March 13, 2016

Managing Your ZipExpenses Corporate Account

March 13, 2016
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Working on ZipExpenses, we always keep in mind that every process should be as natural in use as possible. And one of the best ways to achieve this result is simplification and automatisation of every single step. We try to hold this principle on every level of our service. And our subscription management is not an exception. Today we want to show you what happens when you decide to sign up on ZipExpenses.

Let’s take as an example a simple and regular scenario. You just requested access to our service on zipexpenses.com. In the next 24 hours our manager contacts you to say “hello” and answer all the questions you have (if you have any). He also offers you to schedule meeting for live demonstration of our service. This demo is a perfect way for you to see how everything works, try it yourself and understand how our service can help you in your business.

Let’s assume that everything is perfect and you are ready to be our client. What happens next? In this case our manager asks your email to assign you as an administrator of your corporate account. When the account is created you will receive invitation to set your password that looks like this:

Reset password letter Reset password letter

Just click “Reset my password” and follow the instructions. Now you are ready to manage your account. By default your company is using free account that allows to create only 2 users and has limited access to some advanced features like analytics or credit card integration. Do you need more? No problem. Let’s upgrade your plan. To do it click “Upgrade plan” in main menu.

Upgrade plan Upgrade plan

You will be redirected to the pricing tab in company profile. Click “Go to Premium” and enter your credit card details.

Features Features

That’s it. Your account will be upgraded in a couple of minutes and you will receive system notification about it. From now all features from simple receipts uploading to advances analytics abilities are available for your users.

Notifications Notifications

You will be charged once right after activation of premium account and then monthly based on the number of your users. No additional actions are required from your side.

We do care about your security. That’s why we don’t store your credit card data on our servers. Instead of it we use our partner - Stripe. It is the best software platform for running an internet business. Stripe handles billions of dollars every year for forward-thinking businesses around the world. De facto it is an industry standard. Stripe has been audited by a PCI-certified auditor and got PCI Service Provider Level. This is the highest level of certification available in the payments industry. To accomplish this, Stripe makes use of best-in-class security tools and practices to maintain a high level of security. So, your sensitive data is in right hands, stored and securely encrypted.

Ready to join us? Sign up on ZipExpenses.com to see the world’s most loved expenses reporting software in action.