Merge branch 'main' into expo-image

android/app/build.gradle

@@ -96,8 +96,8 @@ android {
         minSdkVersion rootProject.ext.minSdkVersion
         targetSdkVersion rootProject.ext.targetSdkVersion
         multiDexEnabled rootProject.ext.multiDexEnabled
-        versionCode 1001040700
-        versionName "1.4.7-0"
+        versionCode 1001040800
+        versionName "1.4.8-0"
     }
 
     flavorDimensions "default"

docs/_data/_routes.yml

@@ -112,21 +112,11 @@ platforms:
         title: Expensify Card
         icon: /assets/images/hand-card.svg
         description: Explore how the Expensify Card combines convenience and security to enhance everyday business transactions. Discover how to apply for, oversee, and maximize your card perks here.
-
-      - href: expensify-partner-program
-        title: Expensify Partner Program
-        icon: /assets/images/handshake.svg
-        description: Discover how to get the most out of Expensify as an ExpensifyApproved! accountant partner. Learn how to set up your clients, receive CPE credits, and take advantage of your partner discount.
 
       - href: get-paid-back
         title: Get Paid Back
         icon: /assets/images/money-into-wallet.svg
         description: Whether you submit an expense report or an invoice, find out here how to ensure a smooth and timely payback process every time.
-
-      - href: send-payments
-        title: Send Payments
-        icon: /assets/images/money-wings.svg
-        description: Uncover step-by-step guidance on sending direct reimbursements to employees, paying an invoice to a vendor, and utilizing third-party payment options.
 
       - href: workspace-and-domain-settings
         title: Workspace & Domain Settings

docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md

@@ -0,0 +1,84 @@
+---
+title:  Cardholder Settings and Features
+description: Expensify Card Settings for Employees
+---
+
+# How to use your Expensify Card
+Once you receive your card, you can start using it right away. 
+
+First, you'll want to take note of the Smart Limit tied to your card – this is listed in your card settings via **Settings > Account > Credit Card Import**. This limit represents the total amount of unapproved expenses you can have on the card.
+
+It's crucial to continuously submit your expenses promptly, as that'll ensure they can be approved and restore your full limit. You can always chat with your admin if you need your limit adjusted.
+
+You can swipe your Expensify Card like you would with any other card. As you make purchases, you'll get instant alerts on your phone letting you know if you need to SmartScan receipts. Any SmartScanned receipts should merge with the card expense automatically.
+
+If your organization doesn't require itemized receipts, you can rely on eReceipts instead. As long as the expense isn't lodging-related, Expensify will automatically generate an IRS-compliant eReceipt for every transaction.
+
+You can report and submit Expensify Card expenses just like any other expenses. As they're approved, your Smart Limit will be refreshed accordingly, allowing you to keep making purchases.
+
+## Enable Notifications
+Download the Expensify mobile app and enable push notifications to stay current on your spending activity. Your card is connected to your Expensify account, so each transaction on your card will trigger a push notification. We'll also send you a push notification if we detect potentially fraudulent activity and allow you to confirm your purchase. 
+
+Follow the steps below to enable real-time alerts on your mobile device.
+
+**If you have an iPhone**:
+1. Open the Expensify app and tap the three-bar icon in the upper-left corner
+2. Tap **Settings** and enable **Receive realtime alerts**
+3. Accept the confirmation dialogue to go to your iPhone's notification settings for Expensify. Turn on Allow Notifications, and choose the notification types you’d like!
+
+**If you have an Android**:
+1. Go to Settings and open 'Apps and Notifications'.
+2. Find and open Expensify and enable notifications.
+3. Customize your alerts. Depending on your phone model, you may have extra options to customize the types of notifications you receive.
+
+## Your virtual card
+Once you're assigned a limit, you'll be able to use your virtual card immediately. You can view your virtual card details via **Settings > Account > Credit Card Import > Show Details**. Keep in mind that your virtual card and physical card share a limit.
+
+The virtual Expensify Card includes a card number, expiration date, and security code (CVC). You can use the virtual card for online purchases, in-app transactions, and in-person payments once it's linked to a mobile wallet (Apple Pay or Google Pay).
+
+## How to access your virtual card details
+Here's how to access your virtual card details via the Expensify mobile app:
+1. Tap the three-bar icon in the upper-left corner 
+2. Tap **Settings > Connected Cards**
+3. Under **Virtual Card**, tap **Show Details**
+
+From there, you can view your virtual card's number, CVV, expiration date, and billing address. 
+
+Here's how to access your virtual card details via the Expensify web app:
+1. Head to **Settings > Account > Credit Card Import**
+2. Under **Virtual Card**, click **Show Details**
+
+From there, you can view your virtual card's card number, CVV, expiration date, and billing address.
+
+## How to add your virtual card to a digital wallet (Apple Pay or Google Pay)
+
+To use the Expensify Card for contactless payment, add it to your digital wallet from the mobile app:
+1. Tap the three-bar icon in the upper-left corner 
+2. Tap **Settings > Connected Cards**
+3. Depending on your device, tap **Add to Apple Wallet** or **Add to Gpay** 
+4. Complete the remaining steps
+
+## Expensify Card declines
+As long as you've enabled 'Receive real-time alerts', you'll get a notification explaining the reason for each decline. You can enable alerts in the mobile app by clicking on the three-bar icon in the upper-left corner > **Settings** > toggle **Receive real-time alerts**. 
+
+Here are some reasons an Expensify Card transaction might be declined:
+
+- You have an insufficient card limit
+     - If a transaction exceeds your Expensify Card's available limit, the transaction will be declined. You can see the remaining limit in the mobile app under **Settings > Connected Cards** or in the web app under **Settings > Account > Credit Card Import**. 
+     - Submitting expenses and getting them approved will free up your limit for more spending.
+
+- Your card isn't active yet or it was disabled by your Domain Admin
+- Your card information was entered incorrectly with the merchant. Entering incorrect card information, such as the CVC, ZIP, or expiration date, will also lead to declines. 
+There was suspicious activity
+- If Expensify detects unusual or suspicious activity, we may block transactions as a security measure
+     - This could happen due to irregular spending patterns, attempted purchases from risky vendors, or multiple rapid transactions. 
+     - Check your Expensify Home page to approve unusual merchants and try again.
+     - If the spending looks suspicious, we may complete a manual due diligence check, and our team will do this as quickly as possible - your cards will all be locked while this happens.  
+- The merchant is located in a restricted country
+
+# FAQ
+## Can I use Smart Limits with a free Expensify account? 
+If you're on the Free plan, you won't have the option to use Smart Limits. Your card limit will simply reset at the end of each calendar month.
+
+## I still haven't received my Expensify Card. What should I do? 
+For more information on why your card hasn't arrived, you can check out this resource on [Requesting a Card](https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Card#what-if-i-havent-received-my-card-after-multiple-weeks).

docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md

@@ -0,0 +1,87 @@
+---
+title: Partner Billing Guide
+description: Understand how Expensify bills partners and their clients
+---
+
+# Overview
+
+The ExpensifyApproved! Partner Program offers exclusive billing rates and features tailored for accountants to ensure seamless client management. If you are an accountant or consultant who recommends spend management solutions to your clients, becoming an ExpensifyApproved! Accountant may be a great certification for you. This guide will walk you through the unique billing perks available to ExpensifyApproved! partners, emphasizing the importance of understanding and managing client billing effectively. To learn what perks partners receive, check out the ExpensifyApproved! program details here.
+
+#  Get exclusive partner pricing
+
+All ExpensifyApproved! Partners are automatically eligible for a special rate of $9/seat monthly, without an annual commitment when they adopt the Expensify Card. This provides flexibility as active users can vary. Here are the specifics on pricing for our Approved! Partners’ clients:
+- **Bundled pricing:** US Clients using the Expensify Card get up to a 50% discount, bringing their monthly bill to $9/seat. Reach out to your Partner Manager to discuss exclusive international pricing discount.
+- **Unbundled pricing (or pay-per-use pricing):** Clients not using the Expensify Card are billed at $18/seat monthly.
+- **No annual commitment:** Partners pay only for what they use, with no annual subscriptions required.
+- **Expensify Card revenue share:** All partners receive a 0.5% revenue share on Expensify Card transactions made by clients. This revenue share can be passed back to the client for an additional discount to offset their Expensify bill.
+
+# Understanding the billing process
+
+Expensify bills the owner of the expense workspace for the activity on that workspace. If accountants retain ownership of client workspaces, they receive the bill and can then re-bill their clients based on individual agreements.
+
+Each month, Expensify will send a consolidated bill detailing:
+- **Pay-per-use seats:** This is the number of active clients and their users for the month.
+- **Expensify Card discount**: This amount reflects how much spend is put on your card, which then determines the discount for that month.
+- **Total monthly price:** This amount is the overall price of Expensify when using the Expensify Card discount to offset the cost of the pay-per-use seats.
+- **Workspace list:** This is an overview of all client workspaces with their respective active seats.
+
+## Consolidated Domain Billing
+
+If your firm wishes to consolidate all Expensify billing to a single account, the Consolidated Domain Billing feature is your go-to tool. It centralizes payment for all group workspaces owned by any domain member of your firm.
+
+### Activating Consolidated Domain Billing:
+  1. Claim and verify your firm’s domain.
+  2. Navigate to **Settings > Domains > [Domain Name] > Domain Admins** and set a **"Primary Domain Admin"** by using the drop down toggle to select an email address. 
+  3. Enable **Consolidated Domain Billing** in the same section.
+
+The Consolidated Domain Billing tool ensures that billing takes place under a single Expensify account associated with your firm. This eliminates the need to add multiple payment cards across various accounts to cover payments for multiple clients.
+
+## Maintaining a Console of all clients:
+
+If your firm wants to have a console view of all client workspaces and domains, you will want to create a single, centralized login to manage all client workspaces and domains, such as [email protected]. 
+
+  1. Create a dedicated email address that will act as the universal workspace owner, for example, [email protected].
+  2. Register this email with Expensify or your chosen platform and ensure it is verified and secured.
+  3. Within each client workspace settings, add your centralized email (e.g. [email protected]) as a workspace admin.
+  4. Do the same with each client domain.
+
+## Applying Client IDs to a bill 
+
+Using client IDs for Optimized Billing in Expensify: A unique identifier feature for ExpensifyApproved! accountants. Streamline client Workspace recognition and make your billing process more efficient.
+
+# How to assign a client ID to a workspace
+  1. Log in to your account: Ensure you’re using an Approved! accountant account.
+  2. Navigate to the desired Workspace: Go to **Settings > Workspaces > [Workspace Name] > Overview**.
+  3. Input the identifier: Here, you can input an alphanumeric unique identifier for each client workspace.
+**Note:** If a client has multiple workspaces, ensure each workspace has a consistent client ID.
+
+# How to access and download billing receipts
+- Accessing Billing: **Settings: Go to Settings > Your Account > Payments > Billing History.**
+- Download the Receipt: Click on **"Download Receipt CSV".**
+
+# Deep Dive
+- Using client IDs for all Workspaces: It's beneficial to use client IDs for all Workspaces to ensure each one is easily recognizable.
+- Benefits of itemized billing receipts: Employing client IDs offers itemized billing by client, with each itemization detailing unique active users.
+
+# FAQ
+
+**Do I automatically get the special billing rate as an ExpensifyApproved! Partner?**
+- Yes, when you join the ExpensifyApproved! program, you will automatically get the special billing rate. To join the ExpensifyApproved! Program, you need to enroll in ExpensifyApproved! University. 
+
+**How can I check my billing details?**
+- To check your billing details, be on the lookout for your detailed billing statement sent out at the end of each month. 
+
+**Can I pass the bill to my clients?**
+- Yes, you can pass the bill on to your clients. If you retain ownership of client workspaces in Expensify, you can re-bill your clients. If you’d like the client to own the billing of the Expensify, they can take over billing. 
+
+**What if I don't want to use the Expensify Card?**
+- If you prefer not to use the Expensify Card, your clients will be billed at $18/seat monthly.
+
+**Why use client IDs?**
+- Client IDs provide a streamlined method to identify and manage workspaces, especially beneficial when a client has multiple workspaces.
+
+**Do I need a client ID for each Workspace?**
+- Yes, if you want to ensure seamless identification and billing processes.
+
+**Where can I see the Billing Receipts?**
+- All billing owners receive an emailed PDF of their monthly billing receipt, but a CSV version can also be downloaded from the platform.

