From e3abf5253b696fcf1618f3016d668658246c3ede Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Thu, 31 Aug 2023 19:06:43 -0700 Subject: [PATCH 1/2] Update and rename Card-Rev-Share-for-Approved-Partners.md to Expensify-Card-revenue share for ExpensifyApproved!-partners.md Making some updates to instructions --- ...-Card-revenue share for ExpensifyApproved!-partners.md} | 7 ++++++- 1 file changed, 6 insertions(+), 1 deletion(-) rename docs/{Card-Rev-Share-for-Approved-Partners.md => Expensify-Card-revenue share for ExpensifyApproved!-partners.md} (59%) diff --git a/docs/Card-Rev-Share-for-Approved-Partners.md b/docs/Expensify-Card-revenue share for ExpensifyApproved!-partners.md similarity index 59% rename from docs/Card-Rev-Share-for-Approved-Partners.md rename to docs/Expensify-Card-revenue share for ExpensifyApproved!-partners.md index 9b5647a004d3..f1c411fe6663 100644 --- a/docs/Card-Rev-Share-for-Approved-Partners.md +++ b/docs/Expensify-Card-revenue share for ExpensifyApproved!-partners.md @@ -9,9 +9,14 @@ Start making more with us! We're thrilled to announce a new incentive for our US
This program is currently only available to US-based ExpensifyApproved! partner accountants. # How-to -To benefit from this program, all you need to do is ensure that you are listed as a domain admin on your client's Expensify account. If you're not currently a domain admin, your client can follow the instructions outlined in [our help article](https://community.expensify.com/discussion/5749/how-to-add-and-remove-domain-admins#:~:text=Domain%20Admins%20have%20total%20control,a%20member%20of%20the%20domain.) to assign you this role. +To benefit from this program, complete the following steps +1. Ensure that you are listed as the Primary Contact under your client's domain in Expensify. If you're not currently the Primary Contact for your client, you or your client can follow the instructions outlined in [our help article](https://community.expensify.com/discussion/5749/how-to-add-and-remove-domain-admins#:~:text=Domain%20Admins%20have%20total%20control,a%20member%20of%20the%20domain.) to assign you this role. +2. Add a Business Bank Account to the Primary Contact account. Follow the instructions in [our help article](https://community.expensify.com/discussion/4751/how-to-add-a-verified-bank-account-us-only) to get a Business Bank Account added. + # FAQ - What if my firm is not permitted to accept revenue share from our clients?

We understand that different firms may have different policies. If your firm is unable to accept this revenue share, you can pass the revenue share back to your client to give them an additional 0.5% of cash back using your own internal payment tools.

+How will I know which clients to pay back?
+
Every month you will receive an automated message via new.expensify.com and email providing a breakdown of revenue shared generated per client.

- What if my firm does not wish to participate in the program?

Please reach out to your assigned partner manager at new.expensify.com to inform them you would not like to accept the revenue share nor do you want to pass the revenue share to your clients. From 788a4070867838b2c78f90cda79afe88c01ee121 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Fri, 1 Sep 2023 10:04:30 -0700 Subject: [PATCH 2/2] Update Expensify-Card-revenue share for ExpensifyApproved!-partners.md --- ...ensify-Card-revenue share for ExpensifyApproved!-partners.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/Expensify-Card-revenue share for ExpensifyApproved!-partners.md b/docs/Expensify-Card-revenue share for ExpensifyApproved!-partners.md index f1c411fe6663..f9d18da76ef6 100644 --- a/docs/Expensify-Card-revenue share for ExpensifyApproved!-partners.md +++ b/docs/Expensify-Card-revenue share for ExpensifyApproved!-partners.md @@ -11,7 +11,7 @@ Start making more with us! We're thrilled to announce a new incentive for our US # How-to To benefit from this program, complete the following steps 1. Ensure that you are listed as the Primary Contact under your client's domain in Expensify. If you're not currently the Primary Contact for your client, you or your client can follow the instructions outlined in [our help article](https://community.expensify.com/discussion/5749/how-to-add-and-remove-domain-admins#:~:text=Domain%20Admins%20have%20total%20control,a%20member%20of%20the%20domain.) to assign you this role. -2. Add a Business Bank Account to the Primary Contact account. Follow the instructions in [our help article](https://community.expensify.com/discussion/4751/how-to-add-a-verified-bank-account-us-only) to get a Business Bank Account added. +2. Add a Business Bank Account to the Primary Contact account. Follow the instructions in [our help article](https://community.expensify.com/discussion/4641/how-to-add-a-deposit-only-bank-account-both-personal-and-business) to get a Business Bank Account added. # FAQ - What if my firm is not permitted to accept revenue share from our clients?