diff --git a/.github/scripts/createDocsRoutes.ts b/.github/scripts/createDocsRoutes.ts index c27a4d4536fb..fced660be636 100644 --- a/.github/scripts/createDocsRoutes.ts +++ b/.github/scripts/createDocsRoutes.ts @@ -11,6 +11,7 @@ type Article = { type Section = { href: string; title: string; + order?: number; articles?: Article[]; sections?: Section[]; }; @@ -115,17 +116,39 @@ function getOrderFromArticleFrontMatter(path: string): number | undefined { } } -/** - * Build a section from a directory path, with optional parent path for nested href - */ +function getSectionMeta(sectionPath: string): {title?: string; order?: number} { + try { + const metaPath = `${sectionPath}/_meta.yml`; + if (!fs.existsSync(metaPath)) { + return {}; + } + const meta = yaml.load(fs.readFileSync(metaPath, 'utf8')) as Record; + return { + title: meta.title as string | undefined, + order: meta.order as number | undefined, + }; + } catch { + return {}; + } +} + +function sortSectionsByOrder(sections: Section[]) { + sections.sort((a, b) => (a.order ?? Number.POSITIVE_INFINITY) - (b.order ?? Number.POSITIVE_INFINITY)); +} + function buildSection(platformName: string, hub: string, sectionPath: string, parentHref: string): Section { const sectionName = sectionPath.split('/').pop() ?? sectionPath; const fullPath = `${docsDir}/articles/${platformName}/${hub}/${sectionPath}`; + const meta = getSectionMeta(fullPath); const articles: Article[] = []; const childSections: Section[] = []; const href = parentHref ? `${parentHref}/${sectionName}` : sectionName; for (const entry of fs.readdirSync(fullPath)) { + if (entry === '_meta.yml') { + continue; + } + const entryPath = `${fullPath}/${entry}`; if (entry.endsWith('.md')) { const order = getOrderFromArticleFrontMatter(entryPath); @@ -139,9 +162,12 @@ function buildSection(platformName: string, hub: string, sectionPath: string, pa // The sort is stable, so articles without an `order` keep their relative position and fall after ordered ones. articles.sort((a, b) => (a.order ?? Number.POSITIVE_INFINITY) - (b.order ?? Number.POSITIVE_INFINITY)); + sortSectionsByOrder(childSections); + const section: Section = { href, - title: toTitleCase(sectionName.replaceAll('-', ' ')), + title: meta.title ?? toTitleCase(sectionName.replaceAll('-', ' ')), + ...(meta.order !== undefined && {order: meta.order}), ...(articles.length > 0 && {articles}), ...(childSections.length > 0 && {sections: childSections}), }; @@ -174,7 +200,9 @@ function createHubsWithArticles(hubs: string[], platformName: ValueOf obj.href === hub); if (hubObj?.sections?.length) { + sortSectionsByOrder(hubObj.sections); (hubObj as Hub & {flatSections?: Section[]}).flatSections = flattenSections(hubObj.sections); } } diff --git a/docs/_data/_routes.yml b/docs/_data/_routes.yml index f2259e435102..03f62e0ffcfc 100644 --- a/docs/_data/_routes.yml +++ b/docs/_data/_routes.yml @@ -277,7 +277,7 @@ platforms: description: Manage profile settings and notifications. - href: billing-and-subscriptions - title: Expensify Billing & Subscriptions + title: Billing & Subscriptions icon: /assets/images/subscription-annual.svg description: Review Expensify's subscription options, plan types, and payment methods. diff --git a/docs/_includes/hub.html b/docs/_includes/hub.html index 4a255a0c7ff0..c8d17d930e73 100644 --- a/docs/_includes/hub.html +++ b/docs/_includes/hub.html @@ -15,15 +15,15 @@

{{ hub.title }}

{% assign hubSections = hub.sections | default: emptyItems %} {% if hub.articles %} - {% assign sortedSectionsAndArticles = hubSections | concat: hubArticles | sort: 'title' %} + {% assign sortedSectionsAndArticles = hubSections | concat: hubArticles | sort: 'order' %} {% else %} - {% assign sortedSectionsAndArticles = hubSections | sort: 'title' %} + {% assign sortedSectionsAndArticles = hubSections | sort: 'order' %} {% endif%}
{% for item in sortedSectionsAndArticles %} - {% if item.articles %} + {% if item.articles or item.sections %} {% include section-card.html platform=activePlatform hub=hub.href section=item.href title=item.title %} {% else %} {% include article-card.html hub=hub.href href=item.href title=item.title platform=activePlatform %} diff --git a/docs/_includes/lhn-template.html b/docs/_includes/lhn-template.html index 0d19c7eb3c04..4c53e964f2a0 100644 --- a/docs/_includes/lhn-template.html +++ b/docs/_includes/lhn-template.html @@ -33,10 +33,13 @@ {{ hub.title }}
    + {% assign emptyItems = "" | split: "," %} + {% assign hubArticles = hub.articles | default: emptyItems %} + {% assign hubSections = hub.sections | default: emptyItems %} {% if hub.articles %} - {% assign sortedSectionsAndArticles = hub.sections | concat: hub.articles | sort: 'title' %} + {% assign sortedSectionsAndArticles = hubSections | concat: hubArticles | sort: 'order' %} {% else %} - {% assign sortedSectionsAndArticles = hub.sections | sort: 'title' %} + {% assign sortedSectionsAndArticles = hubSections | sort: 'order' %} {% endif%} {% for item in sortedSectionsAndArticles %} {% if item.articles %} @@ -151,7 +154,61 @@ {% endif %}
{% else %} - + + + {{ item.title }} + + {% endif %} + + {% elsif item.sections %} +
  • + {% assign lhnSectionActive = false %} + {% if page.url contains item.href %} + {% assign lhnSectionActive = true %} + {% endif %} + {% if lhnSectionActive %} +
    + + {{ item.title }} +
    +
      + {% assign lhnSortedSubsections = item.sections | sort: 'order' %} + {% for subsection in lhnSortedSubsections %} +
    • + + + {{ subsection.title }} + + {% if subsection.articles %} +
        + {% for article in subsection.articles %} + {% assign article_href = subsection.href | append: '/' | append: article.href %} + {% include lhn-article-link.html platform=activePlatform hub=hub.href href=article_href title=article.title %} + {% endfor %} +
      + {% endif %} + {% if subsection.sections %} +
        + {% for subsubsection in subsection.sections %} +
      • + {{ subsubsection.title }} + {% if subsubsection.articles %} +
          + {% for article in subsubsection.articles %} + {% assign article_href = subsubsection.href | append: '/' | append: article.href %} + {% include lhn-article-link.html platform=activePlatform hub=hub.href href=article_href title=article.title %} + {% endfor %} +
        + {% endif %} +
        • + {% endfor %} +
      + {% endif %} +
      • + {% endfor %} +
    + {% else %} + {{ item.title }} diff --git a/docs/_includes/section.html b/docs/_includes/section.html index e4abc79f6b73..54fda7ce653d 100644 --- a/docs/_includes/section.html +++ b/docs/_includes/section.html @@ -17,11 +17,13 @@

    {% if section.sections %} - {% for subsection in section.sections %} + {% assign sortedSubsections = section.sections | sort: 'order' %} + {% for subsection in sortedSubsections %} {% include section-card.html platform=activePlatform hub=hub.href section=subsection.href title=subsection.title %} {% endfor %} {% endif %} - {% assign sortedArticles = section.articles | default: empty %} + {% assign emptyItems = "" | split: "," %} + {% assign sortedArticles = section.articles | default: emptyItems %} {% for article in sortedArticles %} {% assign article_href = section.href | append: '/' | append: article.href %} {% include article-card.html hub=hub.href href=article_href title=article.title platform=activePlatform %} diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md b/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md deleted file mode 100644 index 87092da41ecc..000000000000 --- a/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md +++ /dev/null @@ -1,138 +0,0 @@ ---- -title: Manage Expensify Subscription -description: Learn how to manage your subscription, update billing details, request to cancel your subscription, or delete a workspace in New Expensify. -keywords: [New Expensify, billing owner, manage subscription, update payment card, cancel subscription, delete workspace, billing and subscriptions, subscription settings, can't delete workspace, can't cancel subscription] -internalScope: Audience is billing owners and Workspace Admins. Covers how to manage a paid subscription in New Expensify, including billing permissions and ownership transfer. Does not cover free workspaces or plan upgrades. ---- - -You can manage your Expensify subscription in **Account > Subscription**. From there, you can update your billing information, request to cancel your subscription, or delete a workspace if you're the billing owner. - ---- - -# Who can manage billing and subscription actions in New Expensify - -Only the **billing owner** can: - -- Add or change the payment card -- Request to cancel an annual subscription -- Delete a paid workspace - -If you don’t see these options, you’re likely not the billing owner. - -To confirm who the billing owner is: - -1. Go to the Workspaces tab (left side on web, bottom tab on mobile). -2. Look for the **Billing owner** column for the relevant workspace. - -You’ll need to be listed as the billing owner to make subscription changes. - ---- - -# Where to access subscription settings - -To manage your subscription: - -- **On web:** Click your profile icon, then go to **Account > Subscription** in the left-hand navigation tabs. -- **On mobile:** Tap the **Account** tab at the bottom, then select **Subscription**. - ---- - -# How to update your Expensify billing card - -If you're the billing owner, to add or change your Expensify billing card: - -1. Go to **Account > Subscription**. -2. Click **Add a payment card** or **Edit** next to your existing card. -3. Enter your new card details and click **Save**. - -If you don’t see these options, you’re likely not the billing owner. - ---- - -# How to manage your subscription details - -You can view and update your plan details from the **Subscription** section: - -- **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, 2026**). -- **Credit balance:** If your account has prepaid Expensify credits, this row displays your current credit balance. It appears only when you have a positive balance. -- **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. - -To access the **Subscription** section: - -- **On web:** Click your profile icon, then go to **Account > Subscription **in the navigation tabs on the left. -- **On mobile:** Tap the **Account** tab at the bottom, then select **Subscription**. - - ---- - -# How to request to cancel an annual subscription -## How to request to cancel an annual subscription -1. Go to **Account > Subscription**. -2. Click **Cancel subscription**. -3. Follow the prompts. Your request may be processed automatically or reviewed by our team. - ---- - -# How to stop billing for a paid workspace - -To stop being charged for Expensify, you’ll need to either: - -- **Delete the paid workspace**, or -- **Transfer billing ownership** to another member. - -**Note:** If you’re on an annual subscription, you can’t delete your last workspace unless you’ve first canceled your subscription. - ---- - -## How to delete a workspace in Expensify - -Only the **billing owner** can delete a workspace. - -1. On web, go to the **Workspaces** tab in the left navigation. - On mobile, tap the **Workspaces** tab at the bottom. -2. Find the workspace you want to delete. -3. Click the three dots next to it and select **Delete workspace**. -4. Confirm when prompted. - -**Note:** This action is permanent and cannot be undone. - ---- - -## How to transfer billing ownership in Expensify - -To transfer billing responsibility to another **Workspace Admin**, ask that member to [follow these steps to transfer billing ownership](LINK). - -Only Workspace Admins can transfer billing ownership to themselves - it’s not possible for someone else to transfer ownership to them. - ---- - -# What to do if you can’t update a subscription - -If you’re blocked from updating billing settings, requesting cancellation of your subscription, or deleting a workspace, it’s likely because you’re not the billing owner. -If you are a Workspace Admin, you can transfer billing ownership to yourself by following the steps to [transfer billing ownership](/articles/new-expensify/billing-and-subscriptions/Billing-Overview#how-to-transfer-billing-ownership). - ---- - -# FAQ - -## Why don’t I see the option to cancel or delete my workspace? - -Only the billing owner can request to cancel a subscription or delete a workspace. To confirm if you're the billing owner, go to the **Workspaces** tab and check the **Billing owner** column for the relevant workspace. - ---- - -## Can I delete a workspace if I’m on an annual subscription? - -Only if your subscription has been canceled. Otherwise, you’ll need to either wait for the subscription to end or cancel your subscription first. - ---- - -## Will deleting a workspace stop all billing? - -No — billing continues as long as you own any paid workspace. To fully stop billing, you’ll need to delete or transfer **all** paid workspaces associated with your account. - diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-Overview.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-Overview.md deleted file mode 100644 index d3be18108c97..000000000000 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-Overview.md +++ /dev/null @@ -1,194 +0,0 @@ ---- -title: Billing and Subscriptions -description: Learn how Collect and Control plans are billed in different currencies, how card usage affects pricing, and which members are charged. -keywords: [localized billing, pricing, Collect, Control, subscription, billing currency, seat count, Expensify Card, workspace eligibility] -internalScope: Audience is Workspace Admins. Covers pricing for Collect and Control plans across multiple currencies, eligibility rules, and how billing is calculated. Does not cover ownership transfer or billing issue resolution. ---- - - -Expensify offers two subscription plans — **Collect** and **Control** — designed to scale with your team's needs. This article explains how each plan is billed, pricing by currency, and how to manage your billing setup. - ---- - -# Subscription pricing by currency - -

