I'm changing to a new bank provider, what should I do?
This article takes you through the necessary steps within ExpensePlus if you change to a new bank provider.
In this article:
If you are changing to a new bank provider, please follow these steps within ExpensePlus:
Create the new bank account in ExpensePlus
Go to the Bank Account Settings screen and add the new bank account.
Close the old bank account in ExpensePlus
Once the balance for the existing account has reached zero, ExpensePlus will give you the option to close it. Closing an account won't delete it from the system (as this isn't possible and it won't comply with your audit requirements) but it will deactivate it.
You also can't close an account if it set as the default payment method for either the system or a specific fund. Please read this help guide article for more details.
To better understand the Bank Reconciliation module, please view the module overview video here.