Can I do a trial without using my real data from Xero?
Yes! You can find out how ApprovalMax works by connecting to a demo organisation, which can be created in Xero for that purpose. This way, you can test all
ApprovalMax features without affecting your real Xero data in any way.
This is how you connect ApprovalMax to a demo organisation in Xero:
- First, make sure that there is a demo organisation created in your Xero account.
- Then, click on the "Try the demo organisation" link at the bottom.
- In ApprovalMax, click on the menu icon to open the menu.
- Select your Organisation, and open "Workflows and settings".
- Click on the "Organisation Settings and connection" to open Organisation page.
- Click on the "Connect to Xero" button. You'll be redirected to a Xero page.
- There, select your Xero demo organisation.
- Click on "Allow access".
note: an ApprovalMax Organisation cannot be reconnected to a different Xero organisation due to technical reasons. But you can always create a new Organisation in ApprovalMax and then connect this one to another Xero organisation.
This is how you can switch to your real data:
you're ready to work in ApprovalMax with your real data, simply delete
the ApprovalMax Organisation that was used for the initial test phase and create a
new one. Then connect this new ApprovalMax Organisation to your actual organisation in Xero.
Is there a trial for ApprovalMax?
Yes, ApprovalMax offers a 14-day trial with all features available free of charge. You don’t need any pre-approval or enter your credit card details for this. For Xero-connected Organisations, as part of the trial, you can benefit from a predefined ...
Can I do a trial without using my real data from QuickBooks Online?
Yes! You can find out how ApprovalMax works by connecting to a demo organisation, which can be created in QuickBooks Online for that purpose. This way, you can test all ApprovalMax features without affecting your current QuickBooks Online data in ...
How can I start a trial?
About the ApprovalMax trial The free 14-day ApprovalMax trial is a fully functional version of the product, only limited by time. When it runs out, you can purchase a subscription and keep all your data from the trial period. For details on starting ...
Single Sign Up (SSU): how to sign up for ApprovalMax with your Xero account
Are you tired of tracking new logins and passwords? You can use your Xero account for signing up with ApprovalMax. This way you need only to remember your Xero credentials. Sign up for an ApprovalMax trial account under ...
How can I terminate a trial?
ApprovalMax doesn’t work for your organisation? We’re sorry to hear that and would appreciate if you could share some feedback with us, so please contact us using the “Contact Support” button directly in the product How to terminate a trial In ...