    Select your billing currency:

    - - - -

    - -
    -

    💵 USD pricing

    - Collect -
      -
    • $5 per unique member/month
      • -
    • Month-to-month — no annual contract
      • -
    • 1% cash back with the Expensify Card
      • -
    - Control -
      -
    • $9 per active member/month with Annual Subscription + Card usage (50%+ US spend)
      • -
    • $18 per active member/month without Card
      • -
    • $36 per active member/month for pay-per-use (no commitment)
      • -
    • Earn up to 2% cash back (applied to your bill or bank account)
      • -
    -
    - - - - - - - - - - - ---- - -# Who gets billed - -## Collect plan - -- Every **unique member** added to a workspace, regardless of activity -- Charges adjust monthly as members are added or removed - -## Control plan - -- Every **active member** who creates, submits, approves, reimburses, or exports reports -- Includes Copilots and automated Concierge actions -- Add users anytime (extends your subscription term) -- Remove users only after the term ends - ---- - -# Billing eligibility and details - -## 💳 Expensify Card usage (US Only) - -- **Collect:** Card is optional — but earns 1% cash back on US spend -- **Control:** Card is required for discounted pricing and cash back - -## 📅 Collect plan eligibility - -- Applies to customers whose **first workspace** was created on or after **April 1, 2025** - -## 🌍 Localized billing - -- Pricing is available in **USD, GBP, EUR, AUD, and NZD** -- All pricing auto-adjusts based on your currency selection - -## 🧾 Where to find your billing receipts - -- **Web:** Go to `Account > Settings > Subscription` -- **Mobile:** Tap the **Settings** tab, then select **Subscription** - ---- - -# How to transfer billing ownership - -To transfer billing ownership of a workspace: - -1. Confirm the new owner is a **Workspace Admin** -2. Have them go to: - - **Web:** `Settings > Workspaces > [Workspace Name] > Members` - - **Mobile:** Tap the hamburger menu, then go to **Workspaces > [Workspace Name] > Members** -3. Click or tap the current billing owner’s name -4. Select **Transfer Ownership** -5. The new owner adds a payment card -6. Ownership transfers on the **1st of the next month** - ---- - -# FAQ - -## Why am I being charged more than the current Collect pricing? - -If your first workspace was created **before April 1, 2025**, you're on a legacy pricing structure. Reach out to **Concierge** or your **Account Manager** if you have questions about your billing. - -## Is the Expensify Card required to use Collect or Control? - -- **Collect:** No, the card is optional. -- **Control:** No, but card usage unlocks discounted pricing and up to 2% cash back. - -## Can I switch between plans? - -Yes! To change your plan: -- Go to **Settings > Workspaces > [Workspace Name] > Settings** -- Choose between **Collect** and **Control** based on your team's needs - -## What if I need to change the billing owner? - -See [How to transfer billing ownership](#) for step-by-step instructions on how another Workspace Admin can take over billing responsibilities. - 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 deleted file mode 100644 index 68edcad0b0d0..000000000000 --- a/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Change Workspace Plan -description: Learn how to update or cancel your Expensify workspace subscription, downgrade to a free account, or delete a workspace entirely. -keywords: [New Expensify, change subscription, cancel, cancel subscription, downgrade annual subscription, delete workspace, free account, billing owner, transfer billing, cancel plan, downgrade, downgrade to free, per member to free, unsubscribe, stop subscription, end subscription, cancel billing] -internalScope: Audience is billing owners. Covers how to change workspace plans and downgrade from annual billing. Does not cover personal account changes or domain-level billing controls. ---- - -If you're the billing owner of a workspace, this guide walks you through how to change your subscription plan or downgrade from annual billing. - ---- - -# How to change your workspace plan - -To switch to a different plan: - -1. Use the **navigation tabs** (on the left on web, and at the bottom on mobile) to go to **Account > Subscription**. -2. Click **Explore all plans**. -3. Choose the plan that best fits your needs. ---- - -# How to downgrade an Annual Subscription to a free account - -If you're on an Annual Subscription (a 12-month commitment), you may be eligible for early cancellation and a switch to a free account: - -1. Use the **navigation tabs** (on the left on web, and at the bottom on mobile) to go to **Account > Subscription**. -2. Select **Cancel subscription**. -3. Follow the prompts. Your request may be processed automatically or reviewed by our team. - -**Note:** Cancellation requests are subject to eligibility review. - ---- - -# How to delete a Pay-per-use workspace - -If you're on a Pay-per-use plan and want to stop billing entirely: - -1. Go to **Account > Subscription**. -2. Click the **⋮ menu** next to your workspace name. -3. Select **Delete workspace**. - ---- - -# 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. To use Expensify again with a group setup, you'll need to create a new workspace. - -## 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 Expensify account entirely. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions.md b/docs/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions.md new file mode 100644 index 000000000000..e795097055da --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions.md @@ -0,0 +1,62 @@ +--- +title: Learn About Billing Permissions +description: Learn what a Workspace owner is, what billing responsibilities they have, and what subscription settings they can manage. +keywords: [Workspace owner, billing owner, billing permissions, subscription owner, Workspace billing] +internalScope: Audience is Workspace owners. Explains the billing responsibilities and permissions of the Workspace owner. Does not explain Workspace administration, ownership transfers, or pricing details. +retrievalIntent: Who manages Expensify billing and subscriptions +contentType: topic +platform: new +order: 2 +--- + +# Learn About Billing Permissions + +Every Workspace has a Workspace owner, sometimes called the billing owner. The Workspace owner is responsible for the Workspace's Expensify subscription and is the only person who can manage billing-related settings like plans and subscriptions. + +To change the Workspace owner, see [Transfer Workspace Ownership](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Transfer-Workspace-Ownership). + +--- + +## What is a Workspace owner? + +The Workspace owner is the person whose payment card is charged for the Workspace's Expensify subscription. Each Workspace has exactly one owner, but the same member can own multiple workspaces. + +You can confirm the owner of a Workspace you're a member of by selecting **Workspaces** in the navigation tabs (on the left on web, on the bottom on mobile) and viewing the **Owner** column. + +--- + +## What billing permissions does the Workspace owner have? + +Only the Workspace owner can manage the Workspace's subscription and billing settings. + +These permissions include: + +- Adding or updating the payment method +- Managing the Workspace subscription +- Resolving billing issues +- Canceling the subscription +- Deleting the Workspace + +The Workspace owner also receives billing receipts and subscription-related notifications. + +--- + +## Related articles + +- [Learn About Billing Terms and Definitions](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions) +- [Learn About Plan and Subscription Management](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management) +- [Fix a Billing Issue](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Fix-a-Billing-Issue) + +# FAQ + +## Can a Workspace have more than one owner? + +No. Each Workspace has one Workspace owner, although the same member can own multiple workspaces. + +## Can Workspace Admins manage billing? + +No. Workspace Admins can only manage workspace settings, but only the Workspace owner can manage billing and related settings. To learn more about the difference between Workspace Admin and Workspace owner, see [What member terms mean](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions). + +## Who can view the Expensify billing receipts? + +The Workspace owner receives Expensify billing receipts. They can share them with other Workspace Admins by adding them to a report. For more information on billing receipts and who can view them, see [Find Your Expensify Billing Receipt](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Find-Your-Expensify-Billing-Receipt). diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions.md b/docs/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions.md new file mode 100644 index 000000000000..6f050766c5c7 --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions.md @@ -0,0 +1,84 @@ +--- +title: Learn About Billing Terms and Definitions +description: Learn what common subscription billing terms mean in Expensify, including subscriptions, plans, members, billing receipts, payment methods, and annual subscription settings. +keywords: [billing terms, billing glossary, subscription, billing receipt, active member, unique member, annual subscription, payment method] +internalScope: Audience is Workspace owners. Explains the terminology used throughout subscription billing. Does not explain billing workflows, pricing calculations, or troubleshooting. +retrievalIntent: What do the billing terms in Expensify mean +contentType: topic +platform: new +order: 3 +--- + +# Learn About Billing Terms and Definitions + +Expensify uses several terms to describe your Workspace, subscription, and billing settings. Understanding these definitions makes it easier to interpret your billing receipt, compare subscription options, and understand your subscription. + +Most billing terminology is intended for Workspace owners, since only Workspace owners manage subscriptions. + +--- + +## What subscription terms mean + +A **subscription** is the billing arrangement for a Workspace. It determines how Expensify charges for your Workspace and is managed by the Workspace owner under **Settings > Workspaces > Workspace name > Subscription**. + +Every subscription includes both a **plan** and a **subscription type**. + +A **plan** determines which features are available for your Workspace. Expensify currently offers: + +- **Collect** +- **Control** + +A **subscription type** determines how you pay for your plan. Subscription types include: + +- **Annual**, which includes a 12-month commitment with discounted pricing. +- **Pay-per-use**, which has no annual commitment. + +The **billing period** is the period of time covered by your billing receipt. Expensify bills monthly in arrears, so each receipt reflects subscription activity from the previous month. + +To learn more, see [Learn How Billing and Subscriptions Work](/articles/new-expensify/billing-and-subscriptions/Learn-How-Billing-and-Subscriptions-Work). + +--- + +## What member terms mean + +A **member** is anyone who belongs to a workspace. + +A **unique member** is every member in the Workspace, regardless of whether they used Expensify during the billing period. + +An **active member** is a member who performed billable activity during the billing period. + +**Billable activity** includes creating, editing, submitting, approving, or