This article explains how to understand your monthly Expensify receipt as a billing owner—including what you’re being charged for, where discounts are applied, and how to identify savings.

Receipt Sections

Your receipt includes the following:

• High-level summary – Total cost and per-member pricing.
• Savings opportunities – Discounts and cash back from using the Expensify Card.
• Billing breakdown – Line-by-line charges, discounts, and activity.
• Workspace activity – Billing details by workspace.

High-Level Summary

• Shows the total amount paid across all workspaces under your billing ownership.
• Displays the price per member, based on total active members.
• Lists which members generated billable activity for the month.

Save Money & Earn Cash Back

Use the Expensify Card and an annual subscription to lower your costs and earn rewards.

This section of your receipt highlights:

• Estimated savings from using the Expensify Card.
• A button to Get started, which connects you with Concierge or your account manager for help setting up.

Note: Expensify Cards are only available to companies with a US business bank account.

Billing Breakdown

This section outlines all charges and credits applied to your account:

• Inactive workspace members @ $0.00 – Users who didn’t generate billable activity.
• Chat-only members @ $0.00 – Users who only used Expensify Chat.
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• Annual Control members @ $18.00 – Members on an annual Control Plan.
• Pay-per-use Control members @ $36.00 – Extra Control members billed individually.
• Annual Collect members @ $10.00 – Members on an annual Collect Plan.
• Pay-per-use Collect members @ $5.00 – Intro rate for new users; conditions apply.
• Pay-per-use Collect members @ $20.00 – Extra Collect members billed individually.
• X% Expensify Card discount with $Y spend – Discount applied for total settled US purchases.
• X% Expensify Card cash back credit for $Y spend – Cash back earned on total settled US purchases.
• ExpensifyApproved! discount – 50% off for approved accounting firms.
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• Total – Final amount after all charges and credits.

Workspace Activity Breakdown

This section lists each workspace name with its unique ID, along with billing details such as:

• Number of billable members
• Total amount charged for that workspace
• Plan type (Collect or Control)
• Any applied discounts

Billable Activity

This section explains what is considered billable activity and how active members are defined.

• Billable activity is defined by active members.

• An active member is anyone who takes actions on a report, including when you:

  • Create
  • Edit (such as adding expenses, updating expenses, or switching policy)
  • Delete
  • Submit
  • Retract
  • Approve or Unapprove
  • Forward
  • Share or Unshare
  • Reject
  • Comment on
  • Close
  • Reopen
  • Reimburse/Pay
  • Export

Important: If you are acting as a Copilot, both you and the person you are acting on behalf of will count as active members when performing any of the actions listed above.

In addition, you’ll also be considered an active member if you send more than 2 total messages in a given month:

• To Concierge or your Account Manager
• Within your workspace rooms