-
+
+
Hmm it's not here...
That page is nowhere to be found.
diff --git a/docs/Expensify-Card-revenue share for ExpensifyApproved!-partners.md b/docs/Expensify-Card-revenue share for ExpensifyApproved!-partners.md
new file mode 100644
index 000000000000..f9d18da76ef6
--- /dev/null
+++ b/docs/Expensify-Card-revenue share for ExpensifyApproved!-partners.md
@@ -0,0 +1,22 @@
+---
+title: Expensify Card revenue share for ExpensifyApproved! partners
+description: Earn money when your clients adopt the Expensify Card
+---
+
+
+# About
+Start making more with us! We're thrilled to announce a new incentive for our US-based ExpensifyApproved! partner accountants. You can now earn additional income for your firm every time your client uses their Expensify Card. We're offering 0.5% of the total Expensify Card spend of your clients in cashback returned to your firm. The more your clients spend, the more cashback your firm receives!
+
This program is currently only available to US-based ExpensifyApproved! partner accountants.
+
+# How-to
+To benefit from this program, complete the following steps
+1. Ensure that you are listed as the Primary Contact under your client's domain in Expensify. If you're not currently the Primary Contact for your client, you or your client can follow the instructions outlined in [our help article](https://community.expensify.com/discussion/5749/how-to-add-and-remove-domain-admins#:~:text=Domain%20Admins%20have%20total%20control,a%20member%20of%20the%20domain.) to assign you this role.
+2. Add a Business Bank Account to the Primary Contact account. Follow the instructions in [our help article](https://community.expensify.com/discussion/4641/how-to-add-a-deposit-only-bank-account-both-personal-and-business) to get a Business Bank Account added.
+
+# FAQ
+- What if my firm is not permitted to accept revenue share from our clients?
+
We understand that different firms may have different policies. If your firm is unable to accept this revenue share, you can pass the revenue share back to your client to give them an additional 0.5% of cash back using your own internal payment tools.
+How will I know which clients to pay back?
+
Every month you will receive an automated message via new.expensify.com and email providing a breakdown of revenue shared generated per client.
+- What if my firm does not wish to participate in the program?
+
Please reach out to your assigned partner manager at new.expensify.com to inform them you would not like to accept the revenue share nor do you want to pass the revenue share to your clients.
diff --git a/docs/Gemfile b/docs/Gemfile
index 7cad729ee45b..91971b594b4f 100644
--- a/docs/Gemfile
+++ b/docs/Gemfile
@@ -32,3 +32,6 @@ gem "http_parser.rb", "~> 0.6.0", :platforms => [:jruby]
gem "webrick", "~> 1.7"
gem 'jekyll-seo-tag'
+
+gem 'jekyll-redirect-from'
+gem 'liquid', '~> 4.0.4'
diff --git a/docs/Gemfile.lock b/docs/Gemfile.lock
