ExpensePoint™ offers monthly or yearly subscriptions, as well as per report plans. You can choose a plan based on your business needs and add as many users as required to your organization.
On a per report plan, because you do not pay per user, you can have anyone access the ExpensePoint™ app regardless of the permissions and access.
To manage your licenses, go to the License Administrator module from the top of your ExpensePoint™ app.
If you are on a Per Report plan you would be charged every time and Expense Report is created. This is NOT considering the Submitted reports. As soon as the report is generated in the system and gets a tracking number, that is when the charge happens.
Note: On a Per Report plan, it is a good idea to rename an existing Expense Report instead of creating a new one. This way you will avoid the charge, while repurposing the initial Expense Report.
The License Administrator module allows you to manage all license related matters.
The License Administrator module includes:
- License Tasks
- View Tasks
- Contact Options
From the License Tasks you can:
- Buy Analysis License
- Edit Billing Information
The View Tasks options will:
- Show Invoices
- Show Payments
- Show All
- View Invoice
From the Contact Options you can:
- Add Contact
- Edit Contact
- Delete Contact
From the main workspace of the License Administrator module you can view:
- The number of licenses you currently have
- Any of the other Specialty Licenses that you have signed up:
Analysis License(s)
Receipt Reader - Invoices details (Invoice Number, Date, Total amount and the Paid status)
- Contacts
The Contacts section will display the list of Contacts and their email.
The contacts from this area will have the right to contact the ExpensePoint™ support team to make any changes to your account.
Watch the video below about License Administrator.