From 897fe8646008cd65d6e7be4634df2ac7d87fdcfd Mon Sep 17 00:00:00 2001 From: Sasha Kluger Date: Fri, 22 Aug 2025 10:43:49 -0700 Subject: [PATCH 1/4] Create Uber-for-Business.md New help page for the new Uber for Business integration. --- .../connections/Uber-for-Business.md | 73 +++++++++++++++++++ 1 file changed, 73 insertions(+) create mode 100644 docs/articles/new-expensify/connections/Uber-for-Business.md diff --git a/docs/articles/new-expensify/connections/Uber-for-Business.md b/docs/articles/new-expensify/connections/Uber-for-Business.md new file mode 100644 index 0000000000000..cad2c8321d5a9 --- /dev/null +++ b/docs/articles/new-expensify/connections/Uber-for-Business.md @@ -0,0 +1,73 @@ +--- +title: Uber for Business +description: Learn how to connect Uber for Business to your Expensify workspace, invite employees, and automate receipt collection for Uber Rides and Uber Eats. +keywords: [New Expensify, Uber for Business, Uber integration, automate Uber receipts, connect Uber to Expensify, U4B, Uber Eats, Uber Rides, receipt automation] +--- + +
+ +Connect your Expensify workspace to Uber for Business to automatically import Uber Rides and Uber Eats receipts for your team. This guide walks you through setup, employee management, and receipt import. + +# Connect the Uber for Business Integration + +## Step 1: Enable Receipt Partners in your Workspace +1. Go to **Workspaces > [Workspace Name] > More features**. +2. Toggle on **Receipt partners**. +3. Once enabled, a new **Receipt partners** section will appear in the left-hand menu. + +## Step 2: Connect Uber for Business +1. Go to **Workspaces > [Workspace Name] > Receipt partners** +3. Click **Connect** next to Uber for Business. +4. Authorize or create your Uber for Business (U4B) account in the new browser tab that opens. +5. When complete, the tab will close, and a list of workspace members not yet invited to U4B will appear. +6. Confirm which workspace members should be invited to use the connection (they’ll all be selected by default). + +If your connection fails or expires, a warning will appear under **Workspaces > Receipt partners > Uber for Business**. To resolve the error, click the three-dot menu and choose **Enter credentials** to reconnect. + +# Manage the Uber for Business connection + +## Manage invites + +When you first connect to Uber for Business, all workspace members will be invited by default. To manually invite members later: + +1. Go to **Workspaces > [Workspace Name] > Receipt partners** +2. Click **Manage invites**. +3. From here, you can filter the members list, invite new employees, or resend any outstanding invites that haven't been accepted yet. + +As an admin, you can also automatically keep your Uber for Business roster in sync with your Expensify workspace members list. We offer two configurable settings: + +- Invite new workspace members to Uber for Business +- Deactivate removed workspace members from Uber for Business + +## Configure a Centralized Billing Account (Optional) + +We will automatically detect if your Uber for Business organization uses centralized billing, but you’ll still need to choose which Expensify account should receive the receipts: + +1. Go to **Workspaces > Receipt partners > Uber for Business**. +2. Click **Edit** next to **Central billing account**. +3. Select a workspace member (The workspace owner is selected by default). +4. Save your changes. + +# Disconnect Uber for Business + +1. Go to **Workspaces > Receipt partners > Uber for Business**. +2. Click the three-dot menu. +3. Select **Disconnect** and confirm in the modal window. + + +# FAQs + +## Can I use this integration in Expensify Classic? +The Uber for Business connection can only be connected and managed in New Expensify, but once connected, imported Uber receipts will show up in both New Expensify and Expensify Classic. + +## Can I invite employees again if they didn’t accept the first time? +Yes! Go to **Manage invites**, find their name or email, and click **Resend**. + +## What do the different buttons and badges on the Manage Invites page mean? +- **Invite button** – The employee has never been invited. +- **Resend button** - The employee has been invited, but has not yet accepted. +- **Pending badge** – The invite has been accepted, but additional approval is required within Uber. +- **Linked badge** – The employee has accepted the invite. +- **Suspended badge** – The employee’s Uber account is linked, but has been temporarily suspended by Uber (i.e rider disputes, etc). + +