index 1a5b26e2dc23..de99bbcb48ef 100644
--- a/docs/Gemfile.lock
+++ b/docs/Gemfile.lock
@@ -14,7 +14,7 @@ GEM
execjs
coffee-script-source (1.11.1)
colorator (1.1.0)
- commonmarker (0.23.5)
+ commonmarker (0.23.10)
concurrent-ruby (1.1.10)
dnsruby (1.61.9)
simpleidn (~> 0.1)
@@ -32,12 +32,12 @@ GEM
ffi (1.15.5)
forwardable-extended (2.6.0)
gemoji (3.0.1)
- github-pages (226)
+ github-pages (228)
github-pages-health-check (= 1.17.9)
- jekyll (= 3.9.2)
+ jekyll (= 3.9.3)
jekyll-avatar (= 0.7.0)
jekyll-coffeescript (= 1.1.1)
- jekyll-commonmark-ghpages (= 0.2.0)
+ jekyll-commonmark-ghpages (= 0.4.0)
jekyll-default-layout (= 0.1.4)
jekyll-feed (= 0.15.1)
jekyll-gist (= 1.5.0)
@@ -71,10 +71,10 @@ GEM
jemoji (= 0.12.0)
kramdown (= 2.3.2)
kramdown-parser-gfm (= 1.1.0)
- liquid (= 4.0.3)
+ liquid (= 4.0.4)
mercenary (~> 0.3)
minima (= 2.5.1)
- nokogiri (>= 1.13.4, < 2.0)
+ nokogiri (>= 1.13.6, < 2.0)
rouge (= 3.26.0)
terminal-table (~> 1.4)
github-pages-health-check (1.17.9)
@@ -89,11 +89,11 @@ GEM
http_parser.rb (0.8.0)
i18n (0.9.5)
concurrent-ruby (~> 1.0)
- jekyll (3.9.2)
+ jekyll (3.9.3)
addressable (~> 2.4)
colorator (~> 1.0)
em-websocket (~> 0.5)
- i18n (~> 0.7)
+ i18n (>= 0.7, < 2)
jekyll-sass-converter (~> 1.0)
jekyll-watch (~> 2.0)
kramdown (>= 1.17, < 3)
@@ -109,11 +109,11 @@ GEM
coffee-script-source (~> 1.11.1)
jekyll-commonmark (1.4.0)
commonmarker (~> 0.22)
- jekyll-commonmark-ghpages (0.2.0)
- commonmarker (~> 0.23.4)
+ jekyll-commonmark-ghpages (0.4.0)
+ commonmarker (~> 0.23.7)
jekyll (~> 3.9.0)
jekyll-commonmark (~> 1.4.0)
- rouge (>= 2.0, < 4.0)
+ rouge (>= 2.0, < 5.0)
jekyll-default-layout (0.1.4)
jekyll (~> 3.0)
jekyll-feed (0.15.1)
@@ -201,7 +201,7 @@ GEM
rexml
kramdown-parser-gfm (1.1.0)
kramdown (~> 2.0)
- liquid (4.0.3)
+ liquid (4.0.4)
listen (3.7.1)
rb-fsevent (~> 0.10, >= 0.10.3)
rb-inotify (~> 0.9, >= 0.9.10)
@@ -211,9 +211,9 @@ GEM
jekyll-feed (~> 0.9)
jekyll-seo-tag (~> 2.1)
minitest (5.16.2)
- nokogiri (1.13.10-arm64-darwin)
+ nokogiri (1.15.4-arm64-darwin)
racc (~> 1.4)
- nokogiri (1.13.10-x86_64-darwin)
+ nokogiri (1.15.4-x86_64-darwin)
racc (~> 1.4)
octokit (4.25.1)
faraday (>= 1, < 3)
@@ -256,6 +256,7 @@ GEM
PLATFORMS
arm64-darwin-22
+ arm64-darwin-23
x86_64-darwin-20
x86_64-darwin-21
@@ -263,11 +264,13 @@ DEPENDENCIES
github-pages
http_parser.rb (~> 0.6.0)
jekyll-feed (~> 0.12)
+ jekyll-redirect-from
jekyll-seo-tag
+ liquid (~> 4.0.4)
tzinfo (~> 1.2)
tzinfo-data
wdm (~> 0.1.1)
webrick (~> 1.7)
BUNDLED WITH
- 2.4.3
+ 2.4.19
diff --git a/docs/_config.yml b/docs/_config.yml
index 114e562cae04..888f0b24a91e 100644
--- a/docs/_config.yml
+++ b/docs/_config.yml
@@ -1,9 +1,10 @@
title: Expensify Help
tagline: Expensify Help - all your Expensify questions answered in one place.
description: Got a question about receipts, expenses, corporate cards, or anything else in the spend management universe? Get answers at help.expensify.com.
