Troubleshooting: I've bought a subscription, why don't I see an option to add my Organisation to this subscription?
There are several reasons for why the system doesn't give you an option to select your subscription when trying to add an Organisation to it:
- The subscription you bought is not for the correct product (you have a Xero-connected Organisation but purchased a subscription for QuickBooks Online)
In this case, you need to contact sales with a request to change the product for your subscription.
- The subscription you bought is not for the right plan (you have stand-alone workflows in your Organisation but didn't purchase a Premium plan subscription)
In this case, you need to upgrade your subscription and will be charged a pro-rata upgrade fee.
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 ...
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 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 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 ...
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 ...