Learn About Plan and Subscription Management

Every paid Workspace has a plan and a subscription, and together they determine how billing is calculated. The Workspace owner can manage them, but changes may be restricted depending on your current subscription type.

If you’re new to Expensify billing, start with Learn How Billing and Subscriptions Work.

Who can manage a plan or subscription

Only the Workspace owner can manage the Workspace’s plan or subscription. Each workspace has exactly one owner, whose payment card is charged for the subscription.

Being a Workspace Admin doesn’t include plan and subscription management permissions. Admins can manage members and workspace settings, but they can’t change the Workspace’s plan or subscription unless they first take over ownership.

To learn more, see Learn About Billing Permissions.

When you can change your plan

• On a Pay-per-use subscription, you can upgrade from Collect to Control or downgrade from Control to Collect at any time.
• On an Annual subscription, you can’t switch from Control to Collect until the end of your subscription term. The Collect plan is only available with a Pay-per-use subscription.

When you can change your subscription

Your subscription determines your billing commitment, so the rules for changing it depend on which subscription you have.

• On a Pay-per-use subscription, there is no commitment. If your plan type supports an Annual subscription, you can switch at any time.
• On an Annual subscription, your subscription includes a 12-month commitment, and can’t be changed until the end of the subscription term.

How to manage your plan or subscription

Use these articles to complete common plan and subscription tasks:

• View Your Current Plan and Subscription
• Change your Workspace plan
• Manage your subscription settings

FAQ

Can a Workspace Admin change the plan or subscription?

No. Only the Workspace owner can manage the Workspace’s plan or subscription. If an admin needs to make these changes, they must first become the Workspace owner. Learn how to transfer workspace ownership.

Why can’t I switch from Control to Collect?

If your Workspace has an Annual subscription, you can’t switch from the Control plan to the Collect plan until the end of your subscription term. The Collect plan is only available with a Pay-per-use subscription.

Can I switch from Pay-per-use to an Annual subscription?

Yes, if your Workspace is on the Control plan. You can switch from a Pay-per-use subscription to an Annual subscription at any time.

Can I change my subscription before my Annual term ends?

No. Annual subscriptions include a 12-month commitment and can’t be changed until the end of the subscription term.