New Account, Transferring over policies from an old account, want to keep same billing amount.

JacqC Expensify Customer Posts: 2
edited February 2022 in Getting Started


I'm hoping somebody can help me with a question around transferring policies to a new account, but keeping the existing billing amount. I've tried concierge, but don't seem to be getting an answer on my question.

We have bought a business, and they use expensify, and we would like to move the existing policies (and the amount we are currently being billed) to the new account that I have set up with Expensify.

How can I ensure that once I put in my credit card details, that I will be charged the correct pre-existing amount.?

Thank you