Guide · Updated October 2026
Switching expense management software without losing a month
Switch on a clean cutover date instead of migrating history: old claims finish in the old process, and new claims start in the new one. Here is the plan, and what Reimgo imports.
The plan
- Export history from the old toolReports, lines and receipts for your records. Keep them in your file store; Reimgo does not import historical claims.
- Set up ReimgoCategories with your codes, cost centers and projects, people with roles and managers, the policy, the workflow. The lists and the people can be imported from a spreadsheet.
- Load bank detailsFinance imports employee bank details from a spreadsheet, or employees enter their own.
- Pick the dateExpenses dated from the first of next month go into Reimgo. Anything earlier finishes in the old process.
- Run the first month with warningsPolicy rules warn rather than block for a month. Then tighten.
- Turn off the old toolAfter its last payment run. Keep the exports.
What Reimgo does and does not import
| Data | Import? | How |
|---|---|---|
| Employee bank details | Yes | Spreadsheet import by finance |
| People | Yes | Spreadsheet import by an admin, or email invitations with roles and managers |
| Categories, cost centers, projects | Yes | Spreadsheet import by an admin, or entered in the app |
| Historical expense reports and receipts | No | Keep the old tool's export in your file store |
| Open claims | No | Finish them in the old process |
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