Merge branch 'main' of https://github.com/rezkiy37/Expensify into fix…

…/53694-invoice-report-title

android/app/build.gradle

@@ -110,8 +110,8 @@ android {
         minSdkVersion rootProject.ext.minSdkVersion
         targetSdkVersion rootProject.ext.targetSdkVersion
         multiDexEnabled rootProject.ext.multiDexEnabled
-        versionCode 1009007607
-        versionName "9.0.76-7"
+        versionCode 1009007612
+        versionName "9.0.76-12"
         // Supported language variants must be declared here to avoid from being removed during the compilation.
         // This also helps us to not include unnecessary language variants in the APK.
         resConfigs "en", "es"

docs/articles/expensify-classic/connections/Expensify-API.md

@@ -0,0 +1,227 @@
+---
+title: Expensify API
+description: User-sourced tips and tricks for using Expensify’s API. 
+---
+# Overview
+An API (Application Programming Interface) allows two programs to communicate with each other. Expensify's API connects with various software platforms like NetSuite or Xero, and it can also link to other systems that don’t have a pre-made connection, such as [Workday](https://help.expensify.com/articles/expensify-classic/integrations/HR-integrations/Workday).
+
+{% include info.html %} 
+To begin, review our [Integration Server Manual](https://integrations.expensify.com/Integration-Server/doc/#introduction) thoroughly, as it will be your primary resource. The Expensify API is a self-serve tool, and your internal team is responsible for setting it up and ensuring it meets your needs. We can assist with basic troubleshooting, but the level of support may vary based on the support agent or account manager. It’s important for your team to be familiar with the setup process. 
+{% include end-info.html %}
+
+We've compiled answers to some frequently asked questions to help you get started.
+
+**Should I give your support team my API credentials when I need help?**
+
+If you’re seeking help with Expensify's API, do not share your partnerUserSecret. If you do, immediately rotate your credentials on [this page](https://www.expensify.com/tools/integrations/).
+
+**Is there a rate limit?** 
+
+Yes, the rate limit is currently 50 requests per minute. If you exceed this limit, you'll receive an error message.
+
+**What is a Policy ID?** 
+
+This is also known as a Workspace ID. To find your Policy/Workspace ID, 
+Hover over Settings and click Workspaces. 
+Click the name of the Workspace. 
+Copy the ID number from the URL. For example, if the URL is https://www.expensify.com/policy?param={"policyID":"0810E551A5F2A9C2”}, then your workspace ID is 0810E551A5F2A9C2.
+
+**Can I use the parent type `file` to export workspace/policy data?**
+
+No. The parent type `file` can only be used to export expense and report data — not policy information. To export policy data (e.g., categories, tags), you must use the `get` type with `inputSettings.type` set to `policy`.
+
+**Can I use the API to create Domain Groups?**
+
+No, you cannot create domain groups. You can only assign users to them.
+
+**I’m exporting expense IDs `${expense.transactionID}` but when I open my CSV in Excel, it’s changing all the IDs and making them look the same. How can I prevent this?**
+
+Try prepending a non-numeric character like a quote to force Excel to interpret the value as a string and not a number (i.e., `'${expense.transactionID}`).  
+
+**How can we export the person who will approve a report while the reports are still processing?** 
+
+Use the field ${report.managerEmail}.
+
+**Why won’t my boolean field return any data?** 
+
+Boolean fields won't output values without a string. For example, instead of using `${expense.billable}`, use `${expense.billable?string("Yes", "No")}`. This will display "Yes" if the expense is billable and "No" if it is not.
+
+**Can I export the reports for just one user?** 
+
+Not in a quick convenient way, as you would need to include the user in your template. The simplest approach is to export data for all users and then apply a filter in your preferred spreadsheet program.
+
+**Can I create expenses on behalf of users?** 
+
+Yes. However, to access the Expense Creator API on behalf of employees, Expensify needs to verify the following setup:
+
+Ensure you are properly configured (e.g., Domain Control, Domain Admin, Policy Admin).
+Verify you have internal authorization to add data to other accounts within your domain.
+
+If you need this access, contact [email protected] and reference this help page. 
+
+## Using Postman
+
+Many customers use Postman to help them build out their APIs. Below are some guides contributed by our customers. Please note, in all cases, you will need to first generate your authentication credentials, the steps for which can be found [here](https://integrations.expensify.com/Integration-Server/doc/#introduction) and have them ready:
+
+### Download expenses from a report as a CSV file
+
+**Step 1: Get the ID of a report you want to export in Expensify**
+
+Find the ID by opening the expense report and clicking Details at the top right corner of the page. At the top of the menu, the ID is provided as the “Long ID.” 
+
+**Step 3: Export (generate) a "Report" as a CSV file**
+{% include info.html %} 
+For this you'll use the Documentation under [Report Exporter](https://integrations.expensify.com/Integration-Server/doc/#export). 
