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[NO QA] Update and rename Set-Notifications.md to Email-Notifications.md
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| --- | ||
| title: Set notifications | ||
| description: This article is about how to troubleshoot notifications from Expensify. | ||
| title: Expensify Email notifications | ||
| description: Troubleshooting steps for receiving emails and notifications from Expensify. | ||
| --- | ||
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| # Overview | ||
| Sometimes members may have trouble receiving important email notifications from Expensify, such as Expensify Magic Code emails, account validation emails, secondary login validations, integration emails, or report action notifications (rejections, approvals, etc.). | ||
| Occasionally, members may have trouble receiving email notifications from Expensify, such as Expensify Magic Code emails, account validation emails, secondary login validations, integration emails, or report action notifications. | ||
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| # Troubleshooting missing Expensify notifications | ||
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| ## Issue: The email or notification is never received, and no message, banner, or additional context is provided | ||
| Emails can sometimes be delayed and could take up to 30-60 minutes to arrive in your inbox. If you're expecting a notification that still hasn't arrived after waiting: | ||
| - Check your **Email Preferences** on the web via **Settings > Account > Preferences**. In the **Contact Preferences** section, ensure that the relevant boxes are checked for the email type you're missing. | ||
| - Check your email spam and trash folders, as Expensify messages might end up there inadvertently. | ||
| - Check to make sure you haven't unintentionally blocked Expensify emails. Allowlist the domain expensify.com with your email provider. | ||
| - Check to make sure you haven't unintentionally blocked Expensify emails. whitelist the domain expensify.com with your email provider. | ||
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| ## Issue: A banner that says “We’re having trouble emailing you” shows the top of your screen. | ||
| Confirm the email address on your Expensify account is a deliverable email address, and then click the link in the banner that says "here". If successful, you will see a confirmation that your email was unblocked. | ||
| Confirm that the email address on your Expensify account is deliverable, and then click the link in the banner that says "here." If successful, you will see a confirmation that your email was unblocked. | ||
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| **If unsuccessful, you will see another error:** | ||
| - If the new error or SMTP message includes a URL, navigate to that URL for further instructions. | ||
| - If the new error or SMTP message includes "mimecast.com", consult with your company's IT team. | ||
| - If the new error or SMTP message includes "blacklist", it means your company has configured their email servers to use a third-party email reputation or blocklisting service. Consult with your company's IT team. | ||
| - If the new error or SMTP message includes "blacklist," it means your company has configured its email servers to use a third-party email reputation or blocklisting service. Consult with your company's IT team. | ||
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| # Further troubleshooting for public domains | ||
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| If you are still not receiving Expensify notifications and have an email address on a public domain such as gmail.com or yahoo.com, you may need to add Expensify's domain expensify.com to your email's allowlist by taking the following steps: | ||
| If you are still not receiving Expensify notifications and have an email address on a public domain such as gmail.com or yahoo.com, you may need to add Expensify's domain expensify.com to your email's whitelist by taking the following steps: | ||
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| - Search for messages from expensify.com in your spam folder, open them, and click “Not Spam” at the top of each message. | ||
| - Configure an email filter that identifies Expensify's email domain expensify.com and directs all incoming messages to your inbox, to avoid messages going to spam. | ||
| - Add specific known Expensify email addresses such as [email protected] to your email contacts list. | ||
| Configure an email filter that identifies Expensify's email domain as expensify.com and directs all incoming messages to your inbox to prevent messages from going to spam. | ||
| - Add specific known Expensify email addresses, such as [email protected], to your email contacts list. | ||
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| # Further troubleshooting for private domains | ||
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| If your organization uses a private domain, Expensify emails may be blocked at the server level. This can sometimes happen unexpectedly due to broader changes in email provider's handling or filtering of incoming messages. Consult your internal IT team to assist with the following: | ||
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| - Ensure that the domain expensify.com is allowlisted on domain email servers. This domains is the sources of various notification emails, so it's important it is allowlisted. | ||
| - Confirm there is no server-level email blocking and that spam filters are not blocking Expensify emails. Even if you have received messages from our Concierge support in the past, ensure that expensify.com is allowlisted. | ||
| - Ensure that the domain expensify.com is allowed on the domain email servers. This domain is the source of various notification emails, so it's important it is whitelisted. | ||
| - Confirm there is no server-level email blocking | ||
| - Make sure spam filters are not blocking Expensify emails. | ||
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| Even if you have received messages from our Concierge support in the past, ensure that expensify.com is whitelisted. | ||
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| ## Companies using Outlook | ||
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| - Add Expensify to your personal Safe Senders list by following these steps: [Outlook email client](https://support.microsoft.com/en-us/office/add-recipients-of-my-email-messages-to-the-safe-senders-list-be1baea0-beab-4a30-b968-9004332336ce) / [Outlook.com](https://support.microsoft.com/en-us/office/safe-senders-in-outlook-com-470d4ee6-e3b6-402b-8cd9-a6f00eda7339) | ||
| - **Company IT administrators:** Add Expensify to your domain's Safe Sender list by following the steps here: [Create safe sender lists in EOP](https://learn.microsoft.com/en-us/defender-office-365/create-safe-sender-lists-in-office-365) | ||
| - **Company IT administrators:** Add expensify.com to the domain's explicit allowlist. You may need to contact Outlook support for specific instructions, as each company's setup varies. | ||
| **Company IT administrators:** Add expensify.com to the domain's explicit whitelist. As each company's setup varies, you may need to contact Outlook support for specific instructions. | ||
| - **Company administrators:** Contact Outlook support to see if there are additional steps to take based on your domain's email configuration. | ||
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| ## Companies using Google Workspaces: | ||
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| - **Company IT administrators:** Adjust your domain's email allowlist and safe senders lists to include expensify.com by following these steps: [Allowlists, denylists, and approved senders](https://support.google.com/a/answer/60752) | ||
| - **Company IT administrators:** Adjust your domain's email whitelist and safe senders lists to include expensify.com by following these steps: [Allowlists, denylists, and approved senders](https://support.google.com/a/answer/60752) | ||
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| {% include faq-begin.md %} | ||
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@@ -60,10 +62,10 @@ Expensify's emails are SPF and DKIM-signed, meaning they are cryptographically s | |
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| ## Why do legitimate emails from Expensify sometimes end up marked as spam? | ||
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| The problem typically arises when our domain or one of our sending IP addresses gets erroneously flagged by a 3rd party domain or IP reputation services. Many IT departments use lists published by such services to filter email for the entire company. | ||
| The problem typically arises when a third-party domain or IP reputation service erroneously flags our domain or one of our sending IP addresses. Many IT departments use lists published by such services to filter email for the entire company. | ||
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| ## What is the best way to ensure emails are not accidentally marked as Spam? | ||
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| For server-level spam detection, the safest approach to allowlisting email from Expensify is to verify DKIM and SPF, rather than solely relying on the third-party reputation of the sending IP address. | ||
| For server-level spam detection, the safest approach to whitelisting email from Expensify is to verify DKIM and SPF, rather than solely relying on the third-party reputation of the sending IP address. | ||
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| {% include faq-end.md %} | ||
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