Can I change the admin responsible for submitting monthly billing report?
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
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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 concierge@expensify.com with details about the trouble you're running into 😀
