Delete a withdrawal account

RehanaRehana Posts: 7 Expensify Newcomer

We are transitioning bank accounts and want to delete old bank account from the Withdrawal account option at the payment stage. How do we inactivate the withdrawal account?

Best Answers

  • LeslieRLeslieR Posts: 25 Expensify Success Coach
    edited October 2018 Accepted Answer

    Hi @Rehana ! I'd be happy to help answer this! You can delete or change a withdrawal account by logging into your Expensify account via the web and going to Settings > Your Account > Reimbursement.

    Please note that if you have shared this account with another admin, they will also have to go through the same steps to delete the withdrawal account.

    I hope this helps answer your question. Please let me know if you need anything else. 

  • Sheena TrepanierSheena Trepanier Posts: 1,762 Expensify Success Coach
    Accepted Answer

    Hi @Rehana, thanks for circling back with a followup question. To share a withdrawal account, the account must first be validated. If it is, you can navigate to your Settings > Your Account > Reimbursement tab, and click the Share button under the account you need to share.

    The individual you are sharing the account with must be a policy admin as well, so if you don't see their email as an option for sharing, the admin status is the first place to look.



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