exporting expense data, or chatting with Concierge. + +An **inactive member** is a member who belongs to a Workspace but did not perform billable activity during the billing period. + +A **Workspace Admin** is a member who has permissions to manage the Workspace settings. + +The **Workspace owner** is the Workspace Admin who is responsible for managing the Workspace's subscription and payment card. + + + +--- + +## What Annual subscription terms mean + +Some Annual subscription settings affect how your Workspace is billed over time. + +**Subscription size** (sometimes called **seats**) is the number of members included in your annual commitment. You can increase your subscription size at any time, but you can't reduce it until your annual term ends. + +**Auto-renew** determines whether your Annual subscription automatically renews when the current subscription term expires. + +**Auto-increase annual seats** automatically increases your subscription size if your member count exceeds your committed subscription size. + +To learn more, see [Manage Annual Subscription Settings](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Manage-Annual-Subscription-Setting). + +--- + +## What payment terms mean + +The **payment card** is the credit card Expensify charges for your subscription. The Workspace owner can add and manage the payment card. + +An **Expensify Card discount** reduces your subscription cost based on eligible Expensify Card usage. + +**Expensify Card cashback credit** is cashback earned on eligible Expensify Card spend that has been applied to your subscription charges. + +To learn more about how these appear on your bill, see [Review Your Expensify Billing Receipt](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Review-Your-Expensify-Billing-Receipt). diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Learn-How-Billing-and-Subscriptions-Work.md b/docs/articles/new-expensify/billing-and-subscriptions/Learn-How-Billing-and-Subscriptions-Work.md new file mode 100644 index 000000000000..d198c77099fd --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/Learn-How-Billing-and-Subscriptions-Work.md @@ -0,0 +1,61 @@ +--- +title: Learn How Billing and Subscriptions Work +description: Learn how Workspaces, plans, subscriptions, billing, and pricing work together in Expensify. +keywords: [Expensify billing, plans, subscriptions, billing overview, Workspace billing] +internalScope: Audience is anyone using or evaluating Expensify. Covers the relationship between plans, subscriptions, pricing, and billing. Does not cover changing plans, subscription management, or billing tasks. +retrievalIntent: How does billing work in Expensify? +contentType: concept +order: 1 +--- + +# Learn How Billing and Subscriptions Work + +Expensify organizes billing around three core concepts: your Workspace plan, your subscription, and your organization's Expensify Card usage. Together, these determine the features available to your organization and the pricing you qualify for. + +## What is a Workspace plan? + +A Workspace plan determines the features available to your organization. + +Expensify offers two plans: + +- **Collect**: Designed for small teams that need expense management and reimbursements. +- **Control**: Designed for growing organizations that need advanced approvals, accounting integrations, and spend management. + +To learn which plan is right for your organization, see [Compare the Collect and Control Plans](/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Compare-Collect-and-Control-Plans). + +## What is a subscription? + +A subscription determines how your Workspace is billed. + +Depending on your Workspace plan, you may have an Annual subscription or a Pay-per-use subscription. Your subscription affects your billing rate and may determine whether you qualify for reduced pricing. + +To learn more see [How Subscription Pricing Works](/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Learn-About-Subscriptions#how-annual-subscription-pricing-works). + +## How the Expensify Card can reduce your bill + +For Control Workspaces on an Annual subscription, your organization's Expensify Card usage can reduce the amount you pay for Expensify by up to 50%. + +Using the Expensify Card also earns up to 2% cash back on all USD transactions, which can optionally be applied to your Expensify bill to reduce it even further. + +To learn more, see [How the Expensify Card Discount Works](/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing#how-the-expensify-card-discount-works). + +## How your monthly bill is calculated + +Your monthly Expensify bill is calculated based on: + + - Your Workspace plan + - Your subscription type + - The number of billable members + - Whether your organization qualifies for reduced pricing through the Expensify Card + +To learn more, see [How the Expensify Card Discount Works](/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing#find-your-subscription-price) + +## Who pays the monthly bill + +Each Workspace has an owner, sometimes called the billing owner, who is responsible for the monthly bill. + +A single member can own multiple workspaces. The Workspace owner is billed for all billable members across every Workspace they own, rather than each Workspace being billed separately. Because billing is tied to the Workspace owner, organizations that use multiple workspaces typically assign the same Workspace owner to each Workspace. + +Workspace owners can add and update payment cards, view billing receipts, and manage plan and subscription settings. + +To learn more, see [Learn About Billing Permissions](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions). diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing.md b/docs/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing.md deleted file mode 100644 index 7face649b6c1..000000000000 --- a/docs/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Expensify Plan Types and Pricing -description: A breakdown of Expensify's Collect and Control plans, with pricing, features, and subscription discounts. -keywords: [New Expensify, plan types, pricing, Collect plan, Control plan, subscription discounts, member pricing, Expensify Card, free for individuals] ---- - - -Expensify offers flexible pricing to match your team’s size and needs, whether you're self-employed or managing a growing business. - ---- - -# Choosing the Right Plan - -Expensify offers two main subscription plans: - -| Feature | **Collect Plan** | **Control Plan** | -|------------------------|----------------------------------------------|--------------------------------------------------| -| **Best for** | Small teams with up to 10 members | Mid-size to large teams with 10–1,000 members | -| **Base cost**¹ | $5 per member/month | $9–36 per member/month | -| **SmartScans** | ✔ Unlimited | ✔ Unlimited | -| **Expensify Card** | ✔ Smart Limits and 1–2% cash back | ✔ Smart Limits and 1–2% cash back | -| **Expense approvals** | ✔ Single approver | ✔ Multiple approvers | -| **ACH reimbursements** | ✔ Unlimited | ✔ Unlimited | -| **Bank feed support** | ❌ Not available | ✔ Card feeds and reconciliation | -| **Accounting sync** | ✔ QuickBooks Online, Xero | ✔ NetSuite, Sage Intacct, QuickBooks Desktop | -| **HR & payroll sync** | ❌ Not available | ✔ Gusto, TriNet, Certinia, Workday | -| **Security & control** | ❌ Not available | ✔ SAML/SSO and admin-enforced controls | - -**Control Plan Pricing**: -- $9/member with an **Annual Subscription** *and* Expensify Card usage -- $18/member with an **Annual Subscription** only -- $36/member with a **no-commitment** (monthly) subscription - -The Collect Plan is always $5/member, regardless of subscription type or card use. - -**Note:** Expensify Cards generate 1% cash back on all U.S. purchases, or 2% if you spend $250K+/month across cards. - diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Tax-Exemption.md b/docs/articles/new-expensify/billing-and-subscriptions/Tax-Exemption.md deleted file mode 100644 index a300bfc06bc3..000000000000 --- a/docs/articles/new-expensify/billing-and-subscriptions/Tax-Exemption.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Tax Exempt Status -description: Learn how to request tax-exempt status in Expensify if your organization is exempt from sales tax. -keywords: [New Expensify, tax exempt, tax exemption, remove tax from bill, nonprofit billing, VAT, ST-119, 501(c)] ---- - -If your organization qualifies as tax-exempt, you can request to remove sales tax from your Expensify subscription. This guide shows you how to submit the documentation required for tax exemption. - -**Accepted documents include:** - - IRS 501(c) - - ST-119 - - Foreign tax-exempt declarations - -**Note:** Your documentation should include your VAT number (or RUT in Chile). - ---- - -# Request Tax-Exempt Status - -**To request tax-exempt status for your Expensify subscription:** - -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. -5. Our team will review your submission and follow up if additional info is needed. -6. Once verified, your account will be updated to reflect the tax exemption. - -**Note:** After your tax-exempt status is confirmed, state tax will no longer be applied to future bills. - ---- - -# Remove Tax-Exempt Status - -**To remove your tax exemption:** - -- Contact your Account Manager, or -- Message Concierge and request the change. - ---- - -# FAQ - -## What happens to past bills that included tax? - -If you were charged tax before receiving tax-exempt status, we can refund the tax amount. Contact your Account Manager or Concierge to request a refund. - diff --git a/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Compare-Collect-and-Control-Plans.md b/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Compare-Collect-and-Control-Plans.md new file mode 100644 index 000000000000..b9a35cb140b0 --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Compare-Collect-and-Control-Plans.md @@ -0,0 +1,73 @@ +--- +title: Compare Collect and Control Plans +description: Learn the primary differences between Expensify's Collect and Control plans and which organizations each plan is designed for. +keywords: [Collect plan, Control plan, compare plans, Expensify plans, Workspace plans] +internalScope: Audience is anyone evaluating Expensify plans. Covers the high-level differences between Collect and Control. Does not provide a complete feature list or pricing. +retrievalIntent: Which plan should I choose +contentType: topic +platform: new +order: 2 +--- + +# Compare Collect and Control Plans + +Expensify offers two Workspace plans: + +- **Collect** for organizations that need straightforward expense management and reimbursements. +- **Control** for organizations that need advanced spend management, automation, integrations, and administrative controls. + +This article provides a high-level comparison to help you choose the right Workspace plan. For the complete feature comparison and current pricing, visit [Expensify Pricing](https://www.expensify.com/pricing). + +## When to choose the Collect plan + +Collect is best for organizations that primarily want to: + +- Track expenses and scan receipts +- Reimburse employees +- Approve expenses with a simple approval workflow +- Connect to common accounting software like QuickBooks or Xero +- Manage expenses for a small or growing team + +## When to choose the Control plan + +Control is best for organizations that need additional financial controls, including: + +- Multi-step approval workflows +- Company card management +- ERP integrations like NetSuite and Sage Intacct +- HR integrations like Workday and BambooHR +- Multiple corporate card connections +- Custom expense rules and automation +- Enterprise security features such as SAML/SSO +- Greater administrative control over company spending + +## Common feature differences between Collect and Control + +The table below highlights some of the most common feature differences between the Collect and Control plans. For the complete feature comparison, visit [Expensify Pricing](https://www.expensify.com/pricing). + +| Capability | Collect | Control | +| --- | :---: | :---: | +| Multi-level approvals | ❌ | ✅ | +| ERP integrations | ❌ | ✅ | +| HR and payroll integrations | ❌ | ✅ | +| Multiple corporate card connections | ❌ | ✅ | +| Custom expense rules | ❌ | ✅ | +| SAML/SSO | ❌ | ✅ | + +# FAQ + +## Can I change my Workspace plan later? + +Yes. You can change your Workspace plan as your organization's needs change. Some changes, such as downgrading to the Collect plan when on an Annual subscription, may not be available until the end of your current subscription term. + +To learn more see [Learn About Plan and Subscription Management](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management). + +## Does