From 65d4fea333c4f4e35fb5c4339892c4de0d3f5298 Mon Sep 17 00:00:00 2001 From: ren-jones <153645623+ren-jones@users.noreply.github.com> Date: Thu, 8 Feb 2024 10:20:23 -0600 Subject: [PATCH 1/4] Create create-a-workspace-for-yourself.md New help article for getting started guides --- .../create-a-workspace-for-yourself.md | 221 ++++++++++++++++++ 1 file changed, 221 insertions(+) create mode 100644 docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md diff --git a/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md b/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md new file mode 100644 index 000000000000..dad26150f962 --- /dev/null +++ b/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md @@ -0,0 +1,221 @@ +--- +title: Create a workspace for yourself +description: Get started with Expensify by creating an individual workspace for yourself +--- +
+ +# Overview + +Welcome to Expensify! If you are a freelancer or tracking your personal expenses, follow the steps below to get started. + +# 1. Download the mobile app + +Upload your expenses and check your reports right from your phone by downloading the Expensify mobile app. You can search for “Expensify” in the app store, or tap one of the links below. + +[iOS](https://apps.apple.com/us/app/expensify-expense-tracker/id471713959) +| [Android](https://play.google.com/store/apps/details?id=org.me.mobiexpensifyg&hl=en_US&gl=US) + +# 2. Meet Concierge + +Your personal assistant, Concierge, lives on your Expensify Home page on both desktop and the mobile app. + +Concierge will walk you through setting up your account and also provide: +- Reminders to do things like submit your expenses +- Alerts when more information is needed on an expense report +- Updates on new and improved account features + +You can also get support at any time by clicking the green chat bubble in the right corner. This will open a chat with Concierge where you can ask questions and receive direct support. + +# 3. Create a workspace + +All Expensify accounts automatically come with an individual workspace already set up. You can use this space for your personal expenses, or you can create a group workspace—even if you will be the only person in the group. + +Here’s how to determine whether a personal or group workspace might be best for you: +- A *personal workspace* is a private workspace just for you. +- A *group workspace* allows you to use the workspace individually or add additional members. You can also create expense approval flows and connect accounting, HR, and travel integrations. + +## Set up your individual workspace + +
    +
  1. Hover over Settings, then click Workspaces.
    2. +
  2. Click the Individual tab on the left.
    3. +
  3. Select the policy type that best fits your needs.
    4. +
  4. Set up your workspace details including the workspace name, expense rules, categories, and more.
    5. +
+ +## Create a group workspace + +
    +
  1. Hover over Settings, then click Workspaces.
    2. +
  2. Click the Group tab on the left.
    3. +
  3. Click New Workspace.
    4. +
  4. Set up your workspace details including the workspace name, expense rules, categories, and more.
    5. +
+ +# 4. Add an expense + +You can create an expense automatically by SmartScanning a receipt, or you can enter them manually. + +## SmartScan a receipt + +You can upload pictures of your receipts to Expensify and SmartScan will automatically capture the receipt details including the merchant, date, total, and currency. + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" % +
    +
  1. Click the Expenses tab.
    2. +
  2. Click the + icon in the top right and select Scan Receipt.
    3. +
  3. Upload a saved image of a receipt.
    4. +
+{% include end-option.html %} + +{% include option.html value="mobile" %} +
    +
  1. Open the mobile app and tap the camera icon in the bottom right corner.
    2. +
  2. Upload or take a photo of your receipt.
    3. +
+{% include end-option.html %} + +{% include end-selector.html %} + +You can open any receipt and select **Fill out details myself** to add or edit the merchant, date, total, description, category, or add attendees who took part in the expense. You can also split the expense if multiple expenses are included on one receipt. + +{% include info.html %} +You can also email receipts to SmartScan by sending them to receipts@expensify.com from an email address tied to your Expensify account (either a primary or secondary email). SmartScan will automatically pull all of the details from the receipt, fill them in for you, and add the receipt to the Expenses tab on your account. +{% include end-info.html %} + +## Manually enter an expense + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} + +
    +
  1. Click the Expenses tab.
    2. +
  2. Click the + icon in the top right.
    3. +
  3. Select the type of expense and enter the expense details.
    4. + +
  4. Click Save.
    5. +
+{% include end-option.html %} + +{% include option.html value="mobile" %} +
    +
  1. Tap the ☰ menu icon in the top left.
    2. +
  2. Tap Expenses.
    3. +
  3. Tap the + icon in the top right.
    4. +
  4. Tap the correct expense type and enter the expense details.
    5. + +
  5. Tap Save.
    6. +
+{% include end-option.html %} + +{% include end-selector.html %} + +# 5. Connect your expense accounts + +You can connect your bank account(s) and personal credit card(s) to import and track your transactions in Expensify. This will: +- Automatically sync your bank/card transactions with your Expensify account +- Merge any expenses added with SmartScan with the tracked bank expense +- Generate IRS-compliant eReceipts (if enabled for the workspace) + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +
    +
  1. Hover over Settings, then click Account.
    2. +
  2. Click the Credit Card Import tab on the left.
    3. +
  3. Click Import Bank/Card.
    4. +
  4. Choose your bank from the list or use the search box.
    5. + +
  5. Select a transaction start date (up to 90 days), then click Take me there.
    6. +
  6. Enter the username and password you use to sign into the bank online.
    7. +
  7. Select the account(s) you want to import.
    8. +
  8. Once you have successfully imported your card(s), you can click Update to refresh the latest transactions.
    9. +
+{% include end-option.html %} + +{% include option.html value="mobile" %} +
    +
  1. Tap the ☰ menu icon in the top left.
    2. +
  2. Tap Settings.
    3. +
  3. Tap Import a Card.
    4. +
  4. Choose your bank from the list or use the search box.
    5. + +
  5. Select a transaction start date (up to 90 days), then click Take me there.
    6. +
  6. Enter the username and password you use to sign into the bank online.
    7. +
  7. Select the account(s) you want to import.
    8. +
  8. Once you have successfully imported your card(s), you can click Update to refresh the latest transactions.
    9. +
+{% include end-option.html %} + +{% include end-selector.html %} + +# 6. See your spending insights + +The Insights dashboard allows you to monitor all aspects of company spend across categories, employees, projects, departments, and more. You can see trends in real time, forecast company budgets, and build unlimited custom reports with help from our trained specialist team. + +{% include info.html %} +This process is currently not available from the mobile app and must be completed from the Expensify website. +{% include end-info.html %} + +
    +
  1. Click the Insights tab.
    2. +
  2. Use the To and From filters to select a specific date range. The current month is shown by default.
    3. +
  3. Use the other filters to select the data you want to view insights for.
    4. + +
  4. Scroll down to see the various data graphs.
    5. +
  5. To view the specific expenses that are included in the graph, click the ☰ icon in the View Raw Data column.
    6. +
+ +# 7. Secure your account + +Add an extra layer of security to help keep your financial data safe and secure by enabling two-factor authentication. This will require you to enter a code generated by your preferred authenticator app (like Google Authenticator or Microsoft Authenticator) when you log in. + +
    +
  1. Hover over Settings, then click Account.
    2. +
  2. Under the Account Details tab, scroll down to the Two Factor Authentication section and enable the toggle.
    3. +
  3. Save a copy of your backup codes. This step is critical—You will lose access to your account if you cannot use your authenticator app and do not have your recovery codes.
    4. + +
  4. Click Continue.
    5. +
  5. Download or open your authenticator app and either:
    6. + +
+ +When you log in to Expensify in the future, you’ll be emailed a magic code that you’ll use to log in with. Then you’ll be prompted to open your authenticator app to get the 6-digit code and enter it into Expensify. A new code regenerates every few seconds, so the code is always different. If the code time runs out, you can generate a new code as needed. From 4b710dc4d1a60f796c02069876279b5d15a037b6 Mon Sep 17 00:00:00 2001 From: ren-jones <153645623+ren-jones@users.noreply.github.com> Date: Thu, 8 Feb 2024 17:06:49 -0600 Subject: [PATCH 2/4] Update docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md Add closing } Co-authored-by: Rushat Gabhane --- .../getting-started/create-a-workspace-for-yourself.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md b/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md index dad26150f962..3563ce2367c6 100644 --- a/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md +++ b/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md @@ -62,7 +62,7 @@ You can upload pictures of your receipts to Expensify and SmartScan will automat {% include selector.html values="desktop, mobile" %} -{% include option.html value="desktop" % +{% include option.html value="desktop" %}
  1. Click the Expenses tab.
  2. Click the + icon in the top right and select Scan Receipt.
    3. From 330ffaeaf8fe3f201856a02395b40d0aa31a8cd8 Mon Sep 17 00:00:00 2001 From: ren-jones <153645623+ren-jones@users.noreply.github.com> Date: Thu, 8 Feb 2024 17:13:14 -0600 Subject: [PATCH 3/4] Update create-a-workspace-for-yourself.md Added missing closing tags --- .../getting-started/create-a-workspace-for-yourself.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md b/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md index 3563ce2367c6..69dea87ad8ea 100644 --- a/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md +++ b/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md @@ -80,6 +80,8 @@ You can upload pictures of your receipts to Expensify and SmartScan will automat
    • Normal Mode: Upload one receipt.
    • Rapid Fire Mode: Upload multiple receipts at once.
      • +
    +
{% include end-option.html %} From 9fd3606094bd84222c3cf76af49ec0d256637bc8 Mon Sep 17 00:00:00 2001 From: ren-jones <153645623+ren-jones@users.noreply.github.com> Date: Fri, 9 Feb 2024 08:18:42 -0600 Subject: [PATCH 4/4] Rename create-a-workspace-for-yourself.md to Create-a-workspace-for-yourself.md Capitalized first word in title (For article titles, we're using sentence case - only the first word will be capitalized). Folders will use title case. --- ...rkspace-for-yourself.md => Create-a-workspace-for-yourself.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/expensify-classic/getting-started/{create-a-workspace-for-yourself.md => Create-a-workspace-for-yourself.md} (100%) diff --git a/docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md b/docs/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself.md similarity index 100% rename from docs/articles/expensify-classic/getting-started/create-a-workspace-for-yourself.md rename to docs/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself.md