From ada7b51272f1f3575f2c3d0fdc0236e3fa3fbf13 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 12:39:00 +0800 Subject: [PATCH 01/17] Update Create-an-expense.md Updating this help article based on this GH- https://github.com/Expensify/Expensify/issues/438175 --- .../expenses-&-payments/Create-an-expense.md | 142 +++++++++++------- 1 file changed, 84 insertions(+), 58 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md index cf6a13f9d5ac..4b429455d8ff 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md +++ b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md @@ -1,68 +1,83 @@ --- title: Create an expense -description: Request payment from an employer or a friend +description: How to create an expense as an individual or workspace member redirect_from: articles/request-money/Request-and-Split-Bills/ ---
-You can create an expense to request payment from an employer’s workspace or from a friend using any of the following options: -- **SmartScan**: Take a picture of a receipt to capture the expense details automatically. -- **Add manually**: Manually enter the expense details. -- **Create a distance expense**: Capture mileage expenses by entering the addresses you traveled to. Expensify automatically calculates the distance, the rate per mile, and the total cost. +Expenses can be created through SmartScanning a receipt, emailing a receipt, tracking distance, and manually creating an expense. + +They can be submitted to an individual or a workspace. Before we outline the steps to create an expense, let’s go over the reasons to send an expense to an individual or a workspace. + +# Sending an expense to an Individual + +If you use Expensify for personal use, submitting to an individual is likely best. + +Once the expense is created, you will see the option to send it to an email or phone number. Alternatively, add an expense to a chat, which will go straight to the person you are chatting with. + +When an expense is submitted to an individual’s email or phone number, the payor will receive an email or text notification with the amount that needs to be paid. They can click on the amount in the email or text to pay the expense. + +# Submit an expense to a workspace or employer + +If you are an employee or a workspace member, you should submit the expense to the workspace instead of an individual. A workspace groups people who are incurring expenses on behalf of a company or a non-profit organization. All workspace expenses can be configured. + +When an expense is submitted to a workspace, your approver will receive an email or text notification prompting them to approve and pay it. + +## How to Create an Expense # SmartScan a receipt -{% include selector.html values="desktop, mobile" %} +{% include selector.html values="desktop or WebApp, mobile" %} -{% include option.html value="desktop" %} -1. Click the + icon in the bottom left menu and select **Submit Expense**. +{% include option.html value="desktop or WebApp" %} +1. Click the **Global Create** button and select **Submit Expense**. 2. Click **Scan**. -3. Drag and drop the receipt into Expensify, or click **Choose File** to select it from your saved files. *Note: The SmartScan process will auto-populate the merchant, date, and amount.* -4. Use the search field to find the desired workspace or an individual’s name, email, or phone number. -5. Add a description, category, tags, or tax as desired, or as required by your workspace. +3. You can drag and drop the receipt into Expensify or click **Choose File** to select it from your saved files. _The SmartScan process will auto-populate the merchant, date, and amount._ +4. Enter the desired workspace or an individual’s email or phone number to receive the expense report. +5. Add a description, category, tags, or tax as desired or as required by your workspace. 6. (Optional) Enable the expense as billable if it should be billed to a client. -7. Click **Submit Expense**. +7. Click **Submit expense**. {% include end-option.html %} {% include option.html value="mobile" %} -1. Tap the + icon at the bottom of the screen and select **Submit Expense**. +1. ​​Tap the **Global Create** button and select **Submit Expense**. 2. Tap **Scan**. -3. Tap the green button to take a photo of a receipt, or tap the Image icon to the left of it to upload a receipt from your phone. *Note: The SmartScan process will auto-populate the merchant, date, and amount.* -4. Use the search field to find the desired workspace or an individual’s name, email, or phone number. -5. Add a description, category, tags, or tax as desired, or as required by your workspace. +3. Tap the green button to take a photo of a receipt, or tap the Image icon to upload a receipt from your phone. _The SmartScan process will auto-populate the merchant, date, and amount._ +4. Enter the desired workspace or an individual’s email or phone number to receive the expense report. +5. Add a description, category, tags, or tax as desired or as required by your workspace. 6. (Optional) Enable the expense as billable if it should be billed to a client. -7. Tap **Submit**. +7. Tap **Submit expense**. {% include end-option.html %} {% include end-selector.html %} {% include info.html %} -You can also forward receipts to receipts@expensify.com using an email address that is your primary or secondary email address. SmartScan will automatically pull all of the details from the receipt and add it to your expenses. +You can also forward receipts to receipts@expensify.com using your primary or secondary email address. SmartScan will automatically extract all the details from the receipt and add them to your expenses. {% include end-info.html %} # Manually add an expense -{% include selector.html values="desktop, mobile" %} +{% include selector.html values="desktop or WebApp, mobile" %} -{% include option.html value="desktop" %} -1. Click the + icon in the bottom left menu and select **Submit Expense**. +{% include option.html value="desktop or WebApp" %} +1. Click the **Global Create** button and select **Submit Expense**. 