Which subscription plan is the right one for me?
The right option depends on your needs. If you want to use only the
pre-defined workflows that are integrating with Xero or QuickBooks Online, then the
"Standard Edition" plan is right for you.
If you also want to
work with other workflows, such as leave approvals or travel approvals,
the "Premium Edition" plan is the one for you because it also offers
You can combine two or more plans, according to your needs.
ApprovalMax for Xero
subscription covers approval workflows for Xero items such as Bills,
Sales Invoices, Purchase Orders, Credit Notes. Generic workflows not
related to Xero items are not supported.
ApprovalMax for QuickBooks OnlineThis
subscription covers Purchase Order approval and Bill creation and approval workflows for QuickBooks
Online. Generic workflows not related to QuickBooks Online items are not
subscription supports workflows for any finance matter, including flows
for the available integrations. As an example: with this plan, an
investment company can set up approval workflows for Xero Bills as well
as for Cash Calls that have nothing to do with Xero.
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 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 Edition" plan but not to ...
Can I have multiple subscriptions?
It's possible to have any number of subscriptions under the same ApprovalMax account. Each subscription is independent in terms of: Number of Organisations Billing cycle and related invoices Payment method ApprovalMax plan and other details ...
How is ApprovalMax licensed?
ApprovalMax is licensed per Organisation for any number of users, requests, and workflows. If you want to use ApprovalMax in connection with your accounting software, please note that each ApprovalMax Organisation corresponds to one particular ...
How can I change the payment method?
Your payment method needs to be updated if there is a problem with the current one or, for example, if your credit card details have been changed. This is how you change the payment method: In the ApprovalMax product interface, click on "Billing & ...