From 6a8855b3571883f689069e85034f5eaf07f0ae4d Mon Sep 17 00:00:00 2001 From: Maddy Lewis Date: Thu, 10 Jul 2025 13:00:52 -0400 Subject: [PATCH 1/9] docs: Update terminology and improve documentation clarity This commit implements 7 specific updates across documentation files: 1. Updated 'Delayed Submission' to 'Delay Submission' across all files 2. Changed 'the bottom left menu' to 'left-side navigation menu' for consistency 3. Enhanced travel approval window text with detailed Hard Approval rules 4. Fixed breadcrumb from 'Approvals' to 'Workflows' in Approve-Expenses.md 5. Updated 'Reports > Expense Reports' to 'Reports > Reports' navigation 6. Changed 'Just track it' to 'Choose yourself under Personal' in Track-Expenses.md 7. Added comprehensive debit card transaction support information to Direct-feeds.md Files modified: - help/expense.md - docs/articles/expensify-classic/reports/Automatically-submit-employee-reports.md - docs/articles/new-expensify/getting-started/Create-a-company-workspace.md - docs/articles/new-expensify/workspaces/Workspace-Workflows.md - docs/articles/expensify-classic/getting-started/Create-a-Company-Workspace.md - docs/articles/expensify-classic/workspaces/Enable-and-set-up-expense-violations.md - docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md - docs/articles/new-expensify/travel/Approve-travel-expenses.md - docs/articles/new-expensify/travel/Book-with-Expensify-Travel.md - docs/articles/new-expensify/travel/Configure-travel-policy-and-preferences.md - docs/articles/expensify-classic/connections/xero/Connect-To-Xero.md - docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-US-Based-Bootstrapped-Startups.md - docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md - docs/articles/expensify-classic/travel/Approve-travel-expenses.md - docs/articles/new-expensify/reports-and-expenses/Approve-Expenses.md - docs/articles/new-expensify/reports-and-expenses/Suggested-Search.md - docs/articles/new-expensify/reports-and-expenses/Delete-Expenses.md - docs/articles/new-expensify/wallet-and-payments/Pay-Expenses.md - docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md - docs/articles/new-expensify/connect-credit-cards/Direct-feeds.md --- .../connections/xero/Connect-To-Xero.md | 2 +- .../getting-started/Create-a-Company-Workspace.md | 2 +- ...aybook-For-Small-To-Medium-Sized-Businesses.md | 8 ++++---- ...Playbook-For-US-Based-Bootstrapped-Startups.md | 4 ++-- .../Automatically-submit-employee-reports.md | 2 +- .../travel/Approve-travel-expenses.md | 13 ++++++++++++- .../Enable-and-set-up-expense-violations.md | 4 ++-- .../connect-credit-cards/Direct-feeds.md | 12 ++++++++++-- .../getting-started/Create-a-company-workspace.md | 2 +- .../Join-your-company's-workspace.md | 8 ++++---- .../reports-and-expenses/Approve-Expenses.md | 2 +- .../reports-and-expenses/Delete-Expenses.md | 2 +- .../reports-and-expenses/Suggested-Search.md | 2 +- .../reports-and-expenses/Track-Expenses.md | 2 +- .../travel/Approve-travel-expenses.md | 15 +++++++++++++-- .../travel/Book-with-Expensify-Travel.md | 2 +- .../Configure-travel-policy-and-preferences.md | 2 +- .../wallet-and-payments/Pay-Expenses.md | 4 ++-- .../workspaces/Workspace-Workflows.md | 4 ++-- help/expense.md | 2 +- 20 files changed, 62 insertions(+), 32 deletions(-) diff --git a/docs/articles/expensify-classic/connections/xero/Connect-To-Xero.md b/docs/articles/expensify-classic/connections/xero/Connect-To-Xero.md index b2377ea007493..e44f9e3b2dd94 100644 --- a/docs/articles/expensify-classic/connections/xero/Connect-To-Xero.md +++ b/docs/articles/expensify-classic/connections/xero/Connect-To-Xero.md @@ -20,7 +20,7 @@ To connect Xero with Expensify, you must: Follow these steps to set up the Xero integration: -1. Click **Settings** in the bottom left menu. +1. Click **Settings** in the left-side navigation menu. 2. Navigate to **Workspaces > [Workspace Name] > Accounting**. 3. Click **Connect to Xero**. 4. Click **Create a New Xero Connection**. diff --git a/docs/articles/expensify-classic/getting-started/Create-a-Company-Workspace.md b/docs/articles/expensify-classic/getting-started/Create-a-Company-Workspace.md index 85a3d39fdd7c7..5ff99b683adf5 100644 --- a/docs/articles/expensify-classic/getting-started/Create-a-Company-Workspace.md +++ b/docs/articles/expensify-classic/getting-started/Create-a-Company-Workspace.md @@ -104,7 +104,7 @@ You can flag rule violations for: 4. Set custom report names for consistency. 5. Set the workspace **default currency** under **Settings > Workspace > [Workspace Name] > Overview > Default currency**. 6. Go to **Settings > Workspace > [Workspace Name] > Workflows** to configure: - - **Delayed submission** – Auto-submit based on a set schedule. + - **Delay submission** – Auto-submit based on a set schedule. 7. Go to **Settings > Workspace > [Workspace Name] > Report fields** to customize reports or invoices. 