-url: help.expensify.com
+url: https://help.expensify.com
author: Expensify
logo: /assets/images/expensify-help.svg
+repository: Expensify/App
open_url: true
defaults:
@@ -17,3 +18,7 @@ exclude: [README.md, TEMPLATE.md, vendor]
plugins:
- jekyll-seo-tag
+ - jekyll-redirect-from
+
+whitelist:
+ - jekyll-redirect-from
diff --git a/docs/_data/_routes.yml b/docs/_data/_routes.yml
index 32c8a5211ee2..84735e95e0e9 100644
--- a/docs/_data/_routes.yml
+++ b/docs/_data/_routes.yml
@@ -1,26 +1,154 @@
home:
href: home
title: Welcome to ExpensifyHelp!
- description: Find the answers to all of your questions about receipts, expenses, corporate cards, or anything else in the spend management universe.
-
-# Hubs are comprised of sections and articles. Sections contain multiple related articles, but there can be standalone articles as well
-hubs:
- - href: split-bills
- title: Split bills
- description: With only a couple of clicks, split bills with your friends or coworkers.
- icon: /assets/images/paper-airplane.svg
-
- - href: request-money
- title: Request money
- icon: /assets/images/money-case.svg
- description: Request money for work expenses, bills, or a night out with friends.
-
- - href: playbooks
- title: Playbooks
- icon: /assets/images/playbook.svg
- description: Best practices for how to best deploy Expensify for your business
-
- - href: other
- title: Other
- description: Everything else you're looking for is right here.
- icon: /assets/images/lightbulb.svg
+ description: Find answers by using the search bar in the left-hand menu or by clicking the version of Expensify you're using to access the relevant resources.
+
+platforms:
+ - href: expensify-classic
+ title: Expensify Classic
+ hub-title: Expensify Classic - Help & Resources
+ hub-description: Questions? Find the answers by clicking a Category or using the search bar located in the left-hand menu.
+ url: www.expensify.com
+ description: "Your account settings look like this:"
+ image: /assets/images/settings-old-dot.svg
+
+ # Hubs are comprised of sections and articles. Sections contain multiple related articles, but there can be standalone articles as well
+ hubs:
+ - href: getting-started
+ title: Getting Started
+ icon: /assets/images/accounting.svg
+ description: From setting up your account to ensuring you get the most out of Expensify’s suite of features, click here to get started on streamlining your expense management journey.
+
+ - href: account-settings
+ title: Account Settings
+ icon: /assets/images/gears.svg
+ description: Discover how to personalize your profile, add secondary logins, and grant delegated access to employees with our comprehensive guide on Account Settings.
+
+ - href: bank-accounts-and-credit-cards
+ title: Bank Accounts & Credit Cards
+ icon: /assets/images/bank-card.svg
+ description: Find out how to connect Expensify to your financial institutions, track credit card transactions, and best practices for reconciling company cards.
+
+ - href: billing-and-subscriptions
+ title: Billing & Subscriptions
+ icon: /assets/images/money-wings.svg
+ description: Here is where you can review Expensify's billing and subscription options, plan types, and payment methods.
+
+ - href: expense-and-report-features
+ title: Expense & Report Features
+ icon: /assets/images/money-receipt.svg
+ description: From enabling automatic expense auditing to tracking attendees, here is where you can review tips and tutorials to streamline expense management.
+
+ - href: expensify-card
+ title: Expensify Card
+ icon: /assets/images/hand-card.svg
+ description: Explore how the Expensify Card combines convenience and security to enhance everyday business transactions. Discover how to apply for, oversee, and maximize your card perks here.
+
+ - href: expensify-partner-program
+ title: Expensify Partner Program
+ icon: /assets/images/handshake.svg
+ description: Discover how to get the most out of Expensify as an ExpensifyApproved! accountant partner. Learn how to set up your clients, receive CPE credits, and take advantage of your partner discount.
+
+ - href: get-paid-back
+ title: Get Paid Back
+ icon: /assets/images/money-into-wallet.svg
+ description: Whether you submit an expense report or an invoice, find out here how to ensure a smooth and timely payback process every time.
