Merge pull request #45626 from Expensify/maddylewis-patch-7

Update and rename Reimbursement.md to Configure-Reimbursement-Setting…

docs/articles/expensify-classic/workspaces/Configure-Reimbursement-Settings.md

@@ -0,0 +1,55 @@
+---
+title: Configure Reimbursement Settings
+description: Set up direct or indirect reimbursements for your workspace.
+---
+<!-- The lines above are required by Jekyll to process the .md file -->
+
+Reimbursing employees in Expensify is quick, easy, and completely free. Let Expensify do the tedious work for you by taking advantage of the features available to automate employee reimbursement. 
+
+# Configure a Workspace's Reimbursement Settings
+There are a few ways to reimburse employees in Expensify. The option that's best suited for you and your business will depend on a few different factors:
+- **Direct Reimbursement**: For companies with a business bank account located in the US that reimburse employees within the US.
+- **Indirect Reimbursement**: This option is available to all members, and connecting a bank account to Expensify is not required. Indirect reimbursement indicates that all reports are reimbursed outside of Expensify. 
+- **Global Reimbursement**: If your company’s business bank account is in the US, Canada, the UK, Europe, or Australia, you can reimburse employees directly in nearly any country worldwide.
+
+## Set Up Direct Reimbursement 
+
+Once a [business bank account is connected to Expensify](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Business-Bank-Accounts-USD#how-to-add-a-verified-business-bank-account), a workspace admin can enable indirect reimbursement via **Settings > Workspaces > Workspace Name > Reimbursement > Direct**.
+
+#### Additional features available with Direct Reimbursement:
+- **Select a default reimburser for the Workspace from the dropdown menu**:
+     - The default reimburser will receive notifications to reimburse reports in Expensify.
+     - Any workspace admin who also has access to the business bank account can be added as a default reimburser.
+- **Set a default withdrawal account for the Workspace**:
+     - The default bank account is used to reimburse all of the reports submitted on the corresponding workspace. 
+- **Set a manual reimbursement threshold to automate reimbursement**:
+     - If the total of a given report is less than the threshold set, reimbursement will occur automatically upon final approval.
+     - If the total of a given report is more than the threshold, it will need to be reimbursed manually. 
+
+## Set Up Indirect Reimbursement 
+
+A Workspace admin can enable indirect reimbursement via **Settings > Workspaces > Workspace Name > Reimbursement > Indirect**. 
+
+**Additional features under Reimbursement > Indirect:**
+If you reimburse through a separate system or through payroll, Expensify can collect and export employee bank account details for you. Reach out to your Account Manager or Concierge to have the Reimbursement Details Export format added to the account. 
+
+## Set Up Global Reimbursement
+
+Once [a business bank account is connected to Expensify](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Business-Bank-Accounts-USD#how-to-add-a-verified-business-bank-account), a workspace admin can enable indirect reimbursement via **Settings > Workspaces > Workspace Name > Reimbursement > Direct > Enable Global Reimbursements**.
+
+More information on setting up global reimbursements can be found **[here](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Global-Reimbursements)**. 
+
+{% include faq-begin.md %}
+
+## How do I export employee bank account details once the Reimbursement Details Export format is added to my account? 
+
+Employee bank account details can be exported from the Reports page by selecting the relevant Approved reports and then clicking **Export to > Reimbursement Details Export**.
+
+## Is it possible to change the name of a verified business bank account in Expensify? 
+
+Bank account names can be updated by going to _**Settings > Accounts > Payments**_ and clicking the pencil icon next to the bank account name. 
+
+## What is the benefit of setting a default reimburser?
+
+Setting a default reimburser on the Workspace ensures that all outstanding reports are reimbursed as this member will receive notifications alerting them to reports that require their action.
+{% include faq-end.md %}

docs/redirects.csv

@@ -221,3 +221,4 @@ https://help.expensify.com/articles/expensify-classic/workspaces/tax-tracking,ht
 https://help.expensify.com/articles/expensify-classic/copilots-and-delegates/Approval-Workflows,https://help.expensify.com/articles/expensify-classic/reports/Assign-report-approvers-to-specific-employees
 https://help.expensify.com/articles/expensify-classic/settings/Notification-Troubleshooting,https://help.expensify.com/articles/expensify-classic/settings/account-settings/Set-Notifications
 https://help.expensify.com/articles/new-expensify/expenses/Validate-a-Business-Bank-Account,https://help.expensify.com/articles/new-expensify/expenses-&-payments/Validate-a-Business-Bank-Account
+https://help.expensify.com/articles/expensify-classic/workspaces/Reimbursement,https://help.expensify.com/articles/expensify-classic/workspaces/Configure-Reimbursement-Settings