Taking Control of a Policy

garrettmknight —  November 27, 2012 — 2 Comments

Being a policy owner has it’s benefits. You are automatically and permanently given admin privileges on the policy. You get to say you’re the owner. You are granted the right to add or remove other admins at a whim! (And you have to pay for the policy usage, but don’t worry about that, you’re the boss!)

If you’d like to claim any of these fine perks for yourself you’ll need to take control of the policy. To do so, first you’ll need to upgrade to the plan of the previous owner. Then you’ll need to be added to the policy with Admin permission. 

Screen Shot 2014-02-11 at 11.01.37 AM

Once you’ve become an Admin on the policy, navigate to the Basics Section of the policy and click ‘Take Over Billing’. If you haven’t added a billing card you’ll be prompted to do so. If you receive an error indicating the action failed, it’s very likely that the previous owner has an outstanding debt. Please contact help@expensify.com to have the outstanding billing transferred to your account so you can take ownership of the policy.

Screen Shot 2014-02-11 at 11.01.53 AM

Once you’ve taken over billing you are the proud new owner of the policy!

2 responses to Taking Control of a Policy

  1. 

    Hi Folks, I would like to give my feedback about the application. It’s great but can be even better. On the report side, it seems there is no way we can have those fancy graphics placed on the reports. Could be a good upgrade for the next version, don’t you think?

  2. 

    Hey JC,

    Are you referring to putting your company’s graphics on the reports? If you’re interested in this, we’ll be glad to discuss it with you at help@expensify.com. Just shoot us an email and we’ll see what we can do.

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