diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md b/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md new file mode 100644 index 000000000000..e6ba366349a8 --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md @@ -0,0 +1,61 @@ +--- +title: Changing-Your-Workspace-Plan.md +description: Learn how to update your Expensify workspace subscription, downgrade to a free account, or delete your workspace with step-by-step instructions. +keywords: [New Expensify, workspace plan, subscription, downgrade, cancel subscription, delete workspace, company cards, reactivation, cancel workspace subscription] +--- +
+ +Learn how to update your Expensify workspace subscription, downgrade to a free account, or delete your workspace. + +# How to change your subscription on a Group plan + +To change your subscription: + +1. Go to **Settings > Account > Subscription**. +2. Click **Explore all plans** and select your preferred plan. + +--- + +# How to downgrade to a free account from a subscription + +If you're on an Annual Subscription (a 12-month commitment), you may be eligible to request an early cancellation: + +1. Go to **Settings > Account > Workspaces**. +2. Click **Subscription**. +3. Select **Request early cancellation**. + +**Note:** Early cancellations are subject to eligibility review. + +--- + +# How to downgrade from a Pay Per Use plan + +To downgrade from a Pay Per Use plan: + +1. Go to **Settings > Account > Workspaces**. +2. Click the three dots **(⋮)** next to the workspace name and select **Delete workspace**. + +**Note:** Deleting your workspace does not delete your personal account or expenses. + +--- + +# FAQ + +## When my workspace is deleted, will my expenses be deleted? + +No. Expensify retains your expenses and reports even if your workspace is deleted. Your data is only removed if you close your entire Expensify account. + +--- + +## Can I reopen a deleted workspace? + +No. Once a workspace is deleted, it cannot be reopened or reactivated. You would need to create a new workspace to continue using Expensify with a group setup. + +--- + +## What happens to company cards if I delete a workspace? + +Deleting a workspace will permanently remove workspace-specific settings like company cards. However, your expenses and reports will remain unless you close your entire Expensify account. + + +
diff --git a/docs/articles/new-expensify/reports-and-expenses/Create-an-expense.md b/docs/articles/new-expensify/reports-and-expenses/Create-an-expense.md index e719ab8f417a..a16a2d6181df 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Create-an-expense.md +++ b/docs/articles/new-expensify/reports-and-expenses/Create-an-expense.md @@ -164,33 +164,32 @@ You can also forward receipts to receipts@expensify.com using your primary or se - You will also be notified once your approver approves or denies your expenses. - Make sure to [connect your personal bank account](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Personal-Bank-Account) to receive payment. -{% include faq-begin.md %} - -**Can I add multiple receipts to a newly created expense?** +# FAQ +## Can I add multiple receipts to a newly created expense?** Each expense can only have one receipt image attached. If you have multiple receipts: - Combine them into a single PDF before uploading. - Or, add the extra receipts to the report itself as attachments. -**Can I divide a payment between multiple people?** +## Can I divide a payment between multiple people?** Yes, you can [split an expense](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Split-an-expense) in a group chat. -**Can I change an expense once I’ve submitted it?** +## Can I change an expense once I’ve submitted it?** Yes, you can edit an expense until it is paid. When an expense is submitted, the details can be edited except for the amount and date. -**Can I add multiple receipts to a newly created expense?** - -Yes, you can add multiple receipt images to a new expense. One possible way to do this is to combine all receipts into a single PDF file. From there, simply upload the combined PDF to the expense. - -**What are expense reports?** +## What are expense reports?** In Expensify, expense reports group expenses in a batch to be paid or reconciled. When a draft report is open, all new expenses are added to it. Once a report is submitted, you can track the status from the **Search** section. Click the **View** button for a specific expense or expense report. The status is displayed at the top of the expense or report. -**How can I enable camera permission for a website on mobile browsers?** +## Why does my report show as submitted to "Hidden"? + +If you're submitting to someone new, their email shows as "Hidden" until they act on the expense. + +## How can I enable camera permission for a website on mobile browsers?** **Google Chrome:** 1. Open Chrome. @@ -207,6 +206,4 @@ Once a report is submitted, you can track the status from the **Search** section 4. Tap **Done**. 5. Refresh the site. -{% include faq-end.md %} -