+
+ - href: insights-and-custom-reporting
+ title: Insights & Custom Reporting
+ icon: /assets/images/monitor.svg
+ description: From exporting reports to creating custom templates, here is where you can learn more about Expensify's versatile export options.
+
+ - href: integrations
+ title: Integrations
+ icon: /assets/images/workflow.svg
+ description: Enhance Expensify’s capabilities by integrating it with your accounting or HR software. Here is where you can learn more about creating a synchronized financial management ecosystem.
+
+ - href: manage-employees-and-report-approvals
+ title: Manage Employees & Report Approvals
+ icon: /assets/images/envelope-receipt.svg
+ description: Master the art of overseeing employees and reports by utilizing Expensify’s automation features and approval workflows.
+
+ - href: send-payments
+ title: Send Payments
+ icon: /assets/images/money-wings.svg
+ description: Uncover step-by-step guidance on sending direct reimbursements to employees, paying an invoice to a vendor, and utilizing third-party payment options.
+
+ - href: workspace-and-domain-settings
+ title: Workspace & Domain Settings
+ icon: /assets/images/shield.svg
+ description: Discover how to set up and manage workspace, define user permissions, and implement compliance rules to maintain a secure and compliant financial management landscape.
+
+ - href: new-expensify
+ title: New Expensify
+ hub-title: New Expensify - Help & Resources
+ hub-description: Questions? Find the answers by clicking a Category or using the search bar located in the left-hand menu.
+ url: new.expensify.com
+ description: "Your account settings look like this:"
+ image: /assets/images/settings-new-dot.svg
+
+ hubs:
+ - href: getting-started
+ title: Getting Started
+ icon: /assets/images/accounting.svg
+ description: From setting up your account to ensuring you get the most out of Expensify’s suite of features, click here to get started on streamlining your expense management journey.
+
+ - href: account-settings
+ title: Account Settings
+ icon: /assets/images/gears.svg
+ description: Discover how to personalize your profile, add secondary logins, and grant delegated access to employees with our comprehensive guide on Account Settings.
+
+ - href: bank-accounts-and-credit-cards
+ title: Bank Accounts & Credit Cards
+ icon: /assets/images/bank-card.svg
+ description: Find out how to connect Expensify to your financial institutions, track credit card transactions, and best practices for reconciling company cards.
+
+ - href: billing-and-plan-types
+ title: Billing & Plan Types
+ icon: /assets/images/money-wings.svg
+ description: Here is where you can review Expensify's billing and subscription options, plan types, and payment methods.
+
+ - href: expense-and-report-features
+ title: Expense & Report Features
+ icon: /assets/images/money-receipt.svg
+ description: From enabling automatic expense auditing to tracking attendees, here is where you can review tips and tutorials to streamline expense management.
+
+ - href: expensify-card
+ title: Expensify Card
+ icon: /assets/images/hand-card.svg
+ description: Explore how the Expensify Card combines convenience and security to enhance everyday business transactions. Discover how to apply for, oversee, and maximize your card perks here.
+
+ - href: expensify-partner-program
+ title: Expensify Partner Program
+ icon: /assets/images/handshake.svg
+ description: Discover how to get the most out of Expensify as an ExpensifyApproved! accountant partner. Learn how to set up your clients, receive CPE credits, and take advantage of your partner discount.
+
+ - href: get-paid-back
+ title: Get Paid Back
+ icon: /assets/images/money-into-wallet.svg
+ description: Whether you submit an expense report or an invoice, find out here how to ensure a smooth and timely payback process every time.
+
+ - href: insights-and-custom-reporting
+ title: Insights & Custom Reporting
+ icon: /assets/images/monitor.svg
+ description: From exporting reports to creating custom templates, here is where you can learn more about Expensify's versatile export options.
+
+ - href: integrations
+ title: Integrations
+ icon: /assets/images/workflow.svg
+ description: Enhance Expensify’s capabilities by integrating it with your accounting or HR software. Here is where you can learn more about creating a synchronized financial management ecosystem.
+
+ - href: manage-employees-and-report-approvals
+ title: Manage Employees & Report Approvals
+ icon: /assets/images/envelope-receipt.svg
+ description: Master the art of overseeing employees and reports by utilizing Expensify’s automation features and approval workflows.
+
+ - href: send-payments
+ title: Send Payments
+ icon: /assets/images/money-wings.svg
+ description: Uncover step-by-step guidance on sending direct reimbursements to employees, paying an invoice to a vendor, and utilizing third-party payment options.
+
+ - href: workspace-and-domain-settings
+ title: Workspace & Domain Settings
+ icon: /assets/images/shield.svg
+ description: Discover how to set up and manage your workspace, define user permissions, and implement domain-level rules.
diff --git a/docs/_includes/article-card.html b/docs/_includes/article-card.html
index a088e5e406db..b66affebb4ae 100644
--- a/docs/_includes/article-card.html
+++ b/docs/_includes/article-card.html
@@ -1,6 +1,6 @@
-
+
-
{{ include.title }}
+ {{ include.title }}
diff --git a/docs/_includes/hub-card.html b/docs/_includes/hub-card.html
index 36bf3bc36e6a..859ee0004394 100644
--- a/docs/_includes/hub-card.html
+++ b/docs/_includes/hub-card.html
@@ -1,8 +1,8 @@
-{% assign hub = site.data.routes.hubs | where: "href", include.href | first %}
-
-
+{% assign hub = include.hub %}
+{% assign platform = include.platform %}
+
-
+
diff --git a/docs/_includes/hub.html b/docs/_includes/hub.html
index acdc901a38f6..7f1e25243c09 100644
--- a/docs/_includes/hub.html
+++ b/docs/_includes/hub.html
@@ -1,5 +1,8 @@
-{% assign activeHub = page.url | remove: "/hubs/" | remove: ".html" %}
-{% assign hub = site.data.routes.hubs | where: "href", activeHub | first %}
+{% assign activePlatform = page.url | replace: '/', ' ' | truncatewords: 1 | remove:'...' %}
+{% assign platform = site.data.routes.platforms | where: "href", activePlatform | first %}
+
+{% assign activeHub = page.url | remove: activePlatform | remove: "/hubs/" | remove: "/" | remove: ".html" %}
+{% assign hub = platform.hubs | where: "href", activeHub | first %}
{{ hub.title }}
@@ -9,27 +12,13 @@
{{ hub.description }}
-{% for section in hub.sections %}
-
-
- {{ section.title }}
-
-
-
- {% for article in section.articles %}
- {% assign article_href = section.href | append: '/' | append: article.href %}
- {% include article-card.html hub=hub.href href=article_href title=article.title %}
- {% endfor %}
-
-
-{% endfor %}
-
-{% if hub.articles %}
-
-
- {% for article in hub.articles %}
- {% include article-card.html hub=hub.href href=article.href title=article.title %}
- {% endfor %}
-
-
-{% endif %}
+
+
+ {% for section in hub.sections %}
+ {% include section-card.html platform=activePlatform hub=hub.href section=section.href title=section.title %}
+ {% endfor %}
+ {% for article in hub.articles %}
+ {% include article-card.html hub=hub.href href=article.href title=article.title platform=activePlatform %}
+ {% endfor %}
+
+
diff --git a/docs/_includes/lhn-article-link.html b/docs/_includes/lhn-article-link.html
index f9c4f31f0dbe..91c0de4aacce 100644
--- a/docs/_includes/lhn-article-link.html
+++ b/docs/_includes/lhn-article-link.html
@@ -1,5 +1,5 @@
-
+
{{ include.title }}
diff --git a/docs/_includes/lhn-template.html b/docs/_includes/lhn-template.html
index 0473e5da9e9c..80302f33f52e 100644
