diff --git a/.eslintrc.js b/.eslintrc.js index 75a74ed371c4..83e9479ce0c4 100644 --- a/.eslintrc.js +++ b/.eslintrc.js @@ -116,7 +116,7 @@ module.exports = { }, { selector: ['parameter', 'method'], - format: ['camelCase'], + format: ['camelCase', 'PascalCase'], }, ], '@typescript-eslint/ban-types': [ diff --git a/.github/actions/javascript/bumpVersion/index.js b/.github/actions/javascript/bumpVersion/index.js index da08d1a060b6..830dbf626548 100644 --- a/.github/actions/javascript/bumpVersion/index.js +++ b/.github/actions/javascript/bumpVersion/index.js @@ -298,9 +298,6 @@ function getPreviousVersion(currentVersion, level) { if (patch === 0) { return getPreviousVersion(currentVersion, SEMANTIC_VERSION_LEVELS.MINOR); } - if (major === 1 && minor === 3 && patch === 83) { - return getVersionStringFromNumber(major, minor, patch - 2, 0); - } return getVersionStringFromNumber(major, minor, patch - 1, 0); } diff --git a/.github/actions/javascript/createOrUpdateStagingDeploy/index.js b/.github/actions/javascript/createOrUpdateStagingDeploy/index.js index 22ad59ed9588..561b8e61bc21 100644 --- a/.github/actions/javascript/createOrUpdateStagingDeploy/index.js +++ b/.github/actions/javascript/createOrUpdateStagingDeploy/index.js @@ -998,9 +998,6 @@ function getPreviousVersion(currentVersion, level) { if (patch === 0) { return getPreviousVersion(currentVersion, SEMANTIC_VERSION_LEVELS.MINOR); } - if (major === 1 && minor === 3 && patch === 83) { - return getVersionStringFromNumber(major, minor, patch - 2, 0); - } return getVersionStringFromNumber(major, minor, patch - 1, 0); } diff --git a/.github/actions/javascript/getDeployPullRequestList/index.js b/.github/actions/javascript/getDeployPullRequestList/index.js index 3aafda798c54..e42f97508bc5 100644 --- a/.github/actions/javascript/getDeployPullRequestList/index.js +++ b/.github/actions/javascript/getDeployPullRequestList/index.js @@ -961,9 +961,6 @@ function getPreviousVersion(currentVersion, level) { if (patch === 0) { return getPreviousVersion(currentVersion, SEMANTIC_VERSION_LEVELS.MINOR); } - if (major === 1 && minor === 3 && patch === 83) { - return getVersionStringFromNumber(major, minor, patch - 2, 0); - } return getVersionStringFromNumber(major, minor, patch - 1, 0); } diff --git a/.github/actions/javascript/getPreviousVersion/index.js b/.github/actions/javascript/getPreviousVersion/index.js index 6770ba99ba69..37db08db93e9 100644 --- a/.github/actions/javascript/getPreviousVersion/index.js +++ b/.github/actions/javascript/getPreviousVersion/index.js @@ -148,9 +148,6 @@ function getPreviousVersion(currentVersion, level) { if (patch === 0) { return getPreviousVersion(currentVersion, SEMANTIC_VERSION_LEVELS.MINOR); } - if (major === 1 && minor === 3 && patch === 83) { - return getVersionStringFromNumber(major, minor, patch - 2, 0); - } return getVersionStringFromNumber(major, minor, patch - 1, 0); } diff --git a/.github/libs/versionUpdater.js b/.github/libs/versionUpdater.js index b78178f443e6..78e8085621bd 100644 --- a/.github/libs/versionUpdater.js +++ b/.github/libs/versionUpdater.js @@ -118,9 +118,6 @@ function getPreviousVersion(currentVersion, level) { if (patch === 0) { return getPreviousVersion(currentVersion, SEMANTIC_VERSION_LEVELS.MINOR); } - if (major === 1 && minor === 3 && patch === 83) { - return getVersionStringFromNumber(major, minor, patch - 2, 0); - } return getVersionStringFromNumber(major, minor, patch - 1, 0); } diff --git a/.github/workflows/platformDeploy.yml b/.github/workflows/platformDeploy.yml index f5a5dc5e1616..1105f78da27a 100644 --- a/.github/workflows/platformDeploy.yml +++ b/.github/workflows/platformDeploy.yml @@ -104,6 +104,13 @@ jobs: name: android-sourcemap path: android/app/build/generated/sourcemaps/react/release/*.map + - name: Upload Android version to GitHub artifacts + if: ${{ !fromJSON(env.SHOULD_DEPLOY_PRODUCTION) }} + uses: actions/upload-artifact@v3 + with: + name: app-production-release.aab + path: android/app/build/outputs/bundle/productionRelease/app-production-release.aab + - name: Upload Android version to Browser Stack if: ${{ !fromJSON(env.SHOULD_DEPLOY_PRODUCTION) }} run: curl -u "$BROWSERSTACK" -X POST "https://api-cloud.browserstack.com/app-live/upload" -F "file=@./android/app/build/outputs/bundle/productionRelease/app-production-release.aab" @@ -238,6 +245,13 @@ jobs: name: ios-sourcemap path: main.jsbundle.map + - name: Upload iOS version to GitHub artifacts + if: ${{ !fromJSON(env.SHOULD_DEPLOY_PRODUCTION) }} + uses: actions/upload-artifact@v3 + with: + name: New Expensify.ipa + path: /Users/runner/work/App/App/New Expensify.ipa + - name: Upload iOS version to Browser Stack if: ${{ !fromJSON(env.SHOULD_DEPLOY_PRODUCTION) }} run: curl -u "$BROWSERSTACK" -X POST "https://api-cloud.browserstack.com/app-live/upload" -F "file=@/Users/runner/work/App/App/New Expensify.ipa" diff --git a/.well-known/apple-app-site-association b/.well-known/apple-app-site-association index 1e63fdcb2d52..b3adf0f59b9c 100644 --- a/.well-known/apple-app-site-association +++ b/.well-known/apple-app-site-association @@ -80,6 +80,10 @@ "/": "/search/*", "comment": "Search" }, + { + "/": "/send/*", + "comment": "Send money" + }, { "/": "/money2020/*", "comment": "Money 2020" diff --git a/android/app/build.gradle b/android/app/build.gradle index dc7f06edcb45..b8f59db4aecf 100644 --- a/android/app/build.gradle +++ b/android/app/build.gradle @@ -90,8 +90,8 @@ android { minSdkVersion rootProject.ext.minSdkVersion targetSdkVersion rootProject.ext.targetSdkVersion multiDexEnabled rootProject.ext.multiDexEnabled - versionCode 1001038402 - versionName "1.3.84-2" + versionCode 1001038601 + versionName "1.3.86-1" } flavorDimensions "default" diff --git a/android/app/src/main/AndroidManifest.xml b/android/app/src/main/AndroidManifest.xml index 7419d5b1e1a7..74e91caa91d5 100644 --- a/android/app/src/main/AndroidManifest.xml +++ b/android/app/src/main/AndroidManifest.xml @@ -70,6 +70,7 @@ + @@ -88,6 +89,7 @@ + diff --git a/docs/Gemfile.lock b/docs/Gemfile.lock index 27656eeb68f0..de99bbcb48ef 100644 --- a/docs/Gemfile.lock +++ b/docs/Gemfile.lock @@ -256,6 +256,7 @@ GEM PLATFORMS arm64-darwin-22 + arm64-darwin-23 x86_64-darwin-20 x86_64-darwin-21 diff --git a/docs/_sass/_main.scss b/docs/_sass/_main.scss index 3ad2276713da..c887849ffd99 100644 --- a/docs/_sass/_main.scss +++ b/docs/_sass/_main.scss @@ -371,9 +371,26 @@ button { flex-wrap: wrap; } + h1 { + font-size: 1.5em; + padding: 20px 0 12px 0; + } + + h2 { + font-size: 1.125em; + font-weight: 500; + font-family: "ExpensifyNewKansas", "Helvetica Neue", "Helvetica", Arial, sans-serif; + } + + h3 { + font-size: 1em; + font-family: "ExpensifyNeue", "Helvetica Neue", "Helvetica", Arial, sans-serif; + } + h2, h3 { - font-family: "ExpensifyNewKansas", "Helvetica Neue", "Helvetica", Arial, sans-serif; + margin: 0; + padding: 12px 0 12px 0; } blockquote { diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Add-a-Business-Bank-Account-(AUD).md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Add-a-Business-Bank-Account-(AUD).md deleted file mode 100644 index 1fa5734293ac..000000000000 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Add-a-Business-Bank-Account-(AUD).md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Add-a-Business-Bank-Account-(AUD).md -description: This article provides insight on setting up and using an Australian Business Bank account in Expensify. ---- - -# How to add an Australian business bank account (for admins) -A withdrawal account is the business bank account that you want to use to pay your employee reimbursements. - -_Your policy currency must be set to AUD and reimbursement setting set to Indirect to continue. If your main policy is used for something other than AUD, then you will need to create a new one and set that policy to AUD._ - -To set this up, you’ll run through the following steps: - -1. Go to **Settings > Your Account > Payments** and click **Add Verified Bank Account** -![Click the Verified Bank Account button in the bottom right-hand corner of the screen](https://help.expensify.com/assets/images/add-vba-australian-account.png){:width="100%"} - -2. Enter the required information to connect to your business bank account. If you don't know your Bank User ID/Direct Entry ID/APCA Number, please contact your bank and they will be able to provide this. -![Enter your information in each of the required fields](https://help.expensify.com/assets/images/add-vba-australian-account-modal.png){:width="100%"} - -3. Link the withdrawal account to your policy by heading to **Settings > Policies > Group > [Policy name] > Reimbursement** -4. Click **Direct reimbursement** -5. Set the default withdrawal account for processing reimbursements -6. Tell your employees to add their deposit accounts and start reimbursing. - -# How to delete a bank account -If you’re no longer using a bank account you previously connected to Expensify, you can delete it by doing the following: - -1. Navigate to Settings > Accounts > Payments -2. Click **Delete** -![Click the Delete button](https://help.expensify.com/assets/images/delete-australian-bank-account.png){:width="100%"} - -You can complete this process either via the web app (on a computer), or via the mobile app. - -# Deep Dive -## Bank-specific batch payment support - -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) -- 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) -- Bank of Queensland - [Payments file upload facility FAQ](https://www.boq.com.au/help-and-support/online-banking/ob-faqs-and-support/faq-pfuf) - -**Note:** Some financial institutions require an ABA file to include a *self-balancing transaction*. If you are unsure, please check with your bank to ensure whether to tick this option or not, as selecting an incorrect option will result in the ABA file not working with your bank's internet banking platform. - -## Enable Global Reimbursement - -If you have employees in other countries outside of Australia, you can now reimburse them directly using Global Reimbursement. - -To do this, you’ll first need to delete any existing Australian business bank accounts. Then, you’ll want to follow the instructions to enable Global Reimbursements 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 7c789942a2b3..b59f68a65ce6 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 @@ -1,5 +1,51 @@ --- -title: Business Bank Accounts - AUD -description: Business Bank Accounts - AUD +title: Add a Business Bank Account +description: This article provides insight on setting up and using an Australian Business Bank account in Expensify. --- -## Resource Coming Soon! + +# How to add an Australian business bank account (for admins) +A withdrawal account is the business bank account that you want to use to pay your employee reimbursements. + +_Your policy currency must be set to AUD and reimbursement setting set to Indirect to continue. If your main policy is used for something other than AUD, then you will need to create a new one and set that policy to AUD._ + +To set this up, you’ll run through the following steps: + +1. Go to **Settings > Your Account > Payments** and click **Add Verified Bank Account** +![Click the Verified Bank Account button in the bottom right-hand corner of the screen](https://help.expensify.com/assets/images/add-vba-australian-account.png){:width="100%"} + +2. Enter the required information to connect to your business bank account. If you don't know your Bank User ID/Direct Entry ID/APCA Number, please contact your bank and they will be able to provide this. +![Enter your information in each of the required fields](https://help.expensify.com/assets/images/add-vba-australian-account-modal.png){:width="100%"} + +3. Link the withdrawal account to your policy by heading to **Settings > Policies > Group > [Policy name] > Reimbursement** +4. Click **Direct reimbursement** +5. Set the default withdrawal account for processing reimbursements +6. Tell your employees to add their deposit accounts and start reimbursing. + +# How to delete a bank account +If you’re no longer using a bank account you previously connected to Expensify, you can delete it by doing the following: + +1. Navigate to Settings > Accounts > Payments +2. Click **Delete** +![Click the Delete button](https://help.expensify.com/assets/images/delete-australian-bank-account.png){:width="100%"} + +You can complete this process either via the web app (on a computer), or via the mobile app. + +# Deep Dive +## Bank-specific batch payment support + +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) +- 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) +- Bank of Queensland - [Payments file upload facility FAQ](https://www.boq.com.au/help-and-support/online-banking/ob-faqs-and-support/faq-pfuf) + +**Note:** Some financial institutions require an ABA file to include a *self-balancing transaction*. If you are unsure, please check with your bank to ensure whether to tick this option or not, as selecting an incorrect option will result in the ABA file not working with your bank's internet banking platform. + +## Enable Global Reimbursement + +If you have employees in other countries outside of Australia, you can now reimburse them directly using Global Reimbursement. + +To do this, you’ll first need to delete any existing Australian business bank accounts. Then, you’ll want to follow the instructions to enable Global Reimbursements diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Add-a-Deposit-Account-(AUD).md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/deposit-accounts/Deposit-Accounts-AUD.md similarity index 83% rename from docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Add-a-Deposit-Account-(AUD).md rename to docs/articles/expensify-classic/bank-accounts-and-credit-cards/deposit-accounts/Deposit-Accounts-AUD.md index 7273e5ece879..6114e98883e0 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/business-bank-accounts/Add-a-Deposit-Account-(AUD).md +++ b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/deposit-accounts/Deposit-Accounts-AUD.md @@ -1,12 +1,12 @@ --- -title: Add a Deposit Account (AUD) +title: Deposit Accounts (AUD) description: Expensify allows you to add a personal bank account to receive reimbursements for your expenses. We never take money out of this account — it is only a place for us to deposit funds from your employer. This article covers deposit accounts for Australian banks. --- ## How-to add your Australian personal deposit account information 1. Confirm with your Policy Admin that they’ve set up Global Reimbursment 2. Set your default policy (by selecting the correct policy after clicking on your profile picture) before adding your deposit account. -3. Go to *Settings > Account > Payments* and click *Add Deposit-Only Bank Account* +3. Go to **Settings > Account > Payments** and click **Add Deposit-Only Bank Account** ![Click the Add Deposit-Only Bank Account button](https://help.expensify.com/assets/images/add-australian-deposit-only-account.png){:width="100%"} 4. Enter your BSB, account number and name. If your screen looks different than the image below, that means your company hasn't enabled reimbursements through Expensify. Please contact your administrator and ask them to enable reimbursements. @@ -14,7 +14,7 @@ description: Expensify allows you to add a personal bank account to receive reim ![Fill in the required fields](https://help.expensify.com/assets/images/add-australian-deposit-only-account-modal.png){:width="100%"} # How-to delete a bank account -Bank accounts are easy to delete! Simply click the red “Delete” button in the bank account under *Settings > Account > Payments*. +Bank accounts are easy to delete! Simply click the red **Delete** button in the bank account under **Settings > Account > Payments**. ![Click the Delete button](https://help.expensify.com/assets/images/delete-australian-bank-account.png){:width="100%"} diff --git a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/deposit-accounts/Deposit-Accounts-AUS.md b/docs/articles/expensify-classic/bank-accounts-and-credit-cards/deposit-accounts/Deposit-Accounts-AUS.md deleted file mode 100644 index 61e6dfd95e38..000000000000 --- a/docs/articles/expensify-classic/bank-accounts-and-credit-cards/deposit-accounts/Deposit-Accounts-AUS.md +++ /dev/null @@ -1,5 +0,0 @@ ---- -title: Deposit Accounts - AUD -description: Deposit Accounts - AUD ---- -## Resource Coming Soon! 