diff --git a/docs/articles/expensify-classic/account-settings/Account-Details.md b/docs/articles/expensify-classic/account-settings/Account-Details.md index bc4b94bf8a51..535e74eeb701 100644 --- a/docs/articles/expensify-classic/account-settings/Account-Details.md +++ b/docs/articles/expensify-classic/account-settings/Account-Details.md @@ -60,10 +60,12 @@ Is your Secondary Login (personal email) invalidated in your company account? If 4. Head to your personal email account and follow the prompts 5. You'll receive a link in the email to click that will unlink the two accounts -# FAQ +{% include faq-begin.md %} ## The profile picture on my account updated automatically. Why did this happen? Our focus is always on making your experience user-friendly and saving you valuable time. One of the ways we achieve this is by utilizing a public API to retrieve public data linked to your email address. This tool searches for public accounts or profiles associated with your email address, such as on LinkedIn. When it identifies one, it pulls in the uploaded profile picture and name to Expensify. While this automated process is generally accurate, there may be instances where it's not entirely correct. If this happens, we apologize for any inconvenience caused. The good news is that rectifying such situations is a straightforward process. You can quickly update your information manually by following the directions provided above, ensuring your data is accurate and up to date in no time. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/account-settings/Close-Account.md b/docs/articles/expensify-classic/account-settings/Close-Account.md index c25c22de9704..9b1e886fc94a 100644 --- a/docs/articles/expensify-classic/account-settings/Close-Account.md +++ b/docs/articles/expensify-classic/account-settings/Close-Account.md @@ -114,10 +114,12 @@ Here's how to do it: By following these steps, you can easily verify your email or phone number and close an unwanted Expensify account. -# FAQ +{% include faq-begin.md %} ## What should I do if I'm not directed to my account when clicking the validate option from my phone or email? It's possible your browser has blocked this, either because of some existing cache or extension. In this case, you should follow the Reset Password flow to reset the password and manually gain access with the new password, along with your email address. ## Why don't I see the Close Account option? It's possible your account is on a managed company domain. In this case, only the admins from that company can close it. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/account-settings/Copilot.md b/docs/articles/expensify-classic/account-settings/Copilot.md index 4fac402b7ced..31bc0eff60e6 100644 --- a/docs/articles/expensify-classic/account-settings/Copilot.md +++ b/docs/articles/expensify-classic/account-settings/Copilot.md @@ -59,7 +59,7 @@ To ensure a receipt is routed to the Expensify account in which you are a copilo 3. Send -# FAQ +{% include faq-begin.md %} ## Can a Copilot's Secondary Login be used to forward receipts? Yes! A Copilot can use any of the email addresses tied to their account to forward receipts into the account of the person they're assisting. @@ -67,3 +67,5 @@ Yes! A Copilot can use any of the email addresses tied to their account to forwa No, only the original account holder can add another Copilot to the account. ## Is there a restriction on the number of Copilots I can have or the number of users for whom I can act as a Copilot? There is no limit! You can have as many Copilots as you like, and you can be a Copilot for as many users as you need. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/account-settings/Merge-Accounts.md b/docs/articles/expensify-classic/account-settings/Merge-Accounts.md index abb218c74118..34bf422aa983 100644 --- a/docs/articles/expensify-classic/account-settings/Merge-Accounts.md +++ b/docs/articles/expensify-classic/account-settings/Merge-Accounts.md @@ -19,7 +19,7 @@ Merging two accounts together is fairly straightforward. Let’s go over how to 8. Paste the code into the required field If you have any questions about this process, feel free to reach out to Concierge for some assistance! -# FAQ +{% include faq-begin.md %} ## Can you merge accounts from the mobile app? No, accounts can only be merged from the full website at expensify.com. ## Can I administratively merge two accounts together? @@ -34,3 +34,5 @@ Yes! Please see below: - If you have two accounts with two different verified domains, you cannot merge them together. ## What happens to my “personal” Individual workspace when merging accounts? The old “personal” Individual workspace is deleted. If you plan to submit reports under a different workspace in the future, ensure that any reports on the Individual workspace in the old account are marked as Open before merging the accounts. You can typically do this by selecting “Undo Submit” on any submitted reports. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/International-Reimbursements.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/International-Reimbursements.md index 7313c73ac6e6..5a5827149a4f 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/International-Reimbursements.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/International-Reimbursements.md @@ -75,7 +75,7 @@ Examples of additional requested information: - An authorization letter - An independently certified documentation such as shareholder agreement from a lawyer, notary, or public accountant if an individual owns more than 25% of the company -# FAQ +{% include faq-begin.md %} ## How many people can send reimbursements internationally? @@ -103,3 +103,4 @@ This is the person who will process international reimbursements. The authorized You can leave this form section blank since the “User” is Expensify. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/Personal-Credit-Cards.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/Personal-Credit-Cards.md index c41178b4aa7f..05149ebf868e 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/Personal-Credit-Cards.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/Personal-Credit-Cards.md @@ -59,7 +59,7 @@ Expenses can be imported as either reimbursable or non-reimbursable. Select the *Remove a card*: If you need to remove a card, you can select the red trash can icon. Please remember this will remove all unreported and un-submitted transactions from your account that are tied to this card, so be careful! -# FAQ +{% include faq-begin.md %} *Is the bank/credit card import option right for me?* If you incur expenses using your personal or business card and need to get them accounted for in your company’s accounting, then you might want to import your bank/credit card. Please note, if you have a company-assigned corporate card, check with your company's Expensify admin on how to handle these cards. Often, admins will take care of card assignments, and you won't need to import them yourself. @@ -74,3 +74,5 @@ If you aren't able to see the expenses imported when you click “View expenses *How do I remove an imported spreadsheet?* If you need to remove an imported spreadsheet, you can select the red trash can icon. Please remember this will remove all unreported and unsubmitted transactions from your account that are tied to this import, so be careful! + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Business-Bank-Accounts-AUD.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Business-Bank-Accounts-AUD.md index b59f68a65ce6..8c5ead911da4 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Business-Bank-Accounts-AUD.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Business-Bank-Accounts-AUD.md @@ -36,7 +36,7 @@ You can complete this process either via the web app (on a computer), or via the If you are new to using Batch Payments in Australia, to reimburse your staff or process payroll, you may want to check out these bank-specific instructions for how to upload your .aba file: - ANZ Bank - [Import a file for payroll payments](https://www.anz.com.au/support/internet-banking/pay-transfer-business/payroll/import-file/) -- CommBank - [Importing and using
 Direct Entry (EFT) files](https://www.commbank.com.au/business/pds/003-279-importing-a-de-file.pdf) +- CommBank - [Importing and using Direct Entry (EFT) files](https://www.commbank.com.au/business/pds/003-279-importing-a-de-file.pdf) - Westpac - [Importing Payment Files](https://www.westpac.com.au/business-banking/online-banking/support-faqs/import-files/) - NAB - [Quick Reference Guide - Upload a payment file](https://www.nab.com.au/business/online-banking/nab-connect/help) - Bendigo Bank - [Bulk payments user guide](https://www.bendigobank.com.au/globalassets/documents/business/bulk-payments-user-guide.pdf) diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Business-Bank-Accounts-USD.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Business-Bank-Accounts-USD.md index 2fbdac02e85c..4ae2c669561f 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Business-Bank-Accounts-USD.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Business-Bank-Accounts-USD.md @@ -127,7 +127,7 @@ If you get a generic error message that indicates, "Something's gone wrong", ple 8. If you have another phone available, try to follow these steps on that device If the issue persists, please contact your Account Manager or Concierge for further troubleshooting assistance. -# FAQ +{% include faq-begin.md %} ## What is a Beneficial Owner? A Beneficial Owner refers to an **individual** who owns 25% or more of the business. If no individual owns 25% or more of the business, the company does not have a Beneficial Owner. @@ -157,3 +157,5 @@ It's a good idea to wait till the end of that second business day. If you still Make sure to reach out to your Account Manager or to Concierge once you have done so and our team will be able to re-trigger those 3 transactions! + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/CSV-Import.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/CSV-Import.md index fc1e83701caf..fd50c245d568 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/CSV-Import.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/CSV-Import.md @@ -93,9 +93,11 @@ Then, try to upload the revised spreadsheet again: 3. Check the row count again on the Output Preview to confirm it matches the spreadsheet 4. Click **Submit Spreadsheet** -# FAQ +{% include faq-begin.md %} ## Why can't I see my CSV transactions immediately after uploading them? Don't worry! You'll typically need to wait 1-2 minutes after clicking **I understand, I'll wait!** ## I'm trying to import a credit. Why isn't it uploading? Negative expenses shouldn't include a minus sign. Instead, they should just be wrapped in parentheses. For example, to indicate "-335.98," you'll want to make sure it's formatted as "(335.98)." + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Commercial-Card-Feeds.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Commercial-Card-Feeds.md index a60c1ab7831a..f46c1a1442c2 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Commercial-Card-Feeds.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Commercial-Card-Feeds.md @@ -99,7 +99,7 @@ To completely remove the card connection, unassign every card from the list and Note: If expenses are Processing and then rejected, they will also be deleted when they're returned to an Open state as the card they're linked to no longer exists. -# FAQ +{% include faq-begin.md %} ## My Commercial Card feed is set up. Why is a specific card not coming up when I try to assign it to an employee? Cards will appear in the drop-down when activated and have at least one posted transaction. If the card is activated and has been used for a while and you're still not seeing it, please reach out to your Account Manager or message concierge@expensify.com for further assistance. @@ -124,3 +124,5 @@ If your company uses a Commercial Card program that isn’t with one of our Appr - Stripe - Brex + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Company-Card-Settings.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Company-Card-Settings.md index fa5879d85ea8..bc9801060223 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Company-Card-Settings.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Company-Card-Settings.md @@ -84,8 +84,10 @@ Expensify eReceipts serve as digital substitutes for paper receipts in your purc To ensure seamless automatic importation, it's essential to maintain your transactions in US Dollars. Additionally, eReceipts can be directly imported from your bank account. Please be aware that CSV/OFX imported files of bank transactions do not support eReceipts. It's important to note that eReceipts are not generated for lodging expenses. Moreover, due to incomplete or inaccurate category information from certain banks, there may be instances of invalid eReceipts being generated for hotel purchases. If you choose to re-categorize expenses, a similar situation may arise. It's crucial to remember that our Expensify eReceipt Guarantee excludes coverage for hotel and motel expenses. -# FAQ +{% include faq-begin.md %} ## What plan/subscription is required in order to manage corporate cards? Group Policy (Collect or Control plan only) ## When do my company card transactions import to Expensify? Credit card transactions are imported to Expensify once they’re posted to the bank account. This usually takes 1-3 business days between the point of purchase and when the transactions populate in your account. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Connect-ANZ.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Connect-ANZ.md index 59104ce36a41..9844622f8539 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Connect-ANZ.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Connect-ANZ.md @@ -24,7 +24,7 @@ Importing your ANZ Visa into Expensify will allow your card transactions to flow 4. Once you’ve filled out and submitted your Internet Banking data authority form or ANZ Direct Online authority form, ANZ will set up the feed and send all the details directly to Expensify. 5. Then, we’ll add the card feed to your Expensify account and send you a message to let you know that it has been set up. We'll also include some webinar training resources to ensure you have all the information you need! -# FAQ +{% include faq-begin.md %} ## Are there discounts available for ANZ customers? As ANZ’s preferred receipt tracking and expense management partner, Expensify offers ANZ business customers a few special perks: @@ -44,3 +44,5 @@ After the free trial, you’ll get preferred pricing at 50% off the current rate ## Do I need to sign up for a specific period in order to receive the discount? There is no obligation to sign up for a certain period to receive the discount. After your free trial, the 50% discount for the first 12 months, will be applied automatically to your account. After the initial 12 months, the 15% discount will also be applied automatically. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Direct-Bank-Connections.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Direct-Bank-Connections.md index 372edd8f14ec..c9720177a8fc 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Direct-Bank-Connections.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Direct-Bank-Connections.md @@ -72,7 +72,7 @@ If you need to connect a separate card program from the same bank (that's access To fix this, you would need to contact your bank and request to combine all of your cards under a single set of login credentials. That way, you can connect all of your cards from that bank to Expensify using a single set of login credentials. -# FAQ +{% include faq-begin.md %} ## How can I connect and manage my company’s cards centrally if I’m not a domain admin? If you cannot access Domains, you must request Domain Admin access to an existing Domain Admin (usually the workspace owner). @@ -112,3 +112,5 @@ If you've answered "yes" to any of these questions, you'll need to update this i A Domain Admin can fix the connection by heading to **Settings > Domains > _Domain Name_ > Company Cards > Fix**. You will be prompted to enter the new credentials/updated information, and this should reestablish the connection. If you are still experiencing issues with the card connection, please search for company card troubleshooting or contact Expensify Support for help. