From c4a85096ff9b489826081970088b2c3c4f00a62e Mon Sep 17 00:00:00 2001 From: "T.J" Date: Wed, 27 Sep 2023 20:57:24 -0700 Subject: [PATCH 1/6] Create Using-The-App.md Adding app help site article --- .../getting-started/Using-The-App.md | 56 +++++++++++++++++++ 1 file changed, 56 insertions(+) create mode 100644 docs/articles/expensify-classic/getting-started/Using-The-App.md diff --git a/docs/articles/expensify-classic/getting-started/Using-The-App.md b/docs/articles/expensify-classic/getting-started/Using-The-App.md new file mode 100644 index 000000000000..74b3f2375788 --- /dev/null +++ b/docs/articles/expensify-classic/getting-started/Using-The-App.md @@ -0,0 +1,56 @@ +--- +title: Using-The-App.md +--- +# Overview +The Expensify mobile app is the ultimate expense management solution that makes it effortless to track and submit your receipts and expenses. Use the app to snap a picture of your receipts, categorize and submit expenses, and even review and approve expense reports. +# How to install the Expensify app +To get started with Expensify on your mobile device, you need to download the app: +Visit the App Store (iOS) or Google Play Store (Android). +Search for "Expensify" and select the official Expensify app. +Tap "Download" or "Install." +Once the app is installed, open it and log in with your Expensify credentials. If you don't have an Expensify account, you can create one during the sign-up process. +# How to enable on push notifications +Push notifications keep you informed about expense approvals, reimbursements, and more. To enable push notifications: +Open the Expensify app. +Go to "Settings" or "Preferences." +Find the "Receive realtime alerts" toggle +Toggle realtime alerts on to begin receiving notifications +# Deep dive +## Using SmartScan on the App +### Capture receipts +Open the Expensify mobile app. +Tap the green camera button to take a photo of a receipt. +The receipt will be SmartScanned automatically. +If you have multiple receipts tap the Rapid Fire Mode button in the bottom right hand corner to snap multiple pictures. You can also upload an existing photo from your gallery. +### SmartScan analysis +After capturing or uploading a receipt, Expensify's SmartScan technology goes to work. It analyzes the receipt to extract key details such as the merchant's name, transaction date, transaction currency, and total amount spent. SmartScan inputs all the data for you, so you don’t have to type a thing. +### Review and edit +Once SmartScan is finished, you can further categorize and code your expense based on your company’s policy. Review this data to ensure accuracy. If necessary, you can edit or add additional details, such as expense categories, tags, attendees, tax rates, or descriptions. +### Multi-Currency support +For businesses dealing with international expenses, SmartScan can handle multiple currencies and provide accurate exchange rate conversion based on your policies reporting currency. It's essential to set up and configure currency preferences for these scenarios. +### Custom expense categories +SmartScan can automatically categorize expenses based on vendor or merchant. Users can customize these categories to suit their specific accounting needs. This can be particularly useful for tracking expenses across different departments or projects. +### SmartScan outcomes +SmartScan's performance can vary depending on factors such as receipt quality, language, and handwriting. It's important to keep the following variables in mind: +**Receipt quality**: The clarity and condition of a receipt can impact SmartScan's accuracy. For best results, ensure your environment is well-lit and the receipt is straight and free of obstructions. +**Language support**: While SmartScan supports multiple languages, its accuracy may differ from one language to another. Users dealing with non-English receipts should be aware of potential variations in data extraction. +**Handwriting recognition**: Handwritten receipts might pose challenges for SmartScan. In such cases, manual verification may be necessary to ensure accurate data entry. +# FAQ +## Can I use the mobile app for both personal and business expenses? +Yes, you can use Expensify for personal and business expenses. It's versatile and suitable for both individual and corporate use. + +Check out our personal and business plans here to see what might be right for you. + +## Is it possible to categorize and tag expenses on the mobile app? +Yes, you can categorize and tag expenses on the mobile app. The app allows you to customize categories and tags to help organize and track your spending. + + +## What should I do if I encounter issues with the mobile app, such as login problems or crashes? +If you experience issues, first make sure you’re using the most recent version of the app. You can also try to restarting the app. If the issue persists, you can start a chat with Concierge in the app or write to concierge@expensify.com. + +## Is the mobile app secure for managing sensitive financial information? +Expensify takes security seriously and employs encryption and other security measures to protect your data. It's important to use strong, unique passwords and enable device security features like biometric authentication. + + +## Can I use the mobile app offline, and will my data sync when I'm back online? +Yes, you can use the mobile app offline to capture receipts and create expenses. The app will sync your data once you have an internet connection. From a79538cd64f00fec6449acd16afb84991f5c48fe Mon Sep 17 00:00:00 2001 From: "T.J" Date: Fri, 29 Sep 2023 23:57:40 -0700 Subject: [PATCH 2/6] Update docs/articles/expensify-classic/getting-started/Using-The-App.md Co-authored-by: Rushat Gabhane --- .../articles/expensify-classic/getting-started/Using-The-App.