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

k1224bk1224b Expensify Customer 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 Expensify Success Coach - Admin Posts: 144 Expensify Team
    edited May 2019

    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 😀

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