How to subscribe to ExpensePlus

This help guide article covers the practical steps of how to subscribe to ExpensePlus. We have two other help guide articles that cover:

To subscribe to ExpensePlus, click on the 'Subscribe' link at the top of the flow dashboard screen in ExpensePlus, or click the sidebar menu icon (top left), then select 'Settings' (at the bottom), then 'Subscription and Billing'.

ExpensePlus dashboard screen highlighting the sidebar menu and the Subscribe icon

You can switch between the two payment methods at any time - this is helpful if you want to subscribe by debit or credit card for the first month, whilst you get the Direct Debit set up.

If your bank account isn't in GBP, you will need to subscribe via card payment

ExpensePlus subscription and billing screen

Subscribing by Direct Debit

If you select the Direct Debit subscription option, please be sure to:

1) Select the 'or click here to use company name' option (as shown below);

Setting up a direct debit with ExpensePlus screen highlighting the or click here to use a company name button

2) Enter your charity's name in the Company name field, and enter your email address and billing address. Then click Continue;

Set up a direct debit with ExpensePlus screen highlighting the fields mentioned above

3) Next, enter your bank details and click Continue;

Set up a direct debit with ExpensePlus screen highlighting the bank details fields

4) Uncheck the I can authorise direct debits on this account myself (unless you only need one signatory), and click Set up this Direct Debit;

Set up a direct debit with ExpensePlus screen highlighting the tick box mentioned above

If only one bank signatory is required, this is the final step. If two signatories are required (typically this is the case), then continue to step 5.

5) Print the mandate from the link on the screen

Set up a direct debit with ExpensePlus screen highlighting the print agreement button

You will also get an email from GoCardless, with a link to the screen shown above. This email will be sent to whichever email address is entered in step 2 above. If the email isn't in your inbox within 1 hour, check your junk email folder.

Email from GoCardless mentioned above

6) Get two bank signatories to sign inside the same signatories box on the printed mandate (as shown below);

GoCardless direct debit mandate form

Within the GoCardless email, when GoCardless say 'You will need all signatories to sign a paper version of the Direct Debit mandate and upload it' they are referring to 'all signatories required' (typically two), not 'all bank signatories'. You don't need every bank signatory to sign the mandate form.

7) Scan or photograph the printed mandate and upload it using the link provided by GoCardless (see below);

GoCardless will email you the link to upload the completed mandate form. The email from GoCardless will go to the email address entered in Step 2. If it does not appear, check your junk folder.

Set up a direct debit with ExpensePlus screen highlighting the choose file to upload button

Please do not send us your mandate form, as we are unable to upload this.

If you have any questions, please get in touch at support@expenseplus.co.uk.