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 subscription under a Standard/ Advanced plan.
Unless stand-alone workflows are no longer needed, a Xero-connected Organisation can only be transferred to a subscription under the "ApprovalMax for Xero Standard", "ApprovalMax for Xero Advanced" and "ApprovalMax for Xero Premium" plans; it cannot be moved to a subscription under "ApprovalMax for QuickBooks Online" Standard, Advanced or Premium plans.
This is how you transfer an Organisation between subscriptions under your account
In the ApprovalMax product interface, click on Billing & Subscriptions under your initials/logo in the top right-hand corner:
Go to the Organisations tab.
Click on the Three-dot icon next to the Organisation you want to move:
Select the target subscription and confirm the transfer:
If you wish to transfer an Organisation from one ApprovalMax account to another, follow the steps outlined in the article below: