Update Add-profile-photo.md

docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Add-Personal-Australian-Bank-Account.md

@@ -1,8 +1,8 @@
 ---
 title: Add a Personal Australian Bank Account
 description: Receive AUD reimbursements from an Australian employer by adding your banking information
+keywords: [Expensify Classic, Australian bank account]
 ---
-
 <div id="expensify-classic" markdown="1">
 
 Australian employees can connect a personal deposit-only bank account to receive reimbursements for their expense reports.  
@@ -17,7 +17,7 @@ Australian employees can connect a personal deposit-only bank account to receive
 
 1. Click your profile picture and select the workspace you want set as your default workspace. 
 2. Hover over **Settings**, then click **Account**.  
-3. Click the **Payments** tab.  
+3. Click the **Wallet** tab.  
 4. Click **Add Deposit-Only Bank Account**.  
 5. Enter the required details:  
    - **Account Holder Information**: Name, address, city, and country.  
@@ -42,3 +42,5 @@ Your bank can provide this information. Contact them to confirm your **Bank User
 
 ## Can I add multiple bank accounts?  
 No, you can only add one deposit-only bank account per workspace for reimbursements.
+
+</div>

docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-Bank-Account.md

@@ -1,6 +1,7 @@
 ---
 title: Connect personal bank account
 description: Receive reimbursements for expense reports submitted to your employer
+keyword: [Expensify Classic, deposit account, reimbursement account]
 ---
 
 <div id="expensify-classic" markdown="1">
@@ -12,8 +13,8 @@ Employees can connect a personal deposit-only bank account to receive reimbursem
 # Connect a Deposit-only Bank Account
 
 1. Hover over **Settings**, then click **Account**.
-2. Click the **Payments** tab on the left.
-3. Click **Add Deposit-Only Bank Account**, then click **Connect to your bank**.
+2. Click the **Wallet** tab on the left.
+3. Under **Bank Accounts**, click **Add Deposit-Only Bank Account**, then click **Connect to your bank**.
 4. Click **Continue**.
 5. Search for your bank account in the list of banks
 6. Follow the prompts to sign in to your bank account using the corresponding username and password.
@@ -28,7 +29,7 @@ Once the bank account is connected to your Expensify account, future reimburseme
 
 If your organization has global reimbursement enabled and you want to add a bank account outside the US, follow the steps above.
 
-After clicking **Add Deposit-Only Bank Account**, under **Settings > Accounts > Payments**, click **Switch Country** at the top of the bank selection screen. This will allow you to add a deposit account from a supported country and receive reimbursements in your local currency.
+After clicking **Add Deposit-Only Bank Account**, under **Settings > Accounts > Wallet**, click **Switch Country** at the top of the bank selection screen. This will allow you to add a deposit account from a supported country and receive reimbursements in your local currency.
 
 ---
 
@@ -46,3 +47,5 @@ Check the following possible issues:
 If your bank account has **two-factor authentication (2FA)** or another security step enabled, you should be prompted to complete this authentication step when connecting the account to Expensify.
 
 However, if you encounter an error during this process, you can close the pop-up window and select **Connect Manually** to add the account manually.
+
+</div>

docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Share-Verified-Business-Bank-Account.md

@@ -1,22 +1,37 @@
 ---
-title: Share verified business bank account
-description: Allow admins to reimburse employees or pay vendor bills by sharing access to the business bank account
+title: Share-Verified-Business-Bank-Account.md
+description: Learn how to share access to a verified business bank account in Expensify to reimburse employees or pay vendor bills.
+keywords: [Expensify Classic, share bank account, reimburse, vendor payments, Workspace Admin]
 ---
 <div id="expensify-classic" markdown="1">
 
-To allow an admin to reimburse employees or pay vendor bills, they must be given access to the workspace’s verified bank account. 
+If another Admin needs access to an existing verified bank account to reimburse employees, the account needs to be shared with them first.
 
-{% include info.html %}
-Bank accounts can only be shared with someone who is a Workspace Admin for a workspace you also have access to.
-{% include end-info.html %}
+**Note:** Bank accounts can only be shared with Workspace Admins. Both the admin and the bank account owner must have access to the same workspace.
 
-To grant another admin access to the bank account in Expensify, 
+---
+
+# Share Access to a Verified Business Bank Account
+
+To grant another admin access to the bank account in Expensify:
+
+1. Go to **Settings > Account > Wallet**.
+2. Under **Bank Accounts**, click **Share** next to the bank account.
+3. Enter the admin's email address you want to grant access to.
+4. The added admin will receive an email with instructions to revalidate the bank account.
+
+🚨 **Important! Revalidation Required** 🚨
+
+When a bank account is shared, it must be revalidated using the test deposits that Expensify sends to the bank account. This process takes **1-2 business days**, during which the admin will receive three microtransactions. Once received, they must validate the transaction amounts.
+
+
+---
+
+# Revoke Access to a Verified Business Bank Account
 
-1. Hover over **Settings**, then click **Account**.
-2. Click the **Payments** tab on the left. 
-3. Next to the bank account, click **Share**. 
-4. Enter the email address of the person you will share bank account access with. 
+If an admin or accountant leaves the company or no longer needs access to the workspace bank account, you can remove their access:
 
-The added admin will receive an email with additional instructions to revalidate the bank account. When a bank account is shared, it must be revalidated to ensure the newly added admin has access. It can take 1-2 business days to receive the three microtransactions, then the admin can validate the transaction amounts. 
+1. Go to **Settings > Account > Wallet**.
+2. Under **Bank Accounts**, click **Unshare** next to the admin’s name.
 
 </div>

docs/articles/expensify-classic/bank-accounts-and-payments/payments/Receive-Payments.md

@@ -1,8 +1,9 @@
 ---
 title: Receive Payments
 description: Learn how to receive reimbursements through Expensify, including ACH, Wise, PayPal, and Venmo options.
-keywords: [reimbursement, ACH, bank account, Wise, PayPal, Venmo, Rapid Reimbursement]
+keywords: [Expensify Classic, reimbursement, ACH, bank account, Wise, PayPal, Venmo, Rapid Reimbursement]
 ---
+<div id="expensify-classic" markdown="1">
 
 To receive a reimbursement after submitting an expense report, you must first [connect a personal bank account](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-Bank-Account) to Expensify. Once your employer approves your report or invoice, the reimbursement is deposited directly into your bank account.
 
@@ -80,3 +81,5 @@ For **ACH and global payments**, Expensify displays the **expected deposit date*
 
 ## What currency will my global reimbursement be in?
 Expensify will reimburse you in your local currency, based on the conversion at the time of payout.
+
+</div>

docs/articles/expensify-classic/connect-credit-cards/Connect-Personal-Credit-Cards.md

@@ -2,27 +2,29 @@
 Title: Connecting Personal Credit Cards to Expensify  
 Description: Learn how to connect or manually import your personal credit card expenses into Expensify for seamless tracking and reimbursement.
 ---
+<div id="expensify-classic" markdown="1">
 
-Connecting your personal credit card to Expensify makes it easy to track your expenses and get reimbursed all in one place. You can either set up a direct connection to automatically import transactions or manually upload a CSV file. These methods also merge your expenses with SmartScanned receipts and, if enabled, allow you to generate IRS-compliant eReceipts.
+Connecting a personal credit card to Expensify makes it easy to track your expenses and get reimbursed all in one place. You can either set up a direct connection to automatically import transactions or manually upload a CSV file. These methods also merge your expenses with SmartScanned receipts and, if enabled, allow you to generate IRS-compliant eReceipts.
 
 ---
+
 # Option 1: Connect Directly to Your Credit Card Account
 
 Follow these steps to import expenses automatically from your bank or credit card account:
 
 1. Log in to Expensify and navigate to **Settings > Account**.
-2. Select **Credit Card Import**.
-3. Click **Import Bank/Card**.
+2. Select **Wallet**.
+3. Under **Imported Card Feeds**, click **Import Bank/Card**.
 4. Search for and select your bank from the list.
-   - If your bank isn’t listed, proceed to **Option 2** (Manual Import via Spreadsheet).
+   - If your bank isn’t listed, proceed to **Option 2: (Manual Import via Spreadsheet)**.
 5. Choose a transaction start date from the calendar.  
-   _**Note: Most banks allow importing up to 90 days of transactions. If you need older transactions, use a spreadsheet import (details below).**_
-6. Click **Take Me There**.
-7. Enter your online banking credentials.
-8. Select the account(s) to import.
-9. Click **Update** to sync the latest transactions.
+   _**Note:** Most banks allow importing up to 30 to 90 days of transactions. If you need older transactions, use a spreadsheet import (details below)._
+6. Enter your online banking credentials.
+7. Select the account(s) to import.
+8. Click **Update** to sync the latest transactions.
 