From f1c51c8273f6aa65727698d10b2a4f9bcc3b0a3b Mon Sep 17 00:00:00 2001 From: Sasha Kluger Date: Fri, 5 Sep 2025 20:13:08 -0700 Subject: [PATCH 2/4] Update docs/articles/new-expensify/connections/Uber-for-Business.md Co-authored-by: Tom Rhys Jones --- docs/articles/new-expensify/connections/Uber-for-Business.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/Uber-for-Business.md b/docs/articles/new-expensify/connections/Uber-for-Business.md index cad2c8321d5a9..0adc6744feba9 100644 --- a/docs/articles/new-expensify/connections/Uber-for-Business.md +++ b/docs/articles/new-expensify/connections/Uber-for-Business.md @@ -28,7 +28,7 @@ If your connection fails or expires, a warning will appear under **Workspaces > ## Manage invites -When you first connect to Uber for Business, all workspace members will be invited by default. To manually invite members later: +To manually invite members to Uber for Business later: 1. Go to **Workspaces > [Workspace Name] > Receipt partners** 2. Click **Manage invites**. From 8175bf3ab8a03d850a6ce48511e7b64a4b5453ba Mon Sep 17 00:00:00 2001 From: Sasha Kluger Date: Fri, 5 Sep 2025 20:13:34 -0700 Subject: [PATCH 3/4] Update docs/articles/new-expensify/connections/Uber-for-Business.md Co-authored-by: Tom Rhys Jones --- docs/articles/new-expensify/connections/Uber-for-Business.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/Uber-for-Business.md b/docs/articles/new-expensify/connections/Uber-for-Business.md index 0adc6744feba9..b12880f817faa 100644 --- a/docs/articles/new-expensify/connections/Uber-for-Business.md +++ b/docs/articles/new-expensify/connections/Uber-for-Business.md @@ -20,7 +20,7 @@ Connect your Expensify workspace to Uber for Business to automatically import Ub 3. Click **Connect** next to Uber for Business. 4. Authorize or create your Uber for Business (U4B) account in the new browser tab that opens. 5. When complete, the tab will close, and a list of workspace members not yet invited to U4B will appear. -6. Confirm which workspace members should be invited to use the connection (they’ll all be selected by default). +6. Confirm which workspace members should be invited to U4B (they’ll all be selected by default). If your connection fails or expires, a warning will appear under **Workspaces > Receipt partners > Uber for Business**. To resolve the error, click the three-dot menu and choose **Enter credentials** to reconnect. From 46babe988355663a4958d259a05c8a23baedf7f4 Mon Sep 17 00:00:00 2001 From: Sasha Kluger Date: Fri, 5 Sep 2025 20:23:51 -0700 Subject: [PATCH 4/4] Update Uber-for-Business.md --- docs/articles/new-expensify/connections/Uber-for-Business.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connections/Uber-for-Business.md b/docs/articles/new-expensify/connections/Uber-for-Business.md index b12880f817faa..eab2cdcfc4a22 100644 --- a/docs/articles/new-expensify/connections/Uber-for-Business.md +++ b/docs/articles/new-expensify/connections/Uber-for-Business.md @@ -20,7 +20,7 @@ Connect your Expensify workspace to Uber for Business to automatically import Ub 3. Click **Connect** next to Uber for Business. 4. Authorize or create your Uber for Business (U4B) account in the new browser tab that opens. 5. When complete, the tab will close, and a list of workspace members not yet invited to U4B will appear. -6. Confirm which workspace members should be invited to U4B (they’ll all be selected by default). +6. Confirm which workspace members should be invited to U4B (they’ll all be selected by default), which will trigger an invite from Uber that each member must accept. If your connection fails or expires, a warning will appear under **Workspaces > Receipt partners > Uber for Business**. To resolve the error, click the three-dot menu and choose **Enter credentials** to reconnect.