every workspace have a plan? + +Yes. Every workspace uses either the Collect or Control plan. + +## Does the Expensify Card work with both plans? + +Yes. The Expensify Card works with both plans. Certain subscription pricing benefits are only available with eligible Control Workspaces. + +To learn more see [Understand Expensify Pricing](/articles/new-expensify/billing-and-subscriptions/explore-plans-and-subscriptions/Understand-Expensify-Pricing). diff --git a/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Learn-About-Subscriptions.md b/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Learn-About-Subscriptions.md new file mode 100644 index 000000000000..1bd269b7cead --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Learn-About-Subscriptions.md @@ -0,0 +1,78 @@ +--- +title: Learn About Subscriptions +description: Learn what a subscription is, the subscription options available in Expensify, and how subscriptions affect billing. +keywords: [New Expensify, subscriptions, Annual, Pay-per-use, billing owner, billing] +internalScope: Audience is all Workspace owners. Explains what subscriptions are, how they work, and the available subscription options. Does not explain pricing, billing definitions, or how to manage subscriptions. +retrievalIntent: What are the Annual and Pay per use subscriptions +contentType: topic +platform: new +order: 1 +--- + +# Learn About Subscriptions + +Every Workspace owner has a single subscription that covers all of the workspaces they own. That subscription determines how those workspaces are billed. + +Expensify offers two subscription options: Annual and Pay-per-use. The subscription options available depend on your Workspace's plan. + +--- + +## Who can view and manage a subscription + +A Workspace owner's subscription applies to every workspace they own. Only the Workspace owner can view and manage the subscription under **Account > Subscription**. + +Because a single subscription covers all workspaces owned by the same Workspace owner, organizations that use multiple workspaces typically assign the same Workspace owner across all workspaces. + +For more details, see [Learn about Billing Permissions](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions). + +--- + +## What subscriptions are available + +Expensify offers two subscription options: + + - **Annual** subscriptions include a 12-month commitment and are billed monthly. + - **Pay-per-use** subscriptions have no commitment and are billed monthly. + +Your subscription determines how your Workspaces are billed, but it does not determine which features are available. Features are determined by each workspace's Plan. To learn more, see [Learn How Billing and Subscriptions Work](/articles/new-expensify/billing-and-subscriptions/Learn-How-Billing-and-Subscriptions-Work). + +--- + +## How your plan affects available subscriptions + +The subscription options available for your Workspace depend on its plan. + +| Plan | Available subscriptions | +| ------- | ----------------------- | +| Collect | Pay-per-use | +| Control | Annual or Pay-per-use | + +A Workspace's plan and its owner's subscription together determine how that Workspace is billed. + +**Note:** If your organization's first Workspace was created before April 1, 2025, you may still have a legacy Collect Annual subscription. For more information, see [Understand legacy Collect pricing](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management#understand-legacy-collect-pricing). + +--- + +## Related articles + +- [Learn About Plan and Subscription Management](/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Learn-About-Plan-and-Subscription-Management) + +--- + +# FAQ + +## Can different Workspaces have different subscriptions? + +No. All Workspaces owned by the same Workspace owner share the same subscription. However, each Workspace can have a different plan. + +## Does my subscription determine which features I can use? + +No. Your subscription determines how your Workspaces are billed. Available features are determined by each Workspace's plan. + +## Why can't I see the Subscription page? + +Only the Workspace owner can view and manage the subscription under **Account > Subscription**. + +## Can I manage subscriptions for multiple Workspaces from one place? + +Yes. Because your subscription applies to all Workspaces you own, you can view and manage it from **Account > Subscription**. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing.md b/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing.md new file mode 100644 index 000000000000..647f48e8facc --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing.md @@ -0,0 +1,168 @@ +--- +title: Understand Expensify Pricing +description: Learn the current pricing for Collect and Control workspaces, including subscription rates, Expensify Card discounts, and legacy Collect pricing. +keywords: [billing, pricing, Collect, Control, subscription, currency, seat count, Expensify Card, workspace eligibility, NZD billing, GBP billing, EUR billing, AUD billing] +internalScope: Covers current pricing for Collect and Control Workspaces, Annual and Pay-per-use subscriptions, localized pricing, Expensify Card discounts, and legacy Collect pricing. Does not explain how subscription charges are calculated or how to manage subscriptions. +retrievalIntent: How much does Expensify cost +contentType: topic +platform: new +order: 3 +--- + +# Understand Expensify Pricing + +Expensify pricing depends on your Workspace plan, subscription type, billing currency, and for eligible subscriptions, qualifying Expensify Card usage. This article provides an overview of the current pricing model. + +For the latest pricing details and feature comparison, visit [Expensify Pricing](https://www.expensify.com/pricing). + +## Find your subscription pricing + +Select your billing currency to view the subscription prices. + +

    Select your billing currency:

    + + + +

    + +
    + +| Workspace plan | Subscription | Standard price | With Expensify Card | +| -------------- | ------------ | -------------: | -------------------: | +| **Collect** | Pay-per-use | **$5** per unique member/month | — | +| **Control** | Annual | **$18** per member included in your subscription size/month, plus **$36** per active member above your subscription size/month | **As low as $9** per member included in your subscription size/month | +| **Control** | Pay-per-use | **$36** per active member/month | **As low as $18** per active member/month | + +
    + + + + + + + + + + + +--- + +## How Annual subscription pricing works + +An Annual subscription is a 12-month commitment to a subscription size that you choose when you start the subscription. + +Each month, you're billed for every member included in your subscription size, regardless of activity. If the number of active members exceeds your subscription size, each additional active member is billed at the Pay-per-use rate. + +During your subscription term: + + - You can increase your subscription size at any time. + - You can't decrease your subscription size until your subscription renews. + +For more information about managing an Annual subscription, see [Manage Annual Subscription Settings](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Manage-Annual-Subscription-Settings). + +--- + +## How the Expensify Card discount works + +Control Workspaces with an Annual subscription can receive up to a 50% discount on their subscription pricing based on Expensify Card usage. + +Your discount is calculated based on the percentage of all approved USD expenses in your Workspace during the billing month that were incurred on the Expensify Card. As that percentage increases, your subscription discount increases proportionally, up to a maximum of 50%. + +With the full discount, subscription prices are reduced by 50%. For example, on USD billing, the price for members included in your subscription size is reduced from $18 to $9 per member/month, and the price for active members above your subscription size is reduced from $36 to $18 per member/month. + +--- + +## How legacy Collect pricing works + +The current Collect pricing applies only if your organization's first workspace was created on or after April 1, 2025. + +If your organization's first Workspace was created before April 1, 2025, your Workspace remains on legacy Collect pricing. + +Legacy Collect pricing is: + +| Subscription | Standard price (USD) | +| ------------ | -------------------------- | +| Annual | $5 per member included in your subscription size/month, plus $10 per active member above your subscription size/month | +| Pay-per-use | $10 per active member/month | + +Legacy Collect subscriptions use active members for billing instead of unique members. + +To learn about the difference between active members and unique members, see [Learn About Billing Terms and Definitions](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions#what-member-terms-mean). + +--- + +# FAQ + +## Are GBP, EUR, AUD, and NZD prices converted from USD? + +No. Expensify uses fixed regional pricing rather than converting prices based on daily exchange rates. + +## Are taxes included in the prices shown? + +No. Applicable taxes are calculated separately based on your billing location and tax status. + +## Which Workspaces can use an Annual subscription? + +Only Control Workspaces can use an Annual subscription. Collect Workspaces are available only with a Pay-per-use subscription. + +## Can my subscription price change during an Annual term? + +Yes. If you increase your subscription size or exceed it during an Annual subscription, additional members are billed at the Pay-per-use rate. + +## Which currencies does Expensify support for localized pricing? + +Expensify offers localized pricing for USD, GBP, EUR, AUD, and NZD billing. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/_meta.yml b/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/_meta.yml new file mode 100644 index 000000000000..c85102355efc --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/_meta.yml @@ -0,0 +1,2 @@ +title: Explore Plans, Subscriptions, and Pricing +order: 4 diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/_meta.yml b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/_meta.yml new file mode 100644 index 000000000000..06450421a6af --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/_meta.yml @@ -0,0 +1,2 @@ +title: Manage Your Subscription and Billing +order: 5 diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Add-or-Update-a-Payment-Card.md b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Add-or-Update-a-Payment-Card.md new file mode 100644 index 000000000000..54e888b4a631 --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Add-or-Update-a-Payment-Card.md @@ -0,0 +1,66 @@ +--- +title: Add or Update a Payment Card +description: Add a payment card or replace the card on file to pay for your Expensify subscription. +keywords: [New Expensify, add payment card, update payment card, change payment card, replace card, billing owner, subscription, payment method, credit card, workspace owner, corporate karma, personal karma] +internalScope: Audience is all Workspace owners. Covers adding a payment card or replacing the card on file for Expensify subscription payments under Account > Subscription. Does not cover billing details or billing receipts. +retrievalIntent: How do I pay for Expensify +contentType: task +platform: new +--- + +# Add or Update a Payment Card + +Your Expensify subscription is paid using a single payment card stored under **Account > Subscription**. Add a payment card when you first start paying for Expensify, or update it if your card expires or you want to use a different card. + +--- + +## Who can add or update a payment card + +Only Workspace owners can add a payment card or update an existing one. If you're not the Workspace owner, the **Subscription** tab won't appear under **Account**. + +--- + +## How to add a payment card + +1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Account** > **Subscription**. +2. In the **Payment** section, select **Add payment card**. +3. Enter your payment card details. +4. Accept the terms and select **Add payment card**. + +Your payment card is saved and will be used for future Expensify subscription charges. + +--- + +## How to replace the payment card on file + +To replace an existing card: + +1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Account** > **Subscription**. +2. In the **Payment** section, select the three dots **(⋮)**, then select **Change payment card**. +3. Enter the new credit card details. +4. Select **Add payment card**. + +The new payment card replaces the previous one and will be used for future Expensify subscription charges. + +--- + +## Related Articles + +- [View Your Plan and Subscription](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/View-Your-Plan-and-Subscription) +- [Learn About Billing Permissions](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions) + +--- + +# FAQ + +## Why don't I see the option to add or change a payment card? + +Only the workspace Owner can manage the payment card. If the **Subscription** tab or the **Payment** section isn't visible, you're not a Workspace owner. + +## Do I need to remove my old card before adding a new one? + +No. Selecting **Change payment card** and entering new details replaces the card on file automatically. + +## Can I pay for my Expensify subscription using ACH? + +No. Expensify subscriptions can only be paid using a payment card. ACH and other bank account payment methods aren't supported for subscription payments. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Find-Your-Expensify-Billing-Receipt.md b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Find-Your-Expensify-Billing-Receipt.md new file mode 100644 index 000000000000..9cada6896cf0 --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Find-Your-Expensify-Billing-Receipt.md @@ -0,0 +1,47 @@ +--- +title: Find Your Expensify Billing Receipt +description: Learn how to locate your monthly Expensify billing receipt in your subscription settings using View payment history. +keywords: [where is my receipt, download receipt, view payment history, find billing receipt, locate receipt] +internalScope: Audience is Workspace owners. Covers how to locate the monthly Expensify billing receipt in Subscription settings. Does not cover pricing or how to interpret the receipt. +retrievalIntent: Where to find the Expensify billing receipt. +platform: new +contentType: task +order: 1 +--- + +# Find Your Expensify Billing Receipt + +Expensify creates a receipt for each subscription charge. The receipt is stored in the Workspace owner's account as an expense and can be found in the subscription settings under **View payment history**. + +## Who can find billing receipts + +By default, only the Workspace owner can view billing receipts under **View payment history**. + +If a billing receipt is added to a report, other Workspace Admins can also view it on the **Spend** page. + +--- + +## How to find billing receipts + +1. In the navigation tabs (on the left on web, on the bottom on mobile) go to **Account > Subscription**. +2. Select **View payment history**. +3. Select any expense to view its billing receipt. + +--- + +## Related articles + + - [Review Your Expensify Billing Receipt](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Review-Your-Expensify-Billing-Receipt) + - [Transfer Workspace Ownership](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Transfer-Workspace-Ownership) + +# FAQ + +## Why don't I see **View payment history**? + +**View payment history** appears only after the Workspace owner has been billed at least once. If you don't see it, [confirm that you're the Workspace owner](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions#what-is-a-workspace-owner). + +## How can I make billing receipts visible to other Workspace Admins? + +By default, only the Workspace owner can view billing receipts. To make them visible to other Workspace Admins, add the receipts to a report. Once they're added to a report, Workspace Admins can view them on the **Spend** page by searching for the merchant `Expensify`. + +To add Expensify billing receipts to reports automatically, create a Personal Expense Rule. To learn more, see [Personal Expense Rules](/articles/new-expensify/settings/Personal-Expense-Rules). diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Fix-a-Billing-Issue.md b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Fix-a-Billing-Issue.md new file mode 100644 index 000000000000..d464c2f8f3cd --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Fix-a-Billing-Issue.md @@ -0,0 +1,85 @@ +--- +title: Fix a Billing Issue +description: Learn how to resolve billing issues by updating your payment method or completing the action shown in Account > Subscription. +keywords: [fix billing issue, payment failed, retry payment, good standing, update payment card, authenticate payment, billing issue, payment could not be processed] +internalScope: Audience is Workspace owners. Covers resolving billing issues from Account > Subscription. Does not cover pricing, subscription management, or billing ownership. +retrievalIntent: How to fix a failed payment. +contentType: task +platform: new +--- + +# Fix a billing issue + +Billing issues occur when Expensify can't successfully process payment for your Workspace subscription. When this happens, the Workspace owner sees a notification and **Account > Subscription** explains why payment couldn't be processed and what action is required. + +If the billing issue isn't resolved within 7 days, the Workspace loses access to paid features until the outstanding payment is successfully processed. + +--- + +## Check why your payment failed + +Go to **Account > Subscription**. + +If a billing issue exists, the Workspace owner will see: + +- A red dot on **Account** in the navigation tabs (on the left on web, on the bottom on mobile). +- A red dot next to **Subscription** under **Account**. +- A message at the top of **Account > Subscription** explaining why payment couldn't be processed and what you need to do next. + +The notification remains visible until the billing issue is resolved. + +## How to fix a billing issue + +1. In the navigation tabs (on the left on web, on the bottom on mobile) go to **Account > Subscription**. +2. Review the message at the top of the page. +3. Complete the action shown. + +| If the message says... | Do this | +| --- | --- | +| **Your payment could not be processed** | Click **Retry payment**. If the payment still fails, contact your bank or update your payment card. | +| **Your payment card has expired** | Update your payment card, then **Retry payment**. | +| **Your payment card is expiring soon** | Update your payment card before it expires to avoid future billing issues. | +| **Your payment requires authentication** | Complete the required authentication, such as 3D Secure verification. | +| **Your payment information is outdated** | Update your payment card and **Retry payment**. | +| **Your payment is past due** | Pay the outstanding balance. | +| **A billing dispute is preventing payment** | Resolve the dispute with your bank before retrying the payment. | + +--- + +## How to confirm a billing issue is resolved + +After payment is successfully processed: + +- The message is removed from **Account > Subscription**. +- The red notification dots are removed from **Account**. +- A receipt for the successful payment appears under **View payment history** +- Access to paid features is restored. + +To learn how to find your payment receipt, see [Find Your Expensify Billing Receipt](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Find-Your-Expensify-Billing-Receipt). + +--- + +# FAQ + +## Why can't I fix the billing issue? + +Only the Workspace owner can manage subscription payments. To check who the Workspace owner is, see [What is a Workspace Owner](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions#what-is-a-workspace-owner). + +To become the Workspace owner, see [Transfer Workspace Ownership](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Transfer-Workspace-Ownership). + +## What happens if a billing issue isn't fixed? + +The billing issue remains visible until it's resolved. If the billing issue isn't resolved within 7 days, the Workspace loses access to paid features. Once payment is successfully processed, access to paid features is restored. + +## Why did my payment fail? + +Common reasons include: + +- Your payment card couldn't be charged. +- Your payment card has expired or is about to expire. +- Your payment requires authentication, such as 3D Secure verification. +- Your payment information is no longer valid. +- Your payment is past due. +- A billing dispute is preventing payment. + +To see the specific reason for your Workspace, go to **Account > Subscription**. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Request-Tax-Exemption.md b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Request-Tax-Exemption.md new file mode 100644 index 000000000000..ff2b9178556c --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Request-Tax-Exemption.md @@ -0,0 +1,48 @@ +--- +title: Request Tax Exemption +description: Learn how to request tax exemption for your Expensify subscription by submitting your organization's tax exemption documentation. +keywords: [request tax-exempt status, tax exemption, sales tax exemption, nonprofit billing, VAT, ST-119, 501(c)] +internalScope: Audience is Workspace owners. Covers requesting tax-exempt status for an Expensify subscription. Does not cover transferring Workspace ownership or troubleshooting. +retrievalIntent: How to request tax exemption for an Expensify subscription. +contentType: task +order: 2 +--- + +# Request Tax Exemption + +If your organization is exempt from sales tax, you can request tax exempt status for your Expensify subscription by submitting your exemption documentation to Concierge. + +## Who can request tax exemption + +The Workspace owner can request tax exempt status. + +To qualify, you'll need documentation proving your organization's tax-exempt status. Accepted documents include: + + - IRS 501(c) determination letter + - ST-119 certificate + - Foreign tax-exempt declaration + +Your documentation should include your VAT number (or RUT if your organization is based in Chile), when applicable. + +## How to request tax exemption + +1. Go to **Account** > **Subscription**. +2. Select **Subscription settings**. +3. Click **Tax exempt status**. +4. A chat with Concierge will open automatically. Tell Concierge that your organization is tax-exempt and attach a PDF of your tax-exempt documentation. + +## What happens after you request tax exemption + +Expensify reviews your documentation and contacts you if additional information is required. Once your request has been processed, Concierge will send you a message to confirm your account has tax exempt status. + +After your request is approved, sales tax will no longer be applied to future Expensify subscription billings. + +# FAQ + +## What happens to bills that included tax before my exemption was approved? + +If you were charged sales tax before your tax-exempt status was approved, contact Concierge or your Account Manager to request a refund of the tax amount. + +## How do I remove tax exempt status? + +If your organization is no longer tax-exempt, contact Concierge or your Account Manager and request that your tax-exempt status be removed. After the change is processed, sales tax will be applied to future subscription invoices, where applicable. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Review-Your-Expensify-Billing-Receipt.md b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Review-Your-Expensify-Billing-Receipt.md new file mode 100644 index 000000000000..f112467fd0ff --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Review-Your-Expensify-Billing-Receipt.md @@ -0,0 +1,96 @@ +--- +title: Review Your Expensify Billing Receipt +description: Learn how to read your Expensify billing receipt, including billing breakdown, activity breakdown and discounts. +keywords: [what does my receipt mean, receipt breakdown, receipt sections, billing summary, discounts] +internalScope: Audience is Workspace owners. Explains the purpose and sections of the monthly Expensify billing receipt. Does not explain billing calculations, pricing rules, or how to resolve billing issues. +retrievalIntent: What do the sections on my billing receipt mean +platform: new +contentType: topic +--- + +# Review Your Expensify Billing Receipt + +Your monthly Expensify billing receipt summarizes your subscription charges for the billing period. It shows your total charge, any discounts or credits that were applied, and how subscription usage was distributed across the Workspaces you own. + +If you haven't accessed your receipt yet, [learn how to find your Expensify billing receipt](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Find-Your-Expensify-Billing-Receipt). + +--- + +## What the Billing breakdown shows + +The Billing breakdown lists the charges and credits included in your total subscription cost. + +Depending on your subscription, it may include: + + - Inactive members + - Monthly or annual subscription charges + - Expensify Card discounts + - Expensify Card cashback credits + - Promotional discounts or credits + - Total amount charged + +Each line item includes the quantity, applicable rate, and resulting charge or credit, making it easier to understand how your final total was calculated. + +--- + +## What discounts and credits appear on your receipt + +If discounts or credits were applied during the billing period, they're included in the Billing breakdown. + +Depending on your subscription, you may see: + + - Expensify Card discounts + - Expensify Card cash back + - Promotional discounts or credits + +Your receipt may also include informational messages about additional savings opportunities, such as qualifying for Expensify Card pricing. + +[Learn how the Expensify Card discount works](/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing#how-the-expensify-card-discount-works). + +--- + +## What the Activity breakdown shows + +The Activity breakdown shows how subscription usage was distributed across your Workspaces during the billing period. + +For each Workspace, you'll see: + + - Workspace name + - Workspace ID + - Amount of subscription usage attributed to that Workspace + +This section helps you understand which Workspaces contributed to your overall subscription charges. + +--- + +## What annual subscription details appear on your receipt + +If you have an annual subscription, your billing receipt includes information about your subscription term and renewal. + +Depending on your subscription, you may see: + +- The date of your final payment for the current subscription term +- Whether your subscription is set to renew automatically +- Your renewal date +- The date your first payment for the new subscription term will be charged + +This section helps you understand when your current annual subscription ends and when your next subscription period begins. + +--- + +## Related articles + + - [Learn About Billing Terms and Definitions](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions) + - [Understand Expensify Pricing](/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing) + +--- + +# FAQ + +## Why doesn't the Activity breakdown match the amount each Workspace spent? + +The Activity breakdown is a billing allocation, not a spending report. It shows how your subscription usage was attributed across your Workspaces for the billing period, which may differ from the expenses submitted or reimbursed in each Workspace. + +## Why doesn't the Activity breakdown add up the way I expected? + +The Activity breakdown is designed to explain how your subscription charges were allocated across your Workspaces. It's not an activity report and won't necessarily match the number of expenses, reports, reimbursements, or other Workspace metrics you see elsewhere in Expensify. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Transfer-Workspace-Ownership.md b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Transfer-Workspace-Ownership.md new file mode 100644 index 000000000000..be6103331ac0 --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Transfer-Workspace-Ownership.md @@ -0,0 +1,93 @@ +--- +title: Transfer Workspace Ownership +description: Learn how a Workspace Admin can transfer workspace ownership to themselves and become the Workspace owner. +keywords: [transfer workspace ownership, transfer owner, workspace owner, billing owner, change workspace owner, subscription] +internalScope: Audience is Workspace Admins who want to become the owner of a Workspace. Covers how to transfer ownership from the current owner under Workspaces > Members and how to transfer an Annual subscription. Does not cover how to configure or cancel a plan or subscription. +retrievalIntent: How can I change the owner of a workspace subscription +contentType: task +platform: new +--- + +# Transfer Workspace Ownership + +The Workspace owner, sometimes called the billing owner, is responsible for the Workspace's subscription. They manage its billing settings, and their payment card is charged for the subscription. + +You might transfer workspace ownership when the current Workspace owner is leaving your organization, no longer manages the Workspace, or needs someone else to take responsibility for the Expensify subscription. + +## Who can transfer workspace ownership + +Workspace Admins can transfer workspace ownership to themselves to become the Workspace owner. + +Before you begin: + +- You'll need to be a Workspace Admin on the Workspace you're transferring. To take over an Annual subscription that includes multiple Workspaces, you must be a Workspace Admin on every workspace in that subscription. +- If there are multiple workspaces, you must transfer one workspace at a time. +- You'll need a payment card on file. If you don't have one, you'll be prompted to add it during the transfer. + +--- + +## How to transfer workspace ownership + +1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Workspaces > [workspace name] > Members**. +2. Select the current Workspace owner from the member list. +3. Click **Transfer owner**. +4. Confirm the transfer. + +When the transfer is complete, you'll see a confirmation message that you're now the Workspace owner. + +--- + +## What happens after you transfer Workspace ownership + +- You become the Workspace owner for the Workspace. +- Your payment card is used for future subscription charges. +- You can manage the Workspace's billing settings. +- You'll receive billing notifications and receipts for that Workspace. + +Depending on the Workspace's status and subscription, you may also see one of the following messages: + + - **Outstanding balance:** If there's an unpaid balance from a previous billing period, you'll be prompted to transfer the balance before ownership can be transferred. Your payment card is charged for that amount immediately. + - **Take over Annual subscription:** If the Workspace is the only workspace on the current owner's Annual subscription, you'll be prompted to transfer the subscription to your account. This merges the Annual subscription with your current subscription and increases your subscription size by the number of members shown in the message. + - **Duplicate subscription alert:** If the current Workspace owner has other workspaces on the same Annual subscription, you can't transfer the subscription by taking over just one workspace. To transfer the Annual subscription, ask the current Workspace owner to add you as a Workspace Admin to every workspace included in the subscription. Then transfer ownership of each workspace. + +--- + +## Related articles + + - [Learn About Billing Permissions](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions) + - [View your plan and subscription](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/View-Your-Plan-and-Subscription) + +--- + +# FAQ + +## Why do I see the "Take over Annual subscription" message? + +This message appears when the Workspace you're taking over is the only workspace included in the current owner's Annual subscription. + +If you continue, the Annual subscription is transferred to your account and merged with your existing subscription. Your subscription size increases by the number of members shown in the message. + +## Why do I see the "Duplicate subscription alert" message? + +This message appears because the current Workspace owner has multiple workspaces on the same Annual subscription. + +To transfer the Annual subscription, you must be a Workspace Admin on every workspace included in that subscription. Ask the current Workspace owner to add you as a Workspace Admin to all of their workspaces, then transfer ownership for each Workspace. + +If you only want to become the owner of the current Workspace, click **Continue** to transfer ownership without transferring the Annual subscription. + +## Why do I see the "Outstanding balance" message? + +This message appears when the current Workspace owner has an unpaid balance from a previous billing period. To complete the ownership transfer, you'll need to transfer the outstanding balance. Once you confirm, your payment card is charged for the outstanding amount and the ownership transfer continues. + +## How do I take over an Annual subscription? + +You can take over an Annual subscription only if you're a Workspace Admin on every workspace included in that subscription. + +- If the subscription includes only the Workspace you're transferring, you'll see the **Take over Annual subscription** message. Continue to transfer the subscription to your account. +- If the subscription includes multiple workspaces, you'll see the **Duplicate subscription alert** message. Ask the current Workspace owner to add you as a Workspace Admin to every Workspace included in the subscription, then transfer ownership of each workspace. + +## Why can't I see billing history from the previous Workspace owner? + +Billing history only includes subscription charges made while you're the Workspace owner. Charges paid by the previous Workspace owner won't appear in your billing history. + +If you need to review previous subscription charges, ask the previous Workspace owner to follow the steps to [make billing receipts visible to other Workspace Admins](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Find-Your-Expensify-Billing-Receip#how-can-i-make-billing-receipts-visible-to-other-workspace-admins). diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/_meta.yml b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/_meta.yml new file mode 100644 index 000000000000..250a6874f19e --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/_meta.yml @@ -0,0 +1,2 @@ +title: Manage Billing +order: 2 diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Cancel-an-Annual-Subscription.md b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Cancel-an-Annual-Subscription.md new file mode 100644 index 000000000000..59a69b6ddc88 --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Cancel-an-Annual-Subscription.md @@ -0,0 +1,77 @@ +--- +title: Cancel an Annual Subscription +description: Learn how a Workspace owner can request to cancel an Annual subscription, when the request is approved, and how billing continues on Pay-per-use. +keywords: [New Expensify, cancel subscription, cancel annual subscription, switch to pay-per-use, downgrade annual, end subscription, stop subscription, billing owner, cancellation request, workspace owner] +internalScope: Audience is Workspace owners. Covers how to request cancellation of an Annual subscription so the workspace continues on Pay-per-use. Does not cover the differences between subscription types or how to change a plan. +retrievalIntent: How do I cancel an Annual subscription +contentType: task +platform: new +--- + +# Cancel an Annual subscription + +If you're a Workspace owner, you can ask Expensify to end your workspace's Annual subscription and continue on Pay-per-use billing instead. Canceling the Annual subscription ends the 12-month commitment but doesn't delete your workspace or interrupt access. Your workspace continues on Pay-per-use billing. + +Selecting **Cancel subscription** submits a *request* to cancel. It does not cancel your subscription on its own. Because an Annual subscription is a 12-month commitment, requests are reviewed to determine whether they qualify for cancellation, and not all requests are approved. + +For more details, see, [When You Can Change Your Subscription](docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management#when-you-can-change-your-subscription). + +--- + +## Who can cancel an Annual subscription + +Only the Workspace owner can request a cancellation, and only when the workspace is on an **Annual** subscription. **Cancel subscription** appears under **Account > Subscription** after your free trial ends and once a payment card has been added or you've been billed at least once. + +If your workspace is already on Pay-per-use, there's no subscription to cancel. To stop billing in that case, delete the Workspace instead. + +--- + +## How to request Annual subscription cancellation + +1. In the navigation tabs (on the left on web, at the bottom on mobile), go to **Account > Subscription**. +2. Select **Cancel subscription**. +3. Choose the main reason you're canceling and add the requested details. +4. Review the acknowledgment that submitting the form requests cancellation and that approval is not guaranteed, then **Submit**. + +--- + +## When Expensify approves an Annual subscription cancellation request + +Your request may be approved automatically when **all** of the following are true: + + - You've only been billed once for the Annual subscription. + - You have no outstanding balance. + +If your request is approved automatically, you'll see a **Subscription canceled** confirmation right away. Any request that doesn't meet these conditions is reviewed manually and you'll see a **Request submitted** message