From bed35a5a7420e0b2e31f96cec03561d9fe5edeb6 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Wed, 17 Jul 2024 13:50:41 -0400 Subject: [PATCH 1/2] Update and rename Reimbursement.md to Configure-Reimbursement-Settings.md updates to content + changing title - https://github.com/Expensify/Expensify/issues/408716 --- .../Configure-Reimbursement-Settings.md | 55 +++++++++++++++++++ .../workspaces/Reimbursement.md | 48 ---------------- 2 files changed, 55 insertions(+), 48 deletions(-) create mode 100644 docs/articles/expensify-classic/workspaces/Configure-Reimbursement-Settings.md delete mode 100644 docs/articles/expensify-classic/workspaces/Reimbursement.md diff --git a/docs/articles/expensify-classic/workspaces/Configure-Reimbursement-Settings.md b/docs/articles/expensify-classic/workspaces/Configure-Reimbursement-Settings.md new file mode 100644 index 0000000000000..aea84d3389345 --- /dev/null +++ b/docs/articles/expensify-classic/workspaces/Configure-Reimbursement-Settings.md @@ -0,0 +1,55 @@ +--- +title: Configure Reimbursement Settings +description: Set up direct or indirect reimbursements for your workspace. +--- + + +Reimbursing employees in Expensify is quick, easy, and completely free. Let Expensify do the tedious work for you by taking advantage of the features available to automate employee reimbursement. + +# Configure a Workspace's Reimbursement Settings +There are a few ways to reimburse employees in Expensify. The option that's best suited for you and your business will depend on a few different factors: +- **Direct Reimbursement**: For companies with a business bank account located in the US that reimburse employees within the US. +- **Indirect Reimbursement**: This option is available to all members, and connecting a bank account to Expensify is not required. Indirect reimbursement indicates that all reports are reimbursed outside of Expensify. +- **Global Reimbursement**: If your company’s business bank account is in the US, Canada, the UK, Europe, or Australia, you can reimburse employees directly in nearly any country worldwide. + +## Set Up Direct Reimbursement + +Once a [business bank account is connected to Expensify](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Business-Bank-Accounts-USD#how-to-add-a-verified-business-bank-account), a workspace admin can enable indirect reimbursement via **Settings > Workspaces > Workspace Name > Reimbursement > Direct**. + +#### Additional features available with Direct Reimbursement: +- **Select a default reimburser for the Workspace from the dropdown menu**: + - The default reimburser will receive notifications to reimburse reports in Expensify. + - Any workspace admin who also has access to the business bank account can be added as a default reimburser. +- **Set a default withdrawal account for the Workspace**: + - The default bank account is used to reimburse all of the reports submitted on the corresponding workspace. +- **Set a manual reimbursement threshold to automate reimbursement**: + - If the total of a given report is less than the threshold set, reimbursement will occur automatically upon final approval. + - If the total of a given report is more than the threshold, it will need to be reimbursed manually. + +## Set Up Indirect Reimbursement + +A Workspace admin can enable indirect reimbursement via **Settings > Workspaces > Workspace Name > Reimbursement > Indirect**. + +**Additional features under Reimbursement > Indirect:** +If you reimburse through a separate system or through payroll, Expensify can collect and export employee bank account details for you. Reach out to your Account Manager or Concierge to have the Reimbursement Details Export format added to the account. + +## Set Up Global Reimbursement + +Once [a business bank account is connected to Expensify](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Business-Bank-Accounts-USD#how-to-add-a-verified-business-bank-account), a workspace admin can enable indirect reimbursement via **Settings > Workspaces > Workspace Name > Reimbursement > Direct > Enable Global Reimbursements**. + +More information on setting up global reimbursements can be found **[here](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Global-Reimbursements)**. + +{% include faq-begin.md %} + +## How do I export employee bank account details once the Reimbursement Details Export format is added to my account? + +Employee bank account details can be exported from the Reports page by selecting the relevant Approved reports and then clicking **Export to > Reimbursement Details Export**. + +## Is it possible to change the name of a verified business bank account in Expensify? + +Bank account names can be updated by going to _**Settings > Accounts > Payments**_ and clicking the pencil icon next to the bank account name. + +## What is the benefit of setting a default reimburser? + +Setting a default reimburser on the Workspace ensures that all outstanding reports are reimbursed as this member will receive notifications alerting them to reports that require their action. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/workspaces/Reimbursement.md b/docs/articles/expensify-classic/workspaces/Reimbursement.md deleted file mode 100644 index ed2384d120064..0000000000000 --- a/docs/articles/expensify-classic/workspaces/Reimbursement.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Reimbursement -description: Enable reimbursement and reimburse expense reports ---- - - -# Overview -Reimbursement in Expensify is quick, easy, and completely free. Let Expensify do the tedious work for you by taking advantage of features to automate employee reimbursement. - -# How to Enable Reimbursement -There are several options for reimbursing employees in Expensify. The options available will depend on which country your business bank account is domiciled in. - -## Direct Reimbursement - -Direct reimbursement is available to companies who have a verified US bank account and are reimbursing employees within the US. To use direct reimbursement, you must have a US business bank account verified in Expensify. - -A Workspace admin can enable direct reimbursement via **Settings > Workspaces > Workspace Name > Reimbursement > Direct**. - -**Additional features under Reimbursement > Direct:** - - Select a **default reimburser** for the Workspace from the dropdown menu. The default reimburser is the person who will receive notifications to reimburse reports in Expensify. You’ll be able to choose among all Workspace Admins who have access to the business bank account. - - Set a **default withdrawal account** for the Workspace. This will set a default bank account that report reimbursements are withdrawn from. - - Set a **manual reimbursement threshold** to automate reimbursement. Reports whose total falls under the manual reimbursement threshhold will be reimbursed automatocally upon final approval; reports whose total falls above the threshhold will need to be reimbursed manually by the default reimburser. - -Expensify also offers direct global reimbursement to some companies with verified bank accounts in USD, GBP, EUR and AUD who are reimbursing employees internationally. For more information about Global Reimbursement, see LINK - -## Indirect Reimbursement - -Indirect reimbursement is available to all companies in Expensify and no bank account is required. Indirect reimbursement indicates that the report will be reimbursed outside of Expensify. - -A Workspace admin can enanble indirect reimbursement via **Settings > Workspaces > Workspace Name > Reimbursement > Indirect**. - -**Additional features under Reimbursement > Indirect:** -If you reimburse through a seperate system or through payroll, Expensify can collect and export employee bank account details for you. Just reach out to your Account Manager or concierge@expensify.com for us to add the Reimbursement Details Export format to the account. - -{% include faq-begin.md %} - -## How do I export employee bank account details once the Reimbursement Details Export format is added to my account? - -Employee bank account details can be exported from the Reports page by selecting the relevant Approved reports and then clicking **Export to > Reimbursement Details Export**. - -## Is it possible to change the name of a verified business bank account in Expensify? - -Bank account names can be updated via **Settings > Accounts > Payments** and clicking the pencil icon next to the bank account name. - -## What is the benefit of setting a default reimburser? - -The main benefit of being defined as the "reimburser" in the Workspace settings is that this user will receive notifications on their Home page alerting them when reports need to be reimbursed. -{% include faq-end.md %} From 59cb196e53ed870a77dd08aee28ac7d0d1eb633b Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Wed, 17 Jul 2024 14:32:47 -0400 Subject: [PATCH 2/2] Update redirects.csv --- docs/redirects.csv | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/redirects.csv b/docs/redirects.csv index c1249773bb827..bb3cad52b66cb 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -221,3 +221,4 @@ https://help.expensify.com/articles/expensify-classic/workspaces/tax-tracking,ht https://help.expensify.com/articles/expensify-classic/copilots-and-delegates/Approval-Workflows,https://help.expensify.com/articles/expensify-classic/reports/Assign-report-approvers-to-specific-employees https://help.expensify.com/articles/expensify-classic/settings/Notification-Troubleshooting,https://help.expensify.com/articles/expensify-classic/settings/account-settings/Set-Notifications https://help.expensify.com/articles/new-expensify/expenses/Validate-a-Business-Bank-Account,https://help.expensify.com/articles/new-expensify/expenses-&-payments/Validate-a-Business-Bank-Account +https://help.expensify.com/articles/expensify-classic/workspaces/Reimbursement,https://help.expensify.com/articles/expensify-classic/workspaces/Configure-Reimbursement-Settings