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Account Manager changes

We're looking to change account owner/manager and would like to connect with someone

Answers

  • Sheena TrepanierSheena Trepanier Posts: 1,259 admin

    Hello @jimcalhoun100, welcome! I'm happy to help with this and will cover the basic steps below. If you have questions at any point just let us know.

    The first thing you'll want to do is make sure that the account taking over is added to your company policy, or policies, as a Policy Admin. This means you may need to invite them or promote them to the Policy Admin role if they are currently in the Employee role.

    Once they are an Admin of the policy, they can navigate to their Admin page, click the policy name, and then the Take over billing button on the Overview page. They will be prompted to add a billing card to their account, if they don't already have one, and will then gain ownership of the policy.

    If your company uses Domain Control in Expensify, you'll also want to add the new account owner as a Domain Admin. The Domain Admin role is granted through the Admin page > Domain Control > click on domain > Domain Admins section.

    A couple questions for you, just to make sure we're covering all our bases here.

    1. Does your company have a connection to an accounting package in Expensify? Is the old account owner the admin who connected that as well?
    2. Does your company use ACH reimbursement in Expensify? If yes, does another policy admin have access to the withdrawal account in Expensify or only the account owner?

    Thanks!

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