2. Click **Manual**. -3. Enter the amount on the receipt and click **Next**. *Note: Click the currency symbol to select a different currency.* -4. Use the search field to find the desired workspace or an individual’s name, email, or phone number. -5. (Optional) Add a description. -6. Add a merchant. -7. Click **Show more** to add additional fields (like a category) as desired, or as required by your workspace. +3. Enter the currency and amount. +4. Click **Next**. +5. Enter the desired workspace or an individual’s email or phone number to receive the expense report. +6. Add a description, category, tags, or tax as desired or as required by your workspace. Click **Show More** to see all coding options. +7. (Optional) Enable the expense as billable if it should be billed to a client. 8. Click **Submit**. {% include end-option.html %} {% include option.html value="mobile" %} -1. Tap the + icon at the bottom of the screen and select **Submit Expense**. +1. Tap the **Global Create** button and select **Submit Expense**. 2. Tap **Manual**. -3. Enter the amount on the receipt and tap **Next**. *Note: Click the currency symbol to select a different currency.* -4. Use the search field to find the desired workspace or an individual’s name, email, or phone number. -5. (Optional) Add a description. -6. Add a merchant. -7. Tap **Show more** to add additional fields (like a category) as desired, or as required by your workspace. +3. Enter the currency and amount. +4. Tap **Next**. +5. Enter the desired workspace or an individual’s email or phone number to receive the expense report. +6. Add a description, category, tags, or tax as desired or as required by your workspace. Tap **Show More** to see all coding options. +7. (Optional) Enable the expense as billable if it should be billed to a client. 8. Tap **Submit**. {% include end-option.html %} @@ -70,56 +85,67 @@ You can also forward receipts to receipts@expensify.com using an email address t # Create a distance expense -{% include selector.html values="desktop, mobile" %} +{% include selector.html values="desktop or WebApp, mobile" %} -{% include option.html value="desktop" %} -1. Click the + icon in the bottom left menu and select **Submit Expense**. +{% include option.html value="desktop or WebApp" %} +1. Click the **Global Create** button and select **Submit Expense**. 2. Click **Distance**. 3. Click **Start** and enter the starting location of your trip. -4. Click **Stop** and enter the ending location of your trip. -5. (Optional) Click **Add stop** to add additional stops, if applicable. +4. Click **Stop** and enter the ending location of your trip. +5. (Optional) Click **Add Stop** to add additional stops, if applicable. Drag and drop on the parallel lines (=) to reorder the stops if needed. 6. Tap **Next**. -7. Use the search field to find the desired workspace or an individual’s name, email, or phone number. -8. (Optional) Add a description. -9. Click **Submit**. +7. Enter the desired workspace or an individual’s email or phone number to receive the expense report. +8. Add a description, category, tags, or tax as desired or as required by your workspace. Click **Show More** to see all coding options. +9. (Optional) Enable the expense as billable if it should be billed to a client. +10. Click **Submit**. {% include end-option.html %} {% include option.html value="mobile" %} -1. Tap the + icon at the bottom of the screen and select **Submit Expense**. +1. Tap the **Global Create** button and select **Submit Expense**. 2. Tap **Distance**. 3. Tap **Start** and enter the starting location of your trip. -4. Tap **Stop** and enter the ending location of your trip. -5. (Optional) Tap **Add stop** to add additional stops, if applicable. -6. Tap **Next**. -7. Use the search field to find the desired workspace or an individual’s name, email, or phone number. -8.(Optional) Add a description. -9. Tap **Submit**. +4. Tap **Stop** and enter the ending location of your trip. +5. (Optional) Tap **Add Stop** to add additional stops, if applicable. Drag and drop on the parallel lines (=) to reorder the stops if needed. +6. Tap Next. +7. Enter the desired workspace or an individual’s email or phone number to receive the expense report. +8. Add a description, category, tags, or tax as desired or as required by your workspace. Tap **Show More** to see all coding options. +9. (Optional) Enable the expense as billable if it should be billed to a client. +10. Click **Submit**. {% include end-option.html %} {% include end-selector.html %} -# Next Steps +# Next Steps for expenses sent to an Individual -The next steps for the expense depend on whether it was submitted to a workspace or to an individual: -- **Expenses submitted to a workspace** are automatically added to a report and checked for any violations or inconsistencies. A chat thread for the expense is also added to your chat inbox. When you open the chat, the top banner will show the expense status and any next steps. By default, reports are automatically submitted for approval every Sunday. However, if it is ready for early submission, you can manually submit a report for approval. Once a report is submitted, your approver will be prompted to review your expense report. If changes are required, you will receive a notification to resolve any violations and resubmit. You will also be notified once your approver approves or denies your expenses. -- **Expenses submitted to a friend** are sent right to that individual via email or text. You can chat with them about the expense in Expensify Chat, and you can receive payments through your Expensify Wallet or outside of Expensify. +- Expenses submitted to an individual are instantly sent. +- The payer will receive an email or text prompting them to review and pay the expense. +- You can chat with the paying individual in Expensify. +- Make sure to [connect your personal bank account](https://help.expensify.com/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account) to receive payment. -{% include faq-begin.md %} -**Can I divide a payment between multiple people?