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Sage intacct export: offline and error #92

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4216e95
feat: add selection list to assignee step
koko57 Jun 26, 2024
93de31b
feat: UI for card name step
koko57 Jun 26, 2024
c27e5ef
feat: UI for limit step
koko57 Jun 26, 2024
c3ea4e3
feat: limit type step UI
koko57 Jun 26, 2024
a38ad57
feat: card type step UI
koko57 Jun 26, 2024
a6ef082
feat: confirmation step UI, card type step improvements
koko57 Jun 27, 2024
966e1e9
feat: apply the proper routing for expensify card pages
koko57 Jun 27, 2024
0f6898c
Merge branch 'main' into feature/44309-issue-new-card-flow-steps
koko57 Jul 1, 2024
899a78a
feat: [wip] assignee list
koko57 Jul 1, 2024
169a0d3
feat: implement search
koko57 Jul 1, 2024
98dc915
fix: resolve conflicts
koko57 Jul 2, 2024
ece0ee0
fix: remove duplicates
koko57 Jul 2, 2024
7d74daa
feat: connect all the steps
koko57 Jul 2, 2024
7a0ba43
update SelectionScreen and add Offline with feedback to components
war-in Jul 2, 2024
9088361
add offline with feedback to remaining pages
war-in Jul 2, 2024
f97a457
feat: flow improvements
koko57 Jul 2, 2024
992d2fb
fix: resolve conflicts
koko57 Jul 3, 2024
79f6d02
fix: minor improvements
koko57 Jul 3, 2024
7e621e1
fix: show saved name and limit as default values when editing
koko57 Jul 3, 2024
6623cc7
fix: minor fix
koko57 Jul 3, 2024
de38131
fix: wrap confirmation step items in scrollview
koko57 Jul 3, 2024
1b5302e
fix: add autofocus, fix confirmation step button styles
koko57 Jul 3, 2024
804ed05
fix: remove unnecessary line
koko57 Jul 3, 2024
91c62d9
show errors in correct places
war-in Jul 3, 2024
95da618
style selection screen correctly
war-in Jul 4, 2024
0946e49
fix: fix styles for limit step form
koko57 Jul 4, 2024
bbbb91e
fix: enable going to the next step when offline
koko57 Jul 4, 2024
e0094ab
fix: resolve conflicts
koko57 Jul 4, 2024
6f12b11
fix: change icon
koko57 Jul 4, 2024
c420893
move error and pending fields up in onyx data
war-in Jul 4, 2024
42f683c
handle offline state
war-in Jul 4, 2024
f60d52e
fix: remove permission
koko57 Jul 4, 2024
d2c8472
Merge branch 'refs/heads/main' into war-in/sage-intacct-export-config…
war-in Jul 4, 2024
36ba4c9
Merge branch 'refs/heads/war-in/sage-intacct-export-config' into war-…
war-in Jul 4, 2024
aa72999
fix: filter deleted employees, apply requested changes
koko57 Jul 4, 2024
b303307
fix: autofocus, code improvements
koko57 Jul 4, 2024
80cc058
track errors in (non)reimbursable in main page
war-in Jul 4, 2024
968970a
Merge branch 'refs/heads/war-in/sage-intacct-export-config' into war-…
war-in Jul 4, 2024
c836521
address comments
war-in Jul 4, 2024
59c0fa8
use already defined type
war-in Jul 4, 2024
8e95e15
refactor: move isDeletedPolicyEmployee to PolicyUtils
koko57 Jul 4, 2024
768641f
fix: resolve conflicts
koko57 Jul 4, 2024
b58b364
feat: code improvements
koko57 Jul 4, 2024
8d81d1d
feat: add validation to limit step
koko57 Jul 4, 2024
1023fd6
fix: lint
koko57 Jul 4, 2024
76b2328
Merge branch 'refs/heads/war-in/sage-intacct-export-config' into war-…
war-in Jul 5, 2024
255d899
Merge branch 'main' into feature/44309-issue-new-card-flow-steps
koko57 Jul 7, 2024
947e3c0
Merge branch 'main' into feature/44309-issue-new-card-flow-steps
koko57 Jul 8, 2024
32d879f
Merge branch 'refs/heads/war-in/sage-intacct-export-config' into war-…
war-in Jul 8, 2024
bb7b3dc
feat: implement editing flow
koko57 Jul 8, 2024
4e3d445
fix: apply requested changes
koko57 Jul 8, 2024
5fe7e81
fix: minor fix
koko57 Jul 8, 2024
8624227
fix: minor fix
koko57 Jul 8, 2024
2c3a8c1
fix: minor fix
koko57 Jul 8, 2024
38981bc
Navigate back to details page when editing report title
etCoderDysto Jul 8, 2024
a3280bd
Merge branch 'main' into dismis-modal
etCoderDysto Jul 8, 2024
a060418
Update Cardholder-Settings-and-Features.md
maddylewis Jul 8, 2024
a6576f7
Updating sNVP format to remove name and permissions
chiragsalian Jul 8, 2024
7d94c5d
Update Request-the-Card.md
maddylewis Jul 9, 2024
f17eb36
Update Statements.md
maddylewis Jul 9, 2024
9b85292
Update Request-the-Card.md
maddylewis Jul 9, 2024
c514207
fix: resolve conflicts
koko57 Jul 9, 2024
b689e39
fix: add a whitespace
koko57 Jul 9, 2024
6a8de39
Merge branch 'main' into dismis-modal
etCoderDysto Jul 9, 2024
12b2fa7
fix: remove unnecessary line
koko57 Jul 9, 2024
0f881b0
Show unapprove only for expense reports
Beamanator Jul 9, 2024
37b2fe0
Also don't show unapproved for archived rooms duh
Beamanator Jul 9, 2024
8a8e5cd
Wait that's not necessary
Beamanator Jul 9, 2024
847706e
Merge branch 'refs/heads/war-in/sage-intacct-export-config' into war-…
war-in Jul 9, 2024
9fafd6b
Look at current report, not parent
Beamanator Jul 9, 2024
ca3b5af
Merge pull request #45033 from Expensify/maddylewis-patch-7
MonilBhavsar Jul 9, 2024
7c37886
Merge pull request #45034 from Expensify/maddylewis-patch-9
MonilBhavsar Jul 9, 2024
a6d6588
include safe area padding bottom on errors
war-in Jul 9, 2024
e4e7baa
Merge pull request #45049 from Expensify/beaman-unapproveButtonFixes
Beamanator Jul 9, 2024
bd19803
Update version to 9.0.5-6
OSBotify Jul 9, 2024
8547850
Merge pull request #44988 from etCoderDysto/dismis-modal
iwiznia Jul 9, 2024
f205d0d
Merge pull request #45018 from Expensify/chirag-updating-snvp-format
mountiny Jul 9, 2024
9c32293
Update version to 9.0.5-7
OSBotify Jul 9, 2024
58c8be8
Fix OfflineWithFeedback in WorkspaceViewTagsPage
ShridharGoel Jul 9, 2024
e28fbd7
Merge pull request #45068 from ShridharGoel/patch-10
Julesssss Jul 9, 2024
452d279
polish endpoints usages
war-in Jul 9, 2024
bb9b486
Update version to 9.0.5-8
OSBotify Jul 9, 2024
759c350
Merge branch 'refs/heads/war-in/sage-intacct-export-config' into war-…
war-in Jul 9, 2024
87fdc79
Merge pull request #44741 from koko57/feature/44309-issue-new-card-fl…
mountiny Jul 9, 2024
07ed4b9
Revert "fix: No option to add receipt when submitting to someone"
rlinoz Jul 9, 2024
89c9d2e
Merge pull request #45081 from Expensify/revert-44670-fix/43942
rlinoz Jul 9, 2024
6e5a966
Update version to 9.0.5-9
OSBotify Jul 9, 2024
d90cee4
Merge pull request #45017 from Expensify/maddylewis-patch-2
pecanoro Jul 9, 2024
17c99a1
Merge pull request #43776 from software-mansion-labs/war-in/sage-inta…
yuwenmemon Jul 9, 2024
df588a0
Merge branch 'refs/heads/main' into war-in/sage-intacct-export-config…
war-in Jul 9, 2024
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4 changes: 2 additions & 2 deletions android/app/build.gradle
Original file line number Diff line number Diff line change
Expand Up @@ -107,8 +107,8 @@ android {
minSdkVersion rootProject.ext.minSdkVersion
targetSdkVersion rootProject.ext.targetSdkVersion
multiDexEnabled rootProject.ext.multiDexEnabled
versionCode 1009000505
versionName "9.0.5-5"
versionCode 1009000509
versionName "9.0.5-9"
// 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"
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Original file line number Diff line number Diff line change
Expand Up @@ -5,7 +5,6 @@ description: Expensify Card Settings for Employees