8. Click the **Travel** tab to define flight class or hotel preferences. 9. Use the **Per diem** tab to import location-specific expense rules. diff --git a/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md b/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md index 765895b2883ef..2de72c835a466 100644 --- a/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md +++ b/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md @@ -80,11 +80,11 @@ Set workspace-wide compliance policies under **Settings > Workspace > [Workspace --- -# Step 7: Enable Delayed Submission +# Step 7: Enable Delay Submission -Automate expense submissions with **Delayed Submission**: -1. Go to **Settings > Workspace > [Workspace Name] > Workflows > Delayed submission**. -2. Enable **Delayed submission*** and set the frequency to **Daily**. +Automate expense submissions with **Delay Submission**: +1. Go to **Settings > Workspace > [Workspace Name] > Workflows > Delay submission**. +2. Enable **Delay submission*** and set the frequency to **Daily**. --- diff --git a/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-US-Based-Bootstrapped-Startups.md b/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-US-Based-Bootstrapped-Startups.md index 32c03e5dfc25d..3b0a89f5bcba7 100644 --- a/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-US-Based-Bootstrapped-Startups.md +++ b/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-US-Based-Bootstrapped-Startups.md @@ -31,7 +31,7 @@ Expensify provides you with direct access to lightning-fast 24/7 support via Con ## Step 3: Invite Your Team As a bootstrapped startup, you communicate with your team all day. Similarly, if you are a co-founder, you will have multiple people who will need to capture receipts for your project. -1. Click your profile photo or icon in the bottom left menu +1. Click your profile photo or icon in the left-side navigation menu 2. Click on your workspace 3. From the workspace view, click **Members** on the left 4. Click **Invite member** @@ -74,7 +74,7 @@ Expensify provides you with a *_yourdomain.com@expensify.com_* email address. Ha To view and pay bills: -1. Click your profile photo or icon in the bottom left menu +1. Click your profile photo or icon in the left-side navigation menu 2. Select *Workspaces*. 3. Click your workspace. 4. Select **Bills**. diff --git a/docs/articles/expensify-classic/reports/Automatically-submit-employee-reports.md b/docs/articles/expensify-classic/reports/Automatically-submit-employee-reports.md index a4dd1c355086b..35fd12929b69f 100644 --- a/docs/articles/expensify-classic/reports/Automatically-submit-employee-reports.md +++ b/docs/articles/expensify-classic/reports/Automatically-submit-employee-reports.md @@ -14,7 +14,7 @@ By setting a submission schedule for your workspace, expenses are automatically When an employee creates an expense, it's automatically added to a report. If no report exists, a new one is created. Reports are then submitted according to the schedule you choose—daily, weekly, monthly, twice per month, by trip, or manually. -**Note:** If you're using **Delayed Submissions** and an expense has a violation, it won't be submitted until the violation is fixed. That expense is removed from the current report and added to a new open report. +**Note:** If you're using **Delay Submissions** and an expense has a violation, it won't be submitted until the violation is fixed. That expense is removed from the current report and added to a new open report. --- diff --git a/docs/articles/expensify-classic/travel/Approve-travel-expenses.md b/docs/articles/expensify-classic/travel/Approve-travel-expenses.md index ccfe5340001fb..8772c3b9c8880 100644 --- a/docs/articles/expensify-classic/travel/Approve-travel-expenses.md +++ b/docs/articles/expensify-classic/travel/Approve-travel-expenses.md @@ -42,7 +42,18 @@ To decline the booking, click **Decline booking**. Then click **Deny**. ## Are extended approval windows given for trips booked over the weekend or during company holidays? -No, the approval window will always be 24 hours from when the trip is booked. +No, the approval window follows specific rules for Hard Approvals: + +**Hard Approvals: Approval Window Rules** +- **Approval Required:** The approver must take explicit action—either approve or deny the booking. +- **Time-Sensitive Decision:** + - If approved within the void window ➝ booking proceeds. + - If denied within the void window ➝ ticket is voided. + - If no action is taken ➝ auto-void occurs when the void window expires. +- **Minimum approval window:** + - 48 hours or the full refund window (whichever is shorter). + - If refund window > 48h ➝ approval window = 48 hours. + - If travel starts in <48h ➝ approval window = until travel starts. ## How does Expensify Travel handle approvals when the assigned approver is