** +# Next Steps for expense sent to a workspace -Yes, you can split an expense to share the cost between multiple people. +- Expenses submitted to a workspace are automatically added to a report and checked for violations or inconsistencies. +- You can view the details and status of the expense on the **Search** tab. +- Workspace settings determine the frequency of report submission. However, if the report is ready for early submission, you can manually submit a report for approval. +- Once a report is submitted, your approver will get an email or text to review and pay the expense. +- If changes are required, you will receive a notification to fix the expense and resubmit. +- You will also be notified once your approver approves or denies your expenses. +- Make sure to [connect your personal bank account](https://help.expensify.com/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account) to receive payment. -**Can I pay someone in another currency?** +{% include faq-begin.md %} +**Can I divide a payment between multiple people?** -While you can record your expenses in different currencies, Expensify wallets are only available for members who can add a U.S. personal bank account. +Yes, you can [split an expense](https://help.expensify.com/articles/new-expensify/expenses-&-payments/Split-an-expense) in a group chat. **Can I change an expense once I’ve submitted it?** -Yes, you can edit an expense until it is paid. When an expense is submitted to a workspace, you, your approvers, and admins can edit the details on an expense except for the amount and date. +Yes, you can edit an expense until it is paid. When an expense is submitted, the details can be edited except for the amount and date. **What are expense reports?** -In Expensify, expenses are submitted on an expense report. When a draft report is open, all new expenses are added to the draft report. Once a report is submitted, it shows what stage of the approval process the expenses are in and any required next steps. +In Expensify, expense reports group expenses in a batch to be paid or reconciled. When a draft report is open, all new expenses are added to it. + +Once a report is submitted, you can track the status from the **Search** section. Click the **View** button for a specific expense or expense report. The status is displayed at the top of the expense or report. {% include faq-end.md %}
From 6adad36ecc7fb02ee29d529e58d8abcb20b38efc Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 12:54:41 +0800 Subject: [PATCH 02/17] Update Create-an-expense.md Just edited one of the sentences about submitting an expense to a workspace to make it more clear. --- .../new-expensify/expenses-&-payments/Create-an-expense.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md index 4b429455d8ff..d17b042fe83c 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md +++ b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md @@ -19,7 +19,7 @@ When an expense is submitted to an individual’s email or phone number, the pay # Submit an expense to a workspace or employer -If you are an employee or a workspace member, you should submit the expense to the workspace instead of an individual. A workspace groups people who are incurring expenses on behalf of a company or a non-profit organization. All workspace expenses can be configured. +If you are an employee or a workspace member, you should submit the expense to the workspace instead of an individual. A workspace is designed to code expenses to the company's requirements. When an expense is submitted to a workspace, your approver will receive an email or text notification prompting them to approve and pay it. From 364996ebada75729317238cba9d8248dd7987332 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 12:57:12 +0800 Subject: [PATCH 03/17] Update Create-an-expense.md Made the Create an Expense title a header and trying to fix an issue with the mobile app steps. They aren't displayed properly --- .../new-expensify/expenses-&-payments/Create-an-expense.md | 4 +--- 1 file changed, 1 insertion(+), 3 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md index d17b042fe83c..c6a3f7d250ef 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md +++ b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md @@ -23,7 +23,7 @@ If you are an employee or a workspace member, you should submit the expense to t When an expense is submitted to a workspace, your approver will receive an email or text notification prompting them to approve and pay it. -## How to Create an Expense +# How to Create an Expense # SmartScan a receipt @@ -47,8 +47,6 @@ When an expense is submitted to a workspace, your approver will receive an email 5. Add a description, category, tags, or tax as desired or as required by your workspace. 6. (Optional) Enable the expense as billable if it should be billed to a client. 7. Tap **Submit expense**. -{% include end-option.html %} - {% include end-selector.html %} {% include info.html %} From 4bb07cd4de22c619b63eee881408b3e7c249a906 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 13:04:22 +0800 Subject: [PATCH 04/17] Update Create-an-expense.md trying to fix the mobile app/desktop switcher --- .../new-expensify/expenses-&-payments/Create-an-expense.