Category name changes
Bank Accounts to Bank Accounts & Payments
Payments to Expenses
Chat - stays the same
Expensify Card - stays the same
Billing & Plan Types to Workspaces
Account Settings to Settings
Additional category changes
- Update icon from
Billing & Plan Types to Workspaces icon
- Create a brand new category
Getting Started (may have to hold on this until there's a resource ready to publish under this newly created category)
Description updates
Getting Started
Set up your account to optimize Expensify's features.
Bank Accounts & Payments (formerly Bank Accounts)
Send direct reimbursements, pay invoices, and receive payment.
Chat
Use Expensify's chat feature to split bills, chat with employees, and manage payments.
Expensify Card
Explore the perks and benefits of the Expensify Card.
Expenses
Learn more about expense tracking and submission.
Workspaces
Configure rules, settings, and limits for your company’s spending.
Settings
Manage profile settings and notifications.
Reconfigure homepage
Reconfigure categories so they're in the following order:
- Getting Started
- Chat
- Workspaces
- Expenses
- Bank Accounts & Payments
- Expensify Card
- Settings
Category name changes
Bank AccountstoBank Accounts & PaymentsPaymentstoExpensesChat- stays the sameExpensify Card- stays the sameBilling & Plan TypestoWorkspacesAccount SettingstoSettingsAdditional category changes
Billing & Plan TypestoWorkspacesiconGetting Started(may have to hold on this until there's a resource ready to publish under this newly created category)Description updates
Getting Started
Set up your account to optimize Expensify's features.
Bank Accounts & Payments (formerly Bank Accounts)
Send direct reimbursements, pay invoices, and receive payment.
Chat
Use Expensify's chat feature to split bills, chat with employees, and manage payments.
Expensify Card
Explore the perks and benefits of the Expensify Card.
Expenses
Learn more about expense tracking and submission.
Workspaces
Configure rules, settings, and limits for your company’s spending.
Settings
Manage profile settings and notifications.
Reconfigure homepage
Reconfigure categories so they're in the following order: