How does my partner code work?

You'll receive your partner code when you graduate from ExpensifyApproved! University. [Note: If you already have your partner code, you can add it under Settings > Your Account > Billing.]

Your partner code allows you and your clients to track the amount of active users on Expensify. More importantly, it allows Expensify to apply the correct discounts when you've moved into a higher partner tier.

There are five tiers of partnership based on the number of monthly active users that you refer to Expensify across all of your clients.
 

For example, if you've referred 21 or more active users across clients, all Policy Admins with your partner code added under their Billing section will receive 15% off their monthly bill moving forward. 

Don’t forget that your firm’s employees also count toward your monthly active users – all the more reason to use Expensify for your internal expense management!

What if several accountants at my firm are using Expensify?

Each accountant will receive a unique partner code once they graduate from ExpensifyApproved! University. Expensify will recognize the active users referred by all accountants across your entire accounting firm, and we'll apply the discount based on this total number. Once we set the code up for the company, all accountants at your firm will have activated partner codes. 

Each accountant will need to complete ExpensifyApproved! University to receive a free Expensify account. 

What's an ExpensifyApproved! partner account and how do I get one?

With an ExpensifyApproved! partner account, you can manage all your clients on Expensify (as well as your internal business expenses) in one place. Your clients and company will not be charged for your activity on their policies. 

Completion of ExpensifyApproved! University provides you with a free Expensify account so you won't be billed as a user for onboarding and managing your clients!

To create a policy for any client, head to Settings > Policies > Group > New Policy

One great benefit of a partner account is the ability to create policies on behalf of your clients (i.e. you can assign the policy ownership, billing, and subscriptions to them directly). If this is the better option for you, just enable Create for another account and insert the email address of the client’s policy owner.

Once you’ve created your client’s policy, remember to enter their client code in the Policy Overview section. This will be the code you use to identify them internally, and it will also be included in the breakdown of total active users on every Expensify bill.

Managing Expensify subscriptions across your clients

When using Expensify with your clients, you have three options for billing:

  1. Your clients own their Expensify subscriptions and get billed directly.
  2. Each accountant at your firm owns their clients’ Expensify subscriptions (and bills accordingly).
  3. A domain billing owner at your firm owns all the firm’s Expensify client subscriptions in one place.

To designate a domain billing owner at your firm for all client policies, a Domain Admin should head to Settings > Domain Control > [your firm’s domain] > Domain Admins > enable Consolidated Domain Billing.

The Primary Domain Admin selected must have a valid billing card on file to pay for subscriptions (located under Settings > Your Account > Billing.)

Moving forward, with Consolidated Domain Billing enabled, whenever a client policy is created by anyone at your firm, the ownership will automatically transfer to and be paid for by the Primary Domain Admin.

What happens to old policies?

Consolidated Domain Billing is not retroactive. If you have old client policies that need to be updated in this regard, just follow these two steps:

  1. Ensure the company-wide billing owner is added as a Policy Admin on these policies.
  2. They can then go to Settings > Policies > Group > [Policy Name] > Overview > Take Over Billing.

Training video - How Expensify partner accounts work


Any questions? Reach out to
concierge@expensify.com or check out the Expensify Community!

Did this answer your question?