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:
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 wish to transfer an Organisation from one account to another in ApprovalMax, you can follow the steps outlined in the article below:
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