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 77aca2a01678..1d689f5b0355 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 @@ -1,5 +1,29 @@ --- title: Pay-per-use Subscription -description: Pay-per-use Subscription +description: Learn more about your pay-per-use subscription. --- -## Resource Coming Soon! +# Overview +Pay-per-use is a billing option for people who prefer to use Expensify month to month or on an as-needed basis. On a pay-per-use subscription, you will only pay for active users in that given month. + +**We recommend this billing setup for companies that use Expensify a few months out of the year**. If you have expenses to manage for more than 6 out of 12 months, an [**Annual Subscription**](https://help.expensify.com/articles/expensify-classic/billing-and-subscriptions/Annual-Subscription#gsc.tab=0) may better suit your needs. + +# How to start a pay-per-use subscription +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 + +## 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. + +You can review the number of Active Users by selecting “View Activity” next to your billing receipt (**Settings > Account > Payments > Billing History**). + +## Why do I have pay-per-use users in addition to my Annual Subscription on my Expensify bill? +If you have an Annual Subscription, but go above your set user count, we will charge at the pay-per-use rate for these ad-hoc users. + +If you expect to have an increased number of users for more than 3 out of 12 months, the most cost-effective approach is to increase your Annual Subscription size. + +## 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. + + 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 304c93d1da6d..ae6a9ca77db1 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 @@ -1,5 +1,55 @@ --- title: Expense Rules -description: Expense Rules +description: Expense rules allow you to automatically categorize, tag, and report expenses based on the merchant's name. + --- -## Resource Coming Soon! +# Overview +Expense rules allow you to automatically categorize, tag, and report expenses based on the merchant’s name. + +# How to use Expense Rules +**To create an expense rule, follow these steps:** +1. Navigate to **Settings > Account > Expense Rules** +2. Click on **New Rule** +3. Fill in the required information to set up your rule + +When creating an expense rule, you will be able to apply the following rules to expenses: + +![Insert alt text for accessibility here](https://help.expensify.com/assets/images/ExpensifyHelp_ExpenseRules_01.png){:width="100%"} + +- **Merchant:** Updates the merchant name, e.g., “Starbucks #238” could be changed to “Starbucks” +- **Category:** Applies a workspace category to the expense +- **Tag:** Applies a tag to the expense, e.g., a Department or Location +- **Description:** Adds a description to the description field on the expense +- **Reimbursability:** Determines whether the expense will be marked as reimbursable or non-reimbursable +- **Billable**: Determines whether the expense is billable +- **Add to a report named:** Adds the expense to a report with the name you type into the field. If no report with that name exists, a new report will be created + +## Tips on using Expense Rules +- If you'd like to apply a rule to all expenses (“Universal Rule”) rather than just one merchant, simply enter a period [.] and nothing else into the **“When the merchant name contains:”** field. **Note:** Universal Rules will always take precedence over all other rules for category (more on this below). +- You can apply a rule to previously entered expenses by checking the **Apply to existing matching expenses** checkbox. Click “Preview Matching Expenses” to see if your rule matches the intended expenses. +- You can create expense rules while editing an expense. To do this, simply check the box **“Create a rule based on your changes"** at the time of editing. Note that the expense must be saved, reopened, and edited for this option to appear. + + +![Insert alt text for accessibility here](https://help.expensify.com/assets/images/ExpensifyHelp_ExpenseRules_02.png){:width="100%"} + + +To delete an expense rule, go to **Settings > Account > Expense Rules**, scroll down to the rule you’d like to remove, and then click the trash can icon in the upper right corner of the rule: + +![Insert alt text for accessibility here](https://help.expensify.com/assets/images/ExpensifyHelp_ExpenseRules_03.png){:width="100%"} + +# Deep Dive +In general, your expense rules will be applied in order, from **top to bottom**, i.e., from the first rule. However, other settings can impact how expense rules are applied. Here is the hierarchy that determines how these are applied: +1. A Universal Rule will **always** precede over any other expense category rules. Rules that would otherwise change the expense category will **not** override the Universal Rule. +2. If Scheduled Submit and the setting “Enforce Default Report Title” are enabled on the workspace, this will take precedence over any rules trying to add the expense to a report. +3. If the expense is from a Company Card that is forced to a workspace with strict rule enforcement, those rules will take precedence over individual expense rules. +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 +## 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. + + 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 new file mode 100644 index 000000000000..8f87b36ef3d9 --- /dev/null +++ b/docs/articles/expensify-classic/expensify-card/Set-Up-the-Card-for-Your-Company.md @@ -0,0 +1,67 @@ +--- +title: Set Up the Card for your Company +description: Details on setting up the Expensify Card for your company as an admin +--- +# Overview + +If you’re an admin interested in rolling out the Expensify Card for your organization, you’re in the right place. This article will cover how to qualify and apply for the Expensify Card program and begin issuing cards to your employees. + +# How to qualify for the Expensify Card program + +There are three prerequisites to consider before applying for the Expensify Card: + +1. The email address associated with your account must be on a private domain +2. You must claim your private domain in Expensify +3. You must add and verify a US business bank account to your Expensify account + +To claim a domain, you must be a workspace admin with a company email address matching the domain you want to claim. After you create an account and set up a workspace, head to **Settings > Domains** to claim your domain. + +You can add a business bank account by navigating to **Settings > Account > Payments** and clicking Add Verified Bank Account. Follow the setup steps and complete the verification process as required. + +# How to apply for the Expensify Card + +Once you’ve claimed your domain and added a verified US business bank account, you can apply for the Expensify Card. There are multiple ways to apply for the card from the web: + +## From the home page + +1. Log into your Expensify account using your preferred web browser +2. Head to your account’s home page +3. On the task that says “Introducing the Expensify Card,” click **Enable my Expensify Cards** to get started + +## From the Company Cards page + +1. Log into your Expensify account using your preferred web browser +2. Head to **Settings > Domains > _Domain Name_ > Company Cards** +3. Click **Get the Card** + +After we receive your application, we’ll review it ASAP and send you a confirmation email with the next steps once we have them. + +# How to issue cards + +After you’ve been approved, it’s time to set limits for your employees. Setting a limit triggers an email and task on the home page requesting the employee’s shipping address. Once they enter their details, a card will be shipped to them. We’ll also create a virtual card for the employee that can be used immediately. + +To set a limit, head over to the Company Cards UI via **Settings > Domains > _Domain Name_ > Company Cards**. Click the **Edit Limit** button next to members who need a card assigned, and set a non-$0 to issue them a card. + +If you have a validated domain, you can set a limit for multiple members by setting a limit for an entire domain group via **Settings > Domains > _Domain Name_ > Groups**. Keep in mind that custom limits that are set on an individual basis will override the group limit. + +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 + +## Are there foreign transaction fees? + +There are no foreign transaction fees when using your Expensify Card for international purchases. + +## How does the Expensify Card affect my or my company's credit score? + +Applying for or using the Expensify Card will never have any positive or negative effect on your personal credit score or your business's credit score. We do not consider your or your business' credit score when determining approval and your card limit. + +## How much does the Expensify Card cost? + +The Expensify Card is a free corporate card, and no fees are associated with it. In addition, if you use the Expensify Card, you can save money on your Expensify subscription. + +## If I have staff outside the US, can they use the Expensify Card? + +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. diff --git a/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md b/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md index a7553e6ae179..d933e66cc2d1 100644 --- a/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md +++ b/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md @@ -3,18 +3,18 @@ title: Expensify Playbook for Small to Medium-Sized Businesses description: Best practices for how to deploy Expensify for your business redirect_from: articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses/ --- -## Overview +# Overview This guide provides practical tips and recommendations for small businesses with 100 to 250 employees to effectively use Expensify to improve spend visibility, facilitate employee reimbursements, and reduce the risk of fraudulent expenses. - See our [US-based VC-Backed Startups](https://help.expensify.com/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups) if you are more concerned with top-line revenue growth -## Who you are +# Who you are As a small to medium-sized business owner, your main aim is to achieve success and grow your business. To achieve your goals, it is crucial that you make worthwhile investments in both your workforce and your business processes. This means providing your employees with the resources they need to generate revenue effectively, while also adopting measures to guarantee that expenses are compliant. -## Step-by-step instructions for setting up Expensify +# Step-by-step instructions for setting up Expensify This playbook is built on best practices we’ve developed after processing expenses for tens of thousands of companies around the world. As such, use this playbook as your starting point, knowing that you can customize Expensify to suit your business needs. Every company is different, and your dedicated Setup Specialist is always one chat away with any questions you may have. -### Step 1: Create your Expensify account +## Step 1: Create your Expensify account If you don't already have one, go to *[new.expensify.com](https://new.expensify.com)* and sign up for an account with your work email address. The account is free so don’t worry about the cost at this stage. > _Employees really appreciate how easy it is to use, and the fact that the reimbursement drops right into their bank account. Since most employees are submitting expenses from their phones, the ease of use of the app is critical_ @@ -22,7 +22,7 @@ If you don't already have one, go to *[new.expensify.com](https://new.expensify. > **Robyn Gresham** > Senior Accounting Systems Manager at SunCommon -### Step 2: Create a Control Policy +## Step 2: Create a Control Policy There are three policy types, but for your small business needs we recommend the *Control Plan* for the following reasons: - *The Control Plan* is designed for organizations with a high volume of employee expense submissions, who also rely on compliance controls @@ -40,7 +40,7 @@ To create your Control Policy: The Control Plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's *#admins* room in *[new.expensify.com](https://new.expensify.com)*, and in your company’s policy settings in the *Overview* tab, where you can chat with them and schedule an onboarding call to walk through any setup questions. The Control Plan bundled with the Expensify Card is only *$9 per user per month* (not taking into account cash back your earn) when you commit annually. That’s a 75% discount off the unbundled price point if you choose to use a different Corporate Card (or no) provider. -### Step 3: Connect your accounting system +## Step 3: Connect your accounting system As a small to medium-sized business, it's important to maintain proper spend management to ensure the success and stability of your organization. This requires paying close attention to your expenses, streamlining your financial processes, and making sure that your financial information is accurate, compliant, and transparent. Include best practices such as: - Every purchase is categorized into the correct account in your chart of accounts @@ -65,7 +65,7 @@ Check out the links below for more information on how to connect to your account *“Employees really appreciate how easy it is to use, and the fact that the reimbursement drops right into their bank account. Since most employees are submitting expenses from their phones, the ease of use of the app is critical.”* - Robyn Gresham, Senior Accounting Systems Manager at SunCommon -### Step 4: Set category-specific compliance controls +## Step 4: Set category-specific compliance controls Head over to the *Categories* tab to set compliance controls on your newly imported list of categories. More specifically, we recommend the following: 1. First, enable *People Must Categorize Expenses*. Employees must select a category for each expense, otherwise, in most cases, it’s more work on you and our accounting connections will simply reject any attempt to export. @@ -78,7 +78,7 @@ Head over to the *Categories* tab to set compliance controls on your newly impor 3. Disable any irrelevant expense categories that aren’t associated with employee spend 4. Configure *auto-categorization*, located just below your category list in the same tab. The section is titled *Default Categories*. Just find the right category, and match it with the presented category groups to allow for MCC (merchant category code) automated category selection with every imported connected card transaction. -### Step 5: Make sure tags are required, or defaults are set +## Step 5: Make sure tags are required, or defaults are set Tags in Expensify often relate to departments, projects/customers, classes, and so on. And in some cases they are *required* to be selected on every transactions. And in others, something like *departments* is a static field, meaning we could set it as an employee default and not enforce the tag selection with each expense. *Make Tags Required* @@ -89,7 +89,7 @@ In the tags tab in your policy settings, you’ll notice the option to enable th *Set Tags as an Employee Default* Separately, if your policy is connected to NetSuite or Sage Intacct, you can set departments, for example, as an employee default. All that means is we’ll apply the department (for example) that’s assigned to the employee record in your accounting package and apply that to every exported transaction, eliminating the need for the employee to have to manually select a department for each expense. -### Step 6: Set rules for all expenses regardless of categorization +## Step 6: Set rules for all expenses regardless of categorization In the Expenses tab in your group Control policy, you’ll notice a *Violations* section designed to enforce top-level compliance controls that apply to every expense, for every employee in your policy. We recommend the following confiuration: *Max Expense Age: 90 days (or leave it blank)* @@ -105,7 +105,7 @@ Receipts are important, and in most cases you prefer an itemized receipt. Howeve At this point, you’ve set enough compliance controls around categorical spend and general expenses for all employees, such that you can put trust in our solution to audit all expenses up front so you don’t have to. Next, let’s dive into how we can comfortably take on more automation, while relying on compliance controls to capture bad behavior (or better yet, instill best practices in our employees). -### Step 7: Set up scheduled submit +## Step 7: Set up scheduled submit For an efficient company, we recommend setting up [Scheduled Submit](https://community.expensify.com/discussion/4476/how-to-enable-scheduled-submit-for-a-group-policy) on a *Daily* frequency: - Click *Settings > Policies* @@ -125,7 +125,7 @@ Expenses with violations will stay behind for the employee to fix, while expense > Kevin Valuska > AP/AR at Road Trippers -### Step 8: Connect your business bank account (US only) +## Step 8: Connect your business bank account (US only) If you’re located in the US, you can utilize Expensify’s payment processing and reimbursement features. *Note:* Before you begin, you’ll need the following to validate your business bank account: @@ -145,7 +145,7 @@ Let’s walk through the process of linking your business bank account: You only need to do this once: you are fully set up for not only reimbursing expense reports, but issuing Expensify Cards, collecting customer invoice payments online (if applicable), as well as paying supplier bills online. -### Step 9: Invite employees and set an approval workflow +## Step 9: Invite employees and set an approval workflow *Select an Approval Mode* We recommend you select *Advanced Approval* as your Approval Mode to set up a middle-management layer of a approval. If you have a single layer of approval, we recommend selecting [Submit & Approve](https://community.expensify.com/discussion/5643/deep-dive-submit-and-approve). But if *Advanced Approval* if your jam, keep reading! @@ -159,13 +159,13 @@ In most cases, at this stage, approvers prefer to review all expenses for a few In this case we recommend setting *Manually approve all expenses over: $0* -### Step 10: Configure Auto-Approval +## Step 10: Configure Auto-Approval Knowing you have all the control you need to review reports, we recommend configuring auto-approval for *all reports*. Why? Because you’ve already put reports through an entire approval workflow, and manually triggering reimbursement is an unnecessary action at this stage. 