How to downgrade/cancel a subscription
By downgrading a subscription we mean changing the subscription plan to a lower one, or reducing the number of allowed Organisations under a particular subscription. Besides, from the same screen, you have the option to cancel your subscription or ...
How can I transfer my account?
Account Owners can initiate an account transfer to any user (irrespective of that user holding an account or not). An account transfer also transfers all subscriptions and all Organisations under that account. A transfer of account might be required ...
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 ...
Business account roles
A member is a person who has an ApprovalMax profile and has been assigned to a Partner account as a related person. Member is visible in Practice staff list and has access to a Partner Portal. A user manager has the same authority as a member plus ...
How to add a bank account in Xero
When creating an Airwallex Batch Payment, it is mandatory to specify the Xero bank account to be used. If you need to create a bank account in Xero, you can refer to this article for instructions. Create a bank account in Xero: Find your account in ...