out of office? diff --git a/docs/articles/expensify-classic/workspaces/Enable-and-set-up-expense-violations.md b/docs/articles/expensify-classic/workspaces/Enable-and-set-up-expense-violations.md index 351dc765b45dd..b0e5f6508297c 100644 --- a/docs/articles/expensify-classic/workspaces/Enable-and-set-up-expense-violations.md +++ b/docs/articles/expensify-classic/workspaces/Enable-and-set-up-expense-violations.md @@ -48,13 +48,13 @@ To set up category rules: If users violate these rules, the violations will be displayed in red on the report. -**Note:** If Delayed Submission is enabled on a workspace, expenses with category violations will not be auto-submitted unless a comment is added to the expense. +**Note:** If Delay Submission is enabled on a workspace, expenses with category violations will not be auto-submitted unless a comment is added to the expense. --- # Make Categories Required -This setting ensures that all expenses must be coded with a category. If a category is not selected, the report will receive a violation, which may prevent submission if **Delayed Submission** is enabled. +This setting ensures that all expenses must be coded with a category. If a category is not selected, the report will receive a violation, which may prevent submission if **Delay Submission** is enabled. You can set this up under **Settings > Workspace > [Workspace Name] > Categories**, select **People must categorize expenses**. diff --git a/docs/articles/new-expensify/connect-credit-cards/Direct-feeds.md b/docs/articles/new-expensify/connect-credit-cards/Direct-feeds.md index c956fad1b4085..3fb4f99e77fcd 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Direct-feeds.md +++ b/docs/articles/new-expensify/connect-credit-cards/Direct-feeds.md @@ -115,10 +115,18 @@ If your company uses cards from multiple banks, that’s no problem — just con ## Is there an extra cost? -Nope — there’s no extra charge for using Plaid or direct feeds. +Nope — there's no extra charge for using Plaid or direct feeds. - With the **Collect** plan, you can add one direct or Plaid feed at no cost. -- To connect more than one, you’ll need to upgrade to the **Control** plan. +- To connect more than one, you'll need to upgrade to the **Control** plan. + +## Do you support debit card transactions? + +Yes! In addition to credit cards, we support importing debit card transactions by linking a checking/current account in every Plaid-supported region (US, UK, EU, Canada). + +This feature is especially useful in EU markets where credit card accounts are often unavailable via third-party aggregators like Plaid due to how many EU banks classify credit card accounts under open banking regulations. However, debit card transactions are widely available under European open banking regulations. + +**Note:** It's possible to import both credit and debit card transactions via Plaid, giving you comprehensive transaction coverage across all supported regions. ## Which banks support direct feeds? diff --git a/docs/articles/new-expensify/getting-started/Create-a-company-workspace.md b/docs/articles/new-expensify/getting-started/Create-a-company-workspace.md index 287dae623f0d1..c2bb5793a1aaf 100644 --- a/docs/articles/new-expensify/getting-started/Create-a-company-workspace.md +++ b/docs/articles/new-expensify/getting-started/Create-a-company-workspace.md @@ -125,7 +125,7 @@ Approval workflows help automate expense report reviews. - [Expensify Cards](https://help.expensify.com/new-expensify/hubs/expensify-card/) - [Workspace Settings](https://help.expensify.com/new-expensify/hubs/workspaces/) - [Workflows - Payments](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account) -- [Workflows - Delayed submission](https://help.expensify.com/articles/new-expensify/workspaces/Set-up-workflows#select-workflows) +- [Workflows - Delay submission](https://help.expensify.com/articles/new-expensify/workspaces/Set-up-workflows#select-workflows) - [Connect Company Cards](https://help.expensify.com/new-expensify/hubs/connect-credit-cards/) **How to enable features:** diff --git a/docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md b/docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md index 3a06ef2472121..d1fc6c559803a 100644 --- a/docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md +++ b/docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md @@ -39,7 +39,7 @@ By using a compatible device or browser, you’ll ensure the best experience wit {% include option.html value="desktop" %}
    -
  1. Click your profile image or icon in the bottom left menu.
    2. +
  2. Click your profile image or icon in the left-side navigation menu.
  3. Click the Edit pencil icon next to your profile image or icon and select Upload Image to choose a new image from your saved files.
  4. Click Profile in the left menu and edit any of the following details as desired: