How can I transfer an Organisation to another subscription?

How can I transfer an Organisation to another subscription?

Organisations can be moved between subscriptions as long as the subscriptions are compatible. This means, for example, that an Organisation with stand-alone workflows can only be transferred to a subscription under a Premium plan but not to a subscription under a Standard/ Advanced plan.

Unless stand-alone workflows are no longer needed, a Xero-connected Organisation can only be transferred to a subscription under the "ApprovalMax for Xero Standard", "ApprovalMax for Xero Advanced" and "ApprovalMax for Xero Premium" plans; it cannot be moved to a subscription under "ApprovalMax for QuickBooks Online" Standard, Advanced or Premium plans.


This is how you transfer an Organisation between subscriptions under your account:
  • In the ApprovalMax product interface, click on "Billing & Subscriptions" under your initials/logo in the top right-hand corner:



  • Go to the "Organisations" tab.
  • Click on the three-dots menu next to the Organisation you want to move:



  • Select the target subscription and confirm the transfer:

If you'd like to transfer an Organisation between different accounts, please see 




    • Related Articles

    • How can I transfer my subscription?

      Account Owners can initiate a subscription transfer to any user (irrespective of that user holding an account or not). A subscription transfer also transfers all Organisations under that subscription. This feature is available in beta. Please contact ...

    • How can I start a paid subscription?

      If you are using a free ApprovalMax trial and want to continue working with your ApprovalMax Organisation, you need to start a paid subscription. This is how you start a paid subscription: To start a paid subscription, please click on "MANAGE" in the ...

    • How can I onboard a new Organisation?

      First, create a new Organisation: Navigate to the main menu  in the upper left-hand corner and click on "+ Add an Organisation" in Organisation selection section: Or, alternatively, if you have an account, click on your Avatar icon in the top ...

    • How can I cancel my subscription?

      In order to cancel a subscription, please contact sales@approvalmax.com. Please note: all Organisations under a cancelled subscription will be automatically retired. If you want to cancel a subscription only for some of your Organisations under that ...

    • How can I claim my Partner Organisation?

      To request your free Partner Organisation, log into your ApprovalMax account and click on your account avatar to access "Billing & Subscriptions": Find your Organisation under the Organisations tab. Then click on the three-dot menu and nominate an ...