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 Edition" plan but not to a subscription under a "Standard Edition" 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" and "ApprovalMax for Xero Premium" plans; it cannot be moved to a subscription under "ApprovalMax for QuickBooks Online" Standard or Premium plans.
- Email address of the current account owner
- Name of the Organisation/s
- Target account
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": Or, alternatively, if you have an account, click on your Avatar icon in the top right-hand corner and then on "Billing & ...
How can I cancel my subscription?
In order to cancel a subscription, please contact email@example.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 ...
Do I have to purchase a subscription when I want to add a new client?
You can add another client even without buying a subscription right away because you have a 30-day free trial. So, when you add your client's Organisation, you have 30 days to work on the workflows, and make sure that everything is set up correctly ...
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 ...