ExpensifyApproved! Best Practice: Using Client IDs
Add a Client ID to policies to generate billing receipts that are itemized by client and enhance client tracking.
If you are an ExpensifyApproved! accountant, it's best practice to add a Client ID to each of your client policies to easily identify clients, track their revenue growth, and produce monthly receipts that make billing a breeze.
Topics covered in this article:
- How to add a Client ID to a policy
- Itemized billing receipt breakdown
- Where to view and download billing receipts
How to add a Client ID to a policy
Client IDs can be added or viewed solely by an Approved! accountant. To add a Client ID to a policy, head to Settings > Policies > [Policy Name] > Overview. Here, you will be able to add any alphanumeric internal unique identifier for your client's policy. If your client has multiple policies, it is especially useful to add a given Client ID to those policies.
Pro-tip: Having a hard time deciphering which policy pertains to what client? Adding a Client ID to all policies will allow an Approved! accountant to easily identify a policy. This works best when billing is consolidated to one owner and all policies all labeled with a Client ID.
Are you not an ExpensifyApproved! partner yet, but would like to become one? Enroll in ExpensifyApproved! University to kick off the process!
Itemized billing receipt breakdown
By adding a Client ID to each of your policies, the billing receipt created each month will be itemized per client, with a breakdown of unique active users respectively. If you choose to not use a Client ID for a given policy, then the billing receipt will display all unique users per policy. If there is a mixture of these, the billing receipt will reflect a breakdown by Client ID and policy name.
Where to view and download billing receipts
All billing owners are automatically emailed a PDF version of their Expensify billing receipt every month. To download a CSV version of billing breakdown, head to Settings > Your Account > Payments > Billing History and click on Download Receipt CSV. The CSV version of the receipt will also include an additional column that specifies if the client policy is Team or Corporate.
If you have any questions, just ask in the Community or write into [email protected].