What do I need to hand over our ExpensePlus account to a successor?

This article will help anyone who is the primary ExpensePlus user in their organisation and who is handing over to a successor - whether they're a Treasurer, Finance Manager, or have any other role.

Step 1 - Add the new user, and get them trained

You will need to add a user account for your successor, or if they already have one, check their permissions are appropriate. If they're going to be the lead user of ExpensePlus for your organisation, they will need to be assigned the Finance Team user role.

We have lots of great training available for ExpensePlus users. We'd recommend all Finance Team users attend our Online Tour, and our Lunch & Learn will also be useful, covering modules of ExpensePlus and areas of fund accounting in more detail.

We also offer additional 1:1 support if that would be helpful.

Step 2 - Handover assignments and remove references to you

If you're the system administrator, you'll need to assign another user to this role - see the instructions in this help guide article for more details. You may also need to reassign category approvers (you can do this in bulk, and don't forget your other funds!)

Here are some other places in ExpensePlus to briefly check

• Invoice template information - check here if you are you personally referenced
• Second payment authorisers - if you use dual payment authorisation, do you need to list the new user and/or remove your name?

Step 3 - Check your subscription status

Is your organisation's ExpensePlus subscription coming from your personal bank account? If so, you'll need to update your subscription details.

Step 4 - Ask a colleague to deactivate your user account

Once you've finished using your ExpensePlus account, you should ask another user from your organisation with Finance Team access to deactivate it, or downgrade your permissions if you will need to retain a lower level of access (for example, for submitting expense claims). Don't forget, it can always be reactivated in the future.