From 1faf95cc1d1075a172164e1b97e5770796341b03 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Fri, 22 Nov 2024 15:58:21 +0800 Subject: [PATCH 1/4] Update and rename Create-and-Pay-Bills.md to Receive-and-Pay-Bills.md Tracking article https://github.com/Expensify/Expensify/issues/444051 Updating the Create a Bill article so it's about how to Receive a bill --- .../payments/Create-and-Pay-Bills.md | 79 ------------- .../payments/Receive-and-Pay-Bills.md | 111 ++++++++++++++++++ 2 files changed, 111 insertions(+), 79 deletions(-) delete mode 100644 docs/articles/expensify-classic/bank-accounts-and-payments/payments/Create-and-Pay-Bills.md create mode 100644 docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md diff --git a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Create-and-Pay-Bills.md b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Create-and-Pay-Bills.md deleted file mode 100644 index b231984f61e2..000000000000 --- a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Create-and-Pay-Bills.md +++ /dev/null @@ -1,79 +0,0 @@ ---- -title: Create and Pay Bills -description: Expensify bill management and payment methods. ---- -Streamline your operations by receiving and paying vendor or supplier bills directly in Expensify. Vendors can send bills even if they don't have an Expensify account, and you can manage payments seamlessly. - -# Receive Bills in Expensify -You can receive bills in three ways: -- Directly from Vendors: Provide your Expensify billing email to vendors. -- Forwarding Emails: Forward bills received in your email to Expensify. -- Manual Upload: For physical bills, create a Bill in Expensify from the Reports page. - -# Bill Pay Workflow -1. When a vendor or supplier sends a bill to Expensify, the document is automatically SmartScanned, and a Bill is created. This Bill is managed by the primary domain contact, who can view it on the Reports page within their default group workspace. - -2. Once the Bill is ready for processing, it follows the established approval workflow. As each person approves it, the Bill appears in the next approver’s Inbox. The final approver will pay the Bill using one of the available payment methods. - -3. During this process, the Bill is coded with the appropriate GL codes from your connected accounting software. After completing the approval workflow, the Bill can be exported back to your accounting system. - -# Payment Methods -There are multiple ways to pay Bills in Expensify. Let’s go over each method below. - -## ACH bank-to-bank transfer - -To use this payment method, you must have a [business bank account connected to your Expensify account](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account). - -**To pay with an ACH bank-to-bank transfer:** -1. Sign in to your [Expensify web account](www.expensify.com). -2. Go to the Home or Reports page and locate the Bill that needs to be paid. -3. Click the Pay button to be redirected to the Bill. -4. Choose the ACH option from the drop-down list. - -**Fees:** None - -## Credit or Debit Card -This option is available to all US and International customers receiving a bill from a US vendor with a US business bank account. - -**To pay with a credit or debit card:** -1. Sign in to your [Expensify web account](www.expensify.com). -2. Click on the Bill you’d like to pay to see the details. -3. Click the Pay button. -4. Enter your credit card or debit card details. - -**Fees:** 2.9% of the total amount paid. - -## Venmo -If both you and the vendor must have Venmo connected to Expensify, you can pay the bill by following the steps outlined [here](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Third-Party-Payments#setting-up-third-party-payments). - -**Fees:** Venmo charges a 3% sender’s fee. - - -## Pay outside of Expensify -If you are unable to pay using one of the above methods, you can still mark the Bill as paid. This will update its status to indicate that the payment was made outside Expensify. - -**To mark a Bill as paid outside of Expensify:** -1. Sign in to your [Expensify web account](www.expensify.com). -2. Click on the Bill you’d like to pay to see the details. -3. Click the Reimburse button. -4. Choose **I’ll do it manually**. - -**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 %} 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 new file mode 100644 index 000000000000..15aa3c0bc493 --- /dev/null +++ b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills.md @@ -0,0 +1,111 @@ +--- +title: Receive and Pay Bills +description: Expensify bill management and payment methods. +--- + +Easily receive and pay vendor or supplier bills directly in Expensify. Your vendors don’t even need an Expensify account! Manage everything seamlessly in one place. + +# Receiving Bills + +Expensify makes it easy to receive bills in three simple ways: + +### 1. Directly from Vendors +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`). +- Once emailed, the bill is automatically created in Expensify, ready for payment. + +### 2. Forwarding Emails +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`. +- Expensify will create a bill automatically, ready for payment. + +### 3. Manual Upload +Got a paper bill? Create a bill manually in [Expensify](https://www.expensify.com/): + +1. Log in to [Expensify](https://www.expensify.com). +2. Go to **Reports > New Report > Bill**. +3. Enter the invoice details: sender’s email, merchant name, amount, and date. +4. Upload the invoice as a receipt. + + +# Paying Bills in Expensify + +Expensify makes it easy to manage and pay vendor bills with a straightforward workflow and flexible payment options. Here’s how it works: + +## Bill Pay Workflow + +1. **SmartScan & Create**: When a vendor sends a bill, Expensify automatically SmartScans the document and creates a bill. +2. **Submission to Primary Contact**: The bill is submitted to the primary contact, who can review it on the Reports page under their default group policy. +3. **Communication**: If the approver needs clarification, they can communicate directly with the sender via the invoice linked to the