I'm changing to a new bank provider, what should I do?

If you are changing to a new bank provider, please follow these steps within ExpensePlus:

1. Create the new bank account

Go to the Bank Account Settings screen and add the new bank account.

2. 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.

To better understand the Bank Reconciliation module, please view the module overview video here.