If you are an Approved! 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 > Billing & Subscriptions > 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.
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