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Original file line number | Diff line number | Diff line change |
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@@ -1,142 +1,144 @@ | ||
home: | ||
href: home | ||
title: Welcome to ExpensifyHelp! | ||
description: Questions? Find the answers by clicking a Category or using the search bar located in the left-hand menu. | ||
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 | ||
url: expensify.com | ||
description: Your account settings will look something like this | ||
image: /assets/images/paper-airplane.svg | ||
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: With only a couple of clicks, split bills with your friends or coworkers. | ||
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: Request money for work expenses, bills, or a night out with friends. | ||
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: Best practices for how to best deploy Expensify for your business | ||
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: Everything else you're looking for is right here. | ||
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: Request money for work expenses, bills, or a night out with friends. | ||
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: exports | ||
title: Exports | ||
icon: /assets/images/monitor.svg | ||
description: Best practices for how to best deploy Expensify for your business | ||
description: From exporting reports to creating custom templates, here is where you can learn more about Expensify's versatile export options. | ||
|
||
- href: get-paid-back | ||
title: Get Paid Back | ||
description: Everything else you're looking for is right here. | ||
icon: /assets/images/money-into-wallet.svg | ||
|
||
- href: getting-started | ||
title: Getting Started | ||
description: Everything else you're looking for is right here. | ||
icon: /assets/images/accounting.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: integrations | ||
title: Integrations | ||
description: Everything else you're looking for is right here. | ||
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: Everything else you're looking for is right here. | ||
description: Master the art of overseeing employees and reports by utilizing Expensify’s automation features and approval workflows. | ||
|
||
- href: policy-and-domain-settings | ||
title: Policy & Domain Setting | ||
title: Policy & Domain Settings | ||
icon: /assets/images/shield.svg | ||
description: Everything else you're looking for is right here. | ||
description: Discover how to set up and manage policies, define user permissions, and implement compliance rules to maintain a secure and compliant financial management landscape. | ||
|
||
- href: send-payments | ||
title: Send Payments | ||
icon: /assets/images/money-wings.svg | ||
description: Everything else you're looking for is right here. | ||
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: 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 will look something like this | ||
image: /assets/images/paper-airplane.svg | ||
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: With only a couple of clicks, split bills with your friends or coworkers. | ||
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: description | ||
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: description | ||
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: description | ||
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: description | ||
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: exports | ||
title: Exports | ||
icon: /assets/images/monitor.svg | ||
description: description | ||
description: From exporting reports to creating custom templates, here is where you can learn more about Expensify's versatile export options. | ||
|
||
- href: get-paid-back | ||
title: Get Paid Back | ||
icon: /assets/images/money-into-wallet.svg | ||
description: description | ||
|
||
- href: getting-started | ||
title: Getting Started | ||
icon: /assets/images/accounting.svg | ||
description: description | ||
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: integrations | ||
title: Integrations | ||
icon: /assets/images/workflow.svg | ||
description: description | ||
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: description | ||
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: description. | ||
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: description. | ||
description: Discover how to set up and manage your workspace, define user permissions, and implement domain-level rules. |
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