1. Navigate to *Settings > Policies > Group > [Policy Name] > Reimbursement* 2. Set your *Manual Reimbursement threshold to $20,0000* -### Step 11: Enable Domains and set up your corporate card feed for employees +## Step 11: Enable Domains and set up your corporate card feed for employees Expensify is optimized to work with corporate cards from all banks – or even better, use our own perfectly integrated *[Expensify Card](https://use.expensify.com/company-credit-card)*. The first step for connecting to any bank you use for corporate cards, and the Expensify Card is to validate your company’s domain in Domain settings. To do this: @@ -173,7 +173,7 @@ To do this: - Click *Settings* - Then select *Domains* -#### If you have an existing corporate card +### If you have an existing corporate card Expensify supports direct card feeds from most financial institutions. Setting up a corporate card feed will pull in the transactions from the connected cards on a daily basis. To set this up, do the following: 1. Go to *Company Cards >* Select your bank @@ -187,7 +187,7 @@ Expensify supports direct card feeds from most financial institutions. Setting u As mentioned above, we’ll be able to pull in transactions as they post (daily) and handle receipt matching for you and your employees. One benefit of the Expensify Card for your company is being able to see transactions at the point of purchase which provides you with real-time compliance. We even send users push notifications to SmartScan their receipt when it’s required and generate IRS-compliant e-receipts as a backup wherever applicable. -#### If you don't have a corporate card, use the Expensify Card (US only) +### If you don't have a corporate card, use the Expensify Card (US only) Expensify provides a corporate card with the following features: - Up to 2% cash back (up to 4% in your first 3 months!) @@ -214,7 +214,7 @@ Once the Expensify Cards have been assigned, each employee will be prompted to e If you have an accounting system we directly integrate with, check out how we take automation a step further with [Continuous Reconciliation](https://community.expensify.com/discussion/7335/faq-what-is-the-expensify-card-auto-reconciliation-process). We’ll create an Expensify Card clearing and liability account for you. Each time settlement occurs, we’ll take the total amount of your purchases and create a journal entry that credits the settlement account and debits the liability account - saving you hours of manual reconciliation work at the end of your statement period. -### Step 12: Set up Bill Pay and Invoicing +## Step 12: Set up Bill Pay and Invoicing As a small business, managing bills and invoices can be a complex and time-consuming task. Whether you receive bills from vendors or need to invoice clients, it's important to have a solution that makes the process simple, efficient, and cost-effective. Here are some of the key benefits of using Expensify for bill payments and invoicing: @@ -246,7 +246,7 @@ Reports, invoices, and bills are largely the same, in theory, just with differen You’ll notice it’s a slightly different flow from creating a Bill. Here, you are adding the transactions tied to the Invoice, and establishing a due date for when it needs to get paid. If you need to apply any markups, you can do so from your policy settings under the Invoices tab. Your customers can pay their invoice in Expensify via ACH, or Check, or Credit Card. -### Step 13: Run monthly, quarterly and annual reporting +## Step 13: Run monthly, quarterly and annual reporting At this stage, reporting is important and given that Expensify is the primary point of entry for all employee spend, we make reporting visually appealing and wildly customizable. 1. Head to the *Expenses* tab on the far left of your left-hand navigation @@ -261,7 +261,7 @@ We recommend reporting: ![Expenses!](https://help.expensify.com/assets/images/playbook-expenses.png){:width="100%"} -### Step 14: Set your Subscription Size and Add a Payment card +## Step 14: Set your Subscription Size and Add a Payment card Our pricing model is unique in the sense that you are in full control of your billing. Meaning, you have the ability to set a minimum number of employees you know will be active each month and you can choose which level of commitment fits best. We recommend setting your subscription to *Annual* to get an additional 50% off on your monthly Expensify bill. In the end, you've spent enough time getting your company fully set up with Expensify, and you've seen how well it supports you and your employees. Committing annually just makes sense. To set your subscription, head to: @@ -280,5 +280,5 @@ Now that we’ve gone through all of the steps for setting up your account, let 3. Enter your name, card number, postal code, expiration and CVV 4. Click *Accept Terms* -## You’re all set! +# You’re all set! Congrats, you are all set up! If you need any assistance with anything mentioned above or would like to understand other features available in Expensify, reach out to your Setup Specialist directly in *[new.expensify.com](https://new.expensify.com)*. Don’t have one yet? Create a Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. 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 3ee1c8656b4b..ac0a90ba6d37 100644 --- a/docs/articles/expensify-classic/integrations/accounting-integrations/Sage-Intacct.md +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/Sage-Intacct.md @@ -1,5 +1,568 @@ --- -title: Coming Soon -description: Coming Soon +title: Sage Intacct +description: Connect your Expensify workspace with Sage Intacct --- -## Resource Coming Soon! +# Overview +Expensify’s seamless integration with Sage Intacct allows you to connect using either Role-based permissions or User-based permissions. + +Once connected to Intacct you’re able to automate report exports, customize your coding preferences, and utilize Sage Intacct’s advanced features. When you’ve configured these settings in Expensify correctly, you can use the integration's settings to automate many tasks, streamlining your workflow for increased efficiency. + +# How to connect to Sage Intacct +We support setting up Sage Intacct with both User-based permissions and Role-based permissions for Expense Reports and Vendor Bills. +- User-based Permissions - Expense Reports +- User-based Permissions - Vendor Bills +- Role-based Permissions - Expense Reports +- Role-based Permissions - Vendor Bills + + +## User-based Permissions - Expense Reports + +Please follow these steps if exporting as Expense Reports with **user-based permissions**. + + +### Checklist of items to complete: +1. Create a web services user and set up permissions. +2. Enable the Time & Expenses module **(Required if exporting as Expense Reports)**. +3. Set up Employees in Sage Intacct **(Required if exporting as Expense Reports)**. +4. Set up Expense Types in Sage Intacct **(Required if exporting as Expense Reports)**. +5. Enable Customization Services (only applicable if you don't already use Platform Services). +6. Create a test workspace and download the [Expensify Package](https://community.expensify.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.expensify.com%2Ftools%2Fintegrations%2FdownloadPackage). +7. Upload the Package in Sage Intacct. +8. Add web services authorization. +9. Enter credentials and connect Expensify and Sage Intacct. +10. Configure integration sync options. +11. Export a test report. +12. Connect Sage Intacct to the production workspace. + + +### Step 1: Create a web services user with user-based permissions + +_Note: If the steps in this section look different in your Sage Intacct instance, you likely use role-based permissions. If that's the case, see the steps below on creating a web services user for role-based permissions._ +To connect to Sage Intacct, you'll need to create a special web services user. This user is essential for tracking actions in Sage Intacct, such as exporting expense reports and credit card charges from Expensify. It also helps ensure smooth operations when new members join or leave your accounting team. The good news is that setting up this web services user won't cost you anything. Just follow these steps: +Go to **Company > Web Services Users > New** +Setup the user using these configurations: + - **User ID:** "xmlgateway_expensify" + - **Last Name and First Name:** "Expensify" + - **Email Address:** Your shared accounting team email + - **User Type:** "Business" + - **Admin Privileges:** "Full" + - **Status:** "Active" +Once you've created the user, you'll need to set the correct permissions. To set those, go to the **subscription** link for this user in the user list, **click on the checkbox** next to the Application/Module and then click on the **Permissions** link to modify those. + +These are the permissions required for a user to export reimbursable expenses as Expense Reports: +- **Administration (All)** +- **Company (Read-only)** +- **Cash Management (All)** +- **General Ledger (All)** +- **Time & Expense (All)** +- **Projects (Read-only)** (only needed if using Projects and Customers) +- **Accounts Payable (All)** (only needed for exporting non-reimbursable expenses as vendor bills) + +**Note:** you can set permissions for each Application/Module by selecting the radio button next to the desired Permission and clicking **Save**. + + +### Step 2: Enable the Time & Expenses Module (Only required if exporting reimbursable expenses as Expense Reports) +The Time & Expenses (T&E) module is often included in your Sage Intacct instance, but if it wasn't part of your initial Sage Intacct setup, you may need to enable it. **Enabling the T&E module is a paid subscription through Sage Intacct. For information on the costs of enabling this module, please contact your Sage Intacct account manager**. It's necessary for our integration and only takes a few minutes to configure. +1. In Sage Intacct, go to the **Company menu > Subscriptions > Time & Expenses** and toggle the switch to subscribe. +2. After enabling T&E, configure it as follows: + - Ensure that **Expense types** is checked: + - Under **Auto-numbering sequences** set the following: + - **Expense Report:** EXP + - **Employee:** EMP + - **Duplicate Numbers:** Select “Do not allow creation” + + - To create the EXP sequence, **click on the down arrow on the expense report line and select **Add**: + - **Sequence ID:** EXP + - **Print Title:** EXPENSE REPORT + - **Starting Number:** 1 + - **Next Number:** 2 +3. Select **Advanced Settings** and configure the following: +- **Fixed Number Length:** 4 +- **Fixed Prefix:** EXP +4. Click **Save** +5. Under Expense Report approval settings, ensure that **Enable expense report approval** is unchecked +6. Click **Save** to confirm your configurations. + + +### Step 3: Set up Employees in Sage Intacct (Only required if exporting reimbursable expenses as Expense Reports) +To set up Employees in Sage Intacct, follow these steps: +1. Navigate to **Time & Expenses** and click the plus button next to **Employees**. + - If you don't see the Time & Expense option in the top ribbon, you may need to adjust your settings. Go to **Company > Roles > Time & Expenses** and enable all permissions. +2. To create an employee, you'll need to provide the following information: + - **Employee ID** + - **Primary contact name** + - **Email address** + - In the **Primary contact name** field, click the dropdown arrow. + - Select the employee if they've already been created. + - Otherwise, click **+ Add** to create a new employee. + - Fill in their **Primary Email Address** along with any other required information. + + +### Step 4: Set up Expense Types in Sage Intacct (Only required if exporting reimbursable expenses as Expense Reports) + +Expense Types provide a user-friendly way to display the names of your expense accounts to your employees. They are essential for our integration. To set up Expense Types, follow these steps: +1. **Setup Your Chart of Accounts:** Before configuring Expense Types, ensure your Chart of Accounts is set up. You can set up accounts in bulk by going to **Company > Open Setup > Company Setup Checklist > click Import**. +2. **Set up Expense Types:** + - Go to **Time & Expense**. + - Open Setup and click the plus button next to **Expense Types**. +3. For each Expense Type, provide the following information: + - **Expense Type** + - **Description** + - **Account Number** (from your General Ledger) +This step is necessary if you are exporting reimbursable expenses as Expense Reports. + + +### Step 5: Enable Customization Services +To enable Customization Services go to **Company > Subscriptions > Customization Services**. + - If you already have Platform Services enabled, you can skip this step. + + +### Step 6: Create a Test Workspace in Expensify and Download the [Expensify Package](https://community.expensify.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.expensify.com%2Ftools%2Fintegrations%2FdownloadPackage) +Creating a test workspace in Expensify allows you to have a sandbox environment for testing before implementing the integration live. If you are already using Expensify, creating a test workspace ensures that your existing group workspace rules and approval workflows remain intact. Here's how to set it up: +1. Go to **expensify.com > Settings > Workspaces > New Workspace**. +2. Name the workspace something like "Sage Intacct Test Workspace." +3. Go to **Connections > Sage Intacct > Connect to Sage Intacct**. +4. Select **Download Package** (You only need to download the file; we'll upload it from your Downloads folder later). + + +### Step 7: Upload Package in Sage Intacct + + +If you use **Customization Services**: +1. Go to **Customization Services > Custom Packages > New Package**. +2. Click on **Choose File** and select the Package file from your downloads folder. +3. Click **Import**. + + +If you use **Platform Services**: +1. Go to **Platform Services > Custom Packages > New Package**. +2. Click on **Choose File** and select the Package file from your downloads folder. +3. Click **Import**. + + +### Step 8: Add Web Services Authorization +1. Go to **Company > Company Info > Security** in Intacct and click **Edit**. +2. Scroll down to **Web Services Authorizations** and add "expensify" (all lower case) as a Sender ID. + + +### Step 9: Enter Credentials and Connect Expensify and Sage Intacct + + +1. Go back to **Settings > Workspaces > Group > [Workspace Name] > Connections > Configure**. +2. Click **Connect to Sage Intacct** and enter the credentials you've set for your web services user. +3. Click **Send** once you're done. + +Next, you’ll configure the Export, Coding, and Advanced tabs of the connection configuration in Expensify. + + +## User-based Permissions - Vendor Bills +In this setup guide, we'll take you through the steps to establish your connection for Vendor Bills with user-based permissions. Please follow this checklist of items to complete: +1. Create a web services user and set up permissions. +2. Enable Customization Services (only required if you don't already use Platform Services). +3. Create a test workspace in Expensify and download the [Expensify Package](https://community.expensify.