Introducing Workspaces in Expensify

Introducing Workspaces in Expensify

This week, we rolled out a few small changes in an effort to streamline your experience between Expensify Classic and New Expensify.

Here’s the TL;DR for the updates made in both apps:

  • Policies are now called Workspaces

  • Your Inbox is now called Home

  • People are now called Members

Let’s dive into this a bit more below.

Policies are now called Workspaces

This small but important name change highlights all the different types of collaboration that can happen around money and finances.

Under Expensify Classic, policies were a set of rules around your organization’s expense management setup. Companies could create a policy for their entire office, for various teams or entities, or for any other group that required a different set of rules to follow when creating expense reports. 

With New Expensify, our app is no longer just a receipt, expense, company card, reimbursement, invoicing, bill pay super app (try saying that three times fast!). Expensify is now the place for financial collaboration — not only can you do everything you could do before with business expenses, you can now also:

  • chat with your colleagues,

  • create task lists and assign tasks to others, and

  • send and request money. 

That means New Expensify is like Expensify Classic + WhatsApp + Venmo combined; it’s not just for companies, but also for friend groups, roommates, student orgs, church volunteer groups, neighborhood interest groups, and more. “Workspaces” felt more appropriate (and less corporate) than “policies” to describe this organic environment for any type of group to collaborate, so we updated the language to match.

Inbox is now called Home

This one is likely the most straightforward change — Home is where you can see an overview of outstanding tasks, important messages, and more. This page serves as your HQ for anything that needs your attention, and we’ve updated the name to reflect that.

People are now called Members

If communities are all about bringing together people with similar interests and goals, then organizing them into teams massively increases the chances of success. That’s why each workspace has its own unique group of (team) members, whether that’s people working for the same company, a church group, an HOA, or a monthly beer-enthusiast club. Members, assemble! 

With Expensify, you can now create workspaces, invite members, and get shit done. Have questions about any of these changes? Feel free to reach out to us at concierge@expensify.com





Ryan Schaffer

Ryan joined Expensify in 2013 and now manages all major financial activities at the company. As CFO, he’s led multiple equity buybacks from early shareholders, raised debt financing for the company, and served as the main liaison between investors and the business. Prior to becoming CFO, Ryan was the Director of Marketing and Strategy, where he spearheaded brand marketing campaigns — including one Super Bowl commercial — that vaulted Expensify to the top of the accounting industry. In his free time, Ryan enjoys scuba diving and gardening in Maui, where he lives with his wife and their cat, Cornpop.

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