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Reconciliation.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Reconciliation.md index d6de2ca66ade..2cb684a2240b 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Reconciliation.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Reconciliation.md @@ -51,7 +51,7 @@ If there are still unapproved expenses when you want to close your books for the - Match Approved Total to Company Card Liability account in your accounting system. - Unapproved Total becomes the Accrual amount (provided the first two amounts are correct). -# FAQ +{% include faq-begin.md %} ## Who can view and access the Reconciliation tab? @@ -67,3 +67,5 @@ If a cardholder reports expenses as missing, we first recommend using the Reconc If after updating, the expense still hasn’t appeared, you should reach out to Concierge with the missing expense specifics (merchant, date, amount and last four digits of the card number). Please note, only posted transactions will import. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/deposit-accounts/Deposit-Accounts-USD.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/deposit-accounts/Deposit-Accounts-USD.md index a4ff7503f7bb..0bc5cb0ad955 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/deposit-accounts/Deposit-Accounts-USD.md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/deposit-accounts/Deposit-Accounts-USD.md @@ -56,7 +56,7 @@ You should be all set! The bank account will display as a deposit-only business 1. Navigate to **Settings > Account > Payments > Bank Accounts** 2. Click the **Delete** next to the bank account you want to remove -# FAQ +{% include faq-begin.md %} ## **What happens if my bank requires an additional security check before adding it to a third-party?** @@ -73,3 +73,5 @@ There are a few reasons a reimbursement may be unsuccessful. The first step is t - Your account wasn’t set up for Direct Deposit/ACH. You may want to contact your bank to confirm. If you aren’t sure, please reach out to Concierge and we can assist! + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/billing-and-subscriptions/Billing-Overview.md b/docs/articles/expensify-classic/billing-and-subscriptions/Billing-Overview.md index 30a507a1f9df..09dd4de2867b 100644 --- a/docs/articles/expensify-classic/billing-and-subscriptions/Billing-Overview.md +++ b/docs/articles/expensify-classic/billing-and-subscriptions/Billing-Overview.md @@ -26,7 +26,7 @@ If at least 50% of your approved USD spend in a given month is on your company Additionally, every month, you receive 1% cash back on all Expensify Card purchases, and 2% if the spend across your Expensify Cards is $250k or more. Any cash back from the Expensify Card is first applied to your Expensify bill, further reducing your price per member. Any leftover cash back is deposited directly into your connected bank account. ## Savings calculator To see how much money you can save (and even earn!) by using the Expensify Card, check out our [savings calculator](https://use.expensify.com/price-savings-calculator). Just enter a few details and see how much you’ll save! -# FAQ +{% include faq-begin.md %} ## What if we put less than 50% of our total spend on the Expensify Card? If you put less than 50% of your total USD spend on your Expensify Card, your bill gets discounted on a sliding scale based on the percentage of use. So if you don't use the Expensify Card at all, you'll be charged the full rate for each member based on your plan and subscription. Example: @@ -36,3 +36,5 @@ Example: You save 70% on the price per member on your bill for that month. Note: USD spend refers to approved USD transactions on the Expensify Card in any given month, compared to all approved USD spend on workspaces in that same month. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/billing-and-subscriptions/Billing-Owner.md b/docs/articles/expensify-classic/billing-and-subscriptions/Billing-Owner.md index 4fd7ef71c2e7..49a369c3cb51 100644 --- a/docs/articles/expensify-classic/billing-and-subscriptions/Billing-Owner.md +++ b/docs/articles/expensify-classic/billing-and-subscriptions/Billing-Owner.md @@ -38,7 +38,7 @@ To take over billing for the entire domain, you must: 1. Go to **Settings > Domains > _Domain Name_ > Domain Admins** and enable Consolidated Domain Billing. Currently, Consolidated Domain Billing simply consolidates the amounts due for each Group Workspace Billing Owner (listed on the **Settings > Workspaces > Group** page). If you want to use the Annual Subscription across all Workspaces on the domain, you must also be the Billing Owner of all Group Workspaces. -# FAQ +{% include faq-begin.md %} ## Why can't I see the option to take over billing? There could be two reasons: 1. You may not have the role of Workspace Admin. If you can't click on the Workspace name (if it's not a blue hyperlink), you're not a Workspace Admin. Another Workspace Admin for that Workspace must change your role before you can proceed. @@ -47,3 +47,5 @@ There could be two reasons: There are two ways to resolve this: 1. Have your IT dept. gain access to the account so that you can make yourself an admin. Your IT department may need to recreate the ex-employee's email address. Once your IT department has access to the employee's Home page, you can request a magic link to be sent to that email address to gain access to the account. 1. Have another admin make you a Workspace admin. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/billing-and-subscriptions/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/billing-and-subscriptions/Change-Plan-Or-Subscription.md index f01bb963bacf..1e631a53b0b3 100644 --- a/docs/articles/expensify-classic/billing-and-subscriptions/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/billing-and-subscriptions/Change-Plan-Or-Subscription.md @@ -76,9 +76,11 @@ Note: Refunds apply to Collect or Control Group Workspaces with one month of bil Once you’ve successfully downgraded to a free Expensify account, your Workspace will be deleted and you will see a refund line item added to your Billing History. -# FAQ +{% include faq-begin.md %} ## Will I be charged for a monthly subscription even if I don't use SmartScans? Yes, the Monthly Subscription is prepaid and not based on activity, so you'll be charged regardless of usage. ## I'm on a group policy; do I need the monthly subscription too? Probably not. Group policy members already have unlimited SmartScans, so there's usually no need to buy the subscription. However, you can use it for personal use if you leave your company's Workspace. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/billing-and-subscriptions/Consolidated-Domain-Billing.md b/docs/articles/expensify-classic/billing-and-subscriptions/Consolidated-Domain-Billing.md index 35f6a428e0af..2e829c0785d3 100644 --- a/docs/articles/expensify-classic/billing-and-subscriptions/Consolidated-Domain-Billing.md +++ b/docs/articles/expensify-classic/billing-and-subscriptions/Consolidated-Domain-Billing.md @@ -16,8 +16,10 @@ When a Domain Admin enables Consolidated Domain Billing, all Group workspaces ow If you don’t have multiple billing owners across your organization, or if you want to keep billing separate for any reason, then this feature isn’t necessary. If you have an Annual Subscription and enable Consolidated Domain Billing, the Consolidated Domain Billing feature will gather the amounts due for each Group workspace Billing Owner (listed under **Settings > Workspaces > Group**). To make full use of the Annual Subscription for all workspaces in your domain, you should also be the billing owner for all Group workspaces. -# FAQ +{% include faq-begin.md %} ## How do I take over the billing of a workspace with Consolidated Domain Billing enabled? You’ll have to toggle off Consolidated Domain Billing, take over ownership of the workspace, and then toggle it back on. ## Can I use Consolidated Domain Billing to cover the bill for some workspaces, but not others? No, this feature means that you’ll be paying the bill for all domain members who choose a subscription. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/billing-and-subscriptions/Free-Trial.md b/docs/articles/expensify-classic/billing-and-subscriptions/Free-Trial.md index 4f660588d432..e6d8f2fedb73 100644 --- a/docs/articles/expensify-classic/billing-and-subscriptions/Free-Trial.md +++ b/docs/articles/expensify-classic/billing-and-subscriptions/Free-Trial.md @@ -31,7 +31,7 @@ To access these extra free weeks, all you need to do is complete the tasks on yo - Establish a connection between Expensify and your accounting system from the outset. By doing this early, you can start testing Expensify comprehensively from end to end. -# FAQ +{% include faq-begin.md %} ## What happens when my Free Trial ends? If you’ve already added a billing card to Expensify, you will automatically start your organization’s Expensify subscription after your Free Trial ends. At the beginning of the following month, we'll bill the card you have on file for your subscription, adjusting the charge to exclude the Free Trial period. If your Free Trial concludes without a billing card on file, you will see a notification on your Home page saying, 'Your Free Trial has expired.' @@ -42,3 +42,5 @@ If you continue without adding a billing card, you will be granted a five-day gr If you’d like to downgrade to an individual account after your Free Trial has ended, you will need to delete any Group Workspace that you have created. This action will remove the Workspaces, subscription, and any amount owed. You can do this in one of two ways from the Expensify web app: - Select the “Downgrade” option on the billing card task on your Home page. - Go to **Settings > Workspaces > [Workspace name]**, then click the gear button next to the Workspace and select Delete. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/billing-and-subscriptions/Individual-Subscription.md b/docs/articles/expensify-classic/billing-and-subscriptions/Individual-Subscription.md index aa08340dd7a6..1d952cb15b1c 100644 --- a/docs/articles/expensify-classic/billing-and-subscriptions/Individual-Subscription.md +++ b/docs/articles/expensify-classic/billing-and-subscriptions/Individual-Subscription.md @@ -48,7 +48,7 @@ After purchasing the subscription from the App Store, remember to sync your app The subscription renewal date is the same as the purchase date. For instance, if you sign up for the subscription on September 7th, it will renew automatically on October 7th. You can cancel your subscription anytime during the month if you no longer need unlimited SmartScans. If you do cancel, keep in mind that your subscription (and your ability to SmartScan) will continue until the last day of the billing cycle. -# FAQ +{% include faq-begin.md %} ## Can I use an Individual Subscription while on a Collect or Control Plan? You can! If you want to track expenses separately from your organization’s Workspace, you can sign up for an Individual Subscription. However, only Submit and Track Workspace plans are available when on an Individual Subscription. Collect and Control Workspace plans require an annual or pay-per-use subscription. For more information, visit expensify.com/pricing. @@ -65,3 +65,5 @@ Your subscription is a pre-purchase for 30 days of unlimited SmartScanning. This ## How can I cancel my subscription from the iOS app? If you signed up for the Monthly Subscription via iOS and your iTunes account, you will need to log into iTunes and locate the subscription there in order to cancel it. The ability to cancel an Expensify subscription started via iOS is strictly limited to your iTunes account. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/billing-and-subscriptions/Pay-Per-Use-Subscription.md b/docs/articles/expensify-classic/billing-and-subscriptions/Pay-Per-Use-Subscription.md index 2133e8c7da46..326ce7fe33ab 100644 --- a/docs/articles/expensify-classic/billing-and-subscriptions/Pay-Per-Use-Subscription.md +++ b/docs/articles/expensify-classic/billing-and-subscriptions/Pay-Per-Use-Subscription.md @@ -11,7 +11,7 @@ Pay-per-use is a billing option for people who prefer to use Expensify month to 1. Create a Group Workspace if you haven’t already by going to **Settings > Workspaces > Group > New Workspace** 2. Once you’ve created your Workspace, under the “Subscription” section on the Group Workspace page, select “Pay-per-use”. -# FAQ +{% include faq-begin.md %} ## What is considered an active user? An active user is anyone who chats, creates, modifies, submits, approves, reimburses, or exports a report in Expensify. This includes actions taken by a Copilot and Workspace automation (such as Scheduled Submit and automated reimbursement). If no one on your Group Workspace uses Expensify in a given month, you will not be billed for that month. @@ -26,4 +26,4 @@ If you expect to have an increased number of users for more than 3 out of 12 mon ## Will billing only be in USD currency? While USD is the default billing currency, we also have GBP, AUD, and NZD billing currencies. You can see the rates on our [pricing](https://www.expensify.com/pricing) page. - +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/billing-and-subscriptions/Tax-Exempt.md b/docs/articles/expensify-classic/billing-and-subscriptions/Tax-Exempt.md index 33fbec003a91..92c92e4e3a44 100644 --- a/docs/articles/expensify-classic/billing-and-subscriptions/Tax-Exempt.md +++ b/docs/articles/expensify-classic/billing-and-subscriptions/Tax-Exempt.md @@ -15,6 +15,8 @@ Once your account is marked as tax-exempt, the corresponding state tax will no l If you need to remove your tax-exempt status, let your Account Manager know or contact Concierge. -# FAQ +{% include faq-begin.md %} ## What happens to my past Expensify bills that incorrectly had tax added to them? Expensify can provide a refund for the tax you were charged on your previous bills. Please let your Account Manager know or contact Concierge if this is the case. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expense-and-report-features/Attendee-Tracking.md b/docs/articles/expensify-classic/expense-and-report-features/Attendee-Tracking.md index 7f3d83af1e6e..a0bd2c442dbb 100644 --- a/docs/articles/expensify-classic/expense-and-report-features/Attendee-Tracking.md +++ b/docs/articles/expensify-classic/expense-and-report-features/Attendee-Tracking.md @@ -20,7 +20,7 @@ Every expense has an Attendees field and will list the expense creator’s name ![image of an expense with attendee tracking]({{site.url}}/assets/images/attendee-tracking.png){:width="100%"} -# FAQ +{% include faq-begin.md %} ## Can I turn off attendee tracking? Attendee tracking is a standard field on all expenses and cannot be turned off. @@ -49,3 +49,4 @@ There is no limit. ## How can I remove attendees from an expense? You can add or remove attendees from an expense as long as they are on a Draft report. Expenses on submitted reports cannot be edited, so you cannot remove attendees from these. