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.
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. Please note: a transfer cannot be done from a ...
How can an Account Owner transfer Organisations to another account?
An Account Owner can start the transfer of Organisations that belong to their account. Besides, an Organisation's Administrator who is not the owner of the account that contains these Organisations can request the transfer of such Organisations from ...
How can an Organisation's Administrator request the transfer of an Organisation?
An Organisation's Administrator, who is not the owner of the account that contains these Organisations, can request the transfer of such Organisations from the Account Owner. Besides, an Account Owner can start the transfer of Organisations that ...
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 add an Organisation to a subscription?
You can add an Organisation to a subscription during the subscription purchase. If you already have a subscription with a space for the new Organisation, just add it to this plan: In the ApprovalMax product interface, click on Billing & Subscriptions ...