Troubleshooting: Why can I not select a Standard plan while trying to start a paid subscription?
The reason you can't select a Standard/Advanced plan during a purchase (while Premium plan is available) is that your Organisation is not connected to the accounting system (Xero or QuickBooks Online).
To establish a connection between your ApprovalMax Organisation and Xero or QuickBooks Online, follow the steps below:
1. In the menu, select your Organisation from the drop-down list.
2. Navigate to the "Workflow and settings" section.
3. Within the "Workflow and settings" section, click on the "Organisation Settings" tab.
4. Look for the appropriate accounting system (Xero or QuickBooks Online) and locate the "Connect" button next to it.
5. Click on the "Connect" button to initiate the connection process.
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 ...
Which subscription plan is the right one for me?
Each ApprovalMax product (ApprovalMax for Xero and ApprovalMax for QuickBooks Online) has three plans (Standard, Advanced, Premium) that differ regarding the available features. The best option depends on your needs. If you want to use only the ...
How can I start a trial?
About the ApprovalMax trial The free 14-day ApprovalMax trial is a fully functional version of the product, only limited by time. When it runs out, you can purchase a subscription and keep all your data from the trial period. For details on starting ...
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 ...
I have a Standard plan, where can I find and set up an auto-approval step? (Xero)
Auto-approval steps are only available with an Advanced/Premium subscription. If you'd like to use the auto-approval feature, you can request a free Advanced feature trial for 14 days or upgrade your subscription. Please contact support team if you ...