+{% include end-info.html %}
+
+In Postman, set the following:
+
+- HTTP Action: POST
+- URL: https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations
+- Your only Parameters ("Params") will be "requestJobDescription", described below
+- Body: "x-www-form-encoded", with a key "template", described below
+
+The requestJobDescription key will have a value like below:
+
+```
+{
+    "type": "file",
+    "credentials": {
+        "partnerUserID": "my_user_id",
+        "partnerUserSecret": "my_user_secret"
+    },
+    "onReceive": {
+        "immediateResponse": [
+            "returnRandomFileName"
+        ]
+    },
+    "inputSettings": {
+        "type": "combinedReportData",
+        "filters": {
+            "reportIDList": "50352738"
+        }
+    },
+    "outputSettings": {
+        "fileExtension": "csv"
+    }
+}
+```
+Take the above and replace it with your own partnerUserID, partnerUserSecret, and reportIDList. To download multiple reports, you can use a comma-separated list as the reportIDList, such as "12345,45678,11111".
+
+The template key will have the value like below:
+
+```
+<#if addHeader>
+ Merchant,Amount,Transaction Date<#lt>
+</#if>
+<#list reports as report>
+ <#list report.transactionList as expense>
+ <#if expense.modifiedMerchant?has_content>
+ <#assign merchant = expense.modifiedMerchant>
+ <#else>
+ <#assign merchant = expense.merchant>
+ </#if>
+ <#if expense.convertedAmount?has_content>
+ <#assign amount = expense.convertedAmount/100>
+ <#elseif expense.modifiedAmount?has_content>
+ <#assign amount = expense.modifiedAmount/100>
+ <#else>
+ <#assign amount = expense.amount/100>
+ </#if>
+ <#if expense.modifiedCreated?has_content>
+ <#assign created = expense.modifiedCreated>
+ <#else>
+ <#assign created = expense.created>
+ </#if>
+ ${merchant},<#t>
+ ${amount},<#t>
+ ${created}<#lt>
+ </#list>
+</#list>
+```
+
+The template variable determines what information is saved in your CSV file. If you want more columns than merchant, amount, and transaction date, follow the syntax as defined in the export template format documentation.
+
+**Step 4: Save your generated file name**
+
+Expensify currently supports only the "onReceive":{"immediateResponse":["returnRandomFileName"]} option in step 3, so you should receive a random filename back from the API like "exportc111111d-a1a1-a1a1-a1a1-d1111111f.csv". You will need to document this filename if you plan on running the download command after this one.
+
+**Step 5: Download your exported report**
+
+Set up another API call in almost the same way you did before. You don't need the template key in the Body anymore, so delete that and set the Body type to "none". Then modify your requestJobDescription to read like below, but with your own credentials and file name:
+
+```
+{
+    "type": "download",
+    "credentials": {
+        "partnerUserID": "my_user_id",
+        "partnerUserSecret": "my_user_secret"
+    },
+    "fileName": "exportc111111d-a1a1-a1a1-a1a1-d1111111f.csv",
+    "fileSystem": "integrationServer"
+}
+```
+
+Click Go and you should see the CSV in the response body.
+
+*Thank you to our customer Frederico Pettinella who originally wrote and shared this guide.*
+
+### Use Advanced Employee Updater API with Postman
+
+1. Create a new request.
+2. Select POST as the method.
+3. Copy-paste this to the URL section: https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations
+4. Do not add anything to "Params", "Authorization", or "Header". Go straight to "Body".
+5. Select "x-www-form-urlencoded" and add 2 keys "requestJobDescription" and "data".
+6. For "requestJobDescription" copy and paste the following text, and replace the values for "partnerUserID", "partner_UserSecret", and "recipients". Remember that "dry-run"=true means that it's just for testing. Set it to false whenever you are ready to modify that in production.
+
+```
+{
+    "type": "update",
+    "dry-run" : true,
+    "credentials": {
+      "partnerUserID": "aa_api_domain_com",
+      "partnerUserSecret": "xxx"
+    },
+    "dataSource" : "request",
+   "inputSettings": {
+      "type": "employees",
+       "entity": "generic"
+    },
+    "onFinish":[
+      {"actionName": "email", "recipients":"[email protected]"}  
+    ]
+  }'
+For "data" copy-paste the following text and replace values as needed
+{
+    "Employees":[
+      { 
+        "employeeEmail": "[email protected]", 
+        "managerEmail": "[email protected]",
+        "policyID": "1D1BC525C4892584", 
+"isTerminated": "false",
+     }
+]}
+```
+
+7. Click SEND.
+
+This is how it should look on Postman:
+
+![Image of API credentials request]({{site.url}}/assets/images/ExpensifyHelp-Postman-userID-userSecret-request.png){:width="100%"}
+
+![Image of API data request]({{site.url}}/assets/images/ExpensifyHelp-Postman-Request-data.png){:width="100%"}
+
+This is how the value looks inside those keys:
+
+![Image of API dry run]({{site.url}}/assets/images/ExpensifyHelp-Postman-Successful-dryrun-response.png){:width="100%"}
+
+Remember that there are 4 [required fields](https://integrations.expensify.com/Integration-Server/doc/employeeUpdater/#api-principles) needed to make this API call to work:
+
+- employeeEmail	
+- managerEmail	
+- employeeID	
+- policyID
+
+*Thank you to our customer Raul Hernandez who originally wrote and shared this guide.*
+

