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FAQ: Free Plan and Workspaces
I am an admin, what features are included in the Free Plan?
- Expensify Cards for all employees!
- Unlimited SmartScan for everyone in the company!
- Free next-day ACH reimbursements for cash expenses!
- 1% cashback when spending over $25,000 in a month across all cards!
- Free corporate travel booking!
What is a Workspace Editor?
A Workspace Editor is a space where you can configure your Workspace, pay bills, send invoices, book travel, and more!
I am on a paid plan, can I switch to a Free Plan?
You can set up a Free Plan, but you must honor any active subscription you have also. If you're on a paid plan, it is likely you want more functionality than what the Free Plan offers such as a direct connection with an accounting integration and approval workflows.
Can I get cashback on Expensify Card purchases if I have a free plan?
You can get 1% credited back to your settlement account once you spend over $25,000 per month across all cards and 2% when you spend over $250,000!
Can I switch currency on the Free Plan? It looks set to USD
We specifically require a US business bank account for the Free Plan, it is not possible to switch currencies.
Is a free plan available to people outside the USA?
Yes! You can use the free plan anywhere in the world to track expenses, send invoices etc. Just remember, anything that requires a verified business bank account (such as ACH reimbursement and the Expensify Card) is only available to those with a US checking account!
Can I integrate the free plan with my accounting package?
No. In order to use our accounting sync, you will need to update to a paid plan
With the FREE plan, can I add categories and tags to expenses, and export reports to specific formats?
The categories are set as standard categories and cannot be changed on the Free Plan. You don't have the option of tags. Custom categories and the ability to import categories and other coding from your accounting software are available on paid plans. Reports can, however, be exported to specific formats!
Can I add non-Expensify cardholders to my Workspace?
Yes. You can invite any user to your Workspace. Just click invite and enter their email and they will be invited to download the app and join!
How can I access my workspace?
Can my workspace have more than one Admin?
No. Currently, the Expensify Workplace only allows for just one admin (the Workspace creator).
It looks like Scheduled Submit is set to weekly on the Free Plan, can I change this?
No. Expense reports submitted on the Free Plan are set to submit weekly and do not allow for approvals.
How do I give a user I invited to my Workspace an Expensify Card?
You can give a user an Expensify Card by going to the Company Cards Page on expensify.com and setting a card limit >$0. Please note that in order to give a user a card, they must be using a private company email address (i.e. [email protected] NOT [email protected])
Can I use a different bank account to the one I have added for some of the features in the workspace?
No. The bank account you have added will be used to issue corporate cards, reimburse expenses, collect invoices, and pay bills!