-
Notifications
You must be signed in to change notification settings - Fork 3k
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
Merge pull request #28348 from Expensify/NicMendonca-patch-2
- Loading branch information
Showing
1 changed file
with
30 additions
and
3 deletions.
There are no files selected for viewing
33 changes: 30 additions & 3 deletions
33
docs/articles/expensify-classic/getting-started/Plan-Types.md
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -1,5 +1,32 @@ | ||
--- | ||
title: Plan-Types | ||
description: Plan-Types | ||
title: Plan Types | ||
description: Learn which Expensify plan is the best fit for you | ||
--- | ||
## Resource Coming Soon! | ||
# Overview | ||
You can access comprehensive information about Expensify's plans and pricing by visiting www.expensify.com/pricing. Below, we provide an overview of each plan type to assist you in selecting the one that best suits your business or personal requirements. | ||
|
||
## Free Plan | ||
The Free plan is suited for small businesses, offering a dedicated workspace for efficiently handling Expensify card management, expense reimbursement, invoicing, and bill payment. This plan includes unlimited receipt scanning for all users within the company and the potential to earn up to 1% cashback on card spending exceeding $25,000 per month (across all cards). | ||
|
||
## Collect Workspace Plan | ||
The Collect Workspace Plan is designed with small companies in mind, providing essential features like a single layer of expense approvals, reimbursement capabilities, corporate card management, and basic integration options such as QuickBooks Online, QuickBooks Desktop, and Xero. This plan is ideal for those who require simple expense management functions. | ||
|
||
## Control Workspace Plan | ||
Our most popular option, the Control Workspace plan, offers a heightened level of control and Workspace customization. With a Control Workspace, you gain access to multi-level approval workflows, comprehensive corporate card management, advanced accounting integration, tax tracking capabilities, and advanced expense rules that facilitate the enforcement of your internal expense policy. This plan provides a robust set of features for effective expense management. | ||
|
||
## Individual Track Plan | ||
The Track plan is tailored for solo Expensify users who don't require expense submission to others. Individuals or sole proprietors can choose the Track plan to customize their Individual Workspace to align with their personal expense tracking requirements. | ||
|
||
## Individual Submit Plan | ||
The Submit plan is designed for individuals who need to keep track of their expenses and share them with someone else, such as their boss, accountant, or even a housemate. It's specifically tailored for single users who want to both track and submit their expenses efficiently. | ||
|
||
# FAQ | ||
|
||
## How can I change Individual plans? | ||
You have the flexibility to switch between a Track and Submit plan, or vice versa, at any time by navigating to **Settings > Workspaces > Individual > *Workspace Name* > Plan**. This allows you to adapt your expense management approach as needed. | ||
|
||
## How can I upgrade Group plans? | ||
You can easily upgrade from a Collect to a Control plan at any time by going to **Settings > Workspaces > Group > *Workspace Name* > Plan**. However, it's important to note that if you have an active Annual Subscription, downgrading from Control to Collect is not possible until your current commitment period expires. | ||
|
||
## How does pricing work if I have two types of Group Workspace plans? | ||
If you have a Control and Collect Workspace, you will be charged at the Control Workspace rate. |