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Introducing an easier way to access all your settings!

Sheena TrepanierSheena Trepanier Posts: 2,047 Expensify Success Coach
edited July 19 in Product Updates

We’ve reorganized how you access your settings and invite you on a stroll through the new look. At the bottom of your left-hand menu, is a shiny new Settings page. Here you’ll find links to manage your account, policy, and domain settings. This will have replaced the Admin page if you previously had one.

Under the Your Account tab, you’ll find all your personal settings like Account Details, Preferences and Billing.

In the Policies tab, you'll always see your personal policy and any company policies that you belong to. If you’re an admin of a policy you’ll be able to access the settings as before.

Domain Control settings have found a new home under the Settings page as well. It’s worth noting that Domain Control settings are only available if you’re the admin of a Corporate policy. If you’re not using Domain Control, you’ll have the option to get in control of your domain.

We hope you enjoy the consolidated settings view and the ease of finding everything in one place. Let us know what you think!

Comments

  • Sheena TrepanierSheena Trepanier Posts: 2,047 Expensify Success Coach

    @Julia - You requested this at one point so I wanted to be sure to let you know!

  • vaguiar_54vaguiar_54 Posts: 1 Expensify Newcomer

    Our company is relatively new to Expensify. Why did everyone get a personal policy with this change? We're afraid people will actually use it for company expenses.

  • Sheena TrepanierSheena Trepanier Posts: 2,047 Expensify Success Coach
    edited July 17

    Hi @vaquiar_54, welcome to Expensify! To make sure we're on the same page, the personal policy isn't actually a newly-added feature. Every single customer of Expensify has always had a personal policy, but it just wasn't super visible (previously, the personal policy was characterized by selecting "(none)" in the policy selector).

    While personal account settings like email notifications and credit card import still exist under Settings > Your Account, the new design of the personal policy is mostly to improve the experience of individual Expensify users. For example, if a user were going to use Expensify only to track personal or submit business expenses without belonging to a company policy, they'd be able to configure their personal policy much more smoothly than before!

    As long as your employees have their account policy set to the company policy, they shouldn't have any worries about submitting expenses tied to their personal policy; this is the same as it is today. To set their account policy they can click on their user icon at the top left of their account, and then select the company policy from the list. Below is an example from my own testing account:

    Additionally, if you have Domain Control enabled, you can always restrict users to a specific Company Policy. If you'd like to learn more about that, check out our Help Center here.

  • HectorHector Posts: 1 Expensify Newcomer

    On new desktop version the auto send feature is missing. Thus all expenses I create, intended to be submitted at the end of the month, are forward to my boss, even when they are uncompleted or on process.
    How to schedule auto sending now?

  • Greg SchroederGreg Schroeder Posts: 15 Expensify Success Coach

    Hi @Hector, thanks for taking the time to reach out! It sounds like you're talking about Scheduled Submit, the feature that allows you to schedule reports to be automatically submitted based on a set timeline.

    If you're using Expensify as an individual user, you still have the ability to set Scheduled Submit settings; the setting has just been moved to the personal policy instead of the old location in Account Settings. Try navigating to:

    Settings > Policies > [Personal Policy Name] > Reports

    From here, you should have the ability to configure Scheduled Submit to your desired timing:

    Let me know if that does the trick for you!

  • JuliaJulia Posts: 142 Expensify Aficionado

    Great news, thanks for the update!

  • Sheena TrepanierSheena Trepanier Posts: 2,047 Expensify Success Coach
  • RoneeSRoneeS Posts: 2 Expensify Newcomer

    Where can you edit the expense categories? It used to be under Categories and Tags in Account Settings. Did I have some kind of trial period that gave me access to more features that have now disappeared?

  • Greg SchroederGreg Schroeder Posts: 15 Expensify Success Coach

    Hi @RoneeS, thanks for reaching out! You can edit personal expense categories under your personal policy. To do this, navigate to:

    Settings > Policies > [Personal Policy] > Categories

    These work the same as the categories that were housed in Account Settings previously. They're just located here instead. :)

  • RoneeSRoneeS Posts: 2 Expensify Newcomer
  • cpaulus1cpaulus1 Posts: 2 Expensify Newcomer

    Have you added the setting to send pdf copies of all receipts with each report that is submitted. We constantly have employees that fail to attach their pdf copies of receipts and we have to go back and run another copy of the report with receipts to pdf.

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