License Administrator

ExpensePoint offers flexible subscription options to our expense management software to suit your business needs:

• Monthly subscriptions
• Yearly subscriptions
• Per report plans

As many users as needed can be added to your plan.

Per Report Plan Details

With the per report plan, you are not charged per user. This means you can allow anyone access to the ExpensePoint account regardless of their permissions or access level.

Charges occur each time an Expense Report is created in the system and is assigned a tracking number, not when it is submitted.

Tip: To avoid unnecessary charges on a per report plan, consider renaming an existing expense report rather than creating a new one when possible. This allows you to reuse the initial report without incurring additional fees.

Managing Licenses

To manage your licenses, navigate to the License Administrator module at the top of the ExpensePoint window.

The License Administrator module allows you to manage all license-related matters and includes the following sections:

• License Tasks
• View Tasks
• Contact Options

License Tasks

From here, you can:

• Buy an Analysis License
• Edit Billing Information

View Tasks

This section offers the options to:

• Show Invoices
• Show Payments
• Show All Transactions
• View Individual Invoices

Contact Options

Manage contacts with:

• Add Contact
• Edit Contact
• Delete Contact

Main Workspace Overview

From the main workspace of the License Administrator module, you can view:

• The number of licenses you currently have.
• Any Specialty Licenses, such as Analysis Licenses or Receipt Reader, that you have.
• Invoices details, including Invoice Number, Date, Total Amount, and the Payment Status
• Contacts and their email addresses

Contacts listed here have the authority to communicate with the ExpensePoint support team to make changes to your account.

Watch the video below for a detailed guide on using the License Administrator.