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expense-and-report-features/Currency.md b/docs/articles/expensify-classic/expense-and-report-features/Currency.md index eb6ca9bb2d40..77b5fbbb3ebc 100644 --- a/docs/articles/expensify-classic/expense-and-report-features/Currency.md +++ b/docs/articles/expensify-classic/expense-and-report-features/Currency.md @@ -46,7 +46,7 @@ Then, set the default currency for that workspace to match the currency in which For example, if you have employees in the US, France, Japan, and India, you’d want to create four separate workspaces, add the employees to each, and then set the corresponding currency for each workspace. -# FAQ +{% include faq-begin.md %} ## I have expenses in several different currencies. How will this show up on a report? @@ -60,5 +60,4 @@ Expenses entered in a foreign currency are automatically converted to the defaul If you want to bypass the exchange rate conversion, you can manually enter an expense in your default currency instead. - - +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expense-and-report-features/Expense-Rules.md b/docs/articles/expensify-classic/expense-and-report-features/Expense-Rules.md index ae6a9ca77db1..295aa8d00cc9 100644 --- a/docs/articles/expensify-classic/expense-and-report-features/Expense-Rules.md +++ b/docs/articles/expensify-classic/expense-and-report-features/Expense-Rules.md @@ -45,11 +45,11 @@ In general, your expense rules will be applied in order, from **top to bottom**, 4. If you belong to a workspace that is tied to an accounting integration, the configuration settings for this connection may update your expense details upon export, even if the expense rules were successfully applied to the expense. -# FAQ +{% include faq-begin.md %} ## How can I use Expense Rules to vendor match when exporting to an accounting package? When exporting non-reimbursable expenses to your connected accounting package, the payee field will list "Credit Card Misc." if the merchant name on the expense in Expensify is not an exact match to a vendor in the accounting package. When an exact match is unavailable, "Credit Card Misc." prevents multiple variations of the same vendor (e.g., Starbucks and Starbucks #1234, as is often seen in credit card statements) from being created in your accounting package. For repeated expenses, the best practice is to use Expense Rules, which will automatically update the merchant name without having to do it manually each time. This only works for connections to QuickBooks Online, Desktop, and Xero. Vendor matching cannot be performed in this manner for NetSuite or Sage Intacct due to limitations in the API of the accounting package. - +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expense-and-report-features/Expense-Types.md b/docs/articles/expensify-classic/expense-and-report-features/Expense-Types.md index 795a895e81f0..9d19dbb4f9ba 100644 --- a/docs/articles/expensify-classic/expense-and-report-features/Expense-Types.md +++ b/docs/articles/expensify-classic/expense-and-report-features/Expense-Types.md @@ -26,7 +26,7 @@ Each report will show the total amount for all expenses in the upper right. Unde - **Time Expenses:** Employees or jobs are billed based on an hourly rate that you can set within Expensify. - **Distance Expenses:** These expenses are related to travel for work. -# FAQ +{% include faq-begin.md %} ## What’s the difference between a receipt, an expense, and a report attachment? @@ -40,3 +40,5 @@ In Expensify, a credit is displayed as an expense with a minus (ex. -$1.00) in f If a report includes a credit or a refund expense, it will offset the total amount on the report. For example, the report has two reimbursable expenses, $400 and $500. The total Reimbursable is $900. Conversely, a -$400 and $500 will be a total Reimbursable amount of $500 + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expense-and-report-features/Report-Audit-Log-and-Comments.md b/docs/articles/expensify-classic/expense-and-report-features/Report-Audit-Log-and-Comments.md index 229ca4ec1fe4..04183608e3d1 100644 --- a/docs/articles/expensify-classic/expense-and-report-features/Report-Audit-Log-and-Comments.md +++ b/docs/articles/expensify-classic/expense-and-report-features/Report-Audit-Log-and-Comments.md @@ -49,7 +49,7 @@ Report comments initially trigger a mobile app notification to report participan Comments can be formatted with bold, italics, or strikethrough using basic Markdown formatting. You can also add receipts and supporting documents to a report by clicking the paperclip icon on the right side of the comment field. -# FAQ +{% include faq-begin.md %} ## Why don’t some timestamps in Expensify match up with what’s shown in the report audit log? @@ -58,3 +58,5 @@ While the audit log is localized to your own timezone, some other features in Ex ## Is commenting on a report a billable action? Yes. If you comment on a report, you become a billable actor for the current month. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expense-and-report-features/The-Expenses-Page.md b/docs/articles/expensify-classic/expense-and-report-features/The-Expenses-Page.md index 5431355dd790..57a7f7de298c 100644 --- a/docs/articles/expensify-classic/expense-and-report-features/The-Expenses-Page.md +++ b/docs/articles/expensify-classic/expense-and-report-features/The-Expenses-Page.md @@ -55,7 +55,7 @@ Select the expenses you want to export by checking the box to the left of each e Then, click **Export To** in the upper right corner of the page, and choose our default CSV format or create your own custom CSV template. -# FAQ +{% include faq-begin.md %} ## Can I use the filters and analytics features on the mobile app? The various features on the Expenses Page are only available while logged into your web account. @@ -71,3 +71,4 @@ We have more about company card expense reconciliation in this [support article] ## Can I edit multiple expenses at once? Yes! Select the expenses you want to edit and click **Edit Multiple**. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expense-and-report-features/The-Reports-Page.md b/docs/articles/expensify-classic/expense-and-report-features/The-Reports-Page.md index ff9e2105ffac..9c55cd9b4b8d 100644 --- a/docs/articles/expensify-classic/expense-and-report-features/The-Reports-Page.md +++ b/docs/articles/expensify-classic/expense-and-report-features/The-Reports-Page.md @@ -31,7 +31,7 @@ To export a report to a CSV file, follow these steps on the Reports page: 2. Navigate to the upper right corner of the page and click the "Export to" button. 3. From the drop-down options that appear, select your preferred export format. -# FAQ +{% include faq-begin.md %} ## What does it mean if the integration icon for a report is grayed out? If the integration icon for a report appears grayed out, the report has yet to be fully exported. To address this, consider these options: @@ -41,3 +41,4 @@ To address this, consider these options: ## How can I see a specific expense on a report? To locate a specific expense within a report, click on the Report from the Reports page and then click on an expense to view the expense details. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expensify-card/Admin-Card-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Admin-Card-Settings-and-Features.md index 1bfa5590efbc..16e628acbeee 100644 --- a/docs/articles/expensify-classic/expensify-card/Admin-Card-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Admin-Card-Settings-and-Features.md @@ -148,7 +148,7 @@ Here are some reasons an Expensify Card transaction might be declined: 5. The merchant is located in a restricted country - Some countries may be off-limits for transactions. If a merchant or their headquarters (billing address) are physically located in one of these countries, Expensify Card purchases will be declined. This list may change at any time, so be sure to check back frequently: Belarus, Burundi, Cambodia, Central African Republic, Democratic Republic of the Congo, Cuba, Iran, Iraq, North Korea, Lebanon, Libya, Russia, Somalia, South Sudan, Syrian Arab Republic, Tanzania, Ukraine, Venezuela, Yemen, and Zimbabwe. -# FAQ +{% include faq-begin.md %} ## What happens when I reject an Expensify Card expense? Rejecting an Expensify Card expense from an Expensify report will simply allow it to be reported on a different report. @@ -170,3 +170,5 @@ If a transaction is pending and has a receipt attached (excluding eReceipts), a - Partial refunds: If a transaction is pending, a partial refund will reduce the amount of the transaction. - If a transaction is posted, a partial refund will create a negative transaction for the refund amount. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expensify-card/Auto-Reconciliation.md b/docs/articles/expensify-classic/expensify-card/Auto-Reconciliation.md index b39119ffa4df..73b6c9106e4e 100644 --- a/docs/articles/expensify-classic/expensify-card/Auto-Reconciliation.md +++ b/docs/articles/expensify-classic/expensify-card/Auto-Reconciliation.md @@ -168,7 +168,7 @@ If Auto-Reconciliation is disabled for your company's Expensify Cards, a Domain 2. Each time a monthly settlement occurs, Expensify calculates the total purchase amount since the last settlement and creates a Journal Entry. This entry credits the settlement bank account (GL Account) and debits the Expensify Liability Account in Intacct. 3. As expenses are approved and exported to Intacct, Expensify credits the Liability Account and debits the appropriate expense categories. -# FAQ +{% include faq-begin.md %} ## What are the timeframes for auto-reconciliation in Expensify? We offer either daily or monthly auto-reconciliation: @@ -209,3 +209,5 @@ To address this, please follow these steps: 2. Go to the General Ledger (GL) account where your daily Expensify Card settlement withdrawals are recorded, and locate entries for the dates identified in Step 1. 3. Adjust each settlement entry so that it now posts to the Clearing Account. 4. Create a Journal Entry or Receive Money Transaction to clear the balance in the Liability Account using the funds currently held in the Clearing Account, which was set up in Step 2. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index 3cb05cb136f6..f24ed57dc655 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -76,9 +76,11 @@ There was suspicious activity - If the spending looks suspicious, we may complete a manual due diligence check, and our team will do this as quickly as possible - your cards will all be locked while this happens. - The merchant is located in a restricted country -# FAQ +{% include faq-begin.md %} ## Can I use Smart Limits with a free Expensify account? If you're on the Free plan, you won't have the option to use Smart Limits. Your card limit will simply reset at the end of each calendar month. ## I still haven't received my Expensify Card. What should I do? For more information on why your card hasn't arrived, you can check out this resource on [Requesting a Card](https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Card#what-if-i-havent-received-my-card-after-multiple-weeks). + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expensify-card/Dispute-A-Transaction.md b/docs/articles/expensify-classic/expensify-card/Dispute-A-Transaction.md index 12dad0c7084d..caf540152063 100644 --- a/docs/articles/expensify-classic/expensify-card/Dispute-A-Transaction.md +++ b/docs/articles/expensify-classic/expensify-card/Dispute-A-Transaction.md @@ -46,7 +46,7 @@ To ensure the dispute process goes smoothly, please: - If you recognize the merchant but not the charge, and you've transacted with them before, contact the merchant directly, as it may be a non-fraudulent error. - Include supporting documentation like receipts or cancellation confirmations when submitting your dispute to enhance the likelihood of a favorable resolution. -# FAQ +{% include faq-begin.md %} ## **How am I protected from fraud using the Expensify Card?** Real-time push notifications alert you of every card charge upfront, helping identify potential issues immediately. Expensify also leverages sophisticated algorithms to detect and/or block unusual card activity. @@ -59,3 +59,4 @@ The dispute process can take a few days to a few months. It depends on the type ## **Can I cancel a dispute?** Contact Concierge if you've filed a dispute and want to cancel it. You might do this if you recognize a previously reported unauthorized charge or if the merchant has already resolved the issue. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expensify-card/Request-the-Card.md b/docs/articles/expensify-classic/expensify-card/Request-the-Card.md index ca0e7b4709b2..9940535e1fad 100644 --- a/docs/articles/expensify-classic/expensify-card/Request-the-Card.md +++ b/docs/articles/expensify-classic/expensify-card/Request-the-Card.md @@ -38,7 +38,7 @@ If you need to cancel your Expensify Card and cannot access the website or mobil It's not possible to order a replacement card over the phone, so, if applicable, you would need to handle this step from your Expensify account. -# FAQ +{% include faq-begin.md %} ## What if I haven’t received my card after multiple weeks? @@ -47,3 +47,5 @@ Reach out to support, and we can locate a tracking number for the card. If the c ## I’m self-employed. Can I set up the Expensify Card as an individual? Yep! As long as you have a business bank account and have registered your company with the IRS, you are eligible to use the Expensify Card as an individual business owner. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expensify-card/Set-Up-the-Card-for-Your-Company.md b/docs/articles/expensify-classic/expensify-card/Set-Up-the-Card-for-Your-Company.md index e0ef1f3f00fe..464f2129d800 100644 --- a/docs/articles/expensify-classic/expensify-card/Set-Up-the-Card-for-Your-Company.md +++ b/docs/articles/expensify-classic/expensify-card/Set-Up-the-Card-for-Your-Company.md @@ -46,7 +46,7 @@ If you have a validated domain, you can set a limit for multiple members by sett The Company Cards page will act as a hub to view all employees who have been issued a card and where you can view and edit the individual card limits. You’ll also be able to see anyone who has requested a card but doesn’t have one yet. -# FAQ +{% include faq-begin.md %} ## Are there foreign transaction fees? @@ -65,3 +65,5 @@ The Expensify Card is a free corporate card, and no fees are associated with it. As long as the verified bank account used to apply for the Expensify Card is a US bank account, your cardholders can be anywhere in the world. Otherwise, the Expensify Card is not available for customers using non-US banks. With that said, launching international support is a top priority for us. Let us know if you’re interested in contacting support, and we’ll reach out as soon as the Expensify Card is available outside the United States. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 750a1fc10e77..86dbfe5d0720 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -63,7 +63,7 @@ Using client IDs for Optimized Billing in Expensify: A unique identifier feature - Using client IDs for all Workspaces: It's beneficial to use client IDs for all Workspaces to ensure each one is easily recognizable. - Benefits of itemized billing receipts: Employing client IDs offers itemized billing by client, with each itemization detailing unique active users. -# FAQ +{% include faq-begin.md %} **Do I automatically get the special billing rate as an ExpensifyApproved! Partner?** - Yes, when you join the ExpensifyApproved! program, you will automatically get the special billing rate. To join the ExpensifyApproved! Program, you need to enroll in ExpensifyApproved! University. @@ -85,3 +85,5 @@ Using client IDs for Optimized Billing in Expensify: A unique identifier feature **Where can I see the Billing Receipts?** - All billing owners receive an emailed PDF of their monthly billing receipt, but a CSV version can also be downloaded from the platform. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/get-paid-back/Per-Diem-Expenses.md b/docs/articles/expensify-classic/get-paid-back/Per-Diem-Expenses.md index 1b537839af77..e7a43c1d1d61 100644 --- a/docs/articles/expensify-classic/get-paid-back/Per-Diem-Expenses.md +++ b/docs/articles/expensify-classic/get-paid-back/Per-Diem-Expenses.md @@ -29,7 +29,7 @@ You can include meal deductions or overnight lodging costs if your jurisdiction ### Step 6: Submit for Approval Finally, submit your Per Diem expense for approval, and you'll be on your way to getting reimbursed! -# FAQ +{% include faq-begin.md %} ## Can I edit my per diem expenses? Per Diems cannot be amended. To make changes, delete the expense and recreate it as needed. @@ -43,3 +43,5 @@ Reach out to your internal Admin team, as they've configured the rates in your p ## Can I add start and end times to per diems? Unfortunately, you cannot add start and end times to Per Diems in Expensify. By following these steps, you can efficiently create and manage your Per Diem expenses in Expensify, making the process of tracking and getting reimbursed hassle-free. