How to Manage Subscriptions and Billing in New Expensify
title: How to manage subscriptions and billing in New Expensify description: Step-by-step instructions for billing owners and Workspace Admins to cancel subscriptions, update payment methods, delete workspaces, and transfer billing ownership in New Expensify. keywords: [New Expensify, cancel subscription, update payment method, delete workspace, transfer billing ownership, retry billing, subscription management] internalScope: Step-by-step instructions for managing subscriptions and billing in New Expensify only. Relies on shared conceptual article for billing rules, eligibility, and transfer timing. —
How to manage subscriptions and billing in New Expensify
This article explains how to manage paid workspaces in New Expensify, including canceling subscriptions, updating your payment method, deleting workspaces, and transferring billing ownership.
For billing rules, ownership eligibility, and cancelation logic, see What billing ownership means in Expensify.
Where to manage billing in New Expensify
To manage subscriptions or billing:
- Tap your profile picture, then select Settings
- Choose the relevant workspace
- Tap Manage Workspace
- Select Billing & Subscriptions
This is where billing owners can manage payments and subscriptions.
How to view your subscription in New Expensify
To view your current subscription:
- Open the workspace
- Go to Manage Workspace > Billing & Subscriptions
- Review:
- Subscription type (monthly or annual)
- Plan size
- Renewal date
- Billing history and payment method
If you don’t see this section, you’re likely not the billing owner.
How to update your payment method in New Expensify
Only billing owners can update the card on file.
- Tap your profile picture and go to Settings
- Open the workspace and select Billing & Subscriptions
- Tap Payment Method
- Add a new credit or debit card
If your previous payment failed, retry billing after adding a valid card.
How to retry a failed payment in New Expensify
If a payment fails, billing owners will see a Retry Payment prompt in the billing section.
- Go to Billing & Subscriptions
- Update the payment method if needed
- Tap Retry Payment
Once payment succeeds, billing notices will clear automatically.
How to cancel a subscription in New Expensify
Only billing owners can cancel.
- Monthly plans can be canceled any time from the Billing & Subscriptions screen
- Annual plans require an early cancellation request
To cancel:
- Go to Billing & Subscriptions
- Tap Cancel Subscription
- If prompted, submit an Early Cancellation Request
- You’ll be notified once the request is approved or denied
If the request isn’t approved, billing continues through the subscription term.
How to delete a workspace in New Expensify
Only billing owners can delete a paid workspace.
To delete:
- Open the workspace
- Tap Manage Workspace
- Scroll down and select Delete Workspace
Note:
- Workspace deletion is permanent
- You can’t delete a workspace on an active annual plan unless early cancellation is approved
- Deletion does not remove your Expensify account or expense history
How to transfer billing ownership in New Expensify
Billing can be transferred to another Workspace Admin.
To transfer:
- Confirm the new owner is a Workspace Admin
- They must add a valid payment method to the workspace
- Go to Manage Workspace > Billing & Subscriptions
- Select Transfer Billing Ownership
The transfer takes effect on the 1st of the next month
Why billing actions may be blocked in New Expensify
You may be unable to manage subscriptions if:
- You are not the billing owner
- The payment method is expired or invalid
- You’re on an annual plan without early cancellation approval
To resolve this, update the payment method, transfer ownership, or submit an early cancellation request.
FAQ
Where do I cancel my subscription in New Expensify?
Go to Manage Workspace > Billing & Subscriptions, then tap Cancel Subscription. If you’re on an annual plan, submit a cancellation request.
How do I update my billing card?
Go to Billing & Subscriptions, tap Payment Method, and add a valid card.
Why can’t I see billing options?
You may not be the billing owner. Only billing owners can see subscription and payment settings.
What happens if I delete a workspace?
The workspace is permanently removed, but your Expensify account and expenses stay intact. You cannot delete a workspace on an active annual plan unless early cancellation is approved.
When does billing ownership transfer take effect?
Billing ownership transfers on the 1st of the following month, after a valid payment method is added by the new owner.
