Can I change the admin responsible for submitting monthly billing report?

k1224bk1224b Posts: 6 Expensify Newcomer

I set up expensify for my company but I would like someone from my finance department to receive the billing receipt and submit the billing report instead of me. How can I make that happen?

Answers

  • Katie OswaltKatie Oswalt Posts: 24 Expensify Success Coach
    edited May 1

    Hi there, and welcome to the Community!

    Great question! You will simply want to have the correct person take over billing, which can be done in just a few clicks.

    To have another Policy Admin over billing, have them go to Settings > Policies > Group and click on the appropriate policy name. Then, on the policy Overview page, click on Take Over Billing.

    If they do not already have a billing card entered in your settings, you will be prompted to add one once you click "Take Over Billing". They will need to add a billing card to complete the transfer.

    I hope this is helpful! If you have any specific account concerns, you can write to us directly at [email protected] with details about the trouble you're running into 😀

Sign In or Register to comment.