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/get-paid-back/Referral-Program.md b/docs/articles/expensify-classic/get-paid-back/Referral-Program.md index b4a2b4a7de74..4cc646c613a1 100644 --- a/docs/articles/expensify-classic/get-paid-back/Referral-Program.md +++ b/docs/articles/expensify-classic/get-paid-back/Referral-Program.md @@ -25,7 +25,7 @@ The best way to start is to submit any receipt to your manager (you'll get paid Referral rewards for the Spring/Summer 2023 campaign will be paid by direct deposit. -# FAQ +{% include faq-begin.md %} - **How will I know if I am the first person to refer a company to Expensify?** @@ -52,3 +52,5 @@ Please send a message to concierge@expensify.com with the billing owner of the c Expensify members who are opted-in for our newsletters will have received an email containing their unique referral link. On the mobile app, go to **Settings** > **Invite a Friend** > **Share Invite Link** to retrieve your referral link. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/get-paid-back/Trips.md b/docs/articles/expensify-classic/get-paid-back/Trips.md index a65a8bfb8eec..ccfbe1592291 100644 --- a/docs/articles/expensify-classic/get-paid-back/Trips.md +++ b/docs/articles/expensify-classic/get-paid-back/Trips.md @@ -28,10 +28,12 @@ To view details about your past or upcoming trips, follow these steps within the 2. Navigate to the "Menu" option (top left ≡ icon) 3. Select **Trips** -# FAQ +{% include faq-begin.md %} ## How do I capture Trip receipts sent to my personal email address? If you received your receipt in an email that is not associated with your Expensify account, you can add this email as a [secondary login](https://help.expensify.com/articles/expensify-classic/account-settings/Account-Details#how-to-add-a-secondary-login) to directly forward the receipt into your account. ## How do I upload Trip receipts that were not sent to me by email? If your trip receipt was not sent to you by email, you can manually upload the receipt to your account. Check out this resource for more information on [manually uploading receipts](https://help.expensify.com/articles/expensify-classic/get-paid-back/expenses/Upload-Receipts#manually-upload). + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md b/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md index b5f5ec8be048..c89176bcc0e8 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md @@ -19,7 +19,7 @@ There may be multiple tax rates set up within your Workspace, so if the tax on y If the tax amount on your receipt is different to the calculated amount or the tax rate doesn’t show up, you can always manually type in the correct tax amount. -# FAQ +{% include faq-begin.md %} ## How do I set up multiple taxes (GST/PST/QST) on indirect connections? Expenses sometimes have more than one tax applied to them - for example in Canada, expenses can have both a Federal GST and a provincial PST or QST. @@ -37,3 +37,4 @@ Many tax authorities do not require the reporting of tax amounts by rate and the Alternatively, you can apply each specific tax rate by splitting the expense into the components that each rate will be applied to. To do this, click on **Split Expense** and apply the correct tax rate to each part. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md index a8444b98c951..a26146536e42 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md @@ -37,7 +37,7 @@ On the mobile app, merging is prompted when you see the message _"Potential dupl If the expenses exist on two different reports, you will be asked which report you'd like the newly created single expense to be reported onto. -# FAQ +{% include faq-begin.md %} ## Can you merge expenses across different reports? diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Upload-Receipts.md b/docs/articles/expensify-classic/get-paid-back/expenses/Upload-Receipts.md index 29380dab5a5b..b0e3ee1b9ade 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Upload-Receipts.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Upload-Receipts.md @@ -19,7 +19,7 @@ To SmartScan a receipt on your mobile app, tap the green camera button, point an ## Manually Upload To upload receipts on the web, simply navigate to the Expenses page and click on **New Expense**. Select **Scan Receipt** and choose the file you would like to upload, or drag-and-drop your image directly into the Expenses page, and that will start the SmartScanning process! -# FAQ +{% include faq-begin.md %} ## How do you SmartScan multiple receipts? You can utilize the Rapid Fire Mode to quickly SmartScan multiple receipts at once! @@ -34,3 +34,5 @@ Once that email address has been added as a Secondary Login, simply forward your You can crop and rotate a receipt image on the web app, and you can only edit one expense at a time. Navigate to your Expenses page and locate the expense whose receipt image you'd like to edit, then click the expense to open the Edit screen. If there is an image file associated with the receipt, you will see the Rotate and Crop buttons. Alternatively, you can also navigate to your Reports page, click on a report, and locate the individual expense. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/get-paid-back/reports/Create-A-Report.md b/docs/articles/expensify-classic/get-paid-back/reports/Create-A-Report.md index ea808695e7cd..88ec2b730d1e 100644 --- a/docs/articles/expensify-classic/get-paid-back/reports/Create-A-Report.md +++ b/docs/articles/expensify-classic/get-paid-back/reports/Create-A-Report.md @@ -147,7 +147,7 @@ As you go through each violation, click View to look at the expense in more deta Click Next to move on to the next item. Click Finish to complete the review process when you’re done. -# FAQ +{% include faq-begin.md %} ## Is there a difference between Expense Reports, Bills, and Invoices? @@ -164,3 +164,5 @@ If someone external to the business sends you an invoice for their services, you ## When should I submit my report? Your Company Admin can answer this one, and they may have configured the workspace’s [Scheduled Submit] setting to enforce a regular cadence for you. If not, you can still set this up under your [Individual workspace]. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/getting-started/Invite-Members.md b/docs/articles/expensify-classic/getting-started/Invite-Members.md index 5b3c17c2e8fb..5a27f58cf2e8 100644 --- a/docs/articles/expensify-classic/getting-started/Invite-Members.md +++ b/docs/articles/expensify-classic/getting-started/Invite-Members.md @@ -51,7 +51,7 @@ Here's how it works: If a colleague signs up with a work email address that matc To enable this feature, go to **Settings > Workspace > Group > *Workspace Name* > People**. -# FAQ +{% include faq-begin.md %} ## Who can invite members to Expensify Any Workspace Admin can add members to a Group Workspace using any of the above methods. @@ -60,3 +60,5 @@ Under **Settings > Workspace > Group > *Workspace Name* > People > Invite** you ## How can I invite members via the API? If you would like to integrate an open API HR software, you can use our [Advanced Employee Updater API](https://integrations.expensify.com/Integration-Server/doc/employeeUpdater/) to invite members to your Workspace. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/getting-started/Plan-Types.md b/docs/articles/expensify-classic/getting-started/Plan-Types.md index 90c632ffa5cc..4f8c52c2e1a1 100644 --- a/docs/articles/expensify-classic/getting-started/Plan-Types.md +++ b/docs/articles/expensify-classic/getting-started/Plan-Types.md @@ -20,7 +20,7 @@ The Track plan is tailored for solo Expensify users who don't require expense su ## Individual Submit Plan The Submit plan is designed for individuals who need to keep track of their expenses and share them with someone else, such as their boss, accountant, or even a housemate. It's specifically tailored for single users who want to both track and submit their expenses efficiently. -# FAQ +{% include faq-begin.md %} ## How can I change Individual plans? You have the flexibility to switch between a Track and Submit plan, or vice versa, at any time by navigating to **Settings > Workspaces > Individual > *Workspace Name* > Plan**. This allows you to adapt your expense management approach as needed. @@ -30,3 +30,5 @@ You can easily upgrade from a Collect to a Control plan at any time by going to ## How does pricing work if I have two types of Group Workspace plans? If you have a Control and Collect Workspace, you will be charged at the Control Workspace rate. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/getting-started/approved-accountants/Card-Revenue-Share-For-Expensify-Approved-Partners.md b/docs/articles/expensify-classic/getting-started/approved-accountants/Card-Revenue-Share-For-Expensify-Approved-Partners.md index a8e1b0690b72..189ff671b213 100644 --- a/docs/articles/expensify-classic/getting-started/approved-accountants/Card-Revenue-Share-For-Expensify-Approved-Partners.md +++ b/docs/articles/expensify-classic/getting-started/approved-accountants/Card-Revenue-Share-For-Expensify-Approved-Partners.md @@ -10,7 +10,7 @@ Start making more with us! We're thrilled to announce a new incentive for our US # How-to To benefit from this program, all you need to do is ensure that you are listed as a domain admin on your client's Expensify account. If you're not currently a domain admin, your client can follow the instructions outlined in [our help article](https://community.expensify.com/discussion/5749/how-to-add-and-remove-domain-admins#:~:text=Domain%20Admins%20have%20total%20control,a%20member%20of%20the%20domain.) to assign you this role. -# FAQ +{% include faq-begin.md %} - What if my firm is not permitted to accept revenue share from our clients?

We understand that different firms may have different policies. If your firm is unable to accept this revenue share, you can pass the revenue share back to your client to give them an additional 0.5% of cash back using your own internal payment tools.

- What if my firm does not wish to participate in the program?
diff --git a/docs/articles/expensify-classic/getting-started/approved-accountants/Your-Expensify-Partner-Manager.md b/docs/articles/expensify-classic/getting-started/approved-accountants/Your-Expensify-Partner-Manager.md index 104cd49daf96..fb3cb5341f61 100644 --- a/docs/articles/expensify-classic/getting-started/approved-accountants/Your-Expensify-Partner-Manager.md +++ b/docs/articles/expensify-classic/getting-started/approved-accountants/Your-Expensify-Partner-Manager.md @@ -22,7 +22,7 @@ You can contact your Partner Manager by: - Signing in to new.expensify.com and searching for your Partner Manager - Replying to or clicking the chat link on any email you get from your Partner Manager -# FAQs +{% include faq-begin.md %} ## How do I know if my Partner Manager is online? You will be able to see if they are online via their status in new.expensify.com, which will either say “online” or have their working hours. @@ -32,4 +32,6 @@ If you’re unable to contact your Partner Manager (i.e., they're out of office ## Can I get on a call with my Partner Manager? Of course! You can ask your Partner Manager to schedule a call whenever you think one might be helpful. Partner Managers can discuss client onboarding strategies, firm wide training, and client setups. -We recommend continuing to work with Concierge for **general support questions**, as this team is always online and available to help immediately. \ No newline at end of file +We recommend continuing to work with Concierge for **general support questions**, as this team is always online and available to help immediately. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/getting-started/support/Expensify-Support.md b/docs/articles/expensify-classic/getting-started/support/Expensify-Support.md index f4a6acdd8571..870edf959b32 100644 --- a/docs/articles/expensify-classic/getting-started/support/Expensify-Support.md +++ b/docs/articles/expensify-classic/getting-started/support/Expensify-Support.md @@ -91,7 +91,7 @@ Your Partner Manager should reach out to you once you've completed ExpensifyAppr - **Be Clear and Specific**: When asking questions or reporting issues, provide specific examples like affected users' email addresses or report IDs. This makes it easier for us to assist you effectively. - **Practice Kindness**: Remember that we're here to help. Please be polite, considerate, and patient as we work together to resolve any concerns you have. -# FAQ +{% include faq-begin.md %} ## Who gets an Account Manager? Members who have 10 or more active users, or clients of ExpensifyApproved! Accounts are automatically assigned a dedicated Account Manager. @@ -115,3 +115,5 @@ We recommend working with Concierge on general support questions, as this team i ## Who gets assigned a Setup Specialist? This feature is specifically for new members! Whenever you start a free trial, a product Setup Specialist will be assigned to guide you through configuring your Expensify account. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/insights-and-custom-reporting/Default-Export-Templates.md b/docs/articles/expensify-classic/insights-and-custom-reporting/Default-Export-Templates.md index f6043aaea2eb..b89dca85df04 100644 --- a/docs/articles/expensify-classic/insights-and-custom-reporting/Default-Export-Templates.md +++ b/docs/articles/expensify-classic/insights-and-custom-reporting/Default-Export-Templates.md @@ -20,7 +20,7 @@ Below is a breakdown of the available default templates. 3. Click the **Export to** in the top right corner 4. Select the export template you’d like to use -# FAQ +{% include faq-begin.md %} ## Why are my numbers exporting in a weird format? Do your numbers look something like this: 1.7976931348623157e+308? This means that your spreadsheet program is formatting long numbers in an exponential or scientific format. If that happens, you can correct it by changing the data to Plain Text or a Number in your spreadsheet program. ## Why are my leading zeros missing? @@ -28,3 +28,4 @@ Is the export showing “1” instead of “01”? This means that your spreadsh ## I want a report that is not in the default list, how can I build that? For a guide on building your own custom template check out Exports > Custom Exports in the Help pages! +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/insights-and-custom-reporting/Insights.md b/docs/articles/expensify-classic/insights-and-custom-reporting/Insights.md index 6c71630015c5..ce07f4b56450 100644 --- a/docs/articles/expensify-classic/insights-and-custom-reporting/Insights.md +++ b/docs/articles/expensify-classic/insights-and-custom-reporting/Insights.md @@ -35,7 +35,7 @@ The Insights dashboard allows you to monitor all aspects of company spend across 2. Build up a report using these [formulas](https://community.expensify.com/discussion/5795/deep-dive-expense-level-formula/p1?new=1) 3. If you need any help, click the **Support** button on the top left to contact your Account Manager -# FAQs +{% include faq-begin.md %} #### Can I share my custom export report? @@ -98,4 +98,6 @@ We’ve built a huge variety of custom reports for customers, so make sure to re - Unposted Travel Aging Report - Vendor Spend - … or anything you can imagine! -{% endraw %} \ No newline at end of file +{% endraw %} + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/insights-and-custom-reporting/Other-Export-Options.md b/docs/articles/expensify-classic/insights-and-custom-reporting/Other-Export-Options.md index 7ba84cef6b94..9d752dec3eb9 100644 --- a/docs/articles/expensify-classic/insights-and-custom-reporting/Other-Export-Options.md +++ b/docs/articles/expensify-classic/insights-and-custom-reporting/Other-Export-Options.md @@ -30,10 +30,12 @@ The PDF will include all expenses, any attached receipts, and all report notes. 3. Click on **Details** in the top right of the report 4. Click the **print icon** -# FAQ +{% include faq-begin.md %} ## Why isn’t my report exporting? Big reports with lots of expenses may cause the PDF download to fail due to images with large resolutions. In that case, try breaking the report into multiple smaller reports. Also, please note that a report must have at least one expense to be exported or saved as a PDF. ## Can I download multiple PDFs at once? No, you can’t download multiple reports as PDFs at the same time. If you’d like to export multiple reports, an alternative to consider is the CSV export option. ## The data exported to Excel is showing incorrectly. How can I fix this? When opening a CSV file export from Expensify in Excel, it’ll automatically register report IDs and transaction IDs as numbers and assign the number format to the report ID column. If a number is greater than a certain length, Excel will contract the number and display it in exponential form. To prevent this, the number needs to be imported as text, which can be done by opening Excel and clicking File > Import > select your CSV file > follow the prompts and on step 3 set the report ID/transactionID column to import as Text. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/integrations/HR-integrations/ADP.md b/docs/articles/expensify-classic/integrations/HR-integrations/ADP.md index 65b276796c2a..47cbd2fdc1f3 100644 --- a/docs/articles/expensify-classic/integrations/HR-integrations/ADP.md +++ b/docs/articles/expensify-classic/integrations/HR-integrations/ADP.md @@ -70,7 +70,7 @@ You can set Custom Fields and Payroll Codes in bulk using a CSV upload in Expens If you have additional requirements for your ADP upload, for example, additional headings or datasets, reach out to your Expensify Account Manager who will assist you in customizing your ADP export. Expensify Account Managers are trained to accommodate your data requests and help you retrieve them from the system. -# FAQ +{% include faq-begin.md %} - Do I need to convert my employee list into new column headings so I can upload it to Expensify? @@ -79,3 +79,5 @@ Yes, you’ll need to convert your ADP employee data to the same headings as the - Can I add special fields/items to my ADP Payroll Custom Export Format? Yes! You can ask your Expensify Account Manager to help you prepare your ADP Payroll export so that it meets your specific requirements. Just reach out to them via the Chat option in Expensify and they’ll help you get set up. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/integrations/HR-integrations/Gusto.md b/docs/articles/expensify-classic/integrations/HR-integrations/Gusto.md index f7a5127c9c0e..33a174325bf7 100644 --- a/docs/articles/expensify-classic/integrations/HR-integrations/Gusto.md +++ b/docs/articles/expensify-classic/integrations/HR-integrations/Gusto.md @@ -34,7 +34,7 @@ Expensify's direct integration with Gusto will automatically: 2. Click **Save** in the bottom right corner to sync employees into Expensify 3. If the connection is successful, you'll see a summary of how many employees were synced. If any employees were skipped, we'll tell you why. -# FAQ +{% include faq-begin.md %} ## Can I import different sets of employees into different Expensify workspaces? No - Gusto will add all employees to one Expensify workspace, so if you have more than one workspace, you'll need to choose when connecting. @@ -53,3 +53,5 @@ If your employees are set up in Expensify with their company emails, but with th To resolve this, you can ask each affected employee to merge their existing Expensify account with the new Expensify account by navigating to **Settings > Account > Account Details** and scrolling down to **Merge Accounts**. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/integrations/accounting-integrations/Certinia.md b/docs/articles/expensify-classic/integrations/accounting-integrations/Certinia.md index 0856e2694340..6c7014827ea6 100644 --- a/docs/articles/expensify-classic/integrations/accounting-integrations/Certinia.md +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/Certinia.md @@ -87,7 +87,7 @@ When exporting to Certinia PSA/SRP you may see up to three different currencies * Amount field on the Expense line: this currency is derived from the Expensify workspace default report currency. * Reimbursable Amount on the Expense line: this currency is derived from the currency of the resource with an email matching the report submitter. -# FAQ +{% include faq-begin.md %} ## What happens if the report can’t be exported to Certinia? * The preferred exporter will receive an email outlining the issue and any specific error messages * Any error messages preventing the export from taking place will be recorded in the report’s history @@ -148,3 +148,5 @@ Log into Certinia and go to Setup > Manage Users > Users and find the user whose * Enable Modify All Data and save Sync the connection within Expensify by going to **Settings** > **Workspaces** > **Groups** > _[Workspace Name]_ > **Connections** > **Sync Now** and then attempt to export the report again + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md b/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md index 852db0b7f7c0..09fad1b0ed1a 100644 --- a/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md @@ -30,7 +30,7 @@ To export a report, click **Export To** in the top-left of a report and select y To export multiple reports, tick the checkbox next to the reports on the **Reports** page, then click **Export To** and select your accounting package from the dropdown menu. -# FAQ +{% include faq-begin.md %} ## Which accounting packages offer this indirect integration with Expensify? @@ -46,3 +46,5 @@ We support a pre-configured flat-file integration for the following accounting p If your accounting package isn’t listed, but it still accepts a flat-file import, select **Other** when completing the Accounting Software task on your Home page or head to **Settings** > **Workspaces** > **Group** > _Your desired workspace_ > **Export Formats**. This option allows you to create your own templates to export your expense and report data into a format compatible with your accounting system. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/integrations/accounting-integrations/NetSuite.md b/docs/articles/expensify-classic/integrations/accounting-integrations/NetSuite.md index 8092ed9c6dd6..3ce0d07cb65d 100644 --- a/docs/articles/expensify-classic/integrations/accounting-integrations/NetSuite.md +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/NetSuite.md @@ -558,7 +558,7 @@ Here's how you can send them to us: Send these two files to your Account Manager or Concierge so we can continue troubleshooting! -# FAQ +{% include faq-begin.md %} ## What type of Expensify plan is required for connecting to NetSuite? @@ -573,3 +573,5 @@ If a report is exported to NetSuite and then marked as paid in NetSuite, the rep ## If I enable Auto Sync, what happens to existing approved and reimbursed reports? If you previously had Auto Sync disabled but want to allow that feature to be used going forward, you can safely turn on Auto Sync without affecting existing reports. Auto Sync will only take effect for reports created after enabling that feature. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/integrations/accounting-integrations/QuickBooks-Desktop.md b/docs/articles/expensify-classic/integrations/accounting-integrations/QuickBooks-Desktop.md index 958e423273ce..8fe31f3ec4f4 100644 --- a/docs/articles/expensify-classic/integrations/accounting-integrations/QuickBooks-Desktop.md +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/QuickBooks-Desktop.md @@ -88,7 +88,7 @@ You can bring in Customers/Projects from QuickBooks into Expensify in two ways: ## Items Items can be imported from QuickBooks as categories alongside your expense accounts. -# FAQ +{% include faq-begin.md %} ## How do I sync my connection? 1: Ensure that both the Expensify Sync Manager and QuickBooks Desktop are running. 2: On the Expensify website, navigate to **Settings** > **Policies** > **Group** > _[Policy Name]_ > **Connections** > **QuickBooks Desktop**, and click **Sync now**. @@ -143,3 +143,5 @@ To resolve this error, follow these steps: Verify that the Sync Manager's status is **Connected**. 3. If the Sync Manager status is already **Connected**, click **Edit** and then *Save* to refresh the connection. Afterwards, try syncing your policy again. 4. If the error persists, double-check that the token you see in the Sync Manager matches the token in your connection settings. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/integrations/accounting-integrations/QuickBooks-Online.md b/docs/articles/expensify-classic/integrations/accounting-integrations/QuickBooks-Online.md index 4075aaf18016..623e5f1dd997 100644 --- a/docs/articles/expensify-classic/integrations/accounting-integrations/QuickBooks-Online.md +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/QuickBooks-Online.md @@ -302,7 +302,7 @@ Here are the QuickBooks Online fields that can be mapped as a report field withi - Customers/Projects - Locations -# FAQ +{% include faq-begin.md %} ## What happens if the report can't be exported to QuickBooks Online automatically? @@ -320,3 +320,5 @@ To ensure reports are reviewed before export, set up your Workspaces with the ap - If a report has been exported and reimbursed via ACH, it will be automatically marked as paid in QuickBooks Online during the next sync. - If a report has been exported and marked as paid in QuickBooks Online, it will be automatically marked as reimbursed in Expensify during the next sync. - Reports that have yet to be exported to QuickBooks Online won't be automatically exported. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/integrations/accounting-integrations/Sage-Intacct.md b/docs/articles/expensify-classic/integrations/accounting-integrations/Sage-Intacct.md index ac0a90ba6d37..560a65d0d722 100644 --- a/docs/articles/expensify-classic/integrations/accounting-integrations/Sage-Intacct.md +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/Sage-Intacct.md @@ -550,7 +550,7 @@ When ACH reimbursement is enabled, the "Sync Reimbursed Reports" feature will ad Intacct requires that the target account for the Bill Payment be a Cash and Cash Equivalents account type. If you aren't seeing the account you want in that list, please first confirm that the category on the account is Cash and Cash Equivalents. -# FAQ +{% include faq-begin.md %} ## What if my report isn't automatically exported to Sage Intacct? There are a number of factors that can cause automatic export to fail. If this happens, the preferred exporter will receive an email and an Inbox task outlining the issue and any associated error messages. The same information will be populated in the comments section of the report. @@ -566,3 +566,5 @@ If your workspace has been connected to Intacct with Auto Sync disabled, you can If a report has been exported to Intacct and reimbursed via ACH in Expensify, we'll automatically mark it as paid in Intacct during the next sync. If a report has been exported to Intacct and marked as paid in Intacct, we'll automatically mark it as reimbursed in Expensify during the next sync. If a report has not been exported to Intacct, it will not be exported to Intacct automatically. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/integrations/accounting-integrations/Xero.md b/docs/articles/expensify-classic/integrations/accounting-integrations/Xero.md index 98cc6f2bfdf6..9dd479e90cf1 100644 --- a/docs/articles/expensify-classic/integrations/accounting-integrations/Xero.md +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/Xero.md @@ -236,7 +236,7 @@ If we can't find a match, we'll create a new customer record in Xero. And that's it! You've successfully set up and managed your invoice exports to Xero, making your tracking smooth and efficient. -# FAQ +{% include faq-begin.md %} ## Will receipt images be exported to Xero? @@ -258,3 +258,5 @@ It will be automatically marked as reimbursed in Expensify during the next sync. Reports that haven't been exported to Xero won't be sent automatically. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/integrations/travel-integrations/Additional-Travel-Integrations.md b/docs/articles/expensify-classic/integrations/travel-integrations/Additional-Travel-Integrations.md index ac37a01b3e6b..7dcc8e5e9c29 100644 --- a/docs/articles/expensify-classic/integrations/travel-integrations/Additional-Travel-Integrations.md +++ b/docs/articles/expensify-classic/integrations/travel-integrations/Additional-Travel-Integrations.md @@ -52,7 +52,7 @@ You can automatically import receipts from many travel platforms into Expensify, - From your account settings, choose whether expenses should be sent to Expensify automatically or manually. - We recommend sending them automatically, so you can travel without even thinking about your expense reports. -# FAQ +{% include faq-begin.md %} **Q: What if I don’t have the option for Send to Expensify in Trainline?** @@ -69,3 +69,5 @@ A: Yes, you can set a weekly or monthly cadence for SpotHero expenses to be emai **Q: Do I need to select a specific profile before booking in Bolt Work and Grab?** A: Yes, ensure you have selected your work or business profile as the payment method before booking. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/integrations/travel-integrations/Navan.md b/docs/articles/expensify-classic/integrations/travel-integrations/Navan.md index 237047fa270e..b1bf3c9745ff 100644 --- a/docs/articles/expensify-classic/integrations/travel-integrations/Navan.md +++ b/docs/articles/expensify-classic/integrations/travel-integrations/Navan.md @@ -20,7 +20,7 @@ Once you complete these steps, any flights you book through Navan will automatic If you booked your Navan flight using your Expensify Card, the Navan expense will automatically merge with the card expense. Learn more about the Expensify Card [here](https://use.expensify.com/company-credit-card). -# FAQ +{% include faq-begin.md %} ## How do I expense a prepaid hotel booking in Expensify using the Navan integration? Bookings that weren’t made in Navan directly (such as a prepaid hotel booking) won’t auto-import into Expensify. To import these trips into Expensify, follow these steps: @@ -45,3 +45,5 @@ Costs depend on your subscription plans with Expensify and Navan. Expensify does ## How do I disconnect the integration? To disconnect the integration, navigate to the integrations section in Navan, find Expensify, and select the option to disable the integration. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/manage-employees-and-report-approvals/Removing-Members.md b/docs/articles/expensify-classic/manage-employees-and-report-approvals/Removing-Members.md index 33ffe7172603..65acc3630582 100644 --- a/docs/articles/expensify-classic/manage-employees-and-report-approvals/Removing-Members.md +++ b/docs/articles/expensify-classic/manage-employees-and-report-approvals/Removing-Members.md @@ -13,7 +13,7 @@ Removing a member from a workspace disables their ability to use the workspace. ![image of members table in a workspace]({{site.url}}/assets/images/ExpensifyHelp_RemovingMembers.png){:width="100%"} -# FAQ +{% include faq-begin.md %} ## Will reports from this member on this workspace still be available? Yes, as long as the reports have been submitted. You can navigate to the Reports page and enter the member's email in the search field to find them. However, Draft reports will be removed from the workspace, so these will no longer be visible to the Workspace Admin. @@ -34,3 +34,5 @@ If a member is a **preferred exporter, billing owner, report approver** or has * ## How do I remove a user completely from a company account? If you have a Control Workspace and have Domain Control enabled, you will need to remove them from the domain to delete members' accounts entirely and deactivate the Expensify Card. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/manage-employees-and-report-approvals/Vacation-Delegate.md b/docs/articles/expensify-classic/manage-employees-and-report-approvals/Vacation-Delegate.md index 7c21b12a83e1..4727b1c4a38b 100644 --- a/docs/articles/expensify-classic/manage-employees-and-report-approvals/Vacation-Delegate.md +++ b/docs/articles/expensify-classic/manage-employees-and-report-approvals/Vacation-Delegate.md @@ -38,7 +38,7 @@ Your delegate's actions will be noted in the history and comments of each report The system records every action your vacation delegate takes on your behalf in the **Report History and Comments**. So, you can see when they approved an expense report for you. -# FAQs +{% include faq-begin.md %} ## Why can't my Vacation Delegate reimburse reports that they approve? @@ -50,5 +50,4 @@ If they do not have access to the reimbursement account used on your workspace, Don't worry, your delegate can also pick their own **Vacation Delegate**. This way, expense reports continue to get approved even if multiple people are away. - - +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/send-payments/Pay-Bills.md b/docs/articles/expensify-classic/send-payments/Pay-Bills.md index 8a5c7c5c7f88..81dcf3488462 100644 --- a/docs/articles/expensify-classic/send-payments/Pay-Bills.md +++ b/docs/articles/expensify-classic/send-payments/Pay-Bills.md @@ -70,7 +70,17 @@ To mark a Bill as paid outside of Expensify: **Fees:** None -# FAQ +# Deep Dive: How company bills and vendor invoices are processed in Expensify + +Here is how a vendor or supplier bill goes from received to paid in Expensify: + +1. When a vendor or supplier bill is received in Expensify via, the document is SmartScanned automatically and a Bill is created. The Bill is owned by the primary domain contact, who will see the Bill on the Reports page on their default group policy. +2. When the Bill is ready for processing, it is submitted and follows the primary domain contact’s approval workflow. Each time the Bill is approved, it is visible in the next approver's Inbox. +3. The final approver pays the Bill from their Expensify account on the web via one of the methods. +4. The Bill is coded with the relevant imported GL codes from a connected accounting software. After it has finished going through the approval workflow the Bill can be exported back to the accounting package connected to the policy. + + +{% include faq-begin.md %} ## What is my company's billing intake email? Your billing intake email is [yourdomain.com]@expensify.cash. Example, if your domain is `company.io` your billing email is `company.io@expensify.cash`. @@ -100,11 +110,4 @@ Payments are currently only supported for users paying in United States Dollars A Bill is a payable which represents an amount owed to a payee (usually a vendor or supplier), and is usually created from a vendor invoice. An Invoice is a receivable, and indicates an amount owed to you by someone else. -# Deep Dive: How company bills and vendor invoices are processed in Expensify - -Here is how a vendor or supplier bill goes from received to paid in Expensify: - -1. When a vendor or supplier bill is received in Expensify via, the document is SmartScanned automatically and a Bill is created. The Bill is owned by the primary domain contact, who will see the Bill on the Reports page on their default group policy. -2. When the Bill is ready for processing, it is submitted and follows the primary domain contact’s approval workflow. Each time the Bill is approved, it is visible in the next approver's Inbox. -3. The final approver pays the Bill from their Expensify account on the web via one of the methods. -4. The Bill is coded with the relevant imported GL codes from a connected accounting software. After it has finished going through the approval workflow the Bill can be exported back to the accounting package connected to the policy. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/send-payments/Reimbursing-Reports.md b/docs/articles/expensify-classic/send-payments/Reimbursing-Reports.md index e55d99d70827..69b39bae2874 100644 --- a/docs/articles/expensify-classic/send-payments/Reimbursing-Reports.md +++ b/docs/articles/expensify-classic/send-payments/Reimbursing-Reports.md @@ -19,6 +19,8 @@ To reimburse directly in Expensify, the following needs to be already configured If all of those settings are in place, to reimburse a report, you will click **Reimburse** on the report and then select **Via Direct Deposit (ACH)**. +![Reimbursing Reports Dropdown]({{site.url}}/assets/images/Reimbursing Reports Dropdown.png){:width="100%"} + ## Indirect or Manual Reimbursement If you don't have the option to utilize direct reimbursement, you can choose to mark a report as reimbursed by clicking the **Reimburse** button at the top of the report and then selecting **I’ll do it manually – just mark as reimbursed**. @@ -63,7 +65,7 @@ If either limit has been reached, you can expect funds deposited within your ban Rapid Reimbursement is not available for non-US-based reimbursement. If you are receiving a reimbursement to a non-US-based deposit account, you should expect to see the funds deposited in your bank account within four business days. -# FAQ +{% include faq-begin.md %} ## Who can reimburse reports? Only a workspace admin who has added a verified business bank account to their Expensify account can reimburse employees. @@ -73,3 +75,7 @@ Only a workspace admin who has added a verified business bank account to their E Instead of a bulk reimbursement option, you can set up automatic reimbursement. With this configured, reports below a certain threshold (defined by you) will be automatically reimbursed via ACH as soon as they're "final approved." To set your manual reimbursement threshold, head to **Settings > Workspace > Group > _[Workspace Name]_ > Reimbursement > Manual Reimbursement**. + +![Manual Reimbursement]({{site.url}}/assets/images/Reimbursing Manual.png){:width="100%"} + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/send-payments/Third-Party-Payments.md b/docs/articles/expensify-classic/send-payments/Third-Party-Payments.md index 1a567dbe6fa3..cae289a0526a 100644 --- a/docs/articles/expensify-classic/send-payments/Third-Party-Payments.md +++ b/docs/articles/expensify-classic/send-payments/Third-Party-Payments.md @@ -42,7 +42,7 @@ Once you've set up your third party payment option, you can start using it to re 4. **Track Payment Status**: You can track the status of payments and view transaction details within your Expensify account. -# FAQ’s +{% include faq-begin.md %} ## Q: Are there any fees associated with using third party payment options in Expensify? @@ -57,3 +57,5 @@ A: Expensify allows you to link multiple payment providers if needed. You can se A: The reimbursement limit may depend on the policies and settings configured within your Expensify account and the limits imposed by your chosen payment provider. With Expensify's third party payment options, you can simplify your expense management and reimbursement processes. By following the steps outlined in this guide, you can set up and use third party payments efficiently. + +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/workspace-and-domain-settings/Budgets.md b/docs/articles/expensify-classic/workspace-and-domain-settings/Budgets.md index 3c5bc0fe2421..30adac589dc0 100644 --- a/docs/articles/expensify-classic/workspace-and-domain-settings/Budgets.md +++ b/docs/articles/expensify-classic/workspace-and-domain-settings/Budgets.md @@ -42,7 +42,7 @@ Expensify’s Budgets feature allows you to: - **Per individual budget**: you can enter an amount if you want to set a budget per person - **Notification threshold** - this is the % in which you will be notified as the budgets are hit -# FAQ +{% include faq-begin.md %} ## Can I import budgets as a CSV? At this time, you cannot import budgets via CSV since we don’t import categories or tags from direct accounting integrations. @@ -54,3 +54,4 @@ Notifications are sent twice: ## How will I be notified when a budget is hit? A message will be sent in the #admins room of the Workspace. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/workspace-and-domain-settings/Categories.md b/docs/articles/expensify-classic/workspace-and-domain-settings/Categories.md index 783bd50f17a3..0cd7ba790a9c 100644 --- a/docs/articles/expensify-classic/workspace-and-domain-settings/Categories.md +++ b/docs/articles/expensify-classic/workspace-and-domain-settings/Categories.md @@ -143,7 +143,7 @@ Category violations can happen for the following reasons: If Scheduled Submit is enabled on a workspace, expenses with category violations will not be auto-submitted unless the expense has a comment added. -# FAQ +{% include faq-begin.md %} ## The correct category list isn't showing when one of my employees is categorizing their expenses. Why is this happening? Its possible the employee is defaulted to their personal workspace so the expenses are not pulling the correct categories to choose from. Check to be sure the report is listed under the correct workspace by looking under the details section on top right of report. @@ -151,3 +151,4 @@ Its possible the employee is defaulted to their personal workspace so the expens ## Will the account numbers from our accounting system (QuickBooks Online, Sage Intacct, etc.) show in the Category list when employees are choosing what chart of accounts category to code their expense to? The GL account numbers will be visible in the workspace settings when connected to a Control-level workspace for workspace admins to see. We do not provide this information in an employee-facing capacity because most employees do not have access to that information within the accounting integration. If you wish to have this information available to your employees when they are categorizing their expenses, you can edit the account name in your accounting software to include the GL number — i.e. **Accounts Payable - 12345** +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/workspace-and-domain-settings/Domains-Overview.md b/docs/articles/expensify-classic/workspace-and-domain-settings/Domains-Overview.md index cf2f0f59a4a0..6cafe3dccfaf 100644 --- a/docs/articles/expensify-classic/workspace-and-domain-settings/Domains-Overview.md +++ b/docs/articles/expensify-classic/workspace-and-domain-settings/Domains-Overview.md @@ -131,10 +131,11 @@ To enable SAML SSO in Expensify you will first need to claim and verify your dom - For disputing digital Expensify Card purchases, two-factor authentication must be enabled. - It might take up to 2 hours for domain-level enforcement to take effect, and users will be prompted to configure their individual 2FA settings on their next login to Expensify. -# FAQ +{% include faq-begin.md %} ## How many domains can I have? You can manage multiple domains by adding them through **Settings > Domains > New Domain**. However, to verify additional domains, you must be a Workspace Admin on a Control Workspace. Keep in mind that the Collect plan allows verification for just one domain. ## What’s the difference between claiming a domain and verifying a domain? Claiming a domain is limited to users with matching email domains, and allows Workspace Admins with a company email to manage bills, company cards, and reconciliation. Verifying a domain offers extra features and security. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/workspace-and-domain-settings/Expenses.md b/docs/articles/expensify-classic/workspace-and-domain-settings/Expenses.md index 388bb5d5cbc9..ea701dc09d3e 100644 --- a/docs/articles/expensify-classic/workspace-and-domain-settings/Expenses.md +++ b/docs/articles/expensify-classic/workspace-and-domain-settings/Expenses.md @@ -106,7 +106,7 @@ If you enable tax but don’t select a tax rate or enter a tax reclaimable amoun Note: _Expensify won’t automatically track cumulative mileage. If you need to track cumulative mileage per employee, we recommend building a mileage report using our custom export formulas._ -# FAQs +{% include faq-begin.md %} ## Why do I see eReceipts for expenses greater than $75? @@ -116,3 +116,4 @@ An eReceipt is generated for Expensify card purchases of any amount in the follo Expensify does not update mileage rates to match the rate provided by the IRS. An admin of the workspace will need to update the rate or create a new rate in the workspace. This is because Expensify has customers worldwide, not just in the United States, and most companies want to communicate the change with employees and control the timing. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/workspace-and-domain-settings/Per-Diem.md b/docs/articles/expensify-classic/workspace-and-domain-settings/Per-Diem.md index fcb1c8018613..87aef233aeb1 100644 --- a/docs/articles/expensify-classic/workspace-and-domain-settings/Per-Diem.md +++ b/docs/articles/expensify-classic/workspace-and-domain-settings/Per-Diem.md @@ -86,7 +86,7 @@ When you _Export to CSV_, Expensify also assigns a Rate ID to each existing rate Note: _This rate ID corresponds to the Destination+Subrate. You cannot overwrite Destinations, but you can overwrite the Subrate within a Destination by using this rate ID. Always use the “Clear Rate” option with a fresh upload when removing large numbers of rates rather than deleting them individually._ -# FAQs +{% include faq-begin.md %} ## How do I report on my team's Per Diem expenses? @@ -95,3 +95,4 @@ Great question! We’ve added a Per Diem export for users to export Per Diem exp ## What if I need help setting the exact rate amounts and currencies? Right now, Expensify can't help determine what these should be. They vary widely based on your country of origin, the state within that jurisdiction, your company workspace, and the time (usually year) you traveled. There's a demonstration spreadsheet [here](https://s3-us-west-1.amazonaws.com/concierge-responses-expensify-com/uploads%2F1596692482998-Germany+-+Per+Diem.csv), but it shouldn't be used for actual claims unless verified by your internal finance team or accountants. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/workspace-and-domain-settings/Reimbursement.md b/docs/articles/expensify-classic/workspace-and-domain-settings/Reimbursement.md index a1916465fca8..ed2384d12006 100644 --- a/docs/articles/expensify-classic/workspace-and-domain-settings/Reimbursement.md +++ b/docs/articles/expensify-classic/workspace-and-domain-settings/Reimbursement.md @@ -32,7 +32,7 @@ A Workspace admin can enanble indirect reimbursement via **Settings > Workspaces **Additional features under Reimbursement > Indirect:** If you reimburse through a seperate system or through payroll, Expensify can collect and export employee bank account details for you. Just reach out to your Account Manager or concierge@expensify.com for us to add the Reimbursement Details Export format to the account. -# FAQ +{% include faq-begin.md %} ## How do I export employee bank account details once the Reimbursement Details Export format is added to my account? @@ -45,3 +45,4 @@ Bank account names can be updated via **Settings > Accounts > Payments** and cli ## What is the benefit of setting a default reimburser? The main benefit of being defined as the "reimburser" in the Workspace settings is that this user will receive notifications on their Home page alerting them when reports need to be reimbursed. