Expensify · MelvinBot · Jul 18, 2026
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+# Billing & Subscriptions Topic Index
+
+This internal index lists the canonical location for commonly referenced Billing & Subscriptions topics. When writing or updating help content, link to these locations instead of duplicating the same explanation where possible.
+
+This index is for help content authors, not members. It is not published member-facing content. All paths point to articles in `docs/articles/new-expensify/billing-and-subscriptions/`.
+
+## Roles & permissions
+
+| Topic | Canonical location | What it covers |
+| --- | --- | --- |
+| Workspace owner / billing owner | `/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions#what-is-a-workspace-owner` | Definition of the Workspace owner, that each workspace has exactly one, and how to identify the owner via the **Owner** column |
+| Workspace owner permissions | `/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Permissions#what-billing-permissions-does-the-workspace-owner-have` | The billing-related settings only the Workspace owner can manage (payment card, subscription, billing issues, cancellation, deletion) |
+| Workspace Admin (vs. owner) | `/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions#what-member-terms-mean` | Definition of Workspace Admin and how it differs from the Workspace owner |
+| Who can manage a plan or subscription | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management#who-can-manage-a-plan-or-subscription` | That only the Workspace owner (not Admins) can change a plan or subscription |
+
+## Members & billable activity
+
+| Topic | Canonical location | What it covers |
+| --- | --- | --- |
+| Member / unique member / active member / inactive member | `/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions#what-member-terms-mean` | Definitions of each member type used for billing |
+| Billable activity | `/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions#what-member-terms-mean` | What counts as billable activity (create, edit, submit, approve, export, or chat with Concierge) |
+
+## Plans
+
+| Topic | Canonical location | What it covers |
+| --- | --- | --- |
+| Workspace plan (Collect / Control) | `/articles/new-expensify/billing-and-subscriptions/Learn-How-Billing-and-Subscriptions-Work#what-is-a-workspace-plan` | Definition of a workspace plan and that the plan determines available features |
+| Collect vs. Control (feature comparison) | `/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Compare-Collect-and-Control-Plans#common-feature-differences-between-collect-and-control` | High-level feature differences to help choose between Collect and Control |
+| Change / switch workspace plan | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Change-Your-Workspace-Plan#how-to-switch-between-the-collect-and-control-plans` | Steps to switch Plan type between Collect and Control |
+| When you can change your plan (eligibility) | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management#when-you-can-change-your-plan` | Rules for upgrading/downgrading, including the Annual Control → Collect restriction |
+
+## Subscriptions
+
+| Topic | Canonical location | What it covers |
+| --- | --- | --- |
+| Subscription (definition) | `/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions#what-subscription-terms-mean` | Glossary definition of subscription, plan, subscription type, and billing period |
+| Annual vs. Pay-per-use | `/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Learn-About-Subscriptions#what-subscriptions-are-available` | The two subscription options and how each is billed |
+| How a plan affects available subscriptions | `/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Learn-About-Subscriptions#how-your-plan-affects-available-subscriptions` | Which subscriptions each plan supports (Collect = Pay-per-use; Control = Annual or Pay-per-use) |
+| When you can change your subscription | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Learn-About-Plan-and-Subscription-Management#when-you-can-change-your-subscription` | Rules for switching subscriptions, including the 12-month Annual commitment |
+| View your plan and subscription | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/View-Your-Plan-and-Subscription#how-to-view-your-current-plan-and-subscription` | Where to find current plan and subscription under **Account > Subscription** |
+
+## Annual subscription settings
+
+| Topic | Canonical location | What it covers |
+| --- | --- | --- |
+| Subscription size / seats | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Manage-Annual-Subscription-Settings#what-each-annual-subscription-setting-controls` | Definition of subscription size and that it can be increased but not decreased mid-term |