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md index c6a3f7d250ef..62d24c809627 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md +++ b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md @@ -47,6 +47,8 @@ When an expense is submitted to a workspace, your approver will receive an email 5. Add a description, category, tags, or tax as desired or as required by your workspace. 6. (Optional) Enable the expense as billable if it should be billed to a client. 7. Tap **Submit expense**. +{% include end-option.html %} + {% include end-selector.html %} {% include info.html %} From 63ca6b9689589d2f4c2d38a87cfa2394ff441ba0 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 13:14:24 +0800 Subject: [PATCH 05/17] Update Create-an-expense.md trying to fix the mobile app or desktop switch --- .../new-expensify/expenses-&-payments/Create-an-expense.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md index 62d24c809627..511f8dc5e2a1 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md +++ b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md @@ -27,7 +27,7 @@ When an expense is submitted to a workspace, your approver will receive an email # SmartScan a receipt -{% include selector.html values="desktop or WebApp, mobile" %} +{% include selector.html values="desktop or mobile" %} {% include option.html value="desktop or WebApp" %} 1. Click the **Global Create** button and select **Submit Expense**. From 0febed6aafed1c26ba9ef9f9a32a7075bde39aa6 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 13:21:34 +0800 Subject: [PATCH 06/17] Update Create-an-expense.md trying to fix the mobile app / desktop switch. --- .../new-expensify/expenses-&-payments/Create-an-expense.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md index 511f8dc5e2a1..38f1e0fdd466 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md +++ b/docs/articles/new-expensify/expenses-&-payments/Create-an-expense.md @@ -27,7 +27,7 @@ When an expense is submitted to a workspace, your approver will receive an email # SmartScan a receipt -{% include selector.html values="desktop or mobile" %} +{% include selector.html values="desktop, mobile" %} {% include option.html value="desktop or WebApp" %} 1. Click the **Global Create** button and select **Submit Expense**. @@ -57,7 +57,7 @@ You can also forward receipts to receipts@expensify.com using your primary or se # Manually add an expense -{% include selector.html values="desktop or WebApp, mobile" %} +{% include selector.html values="desktop, mobile" %} {% include option.html value="desktop or WebApp" %} 1. Click the **Global Create** button and select **Submit Expense**. @@ -85,7 +85,7 @@ You can also forward receipts to receipts@expensify.com using your primary or se # Create a distance expense -{% include selector.html values="desktop or WebApp, mobile" %} +{% include selector.html values="desktop, mobile" %} {% include option.html value="desktop or WebApp" %} 1. Click the **Global Create** button and select **Submit Expense**. From 526a84038a2ab1825df73135d5f2186d6dbdfca1 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 17:11:59 +0800 Subject: [PATCH 07/17] Update and rename Approve-and-pay-expenses.md to Approve-expenses.md Updating the Approve and pay help article to just Approve workflows - related to this GH https://github.com/Expensify/Expensify/issues/438175 --- .../Approve-and-pay-expenses.md | 109 --------------- .../expenses-&-payments/Approve-expenses.md | 130 ++++++++++++++++++ 2 files changed, 130 insertions(+), 109 deletions(-) delete mode 100644 docs/articles/new-expensify/expenses-&-payments/Approve-and-pay-expenses.md create mode 100644 docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md diff --git a/docs/articles/new-expensify/expenses-&-payments/Approve-and-pay-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Approve-and-pay-expenses.md deleted file mode 100644 index 26634d9a33df..000000000000 --- a/docs/articles/new-expensify/expenses-&-payments/Approve-and-pay-expenses.md +++ /dev/null @@ -1,109 +0,0 @@ ---- -title: Approve and Pay Expenses -description: Approve, hold, or pay expenses submitted to you ---- -
- -As a workspace admin, you can set an approval workflow for the expenses submitted to you. Expenses can be, - -- Instantly submitted without needing approval. -- Submitted at a desired frequency (daily, weekly, monthly) and follow an approval workflow. - -**Setting approval workflow and submission frequencies** - -Approval workflow settings and submission frequencies can be set in the Workflow settings of your workspace. - -# Manually approve expense - -When someone sends an expense or a group of expenses to you for approval, you’ll receive the expense in Expensify Chat for the related workspace. Chats with new updates appear with a green dot to the right of the chat message. Concierge also sends you an email notification for the new expense. - -{% include info.html %} -If an expense is sent to you by a friend, you will not need to approve the expense. Instead, you can immediately pay the expense when you are ready. -{% include end-info.html %} - -# Approve expenses - -To approve an expense, - -1. Open the Expensify Chat thread for the expense. -2. Click the expense or group of expenses. -3. Review the expense details to ensure they are correct. Look at each receipt, the amount, the description, and any additional details. -4. Determine the next steps. - - **Approve**: When you’re satisfied with the expense, click **Approve**. - - **Handle holds**: If any of the expenses are on hold, you can choose to either approve only the expenses that are not on hold or approve the full amount, including any held expenses. - - **Request changes**: You can add a comment to the expense’s chat thread in your Expensify Chat inbox to request changes to the expense details. - -{% include info.html %} -If the transaction is pending (a common occurrence with recent company card expenses or SmartScan expenses), you’ll need to wait until the transaction posts before approving it. -{% include end-info.html %} - -![The approve button in an expense]({{site.url}}/assets/images/ExpensifyHelp_ApproveExpense_1.png){:width="100%"} - -![The approve button when you click into the expense]({{site.url}}/assets/images/ExpensifyHelp_ApproveExpense_2.png){:width="100%"} - -You’re now ready to pay the expense. - -# Hold an expense - -If you need to delay a payment or if you need more information on the expense before it can be approved, you can hold the expense. - -To hold an expense, - -1. Open the Expensify Chat thread for the expense. -2. Click the expense or group of expenses. -3. Click the three dot menu at the top right of the expense and select **Hold**. -4. Enter a reason for the delay. -5. Review the Hold Overview page and click **Got It**. - -When you’re ready, you can choose to: -- **Remove the hold**: Complete the steps above and select **Unhold**. -- **Approve the expense**: Complete the steps above for “Approve expenses.” -Once the expense has been approved, you can now pay the expense. - -{% include info.html %} -Held expenses will not be available for payment until they have been approved. -{% include end-info.html %} - -# Unapprove an expense - -Some details of approved expenses and reports cannot be edited. If you need to edit an expense that has been approved, admins and the last approver have the option to unapprove reports. - -1. Click the workspace logo in the top left corner. -2. Select the workspace associated with the expense report. -3. Find the approved report by searching for the submitter. -4. Click the dropdown arrow at the top of the report to view the report actions. -5. Click **Unapprove**. - -The unapproved report will return to an editable state, and the submitter will receive an email and chat notification that the expense has been unapproved. - -{% include info.html %} -Reports that have been paid cannot be unapproved. If the approved expense has already been exported to an accounting package, you’ll see a warning that unapproving an expense can cause data discrepancies and Expensify Card reconciliation issues. Ideally, you’ll want to delete the data that has already been exported to the accounting package before approving the expense again. -{% include end-info.html %} - -# Pay expenses - -Once you’ve approved an expense—or if the expense does not require approval—you’ll be able to pay it. - -{% include info.html %} -To pay expenses within Expensify, you’ll need to [set up your Expensify Wallet](https://help.expensify.com/articles/new-expensify/expenses-&-payments/Set-up-your-wallet). -{% include end-info.html %} - -To pay an expense, - -1. Open the Expensify Chat thread for the expense. -2. Click the expense or group of expenses. -3. Select a payment option. - - Click **Pay** to pay the full expense within Expensify. If the expenses contain one that has been held, the pay amount will only include the expenses that have not been held. Then you’ll select your payment method. - - Click **Pay Elsewhere** to indicate that a payment has been sent using a method outside of Expensify, such as cash or a check. This will label the expense as Paid. - -# FAQ - -**Why was an expense automatically approved?** - -We refer to this as **Instant Submit**. If a workspace doesn’t have Delayed Submission enabled, an expense report will automatically be submitted. - -**Why is an employee expense showing as ‘pending?’** - -An Expensify Card expense will show as pending if the merchant hasn’t posted it. This is usually the case with hotel holds, or card rental holds. A hold will normally last no more than 7-10 business days unless it’s a hotel hold, which can last 31 days. - -
diff --git a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md new file mode 100644 index 000000000000..dcc10d0e3c2b --- /dev/null +++ b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md @@ -0,0 +1,130 @@ +--- +title: Approve Expenses +description: Approve, hold, and unapprove submitted expenses +--- +
+ +Expenses can be created through manual entry, tracking distance, or scanning a receipt. They can be submitted to an individual or a workspace. + +This help article has more details about creating and submitting an expense to an individual or a workspace. + +# Receiving an expense from an Individual + +When an expense is submitted to an individual, it doesn’t need approval. It only needs to be paid. This help article has the steps to pay the expense. + +# Receiving a workspace expense + +When an expense is submitted to a workspace with an “approval workflow”, it must be approved before it can be paid. + +As a workspace admin, you can set an [approval workflow](https://help.expensify.com/articles/new-expensify/workspaces/Add-approvals) in the workspace settings. For each expense report, you’ll have the option to: + +- **Approve:** Click Approve if you’re satisfied with the expense details. +- **Hold the expense:** If you need to delay a payment or provide more information before approval, you can hold an expense. +- **Unapprove the expense:** You can return the expense to the submitter for revisions. + +# Approve workspace expenses + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +1. When an expense is submitted, you will receive an email and in-app notification with the details of the expense. +2. Click the expense in the email to be directed to New Expensify, where you can review it. +3. Click on the expense to view the receipt, amount, description, and additional details the submitter provides. +4. Click **Approve**. +5. When you are ready to pay the expense, follow the steps in this help article. +{% include