This article covers how to add or remove a business bank account from your Expensify account or Workspace, along with important notes about permissions and restrictions.

Add a Business Bank Account to Expensify

You can add a business bank account to your Wallet.

Web

1. Go to Settings > Account > Wallet > Bank Accounts.
2. Choose Add verified bank account
3. Follow the on-screen instructions to complete the setup.

Mobile

1. Tap the hamburger menu in the top-left corner.
2. Tap Settings > Account > Wallet.
3. Tap Add bank account and follow the setup instructions.

For full setup steps, see: Connect U.S. business bank account

Add a Bank Account to a Workspace

Once a business bank account has been connected and verified in your Wallet, you can link it to your Workspace for sending payments.

1. Go to Settings > Workspace > [Workspace Name] > Workflows and scroll to Make or track payments.
2. Click Direct.
3. Click Add business bank account and select the correct one from your Wallet.

How to Remove a Bank Account

Web

1. Go to Settings > Account > Wallet.
2. Find the account you want to remove.
3. Click Delete next to the account name.

Mobile

1. Tap the hamburger menu > Settings > Account > Wallet.
2. Tap the account you want to remove.
3. Tap Delete bank account.

Limitations When Removing a Bank Account

You may be unable to delete a bank account if:

• It is currently used as the Expensify Card settlement account
• A payment is pending or recently failed

If your account is a settlement account:

• Go to Settings > Domains > [Domain Name] > Company Cards > Settings
• Select a different account as the new settlement account before deleting

If your account is locked due to a failed payment:

• Contact Concierge for help resolving the issue before deletion is allowed