Help setting up system



We are brand new to Expensify and setting up (first time) for a nonprofit with 2 employees. We are Jon (Executive Director) and Pam the employees. Jitasa Services will be our accounting/book outsource.

Jon opened an account, but Pam has not. We were not sure what category we should have applied for exactly. Jon is set as independent at the moment.

Can you help?

Jon & Pam


  • Sonia Liapounova
    Sonia Liapounova Expensify Success Coach - Admin, Expensify Team Posts: 210 Expensify Team

    Hi @Jon_2020_Expenses, welcome to Expensify!

    Generally for teams we recommend the Group plans as they allows employees to submit reports to their admins for approval and reimbursement. Depending on the features you need, you have the options of the Collect or Control plan. Most small teams opt for the Collect plan.

    However, if you'll be using Expensify to only track expenses by one of the users and won't be reimbursing via Expensify then having the user on the Individual subscription could also work and will be the cheapest option. The downside of an Individual subscription is that you won't be able to approve or reimburse expenses via Expensify.

    For a full feature breakdown take a look at our pricing page here.