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/workspace-and-domain-settings/SAML-SSO.md b/docs/articles/expensify-classic/workspace-and-domain-settings/SAML-SSO.md index 758cb70067e1..e4b27b238e46 100644 --- a/docs/articles/expensify-classic/workspace-and-domain-settings/SAML-SSO.md +++ b/docs/articles/expensify-classic/workspace-and-domain-settings/SAML-SSO.md @@ -77,7 +77,7 @@ To enable SSO with Microsoft ADFS follow these steps: Assuming you’ve also set up Expensify SAML configuration with your metadata, SAML logins on Expensify.com should now work. For reference, ADFS’ default metadata path is: https://yourservicename.yourdomainname.com/FederationMetadata/2007-06/FederationMetadata.xml. -# FAQ +{% include faq-begin.md %} ## What should I do if I’m getting an error when trying to set up SSO? You can double check your configuration data for errors using samltool.com. If you’re still having issues, you can reach out to your Account Manager or contact Concierge for assistance. @@ -87,3 +87,4 @@ The entityID for Expensify is https://expensify.com. Remember not to copy and pa ## Can you have multiple domains with only one entityID? Yes. Please send a message to Concierge or your account manager and we will enable the ability to use the same entityID with multiple domains. +{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/workspace-and-domain-settings/Tags.md b/docs/articles/expensify-classic/workspace-and-domain-settings/Tags.md index 2e6bd335ce4c..d802a183c8ba 100644 --- a/docs/articles/expensify-classic/workspace-and-domain-settings/Tags.md +++ b/docs/articles/expensify-classic/workspace-and-domain-settings/Tags.md @@ -78,7 +78,7 @@ Alternatively, if you update the tag details in your accounting integration, be # Deep Dive ## Make tags required You can require tags for any workspace expenses by enabling People must tag expenses on the Tags page by navigating to Settings > Workspace > Group > [Workspace Name] > Tags. -# FAQ +{% include faq-begin.md %} ## What are the different tag options? If you want your second tag to depend on the first one, use dependent tags. Include GL codes if needed, especially when using accounting integrations. @@ -91,4 +91,4 @@ Multi-level tagging is only available with the Control type policy. ## I can’t see "Do you want to use multiple level tags" feature on my company's expense workspace. Why is that? If you are connected to an accounting integration, you will not see this feature. You will need to add those tags in your integration first, then sync the connection. - +{% include faq-end.md %} diff --git a/docs/articles/new-expensify/bank-accounts/Connect-a-Bank-Account.md b/docs/articles/new-expensify/bank-accounts/Connect-a-Bank-Account.md index de66315f2d79..307641c9c605 100644 --- a/docs/articles/new-expensify/bank-accounts/Connect-a-Bank-Account.md +++ b/docs/articles/new-expensify/bank-accounts/Connect-a-Bank-Account.md @@ -114,7 +114,7 @@ If you get a generic error message that indicates, "Something's gone wrong", ple 8. If you have another phone available, try to follow these steps on that device If the issue persists, please contact your Account Manager or Concierge for further troubleshooting assistance. -# FAQ +{% include faq-begin.md %} ## What is a Beneficial Owner? A Beneficial Owner refers to an **individual** who owns 25% or more of the business. If no individual owns 25% or more of the business, the company does not have a Beneficial Owner. @@ -140,3 +140,4 @@ It's a good idea to wait till the end of that second business day. If you still Make sure to reach out to your Account Manager or Concierge once that's all set, and our team will be able to re-trigger those three test transactions! +{% include faq-end.md %} diff --git a/docs/articles/new-expensify/billing-and-plan-types/The-Free-Plan.md b/docs/articles/new-expensify/billing-and-plan-types/The-Free-Plan.md index 3b79072aa393..b036c5b087d2 100644 --- a/docs/articles/new-expensify/billing-and-plan-types/The-Free-Plan.md +++ b/docs/articles/new-expensify/billing-and-plan-types/The-Free-Plan.md @@ -60,7 +60,7 @@ Request an edit an expense or remove an expense before you pay, you can let your - Automatic submission is already set up, so your admin can pay you back immediately once you create an expense. - Your admin will get a notification when you send them a new expense, but you can also remind them to pay you by making a comment in the Report History section of your Processing report or chatting with them on new.expensify.com. -# FAQs +{% include faq-begin.md %} ## Do I need a business bank account to use the Free Plan? @@ -145,3 +145,5 @@ Depending on how quickly you report it to us, we may be able to help cancel a re ## As an admin, can I edit users’ expenses and delete them from reports? No. Only users can edit and delete expenses on the Free plan. Admin control of submitted expenses on a workspace is a feature of our paid plans. If you need something changed, let the user know by commenting in the Report History section of the report on www.expensify.com or by chatting with them in new.expensify.com. + +{% include faq-end.md %} diff --git a/docs/articles/new-expensify/chat/Introducing-Expensify-Chat.md b/docs/articles/new-expensify/chat/Introducing-Expensify-Chat.md index 25ccdefad261..c7ae49e02292 100644 --- a/docs/articles/new-expensify/chat/Introducing-Expensify-Chat.md +++ b/docs/articles/new-expensify/chat/Introducing-Expensify-Chat.md @@ -136,7 +136,7 @@ You will receive a whisper from Concierge any time your content has been flagged *Note: Any message sent in public chat rooms are automatically reviewed by an automated system looking for offensive content and sent to our moderators for final decisions if it is found.* -# FAQs +{% include faq-begin.md %} ## What are the #announce and #admins rooms? @@ -162,3 +162,4 @@ The way your chats display in the left-hand menu is customizable. We offer two d - #focus mode will display only unread and pinned chats, and will sort them alphabetically. This setting is perfect for when you need to cut distractions and focus on a crucial project. You can find your display mode by clicking on your Profile > Preferences > Priority Mode. +{% include faq-end.md %} diff --git a/docs/articles/new-expensify/payments/Distance-Requests.md b/docs/articles/new-expensify/payments/Distance-Requests.md index 91b88409be8b..899cb48fd1f5 100644 --- a/docs/articles/new-expensify/payments/Distance-Requests.md +++ b/docs/articles/new-expensify/payments/Distance-Requests.md @@ -20,8 +20,9 @@ Expensify allows you to request reimbursement for mileage by creating a distance -# FAQs +{% include faq-begin.md %} ## Is there an easy way to reuse recent locations? Yes! We save your recently used locations and list them out on the page where you select the Start and Finish. +{% include faq-end.md %} diff --git a/docs/articles/new-expensify/payments/Referral-Program.md b/docs/articles/new-expensify/payments/Referral-Program.md index 6ffb923aeb76..a1b1043dff47 100644 --- a/docs/articles/new-expensify/payments/Referral-Program.md +++ b/docs/articles/new-expensify/payments/Referral-Program.md @@ -31,7 +31,7 @@ The sky's the limit for this referral program! Your referral can be anyone - a f For now, referral rewards will be paid via direct deposit into bank accounts that are connected to Expensify. -# FAQ +{% include faq-begin.md %} - **How will I know if I'm the first person to refer a company to Expensify?** @@ -54,3 +54,4 @@ Expensify reserves the right to modify the terms of the referral program at any - **Where can I find my referral link?** In New Expensify, go to **Settings** > **Share code** > **Get $250** to retrieve your invite link. +{% include faq-end.md %} diff --git a/docs/articles/new-expensify/payments/Request-Money.md b/docs/articles/new-expensify/payments/Request-Money.md index 43a72a075de7..9aac4787484c 100644 --- a/docs/articles/new-expensify/payments/Request-Money.md +++ b/docs/articles/new-expensify/payments/Request-Money.md @@ -31,6 +31,7 @@ These two features ensure you can live in the moment and settle up afterward. - Enter a reason for the split - The split is then shared equally between the attendees -# FAQs +{% include faq-begin.md %} ## Can I request money from more than one person at a time? If you need to request money for more than one person at a time, you’ll want to use the Split Bill feature. The Request Money option is for one-to-one payments between two people. +{% include faq-end.md %} diff --git a/docs/articles/new-expensify/workspace-and-domain-settings/Domain-Settings-Overview.md b/docs/articles/new-expensify/workspace-and-domain-settings/Domain-Settings-Overview.md index cf2f0f59a4a0..40d759479390 100644 --- a/docs/articles/new-expensify/workspace-and-domain-settings/Domain-Settings-Overview.md +++ b/docs/articles/new-expensify/workspace-and-domain-settings/Domain-Settings-Overview.md @@ -131,10 +131,12 @@ To enable SAML SSO in Expensify you will first need to claim and verify your dom - For disputing digital Expensify Card purchases, two-factor authentication must be enabled. - It might take up to 2 hours for domain-level enforcement to take effect, and users will be prompted to configure their individual 2FA settings on their next login to Expensify. -# FAQ +{% include faq-begin.md %} ## How many domains can I have? You can manage multiple domains by adding them through **Settings > Domains > New Domain**. However, to verify additional domains, you must be a Workspace Admin on a Control Workspace. Keep in mind that the Collect plan allows verification for just one domain. ## What’s the difference between claiming a domain and verifying a domain? Claiming a domain is limited to users with matching email domains, and allows Workspace Admins with a company email to manage bills, company cards, and reconciliation. Verifying a domain offers extra features and security. + +{% include faq-end.md %} diff --git a/src/CONST.ts b/src/CONST.ts index 19ae943970fc..c6849db630f2 100755 --- a/src/CONST.ts +++ b/src/CONST.ts @@ -1180,6 +1180,7 @@ const CONST = { EXPENSIFY: 'Expensify', VBBA: 'ACH', }, + DEFAULT_AMOUNT: 0, TYPE: { SEND: 'send', SPLIT: 'split', @@ -2890,8 +2891,10 @@ const CONST = { ATTACHMENT: 'common.attachment', }, TEACHERS_UNITE: { - PUBLIC_ROOM_ID: '7470147100835202', - POLICY_ID: 'B795B6319125BDF2', + PROD_PUBLIC_ROOM_ID: '7470147100835202', + PROD_POLICY_ID: 'B795B6319125BDF2', + TEST_PUBLIC_ROOM_ID: '207591744844000', + TEST_POLICY_ID: 'ABD1345ED7293535', POLICY_NAME: 'Expensify.org / Teachers Unite!', PUBLIC_ROOM_NAME: '#teachers-unite', }, diff --git a/src/libs/actions/IOU.js b/src/libs/actions/IOU.js index f35cc522ba76..f2584cb8accd 100644 --- a/src/libs/actions/IOU.js +++ b/src/libs/actions/IOU.js @@ -1109,6 +1109,21 @@ function updateMoneyRequestDate(transactionID, transactionThreadReportID, val) { API.write('UpdateMoneyRequestDate', params, onyxData); } +/** + * Updates the merchant field of a money request + * + * @param {String} transactionID + * @param {Number} transactionThreadReportID + * @param {String} val + */ +function updateMoneyRequestMerchant(transactionID, transactionThreadReportID, val) { + const transactionChanges = { + merchant: val, + }; + const {params, onyxData} = getUpdateMoneyRequestParams(transactionID, transactionThreadReportID, transactionChanges, true); + API.write('UpdateMoneyRequestMerchant', params, onyxData); +} + /** * Updates the created date of a money request * @@ -3590,6 +3605,7 @@ export { setUpDistanceTransaction, navigateToNextPage, updateMoneyRequestDate, + updateMoneyRequestMerchant, updateMoneyRequestTag, updateMoneyRequestAmountAndCurrency, replaceReceipt, diff --git a/src/libs/actions/Policy.js b/src/libs/actions/Policy.js index 27f879626f8b..a21b795fa89a 100644 --- a/src/libs/actions/Policy.js +++ b/src/libs/actions/Policy.js @@ -1303,7 +1303,7 @@ function createWorkspace(policyOwnerEmail = '', makeMeAdmin = false, policyName onyxMethod: Onyx.METHOD.MERGE, key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${announceChatReportID}`, value: { - [_.keys(announceChatData)[0]]: { + [announceCreatedReportActionID]: { pendingAction: null, }, }, @@ -1322,7 +1322,7 @@ function createWorkspace(policyOwnerEmail = '', makeMeAdmin = false, policyName onyxMethod: Onyx.METHOD.MERGE, key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${adminsChatReportID}`, value: { - [_.keys(adminsChatData)[0]]: { + [adminsCreatedReportActionID]: { pendingAction: null, }, }, @@ -1341,7 +1341,7 @@ function createWorkspace(policyOwnerEmail = '', makeMeAdmin = false, policyName onyxMethod: Onyx.METHOD.MERGE, key: `${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${expenseChatReportID}`, value: { - [_.keys(expenseChatData)[0]]: { + [expenseCreatedReportActionID]: { pendingAction: null, }, }, diff --git a/src/libs/actions/Report.ts b/src/libs/actions/Report.ts index cef236a3e1bb..52de1bbdd11c 100644 --- a/src/libs/actions/Report.ts +++ b/src/libs/actions/Report.ts @@ -940,6 +940,7 @@ function readNewestAction(reportID: string) { }; API.write('ReadNewestAction', parameters, {optimisticData}); + DeviceEventEmitter.emit(`readNewestAction_${reportID}`, lastReadTime); } /** diff --git a/src/libs/actions/TeachersUnite.js b/src/libs/actions/TeachersUnite.js index 98b1f82629a4..45bd70528c32 100644 --- a/src/libs/actions/TeachersUnite.js +++ b/src/libs/actions/TeachersUnite.js @@ -28,16 +28,18 @@ Onyx.connect({ * @param {String} partnerUserID * @param {String} firstName * @param {String} lastName + * @param {String} policyID + * @param {String} publicRoomReportID - This is the global reportID for the public room, we'll ignore the optimistic one */ -function referTeachersUniteVolunteer(partnerUserID, firstName, lastName) { - const optimisticPublicRoom = ReportUtils.buildOptimisticChatReport([], CONST.TEACHERS_UNITE.PUBLIC_ROOM_NAME, CONST.REPORT.CHAT_TYPE.POLICY_ROOM, CONST.TEACHERS_UNITE.POLICY_ID); +function referTeachersUniteVolunteer(partnerUserID, firstName, lastName, policyID, publicRoomReportID) { + const optimisticPublicRoom = ReportUtils.buildOptimisticChatReport([], CONST.TEACHERS_UNITE.PUBLIC_ROOM_NAME, CONST.REPORT.CHAT_TYPE.POLICY_ROOM, policyID); const optimisticData = [ { onyxMethod: Onyx.METHOD.SET, - key: `${ONYXKEYS.COLLECTION.REPORT}${optimisticPublicRoom.reportID}`, + key: `${ONYXKEYS.COLLECTION.REPORT}${publicRoomReportID}`, value: { ...optimisticPublicRoom, - reportID: optimisticPublicRoom.reportID, + reportID: publicRoomReportID, policyName: CONST.TEACHERS_UNITE.POLICY_NAME, }, }, @@ -45,14 +47,14 @@ function referTeachersUniteVolunteer(partnerUserID, firstName, lastName) { API.write( 'ReferTeachersUniteVolunteer', { - publicRoomReportID: optimisticPublicRoom.reportID, + reportID: publicRoomReportID, firstName, lastName, partnerUserID, }, {optimisticData}, ); - Navigation.dismissModal(CONST.TEACHERS_UNITE.PUBLIC_ROOM_ID); + Navigation.dismissModal(publicRoomReportID); } /** @@ -60,10 +62,10 @@ function referTeachersUniteVolunteer(partnerUserID, firstName, lastName) { * @param {String} firstName * @param {String} partnerUserID * @param {String} lastName + * @param {String} policyID */ -function addSchoolPrincipal(firstName, partnerUserID, lastName) { +function addSchoolPrincipal(firstName, partnerUserID, lastName, policyID) { const policyName = CONST.TEACHERS_UNITE.POLICY_NAME; - const policyID = CONST.TEACHERS_UNITE.POLICY_ID; const loggedInEmail = OptionsListUtils.addSMSDomainIfPhoneNumber(sessionEmail); const reportCreationData = {}; @@ -85,6 +87,7 @@ function addSchoolPrincipal(firstName, partnerUserID, lastName) { firstName, lastName, partnerUserID, + policyID, reportCreationData: JSON.stringify(reportCreationData), }, { diff --git a/src/libs/actions/Transaction.ts b/src/libs/actions/Transaction.ts index f8bfa5fe78fd..674d0c000656 100644 --- a/src/libs/actions/Transaction.ts +++ b/src/libs/actions/Transaction.ts @@ -64,6 +64,7 @@ function saveWaypoint(transactionID: string, index: string, waypoint: RecentWayp [`waypoint${index}`]: waypoint, }, }, + amount: CONST.IOU.DEFAULT_AMOUNT, // Empty out errors when we're saving a new waypoint as this indicates the user is updating their input errorFields: { route: null, @@ -132,6 +133,7 @@ function removeWaypoint(transaction: Transaction, currentIndex: string, isDraft: ...transaction.comment, waypoints: reIndexedWaypoints, }, + amount: CONST.IOU.DEFAULT_AMOUNT, }; if (!isRemovedWaypointEmpty) { @@ -244,7 +246,7 @@ function updateWaypoints(transactionID: string, waypoints: WaypointCollection, i comment: { waypoints, }, - + amount: CONST.IOU.DEFAULT_AMOUNT, // Empty out errors when we're saving new waypoints as this indicates the user is updating their input errorFields: { route: null, diff --git a/src/pages/EditRequestPage.js b/src/pages/EditRequestPage.js index bc05c110ab2f..b322f4eb106c 100644 --- a/src/pages/EditRequestPage.js +++ b/src/pages/EditRequestPage.js @@ -145,6 +145,29 @@ function EditRequestPage({report, route, policyCategories, policyTags, parentRep [transaction, report], ); + const saveMerchant = useCallback( + ({merchant: newMerchant}) => { + const newTrimmedMerchant = newMerchant.trim(); + + // In case the merchant hasn't been changed, do not make the API request. + // In case the merchant has been set to empty string while current merchant is partial, do nothing too. + if (newTrimmedMerchant === transactionMerchant || (newTrimmedMerchant === '' && transactionMerchant === CONST.TRANSACTION.PARTIAL_TRANSACTION_MERCHANT)) { + Navigation.dismissModal(); + return; + } + + // This is possible only in case of IOU requests. + if (newTrimmedMerchant === '') { + IOU.updateMoneyRequestMerchant(transaction.transactionID, report.reportID, CONST.TRANSACTION.PARTIAL_TRANSACTION_MERCHANT); + return; + } + + IOU.updateMoneyRequestMerchant(transaction.transactionID, report.reportID, newMerchant); + Navigation.dismissModal(); + }, + [transactionMerchant, transaction, report], + ); + const saveTag = useCallback( ({tag: newTag}) => { let updatedTag = newTag; @@ -203,23 +226,7 @@ function