# Using Your Expensify Visa® Commercial Card

## Getting Started
### Activate Your Card
You can start using your card immediately upon receipt by logging into your Expensify account, heading to your Home tab, and following the prompts on the _**Activate your Expensify Card**_ task.

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68 changes: 29 additions & 39 deletions docs/articles/expensify-classic/expensify-card/Request-the-Card.md
Original file line number Diff line number Diff line change
Expand Up @@ -2,45 +2,35 @@
title: Request the Card
description: Details on requesting the Expensify Card as an employee
---
# Overview

Once your organization is approved for the Expensify Visa® Commercial Card, you can request a card!

This article covers how to request, activate, and replace your physical and virtual Expensify Cards.

# How to get your first Expensify Card

An admin in your organization must first enable the Expensify Cards before you can receive a card. After that, an admin may assign you a card by setting a limit. You can think of setting a card limit as “unlocking” access to the card.

If you haven’t been assigned a limit yet, look for the task on your account's homepage that says, “Ask your admin for the card!” This task allows you to message your admin team to make that request.

Once you’re assigned a card limit, we’ll notify you via email to let you know you can request a card. A link within the notification email will take you to your account’s homepage, where you can provide your shipping address for the physical card. Enter your address, and we’ll ship the card to arrive within 3-5 business days.

Once your physical card arrives in the mail, activate it in Expensify by entering the last four digits of the card in the activation task on your account’s homepage.

# Virtual Card

Once assigned a limit, a virtual card is available immediately. You can view the virtual card details via **Settings > Account > Credit Card Import > Show Details**. Feel free to begin transacting with the virtual card while your physical card is in transit – your virtual card and physical card share a limit.

Please note that you must enable two-factor authentication on your account if you want to have the option to dispute transactions made on your virtual card.

# Notifications

To stay up-to-date on your card’s limit and spending activity, download the Expensify mobile app and enable push notifications. 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.

# How to request a replacement Expensify Card

You can request a new card anytime if your Expensify Card is lost, stolen, or damaged. From your Expensify account on the web, head to **Settings > Account > Credit Card Import** and click **Request a New Card**. Confirm the shipping information, complete the prompts, and your new card will arrive in 2 - 3 business days.

Selecting the “lost” or “stolen” options will deactivate your current card to prevent potentially fraudulent activity. However, choosing the “damaged” option will leave your current card active so you can use it while the new one is shipped to you.

If you need to cancel your Expensify Card and cannot access the website or mobile app, call our interactive voice recognition phone service (available 24/7). Call 1-877-751-5848 (US) or +44 808 196 0632 (Internationally).

It's not possible to order a replacement card over the phone, so, if applicable, you would need to handle this step from your Expensify account.

# Card Expiration Date

If you notice that your card expiration date is soon, it's time for a new Expensify card. Expensify will automatically input a notification in your account's Home (Inbox) tab. This notice will ask you to input your address, but this is more if you have changed your address since your card was issued to you. You can ignore it and do nothing; the new Expensify card will ship to your address on file. The new Expensify card will have a new, unique card number and will not be associated with the old one.
To start using the Expensify Card, do the following:
1. **Enable Expensify Cards:** An admin must first enable the cards. Then, an admin can assign you a card by setting a limit, which allows access to the card.
2. **Request the Card:**
- If you haven’t been assigned a limit, look for the task on your account’s homepage that says, “Ask your admin for the card!” Use this task to message your admin team.
- Once you’re assigned a card limit, you’ll receive an email notification. Click the link in the email to provide your shipping address on your account’s homepage.
- Enter your address, and the physical card will be shipped within 3-5 business days.
3. **Activate the Card:** When your physical card arrives, activate it in Expensify by entering the last four digits of the card in the activation task on your homepage.

### Virtual Cards
Once you've been assigned a limit, a virtual card is available immediately. You can view its details via _**Settings > Account > Credit Card Import > Show Details**_.

To protect your account and card spend, enable two-factor authentication under _**Settings > Account > Account Details**_.

### Notifications
- Download the Expensify mobile app and enable push notifications to stay updated on your card’s limit and spending.
- Each transaction triggers a push notification.
- You’ll also get notifications for potentially fraudulent activity, allowing you to confirm or dispute charges.

## Request a Replacement Expensify Card
### If the card is lost, stolen, or damaged Card:
- Go to _**Settings > Account > Credit Card Import** and click **Request a New Card**_.
- Confirm your shipping information and complete the prompts. The new card will arrive in 2-3 business days.
- Selecting “lost” or “stolen” deactivates your current card to prevent fraud. Choosing “damaged” keeps the current card active until the new one arrives.
- If you can’t access the website or app, call 1-877-751-5848 (US) or +44 808 196 0632 (Internationally) to cancel your card.

### If the card is expiring
- If your card is about to expire, Expensify will notify you via your account’s Home (Inbox) tab.
- Enter your address if it has changed; otherwise, do nothing, and the new card will ship to your address on file.
- The new card will have a unique number and will not be linked to the old one.

{% include faq-begin.md %}

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