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/getting-started/Using-The-App.md b/docs/articles/expensify-classic/getting-started/Using-The-App.md index 74b3f2375788..f1102d7c9e85 100644 --- a/docs/articles/expensify-classic/getting-started/Using-The-App.md +++ b/docs/articles/expensify-classic/getting-started/Using-The-App.md @@ -1,5 +1,5 @@ --- -title: Using-The-App.md +title: Using the app --- # Overview The Expensify mobile app is the ultimate expense management solution that makes it effortless to track and submit your receipts and expenses. Use the app to snap a picture of your receipts, categorize and submit expenses, and even review and approve expense reports. From bbb24ff86d60f40afa2ed852ddf6d8ef6105a074 Mon Sep 17 00:00:00 2001 From: "T.J" Date: Tue, 3 Oct 2023 10:46:04 -0700 Subject: [PATCH 3/6] Update Using-The-App.md Added meta description --- docs/articles/expensify-classic/getting-started/Using-The-App.md | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/articles/expensify-classic/getting-started/Using-The-App.md b/docs/articles/expensify-classic/getting-started/Using-The-App.md index f1102d7c9e85..5fa0016f111b 100644 --- a/docs/articles/expensify-classic/getting-started/Using-The-App.md +++ b/docs/articles/expensify-classic/getting-started/Using-The-App.md @@ -1,5 +1,6 @@ --- title: Using the app +description: Streamline expense management effortlessly with the Expensify mobile app. Learn how to install, enable push notifications, and use SmartScan to capture, categorize, and track expenses. Versatile for personal and business use, Expensify is a secure and automated solution for managing your finances on the go. --- # Overview The Expensify mobile app is the ultimate expense management solution that makes it effortless to track and submit your receipts and expenses. Use the app to snap a picture of your receipts, categorize and submit expenses, and even review and approve expense reports. From 8be2748e63824c6a739300a0d794b18226e6e25b Mon Sep 17 00:00:00 2001 From: "T.J" Date: Wed, 8 Nov 2023 13:34:00 -0800 Subject: [PATCH 4/6] Update docs/articles/expensify-classic/getting-started/Using-The-App.md Co-authored-by: Daniel Gale-Rosen <5487802+dangrous@users.noreply.github.com> --- .../articles/expensify-classic/getting-started/Using-The-App.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/getting-started/Using-The-App.md b/docs/articles/expensify-classic/getting-started/Using-The-App.md index 5fa0016f111b..160cc1161d99 100644 --- a/docs/articles/expensify-classic/getting-started/Using-The-App.md +++ b/docs/articles/expensify-classic/getting-started/Using-The-App.md @@ -47,7 +47,7 @@ Yes, you can categorize and tag expenses on the mobile app. The app allows you t ## What should I do if I encounter issues with the mobile app, such as login problems or crashes? -If you experience issues, first make sure you’re using the most recent version of the app. You can also try to restarting the app. If the issue persists, you can start a chat with Concierge in the app or write to concierge@expensify.com. +If you experience issues, first make sure you’re using the most recent version of the app. You can also try to restarting the app. If the issue persists, you can start a chat with Concierge in the app or write to [concierge@expensify.com](mailto:concierge@expensify.com). ## Is the mobile app secure for managing sensitive financial information? Expensify takes security seriously and employs encryption and other security measures to protect your data. It's important to use strong, unique passwords and enable device security features like biometric authentication. From 8d1bdb5e26cef8bc835808be5f220b9fec5d2aca Mon Sep 17 00:00:00 2001 From: "T.J" Date: Wed, 8 Nov 2023 13:36:32 -0800 Subject: [PATCH 5/6] Update Using-The-App.md --- .../getting-started/Using-The-App.md | 30 +++++++------------ 1 file changed, 11 insertions(+), 19 deletions(-) diff --git a/docs/articles/expensify-classic/getting-started/Using-The-App.md b/docs/articles/expensify-classic/getting-started/Using-The-App.md index 160cc1161d99..0f214b067db9 100644 --- a/docs/articles/expensify-classic/getting-started/Using-The-App.md +++ b/docs/articles/expensify-classic/getting-started/Using-The-App.md @@ -6,22 +6,22 @@ description: Streamline expense management effortlessly with the Expensify mobil The Expensify mobile app is the ultimate expense management solution that makes it effortless to track and submit your receipts and expenses. Use the app to snap a picture of your receipts, categorize and submit expenses, and even review and approve expense reports. # How to install the Expensify app To get started with Expensify on your mobile device, you need to download the app: -Visit the App Store (iOS) or Google Play Store (Android). -Search for "Expensify" and select the official Expensify app. -Tap "Download" or "Install." +1. Visit the App Store (iOS) or Google Play Store (Android). +2. Search for "Expensify" and select the official Expensify app. +3. Tap "Download" or "Install." Once the app is installed, open it and log in with your Expensify credentials. If you don't have an Expensify account, you can create one during the sign-up process. # How to enable on push notifications Push notifications keep you informed about expense approvals, reimbursements, and more. To enable push notifications: -Open the Expensify app. -Go to "Settings" or "Preferences." -Find the "Receive realtime alerts" toggle -Toggle realtime alerts on to begin receiving notifications +1. Open the Expensify app. +2. Go to "Settings" or "Preferences." +3. Find the "Receive realtime alerts" toggle +4. Toggle realtime alerts on to begin receiving notifications # Deep dive ## Using SmartScan on the App ### Capture receipts -Open the Expensify mobile app. -Tap the green camera button to take a photo of a receipt. -The receipt will be SmartScanned automatically. +1. Open the Expensify mobile app. +2. Tap the green camera button to take a photo of a receipt. +3. The receipt will be SmartScanned automatically. If you have multiple receipts tap the Rapid Fire Mode button in the bottom right hand corner to snap multiple pictures. You can also upload an existing photo from your gallery. ### SmartScan analysis After capturing or uploading a receipt, Expensify's SmartScan technology goes to work. It analyzes the receipt to extract key details such as the merchant's name, transaction date, transaction currency, and total amount spent. SmartScan inputs all the data for you, so you don’t have to type a thing. @@ -38,20 +38,12 @@ SmartScan's performance can vary depending on factors such as receipt quality, l **Handwriting recognition**: Handwritten receipts might pose challenges for SmartScan. In such cases, manual verification may be necessary to ensure accurate data entry. # FAQ ## Can I use the mobile app for both personal and business expenses? -Yes, you can use Expensify for personal and business expenses. It's versatile and suitable for both individual and corporate use. - -Check out our personal and business plans here to see what might be right for you. - +Yes, you can use Expensify for personal and business expenses. It's versatile and suitable for both individual and corporate use. Check out our personal and business plans [here](https://www.expensify.com/pricing) to see what might be right for you. ## Is it possible to categorize and tag expenses on the mobile app? Yes, you can categorize and tag expenses on the mobile app. The app allows you to customize categories and tags to help organize and track your spending. - - ## What should I do if I encounter issues with the mobile app, such as login problems or crashes? If you experience issues, first make sure you’re using the most recent version of the app. You can also try to restarting the app. If the issue persists, you can start a chat with Concierge in the app or write to [concierge@expensify.com](mailto:concierge@expensify.com). - ## Is the mobile app secure for managing sensitive financial information? Expensify takes security seriously and employs encryption and other security measures to protect your data. It's important to use strong, unique passwords and enable device security features like biometric authentication. - - ## Can I use the mobile app offline, and will my data sync when I'm back online? Yes, you can use the mobile app offline to capture receipts and create expenses. The app will sync your data once you have an internet connection. From 573f4555f63e09b6e2362ef5d0a0f998d930b7c4 Mon Sep 17 00:00:00 2001 From: "T.J" Date: Fri, 10 Nov 2023 11:45:02 -0800 Subject: [PATCH 6/6] Update Using-The-App.md Added breaks below the lists --- .../expensify-classic/getting-started/Using-The-App.md | 3 +++ 1 file changed, 3 insertions(+) diff --git a/docs/articles/expensify-classic/getting-started/Using-The-App.md b/docs/articles/expensify-classic/getting-started/Using-The-App.md index 0f214b067db9..281a26a4317b 100644 --- a/docs/articles/expensify-classic/getting-started/Using-The-App.md +++ b/docs/articles/expensify-classic/getting-started/Using-The-App.md @@ -9,6 +9,7 @@ To get started with Expensify on your mobile device, you need to download the ap 1. Visit the App Store (iOS) or Google Play Store (Android). 2. Search for "Expensify" and select the official Expensify app. 3. Tap "Download" or "Install." + Once the app is installed, open it and log in with your Expensify credentials. If you don't have an Expensify account, you can create one during the sign-up process. # How to enable on push notifications Push notifications keep you informed about expense approvals, reimbursements, and more. To enable push notifications: @@ -16,12 +17,14 @@ Push notifications keep you informed about expense approvals, reimbursements, an 2. Go to "Settings" or "Preferences." 3. Find the "Receive realtime alerts" toggle 4. Toggle realtime alerts on to begin receiving notifications + # Deep dive ## Using SmartScan on the App ### Capture receipts 1. Open the Expensify mobile app. 2. Tap the green camera button to take a photo of a receipt. 3. The receipt will be SmartScanned automatically. + If you have multiple receipts tap the Rapid Fire Mode button in the bottom right hand corner to snap multiple pictures. You can also upload an existing photo from your gallery. ### SmartScan analysis After capturing or uploading a receipt, Expensify's SmartScan technology goes to work. It analyzes the receipt to extract key details such as the merchant's name, transaction date, transaction currency, and total amount spent. SmartScan inputs all the data for you, so you don’t have to type a thing.