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.expensify.com%2Ftools%2Fintegrations%2FdownloadPackage) +4. Upload the Package in Sage Intacct. +5. Add web services authorization. +6. Enter credentials and connect Expensify and Sage Intacct. +7. Configure integration sync options. + + +### Step 1: Create a web services user with user-based permissions +**Note:** If the steps in this section look different in your Sage Intacct instance, you likely use role-based permissions. If that's the case, see the steps below on creating a web services user for role-based permissions. +To connect to Sage Intacct, it's necessary to set up a web services user. This user simplifies tracking activity within Sage Intacct, such as exporting expense reports and credit card charges from Expensify. It also ensures a seamless transition when someone joins or leaves your accounting department. Setting up the web services user is free of charge. Please follow these steps: +1. Go to **Company > Web Services Users > New**. +2. Configure the user as shown in the screenshot below, making sure to follow these guidelines: + - **User ID:** "xmlgateway_expensify" + - **Last Name and First Name:** "Expensify" + - **Email Address:** Your shared accounting team email + - **User Type:** "Business" + - **Admin Privileges:** "Full" + - **Status:** "Active" + + +Once you've created the user, you'll need to set the correct permissions. To do this, follow these steps: +1. Go to the subscription link for this user in the user list. +2. Click on the checkbox next to the Application/Module you want to modify permissions for. +3. Click on the **Permissions** link to make modifications. + +These are the permissions the user needs to have if exporting reimbursable expenses as Vendor Bills: +- **Administration (All)** +- **Company (Read-only)** +- **Cash Management (All)** +- **General Ledger (All)** +- **Accounts Payable (All)** +- **Projects (Read-only)** (required if you're going to be using Projects and Customers) + +**Note:** that selecting the radio button next to the Permission you want and clicking **Save** will set the permission for that particular Application/Module. + + +### Step 2: Enable Customization Services (only applicable if you don't already use Platform Services) +To enable Customization Services go to **Company > Subscriptions > Customization Services**. + - If you already have Platform Services enabled, you can skip this step. + +### Step 3: Create a Test Workspace in Expensify and Download [Expensify Package](https://community.expensify.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.expensify.com%2Ftools%2Fintegrations%2FdownloadPackage) +Creating a test workspace in Expensify allows you to establish a sandbox environment for testing before implementing the integration in a live environment. If you're already using Expensify, creating a test workspace ensures that your existing company workspace rules and approval workflows remain intact. Here's how to set it up: +1. Go to **expensify.com > Settings > Workspaces > Groups > New Workspace**. +2. Name the workspace something like "Sage Intacct Test Workspace." +3. Go to **Connections > Sage Intacct > Connect to Sage Intacct**. +4. Select "I've completed these" if you've downloaded the [Expensify Package](https://community.expensify.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.expensify.com%2Ftools%2Fintegrations%2FdownloadPackage) and completed the previous steps in Sage Intacct. +5. Select **Download Package** (You only need to download the file; we'll upload it from your Downloads folder later). + +### Step 4: Upload the Package in Sage Intacct +If you use **Customization Services**: + +1. Go to **Customization Services > Custom Packages > New Package**. +2. Click on **Choose File** and select the Package file from your downloads folder. +3. Click **Import**. + + +If you use **Platform Services**: + +1. Go to **Platform Services > Custom Packages > New Package**. +2. Click on **Choose File** and select the Package file from your downloads folder. +3. Click **Import**. + +### Step 5: Add Web Services Authorization +1. Go to **Company > Company Info > Security** in Intacct and click **Edit**. +2. Scroll down to **Web Services Authorizations** and add "expensify" (all lowercase) as a Sender ID. + +### Step 6: Enter Credentials and Connect Expensify with Sage Intacct +1. Go back to **Settings > Workspaces > Groups > [Workspace Name] > Connections > Configure**. +2. Click on **Connect to Sage Intacct**. +3. Enter the credentials that you've previously set for your web services user. +4. Click **Send** once you've finished entering the credentials. + +Next, you’ll configure the Export, Coding, and Advanced tabs of the connection configuration in Expensify. + + + +## Role-based Permissions - Expense Reports + +For this setup guide, we're going to walk you through how to get your connection up and running as Expense Reports with role-based permissions. + +### Checklist of items to complete: + +1. Create web services user and set up permissions +2. Enable Time & Expenses module +3. Set up Employees in Sage Intacct +4. Set up Expense Types in Sage Intacct +5. Enable Customization Services (only applicable if you don't already use Platform Services) +6. Create a test workspace and download the [Expensify Package](https://community.expensify.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.expensify.com%2Ftools%2Fintegrations%2FdownloadPackage) +7. Upload the Package in Sage Intacct +8. Add web services authorization +9. Enter credentials and connect Expensify and Sage Intacct +10. Configure integration sync options + + +### Step 1: Create a web services user with role-based permissions + +In Sage Intacct, click **Company**, then click on the **+** button next to **Roles**. + +Name the role, then click **Save**. + +Go to **Roles > Subscriptions** for the "Expensify" role you just created. + +Set the permissions for this role by clicking the checkbox and then clicking on the **Permissions** hyperlink. + +These are the permissions required for a user to export reimbursable expenses as Expense Reports: +- **Administration (All)** +- **Company (Read-only)** +- **Cash Management (All)** +- **General Ledger (All)** +- **Time & Expense (All)** +- **Projects (Read-only)** (only needed if using Projects and Customers) +- **Accounts Payable (All)** (only needed for exporting non-reimbursable expenses as vendor bills) + +Now, you'll need to create a web services user and assign this role to that user. + +- **Company > Web Services Users > New** +- Set up the user like the screenshot below, making sure to do the following: + - User ID: “xmlgateway_expensify" + - Last name and First name: "Expensify" + - Email address: your shared accounting team email + - User type: "Business" + - Admin privileges: "Full" + - Status: "Active" + +To assign the role, go to **Roles Information**: + +- Click the **+** button, then find the "Expensify" role and click **Save**. + +### Step 2: Enable the Time & Expenses module (Only required if exporting reimbursable expenses as Expense Reports) + +The T&E module often comes standard on your Sage Intacct instance, but you may need to enable it if it was not a part of your initial Sage Intacct implementation. Enabling the T&E module is a paid subscription through Sage Intacct. Please reach out to your Sage Intacct account manager with any questions on the costs of enabling this module. It's required for our integration and takes just a few minutes to configure. + +In Sage Intacct, click on the **Company** menu > **Subscriptions** > **Time & Expenses** and click the toggle to subscribe. + +Once you've enabled T&E, you'll need to configure it properly: +- Ensure that **Expense types** is checked. +- Under Auto-numbering sequences, please set the following: + - To create the EXP sequence, click on the down arrow on the expense report line > **Add** + - Sequence ID: EXP + - Print Title: EXPENSE REPORT + - Starting Number: 1 + - Next Number: 2 + - Once you've done this, select **Advanced Settings** + - Fixed Number Length: 4 + - Fixed Prefix: EXP + - Once you've done this, hit **Save** +- Under Expense Report approval settings, make sure the "Enable expense report approval" is unchecked. +- Click **Save**! + +### Step 3: Set up Employees in Sage Intacct (Only required if exporting reimbursable expenses as Expense Reports) + +In order to set up Employees, go to **Time & Expenses** > click the plus button next to **Employees**. If you don't see Time & Expense in the top ribbon, you may need to adjust your settings by going to **Company > Roles > Time & Expenses > Enable all permissions**. To create an employee, you'll need to insert the following information: +- Employee ID +- Primary contact name +- Email address (click the dropdown arrow in the Primary contact name field) > select the employee if they've already been created. Otherwise click **+ Add** > fill in their Primary Email Address along with any other information you require. + +### Step 4: Set up Expense Types in Sage Intacct (only required if exporting reimbursable expenses as Expense Reports) + +Expense Types are a user-friendly way of displaying the names of your expense accounts to your employees. They are required for our integration. In order to set up Expense Types, you'll first need to setup your Chart of Accounts (these can be set up in bulk by going to **Company > Open Setup > Company Setup Checklist > click Import**). + +Once you've setup your Chart of Accounts, to set Expense Types, go to **Time & Expense** > **Open Setup** > click the plus button next to **Expense Types**. For each Expense Type, you'll need to include the following information: +- Expense Type +- Description +- Account Number (from your GL) + +### Step 5: Enable Customization Services + +To enable, go **Company > Subscriptions > Customization Services** (if you already have Platform Services enabled, you will skip this step). + +### Step 6: Create a test workspace in Expensify and download [Expensify Package](https://community.expensify.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.expensify.com%2Ftools%2Fintegrations%2FdownloadPackage) + +The test workspace will be used as a sandbox environment where we can test before going live with the integration. If you're already using Expensify, creating a test workspace will ensure that your existing group workspace rules, approval workflow, etc remain intact. In order to set this up: + +- Go to **expensify.com > Settings > Workspaces > New Workspace** +- Name the workspace something like "Sage Intacct Test Workspace" +- Go to **Connections > Sage Intacct > Connect to Sage Intacct** +- Select **Download Package** (All you need to do is download the file. We'll upload it from your Downloads folder later). + +### Step 7: Upload Package in Sage Intacct + +If you use Customization Services: + +- **Customization Services > Custom Packages > New Package > Choose File >** select the Package file from your downloads folder > Import + +If you use Platform Services: + +- **Platform Services > Custom Packages > New Package > Choose File >** select the Package file from your downloads folder > Import + +### Step 8: Add web services authorization + +- Go to **Company > Company Info > Security** in Intacct and click Edit. Next, scroll down to Web Services authorizations and add "expensify" (this must be all lower case) as a Sender ID. + +### Step 9: Enter credentials and connect Expensify and Sage Intacct + +- Now, go back to **Settings > Workspaces > Group > [Workspace Name] > Connections > Configure > Connect to Sage Intacct** and enter the credentials that you've set for your web services user. Click Send once you're done. + +Next, follow the links in the related articles section below to complete the configuration for the Export, Coding, and Advanced tabs of the connection settings. + +## Role-based Permissions - Vendor Bills + +Follow the steps below to set up Sage Intacct with role-based permissions and export Vendor Bills: + +### Checklist of items to complete: + +1. Create a web services user and configure permissions. +2. Enable Customization Services (if not using Platform Services). +3. Create a test workspace in Expensify and download the [Expensify Package](https://community.expensify.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.expensify.com%2Ftools%2Fintegrations%2FdownloadPackage). +4. Upload the Package in Sage Intacct. +5. Add web services authorization. +6. Enter credentials and connect Expensify and Sage Intacct. +7. Configure integration sync options. + + +### Step 1: Create a web services user with role-based permissions + +In Sage Intacct: +- Navigate to "Company" and click the **+** button next to "Roles." +- Name the role and click **Save**. +- Go to "Roles" > "Subscriptions" for the "Expensify" role you created. +- Set the permissions for this role by clicking the checkbox and then clicking on the Permissions hyperlink + + +These are the permissions required for a user to export reimbursable expenses as Vendor Bills: +- **Administration (All)** +- **Company (Read-only)** +- **Cash Management (All)** +- **General Ledger (All)** +- **Time & Expense (All)** +- **Projects (Read-only)** (only needed if using Projects and Customers) +- **Accounts Payable (All)** (only needed for exporting non-reimbursable expenses as vendor bills) + + +- Create a web services user: + - Go to **Company > Web Services Users > New** + - Configure the user as follows: + - User ID: "xmlgateway_expensify" + - Last Name and First Name: "Expensify" + - Email Address: Your shared accounting team email + - User Type: "Business" + - Admin Privileges: "Full" + - Status: "Active" + - To assign the role, go to "Roles Information", click the **+** button, find the "Expensify" role, and click **Save** + +### Step 2: Enable Customization Services + +Only required if you don't already use Platform Services: +- To enable, go to **Company > Subscriptions > Customization Services** + +### Step 3: Create a test workspace in Expensify and download the [Expensify Package](https://community.expensify.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fwww.expensify.com%2Ftools%2Fintegrations%2FdownloadPackage) + +Create a test workspace in Expensify: +- Go to **Settings > Workspaces** and click **New Workspace** on the Expensify website. +- Name the workspace something like "Sage Intacct Test Workspace." +- Once created, navigate to **Settings > Workspaces > [Group Workspace Name] > Connections > Accounting Integrations > Connect to Sage Intacct** +- Select **Create a new Sage Intacct connection/Connect to Sage Intacct** +- Select **Download Package** (We'll upload it from your Downloads folder later.) + +### Step 4: Upload Package in Sage Intacct + +If you use **Customization Services**: +- Go to **Customization Services > Custom Packages > New Package > Choose File > select the Package file from your downloads folder > Import**. + +If you use **Platform Services**: +- Go to **Platform Services > Custom Packages > New Package > Choose File > select the Package file from your downloads folder > Import**. + +### Step 5: Add web services authorization + +- Go to **Company > Company Info > Security** in Intacct and click **Edit** +- Scroll down to **Web Services Authorizations** and add **expensify** (all lowercase) as a Sender ID. + +### Step 6: Enter credentials and connect Expensify and Sage Intacct + +Now, go back to **Settings > Workspaces > [Group Workspace Name] > Connections > Accounting Integrations > Configure > Connect to Sage Intacct** and enter the credentials you set for your web services user. Click **Send** when finished. + +### Step 7: Configure your connection + +Once the initial sync completes, you may receive the error "No Expense Types Found" if you're not using the Time and Expenses module. Close the error dialogue, and your configuration options will appear. Switch the reimbursable export option to **Vendor Bills** and click **Save** before completing your configuration. + +Next, refer to the related articles section below to finish configuring the Export, Coding, and Advanced tabs of the connection configuration. + +# How to configure export settings + +When you connect Intacct with Expensify, you can configure how information appears once exported. To do this, Admins who are connected to Intacct can go to **Settings > Workspaces > Group > [Workspace Name] > Connections**, and then click on **Configure** under Intacct. This is where you can set things up the way you want. + + +## Preferred Exporter + +Any workspace admin can export to Sage Intacct, but only the preferred exporter will see reports that are ready for export in their Inbox. + + + +## Date + +Choose which date you would like your Expense Reports or Vendor Bills to use when exported. + +- **Date of last expense:** Uses the date on the most recent expense added to the report. +- **Exported date:** Is the date you export the report to Sage Intacct. +- **Submitted date:** Is the date the report creator originally submitted the report. + +All export options except credit cards use the date in the drop-down. Credit card transactions use the transaction date. + +## Reimbursable Expenses + +Depending on your initial setup, your **reimbursable expenses** will be exported as either **Expense Reports** or **Vendor Bills** to Sage Intacct. + +## Non-Reimbursable Expenses + +**Non-reimbursable expenses** will export separately from reimbursable expenses, either as **Vendor Bills**, or as **credit card charges** to the account you select. It is not an option to export non-reimbursable expenses as **Journal** entries. + + +If you are centrally managing your company cards through Domain Control, you can export expenses from each individual card to a specific account in Intacct. +Please note, Credit Card Transactions cannot be exported to Sage Intacct at the top-level if you have **Multi-Currency** enabled, so you will need to select an entity in the configuration of your Expensify Workspace by going to **Settings > Workspaces > Groups > [Workspace Name] > Connections > Configure**. + +## Exporting Negative Expenses + +You can export negative expenses successfully to Intacct regardless of which Export Option you choose. The one thing to keep in mind is that if you have Expense Reports selected as your export option, the **total** of the report can not be negative. + +# How to configure coding settings + +The appearance of your expense data in Sage Intacct depends on how you've configured it in Expensify. It's important to understand each available option to achieve the desired results. + +## Expense Types + +Categories are always enabled and are the primary means of matching expenses to the correct accounts in Sage Intact. The Categories in Expensify depend on your **Reimbursable** export options: +- If your Reimbursable export option is set to **Expense Reports** (the default), your Categories will be your **Expense Types**. +- If your Reimbursable export option is set to **Vendor Bills**, your Categories will be your **Chart of Accounts** (also known as GL Codes or Account Codes). + +You can disable unnecessary categories from your **Settings > Workspaces > Group > [Workspace Name] > Categories** page if your list is too extensive. Note that every expense must be coded with a Category, or it will not export. Also, when you first set up the integration, your existing categories will be overwritten. + +## Billable Expenses + +Enabling Billable expenses allows you to map your expense types or accounts to items in Sage Intacct. To do this, you'll need to enable the correct permissions on your Sage Intacct user or role. This may vary based on the modules you use in Sage Intacct, so you should enable read-only permissions for relevant modules such as Projects, Purchasing, Inventory Control, and Order Entry. + +Once permissions are set, you can map your categories (expense types or accounts, depending on your export settings) to specific items, which will then export to Sage Intacct. When an expense is marked as Billable in Expensify, users must select the correct billable Category (Item), or there will be an error during export. + +## Dimensions - Departments, Classes, and Locations + +If you enable these dimensions, you can choose from three data options: +- Not pulled into Expensify: Employee default (available when the reimbursable export option is set to Expense Reports) +- Pulled into Expensify and selectable on reports/expenses: Tags (useful for cross-charging between Departments or Locations) +- Report Fields (applies at the header level, useful when an employee's Location varies from one report to another) + +Please note that the term "tag" may appear instead of "Department" on your reports, so ensure that "Projects" is not disabled in your Tags configuration within your workspace settings. Make sure it's enabled within your coding settings of the Intacct configuration settings. When multiple options are available, the term will default to Tags. + +## Customers and Projects + +These settings are particularly relevant to billable expenses and can be configured as Tags or Report Fields. + +## Tax + +As of September 2023, our Sage Intacct integration supports native VAT and GST tax. To enable this feature, open the Sage Intacct configuration settings in your workspace, go to the Coding tab, and enable Tax. For existing Sage Intacct connectings, simply resync your workspace and the tax toggle will appear. For new Sage Intacct connections, the tax toggle will be available when you complete the integration steps. +Having this option enabled will then import your native tax rates from Sage Intacct into Expensify. From there, you can select default rates for each category. + +## User-Defined Dimensions + +You can add User-Defined Dimensions (UDD) to your workspace by locating the "Integration Name" in Sage Intacct. Please note that you must be logged in as an administrator in Sage Intacct to find the required fields. + +To find the Integration Name in Sage Intacct: +1. Go to **Platform Services > Objects > List** +2. Set "filter by application" to "user-defined dimensions." + +Now, in Expensify, navigate to **Settings > Workspaces > Group > [Workspace Name] > Connections**, and click **Configure** under Sage Intacct. On the Coding tab, enable the toggle next to User Defined Dimensions. Enter the "Integration name" and choose whether to import it into Expensify as an expense-level Tag or as a Report Field, then click **Save**. + +You'll now see the values for your custom segment available under Tags settings or Report Fields settings in Expensify. + + + +# How to configure advanced settings +In multi-entity environments, you'll find a dropdown at the top of the sync options menu, where you can choose to sync with the top-level or a specific entity in your Sage Intacct instance. If you sync at the top level, we pull in employees and dimensions shared at the top level and export transactions to the top level. Otherwise, we sync information with the selected entity. +## Auto Sync +When a non-reimbursable report is finally approved, it will be automatically exported to Sage Intacct. Typically, non-reimbursable expenses will sync to the next open period in Sage Intacct by default. If your company uses Expensify's ACH reimbursement, reimbursable expenses will be held back and exported to Sage when the report is reimbursed. +## Inviting Employees +Enabling **Invite Employees** allows the integration to automatically add your employees to your workspace and create an Expensify account for them if they don't have one. +If you have your domain verified on your account, ensure that the Expensify account connected to Sage Intacct is an admin on your domain. +When you toggle on "Invite Employees" on the Advanced tab, all employees in Sage Intacct who haven't been invited to the Expensify group workspace you're connecting will receive an email invitation to join the group workspace. Approval workflow will default to Manager Approval and can be further configured on the People settings page. +## Import Sage Intacct Approvals +When the "Import Sage Intacct Approvals" setting is enabled, Expensify will automatically set each user's manager listed in Sage Intacct as their first approver in Expensify. If no manager exists in Sage Intacct, the approver can be set in the Expensify People table. You can also add a second level of approval to your Sage Intacct integration by setting a final approver in Expensify. +Please note that if you need to add or edit an optional final approver, you will need to select the **Manager Approval** option in the workflow. Here is how each option works: +- **Basic Approval:** All users submit to one user. +- **Manager Approval:** Each user submits to the manager (imported from Sage Intacct). Each manager forwards to one final approver (optional). +- **Configure Manually:** Import employees only, configure workflow in Expensify. + + +## Sync Reimbursed Reports +When using Expensify ACH, reimbursable reports exported to Intacct are exported: +- As Vendor Bills to the default Accounts Payable account set in your Intacct Accounts Payable module configuration, OR +- As Expense Reports to the Employee Liabilities account in your Time & Expenses module configuration. +When ACH reimbursement is enabled, the "Sync Reimbursed Reports" feature will additionally export a Bill Payment to the selected Cash and Cash Equivalents account listed. If **Auto Sync** is enabled, the payment will be created when the report is reimbursed; otherwise, it will be created the next time you manually sync the workspace. +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 +## 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. +The fastest way to find a resolution for a specific error is to search the Community, and if you get stuck, give us a shout! +Once you've resolved any errors, you can manually export the report to Sage Intacct. +## How can I make sure that I final approve reports before they're exported to Sage Intacct? +Make sure your approval workflow is configured correctly so that all reports are reviewed by the appropriate people within Expensify before exporting to Sage Intacct. +Also, if you have verified your domain, consider strictly enforcing expense workspace workflows. You can set this up via Settings > Domains > [Domain Name] > Groups. + + +## If I enable Auto Sync, what happens to existing approved and reimbursed reports? +If your workspace has been connected to Intacct with Auto Sync disabled, you can safely turn on Auto Sync without affecting existing reports which have not been exported. +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. diff --git a/docs/articles/expensify-classic/integrations/other-integrations/Google-Apps-SSO.md b/docs/articles/expensify-classic/integrations/other-integrations/Google-Apps-SSO.md index 9fd745838caf..a034d13dd143 100644 --- a/docs/articles/expensify-classic/integrations/other-integrations/Google-Apps-SSO.md +++ b/docs/articles/expensify-classic/integrations/other-integrations/Google-Apps-SSO.md @@ -22,6 +22,7 @@ To enable Expensify for your Google Apps domain and add an “Expenses” link t 6. Click **Finish**. You can configure access for specific Organizational Units later if needed. 7. All account holders on your domain can now access Expensify from the Google Apps directory by clicking **More** and choosing **Expensify**. 8. Now, follow the steps below to sync your users with Expensify automatically. + # How to Sync Users from Google Apps to Expensify To sync your Google Apps users to your Expensify Workspace, follow these steps: 1. Follow the above steps to install Expensify in your Google Apps directory. diff --git a/docs/articles/expensify-classic/integrations/travel-integrations/Grab.md b/docs/articles/expensify-classic/integrations/travel-integrations/Grab.md deleted file mode 100644 index 3ee1c8656b4b..000000000000 --- a/docs/articles/expensify-classic/integrations/travel-integrations/Grab.md +++ /dev/null @@ -1,5 +0,0 @@ ---- -title: Coming Soon -description: Coming Soon ---- -## Resource Coming Soon! diff --git a/docs/articles/expensify-classic/integrations/travel-integrations/TrainLine.md b/docs/articles/expensify-classic/integrations/travel-integrations/TrainLine.md deleted file mode 100644 index 3ee1c8656b4b..000000000000 --- a/docs/articles/expensify-classic/integrations/travel-integrations/TrainLine.md +++ /dev/null @@ -1,5 +0,0 @@ ---- -title: Coming Soon -description: Coming Soon ---- -## Resource Coming Soon! 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 14ade143a35b..1a567dbe6fa3 100644 --- a/docs/articles/expensify-classic/send-payments/Third-Party-Payments.md +++ b/docs/articles/expensify-classic/send-payments/Third-Party-Payments.md @@ -6,7 +6,7 @@ description: A help article that covers Third Party Payment options including Pa Expensify offers convenient third party payment options that allow you to streamline the process of reimbursing expenses and managing your finances. With these options, you can pay your expenses and get reimbursed faster and more efficiently. In this guide, we'll walk you through the steps to set up and use Expensify's third party payment options. -## Overview +# Overview Expensify offers integration with various third party payment providers, making it easy to reimburse employees and manage your expenses seamlessly. Some of the key benefits of using third-party payment options in Expensify include: @@ -14,7 +14,7 @@ Expensify offers integration with various third party payment providers, making - Secure Transactions: Benefit from the security features and protocols provided by trusted payment providers. - Centralized Expense Management: Consolidate all your expenses and payments within Expensify for a more efficient financial workflow. -## Setting Up Third Party Payments +# Setting Up Third Party Payments To get started with third party payments in Expensify, follow these steps: @@ -30,7 +30,7 @@ To get started with third party payments in Expensify, follow these steps: 6. **Verify Your Account**: Confirm your linked account to ensure it's correctly integrated with Expensify. -## Using Third Party Payments +# Using Third Party Payments Once you've set up your third party payment option, you can start using it to reimburse expenses and manage payments: @@ -42,22 +42,18 @@ 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 +# FAQ’s -### Q: Are there any fees associated with using third party payment options in Expensify? +## Q: Are there any fees associated with using third party payment options in Expensify? A: The fees associated with third party payments may vary depending on the payment provider you choose. Be sure to review the terms and conditions of your chosen provider for details on any applicable fees. -### Q: Can I use multiple third party payment providers with Expensify? +## Q: Can I use multiple third party payment providers with Expensify? A: Expensify allows you to link multiple payment providers if needed. You can select the most suitable payment method for each expense report. -### Q: Is there a limit on the amount I can reimburse using third party payments? +## Q: Is there a limit on the amount I can reimburse using third party payments? 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. - - - - diff --git a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Admins.md b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Admins.md index 996d7896502f..17c7a60b8e5a 100644 --- a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Admins.md +++ b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Admins.md @@ -4,16 +4,16 @@ description: Best Practices for Admins settings up Expensify Chat redirect_from: articles/other/Expensify-Chat-For-Admins/ --- -## Overview +# Overview Expensify Chat is an incredible way to build a community and foster long-term relationships between event producers and attendees, or attendees with each other. Admins are a huge factor in the success of the connections built in Expensify Chat during the events, as they are generally the drivers of the conference schedule, and help ensure safety and respect is upheld by all attendees both on and offline. -## Getting Started +# Getting Started We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your session attendees: - [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify) - [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text) - [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) -## Admin Best Practices +# Admin Best Practices In order to get the most out of Expensify Chat, we created a list of best practices for admins to review in order to use the tool to its fullest capabilities. **During the conference:** diff --git a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Attendees.md b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Attendees.md index 20e15aaa6c72..30eeb4158902 100644 --- a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Attendees.md +++ b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Attendees.md @@ -4,19 +4,19 @@ description: Best Practices for Conference Attendees redirect_from: articles/other/Expensify-Chat-For-Conference-Attendees/ --- -## Overview +# Overview Expensify Chat is the best way to meet and network with other event attendees. No more hunting down your contacts by walking the floor or trying to find someone in crowds at a party. Instead, you can use Expensify Chat to network and collaborate with others throughout the conference. To help get you set up for a great event, we’ve created a guide to help you get the most out of using Expensify Chat at the event you’re attending. -## Getting Started +# Getting Started We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your fellow attendees: - [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify) - [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text) - [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) -## Chat Best Practices +# Chat Best Practices To get the most out of your experience at your conference and engage people in a meaningful conversation that will fulfill your goals instead of turning people off, here are some tips on what to do and not to do as an event attendee using Expensify Chat: **Do:** diff --git a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Speakers.md b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Speakers.md index 3e19cf6fe26a..652fc2ee4d2b 100644 --- a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Speakers.md +++ b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Speakers.md @@ -4,17 +4,17 @@ description: Best Practices for Conference Speakers redirect_from: articles/other/Expensify-Chat-For-Conference-Speakers/ --- -## Overview +# Overview Are you a speaker at an event? Great! We're delighted to provide you with an extraordinary opportunity to connect with your session attendees using Expensify Chat — before, during, and after the event. Expensify Chat offers a powerful platform for introducing yourself and your topic, fostering engaging discussions about your presentation, and maintaining the conversation with attendees even after your session is over. -## Getting Started +# Getting Started We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your session attendees: - [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify) - [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text) - [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) -## Setting Up a Chatroom for Your Session: Checklist +# Setting Up a Chatroom for Your Session: Checklist To make the most of Expensify Chat for your session, here's a handy checklist: - Confirm that your session has an Expensify Chat room, and have the URL link ready to share with attendees in advance. - You can find the link by clicking on the avatar for your chatroom > “Share Code” > “Copy URL to dashboard” @@ -22,7 +22,7 @@ To make the most of Expensify Chat for your session, here's a handy checklist: - Consider having a session moderator with you on the day to assist with questions and discussions while you're presenting. - Include the QR code for your session's chat room in your presentation slides. Displaying it prominently on every slide ensures that attendees can easily join the chat throughout your presentation. -## Tips to Enhance Engagement Around Your Session +# Tips to Enhance Engagement Around Your Session By following these steps and utilizing Expensify Chat, you can elevate your session to promote valuable interactions with your audience, and leave a lasting impact beyond the conference. We can't wait to see your sessions thrive with the power of Expensify Chat! **Before the event:** diff --git a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-Playbook-For-Conferences.md b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-Playbook-For-Conferences.md index a81aef2044a2..caeccd1920b1 100644 --- a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-Playbook-For-Conferences.md +++ b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-Playbook-For-Conferences.md @@ -3,10 +3,10 @@ title: Expensify Chat Playbook for Conferences description: Best practices for how to deploy Expensify Chat for your conference redirect_from: articles/playbooks/Expensify-Chat-Playbook-for-Conferences/ --- -## Overview +# Overview To help make setting up Expensify Chat for your event and your attendees super simple, we’ve created a guide for all of the technical setup details. -## Who you are +# Who you are As a conference organizer, you’re expected to amaze and inspire attendees. You want attendees to get to the right place on time, engage with the speakers, and create relationships with each other that last long after the conference is done. Enter Expensify Chat, a free feature that allows attendees to interact with organizers and other attendees in realtime. With Expensify Chat, you can: - Communicate logistics and key information @@ -21,20 +21,20 @@ Sounds good? Great! In order to ensure your team, your speakers, and your attend *Let’s get started!* -## Support +# Support Connect with your dedicated account manager in any new.expensify.com #admins room. Your account manager is excited to brainstorm the best ways to make the most out of your event and work through any questions you have about the setup steps below. We also have a number of [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) available to admins to help make sure your event is seamless, safe, and fun! -## Step by step instructions for setting up your conference on Expensify Chat +# Step by step instructions for setting up your conference on Expensify Chat Based on our experience running conferences atop Expensify Chat, we recommend the following simple steps: -### Step 1: Create your event workspace in Expensify +## Step 1: Create your event workspace in Expensify To create your event workspace in Expensify: 1. In [new.expensify.com](https://new.expensify.com): “+” > “New workspace” 1. Name the workspace (e.g. “ExpensiCon”) -### Step 2: Set up all the Expensify Chat rooms you want to feature at your event +## Step 2: Set up all the Expensify Chat rooms you want to feature at your event **Protip**: Your Expensify account manager can complete this step with you. Chat them in #admins on new.expensify.com to coordinate! To create a new chat room: @@ -54,7 +54,7 @@ For an easy-to-follow event, we recommend creating these chat rooms: **Protip** Check out our [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) to help flag comments deemed to be spam, inconsiderate, intimidating, bullying, harassment, assault. On any comment just click the flag icon to moderate conversation. -### Step 3: Add chat room QR codes to the applicable session slide deck +## Step 3: Add chat room QR codes to the applicable session slide deck Gather QR codes: 1. Go to [new.expensify.com](https://new.expensify.com) 1. Click into a room and click the room name or avatar in the top header @@ -63,7 +63,7 @@ Gather QR codes: Add the QR code to every slide so that if folks forget to scan the QR code at the beginning of the presentation, they can still join the discussion. -### Step 4: Plan out your messaging and cadence before the event begins +## Step 4: Plan out your messaging and cadence before the event begins Expensify Chat is a great place to provide updates leading up to your event -- share news, get folks excited about speakers, and let attendees know of crucial event information like recommended attire, travel info, and more. For example, you might consider: **Prep your announcements:** @@ -80,15 +80,15 @@ Expensify Chat is a great place to provide updates leading up to your event -- s **Protip**: Your account manager can help you create this document, and would be happy to send each message at the appointed time for you. -### Step 5: Share Expensify Chat How-To Resources with Speakers, Attendees, Admins +## Step 5: Share Expensify Chat How-To Resources with Speakers, Attendees, Admins We’ve created a few helpful best practice docs for your speakers, admins, and attendees to help navigate using Expensify Chat at your event. Feel free to share the links below with them! - [Expensify Chat for Conference Attendees](https://help.expensify.com/articles/other/Expensify-Chat-For-Conference-Attendees) - [Expensify Chat for Conference Speakers](https://help.expensify.com/articles/other/Expensify-Chat-For-Conference-Speakers) - [Expensify Chat for Admins](https://help.expensify.com/articles/other/Expensify-Chat-For-Admins) -### Step 6: Follow up with attendees after the event +## Step 6: Follow up with attendees after the event Continue the connections by using Expensify Chat to keep your conference community connected. Encourage attendees to share photos, their favorite memories, funny stories, and more. -## Conclusion +# Conclusion Once you have completed the above steps you are ready to host your conference on Expensify Chat! Let your account manager know any questions you have over in your [new.expensify.com](https://new.expensify.com) #admins room and start driving activity in your Expensify Chat rooms. Once you’ve reviewed this doc you should have the foundations in place, so a great next step is to start training your speakers on how to use Expensify Chat for their sessions. Coordinate with your account manager to make sure everything goes smoothly! diff --git a/docs/articles/new-expensify/integrations/accounting-integrations/Xero b/docs/articles/new-expensify/integrations/accounting-integrations/Xero.md similarity index 100% rename from docs/articles/new-expensify/integrations/accounting-integrations/Xero rename to docs/articles/new-expensify/integrations/accounting-integrations/Xero.md diff --git a/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_1.png b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_1.png new file mode 100644 index 000000000000..d4e73beb16b3 Binary files /dev/null and b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_1.png differ diff --git a/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_2.png b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_2.png new file mode 100644 index 000000000000..45956a586d98 Binary files /dev/null and b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_2.png differ diff --git a/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_3.png b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_3.png new file mode 100644 index 000000000000..32aae12d3687 Binary files /dev/null and b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_3.png differ diff --git a/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_4.png b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_4.png new file mode 100644 index 000000000000..ccd9335025bf Binary files /dev/null and b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_4.png differ diff --git a/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_5.png b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_5.png new file mode 100644 index 000000000000..5363935f0ab5 Binary files /dev/null and b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_5.png differ diff --git a/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_6.png b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_6.png new file mode 100644 index 000000000000..739446de8383 Binary files /dev/null and b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_6.png differ diff --git a/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_7.png b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_7.png new file mode 100644 index 000000000000..21a1d3416858 Binary files /dev/null and b/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_7.png differ diff --git a/fastlane/Fastfile b/fastlane/Fastfile index dac53193fdc6..78abf8074155 100644 --- a/fastlane/Fastfile +++ b/fastlane/Fastfile @@ -305,7 +305,10 @@ platform :ios do export_compliance_contains_proprietary_cryptography: false, # We do not show any third party content - content_rights_contains_third_party_content: false + content_rights_contains_third_party_content: false, + + # Indicate that our key has admin permissions + content_rights_has_rights: true }, release_notes: { 'en-US' => "Improvements and bug fixes" diff --git a/ios/NewExpensify/Info.plist b/ios/NewExpensify/Info.plist index 90b3a0d4536f..32d356a96cf8 100644 --- a/ios/NewExpensify/Info.plist +++ b/ios/NewExpensify/Info.plist @@ -19,7 +19,7 @@ CFBundlePackageType APPL CFBundleShortVersionString - 1.3.84 + 1.3.86 CFBundleSignature ???? CFBundleURLTypes @@ -40,7 +40,7 @@ CFBundleVersion - 1.3.84.2 + 1.3.86.1 ITSAppUsesNonExemptEncryption LSApplicationQueriesSchemes diff --git a/ios/NewExpensifyTests/Info.plist b/ios/NewExpensifyTests/Info.plist index b847dee090bc..7fa3d841d5d8 100644 --- a/ios/NewExpensifyTests/Info.plist +++ b/ios/NewExpensifyTests/Info.plist @@ -15,10 +15,10 @@ CFBundlePackageType BNDL CFBundleShortVersionString - 1.3.84 + 1.3.86 CFBundleSignature ???? CFBundleVersion - 1.3.84.2 + 1.3.86.1 diff --git a/package-lock.json b/package-lock.json index 2e0f77f8ef3f..b575c151364d 100644 --- a/package-lock.json +++ b/package-lock.json @@ -1,12 +1,12 @@ { "name": "new.expensify", - "version": "1.3.84-2", + "version": "1.3.86-1", "lockfileVersion": 2, "requires": true, "packages": { "": { "name": "new.expensify", - "version": "1.3.84-2", + "version": "1.3.86-1", "hasInstallScript": true, "license": "MIT", "dependencies": { @@ -43,7 +43,6 @@ "@types/node": "^18.14.0", "@ua/react-native-airship": "^15.2.6", "awesome-phonenumber": "^5.4.0", - "babel-plugin-transform-remove-console": "^6.9.4", "babel-polyfill": "^6.26.0", "canvas-size": "^1.2.6", "core-js": "^3.32.0", @@ -51,7 +50,7 @@ "date-fns-tz": "^2.0.0", "dom-serializer": "^0.2.2", "domhandler": "^4.3.0", - "expensify-common": "git+ssh://git@github.com/Expensify/expensify-common.git#009c2ab79bf7ddeab0eea7a3a4c0d9cc4277c34b", + "expensify-common": "git+ssh://git@github.com/Expensify/expensify-common.git#bdbdf44825658500ba581d3e86237d7b8996cc2e", "fbjs": "^3.0.2", "htmlparser2": "^7.2.0", "idb-keyval": "^6.2.1", @@ -138,8 +137,6 @@ "@babel/runtime": "^7.20.0", "@electron/notarize": "^1.2.3", "@jest/globals": "^29.5.0", - 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"regenerator-runtime": "^0.13.11" + "regenerator-runtime": "^0.14.0" }, "engines": { "node": ">=6.9.0" } }, + "node_modules/@babel/runtime/node_modules/regenerator-runtime": { + "version": "0.14.0", + "resolved": "https://registry.npmjs.org/regenerator-runtime/-/regenerator-runtime-0.14.0.tgz", + "integrity": "sha512-srw17NI0TUWHuGa5CFGGmhfNIeja30WMBfbslPNhf6JrqQlLN5gcrvig1oqPxiVaXb0oW0XRKtH6Nngs5lKCIA==" + }, "node_modules/@babel/template": { "version": "7.22.5", "resolved": "https://registry.npmjs.org/@babel/template/-/template-7.22.5.tgz", @@ -2623,13 +2625,13 @@ "license": "Apache-2.0" }, "node_modules/@callstack/reassure-cli": { - "version": "0.9.0", - "resolved": "https://registry.npmjs.org/@callstack/reassure-cli/-/reassure-cli-0.9.0.tgz", - "integrity": "sha512-auoxqyilxkT5mDdEPJqRRY+ZGlrihJjFQpopcFd/15ng76OPVka3L48RMEY2wXkFXLaOOs6enNGb596jYPuEtQ==", + "version": "0.10.0", + "resolved": "https://registry.npmjs.org/@callstack/reassure-cli/-/reassure-cli-0.10.0.tgz", + "integrity": "sha512-CYgOGOAWcFgA2GrJw6RJAvImCpHCpPbtPoYMDol7esjlRCX2QwIKG7/9byq47hML57w94fhFAa76KD84YlgMBg==", "dev": true, "dependencies": { - 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"dev": true, "requires": { "forwarded": "0.2.0", "ipaddr.js": "1.9.1" @@ -84632,7 +84508,6 @@ "version": "6.10.3", "resolved": "https://registry.npmjs.org/qs/-/qs-6.10.3.tgz", "integrity": "sha512-wr7M2E0OFRfIfJZjKGieI8lBKb7fRCH4Fv5KNPEs7gJ8jadvotdsS08PzOKR7opXhZ/Xkjtt3WF9g38drmyRqQ==", - "dev": true, "requires": { "side-channel": "^1.0.4" } @@ -84673,8 +84548,7 @@ "queue-microtask": { "version": "1.2.3", "resolved": "https://registry.npmjs.org/queue-microtask/-/queue-microtask-1.2.3.tgz", - "integrity": "sha512-NuaNSa6flKT5JaSYQzJok04JzTL1CA6aGhv5rfLW3PgqA+M2ChpZQnAC8h8i4ZFkBS8X5RqkDBHA7r4hej3K9A==", - "dev": true + "integrity": "sha512-NuaNSa6flKT5JaSYQzJok04JzTL1CA6aGhv5rfLW3PgqA+M2ChpZQnAC8h8i4ZFkBS8X5RqkDBHA7r4hej3K9A==" }, "quick-lru": { "version": "5.1.1", @@ -84724,7 +84598,6 @@ "version": "2.5.1", "resolved": "https://registry.npmjs.org/raw-body/-/raw-body-2.5.1.tgz", "integrity": "sha512-qqJBtEyVgS0ZmPGdCFPWJ3FreoqvG4MVQln/kCgF7Olq95IbOp0/BWyMwbdtn4VTvkM8Y7khCQ2Xgk/tcrCXig==", - "dev": true, "requires": { "bytes": "3.1.2", "http-errors": "2.0.0", @@ -84735,14 +84608,12 @@ "bytes": { "version": "3.1.2", "resolved": "https://registry.npmjs.org/bytes/-/bytes-3.1.2.tgz", - "integrity": "sha512-/Nf7TyzTx6S3yRJObOAV7956r8cr2+Oj8AC5dt8wSP3BQAoeX58NoHyCU8P8zGkNXStjTSi6fzO6F0pBdcYbEg==", - "dev": true + "integrity": "sha512-/Nf7TyzTx6S3yRJObOAV7956r8cr2+Oj8AC5dt8wSP3BQAoeX58NoHyCU8P8zGkNXStjTSi6fzO6F0pBdcYbEg==" }, "iconv-lite": { "version": "0.4.24", "resolved": "https://registry.npmjs.org/iconv-lite/-/iconv-lite-0.4.24.tgz", "integrity": "sha512-v3MXnZAcvnywkTUEZomIActle7RXXeedOR31wwl7VlyoXO4Qi9arvSenNQWne1TcRwhCL1HwLI21bEqdpj8/rA==", - "dev": true, "requires": { "safer-buffer": ">= 2.1.2 < 3" } @@ -85993,8 +85864,7 @@ "read-cmd-shim": { "version": "4.0.0", "resolved": "https://registry.npmjs.org/read-cmd-shim/-/read-cmd-shim-4.0.0.tgz", - "integrity": "sha512-yILWifhaSEEytfXI76kB9xEEiG1AiozaCJZ83A87ytjRiN+jVibXjedjCRNjoZviinhG+4UkalO3mWTd8u5O0Q==", - "dev": true + "integrity": "sha512-yILWifhaSEEytfXI76kB9xEEiG1AiozaCJZ83A87ytjRiN+jVibXjedjCRNjoZviinhG+4UkalO3mWTd8u5O0Q==" }, "read-config-file": { "version": "6.3.2", @@ -86180,14 +86050,14 @@ "integrity": "sha512-k2d6ACCkiNYz222Fs/iNze30rRJ1iIicW7JuX/7/cozvih6YCkFZH+J6mAFDVgv0dRBaAyr4jDqC95R2y4IADg==" }, "reassure": { - "version": "0.9.0", - "resolved": "https://registry.npmjs.org/reassure/-/reassure-0.9.0.tgz", - "integrity": "sha512-FIf0GPchyPGItsrW5Wwff/NWVrfOcCUuJJSs4Nur6iRdQt8yvmCpcba4UyemdZ1KaFTIW1gKbAV3u2tuA7zmtQ==", + "version": "0.10.1", + "resolved": "https://registry.npmjs.org/reassure/-/reassure-0.10.1.tgz", + "integrity": "sha512-+GANr5ojh32NZu1YGfa6W8vIJm3iOIZJUvXT5Gc9fQyre7okYsCzyBq9WsHbnAQDjNq1g9SsM/4bwcVET9OIqA==", "dev": true, "requires": { - "@callstack/reassure-cli": "0.9.0", + "@callstack/reassure-cli": "0.10.0", "@callstack/reassure-danger": "0.1.1", - "@callstack/reassure-measure": "0.5.0" + "@callstack/reassure-measure": "0.6.0" } }, "recast": { @@ -86849,8 +86719,7 @@ "reusify": { "version": "1.0.4", "resolved": "https://registry.npmjs.org/reusify/-/reusify-1.0.4.tgz", - "integrity": "sha512-U9nH88a3fc/ekCF1l0/UP1IosiuIjyTh7hBvXVMHYgVcfGvt897Xguj2UOLDeI5BG2m7/uwyaLVT6fbtCwTyzw==", - "dev": true + "integrity": "sha512-U9nH88a3fc/ekCF1l0/UP1IosiuIjyTh7hBvXVMHYgVcfGvt897Xguj2UOLDeI5BG2m7/uwyaLVT6fbtCwTyzw==" }, "right-align": { "version": "0.1.3", @@ -86915,7 +86784,6 @@ "version": "1.2.0", "resolved": "https://registry.npmjs.org/run-parallel/-/run-parallel-1.2.0.tgz", "integrity": "sha512-5l4VyZR86LZ/lDxZTR6jqL8AFE2S0IFLMP26AbjsLVADxHdhB/c0GUsH+y39UfCi3dzz8OlQuPmnaJOMoDHQBA==", - "dev": true, "requires": { "queue-microtask": "^1.2.2" } @@ -87461,7 +87329,6 @@ "version": "3.19.0", "resolved": "https://registry.npmjs.org/simple-git/-/simple-git-3.19.0.tgz", "integrity": "sha512-hyH2p9Ptxjf/xPuL7HfXbpYt9gKhC1yWDh3KYIAYJJePAKV7AEjLN4xhp7lozOdNiaJ9jlVvAbBymVlcS2jRiA==", - "dev": true, "requires": { "@kwsites/file-exists": "^1.1.1", "@kwsites/promise-deferred": "^1.1.1", @@ -88612,7 +88479,6 @@ "version": "6.1.15", "resolved": "https://registry.npmjs.org/tar/-/tar-6.1.15.tgz", "integrity": "sha512-/zKt9UyngnxIT/EAGYuxaMYgOIJiP81ab9ZfkILq4oNLPFX50qyYmu7jRj9qeXoxmJHjGlbH0+cm2uy1WCs10A==", - "dev": true, "requires": { "chownr": "^2.0.0", "fs-minipass": "^2.0.0", @@ -88625,8 +88491,7 @@ "minipass": { "version": "5.0.0", "resolved": "https://registry.npmjs.org/minipass/-/minipass-5.0.0.tgz", - "integrity": "sha512-3FnjYuehv9k6ovOEbyOswadCDPX1piCfhV8ncmYtHOjuPwylVWsghTLo7rabjC3Rx5xD4HDx8Wm1xnMF7S5qFQ==", - "dev": true + "integrity": "sha512-3FnjYuehv9k6ovOEbyOswadCDPX1piCfhV8ncmYtHOjuPwylVWsghTLo7rabjC3Rx5xD4HDx8Wm1xnMF7S5qFQ==" } } }, @@ -89223,7 +89088,6 @@ "version": "1.6.18", "resolved": "https://registry.npmjs.org/type-is/-/type-is-1.6.18.tgz", "integrity": "sha512-TkRKr9sUTxEH8MdfuCSP7VizJyzRNMjj2J2do2Jr3Kym598JVdEksuzPQCnlFPW4ky9Q+iA+ma9BGm06XQBy8g==", - "dev": true, "requires": { "media-typer": "0.3.0", "mime-types": "~2.1.24" @@ -89273,9 +89137,9 @@ } }, "typed-function": { - "version": "4.1.0", - "resolved": "https://registry.npmjs.org/typed-function/-/typed-function-4.1.0.tgz", - "integrity": "sha512-DGwUl6cioBW5gw2L+6SMupGwH/kZOqivy17E4nsh1JI9fKF87orMmlQx3KISQPmg3sfnOUGlwVkroosvgddrlg==", + "version": "4.1.1", + "resolved": "https://registry.npmjs.org/typed-function/-/typed-function-4.1.1.tgz", + "integrity": "sha512-Pq1DVubcvibmm8bYcMowjVnnMwPVMeh0DIdA8ad8NZY2sJgapANJmiigSUwlt+EgXxpfIv8MWrQXTIzkfYZLYQ==", "dev": true }, "typedarray": { @@ -91301,9 +91165,9 @@ "integrity": "sha512-rVksvsnNCdJ/ohGc6xgPwyN8eheCxsiLM8mxuE/t/mOVqJewPuO1miLpTHQiRgTKCLexL4MeAFVagts7HmNZ2Q==" }, "zod": { - "version": "3.21.4", - "resolved": "https://registry.npmjs.org/zod/-/zod-3.21.4.tgz", - "integrity": "sha512-m46AKbrzKVzOzs/DZgVnG5H55N1sv1M8qZU3A8RIKbs3mrACDNeIOeilDymVb2HdmP8uwshOCF4uJ8uM9rCqJw==", + "version": "3.22.4", + "resolved": "https://registry.npmjs.org/zod/-/zod-3.22.4.tgz", + "integrity": "sha512-iC+8Io04lddc+mVqQ9AZ7OQ2MrUKGN+oIQyq1vemgt46jwCwLfhq7/pwnBnNXXXZb8VTVLKwp9EDkx+ryxIWmg==", "dev": true }, "zwitch": { diff --git a/package.json b/package.json index 8cebfc186e37..993b8d165ed0 100644 --- a/package.json +++ b/package.json @@ -1,6 +1,6 @@ { "name": "new.expensify", - "version": "1.3.84-2", + "version": "1.3.86-1", "author": "Expensify, Inc.", "homepage": "https://new.expensify.com", "description": "New Expensify is the next generation of Expensify: a reimagination of payments based atop a foundation of chat.", @@ -88,7 +88,6 @@ "@types/node": "^18.14.0", "@ua/react-native-airship": "^15.2.6", "awesome-phonenumber": "^5.4.0", - "babel-plugin-transform-remove-console": "^6.9.4", "babel-polyfill": "^6.26.0", "canvas-size": "^1.2.6", "core-js": "^3.32.0", @@ -96,7 +95,7 @@ "date-fns-tz": "^2.0.0", "dom-serializer": "^0.2.2", "domhandler": "^4.3.0", - "expensify-common": "git+ssh://git@github.com/Expensify/expensify-common.git#009c2ab79bf7ddeab0eea7a3a4c0d9cc4277c34b", + "expensify-common": "git+ssh://git@github.com/Expensify/expensify-common.git#bdbdf44825658500ba581d3e86237d7b8996cc2e", "fbjs": "^3.0.2", "htmlparser2": "^7.2.0", "idb-keyval": "^6.2.1", @@ -183,8 +182,6 @@ "@babel/runtime": "^7.20.0", "@electron/notarize": "^1.2.3", "@jest/globals": "^29.5.0", - "@kie/act-js": "^2.0.1", - "@kie/mock-github": "^1.0.0", "@octokit/core": "4.0.4", "@octokit/plugin-paginate-rest": "3.1.0", "@octokit/plugin-throttling": "4.1.0", @@ -267,7 +264,7 @@ "react-native-performance-flipper-reporter": "^2.0.0", "react-native-svg-transformer": "^1.0.0", "react-test-renderer": "18.2.0", - "reassure": "^0.9.0", + "reassure": "^0.10.1", "setimmediate": "^1.0.5", "shellcheck": "^1.1.0", "style-loader": "^2.0.0", diff --git a/src/CONFIG.ts b/src/CONFIG.ts index c02ed8065836..8b1dab5b3d71 100644 --- a/src/CONFIG.ts +++ b/src/CONFIG.ts @@ -64,6 +64,7 @@ export default { CONCIERGE_URL_PATHNAME: 'concierge/', DEVPORTAL_URL_PATHNAME: '_devportal/', CONCIERGE_URL: `${expensifyURL}concierge/`, + SAML_URL: `${expensifyURL}authentication/saml/login`, }, IS_IN_PRODUCTION: Platform.OS === 'web' ? process.env.NODE_ENV === 'production' : !__DEV__, IS_IN_STAGING: ENVIRONMENT === CONST.ENVIRONMENT.STAGING, diff --git a/src/CONST.ts b/src/CONST.ts index d1d9bb1dede9..e2f3fea08215 100755 --- a/src/CONST.ts +++ b/src/CONST.ts @@ -131,7 +131,6 @@ const CONST = { DESKTOP: `${ACTIVE_EXPENSIFY_URL}NewExpensify.dmg`, }, DATE: { - MOMENT_FORMAT_STRING: 'YYYY-MM-DD', SQL_DATE_TIME: 'YYYY-MM-DD HH:mm:ss', FNS_FORMAT_STRING: 'yyyy-MM-dd', LOCAL_TIME_FORMAT: 'h:mm a', @@ -243,6 +242,7 @@ const CONST = { CUSTOM_STATUS: 'customStatus', NEW_DOT_CATEGORIES: 'newDotCategories', NEW_DOT_TAGS: 'newDotTags', + NEW_DOT_SAML: 'newDotSAML', }, BUTTON_STATES: { DEFAULT: 'default', @@ -472,6 +472,7 @@ const CONST = { HAND_ICON_HEIGHT: 152, HAND_ICON_WIDTH: 200, SHUTTER_SIZE: 90, + MAX_REPORT_PREVIEW_RECEIPTS: 3, }, REPORT: { MAXIMUM_PARTICIPANTS: 8, @@ -1015,8 +1016,10 @@ const CONST = { ACTIVATE: 'ActivateStep', }, TIER_NAME: { + PLATINUM: 'PLATINUM', GOLD: 'GOLD', SILVER: 'SILVER', + BRONZE: 'BRONZE', }, WEB_MESSAGE_TYPE: { STATEMENT: 'STATEMENT_NAVIGATE', @@ -1271,6 +1274,8 @@ const CONST = { CARD_EXPIRATION_DATE: /^(0[1-9]|1[0-2])([^0-9])?([0-9]{4}|([0-9]{2}))$/, ROOM_NAME: /^#[\p{Ll}0-9-]{1,80}$/u, + // eslint-disable-next-line max-len, no-misleading-character-class + EMOJI: /[\p{Extended_Pictographic}\u200d\u{1f1e6}-\u{1f1ff}\u{1f3fb}-\u{1f3ff}\u{e0020}-\u{e007f}\u20E3\uFE0F]|[#*0-9]\uFE0F?\u20E3/gu, // eslint-disable-next-line max-len, no-misleading-character-class EMOJIS: /[\p{Extended_Pictographic}](\u200D[\p{Extended_Pictographic}]|[\u{1F3FB}-\u{1F3FF}]|[\u{E0020}-\u{E007F}]|\uFE0F|\u20E3)*|[\u{1F1E6}-\u{1F1FF}]{2}|[#*0-9]\uFE0F?\u20E3/gu, @@ -1289,18 +1294,26 @@ const CONST = { HAS_COLON_ONLY_AT_THE_BEGINNING: /^:[^:]+$/, HAS_AT_MOST_TWO_AT_SIGNS: /^@[^@]*@?[^@]*$/, - SPECIAL_CHAR_OR_EMOJI: - // eslint-disable-next-line no-misleading-character-class - /[\n\s,/?"{}[\]()&_~^%\\;`$=#<>!*\p{Extended_Pictographic}\u200d\u{1f1e6}-\u{1f1ff}\u{1f3fb}-\u{1f3ff}\u{e0020}-\u{e007f}\u20E3\uFE0F]|[#*0-9]\uFE0F?\u20E3/gu, + SPECIAL_CHAR: /[,/?"{}[\]()&^%;`$=#<>!*]/g, + + get SPECIAL_CHAR_OR_EMOJI() { + return new RegExp(`[~\\n\\s]|(_\\b(?!$))|${this.SPECIAL_CHAR.source}|${this.EMOJI.source}`, 'gu'); + }, - SPACE_OR_EMOJI: - // eslint-disable-next-line no-misleading-character-class - /(\s+|(?:[\p{Extended_Pictographic}\u200d\u{1f1e6}-\u{1f1ff}\u{1f3fb}-\u{1f3ff}\u{e0020}-\u{e007f}\u20E3\uFE0F]|[#*0-9]\uFE0F?\u20E3)+)/gu, + get SPACE_OR_EMOJI() { + return new RegExp(`(\\s+|(?:${this.EMOJI.source})+)`, 'gu'); + }, + + // Define the regular expression pattern to find a potential end of a mention suggestion: + // It might be a space, a newline character, an emoji, or a special character (excluding underscores & tildes, which might be used in usernames) + get MENTION_BREAKER() { + return new RegExp(`[\\n\\s]|${this.SPECIAL_CHAR.source}|${this.EMOJI.source}`, 'gu'); + }, // Define the regular expression pattern to match a string starting with an at sign and ending with a space or newline character - MENTION_REPLACER: - // eslint-disable-next-line no-misleading-character-class - /^@[^\n\r]*?(?=$|[\s,/?"{}[\]()&^%\\;`$=#<>!*\p{Extended_Pictographic}\u200d\u{1f1e6}-\u{1f1ff}\u{1f3fb}-\u{1f3ff}\u{e0020}-\u{e007f}\u20E3\uFE0F]|[#*0-9]\uFE0F?\u20E3)/u, + get MENTION_REPLACER() { + return new RegExp(`^@[^\\n\\r]*?(?=$|\\s|${this.SPECIAL_CHAR.source}|${this.EMOJI.source})`, 'u'); + }, MERGED_ACCOUNT_PREFIX: /^(MERGED_\d+@)/, diff --git a/src/ONYXKEYS.ts b/src/ONYXKEYS.ts index d9ea3488f85f..c3003699378c 100755 --- a/src/ONYXKEYS.ts +++ b/src/ONYXKEYS.ts @@ -1,4 +1,5 @@ import {ValueOf} from 'type-fest'; +import {OnyxEntry} from 'react-native-onyx/lib/types'; import DeepValueOf from './types/utils/DeepValueOf'; import * as OnyxTypes from './types/onyx'; import CONST from './CONST'; @@ -235,6 +236,8 @@ const ONYXKEYS = { DOWNLOAD: 'download_', POLICY: 'policy_', POLICY_MEMBERS: 'policyMembers_', + POLICY_DRAFTS: 'policyDrafts_', + POLICY_MEMBERS_DRAFTS: 'policyMembersDrafts_', POLICY_CATEGORIES: 'policyCategories_', POLICY_RECENTLY_USED_CATEGORIES: 'policyRecentlyUsedCategories_', POLICY_TAGS: 'policyTags_', @@ -429,5 +432,7 @@ type OnyxValues = { [ONYXKEYS.FORMS.SETTINGS_STATUS_SET_CLEAR_AFTER_FORM]: OnyxTypes.Form; }; +type OnyxKeyValue = OnyxEntry; + export default ONYXKEYS; -export type {OnyxKey, OnyxCollectionKey, OnyxValues}; +export type {OnyxKey, OnyxCollectionKey, OnyxValues, OnyxKeyValue}; diff --git a/src/ROUTES.ts b/src/ROUTES.ts index 398b9ac6ba4f..a677b7192fac 100644 --- a/src/ROUTES.ts +++ b/src/ROUTES.ts @@ -36,6 +36,8 @@ export default { APPLE_SIGN_IN: 'sign-in-with-apple', GOOGLE_SIGN_IN: 'sign-in-with-google', DESKTOP_SIGN_IN_REDIRECT: 'desktop-signin-redirect', + SAML_SIGN_IN: 'sign-in-with-saml', + // This is a special validation URL that will take the user to /workspace/new after validation. This is used // when linking users from e.com in order to share a session in this app. ENABLE_PAYMENTS: 'enable-payments', @@ -71,22 +73,26 @@ export default { SETTINGS_ABOUT: 'settings/about', SETTINGS_APP_DOWNLOAD_LINKS: 'settings/about/app-download-links', SETTINGS_WALLET: 'settings/wallet', - SETTINGS_WALLET_DOMAINCARDS: { + SETTINGS_WALLET_DOMAINCARD: { route: '/settings/wallet/card/:domain', getRoute: (domain: string) => `/settings/wallet/card/${domain}`, }, SETTINGS_REPORT_FRAUD: { - route: '/settings/wallet/cards/:domain/report-virtual-fraud', - getRoute: (domain: string) => `/settings/wallet/cards/${domain}/report-virtual-fraud`, + route: '/settings/wallet/card/:domain/report-virtual-fraud', + getRoute: (domain: string) => `/settings/wallet/card/${domain}/report-virtual-fraud`, }, SETTINGS_ADD_DEBIT_CARD: 'settings/wallet/add-debit-card', SETTINGS_ADD_BANK_ACCOUNT: 'settings/wallet/add-bank-account', SETTINGS_ENABLE_PAYMENTS: 'settings/wallet/enable-payments', + SETTINGS_WALLET_CARD_DIGITAL_DETAILS_UPDATE_ADDRESS: { + route: 'settings/wallet/card/:domain/digital-details/update-address', + getRoute: (domain: string) => `settings/wallet/card/${domain}/digital-details/update-address`, + }, SETTINGS_WALLET_TRANSFER_BALANCE: 'settings/wallet/transfer-balance', SETTINGS_WALLET_CHOOSE_TRANSFER_ACCOUNT: 'settings/wallet/choose-transfer-account', SETTINGS_WALLET_CARD_ACTIVATE: { - route: 'settings/wallet/cards/:domain/activate', - getRoute: (domain: string) => `settings/wallet/cards/${domain}/activate`, + route: 'settings/wallet/card/:domain/activate', + getRoute: (domain: string) => `settings/wallet/card/${domain}/activate`, }, SETTINGS_PERSONAL_DETAILS: 'settings/profile/personal-details', SETTINGS_PERSONAL_DETAILS_LEGAL_NAME: 'settings/profile/personal-details/legal-name', @@ -286,6 +292,11 @@ export default { I_AM_A_TEACHER: 'teachersunite/i-am-a-teacher', INTRO_SCHOOL_PRINCIPAL: 'teachersunite/intro-school-principal', + ERECEIPT: { + route: 'eReceipt/:transactionID', + getRoute: (transactionID: string) => `eReceipt/${transactionID}`, + }, + WORKSPACE_NEW: 'workspace/new', WORKSPACE_NEW_ROOM: 'workspace/new-room', WORKSPACE_INITIAL: { diff --git a/src/SCREENS.ts b/src/SCREENS.ts index 69f905e4a7a3..8ef787edec2e 100644 --- a/src/SCREENS.ts +++ b/src/SCREENS.ts @@ -2,17 +2,15 @@ * This is a file containing constants for all of the screen names. In most cases, we should use the routes for * navigation. But there are situations where we may need to access screen names directly. */ -const PROTECTED_SCREENS = { - HOME: 'Home', - CONCIERGE: 'Concierge', - REPORT_ATTACHMENTS: 'ReportAttachments', -} as const; - export default { - ...PROTECTED_SCREENS, + HOME: 'Home', LOADING: 'Loading', REPORT: 'Report', + REPORT_ATTACHMENTS: 'ReportAttachments', NOT_FOUND: 'not-found', + TRANSITION_BETWEEN_APPS: 'TransitionBetweenApps', + VALIDATE_LOGIN: 'ValidateLogin', + CONCIERGE: 'Concierge', SETTINGS: { ROOT: 'Settings_Root', PREFERENCES: 'Settings_Preferences', @@ -25,11 +23,10 @@ export default { SAVE_THE_WORLD: { ROOT: 'SaveTheWorld_Root', }, - TRANSITION_BETWEEN_APPS: 'TransitionBetweenApps', SIGN_IN_WITH_APPLE_DESKTOP: 'AppleSignInDesktop', SIGN_IN_WITH_GOOGLE_DESKTOP: 'GoogleSignInDesktop', DESKTOP_SIGN_IN_REDIRECT: 'DesktopSignInRedirect', - VALIDATE_LOGIN: 'ValidateLogin', + SAML_SIGN_IN: 'SAMLSignIn', // Iframe screens from olddot HOME_OLDDOT: 'Home_OLDDOT', @@ -44,5 +41,3 @@ export default { GROUPS_WORKSPACES_OLDDOT: 'GroupWorkspaces_OLDDOT', CARDS_AND_DOMAINS_OLDDOT: 'CardsAndDomains_OLDDOT', } as const; - -export {PROTECTED_SCREENS}; diff --git a/src/components/AddressSearch/CurrentLocationButton.js b/src/components/AddressSearch/CurrentLocationButton.js new file mode 100644 index 000000000000..893ec031ab7f --- /dev/null +++ b/src/components/AddressSearch/CurrentLocationButton.js @@ -0,0 +1,52 @@ +import PropTypes from 'prop-types'; +import React from 'react'; +import {Text} from 'react-native'; +import colors from '../../styles/colors'; +import styles from '../../styles/styles'; +import Icon from '../Icon'; +import * as Expensicons from '../Icon/Expensicons'; +import PressableWithFeedback from '../Pressable/PressableWithFeedback'; +import getButtonState from '../../libs/getButtonState'; +import * as StyleUtils from '../../styles/StyleUtils'; +import useLocalize from '../../hooks/useLocalize'; + +const propTypes = { + /** Callback that runs when location button is clicked */ + onPress: PropTypes.func, + + /** Boolean to indicate if the button is clickable */ + isDisabled: PropTypes.bool, +}; + +const defaultProps = { + isDisabled: false, + onPress: () => {}, +}; + +function CurrentLocationButton({onPress, isDisabled}) { + const {translate} = useLocalize(); + + return ( + e.preventDefault()} + onTouchStart={(e) => e.preventDefault()} + > + + {translate('location.useCurrent')} + + ); +} + +CurrentLocationButton.displayName = 'CurrentLocationButton'; +CurrentLocationButton.propTypes = propTypes; +CurrentLocationButton.defaultProps = defaultProps; + +export default CurrentLocationButton; diff --git a/src/components/AddressSearch/index.js b/src/components/AddressSearch/index.js index fe220d442674..3e676b811c16 100644 --- a/src/components/AddressSearch/index.js +++ b/src/components/AddressSearch/index.js @@ -1,7 +1,7 @@ import _ from 'underscore'; -import React, {useMemo, useRef, useState} from 'react'; +import React, {useEffect, useMemo, useRef, useState} from 'react'; import PropTypes from 'prop-types'; -import {LogBox, ScrollView, View, Text, ActivityIndicator} from 'react-native'; +import {Keyboard, LogBox, ScrollView, View, Text, ActivityIndicator} from 'react-native'; import {GooglePlacesAutocomplete} from 'react-native-google-places-autocomplete'; import lodashGet from 'lodash/get'; import compose from '../../libs/compose'; @@ -11,12 +11,16 @@ import themeColors from '../../styles/themes/default'; import TextInput from '../TextInput'; import * as ApiUtils from '../../libs/ApiUtils'; import * as GooglePlacesUtils from '../../libs/GooglePlacesUtils'; +import