ExpensifyApproved! Maximizing your Expensify Discount for you and your Clients
Expensify offers Active User Pricing for all ExpensifyApproved! Accountants. See our announcement about this change here:
Expensify Active User Pricing
As described on our pricing page, all non ExpensifyApproved! affiliated customers have two options for pricing:
Annual vs Pay-Per-Use
- Annual: $18 /mo. If the client commits to an Annual Subscription, they'll receive a 50% discount off of Pay-Per-Use pricing. Annual pricing is billed on a monthly basis for a 12 month period.
- Pay-Per-Use: $36/mo. The client is billed $36 for each active user in a given month. No annual commitment; leave anytime.
Any ExpensifyApproved! affiliated customer will get the Annual price of $18 /mo, without the commitment for 12 months, meaning they only pay for what they use, period.
Bundled vs Unbundled
Bundled clients (clients who adopt the Expensify card) are entitled to an extra discount on top of their Annual or Pay-per-use subscriptions.
- Bundled clients can receive up to a 75% discount on their monthly bill, bringing their bill down to $9 /mo.
- Unbundled clients can still enjoy Expensify without the Expensify Card and will be billed at $18 /mo.
The Bundled vs Unbundled options are available to all customers, whether or not you're an ExpensifyApproved! partner.
Policy Owners Pay for Usage in Expensify
The general design of Expensify is that whoever owns the expense policy pays for the activity on that expense policy. As an accountant creating policies for your clients, if you retain ownership of the client policy, you will be billed by Expensify for the client’s activity -- which you can then re-bill to them based on your client agreement.
To become an ExpensifyApproved! affiliated Policy Owner, you or your client must:
- Be an ExpensifyApproved! accountant
- Have an ExpensifyApproved! accountant set as an active policy admin
- Have an ExpensifyApproved! accountant set as an active domain admin
Billing Clients
Every month, Expensify will send you a single bill for the combined activity across all of your clients. The bill will include:
- Pay-Per-Use Seats: Clients and their users who were active that month.
- Bundle Expensify Card discount: Adopting the Expensify Card for 50% or more of a client’s approved spend.
- Total: The price for the month
- Policy list: A list of all client policies along with active seats.
If you have any questions, just ask in the Community or write into concierge@expensify.com.
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Comments
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Any way to determine that clients correctly entered our Expensify code? That is, is it possible to see the # of clients associated with our Partner account?
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@MattSCPA not within the UI on your side just yet. We're working on improving that! Your client can confirm (or you can if you have Copilot access to their account) via the Settings -> Payments -> Expensify Code (Optional) section of their group policy Billing Owner's account.
Otherwise, you can also chat with Concierge so we can look it up for you!
I hope this helps! Please let me know if you have more questions.
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If a user is present in different policies? Is he charged on each of them? and if the billing owner is the same or different? Thank you
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Hi @Ronan_TDC - If the billing owner is the same across all policies, a user will not be double-billed for being on multiple policies. If the billing owner is different on the policies, the user would be billed separately for each policy.
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Thank you @Maddy Lewis for your answer.
Do you think I can change the billing owner and keep having the 50% annual discount?
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Hi @Ronan_TDC
Any policy admin can take ownership of the policy/policies. You want to be sure you only have one billing owner with all policies owned by that person. As long as they have an Annual Subscription, they will have the 50% discount.
