Cancel banking add-on

What is this?

With the function Cancel banking add-on you end the premium module for automatic bank connection. The cashbook remains fully functional, you can still create entries and issue donation receipts — only the automatic bank reconciliation is gone.

Typical reasons for cancellation:

• Club only uses cash and does not need the bank reconciliation
• Manual booking is preferred again
• Cost optimization — the add-on is not used enough
• Switch of the club account to a bank that is not supported
• Wind-down phase of the club (liquidation)

How to cancel the add-on

1. Open your choir and go to Administration > Subscription > Cancel bank account connection.
2. Read the effects of cancellation.
3. Optional: enter a reason for cancellation — helps Chorilo improve the add-on.
4. Confirm the cancellation.
5. You receive a confirmation email with the effective date.

What happens after cancellation

• Until the end of the billing period: all features still usable.
• At the effective date:
  • Bank connection is disconnected (PSD2 token expires)
  • No more automatic synchronization
  • Suggestion logic for new entries is gone
• Cashbook stays preserved:
  • All previous entries, receipts, donation receipts still available
  • Manual booking still possible
  • CSV import still possible (if you want to import bank data manually)
• No more additional cost for the add-on

What you have to do manually afterwards

When you have switched off the banking add-on and still want to book bank entries:

• Manual entry: capture each bank movement individually in the cashbook
• CSV import: export bank statement from the bank and import into Chorilo
• OCR receipts: still usable if receipt recognition is active

Reactivation later

Should you want to reactivate the add-on later:

1. Re-book via Administration > Subscription > Activate bank account connection
2. Re-authorize bank connection (PSD2 step)
3. Existing data is preserved — synchronization starts from the time of reactivation

There are no penalty fees or waiting times for reactivation.

Permission

You need the permission ensemble.edit to cancel the banking add-on. By default the owner and choir director have this access.

Tips

• Before cancellation: check that all current bank entries have been synchronized. Otherwise you have to maintain them manually later.
• Secure the historic data via a GoBD export when you permanently lose the cashbook (e.g. on club dissolution).
• If you only want to avoid the 90-day reauth, cancellation is not the right solution — the reauth is a PSD2 requirement and due again after reactivation.
• Discuss with the board before cancelling — the banking add-on often saves hours of bookkeeping work, which justifies the price quickly.