What is a workspace?

A workspace is the context your receipts, members, and settings belong to. In current shared code, workspace management is closely tied to organisation management.

The number of workspaces you can manage is subject to your current subscription and deployment policy.

Creating a workspace

Current shared organisation / workspace creation flows prove support for fields such as:

name,
country code,
optional subdivision code,
organisation / workspace type,
optional description.

Common workspace patterns

Use case	Suggested setup
Freelancer with personal and client expenses	One Personal workspace, one workspace per active client
Family household	One shared Household workspace with multiple members as Editors
Small business owner	Business Operations, Travel & Meals, Equipment — matched to tax schedule categories
Accountant managing clients	One organisation per client, one workspace per expense period

Switching between workspaces

Shared clients let you switch the active workspace / organisation context. Receipt lists, capture flows, reporting, banking, and other views then operate inside that current context unless the client explicitly supports cross-workspace filtering.

Editing workspace settings

Current shared settings surfaces support updating organisation / workspace metadata such as name, country / subdivision, description, type, and logo.

Delete, restore, and ownership-transfer behavior depends on the specific client and permission level exposed by your deployment.

Moving entries between workspaces

Current shared receipt detail flows prove that a receipt can be moved to another workspace / organisation:

Open the receipt detail view.
Use the switch-workspace action if your client exposes it.
Select the destination workspace / organisation.
Confirm the move.

This page does not assume a universal default-workspace toggle, archive flow, billing-cycle field, or unlimited-workspace model unless your current client explicitly exposes those controls.