From 8d53b8f53b988350545a269383bfd0d5cd8edea9 Mon Sep 17 00:00:00 2001 From: Sasha Kluger Date: Tue, 21 Nov 2023 17:21:20 -0800 Subject: [PATCH 1/4] Create Distance-Requests.md New help page for distance requests. It's pretty short and sweet for now, we can add more details and FAQs once new features are added and after we learn what questions people have. --- .../get-paid-back/Distance-Requests.md | 30 +++++++++++++++++++ 1 file changed, 30 insertions(+) create mode 100644 docs/articles/new-expensify/get-paid-back/Distance-Requests.md diff --git a/docs/articles/new-expensify/get-paid-back/Distance-Requests.md b/docs/articles/new-expensify/get-paid-back/Distance-Requests.md new file mode 100644 index 000000000000..5217e8b08969 --- /dev/null +++ b/docs/articles/new-expensify/get-paid-back/Distance-Requests.md @@ -0,0 +1,30 @@ +--- +title: Distance Requests +description: How to create a distance request and request reimbursement for mileage +--- + + +# Overview + +Expensify allows you to request reimbursement for mileage by creating a distance request from a map. You can send a distance request in Expensify's mobile app, desktop app, or web app. + + +# How to create and send a distance request + +1. Click the green '+' button and select Request Money. +2. Select Distance along the top row of the Request Money window. +3. Enter the Start and Finish addresses then click Next. If there are multiple stops, you can add them before clicking Next. +4. Select your organization's workspace from the list of recent workspaces. +5. On the confirmation page, confirm the amount, Date, and Distance, and optionally enter a Description and Category. Click the Request button. +6. A workspace admin will receive your request and can reimburse you through Expensify or elsewhere! + + + +# FAQs + + +## How can I change the mileage rate used on my distance requests or add an additional rate? + +If you use a group workspace, then you can change the rate in your Workspace settings. In Expensify Classic, go to Settings > Workspaces > [Your Workspace] > Expenses > Distance > Add a Mileage Rate. If you submit mileage expenses on a group workspace, you must be a workspace admin to make changes. + +Individual workspaces offer a single default mileage rate that is aligned with the current IRS mileage reimbursement rate. From 3823435ee2870e4392b5d088321695e1d3f9a272 Mon Sep 17 00:00:00 2001 From: Sasha Kluger Date: Wed, 22 Nov 2023 13:27:57 -0800 Subject: [PATCH 2/4] Update Distance-Requests.md Updated doc based on @neil-marcellini's comments. --- .../new-expensify/get-paid-back/Distance-Requests.md | 10 ++++------ 1 file changed, 4 insertions(+), 6 deletions(-) diff --git a/docs/articles/new-expensify/get-paid-back/Distance-Requests.md b/docs/articles/new-expensify/get-paid-back/Distance-Requests.md index 5217e8b08969..c8060be13cea 100644 --- a/docs/articles/new-expensify/get-paid-back/Distance-Requests.md +++ b/docs/articles/new-expensify/get-paid-back/Distance-Requests.md @@ -6,7 +6,7 @@ description: How to create a distance request and request reimbursement for mile # Overview -Expensify allows you to request reimbursement for mileage by creating a distance request from a map. You can send a distance request in Expensify's mobile app, desktop app, or web app. +Expensify allows you to request reimbursement for mileage by creating a distance request from a map. You can send a distance request in Expensify's mobile, desktop, or web app. # How to create and send a distance request @@ -14,8 +14,8 @@ Expensify allows you to request reimbursement for mileage by creating a distance 1. Click the green '+' button and select Request Money. 2. Select Distance along the top row of the Request Money window. 3. Enter the Start and Finish addresses then click Next. If there are multiple stops, you can add them before clicking Next. -4. Select your organization's workspace from the list of recent workspaces. -5. On the confirmation page, confirm the amount, Date, and Distance, and optionally enter a Description and Category. Click the Request button. +4. Choose who to send the request to by selecting your organization's workspace from the list of recent workspaces. +5. On the confirmation page, confirm the amount, date, and distance, and optionally add additional information such as a description or category. Click the Request button. 6. A workspace admin will receive your request and can reimburse you through Expensify or elsewhere! @@ -25,6 +25,4 @@ Expensify allows you to request reimbursement for mileage by creating a distance ## How can I change the mileage rate used on my distance requests or add an additional rate? -If you use a group workspace, then you can change the rate in your Workspace settings. In Expensify Classic, go to Settings > Workspaces > [Your Workspace] > Expenses > Distance > Add a Mileage Rate. If you submit mileage expenses on a group workspace, you must be a workspace admin to make changes. - -Individual workspaces offer a single default mileage rate that is aligned with the current IRS mileage reimbursement rate. +If you use a group workspace, then you can edit the default distance rate or add additional rates in your Workspace settings. In Expensify Classic, go to Settings > Workspaces > [Your Workspace] > Expenses and scroll down to the Distance section to update or add mileage rates. You must be a workspace admin to modify or add rates. From f1cb70426cf4e5061ba109e333e1f378239cd428 Mon Sep 17 00:00:00 2001 From: Sasha Kluger Date: Wed, 29 Nov 2023 15:02:56 -0800 Subject: [PATCH 3/4] Update Distance-Requests.md Made a few small changes based on PR comments. --- .../new-expensify/get-paid-back/Distance-Requests.md | 8 ++++++-- 1 file changed, 6 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/get-paid-back/Distance-Requests.md b/docs/articles/new-expensify/get-paid-back/Distance-Requests.md index c8060be13cea..f173b3a6f5a8 100644 --- a/docs/articles/new-expensify/get-paid-back/Distance-Requests.md +++ b/docs/articles/new-expensify/get-paid-back/Distance-Requests.md @@ -11,11 +11,11 @@ Expensify allows you to request reimbursement for mileage by creating a distance # How to create and send a distance request -1. Click the green '+' button and select Request Money. +1. Click the green + button and select Request Money. 2. Select Distance along the top row of the Request Money window. 3. Enter the Start and Finish addresses then click Next. If there are multiple stops, you can add them before clicking Next. 4. Choose who to send the request to by selecting your organization's workspace from the list of recent workspaces. -5. On the confirmation page, confirm the amount, date, and distance, and optionally add additional information such as a description or category. Click the Request button. +5. On the confirmation page, confirm the amount, date, distance, and optionally add a description or category. Click the Request button. 6. A workspace admin will receive your request and can reimburse you through Expensify or elsewhere! @@ -26,3 +26,7 @@ Expensify allows you to request reimbursement for mileage by creating a distance ## How can I change the mileage rate used on my distance requests or add an additional rate? If you use a group workspace, then you can edit the default distance rate or add additional rates in your Workspace settings. In Expensify Classic, go to Settings > Workspaces > [Your Workspace] > Expenses and scroll down to the Distance section to update or add mileage rates. You must be a workspace admin to modify or add rates. + +## Is there an easy way to reuse recent locations? + +Yes! We save your recently used locations and list them out on the page where you select the Start and Finish. From 2248a76170b383b3a85e86a83edac71fd35d5714 Mon Sep 17 00:00:00 2001 From: Sasha Kluger Date: Wed, 29 Nov 2023 15:06:12 -0800 Subject: [PATCH 4/4] Update Distance-Requests.md Removed "How to change or add mileage rates" FAQ. --- .../new-expensify/get-paid-back/Distance-Requests.md | 5 ----- 1 file changed, 5 deletions(-) diff --git a/docs/articles/new-expensify/get-paid-back/Distance-Requests.md b/docs/articles/new-expensify/get-paid-back/Distance-Requests.md index f173b3a6f5a8..91b88409be8b 100644 --- a/docs/articles/new-expensify/get-paid-back/Distance-Requests.md +++ b/docs/articles/new-expensify/get-paid-back/Distance-Requests.md @@ -22,11 +22,6 @@ Expensify allows you to request reimbursement for mileage by creating a distance # FAQs - -## How can I change the mileage rate used on my distance requests or add an additional rate? - -If you use a group workspace, then you can edit the default distance rate or add additional rates in your Workspace settings. In Expensify Classic, go to Settings > Workspaces > [Your Workspace] > Expenses and scroll down to the Distance section to update or add mileage rates. You must be a workspace admin to modify or add rates. - ## Is there an easy way to reuse recent locations? Yes! We save your recently used locations and list them out on the page where you select the Start and Finish.