Unshare a Business Bank Account
Unshare a business bank account
If other Workspace Admins have access to your business bank account in Expensify, you can unshare it at any time to revoke their access. Unsharing access is especially helpful when someone changes roles or leaves the company.
Unsharing the account removes it from the other admin’s Wallet immediately and prevents that admin from using it to reimburse reports, pay bills, or use it with the Expensify Card. We’ll still complete any payments in process that the admin issued.
Who can unshare a business bank account
To unshare a business bank account, you must:
- Be a Workspace Admin.
- Have an active business bank account in your Wallet that at least one other admin can access.
Where to find the unshare business bank account option
- Select Wallet from the navigation tabs on the left.
- Choose your business bank account and click the More (three-dot) menu.
- Select Unshare.
How to unshare a business bank account
- Go to Wallet and open the More menu (three dots) on your business bank account.
- Click Unshare.
- A list of all admins with access to that bank account will appear.
- Click Unshare next to the admin you want to remove.
- Confirm in the pop-up modal.
- That admin will immediately lose access and receive a Concierge message letting them know.
Note: Admins with access can unshare the business bank account from anyone else — even the person who originally added it.
Unsharing when the account is set as Expensify Card settlement account
If the admin’s copy of the bank account is currently set as the Expensify Card settlement account, you’ll see an error message and won’t be able to unshare from that admin.
To resolve this:
- Click Reach out to Concierge in the error message to get help switching the settlement account.
FAQ
Can I unshare a bank account I didn’t originally add?
Yes. As long as your copy of the business bank account is active, you can unshare it from any admin — including the original sharer.
Will the other admin be notified when I unshare the bank account?
Yes. They’ll receive a message from Concierge letting them know they no longer have access to the bank account.
What happens to the unshared bank account?
The business bank account is removed from the admin’s Wallet. The admin can no longer use the account for any payments or reimbursement features. We’ll still complete any payments in process that the admin issued beforehand.