end-option.html %} + +{% include option.html value="mobile" %} +1. When an expense is submitted, you will receive a text message and in-app notification with its details. +2. Tap on the expense in the text or notification to be directed to New Expensify, where you can review it. +3. Tap on the expense to view the receipt, amount, description, and any additional details the submitter provides. +4. Tap **Approve**. +{% include end-option.html %} + +{% include info.html %} +If the transaction is pending (a common occurrence with recent company cards or SmartScan expenses), you’ll need to wait until the transaction posts before approving it. +{% include end-info.html %} + +![The approve button in an expense]({{site.url}}/assets/images/ExpensifyHelp_ApproveExpense_1.png){:width="100%"} + +![The approve button when you click into the expense]({{site.url}}/assets/images/ExpensifyHelp_ApproveExpense_2.png){:width="100%"} + +# Hold a workspace expense + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +1. Locate the expense on the **Search** page. +2. Click **View**. +3. Click the drop-down arrow at the top of the expense. +4. Click the **Hold** button. +5. Enter a reason for the delay. The reason for the hold will be added to the expense report. + +When you’re ready to remove the hold, + +1. Locate the expense on the Search page. +2. Click **View**. +3. Click the drop-down arrow at the top of the expense. +4. Select **UnHold**. +5. Complete the steps above to “Approve expenses.” Once the expense has been approved, you can pay it. +{% include end-option.html %} + +{% include option.html value="mobile" %} +1. Locate the expense on the **Search** page. +2. Tap **View**. +3. Tap the drop-down arrow at the top of the expense. +4. Select the **Hold** button. +5. Enter a reason for the delay. The reason for the hold will be added to the expense report. + +When you’re ready to remove the hold, + +1. Tap **Search** and select the expense. +2. Tap the drop-down arrow at the top of the expense. +3. Select **UnHold**. +4. Complete the steps above to “Approve expenses.” Once the expense has been approved, you can pay it. +{% include end-option.html %} + +{% include info.html %} +Held expenses will not be available for payment until they have been approved. +{% include end-info.html %} + +# Unapprove a workspace expense + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +1. Locate the expense on the **Search** page. +2. Click **View**. +3. Click the drop-down arrow at the top of the report +4. Click **Unapprove**. +5. The submitter will receive an email and in-app notification that the expense has been unapproved. +6. An unapproved expense can be deleted by clicking the drop-down arrow at the top of the expense. +{% include end-option.html %} + +{% include option.html value="mobile" %} +1. Locate the expense on the **Search** page. +2. Tap **View**. +3. Tap the drop-down arrow at the top of the expense. +4. Tap **Unapprove**. +5. The submitter will receive a text and in-app notification that the expense has been unapproved. +6. An unapproved expense can be deleted by clicking the drop-down arrow at the top of the expense. +{% include end-option.html %} + +Reports that have been paid cannot be unapproved. + +If the approved expense has already been exported to an accounting package, you’ll see a warning that unapproving an expense can cause data discrepancies and Expensify Card reconciliation issues. Ideally, you’ll want to delete the data already exported to the accounting package before approving the expense again. + +{% include faq-begin.md %} + +**Why is an employee expense showing as ‘pending?’** + +An Expensify Card expense will show as pending if the merchant hasn’t posted it. This is usually the case with hotel holds, or card rental holds. A hold will normally last no more than 7-10 business days unless it’s a hotel hold, which can last 31 days. + +**What are expense reports?** + +In Expensify, expense reports group expenses in a batch to be paid or reconciled. When a draft report is open, all new expenses are added to it. + +Once a report is submitted, you can track the status from the **Search** section. Click the **View** button for a specific expense or expense report. The status is displayed at the top of the expense or report. +{% include faq-end.md %} + +
From e6f352f09f1e564686fb5d316b1add44abecede1 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 17:16:01 +0800 Subject: [PATCH 08/17] Update redirects.csv adding a redirect for the help article name change of https://help.expensify.com/articles/new-expensify/expenses-&-payments/Approve-and-pay-expenses to https://help.expensify.com/articles/new-expensify/expenses-&-payments/Approve-expenses --- docs/redirects.csv | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/redirects.csv b/docs/redirects.csv index bb6729245f83..d9f18ebb0227 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -597,3 +597,4 @@ https://help.expensify.com/articles/expensify-classic/expenses/Track-mileage-exp https://help.expensify.com/articles/expensify-classic/expenses/Track-per-diem-expenses,https://help.expensify.com/articles/expensify-classic/expenses/Add-an-expense https://community.expensify.com/discussion/5116/faq-where-can-i-use-the-expensify-card,https://help.expensify.com/articles/new-expensify/expensify-card/Use-your-Expensify-Card#where-can-i-use-my-expensify-card https://help.expensify.com/articles/other/Expensify-Lounge,https://help.expensify.com/Hidden/Expensify-Lounge +https://help.expensify.com/articles/new-expensify/expenses-&-payments/Approve-and-pay-expenses,https://help.expensify.com/articles/new-expensify/expenses-&-payments/Approve-expenses From 1da6900c4088017adc9b736d44779bcd7dfce97a Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 17:21:55 +0800 Subject: [PATCH 