+| Auto-renew | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Manage-Annual-Subscription-Settings#what-each-annual-subscription-setting-controls` | What Auto-renew does and what happens when it is disabled |
+| Auto-increase annual seats | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Manage-Annual-Subscription-Settings#what-each-annual-subscription-setting-controls` | How Auto-increase raises subscription size and starts a new 12-month term |
+| Increase subscription size (how-to) | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Manage-Annual-Subscription-Settings#how-to-increase-your-annual-subscription-size` | Steps to increase Annual subscription size |
+| Cancel an Annual subscription | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-subscription/Cancel-an-Annual-Subscription#how-to-request-annual-subscription-cancellation` | How to request cancellation and the approval criteria |
+
+## Pricing
+
+| Topic | Canonical location | What it covers |
+| --- | --- | --- |
+| Subscription pricing / rates | `/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing#find-your-subscription-pricing` | Current per-member rates by plan, subscription, and currency |
+| How Annual subscription pricing works | `/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing#how-annual-subscription-pricing-works` | 12-month commitment, billing on subscription size, and overage billed at Pay-per-use |
+| Expensify Card discount | `/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing#how-the-expensify-card-discount-works` | Up to 50% subscription discount for Control Annual workspaces and how it is calculated |
+| Legacy Collect pricing | `/articles/new-expensify/billing-and-subscriptions/explore-plans-subscriptions-and-pricing/Understand-Expensify-Pricing#how-legacy-collect-pricing-works` | Pricing for workspaces first created before April 1, 2025 |
+| How the monthly bill is calculated | `/articles/new-expensify/billing-and-subscriptions/Learn-How-Billing-and-Subscriptions-Work#how-your-monthly-bill-is-calculated` | The inputs that determine the monthly bill (plan, subscription type, billable members, Card discount) |
+
+## Billing tasks & receipts
+
+| Topic | Canonical location | What it covers |
+| --- | --- | --- |
+| Payment card (add / update) | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Add-or-Update-a-Payment-Card#how-to-add-a-payment-card` | How to add or replace the payment card used for the subscription |
+| Fix a billing issue / failed payment | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Fix-a-Billing-Issue#how-to-fix-a-billing-issue` | How to resolve a failed payment and the message-to-action reference table |
+| Find a billing receipt | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Find-Your-Expensify-Billing-Receipt#how-to-find-billing-receipts` | How to locate receipts under **View payment history** |
+| Read / interpret a billing receipt | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Review-Your-Expensify-Billing-Receipt#what-the-billing-breakdown-shows` | What the Billing and Activity breakdowns on the receipt show |
+| Transfer workspace ownership | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Transfer-Workspace-Ownership#how-to-transfer-workspace-ownership` | How a Workspace Admin transfers ownership to become the Workspace owner |
+| Request tax exemption | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Request-Tax-Exemption#how-to-request-tax-exemption` | How to request tax-exempt status for a subscription |
+| Personal Karma / Corporate Karma | `/articles/new-expensify/billing-and-subscriptions/manage-your-subscription-and-billing/manage-billing/Manage-Personal-Karma-and-Corporate-Karma#what-happens-after-you-enable-personal-karma-or-corporate-karma` | The donation model, who manages each program, and how donations are charged |
+| Expensify Card cashback credit | `/articles/new-expensify/billing-and-subscriptions/Learn-About-Billing-Terms-and-Definitions#what-payment-terms-mean` | Glossary definition of the Expensify Card cashback credit applied to subscription charges |
+
+## Gaps
+
+These topics are referenced across Billing & Subscriptions articles but do not have a clear canonical explanation within this folder. Consider creating or designating a canonical section before linking to them repeatedly.
+
+| Topic | Where it's referenced | Note |
+| --- | --- | --- |
+| Deleting a workspace (to stop billing) | `Learn-About-Billing-Permissions`, `Cancel-an-Annual-Subscription` | Repeatedly cited as the way to stop all future billing, but there is no canonical "how to delete a workspace" section in this folder. |
+| Invoiced subscriptions | `Change-Your-Workspace-Plan` (FAQ) | Mentioned as unable to be downgraded in-app (contact Account Manager/Concierge), but never defined or explained anywhere in this folder. |
+| Free trial | `Cancel-an-Annual-Subscription` | Referenced as a precondition ("after your free trial ends") without a canonical explanation of how the trial works. |