Step 1: Accept subscription / company ownership

 

You’ll receive confirmation from Support. To verify:

 

• Log in to your moneyXplier® account.

• Navigate to Company Settings → My Companies and look for the company name. You name should appear next to the company name.

• Ensure your role is listed as “Subscriber”.

• If you are still marked as an Admin, or if you are unable to see your name, please contact support@bmim.co.uk to complete the transfer.​

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​Step 2: Set up your subscription (if the current billing cycle is due to expire)

 

The previous owner’s subscription will not renew automatically. To activate your own subscription:

 

Go to Company Settings → Billing → Current Plan → Manage Subscriptions

 

Follow the on-screen prompts to complete payment

 

💡 Your billing cycle starts fresh from your subscription date

 

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Step 3: Update billing contact details

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To ensure accurate invoices and tax records:

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Go to Company Settings → find the company you are looking for and click edit

 

Update the:

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• Billing contact name

• Company name and VAT number (if applicable)

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Step 4: Review & Customise company settings

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With subscription / ownership transferred, we recommend:

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Manage Your Team

• Add/remove users via Company Settings → Manage Users

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Review Financial Data

• Review cash flow reports, Dashboard and financials

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Assign Key Roles

• Set yourself or your finance lead as the main support contact

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Plan to upgrade, change plans

• Plan upgrades/changes are done via Company Settings → Billing History

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Step 5: Contact Support If Needed

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Reach out to support@bmim.co.uk if you:

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• Are unable to see copies of past invoices

• Any other issues you may encounter.

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You’re All Set

 

You're now fully set up as the Subscriber / Company Owner in moneyXplier®. You have full control over:

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• Team & user access

• Billing and subscriptions

• Financial data and tools

• Dashboards and Reports

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Welcome aboard — and if you need any help, our support team is here to assist.