Expensify offers several plans based on your needs: Collect, Control, and Free. You may need to upgrade if you hire employees who need access to your workspace or require features exclusive to paid plans.

Changing Your Subscription

Web:

1. Go to Settings > Workspaces > [Your Workspace].
2. Click Overview and select Switch under your desired plan.

Mobile:

1. Open the Expensify app.
2. Navigate to Settings > Workspaces > [Your Workspace] > Current Plan > Switch.

Adjust Annual Subscription Size

1. Go to Settings > Workspaces > Subscription.
2. Enter the desired number in the Subscription size field.
   • If left blank, your subscription size will be set automatically:
     • New Workspaces: Based on active users in the first month.
     • Existing Workspaces Switching to Annual: Based on the last month’s active users.

Auto-Increase Subscription Size

1. Go to Settings > Workspaces > Subscription.
2. Toggle Auto Increase Subscription Size.
3. When enabled, your subscription size will adjust automatically based on usage, triggering a new 12-month commitment for the updated size.

Auto-Renew Subscription

1. Go to Settings > Workspaces > Subscription.
2. Toggle Auto Renew off before your current subscription ends if you do not want it to renew.
   • If Auto Renew is disabled, your final bill at the annual rate will be issued on the date listed under Subscriptions.

Downgrading to a Free Account

Pay-Per-Use Plan

1. Go to Settings > Workspaces.
2. Click the cog icon next to your Workspace name.
3. Select Delete.
   • Note: Only the Billing Owner can delete a Workspace. Deleting a Workspace removes its settings and members but does not delete members’ Expensify accounts.
   • If any members were active that month (submitted, approved, or edited reports), you will be billed for their usage.

Annual Subscription

1. If eligible for a refund, go to Settings > Account > Subscription.
2. Click Request a Refund if:
   • You own a Collect or Control Group Workspace.
   • You have only been billed once.
   • You have no outstanding balance.

Once downgraded, your Workspace will be deleted, and a refund line item will appear in your Billing History.

FAQ

Will I be charged for my subscription even if I don’t use SmartScans?

Yes, Collect and Control subscriptions are prepaid and not usage-based, so you will be charged regardless of activity.

I’m in a workspace. Do I need my own subscription too?

No, workspace members already have unlimited SmartScans. However, you can keep a subscription for personal use if you leave your company’s workspace.