instead—we'll follow up through your chat with **Concierge**. + +--- + +## What happens after your Annual subscription is canceled + +Once the Annual subscription is canceled, your workspace continues automatically on **Pay-per-use** and is billed month-to-month. You don't need to take any other action to switch. + +Canceling does not stop future charges. As long as the workspace exists, you'll be billed for any active members each month. To prevent all future activity and charges, **delete the workspace**—note that you'll still be billed for any activity already incurred during the current calendar month. + +--- + +## What happens if your Annual subscription cancellation request isn't approved + +Annual subscriptions are a 12-month commitment. Expensify may approve cancellation requests if you've only been billed once for the Annual subscription and have no outstanding balance. Otherwise, the subscription remains in effect for the rest of the commitment. + +If your request isn't approved, you'll continue to be billed for the remainder of your Annual subscription term. If you no longer want to manage the workspace, another Workspace admin can transfer ownership to themselves. Transferring ownership doesn't cancel the subscription or change the remaining billing commitment. [Learn how to transfer workspace ownership](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Transfer-Workspace-Ownership). + +--- + +# FAQ + +## Does canceling my Annual subscription delete my workspace or data? + +No. Canceling only ends the annual commitment. Your workspace, expenses, and reports remain, and the workspace continues on Pay-per-use. + +## What's the difference between the "Subscription canceled" and "Request submitted" messages? + +**Subscription canceled** means your request met the conditions for automatic approval and is already done. **Request submitted** means our team is reviewing your request and will respond through Concierge. + +## How do I stop being billed entirely? + +Delete the workspace to stop future billing. Canceling an Annual Subscription only switches the workspace to Pay-per-use, where monthly charges continue while the workspace remains active. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Change-Your-Workspace-Plan.md b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Change-Your-Workspace-Plan.md new file mode 100644 index 000000000000..4d27380b6b9f --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Change-Your-Workspace-Plan.md @@ -0,0 +1,58 @@ +--- +title: Change Your Workspace Plan +description: Switch a Workspace's Plan type between Collect and Control. +keywords: [New Expensify, change workspace plan, switch plan, Collect plan, Control plan, plan type, upgrade, downgrade, upgrade to Control, downgrade to Collect, workspace admin] +internalScope: Audience is Workspace owners. Covers how to switch a Workspace between the Collect and Control plans. Does not cover the differences between plans or how to change a subscription. +retrievalIntent: How to switch a Workspace plan between Collect and Control. +contentType: task +platform: new +order: 4 +--- + +# Change Your Workspace Plan + +Every Workspace uses either the Collect or Control plan. Your Workspace plan determines which features are available. If your needs change, you can switch the Workspace's **Plan type**. + +To learn which plan is right for your organization, see [Compare Collect and Control Plans](/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Compare-Collect-and-Control-Plans). + +--- + +## Who can change the Workspace plan + +Only the Workspace owner can change a workspace's plan. + +If you have an Annual subscription, changes to your plan may be restricted. To learn more, see [When You Can Change Your Plan](/articles/new-expensify/billing-and-subscriptions/Learn-How-Billing-and-Subscriptions-Work#when-you-can-change-your-plan). + +--- + +## How to switch between the Collect and Control plans + +1. In the navigation tabs (on the left on web, at the bottom on mobile), go to **Workspaces > [workspace name]**. +2. Select **Overview**. +3. Select **Plan type**. +4. Choose **Collect** or **Control**. +5. Confirm your selection. + +--- + +## Related articles + + - [View Your Plan and Subscription](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/View-Your-Plan-and-Subscription) + - [Understand Expensify pricing](/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing). + +--- + +# FAQ + +## Can I switch back to Control after downgrading to Collect? + +Yes. You can upgrade a Workspace to Control at any time by returning to the **Plan type** setting. + +## Why is my Plan type locked? + +This happens when you're on the Control plan with an Annual subscription. You've committed to your active members on Control until the subscription term ends, so you can't downgrade to Collect before that date. The locked message shows exactly when your term ends. + +## Why can't I downgrade my invoiced subscription? + +You can't downgrade the plan on an invoiced subscription from the app. Reach out to your Account Manager or Concierge to discuss or make changes to your subscription. + diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management.md b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management.md new file mode 100644 index 000000000000..390ec0b500d1 --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management.md @@ -0,0 +1,72 @@ +--- +title: Learn About Plan and Subscription Management +description: Learn who can change a Workspace's plan or subscription in New Expensify and the conditions that apply, including when you can and can't downgrade. +keywords: [New Expensify, plan management, subscription management, change plan, change subscription, downgrade plan, workspace Owner, Collect, Control, Annual, Pay-per-use] +internalScope: Audience is Workspace owners. Covers who can change a Workspace's plan or subscription and the conditions that apply. Does not cover plan features or how to change a subscription. +retrievalIntent: When are Workspace plan or subscription changes allowed. +contentType: topic +platform: new +order: 1 +--- + +# Learn About Plan and Subscription Management + +Every paid Workspace has a plan and a subscription, and together they determine how billing is calculated. The Workspace owner can manage them, but changes may be restricted depending on your current subscription type. + +If you're new to Expensify billing, start with [Learn How Billing and Subscriptions Work](/articles/new-expensify/billing-and-subscriptions/Learn-How-Billing-and-Subscriptions-Work). + +--- + +## Who can manage a plan or subscription + +Only the Workspace owner can manage the Workspace's plan or subscription. Each workspace has exactly one owner, whose payment card is charged for the subscription. + +Being a Workspace Admin doesn't include plan and subscription management permissions. Admins can manage members and workspace settings, but they can't change the Workspace's plan or subscription unless they first take over ownership. + +To learn more, see [Learn About Billing Permissions](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions). + +--- + +## When you can change your plan + +- **On a Pay-per-use subscription**, you can upgrade from Collect to Control or downgrade from Control to Collect at any time. +- **On an Annual subscription**, you can't switch from Control to Collect until the end of your subscription term. The Collect plan is only available with a Pay-per-use subscription. + +--- + +## When you can change your subscription + +Your subscription determines your billing commitment, so the rules for changing it depend on which subscription you have. + + - **On a Pay-per-use subscription**, there is no commitment. If your plan type supports an Annual subscription, you can switch at any time. + - **On an Annual subscription**, your subscription includes a 12-month commitment, and can't be changed until the end of the subscription term. + +--- + +## How to manage your plan or subscription + +Use these articles to complete common plan and subscription tasks: + +- [View Your Current Plan and Subscription](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/View-Your-Plan-and-Subscription) +- [Change your Workspace plan](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Change-Your-Workspace-Plan) +- [Manage your subscription settings](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Manage-Annual-Subscription-Settings) + +--- + +# FAQ + +## Can a Workspace Admin change the plan or subscription? + +No. Only the Workspace owner can manage the Workspace's plan or subscription. If an admin needs to make these changes, they must first become the Workspace owner. [Learn how to transfer workspace ownership](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Transfer-Workspace-Ownership). + +## Why can't I switch from Control to Collect? + +If your Workspace has an Annual subscription, you can't switch from the Control plan to the Collect plan until the end of your subscription term. The Collect plan is only available with a Pay-per-use subscription. + +## Can I switch from Pay-per-use to an Annual subscription? + +Yes, if your Workspace is on the Control plan. You can switch from a Pay-per-use subscription to an Annual subscription at any time. + +## Can I change my subscription before my Annual term ends? + +No. Annual subscriptions include a 12-month commitment and can't be changed until the end of the subscription term. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Manage-Annual-Subscription-Settings.md b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Manage-Annual-Subscription-Settings.md new file mode 100644 index 000000000000..b6c3b4a1bb9c --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Manage-Annual-Subscription-Settings.md @@ -0,0 +1,91 @@ +--- +title: Manage Annual Subscription Settings +description: Learn how the Workspace owner can adjust Annual subscription size, auto-renew, and auto-increase for an Expensify Annual subscription. +keywords: [New Expensify, annual subscription, subscription settings, subscription size, auto-renew, auto-increase annual seats, increase seats, billing owner, workspace owner, contract, 12-month commitment] +internalScope: Audience is Workspace owners on an Annual subscription. Covers changing subscription size, auto-renew, and auto-increase under Account > Subscription. Does not cover pricing, billing calculations, plans, or Pay-per-use subscriptions. +retrievalIntent: How to change subscription size, auto-renew, and auto-increase seats. +contentType: task +platform: new +order: 3 +--- + +# Manage Annual subscription settings + +Annual subscriptions include settings that let you manage your subscription, including **Subscription size**, **Auto-renew**, and **Auto-increase annual seats**. + +These settings apply only to Annual subscriptions. A Pay-per-use subscription has no commitment. + +To check your current plan and subscription settings, see [View Your Plan and Subscription](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/View-Your-Plan-and-Subscription). + +--- + +## Who can manage Annual subscription settings + +Only the Workspace owner can view and change Annual subscription settings. + +The Workspace owner can make changes to the **Auto-renew**, and **Auto-increase annual seats** settings at any time. **Subscription size** can be increased at any time, but can't be decreased until the end of the subscription term. + +--- + +## What each Annual subscription setting controls + + - **Subscription size** is the maximum number of active members covered by your Annual subscription. You can increase your subscription size at any time, but you can't decrease it until the subscription term ends. Any time you increase it—whether manually or through Auto-increase—you start a new 12-month subscription at that larger size. + - **Auto-renew** keeps your Annual subscription going. When it's enabled, the subscription renews for another 12 months at the end of the term. When it's disabled, the Annual subscription does not renew and your Workspace continues on Pay-per-use billing after the renewal date. + - **Auto-increase annual seats** removes the need to adjust your subscription size manually as your team grows. When it's enabled and your active members exceed your Subscription size, Expensify raises the size to cover them—which starts a new 12-month subscription and extends your subscription end date. + +--- + +## How to increase your Annual subscription size + +1. In the navigation tabs (on the left on web, at the bottom on mobile), go to **Account > Subscription**. +2. Choose **Subscription settings**. +3. In the **Subscription size** field, enter the number of seats you want to increase to. +4. Confirm the new