Expensify Workspaces and Policies FAQs

I need to switch from a customer's workspace to the Pebl workspace. How can I do this?

If you are having difficulty switching from a customer's Expensify workspace to the Pebl workspace, please try the following recommendations:

• Try opening Expensify in a different browser.

• If the problem persists, engage your IT team or the team that handles Expensify internally. Expensify allows companies to restrict employees from changing their default workspace, so this restriction may need to be lifted.

The Pebl support team is also available to help troubleshoot if needed.

I submitted a report under the incorrect workspace. How can the workspace of an existing report be changed?

Supported employees should always submit expense reports for reimbursement under the Pebl workspace in Expensify.

• To move a single expense: Click More > Move to report

• To move a report to another workspace: Click More > Change workspace.

Note that if an expense or report has already been submitted, it needs to either be retracted or rejected back to a Draft status before re-assignment can be completed.

I need a copy of the expense policy of my country.

Supported employees can find their signed Expensify policy in the Documents section of their profile on the Global Work Platform. If a signed copy is not available, please open a request with the Pebl support team.