getCurrentPosition from '../../libs/getCurrentPosition'; import CONST from '../../CONST'; import * as StyleUtils from '../../styles/StyleUtils'; -import resetDisplayListViewBorderOnBlur from './resetDisplayListViewBorderOnBlur'; +import isCurrentTargetInsideContainer from './isCurrentTargetInsideContainer'; import variables from '../../styles/variables'; +import FullScreenLoadingIndicator from '../FullscreenLoadingIndicator'; +import LocationErrorMessage from '../LocationErrorMessage'; import {withNetwork} from '../OnyxProvider'; import networkPropTypes from '../networkPropTypes'; +import CurrentLocationButton from './CurrentLocationButton'; // The error that's being thrown below will be ignored until we fork the // react-native-google-places-autocomplete repo and replace the @@ -61,6 +65,9 @@ const propTypes = { /** Should address search be limited to results in the USA */ isLimitedToUSA: PropTypes.bool, + /** Shows a current location button in suggestion list */ + canUseCurrentLocation: PropTypes.bool, + /** A list of predefined places that can be shown when the user isn't searching for something */ predefinedPlaces: PropTypes.arrayOf( PropTypes.shape({ @@ -115,6 +122,7 @@ const defaultProps = { defaultValue: undefined, containerStyles: [], isLimitedToUSA: false, + canUseCurrentLocation: false, renamedInputKeys: { street: 'addressStreet', street2: 'addressStreet2', @@ -135,6 +143,11 @@ const defaultProps = { function AddressSearch(props) { const [displayListViewBorder, setDisplayListViewBorder] = useState(false); const [isTyping, setIsTyping] = useState(false); + const [isFocused, setIsFocused] = useState(false); + const [searchValue, setSearchValue] = useState(props.value || props.defaultValue || ''); + const [locationErrorCode, setLocationErrorCode] = useState(null); + const [isFetchingCurrentLocation, setIsFetchingCurrentLocation] = useState(false); + const shouldTriggerGeolocationCallbacks = useRef(true); const containerRef = useRef(); const query = useMemo( () => ({ @@ -144,6 +157,7 @@ function AddressSearch(props) { }), [props.preferredLocale, props.resultTypes, props.isLimitedToUSA], ); + const shouldShowCurrentLocationButton = props.canUseCurrentLocation && searchValue.trim().length === 0 && isFocused; const saveLocationDetails = (autocompleteData, details) => { const addressComponents = details.address_components; @@ -262,6 +276,72 @@ function AddressSearch(props) { props.onPress(values); }; + /** Gets the user's current location and registers success/error callbacks */ + const getCurrentLocation = () => { + if (isFetchingCurrentLocation) { + return; + } + + setIsTyping(false); + setIsFocused(false); + setDisplayListViewBorder(false); + setIsFetchingCurrentLocation(true); + + Keyboard.dismiss(); + + getCurrentPosition( + (successData) => { + if (!shouldTriggerGeolocationCallbacks.current) { + return; + } + + setIsFetchingCurrentLocation(false); + setLocationErrorCode(null); + + const location = { + lat: successData.coords.latitude, + lng: successData.coords.longitude, + address: CONST.YOUR_LOCATION_TEXT, + }; + props.onPress(location); + }, + (errorData) => { + if (!shouldTriggerGeolocationCallbacks.current) { + return; + } + + setIsFetchingCurrentLocation(false); + setLocationErrorCode(errorData.code); + }, + { + maximumAge: 0, // No cache, always get fresh location info + timeout: 5000, + }, + ); + }; + + const renderHeaderComponent = () => + props.predefinedPlaces.length > 0 && ( + <> + {/* This will show current location button in list if there are some recent destinations */} + {shouldShowCurrentLocationButton && ( + + )} + {!props.value && {props.translate('common.recentDestinations')}} + + ); + + // eslint-disable-next-line arrow-body-style + useEffect(() => { + return () => { + // If the component unmounts we don't want any of the callback for geolocation to run. + shouldTriggerGeolocationCallbacks.current = false; + }; + }, []); + return ( /* * The GooglePlacesAutocomplete component uses a VirtualizedList internally, @@ -269,119 +349,149 @@ function AddressSearch(props) { * To work around this, we wrap the GooglePlacesAutocomplete component with a horizontal ScrollView * that has scrolling disabled and would otherwise not be needed */ - - + - {props.translate('common.noResultsFound')} - ) - } - listLoaderComponent={ - - - - } - renderHeaderComponent={() => - !props.value && - props.predefinedPlaces && ( - {props.translate('common.recentDestinations')} - ) - } - onPress={(data, details) => { - saveLocationDetails(data, details); - setIsTyping(false); - - // After we select an option, we set displayListViewBorder to false to prevent UI flickering - setDisplayListViewBorder(false); - }} - query={query} - requestUrl={{ - useOnPlatform: 'all', - url: props.network.isOffline ? null : ApiUtils.getCommandURL({command: 'Proxy_GooglePlaces&proxyUrl='}), - }} - textInputProps={{ - InputComp: TextInput, - ref: (node) => { - if (!props.innerRef) { - return; - } - - if (_.isFunction(props.innerRef)) { - props.innerRef(node); - return; - } - - // eslint-disable-next-line no-param-reassign - props.innerRef.current = node; - }, - label: props.label, - containerStyles: props.containerStyles, - errorText: props.errorText, - hint: displayListViewBorder ? undefined : props.hint, - value: props.value, - defaultValue: props.defaultValue, - inputID: props.inputID, - shouldSaveDraft: props.shouldSaveDraft, - onBlur: (event) => { - resetDisplayListViewBorderOnBlur(setDisplayListViewBorder, event, containerRef); - props.onBlur(); - }, - autoComplete: 'off', - onInputChange: (text) => { - setIsTyping(true); - if (props.inputID) { - props.onInputChange(text); - } else { - props.onInputChange({street: text}); - } - - // If the text is empty and we have no predefined places, we set displayListViewBorder to false to prevent UI flickering - if (_.isEmpty(text) && _.isEmpty(props.predefinedPlaces)) { - setDisplayListViewBorder(false); - } - }, - maxLength: props.maxInputLength, - spellCheck: false, - }} - styles={{ - textInputContainer: [styles.flexColumn], - listView: [StyleUtils.getGoogleListViewStyle(displayListViewBorder), styles.overflowAuto, styles.borderLeft, styles.borderRight], - row: [styles.pv4, styles.ph3, styles.overflowAuto], - description: [styles.googleSearchText], - separator: [styles.googleSearchSeparator], - }} - numberOfLines={2} - isRowScrollable={false} - listHoverColor={themeColors.border} - listUnderlayColor={themeColors.buttonPressedBG} - onLayout={(event) => { - // We use the height of the element to determine if we should hide the border of the listView dropdown - // to prevent a lingering border when there are no address suggestions. - setDisplayListViewBorder(event.nativeEvent.layout.height > variables.googleEmptyListViewHeight); - }} - /> - - + + {props.translate('common.noResultsFound')} + ) + } + listLoaderComponent={ + + + + } + renderHeaderComponent={renderHeaderComponent} + onPress={(data, details) => { + saveLocationDetails(data, details); + setIsTyping(false); + + // After we select an option, we set displayListViewBorder to false to prevent UI flickering + setDisplayListViewBorder(false); + setIsFocused(false); + + // Clear location error code after address is selected + setLocationErrorCode(null); + }} + query={query} + requestUrl={{ + useOnPlatform: 'all', + url: props.network.isOffline ? null : ApiUtils.getCommandURL({command: 'Proxy_GooglePlaces&proxyUrl='}), + }} + textInputProps={{ + InputComp: TextInput, + ref: (node) => { + if (!props.innerRef) { + return; + } + + if (_.isFunction(props.innerRef)) { + props.innerRef(node); + return; + } + + // eslint-disable-next-line no-param-reassign + props.innerRef.current = node; + }, + label: props.label, + containerStyles: props.containerStyles, + errorText: props.errorText, + hint: + displayListViewBorder || (props.predefinedPlaces.length === 0 && shouldShowCurrentLocationButton) || (props.canUseCurrentLocation && isTyping) + ? undefined + : props.hint, + value: props.value, + defaultValue: props.defaultValue, + inputID: props.inputID, + shouldSaveDraft: props.shouldSaveDraft, + onFocus: () => { + setIsFocused(true); + }, + onBlur: (event) => { + if (!isCurrentTargetInsideContainer(event, containerRef)) { + setDisplayListViewBorder(false); + setIsFocused(false); + setIsTyping(false); + } + props.onBlur(); + }, + autoComplete: 'off', + onInputChange: (text) => { + setSearchValue(text); + setIsTyping(true); + if (props.inputID) { + props.onInputChange(text); + } else { + props.onInputChange({street: text}); + } + + // If the text is empty and we have no predefined places, we set displayListViewBorder to false to prevent UI flickering + if (_.isEmpty(text) && _.isEmpty(props.predefinedPlaces)) { + setDisplayListViewBorder(false); + } + }, + maxLength: props.maxInputLength, + spellCheck: false, + }} + styles={{ + textInputContainer: [styles.flexColumn], + listView: [StyleUtils.getGoogleListViewStyle(displayListViewBorder), styles.overflowAuto, styles.borderLeft, styles.borderRight, !isFocused && {height: 0}], + row: [styles.pv4, styles.ph3, styles.overflowAuto], + description: [styles.googleSearchText], + separator: [styles.googleSearchSeparator], + }} + numberOfLines={2} + isRowScrollable={false} + listHoverColor={themeColors.border} + listUnderlayColor={themeColors.buttonPressedBG} + onLayout={(event) => { + // We use the height of the element to determine if we should hide the border of the listView dropdown + // to prevent a lingering border when there are no address suggestions. + setDisplayListViewBorder(event.nativeEvent.layout.height > variables.googleEmptyListViewHeight); + }} + inbetweenCompo={ + // We want to show the current location button even if there are no recent destinations + props.predefinedPlaces.length === 0 && shouldShowCurrentLocationButton ? ( + + + + ) : ( + <> + ) + } + /> + setLocationErrorCode(null)} + locationErrorCode={locationErrorCode} + /> + + + {isFetchingCurrentLocation && } + ); } diff --git a/src/components/AddressSearch/isCurrentTargetInsideContainer.js b/src/components/AddressSearch/isCurrentTargetInsideContainer.js new file mode 100644 index 000000000000..18bfc10a8dcb --- /dev/null +++ b/src/components/AddressSearch/isCurrentTargetInsideContainer.js @@ -0,0 +1,8 @@ +function isCurrentTargetInsideContainer(event, containerRef) { + // The related target check is required here + // because without it when we select an option, the onBlur will still trigger setting displayListViewBorder to false + // it will make the auto complete component re-render before onPress is called making selecting an option not working. + return containerRef.current && event.target && containerRef.current.contains(event.relatedTarget); +} + +export default isCurrentTargetInsideContainer; diff --git a/src/components/AddressSearch/isCurrentTargetInsideContainer.native.js b/src/components/AddressSearch/isCurrentTargetInsideContainer.native.js new file mode 100644 index 000000000000..dbf0004b08d9 --- /dev/null +++ b/src/components/AddressSearch/isCurrentTargetInsideContainer.native.js @@ -0,0 +1,6 @@ +function isCurrentTargetInsideContainer() { + // The related target check is not required here because in native there is no race condition rendering like on the web + return false; +} + +export default isCurrentTargetInsideContainer; diff --git a/src/components/AddressSearch/resetDisplayListViewBorderOnBlur.js b/src/components/AddressSearch/resetDisplayListViewBorderOnBlur.js deleted file mode 100644 index def4da13a9a2..000000000000 --- a/src/components/AddressSearch/resetDisplayListViewBorderOnBlur.js +++ /dev/null @@ -1,11 +0,0 @@ -function resetDisplayListViewBorderOnBlur(setDisplayListViewBorder, event, containerRef) { - // The related target check is required here - // because without it when we select an option, the onBlur will still trigger setting displayListViewBorder to false - // it will make the auto complete component re-render before onPress is called making selecting an option not working. - if (containerRef.current && event.target && containerRef.current.contains(event.relatedTarget)) { - return; - } - setDisplayListViewBorder(false); -} - -export default resetDisplayListViewBorderOnBlur; diff --git a/src/components/AddressSearch/resetDisplayListViewBorderOnBlur.native.js b/src/components/AddressSearch/resetDisplayListViewBorderOnBlur.native.js deleted file mode 100644 index 7ae5a44cae71..000000000000 --- a/src/components/AddressSearch/resetDisplayListViewBorderOnBlur.native.js +++ /dev/null @@ -1,7 +0,0 @@ -function resetDisplayListViewBorderOnBlur(setDisplayListViewBorder) { - // The related target check is not required here because in native there is no race condition rendering like on the web - // onPress still called when cliking the option - setDisplayListViewBorder(false); -} - -export default resetDisplayListViewBorderOnBlur; diff --git a/src/components/AnonymousReportFooter.js b/src/components/AnonymousReportFooter.js index dd1a0864b0cf..43933210dc0b 100644 --- a/src/components/AnonymousReportFooter.js +++ b/src/components/AnonymousReportFooter.js @@ -36,6 +36,7 @@ function AnonymousReportFooter(props) { report={props.report} personalDetails={props.personalDetails} isAnonymous + shouldEnableDetailPageNavigation /> diff --git a/src/components/Attachments/AttachmentCarousel/extractAttachmentsFromReport.js b/src/components/Attachments/AttachmentCarousel/extractAttachmentsFromReport.js index 8a623a44709f..dae0191b2158 100644 --- a/src/components/Attachments/AttachmentCarousel/extractAttachmentsFromReport.js +++ b/src/components/Attachments/AttachmentCarousel/extractAttachmentsFromReport.js @@ -53,7 +53,7 @@ function extractAttachmentsFromReport(report, reportActions) { const transaction = TransactionUtils.getTransaction(transactionID); if (TransactionUtils.hasReceipt(transaction)) { - const {image} = ReceiptUtils.getThumbnailAndImageURIs(transaction.receipt.source, transaction.filename); + const {image} = ReceiptUtils.getThumbnailAndImageURIs(transaction); attachments.unshift({ source: tryResolveUrlFromApiRoot(image), isAuthTokenRequired: true, diff --git a/src/components/Attachments/AttachmentCarousel/index.native.js b/src/components/Attachments/AttachmentCarousel/index.native.js index bd12020341be..bcea50698b3b 100644 --- a/src/components/Attachments/AttachmentCarousel/index.native.js +++ b/src/components/Attachments/AttachmentCarousel/index.native.js @@ -104,10 +104,10 @@ function AttachmentCarousel({report, reportActions, source, onNavigate, onClose, * @returns {JSX.Element} */ const renderItem = useCallback( - ({item}) => ( + ({item, isActive}) => ( setShouldShowArrows(!shouldShowArrows)} /> ), diff --git a/src/components/Attachments/AttachmentView/index.js b/src/components/Attachments/AttachmentView/index.js index a1b07fb99dd8..34ff45160ce9 100755 --- a/src/components/Attachments/AttachmentView/index.js +++ b/src/components/Attachments/AttachmentView/index.js @@ -1,5 +1,5 @@ import React, {memo, useState} from 'react'; -import {View, ActivityIndicator} from 'react-native'; +import {View, ScrollView, ActivityIndicator} from 'react-native'; import _ from 'underscore'; import PropTypes from 'prop-types'; import Str from 'expensify-common/lib/str'; @@ -22,6 +22,7 @@ import * as TransactionUtils from '../../../libs/TransactionUtils'; import DistanceEReceipt from '../../DistanceEReceipt'; import useNetwork from '../../../hooks/useNetwork'; import ONYXKEYS from '../../../ONYXKEYS'; +import EReceipt from '../../EReceipt'; const propTypes = { ...attachmentViewPropTypes, @@ -101,6 +102,19 @@ function AttachmentView({ ); } + if (TransactionUtils.hasEReceipt(transaction)) { + return ( + + + + + + ); + } + // Check both source and file.name since PDFs dragged into the text field // will appear with a source that is a blob if ((_.isString(source) && Str.isPDF(source)) || (file && Str.isPDF(file.name || translate('attachmentView.unknownFilename')))) { diff --git a/src/components/Button/index.js b/src/components/Button/index.js index dc12a4ded5c2..16654ce87d30 100644 --- a/src/components/Button/index.js +++ b/src/components/Button/index.js @@ -9,8 +9,6 @@ import Icon from '../Icon'; import CONST from '../../CONST'; import * as StyleUtils from '../../styles/StyleUtils'; import HapticFeedback from '../../libs/HapticFeedback'; -import withNavigationFallback from '../withNavigationFallback'; -import compose from '../../libs/compose'; import * as Expensicons from '../Icon/Expensicons'; import withNavigationFocus from '../withNavigationFocus'; import validateSubmitShortcut from './validateSubmitShortcut'; @@ -328,10 +326,7 @@ class Button extends Component { Button.propTypes = propTypes; Button.defaultProps = defaultProps; -export default compose( - withNavigationFallback, - withNavigationFocus, -)( +export default withNavigationFocus( React.forwardRef((props, ref) => (