Annual subscription details. + +**Note:** You can increase your subscription size during an Annual subscription term, but you can't decrease it until the current term ends. Increasing your subscription size starts a new 12-month term, and you can't lower the size again until that term ends. + +For more details, see [Learn About Plan and Subscription Management](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management). + +--- + +## How to enable or disable Auto-increase annual seats + +1. In the navigation tabs (on the left on web, at the bottom on mobile), go to **Account > Subscription**. +2. Choose **Subscription settings**. +3. Enable or disable **Auto-increase annual seats**. + +While it's enabled, any month your active members exceed your subscription size, your size increases automatically to cover them and a new 12-month subscription begins at the higher size. + +--- + +## How to disable Auto-renew + +1. In the navigation tabs (on the left on web, at the bottom on mobile), go to **Account > Subscription**. +2. Choose **Subscription settings**. +3. Disable **Auto-renew** and confirm your choice. + +Your Annual subscription stays active until the renewal date shown on the page. After that, your Workspace continues on Pay-per-use billing. + +--- + +# FAQ + +## Can I reduce my Subscription size during my Annual term? + +No. You can increase your **Subscription size** at any time, but you can't reduce it until your current Annual subscription term ends. + +## What happens if I increase my Subscription size? + +Increasing your **Subscription size** starts a new 12-month Annual subscription at the larger size. Your new subscription end date is based on the date of the increase. + +## What happens if Auto-increase annual seats is enabled? + +If your number of active members exceeds your **Subscription size**, Expensify automatically increases your subscription size to cover them. This starts a new 12-month Annual subscription and extends your subscription end date. + +## What happens if I disable Auto-renew? + +Your Annual subscription remains active until its renewal date. After that, your Workspace moves to a Pay-per-use subscription unless you renew before the term ends. + +## Can I change my Annual subscription settings if I'm a Workspace Admin? + +No. Only the Workspace owner can view or change Annual subscription settings. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/View-Your-Plan-and-Subscription.md b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/View-Your-Plan-and-Subscription.md new file mode 100644 index 000000000000..f272a0f1a2d7 --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/View-Your-Plan-and-Subscription.md @@ -0,0 +1,52 @@ +--- +title: View Your Plan and Subscription +description: See your current Workspace plan and subscription details. +keywords: [New Expensify, current plan, view plan, pricing, billing rate, per member, Collect, Control, billing owner, subscription, workspace owner] +internalScope: Audience is Workspace owners. Covers how to view the current Workspace plan and billing rate under Account > Subscription. Does not cover how to change, enable, or configure a plan or subscription. +retrievalIntent: How to view your current plan and subscription. +contentType: task +platform: new +order: 2 +--- + +# View Your Plan and Subscription + +Workspace owners can confirm which plan they're on— Collect or Control—and the subscription that determines their Expensify bill under **Account > Subscription**. + +--- + +## Who can view your plan and subscription + +Only the Workspace owner can view the Workspace's plan and subscription together under **Account > Subscription**. + +Workspace Admins can view the Workspace plan under **Overview > Plan type**, but they can't view the subscription. + +--- + +## How to view your current plan and subscription + +1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Account** > **Subscription**. +2. Scroll to the **Your plan** section to view your plan. +3. Choose **Subscription settings** to view your subscription details. + +--- + +## Related articles + + - [Learn About Plan and Subscription Management](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management) + - [Change Your Workspace Plan](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Change-Your-Workspace-Plan) + - [Manage Annual Subscription Settings](/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Manage-Annual-Subscription-Settings) + +--- + +# FAQ + +## Why is my Control rate shown as a starting price? + +Control pricing depends on your subscription type and your organization's qualifying Expensify Card usage, so it's displayed as a starting rate per active member. The lowest rate applies when you have an annual subscription and qualifying Expensify Card usage. + +To learn more, see [Understand Expensify Pricing](/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing). + +## How do I find my Workspace's owner? + +To find the owner of a Workspace you're a member of, see [Learn About Billing Permissions](/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions#what-is-a-workspace-owner). diff --git a/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/_meta.yml b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/_meta.yml new file mode 100644 index 000000000000..9c05eea6555c --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/_meta.yml @@ -0,0 +1,2 @@ +title: Manage Your Plan and Subscription +order: 1 diff --git a/docs/new-expensify/hubs/billing-and-subscriptions/explore-plans-subscriptions-and-pricing.html b/docs/new-expensify/hubs/billing-and-subscriptions/explore-plans-subscriptions-and-pricing.html new file mode 100644 index 000000000000..86641ee60b7d --- /dev/null +++ b/docs/new-expensify/hubs/billing-and-subscriptions/explore-plans-subscriptions-and-pricing.html @@ -0,0 +1,5 @@ +--- +layout: default +--- + +{% include section.html %} diff --git a/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing.html b/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing.html new file mode 100644 index 000000000000..86641ee60b7d --- /dev/null +++ b/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing.html @@ -0,0 +1,5 @@ +--- +layout: default +--- + +{% include section.html %} diff --git a/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing.html b/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing.html new file mode 100644 index 000000000000..86641ee60b7d --- /dev/null +++ b/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing.html @@ -0,0 +1,5 @@ +--- +layout: default +--- + +{% include section.html %} diff --git a/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/resolve-billing-issues.html b/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/resolve-billing-issues.html new file mode 100644 index 000000000000..86641ee60b7d --- /dev/null +++ b/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/resolve-billing-issues.html @@ -0,0 +1,5 @@ +--- +layout: default +--- + +{% include section.html %} diff --git a/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription.html b/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription.html new file mode 100644 index 000000000000..86641ee60b7d --- /dev/null +++ b/docs/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription.html @@ -0,0 +1,5 @@ +--- +layout: default +--- + +{% include section.html %} diff --git a/docs/redirects.csv b/docs/redirects.csv index ab7bc631a2a7..43a6be889283 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -710,7 +710,6 @@ https://help.expensify.com/articles/new-expensify/expenses-and-payments/Export-d https://help.expensify.com/articles/new-expensify/getting-started/Track-Expenses-on-Personal-Workspace,https://help.expensify.com/articles/new-expensify/getting-started/create-a-workspace-to-track-personal-expenses https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Enable-Global-Reimbursements,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Enable-Global-Reimbursement https://help.expensify.com/articles/expensify-classic/expenses/Split-an-expense.html,https://help.expensify.com/articles/expensify-classic/expenses/Edit-expenses#split-an-expense -https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing,https://www.expensify.com/pricing https://help.expensify.com/expensify-classic/hubs/connect-credit-cards/company-cards.html,https://help.expensify.com/articles/expensify-classic/connect-credit-cards/Manage-Company-Cards https://help.expensify.com/articles/expensify-classic/connect-credit-cards/Connect-Company-Cards.html,https://help.expensify.com/articles/expensify-classic/connect-credit-cards/Manage-Company-Cards https://help.expensify.com/new-expensify/hubs/connect-credit-cards/company-cards,https://help.expensify.com/new-expensify/hubs/connect-credit-cards/ @@ -991,3 +990,25 @@ https://help.expensify.com/articles/travel/travel-invoicing/Book-Travel-Using-Tr https://help.expensify.com/articles/travel/travel-invoicing/Complete-a-Hotel-Stay-Using-Travel-Invoicing,https://help.expensify.com/articles/travel/consolidated-travel-billing/Complete-a-Hotel-Stay-Using-Consolidated-Travel-Billing https://help.expensify.com/travel/hubs/travel-invoicing,https://help.expensify.com/travel/hubs/consolidated-travel-billing/ https://help.expensify.com/travel/hubs/travel-invoicing/,https://help.expensify.com/travel/hubs/consolidated-travel-billing/ +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/View-Your-Plan-and-Subscription +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Change-Your-Workspace-Plan +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Billing-Overview,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Tax-Exemption,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Request-Tax-Exemption +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Compare-Collect-and-Control-Plans +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/learn-about-plans-and-subscriptions/Understand-Expensify-Pricing,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/learn-about-plans-and-subscriptions/Compare-Collect-and-Control-Plans,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Compare-Collect-and-Control-Plans +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/How-Subscriptions-Plans-and-Billing-Work,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Learn-How-Billing-and-Subscriptions-Work +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Understand-Workspace-Ownership,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Overview-of-How-Subscriptions-Plans-and-Billing-Work,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Learn-How-Billing-and-Subscriptions-Work +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Understand-Billing-Terms-and-Definitions,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Understand-Workspace-Ownership-and-Billing-Permissions,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/learn-about-plans-subscriptions-and-pricing/Understand-Expensify-Pricing,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/learn-about-plans-subscriptions-and-pricing/Compare-Collect-and-Control-Plans,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Compare-Collect-and-Control-Plans +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-your-plan-and-subscription/View-Your-Plan-and-Subscription,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/View-Your-Plan-and-Subscription +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-your-plan-and-subscription/Change-Your-Workspace-Plan,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Change-Your-Workspace-Plan +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-billing/Request-Tax-Exemption,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Request-Tax-Exemption +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-billing/resolve-billing-issues/Understand-Why-Billing-Issues-Occur,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/resolve-billing-issues/Understand-Why-Billing-Issues-Occur +https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-billing/resolve-billing-issues/Fix-a-Billing-Issue,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/resolve-billing-issues/Fix-a-Billing-Issue +https://help.expensify.com/new-expensify/hubs/billing-and-subscriptions/learn-about-plans-subscriptions-and-pricing,https://help.expensify.com/new-expensify/hubs/billing-and-subscriptions/explore-plans-subscriptions-and-pricing +https://help.expensify.com/new-expensify/hubs/billing-and-subscriptions/manage-your-plan-and-subscription,https://help.expensify.com/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing +https://help.expensify.com/new-expensify/hubs/billing-and-subscriptions/manage-billing,https://help.expensify.com/new-expensify/hubs/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing