How can I transfer an Organisation to another subscription?
Organisations can be transferred between subscriptions as long as the
subscriptions are compatible. This means, for example, that a
Xero-connected Organisation can only be transferred to a subscription
under the "ApprovalMax for Xero" and "ApprovalMax Professional" plans
but not to a subscription with an "ApprovalMax for QuickBooks Online"
This is how you transfer an Organisation between subscriptions in your account:
In the ApprovalMax product interface, click on "My account" under your initials/logo in the top right-hand corner.
Go to the "Organisations" tab.
Click on the "three dots" menu next to the Organisation you want to transfer.
Select the target subscription and confirm the transfer.
If you'd like to transfer an Organisation between different accounts, please contact us on email@example.com .