How-to: Change your existing plan

Alejandro PazAlejandro Paz Expensify Team Posts: 69 Expensify Team
edited August 2020 in How-to Docs

Changing your plan will depend on what plan you’re currently on, what type of plan you’d like to start using, and what device you’re currently using (web or mobile app) when making the change. Here are some scenarios to help you navigate:

On Web (with a Group Policy)

Visit your Settings > Policies > Group > [Your Group Policy] > Plan area and select Switch under the policy you’d like to switch to:

On Web (with an Individual Policy)

Visit your Settings > Policies > Individual > [Your Individual Policy] > Plan area and select Switch under the policy you’d like to switch to:

On Mobile (with a Group Policy)

If you’re using the Expensify mobile app, you can start changing your plan from within Settings > Policies > (Your Policy) > Current Plan > Switch. If you want to go step by step, start by clicking on the hamburger icon on the top left of the screen:

Once there, select Settings:

Next, select View All near your policy:

From here, select the policy you’re looking to make the change to under the Group tab:

Next, select the Current Plan option under Plan:

Finally, you’ll see the Switch option below the plan you’re currently not using:

On Mobile (with an Individual Policy):

Open the Expensify App and start by clicking on the hamburger icon on the top left of the screen. Once there, select Settings:

Next, select View All near your policy:

From here, select the policy you’re looking to make the change to under the Individual tab:

Next, select the Current Plan option under Plan:

Finally, you’ll see the Switch option below the plan you’re currently not using:

If you want to learn more about each of the plans and what they offer before making the switch, check out the Pricing Page!

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