docs/articles/expensify-classic/workspaces/Track-Taxes.md

@@ -0,0 +1,76 @@
+---
+title: Track Taxes
+description: How to track taxes and apply them to expenses
+---
+Expensify's tax tracking allows you to create tax rates and codes for domestic and foreign currencies, and even for different expense categories. Once you've enabled tax tracking, your default tax rate is automatically applied to all expenses. 
+
+# Tax Tracking - Connected to an accounting integration
+
+If your Workspace is connected to Xero, QuickBooks Online, Sage Intacct, or NetSuite, you can run through the following steps to set up tax tracking:
+1. Hover over **Settings**, then click **Workspaces**.
+2. Click the desired workspace name.
+3. Click the **Connections** tab on the left.
+4. Click **Configure**.
+5. Click **Sync Connection**. 
+
+Your tax rates will be imported from the accounting system and indicated by its logo.
+
+# Tax Tracking - Not connected to an accounting integration
+
+If your Workspace is not connected to an accounting system, you can run through the following steps to set up tax tracking:
+1. Hover over **Settings**, then click **Workspaces**.
+2. Click the desired workspace name.
+3. Click the **Tax** tab on the left.
+4. Enable the toggle to allow taxes to be added to expenses.
+5. You can modify the existing tax rate, or you can click New Option to add a new tax rate. For each tax rate, you can enable/disable them individually, add a specific name for the rate, add a percent value, and (if desired) add a unique tax code. 
+6. Once you have your tax codes added, go to the top of the screen to enter the name that taxes will appear as on expenses. You'll also select which of your tax rates you will use as your defaults for expenses submitted under your workspace currency and foreign currency. 
+
+## Track tax by expense category
+
+You can also set tax rates for specific expense categories:
+1. Hover over **Settings**, then click **Workspaces**.
+2. Click the desired workspace name.
+3. Click the **Categories** tab on the left.
+4. Click **Edit** next to the desired category.
+5. Click the Default Tax dropdown and select the desired tax rate.
+
+This rate will be applied to all new expenses under this category, overriding the workspace's default currency tax rate.
+
+{% include faq-begin.md %}
+
+## How do I set up multiple taxes (GST/PST/QST) for indirect connections?
+
+Expenses sometimes have more than one tax applied to them (for example in Canada, expenses can have both a Federal GST and a provincial PST or QST). 
+
+To handle multiple tax rates, you can create a new tax rate that combines both into a single rate. For example, if you have a GST of 5% and PST of 7%, you can add them together and create a new tax rate of 12%.
+
+From the Reports page, you can generate a CSV containing all the expense information, including the split-out taxes, by going to the Reports tab, clicking **Export To**, and selecting **Tax Report**. 
+
+## How do I handle the taxes for a receipt that includes more than one tax rate?
+
+If your receipt includes more than one tax rate, there are two ways you can handle the tax rate:
+
+- Many tax authorities do not require the reporting of tax amounts by rate; therefore, you can apply the highest rate on the receipt and then modify the tax amount on the receipt if necessary. Please check with your tax advisor to determine if this approach is appropriate for you.
+- Alternatively, you can apply each specific tax rate by splitting the expense by the applicable expenses for each rate. To do this, open the expense and click **Split Expense**. Then apply the correct tax rate to each.
+
+## What if my workspace has multiple tax rates?
+
+You'll have the option to change the tax rate from within the expense as needed.
+
+## What should I do if the tax amount for my expense does not show up, or is it showing as a different amount than what I expected? 
+
+In Expensify, tax is *inclusive*, meaning it's already part of the total amount shown. If the tax amount doesn't show up on your receipt or is different than the calculated amount, you can manually type in the correct tax amount.
+
+To determine the inclusive tax from a total price that already includes tax, you can use the following formula:
+
+**Tax amount = (Total price x Tax rate) ÷ (1 + Tax Rate)**
+
+For example, if an item costs $100  and the tax rate is 20%:
+Tax amount = (**$100** x .20) ÷ (1 + .**20**) = **$16.67**
+This means the tax amount of $16.67 is included in the total.
+
+If you are simply trying to calculate the price before tax, you can use the formula: 
+
+**Price before tax = (Total price) ÷ (1 + Tax rate)**
+
+{% include faq-end.md %}