EditRequestPage({report, route, policyCategories, policyTags, parentRep { - const newTrimmedMerchant = transactionChanges.merchant.trim(); - - // In case the merchant hasn't been changed, do not make the API request. - // In case the merchant has been set to empty string while current merchant is partial, do nothing too. - if (newTrimmedMerchant === transactionMerchant || (newTrimmedMerchant === '' && transactionMerchant === CONST.TRANSACTION.PARTIAL_TRANSACTION_MERCHANT)) { - Navigation.dismissModal(); - return; - } - - // This is possible only in case of IOU requests. - if (newTrimmedMerchant === '') { - editMoneyRequest({merchant: CONST.TRANSACTION.PARTIAL_TRANSACTION_MERCHANT}); - return; - } - editMoneyRequest({merchant: newTrimmedMerchant}); - }} + onSubmit={saveMerchant} /> ); } diff --git a/src/pages/FlagCommentPage.js b/src/pages/FlagCommentPage.js index 6c6421593837..47d2ad356dad 100644 --- a/src/pages/FlagCommentPage.js +++ b/src/pages/FlagCommentPage.js @@ -13,7 +13,6 @@ import withLocalize, {withLocalizePropTypes} from '@components/withLocalize'; import useThemeStyles from '@hooks/useThemeStyles'; import compose from '@libs/compose'; import Navigation from '@libs/Navigation/Navigation'; -import * as ReportActionsUtils from '@libs/ReportActionsUtils'; import * as ReportUtils from '@libs/ReportUtils'; import * as Report from '@userActions/Report'; import * as Session from '@userActions/Session'; @@ -43,10 +42,15 @@ const propTypes = { }).isRequired, ...withLocalizePropTypes, + + /* Onyx Props */ + /** All the report actions from the parent report */ + parentReportActions: PropTypes.objectOf(PropTypes.shape(reportActionPropTypes)), }; const defaultProps = { reportActions: {}, + parentReportActions: {}, report: {}, }; @@ -120,18 +124,19 @@ function FlagCommentPage(props) { // Handle threads if needed if (reportAction === undefined || reportAction.reportActionID === undefined) { - reportAction = ReportActionsUtils.getParentReportAction(props.report); + reportAction = props.parentReportActions[props.report.parentReportActionID] || {}; } return reportAction; - }, [props.report, props.reportActions, props.route.params.reportActionID]); + }, [props.report, props.reportActions, props.route.params.reportActionID, props.parentReportActions]); const flagComment = (severity) => { let reportID = getReportID(props.route); const reportAction = getActionToFlag(); + const parentReportAction = props.parentReportActions[props.report.parentReportActionID] || {}; // Handle threads if needed - if (ReportUtils.isChatThread(props.report) && reportAction.reportActionID === ReportActionsUtils.getParentReportAction(props.report).reportActionID) { + if (ReportUtils.isChatThread(props.report) && reportAction.reportActionID === parentReportAction.reportActionID) { reportID = ReportUtils.getParentReport(props.report).reportID; } diff --git a/src/pages/ProfilePage.js b/src/pages/ProfilePage.js index 0618f0ad2a9d..8432d25b6ad7 100755 --- a/src/pages/ProfilePage.js +++ b/src/pages/ProfilePage.js @@ -134,7 +134,8 @@ function ProfilePage(props) { const navigateBackTo = lodashGet(props.route, 'params.backTo', ROUTES.HOME); - const notificationPreference = !_.isEmpty(props.report) ? props.translate(`notificationPreferencesPage.notificationPreferences.${props.report.notificationPreference}`) : ''; + const shouldShowNotificationPreference = !_.isEmpty(props.report) && props.report.notificationPreference !== CONST.REPORT.NOTIFICATION_PREFERENCE.HIDDEN; + const notificationPreference = shouldShowNotificationPreference ? props.translate(`notificationPreferencesPage.notificationPreferences.${props.report.notificationPreference}`) : ''; // eslint-disable-next-line rulesdir/prefer-early-return useEffect(() => { @@ -227,7 +228,7 @@ function ProfilePage(props) { ) : null} {shouldShowLocalTime && } - {!_.isEmpty(props.report) && notificationPreference !== CONST.REPORT.NOTIFICATION_PREFERENCE.HIDDEN && ( + {shouldShowNotificationPreference && ( { - TeachersUnite.addSchoolPrincipal(values.firstName.trim(), values.partnerUserID.trim(), values.lastName.trim()); + const policyID = isProduction ? CONST.TEACHERS_UNITE.PROD_POLICY_ID : CONST.TEACHERS_UNITE.TEST_POLICY_ID; + TeachersUnite.addSchoolPrincipal(values.firstName.trim(), values.partnerUserID.trim(), values.lastName.trim(), policyID); }; /** diff --git a/src/pages/TeachersUnite/KnowATeacherPage.js b/src/pages/TeachersUnite/KnowATeacherPage.js index 61e03017b7ea..5b8c9455ba38 100644 --- a/src/pages/TeachersUnite/KnowATeacherPage.js +++ b/src/pages/TeachersUnite/KnowATeacherPage.js @@ -11,6 +11,7 @@ import HeaderWithBackButton from '@components/HeaderWithBackButton'; import ScreenWrapper from '@components/ScreenWrapper'; import Text from '@components/Text'; import TextInput from '@components/TextInput'; +import useEnvironment from '@hooks/useEnvironment'; import useLocalize from '@hooks/useLocalize'; import useThemeStyles from '@hooks/useThemeStyles'; import * as ErrorUtils from '@libs/ErrorUtils'; @@ -37,6 +38,7 @@ const defaultProps = { function KnowATeacherPage(props) { const styles = useThemeStyles(); const {translate} = useLocalize(); + const {isProduction} = useEnvironment(); /** * Submit form to pass firstName, partnerUserID and lastName @@ -52,7 +54,9 @@ function KnowATeacherPage(props) { const firstName = values.firstName.trim(); const lastName = values.lastName.trim(); - TeachersUnite.referTeachersUniteVolunteer(contactMethod, firstName, lastName); + const policyID = isProduction ? CONST.TEACHERS_UNITE.PROD_POLICY_ID : CONST.TEACHERS_UNITE.TEST_POLICY_ID; + const publicRoomReportID = isProduction ? CONST.TEACHERS_UNITE.PROD_PUBLIC_ROOM_ID : CONST.TEACHERS_UNITE.TEST_PUBLIC_ROOM_ID; + TeachersUnite.referTeachersUniteVolunteer(contactMethod, firstName, lastName, policyID, publicRoomReportID); }; /** diff --git a/src/pages/TeachersUnite/SaveTheWorldPage.js b/src/pages/TeachersUnite/SaveTheWorldPage.js index 36e03f0b4716..107c0e39b6a0 100644 --- a/src/pages/TeachersUnite/SaveTheWorldPage.js +++ b/src/pages/TeachersUnite/SaveTheWorldPage.js @@ -1,8 +1,5 @@ -import _ from 'lodash'; -import PropTypes from 'prop-types'; import React from 'react'; import {View} from 'react-native'; -import {withOnyx} from 'react-native-onyx'; import IllustratedHeaderPageLayout from '@components/IllustratedHeaderPageLayout'; import LottieAnimations from '@components/LottieAnimations'; import MenuItem from '@components/MenuItem'; @@ -11,28 +8,13 @@ import useLocalize from '@hooks/useLocalize'; import useTheme from '@hooks/useTheme'; import useThemeStyles from '@hooks/useThemeStyles'; import Navigation from '@libs/Navigation/Navigation'; -import CONST from '@src/CONST'; -import ONYXKEYS from '@src/ONYXKEYS'; import ROUTES from '@src/ROUTES'; import SCREENS from '@src/SCREENS'; -const propTypes = { - /** The list of this user's policies */ - policy: PropTypes.shape({ - /** The user's role in the policy */ - role: PropTypes.string, - }), -}; - -const defaultProps = { - policy: {}, -}; - -function SaveTheWorldPage(props) { +function SaveTheWorldPage() { const theme = useTheme(); const styles = useThemeStyles(); const {translate} = useLocalize(); - const isTeacherAlreadyInvited = !_.isUndefined(props.policy) && props.policy.role === CONST.POLICY.ROLE.USER; return ( Navigation.navigate(ROUTES.I_KNOW_A_TEACHER)} /> - {!isTeacherAlreadyInvited && ( - Navigation.navigate(ROUTES.I_AM_A_TEACHER)} - /> - )} + Navigation.navigate(ROUTES.I_AM_A_TEACHER)} + /> ); } -SaveTheWorldPage.propTypes = propTypes; -SaveTheWorldPage.defaultProps = defaultProps; SaveTheWorldPage.displayName = 'SaveTheWorldPage'; - -export default withOnyx({ - policy: { - key: () => `${ONYXKEYS.COLLECTION.POLICY}${CONST.TEACHERS_UNITE.POLICY_ID}`, - }, -})(SaveTheWorldPage); +export default SaveTheWorldPage; diff --git a/src/pages/home/report/ReportActionsList.js b/src/pages/home/report/ReportActionsList.js index 2009dc9a102d..fe054ecc462c 100644 --- a/src/pages/home/report/ReportActionsList.js +++ b/src/pages/home/report/ReportActionsList.js @@ -144,7 +144,7 @@ function ReportActionsList({ const route = useRoute(); const opacity = useSharedValue(0); const userActiveSince = useRef(null); - const unreadActionSubscription = useRef(null); + const markerInit = () => { if (!cacheUnreadMarkers.has(report.reportID)) { return null; @@ -236,20 +236,26 @@ function ReportActionsList({ }, [report.lastReadTime, report.reportID]); useEffect(() => { - // If the reportID changes, we reset the userActiveSince to null, we need to do it because - // this component doesn't unmount when the reportID changes - if (unreadActionSubscription.current) { - unreadActionSubscription.current.remove(); - unreadActionSubscription.current = null; - } - - // Listen to specific reportID for unread event and set the marker to new message - unreadActionSubscription.current = DeviceEventEmitter.addListener(`unreadAction_${report.reportID}`, (newLastReadTime) => { + const resetUnreadMarker = (newLastReadTime) => { cacheUnreadMarkers.delete(report.reportID); lastReadTimeRef.current = newLastReadTime; setCurrentUnreadMarker(null); + }; + + const unreadActionSubscription = DeviceEventEmitter.addListener(`unreadAction_${report.reportID}`, (newLastReadTime) => { + resetUnreadMarker(newLastReadTime); setMessageManuallyMarkedUnread(new Date().getTime()); }); + + const readNewestActionSubscription = DeviceEventEmitter.addListener(`readNewestAction_${report.reportID}`, (newLastReadTime) => { + resetUnreadMarker(newLastReadTime); + setMessageManuallyMarkedUnread(0); + }); + + return () => { + unreadActionSubscription.remove(); + readNewestActionSubscription.remove(); + }; }, [report.reportID]); useEffect(() => { diff --git a/tests/actions/PolicyTest.js b/tests/actions/PolicyTest.js new file mode 100644 index 000000000000..5a994aaf600e --- /dev/null +++ b/tests/actions/PolicyTest.js @@ -0,0 +1,191 @@ +import _ from 'lodash'; +import Onyx from 'react-native-onyx'; +import CONST from '@src/CONST'; +import OnyxUpdateManager from '../../src/libs/actions/OnyxUpdateManager'; +import * as Policy from '../../src/libs/actions/Policy'; +import ONYXKEYS from '../../src/ONYXKEYS'; +import * as TestHelper from '../utils/TestHelper'; +import waitForBatchedUpdates from '../utils/waitForBatchedUpdates'; + +const ESH_EMAIL = 'eshgupta1217@gmail.com'; +const ESH_ACCOUNT_ID = 1; +const WORKSPACE_NAME = "Esh's Workspace"; + +OnyxUpdateManager(); +describe('actions/Policy', () => { + beforeAll(() => { + Onyx.init({ + keys: ONYXKEYS, + }); + }); + + beforeEach(() => { + global.fetch = TestHelper.getGlobalFetchMock(); + return Onyx.clear().then(waitForBatchedUpdates); + }); + + describe('createWorkspace', () => { + it('creates a new workspace', async () => { + fetch.pause(); + Onyx.set(ONYXKEYS.SESSION, {email: ESH_EMAIL, accountID: ESH_ACCOUNT_ID}); + await waitForBatchedUpdates(); + + let adminReportID; + let announceReportID; + let expenseReportID; + const policyID = Policy.generatePolicyID(); + + Policy.createWorkspace(ESH_EMAIL, true, WORKSPACE_NAME, policyID); + await waitForBatchedUpdates(); + + let policy = await new Promise((resolve) => { + const connectionID = Onyx.connect({ + key: `${ONYXKEYS.COLLECTION.POLICY}${policyID}`, + waitForCollectionCallback: true, + callback: (workspace) => { + Onyx.disconnect(connectionID); + resolve(workspace); + }, + }); + }); + + // check if policy was created with correct values + expect(policy.id).toBe(policyID); + expect(policy.name).toBe(WORKSPACE_NAME); + expect(policy.type).toBe(CONST.POLICY.TYPE.FREE); + expect(policy.role).toBe(CONST.POLICY.ROLE.ADMIN); + expect(policy.owner).toBe(ESH_EMAIL); + expect(policy.isPolicyExpenseChatEnabled).toBe(true); + expect(policy.pendingAction).toBe(CONST.RED_BRICK_ROAD_PENDING_ACTION.ADD); + + const policyMembers = await new Promise((resolve) => { + const connectionID = Onyx.connect({ + key: `${ONYXKEYS.COLLECTION.POLICY_MEMBERS}${policyID}`, + waitForCollectionCallback: true, + callback: (members) => { + Onyx.disconnect(connectionID); + resolve(members); + }, + }); + }); + + // check if the user was added as an admin to the policy + expect(policyMembers[ESH_ACCOUNT_ID].role).toBe(CONST.POLICY.ROLE.ADMIN); + + let allReports = await new Promise((resolve) => { + const connectionID = Onyx.connect({ + key: ONYXKEYS.COLLECTION.REPORT, + waitForCollectionCallback: true, + callback: (reports) => { + Onyx.disconnect(connectionID); + resolve(reports); + }, + }); + }); + + // Three reports should be created: #announce, #admins and expense report + const workspaceReports = _.filter(allReports, (report) => report.policyID === policyID); + expect(_.size(workspaceReports)).toBe(3); + _.forEach(workspaceReports, (report) => { + expect(report.pendingFields.addWorkspaceRoom).toBe(CONST.RED_BRICK_ROAD_PENDING_ACTION.ADD); + expect(report.participantAccountIDs).toEqual([ESH_ACCOUNT_ID]); + switch (report.chatType) { + case CONST.REPORT.CHAT_TYPE.POLICY_ADMINS: { + adminReportID = report.reportID; + break; + } + case CONST.REPORT.CHAT_TYPE.POLICY_ANNOUNCE: { + announceReportID = report.reportID; + break; + } + case CONST.REPORT.CHAT_TYPE.POLICY_EXPENSE_CHAT: { + expenseReportID = report.reportID; + break; + } + default: + break; + } + }); + + let reportActions = await new Promise((resolve) => { + const connectionID = Onyx.connect({ + key: ONYXKEYS.COLLECTION.REPORT_ACTIONS, + waitForCollectionCallback: true, + callback: (actions) => { + Onyx.disconnect(connectionID); + resolve(actions); + }, + }); + }); + + // Each of the three reports should have a a `CREATED` action. + let adminReportActions = _.values(reportActions[`${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${adminReportID}`]); + let announceReportActions = _.values(reportActions[`${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${announceReportID}`]); + let expenseReportActions = _.values(reportActions[`${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${expenseReportID}`]); + let workspaceReportActions = _.concat(adminReportActions, announceReportActions, expenseReportActions); + _.forEach([adminReportActions, announceReportActions, expenseReportActions], (actions) => { + expect(_.size(actions)).toBe(1); + }); + _.forEach([...adminReportActions, ...announceReportActions, ...expenseReportActions], (reportAction) => { + expect(reportAction.actionName).toBe(CONST.REPORT.ACTIONS.TYPE.CREATED); + expect(reportAction.pendingAction).toBe(CONST.RED_BRICK_ROAD_PENDING_ACTION.ADD); + expect(reportAction.actorAccountID).toBe(ESH_ACCOUNT_ID); + }); + + // Check for success data + fetch.resume(); + await waitForBatchedUpdates(); + + policy = await new Promise((resolve) => { + const connectionID = Onyx.connect({ + key: ONYXKEYS.COLLECTION.POLICY, + waitForCollectionCallback: true, + callback: (workspace) => { + Onyx.disconnect(connectionID); + resolve(workspace); + }, + }); + }); + + // Check if the policy pending action was cleared + expect(policy.pendingAction).toBeFalsy(); + + allReports = await new Promise((resolve) => { + const connectionID = Onyx.connect({ + key: ONYXKEYS.COLLECTION.REPORT, + waitForCollectionCallback: true, + callback: (reports) => { + Onyx.disconnect(connectionID); + resolve(reports); + }, + }); + }); + + // Check if the report pending action and fields were cleared + _.forEach(allReports, (report) => { + expect(report.pendingAction).toBeFalsy(); + expect(report.pendingFields.addWorkspaceRoom).toBeFalsy(); + }); + + reportActions = await new Promise((resolve) => { + const connectionID = Onyx.connect({ + key: ONYXKEYS.COLLECTION.REPORT_ACTIONS, + waitForCollectionCallback: true, + callback: (actions) => { + Onyx.disconnect(connectionID); + resolve(actions); + }, + }); + }); + + // Check if the report action pending action was cleared + adminReportActions = _.values(reportActions[`${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${adminReportID}`]); + announceReportActions = _.values(reportActions[`${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${announceReportID}`]); + expenseReportActions = _.values(reportActions[`${ONYXKEYS.COLLECTION.REPORT_ACTIONS}${expenseReportID}`]); + workspaceReportActions = _.concat(adminReportActions, announceReportActions, expenseReportActions); + _.forEach(workspaceReportActions, (reportAction) => { + expect(reportAction.pendingAction).toBeFalsy(); + }); + }); + }); +});