09/17] Update Approve-expenses.md trying to fix the mobile app/ desktop switch --- .../new-expensify/expenses-&-payments/Approve-expenses.md | 7 +++---- 1 file changed, 3 insertions(+), 4 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md index dcc10d0e3c2b..3672b4aa3866 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md @@ -10,7 +10,9 @@ This help article has more details about creating and submitting an expense to a # Receiving an expense from an Individual -When an expense is submitted to an individual, it doesn’t need approval. It only needs to be paid. This help article has the steps to pay the expense. +When an expense is submitted to an individual, it doesn’t need approval. It only needs to be paid. + +This help article has the steps to pay the expense. # Receiving a workspace expense @@ -45,9 +47,6 @@ As a workspace admin, you can set an [approval workflow](https://help.expensify. If the transaction is pending (a common occurrence with recent company cards or SmartScan expenses), you’ll need to wait until the transaction posts before approving it. {% include end-info.html %} -![The approve button in an expense]({{site.url}}/assets/images/ExpensifyHelp_ApproveExpense_1.png){:width="100%"} - -![The approve button when you click into the expense]({{site.url}}/assets/images/ExpensifyHelp_ApproveExpense_2.png){:width="100%"} # Hold a workspace expense From bed21f76eac6492650614716caa5ed2ba6c8b7cf Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 17:32:14 +0800 Subject: [PATCH 10/17] Update Approve-expenses.md Forgot to add {% include end-selector.html %} to the doc - added to resolve the layout issue --- .../expenses-&-payments/Approve-expenses.md | 12 +++++++++++- 1 file changed, 11 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md index 3672b4aa3866..b075f8c27320 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md @@ -28,7 +28,7 @@ As a workspace admin, you can set an [approval workflow](https://help.expensify. {% include selector.html values="desktop, mobile" %} -{% include option.html value="desktop" %} +{% include option.html value="desktop or WebApp" %} 1. When an expense is submitted, you will receive an email and in-app notification with the details of the expense. 2. Click the expense in the email to be directed to New Expensify, where you can review it. 3. Click on the expense to view the receipt, amount, description, and additional details the submitter provides. @@ -43,6 +43,12 @@ As a workspace admin, you can set an [approval workflow](https://help.expensify. 4. Tap **Approve**. {% include end-option.html %} +{% include end-selector.html %} + +![The approve button in an expense]({{site.url}}/assets/images/ExpensifyHelp_ApproveExpense_1.png){:width="100%"} + +![The approve button when you click into the expense]({{site.url}}/assets/images/ExpensifyHelp_ApproveExpense_2.png){:width="100%"} + {% include info.html %} If the transaction is pending (a common occurrence with recent company cards or SmartScan expenses), you’ll need to wait until the transaction posts before approving it. {% include end-info.html %} @@ -87,6 +93,8 @@ When you’re ready to remove the hold, Held expenses will not be available for payment until they have been approved. {% include end-info.html %} +{% include end-selector.html %} + # Unapprove a workspace expense {% include selector.html values="desktop, mobile" %} @@ -109,6 +117,8 @@ Held expenses will not be available for payment until they have been approved. 6. An unapproved expense can be deleted by clicking the drop-down arrow at the top of the expense. {% include end-option.html %} +{% include end-selector.html %} + Reports that have been paid cannot be unapproved. If the approved expense has already been exported to an accounting package, you’ll see a warning that unapproving an expense can cause data discrepancies and Expensify Card reconciliation issues. Ideally, you’ll want to delete the data already exported to the accounting package before approving the expense again. From 5c14ac73839a4547f1c677a725a7d36ef7745cae Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 17:37:23 +0800 Subject: [PATCH 11/17] Update Approve-expenses.md Making a chance to formatting and removing the images because they are outdated --- .../new-expensify/expenses-&-payments/Approve-expenses.md | 8 ++------ 1 file changed, 2 insertions(+), 6 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md index b075f8c27320..d86a66092cf2 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md @@ -45,10 +45,6 @@ As a workspace admin, you can set an [approval workflow](https://help.expensify. {% include end-selector.html %} -![The approve button in an expense]({{site.url}}/assets/images/ExpensifyHelp_ApproveExpense_1.png){:width="100%"} - -![The approve button when you click into the expense]({{site.url}}/assets/images/ExpensifyHelp_ApproveExpense_2.png){:width="100%"} - {% include info.html %} If the transaction is pending (a common occurrence with recent company cards or SmartScan expenses), you’ll need to wait until the transaction posts before approving it. {% include end-info.html %} @@ -89,12 +85,12 @@ When you’re ready to remove the hold, 4. Complete the steps above to “Approve expenses.” Once the expense has been approved, you can pay it. {% include end-option.html %} +{% include end-selector.html %} + {% include info.html %} Held expenses will not be available for payment until they have been approved. {% include end-info.html %} -{% include end-selector.html %} - # Unapprove a workspace expense {% include selector.html values="desktop, mobile" %} From fcec16fbcede491b4e8f026989e5f4631bba1637 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 17:41:08 +0800 Subject: [PATCH 12/17] Update Approve-expenses.md Trying to get a space between the steps in the hold section --- .../new-expensify/expenses-&-payments/Approve-expenses.