From 461b784be19388344168eafc6746dfa5120b3fd2 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Tue, 24 Dec 2024 13:04:49 -0700 Subject: [PATCH 1/5] Update Receive-and-Pay-Bills.md Adding help images - https://github.com/Expensify/Expensify/issues/454185 into an existing Bill Pay help article - https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills --- .../payments/Receive-and-Pay-Bills.md | 5 +++++ 1 file changed, 5 insertions(+) diff --git a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md index 328b7f2051bce..cc608529abc83 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md +++ b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md @@ -16,6 +16,8 @@ Share your Expensify billing email with vendors to receive bills automatically. - Ask vendors to email bills to your billing address: `domainname@expensify.cash` (e.g., for *expensify.com*, use `expensify@expensify.cash`). - Once emailed, the bill is automatically created in Expensify, ready for payment. +![Setting the Primary Contact at Domain Admins > Primary Contact](https://help.expensify.com/assets/images/OldDot%20-%20Create%20%26%20Pay%20Bills%201.png){:width="100%"} + ### 2. Forwarding Emails Received a bill in your email? Forward it to Expensify. @@ -31,6 +33,7 @@ Got a paper bill? Create a bill manually in [Expensify](https://www.expensify.co 3. Enter the invoice details: sender’s email, merchant name, amount, and date. 4. Upload the invoice as a receipt. +![Manually Create a Bill](https://help.expensify.com/assets/images/OldDot%20-%20Create%20%26%20Pay%20Bills%202.png){:width="100%"} # Paying Bills in Expensify @@ -44,6 +47,8 @@ Expensify makes it easy to manage and pay vendor bills with a straightforward wo 4. **Approval Workflow**: Once reviewed, the bill follows your workspace’s approval process. The final approver handles the payment. 5. **Accounting Integration**: During approval, the bill is coded with the correct GL codes from your connected accounting software. Once approved, it can be exported back to your accounting system. +![Paying a Bill](https://help.expensify.com/assets/images/OldDot%20-%20Create%20%26%20Pay%20Bills%203.png){:width="100%"} + ## Payment Methods Expensify offers several ways to pay bills. Choose the method that works best for you: From dbc7046eb13d7f919f1d959ad0c506f3d446f470 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Sat, 28 Dec 2024 11:43:37 -0700 Subject: [PATCH 2/5] Update Receive-and-Pay-Bills.md Updated one of the lines in the help article about the Primary contact ingestion email expensicorp@expensify.cash --- .../payments/Receive-and-Pay-Bills.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md index cc608529abc83..b3b125539c917 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md +++ b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md @@ -13,7 +13,7 @@ Expensify makes it easy to receive bills in three simple ways: Share your Expensify billing email with vendors to receive bills automatically. - Set a Primary Contact under **Settings > Domains > Domain Admins**. -- Ask vendors to email bills to your billing address: `domainname@expensify.cash` (e.g., for *expensify.com*, use `expensify@expensify.cash`). +- Ask vendors to email bills to your billing address: `domainname@expensify.cash` (e.g., for *expensicorp.com*, use `expensicorp@expensify.cash`). - Once emailed, the bill is automatically created in Expensify, ready for payment. ![Setting the Primary Contact at Domain Admins > Primary Contact](https://help.expensify.com/assets/images/OldDot%20-%20Create%20%26%20Pay%20Bills%201.png){:width="100%"} @@ -22,7 +22,7 @@ Share your Expensify billing email with vendors to receive bills automatically. Received a bill in your email? Forward it to Expensify. - Ensure your Primary Contact is set under **Settings > Domains > Domain Admins**. -- Forward bills to `domainname@expensify.cash`. Example: `domainname@expensify.cash` (e.g., for *expensify.com*, use `expensify@expensify.cash`). +- Forward bills to `domainname@expensify.cash`. Example: `domainname@expensify.cash` (e.g., for *expensicorp.com*, use `expensicorp@expensify.cash`). - Expensify will create a bill automatically, ready for payment. ### 3. Manual Upload From 375021a0a1117cb925d03506f63bd55a425c2dc1 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Sat, 28 Dec 2024 11:53:05 -0700 Subject: [PATCH 3/5] Update Receive-and-Pay-Bills.md Trying to resolve the FAQ formatting issues --- .../payments/Receive-and-Pay-Bills.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md index b3b125539c917..a7a35b7dd0008 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md +++ b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md @@ -97,10 +97,10 @@ If you prefer to pay outside Expensify, you can still track the payment within t 3. Select **Mark as Paid** to update its status. **Fees:** None. -{% include faq-begin.md %} +{% include faq-begin.md %} ## Who receives vendor bills in Expensify? -bills are sent to the Primary Contact listed under **Settings > Domains > [Domain Name] > Domain Admins**. +Bills are sent to the Primary Contact listed under **Settings > Domains > [Domain Name] > Domain Admins**. ## Who can view and pay a bill? Only the primary domain contact can view and pay a bill. From dc72aaf64db35957ddd1dcab7287d414b54fe4cb Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Sat, 28 Dec 2024 11:56:03 -0700 Subject: [PATCH 4/5] Update Receive-and-Pay-Bills.md Trying to fix the FAQ formatting issues --- .../payments/Receive-and-Pay-Bills.md | 7 +++++++ 1 file changed, 7 insertions(+) diff --git a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md index a7a35b7dd0008..964664c1d5191 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md +++ b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md @@ -99,18 +99,25 @@ If you prefer to pay outside Expensify, you can still track the payment within t **Fees:** None. {% include faq-begin.md %} + ## Who receives vendor bills in Expensify? + Bills are sent to the Primary Contact listed under **Settings > Domains > [Domain Name] > Domain Admins**. ## Who can view and pay a bill? + Only the primary domain contact can view and pay a bill. ## How can others access bills? + The primary contact can share bills or grant Copilot access for others to manage payments. ## Is bill Pay supported internationally? + Currently, payments are only supported in USD. ## What's the difference between a bill and an Invoice in Expensify? + A bill represents a payable amount owed to a vendor, while an Invoice is a receivable amount owed to you. + {% include faq-end.md %} From 3793ef1ae4e5f0db8297c449bc7d3ea2c49a0ff8 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Sat, 28 Dec 2024 12:01:38 -0700 Subject: [PATCH 5/5] Update Receive-and-Pay-Bills.md still trying to fix the FAQ setion