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 Organisation as your free Partner Organisation.
We will check the information and once the Organisation has been acknowledged as your free Partner Organisation, you'll receive an automated email confirmation.
How can I offboard an Organisation?
Organisation retirement As time goes by, it might be required to offboard particular Organisations while keeping others live in ApprovalMax. For this purpose, ApprovalMax allows the retirement of Organisations. A retired Organisation will be moved ...
What is the ApprovalMax Partner Programme?
The ApprovalMax Partner Programme is a specialised initiative designed for accounting and bookkeeping firms, cloud integrators and others looking to collaborate and engage more closely with ApprovalMax. This programme offers a range of benefits ...
How can I apply for Partner status?
To apply for Partner status, log into your ApprovalMax account and follow the link https://partner.approvalmax.com/. On the Partner Portal page, click on the APPLY NOW button: Fill in the required information and submit your application: Next, you'll ...
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 ...
Expand Account Lists in the Organisation settings
ApprovalMax supports the NetSuite EXPAND ACCOUNTS LISTS setting, which increases the number of accounts for selection due to more account types becoming available: EXPAND ACCOUNT LISTS Settings state Expense Lines Disabled Expense Other Expense ...