Changing payment method to my co-pilot's card

Rob_P
Rob_P Expensify Customer Posts: 8 Expensify Newcomer
in Advanced Admin Controls

I have a co-pilot on the account with full control.

We want to change the payment method. Currently I have a personal card in the system which is charged to each month. My co-pilot entered his department card in the system, but it still charges my card.

How do we tell the system to switch to the card he entered?

Thanks,

Rob

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Answers

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team

    Hi @Rob_P - we'll use the payment method on the Payment Card on the account of the Billing Owner under Settings > Account > Payments. So you have two options here:

    1. Change the payment card in your account settings.
    2. Change the ownership of the Policies.

    Any Policy Admin can take over the billing of a Policy by clicking 'Take Ownership' under Settings > Policies > Group > [Policy Name] > Overview.

    If you run into any issues here, I recommend emailing [email protected] or using the in-app messaging, as we may need to discuss sensitive account-specific info. 😀

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