Merge a number of individual accounts/policies to group

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BradleyWatson
BradleyWatson Expensify Customer Posts: 1
in Advanced Admin Controls

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?

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  • Nicole Mendonca
    Nicole Mendonca Expensify Customer, Expensify Team Posts: 131 Expensify Team
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    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 concierge@expensify.com and we can walk you through setting up one group policy, and inviting everyone to that policy.

    😊

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