--- a/docs/_includes/lhn-template.html
+++ b/docs/_includes/lhn-template.html
@@ -1,4 +1,13 @@
-{% assign activeHub = page.url | remove: "/hubs/" | remove: ".html" %}
+{% assign urlArray = page.url | replace: '/', ' ' | split: " " %}
+
+{% assign activePlatform = urlArray[0] %}
+{% assign platform = site.data.routes.platforms | where: "href", activePlatform | first %}
+
+{% assign activeHub = urlArray[2] %}
+{% assign hub = platform.hubs | where: "href", activeHub | first %}
+
+{% assign activeSection = urlArray[3] | remove: ".html" %}
+{% assign section = hub.sections | where: "href", activeSection | first %}
-
@@ -9,38 +18,65 @@
{% endif %}
- {% for hub in site.data.routes.hubs %}
- {% if hub.href == activeHub %}
+ {% for platform in site.data.routes.platforms %}
+ {% if platform.href == activePlatform %}
-
-
-
-
- {% for section in hub.sections %}
+ {{ platform.title }}
+
+ {% for hub in platform.hubs %}
+
+ {% if hub.href == activeHub %}
+
+ 
+ {{ hub.title }}
+
+
+ {% for section in hub.sections %}
+ -
+ {% if section.href == activeSection %}
+
+
+ {{ section.title }}
+
+
+ {% for article in section.articles %}
+ {% assign article_href = section.href | append: '/' | append: article.href %}
+ {% include lhn-article-link.html platform=activePlatform hub=hub.href href=article_href title=article.title %}
+ {% endfor %}
+
+ {% else %}
+
+
+ {{ section.title }}
+
+ {% endif %}
+
+
+ {% endfor %}
+
+ {% for article in hub.articles %}
+ {% include lhn-article-link.html platform=activePlatform hub=hub.href href=article.href title=article.title %}
+ {% endfor %}
+
+ {% else %}
-
- {{ section.title }}
-
- {% for article in section.articles %}
- {% assign article_href = section.href | append: '/' | append: article.href %}
- {% include lhn-article-link.html hub=hub.href href=article_href title=article.title %}
- {% endfor %}
-
+
+
+ {{ hub.title }}
+
- {% endfor %}
-
-
- {% for article in hub.articles %}
- {% include lhn-article-link.html hub=hub.href href=article.href title=article.title %}
- {% endfor %}
+ {% endif %}
+ {% endfor %}
+
{% else %}
-
-
+
- {{ hub.title }}
+ {{ platform.title }}
{% endif %}
diff --git a/docs/_includes/platform-card.html b/docs/_includes/platform-card.html
new file mode 100644
index 000000000000..7123f18a679a
--- /dev/null
+++ b/docs/_includes/platform-card.html
@@ -0,0 +1,22 @@
+{% assign platform = site.data.routes.platforms | where: "href", include.href | first %}
+
+
+
+
+
+
+
{{ platform.description }}
+
+
+
+
{{ platform.hub-title }}
+
+
{{ platform.hub-description }}
+
+
+ {% for hub in platform.hubs %}
+ {% include hub-card.html hub=hub platform=selectedPlatform %}
+ {% endfor %}
+
+
+
+
+ {% include floating-concierge-button.html id="floating-concierge-button-global" %}
+
+
+
{{ include.title }}
+
+
+
+
+ {{ section.title }}
+
+
+
+
+ {% for article in section.articles %}
+ {% assign article_href = section.href | append: '/' | append: article.href %}
+ {% include article-card.html hub=hub.href href=article_href title=article.title platform=activePlatform %}
+ {% endfor %}
+
+
diff --git a/docs/_layouts/default.html b/docs/_layouts/default.html
index 07f9f23bdbbf..de3fbc203243 100644
--- a/docs/_layouts/default.html
+++ b/docs/_layouts/default.html
@@ -2,7 +2,7 @@
-
+
Expensify Help
@@ -13,20 +13,25 @@
+
+
+
{% seo %}
-
+
+
+