bill. +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. + +## Payment Methods + +Expensify offers several ways to pay bills. Choose the method that works best for you: + +### 1. ACH Bank-to-Bank Transfer + +Fast and fee-free, this method requires a connected [[business bank account](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account)]. + +**How to Pay via ACH:** +1. Log in to your [[Expensify web account](https://www.expensify.com/)]. +2. Find the bill on the Home or Reports page. +3. Click **Pay** and select the ACH option. + +**Fees:** None. + +--- + +### 2. Credit or Debit Card + +Pay vendors using a credit or debit card. This option is available for US and international customers paying US vendors with a US business bank account. + +**How to Pay with a Card:** +1. Log in to your [[Expensify web account](https://www.expensify.com/)]. +2. Open the bill details and click **Pay**. +3. Enter your card information to complete the payment. + +**Fees:** 2.9% of the total amount paid. + +--- + +### 3. Venmo + +If both you and the vendor have Venmo accounts connected to Expensify, you can pay through Venmo. Learn how to set up Venmo [[here](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Third-Party-Payments#setting-up-third-party-payments)]. + +**Fees:** Venmo charges a 3% sender’s fee. + +--- + +### 4. Pay Outside Expensify + +If you prefer to pay outside Expensify, you can still track the payment within the platform. + +**How to Mark as Paid Outside Expensify:** +1. Log in to your [[Expensify web account](https://www.expensify.com/)]. +2. Open the bill details and click **Pay**. +3. Select **Mark as Paid** to update its status. + +**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 e15205c6a4747de9bfcfa3ea6d8181cf96aedb6c Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Fri, 22 Nov 2024 16:07:43 +0800 Subject: [PATCH 2/4] Update redirects.csv Updating the redirect to the new article title Receive-and-Pay-Bills --- docs/redirects.csv | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/redirects.csv b/docs/redirects.csv index 5c83d510ccb8..e1c0e12eb070 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -603,3 +603,4 @@ https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-T https://help.expensify.com/articles/expensify-classic/spending-insights/Default-Export-Templates,https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports/ https://help.expensify.com/articles/expensify-classic/spending-insights/Other-Export-Options,https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports/ https://help.expensify.com/articles/expensify-classic/travel/Edit-or-cancel-travel-arrangements,https://help.expensify.com/articles/expensify-classic/travel/Book-with-Expensify-Travel +https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Create-and-Pay-Bills,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-and-Pay-Bills From 4904e4dc9fd90085cabbf698b62c30bf70ac0d5a Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Fri, 22 Nov 2024 16:15:49 +0800 Subject: [PATCH 3/4] Update Receive-and-Pay-Bills.md Made a few changes to the webpage --- .../payments/Receive-and-Pay-Bills.md | 12 ++++++------ 1 file changed, 6 insertions(+), 6 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 15aa3c0bc493..328b7f2051bc 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 @@ -20,7 +20,7 @@ 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`. +- Forward bills to `domainname@expensify.cash`. Example: `domainname@expensify.cash` (e.g., for *expensify.com*, use `expensify@expensify.cash`). - Expensify will create a bill automatically, ready for payment. ### 3. Manual Upload @@ -50,10 +50,10 @@ Expensify offers several ways to pay bills. Choose the method that works best fo ### 1. ACH Bank-to-Bank Transfer -Fast and fee-free, this method requires a connected [[business bank account](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account)]. +Fast and fee-free, this method requires a connected [business bank account](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account). **How to Pay via ACH:** -1. Log in to your [[Expensify web account](https://www.expensify.com/)]. +1. Log in to your [Expensify web account](https://www.expensify.com/). 2. Find the bill on the Home or Reports page. 3. Click **Pay** and select the ACH option. @@ -66,7 +66,7 @@ Fast and fee-free, this method requires a connected [[business bank account](htt Pay vendors using a credit or debit card. This option is available for US and international customers paying US vendors with a US business bank account. **How to Pay with a Card:** -1. Log in to your [[Expensify web account](https://www.expensify.com/)]. +1. Log in to your [Expensify web account](https://www.expensify.com/). 2. Open the bill details and click **Pay**. 3. Enter your card information to complete the payment. @@ -76,7 +76,7 @@ Pay vendors using a credit or debit card. This option is available for US and in ### 3. Venmo -If both you and the vendor have Venmo accounts connected to Expensify, you can pay through Venmo. Learn how to set up Venmo [[here](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Third-Party-Payments#setting-up-third-party-payments)]. +If both you and the vendor have Venmo accounts connected to Expensify, you can pay through Venmo. Learn how to set up Venmo [here](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Third-Party-Payments#setting-up-third-party-payments). **Fees:** Venmo charges a 3% sender’s fee. @@ -87,7 +87,7 @@ If both you and the vendor have Venmo accounts connected to Expensify, you can p If you prefer to pay outside Expensify, you can still track the payment within the platform. **How to Mark as Paid Outside Expensify:** -1. Log in to your [[Expensify web account](https://www.expensify.com/)]. +1. Log in to your [Expensify web account](https://www.expensify.com/). 2. Open the bill details and click **Pay**. 3. Select **Mark as Paid** to update its status. From 1689ccb158d0a92f28cf1bc4b1d3f3f2243152a1 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Fri, 22 Nov 2024 16:34:46 +0800 Subject: [PATCH 4/4] Update Receive-and-Pay-Bills.md made some changes to the linked articles