Merge a number of individual accounts/policies to group

BradleyWatson

HI there, I have been using the system for some months now, and have pressed my team and other teams to do the same.

We currently all have individual policies/accounts, can we all merge to a group/company account please? And if . so, what are the benefits please?

Nicole Mendonca

Hey @BradleyWatson! Happy to hear you're referring Expensify to your colleagues!

The main benefit(s) of having one group policy is:

• centralised billing for usage
• access to other's reports for approval, or reporting purposes
• only needing to set up policy rules in one place
• and more!

Please email [email protected] and we can walk you through setting up one group policy, and inviting everyone to that policy.

😊