docs/articles/expensify-classic/get-paid-back/Trips.md

@@ -1,5 +1,37 @@
 ---
 title: Trips
-description: Trips
+description: Automate getting paid back for your travel through Expensify's Trips feature.
 ---
-## Resource Coming Soon!
+# Overview
+
+Discover how Expensify streamlines your travel expense management when it comes to trips. With the automatic classification of trip receipts and real-time notifications for travel changes, you can effortlessly stay organized and informed on all your trips.
+
+When a travel receipt/itinerary is uploaded into Expensify and SmartScanned, the Trips section of the mobile app will automatically populate your trip information.. If your flight has any cancellations, unexpected changes, or delays, we will make sure you know about it. We will notify you of the change as soon as it happens via the mobile app. 
+
+For the receipt to be processed as a Trip, it must include the total amount of the expense, date, and merchant name. 
+
+If your company is using a travel integration from the list shown below, you can automate this process entirely:
+- [TravelPerk](https://help.expensify.com/articles/expensify-classic/integrations/travel-integrations/TravelPerk)
+- [Egencia](https://help.expensify.com/articles/expensify-classic/integrations/travel-integrations/Egencia)
+- [Navan](https://help.expensify.com/articles/expensify-classic/integrations/travel-integrations/Trip-Actions)
+
+# How to add a Trip to your account
+
+Trip receipts are typically sent via email, and will include multiple pages. With that in mind, we recommend emailing receipts directly to Expensify for ease. 
+
+To email a flight or hotel receipt, you’ll forward the receipt from your Expensify-associated email address to [email protected].
+
+# How to access your Trip information
+
+To view details about your past or upcoming trips, follow these steps within the Expensify mobile app:
+1. Open the Expensify mobile app
+2. Navigate to the "Menu" option (top left ≡ icon)
+3. Select **Trips**
+
+# FAQ
+
+## How do I capture Trip receipts sent to my personal email address?
+If you received your receipt in an email that is not associated with your Expensify account, you can add this email as a [secondary login](https://help.expensify.com/articles/expensify-classic/account-settings/Account-Details#how-to-add-a-secondary-login) to directly forward the receipt into your account.
+
+## How do I upload Trip receipts that were not sent to me by email?
+If your trip receipt was not sent to you by email, you can manually upload the receipt to your account. Check out this resource for more information on [manually uploading receipts](https://help.expensify.com/articles/expensify-classic/get-paid-back/expenses/Upload-Receipts#manually-upload).