This article covers:
- Terminology changes
- Plan changes
- Billing currency updates
- Policies page, policy settings, and Billing tab changes
- Mobile changes
- ACH changes
- “Flex” billing is now called “Pay-per-use” billing.
- The Team policy is now the Collect plan.
- The Corporate policy is now the Control plan.
We've updated the terminology for our policies and made it easier to choose the one that's right for you.
For an individual using Expensify:
- The Track plan is for tracking expenses for individual purposes. The most common purpose is for self-employed individuals who need to track their business expenses for tax reasons.
- The Submit plan is for individuals that want to submit expenses to their company but their company hasn’t adopted Expensify (yet!).
For a group or company using Expensify:
- The Collect plan is for a company who needs simple receipt collection rather than expense reporting. It’s about creating an easy way to collect receipts from people, code them, and have them put in your accounting software.
- The Control plan is for a company who needs to collect expenses and control how and when employees submit them; think expense violations and approval workflows.
Billing currency updates
- Kia ora, Kiwis! Billing in New Zealand Dollars (NZD) is now available. That's alongside our existing support for the US Dollar (USD), Great British Pound (GBP) and Australian Dollar (AUD). Check out the Pricing page for all currencies and prices.
Policies page, policy settings, and Billing tab changes
- The Policies page has been updated to reflect our changes in terminology and plan options. It now shows a clear separation of Individual and Group policies.
Settings > Policies page changes
- We’ve added details about your subscription to the Policies page for both Individual and Group policies.
- The subscription information can be collapsed or expanded.
Individual policy: (Track and Submit plans)
Individual Monthly Subscription: (Track and Submit plans)
Group policy - Annual Subscription: (Collect and Control plans)
Group policy - Pay-per-use Subscription: (Collect and Control plans)
Deleting or duplicating a policy
- The ability to delete and duplicate policies is now located in a drop-down menu behind the Cog to the far right of the policy name.
- We’ve added the ability to set your account’s default policy from the Policies page. You can still do this via mobile and also after clicking the drop-down icon on the web as you currently can.
Settings > Policies > Policy settings changes
- Added a Plan tab to the policy settings under Settings > Policies > [Company Policy Name] > Plan
- This replaces the “Upgrade to Corporate” or “Downgrade to Team” buttons previously in the Overview tab of your policy settings.
Settings > Your Account > Billing tab changes
- The “Billing & Subscription” tab located in your account settings has been renamed to “Billing”.
- There are now no 'Subscriptions' settings in Your Account as these have moved to the Settings > Policies page.
We’ve added additional options to control the policy and billing settings in the mobile app.
- Individual and group policies are broken out into their own tabs.
- You can create a new Group policy on the mobile app using the + button. You’ll be able to set the policy type and name. Additional policy setup can be completed through the Inbox.
- Added the ability to edit Categories, Currency, Policy name, and Plan to mobile policy settings.
- Can now delete a policy via the mobile app.
- Added a Billing tab under the list of policies to manage billing.
- Android will show all billing info for the billing owner.
- On iOS, billing is available for Individual policies only. Billing is only visible if the subscription was purchased via iTunes. Use the web app to view complete billing history and settings.
We’re making reimbursement more streamlined no matter how you use Expensify.
- All customers on an Individual or Group policy will be able to add an ACH/Paypal account.
- The option to reimburse via ACH is now available on all reports submitted on Individual and Group policies.
ACH reimbursement still has the same requirements:
- Submitters must have a US bank account set up as a deposit account.
- Reimbursers must have a validated US bank account as a withdrawal account.