How-to: Upgrade to an individual Monthly Subscription or a Group Policy

Kirk Barrett
Kirk Barrett Expensify Success Coach - Admin Posts: 128 Expensify Team
edited May 2021 in How-to Docs

While a free Expensify account is great, you can get a whole lot more value out of Expensify by upgrading! Your upgrade choice will depend on whether you want to use Expensify solo (to track your own spend, or submit to someone outside of Expensify) or you want to use Expensify for your company or group. 

Flying solo? Upgrade to a Monthly Subscription (used with your individual policy) to unlock over 25 SmartScans

If you're currently using Expensify for free to Track or Submit expenses, then you're limited to 25 free SmartScans per-month. If you reach that limit, we'll prompt you to upgrade to an individual Monthly Subscription.

If you'd like to upgrade immediately, you can go to Settings > Policies Individual > Subscription and click Activate Subscription on the Monthly Subscription box on the left side. Done! You have unlimited SmartScans.

Need to use with a team or your business? Get your company using Expensify via group policies.

Your Expensify group policy is where you create expense rules, define approval workflows, manage integrations, configure reimbursements, and more. Expensify has two different group policy types: Collect and Control. Check out our policy types section to learn more about the different options. 

Create a group policy

If you are a brand new user, you will see a task in your Inbox asking if you're using your account for Business or Individual usage.

Depending on your selection, Business will give you the following options (and any of these options will create a Control policy and start your free trial). You will see other tasks to help you set up from this point!

Choosing Individual will present these two options. Either of these options will leave you on your current individual plan, and no group policy will be created!

Once you have gone through this flow, you can see your policies subscription settings (if you set up a group policy) on your Settings > Policies > Group > Subscription page.

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For a live overview of the Policy Admin role, policy management and administration, register for our free Admin Onboarding Webinar!