If you want to close your company's Emburse Spend account, there are a few actions we recommend that you take to ensure you won't need to re-open it right away and that you have the information you need.
Approve Outstanding Expenses
Approve all expenses in Emburse Spend to ensure they are reimbursed before you close the account.
1. Find unapproved expenses on the Reimbursable Expenses or Transactions pages.
2. Click on the Needs Manager Review tab. If there are expenses listed, review and approve them as necessary. These will be synced to your accounting platform or paid through Spend.
3. Permanently deny any expenses that should not be paid out.
4. If there are no expenses needing approval, you can move on to your Accounting Sync check.
Resolve Accounting Sync Errors
Before you close the account, be sure that everything you wanted to sync from Emburse Spend is in your accounting system.
1. Navigate to the Accounting Sync screen under Company Settings, then click Accounting Sync History.
2. If there are any records listed that contain errors, click Re-sync Record next to those that you would like to push through. If you have any trouble syncing them, reach out to Support.
3. If there aren't any errors, you can move on to saving your old data.
Export Data
While Emburse Spend will not delete your data when you close your account, you will have to go through the process of re-opening the account to access it. The best practice is to export all of your data before closing the account so that you have it in one place to easily access.
For more information on how to export your company data, see How Can I Export My Expense Data? (CSV and PDF).
Close Company Account – Annual Contract
1. Customers with annual contracts may close a company account by clicking the Gear button, then clicking Company Information.
Gear button, then clicking Company Information.2. Scroll down and click Close Account.
Your users will no longer be able to access their accounts.
Close Company Account – Monthly Subscription
1. Customers with monthly subscriptions may close a company account by clicking the Gear button, then clicking Billing.
2. Click the More Actions button and select Cancel Subscription.
More Actions button and select Cancel Subscription.3. On the cancelation screen, click Cancel Subscription.
4. On the Cancel Subscription pop-up, select a reason for closing and click Cancel Subscription.
Your users will have access to Emburse Spend until the end of your billing period. After that date, they will no longer be able to access their accounts.
FAQ
What will happen to expenses that are still being paid out?
Any expenses that have been approved will still be paid out directly to users' connected bank accounts.
What will happen with billing?
Your account will no longer be debited with monthly bills.
What if I want to reopen my account?
If you would like to re-open your account, you can go to the login screen and use your old admin credentials to log in. When you log in, you'll immediately be prompted with the option to re-open your account. All your expense data will still be in the account.