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md index d86a66092cf2..465859edac0a 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md @@ -61,6 +61,7 @@ If the transaction is pending (a common occurrence with recent company cards or 4. Click the **Hold** button. 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. + When you’re ready to remove the hold, 1. Locate the expense on the Search page. @@ -77,6 +78,7 @@ When you’re ready to remove the hold, 4. Select the **Hold** button. 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. + When you’re ready to remove the hold, 1. Tap **Search** and select the expense. From ec93b8c2178a7efe847be9431b8d13840d75a49a Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 17:47:03 +0800 Subject: [PATCH 13/17] Update Approve-expenses.md still trying to fix the Hold switch section, trying something different. --- .../new-expensify/expenses-&-payments/Approve-expenses.md | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md index 465859edac0a..e4198ef59f40 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md @@ -60,8 +60,9 @@ If the transaction is pending (a common occurrence with recent company cards or 3. Click the drop-down arrow at the top of the expense. 4. Click the **Hold** button. 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. +{% include end-option.html %} - +{% include option.html value="desktop" %} When you’re ready to remove the hold, 1. Locate the expense on the Search page. @@ -77,8 +78,9 @@ When you’re ready to remove the hold, 3. Tap the drop-down arrow at the top of the expense. 4. Select the **Hold** button. 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. +{% include end-option.html %} - +{% include option.html value="mobile" %} When you’re ready to remove the hold, 1. Tap **Search** and select the expense. From 5e8dd07fca42d1bc43dc52d3feaaffcbe1772463 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 17:55:39 +0800 Subject: [PATCH 14/17] Update Approve-expenses.md the hold section still looks bad, trying another fix --- .../new-expensify/expenses-&-payments/Approve-expenses.md | 2 -- 1 file changed, 2 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md index e4198ef59f40..d1cb989befc6 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md @@ -62,7 +62,6 @@ If the transaction is pending (a common occurrence with recent company cards or 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. {% include end-option.html %} -{% include option.html value="desktop" %} When you’re ready to remove the hold, 1. Locate the expense on the Search page. @@ -80,7 +79,6 @@ When you’re ready to remove the hold, 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. {% include end-option.html %} -{% include option.html value="mobile" %} When you’re ready to remove the hold, 1. Tap **Search** and select the expense. From 4f637cbe53b749dfe7408c2c98f2f0165a6af162 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Thu, 7 Nov 2024 18:01:22 +0800 Subject: [PATCH 15/17] Update Approve-expenses.md Trying to get the hold section better --- .../new-expensify/expenses-&-payments/Approve-expenses.md | 2 -- 1 file changed, 2 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md index d1cb989befc6..d86a66092cf2 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md @@ -60,7 +60,6 @@ If the transaction is pending (a common occurrence with recent company cards or 3. Click the drop-down arrow at the top of the expense. 4. Click the **Hold** button. 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. -{% include end-option.html %} When you’re ready to remove the hold, @@ -77,7 +76,6 @@ When you’re ready to remove the hold, 3. Tap the drop-down arrow at the top of the expense. 4. Select the **Hold** button. 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. -{% include end-option.html %} When you’re ready to remove the hold, From cead902b9246f679bb42f7964fb5e11219c30628 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Lucien=20Akchot=C3=A9?= Date: Thu, 7 Nov 2024 11:51:01 +0100 Subject: [PATCH 16/17] fix spacing --- .../new-expensify/expenses-&-payments/Approve-expenses.md | 6 +++++- 1 file changed, 5 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md index d86a66092cf2..9740e6add0bd 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md @@ -61,6 +61,8 @@ If the transaction is pending (a common occurrence with recent company cards or 4. Click the **Hold** button. 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. +  + When you’re ready to remove the hold, 1. Locate the expense on the Search page. @@ -77,7 +79,9 @@ When you’re ready to remove the hold, 4. Select the **Hold** button. 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. -When you’re ready to remove the hold, +  + +When you’re ready to remove the hold, 1. Tap **Search** and select the expense. 2. Tap the drop-down arrow at the top of the expense. From eda487c52465b4e1089f824f431d1cadeb1ea75e Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Lucien=20Akchot=C3=A9?= Date: Thu, 7 Nov 2024 11:51:30 +0100 Subject: [PATCH 17/17] remove padding --- .../new-expensify/expenses-&-payments/Approve-expenses.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md index 9740e6add0bd..77587cc124f0 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Approve-expenses.md @@ -61,7 +61,7 @@ If the transaction is pending (a common occurrence with recent company cards or 4. Click the **Hold** button. 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. -  +

 

When you’re ready to remove the hold, @@ -79,7 +79,7 @@ When you’re ready to remove the hold, 4. Select the **Hold** button. 5. Enter a reason for the delay. The reason for the hold will be added to the expense report. -  +

 

When you’re ready to remove the hold,