What is the "Setup and Training" package?
If you are busy with your daily activities but want the app to be up and running as soon as possible, the ApprovalMax Setup and Training Package might be the right thing for you.
The ApprovalMax Setup and Training Package includes:
Requirements and scoping session
Help with workflow implementation
User and Administrator training
It is a standard package, yet customised to your needs.
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 ...
If you're looking for educational material or experiencing an issue, please check our resources under the button in the top right-hand corner next to your Avatar. The help menu contains a number of links: Access to the ApprovalMax Knowledge base with ...
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 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 ...
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 ...