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Original file line number Diff line number Diff line change
Expand Up @@ -2,29 +2,25 @@
title: Manage Expensify Subscription
description: Learn how to manage your subscription, update billing details, cancel early, or delete a workspace in New Expensify.
keywords: [New Expensify, subscription, billing, payment card, cancel subscription, delete workspace, remove workspace, subscription settings]
---
<div id="new-expensify" markdown="1">

Easily manage your subscription in New Expensify—update payment details, adjust your plan, request early cancellation, or delete a workspace if needed.

---

# View Subscription and Add a Payment Card
<div id="new-expensify" markdown="1">

To view your subscription and add a payment card:
Easily manage your subscription in New Expensify—update payment details, adjust your plan, request early cancellation, or delete a workspace if needed.

1. Navigate to **Account > Subscription**.
2. Click **Add Payment Card** and enter your card details to ensure uninterrupted billing.
You can view and manage your subscription under **Account > Subscription**.

---

# Manage Subscription Plan
# Manage Subscription

In the Subscription section, you can view and update your plan details, including:

- **Add a payment card**: Connect the credit card you want to use to pay for Expensify each month.
- **Current plan:** View your subscription type and number of seats.
- **Billing info:** See your payment method and next renewal date.
- **Auto-renew:** Check when your subscription will automatically renew (e.g., **Renews on Nov 1, 2027**).
- **Auto-renew:** Check when your subscription will automatically renew (e.g., **Renews on Nov 1, 2026**).
- **Auto-increase annual seats:** See how much you could save by automatically increasing seats if your team grows.

**Note:** Enabling auto-increase will extend your annual subscription end date.
Expand All @@ -35,18 +31,19 @@ In the Subscription section, you can view and update your plan details, includin

To request an early cancellation:

1. Go to the **Subscription** section.
2. Click **Request Early Cancellation**.
1. Head to **Account > Subscription**.
2. Click the **Request early cancellation** button.
3. Depending on how your subscription is configured, the early cancellation will happen automatically or be sent to our team for review.

**Note:** Early cancellations aren’t available to all customers.

---

# Delete a Workspace

To permanently delete a workspace:
To permanently delete a workspace and downgrade to a free account:

1. Go to **Settings > Workspaces**.
1. From the left-hand menu, click **Workspaces**.
2. Click the three dots next to the workspace name.
3. Select **Delete workspace** from the dropdown.
4. Confirm the deletion when prompted.
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Expand Up @@ -43,7 +43,7 @@ For a full breakdown, visit the [Expensify pricing page](https://www.expensify.c
## 🧾 Receipts

- Your billing receipts show: `X Collect members @ $5.00`
- View them in **Workspaces > Subscription**
- View them in **Account > Subscription**

---

Expand Down Expand Up @@ -92,7 +92,7 @@ For a full breakdown, visit the [Expensify pricing page](https://www.expensify.c

## 🧾 Receipts

- View billing receipts under **Workspaces > Subscription**
- View billing receipts under **Account > Subscription**
- Each workspace can only have **one billing owner**

---
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Expand Up @@ -13,7 +13,7 @@ Take a look at this resource to learn how to update your Expensify workspace sub

To update your subscription plan:

1. Use the **left-hand navigation bar (LHB)** to go to **Workspaces > Subscription**.
1. Use the **left-hand menu** to go to **Account > Subscription**.
2. Click **Explore all plans** and choose the one that best fits your needs.

---
Expand All @@ -22,7 +22,7 @@ To update your subscription plan:

If you're on an Annual Subscription (a 12-month commitment), you may be eligible to request early cancellation and switch to a free account:

1. Use the **left-hand navigation bar** to go to **Workspaces > Subscription**.
1. Use the **left-hand navigation bar** to go to **Account > Subscription**.
2. Click **Request early cancellation**.

**Note:** Early cancellations are subject to eligibility review.
Expand All @@ -33,7 +33,7 @@ If you're on an Annual Subscription (a 12-month commitment), you may be eligible

If you're on a Pay-per-use plan and want to switch to a free account:

1. Go to **Workspaces > Subscription**.
1. Go to **Account > Subscription**.
2. Click the three dots **(⋮)** next to your workspace name.
3. Select **Delete workspace**.

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Expand Up @@ -20,7 +20,7 @@ If your organization qualifies as tax-exempt, you can request to remove sales ta

**To request tax-exempt status for your Expensify subscription:**

1. Go to **Account > Workspaces > Subscription > Subscription settings**.
1. Go to **Account > Subscription > Subscription settings**.
2. Click **Tax exempt status**.
3. Selecting **Tax exempt status** will begin a chat with Concierge.
4. From there, communicate that your account is tax-exempt and attach a PDF of your tax-exempt document.
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Expand Up @@ -49,7 +49,7 @@ The **Reports** tab consolidates all filtering and reporting tools:

# Workspaces Page

The **Workspaces** tab helps you manage everything related to your company or personal workspaces. Whether you're creating a new workspace, editing an existing one, or managing features like billing and card connections, this section is your main hub.
The **Workspaces** tab shows you a clean list of all your workspaces and allows you to manage everything related to your company or personal workspaces. This section is your main hub for workspace management.

From the **Workspaces** tab, you can:

Expand All @@ -59,10 +59,8 @@ From the **Workspaces** tab, you can:
- **Enable features** – Turn on or off modules like Company Cards, Workflows, Tags, Distance tracking, and more via the **More features** menu.
- **Set up accounting connections** – Integrate tools like QuickBooks or NetSuite under **Accounting**.
- **Edit categories and tags** – Create or disable expense categories and tags to organize expenses.
- **Track billing and subscription** – Navigate to the **Subscription** section to choose a plan, view billing history, or cancel your subscription.
- **Access domains** (if applicable) – Allow centralized control over company-wide settings like SAML, domain groups, and company card feeds.

**Tip:** All workspace-specific settings live under this tab, while account specific settings live under the **Account** tab.
**Tip:** All workspace-specific settings live under this tab, while account-level settings (including billing and subscription management) live under the **Account** tab.

---

Expand All @@ -74,6 +72,7 @@ The **Account** tab includes all personal and account-level settings. Here’s w
- **Wallet** – Add or manage personal payment methods (e.g., cards or bank accounts).
- **Preferences** – Choose your default payment currency, language, and notification preferences.
- **Security** – Set up two-factor authentication and manage device access.
- **Subscription** – Manage your billing, view subscription details, and track usage.
- **Help** – Access Expensify Help docs and reach out to Concierge.
- **Switch to Expensify Classic** – Return to the classic layout if needed.
- **About** – View app version details and system information.
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