 ---
+
 # Option 2: Import Transactions via Spreadsheet
 
 Use this method if your bank isn’t supported or you need older transactions. Supported file types: CSV, OFX, QFX, or XLS.
@@ -32,7 +34,7 @@ Use this method if your bank isn’t supported or you need older transactions. S
 2. Ensure your file includes columns for **Merchant**, **Transaction Date**, and **Amount** (formatted as positive values). 
    - Keep only one header row.
    - Format dates (e.g., `yyyy-mm-dd` or `mm-dd-yyyy`). In Excel, go to **Format Cells > Custom** to update the format.
-3. Log in to Expensify and go to **Settings > Account > Credit Card Import**.
+3. Log in to Expensify and go to **Settings > Account > Wallet > Imported Card Feeds**.
 4. Select **Import Transactions from File** and click **Upload**.
 5. For first-time uploads:
    - Keep the layout set to **Default**.
@@ -46,30 +48,33 @@ Use this method if your bank isn’t supported or you need older transactions. S
 **Note:** For checking accounts, toggle **Flip Amount Sign** if transactions are listed as negatives.
 
 ---
+
 # Managing Credit Card Settings
 
 You can customize how imported card transactions appear:
 
-1. Navigate to the card’s settings under **Credit Card Import**.
+1. Navigate to the card’s settings under **Settings > Account > Wallet**.
 2. Change the card name or set the default reimbursement option:
    - **Reimbursable**: Expenses you need to be reimbursed for, such as personal card purchases made for work.
    - **Non-Reimbursable**: Expenses incurred with a company card or paid by someone else.
 
 ---
+
 # Removing a Card
 
-_**Important: Removing a card deletes all unsubmitted expenses associated with it. Processed expenses remain unaffected.**_
+**Important:** Removing a card deletes all unsubmitted expenses associated with it, so any card expenses on an Open report or left Unreported will be deleted. Card expenses that were submitted are unaffected (on reports that are Processing, Approved, Reimbursed, or Closed).
 
-1. Go to **Credit Card Import**.
-2. Click the red trashcan icon next to the card.
+1. Go to **Settings > Account > Wallet**.
+2. Under **Imported Card Feeds**, click the red trashcan icon next to the card.
 
 ---
+
 # FAQ
 
 ## Should I Use Direct Import or Spreadsheet Upload?
 
-- **Direct Import**: Ideal for personal or business cards that require regular reporting. If using a company-assigned corporate card, consult your Expensify Admin, as they may handle imports.  
-- **Spreadsheet Upload**: Best for banks not supported by Expensify or when you need to import older transactions.
+- **Direct Import**: This option is ideal for personal or business cards that require regular reporting. If you are using a company-assigned corporate card, consult your Expensify Admin, as they may handle imports.  
+- **Spreadsheet Upload**: This option is best for banks not supported by Expensify or when you need to import older transactions.
 
 ## Why Don’t I See My Imported Transactions?
 
@@ -81,3 +86,5 @@ Use the filters on the **Expenses** page (e.g., Date filter) to locate missing e
   - Cash or personal card purchases.
   - Per diem, hourly, or mileage expenses.
 - **Non-Reimbursable**: Expenses paid using company funds, like a corporate card transaction, that require documentation but not reimbursement.
+
+</div>

docs/articles/expensify-classic/connect-credit-cards/Manage-Company-Cards.md

@@ -1,7 +1,10 @@
 ---
 title: Manage Company Credit Cards in Expensify
 description: Learn how to assign, manage, and unassign company cards in Expensify to streamline expense tracking and maintain accurate transaction records.
+keywords: [Expensify Classic, company cards, direct bank feeds, commercial card feeds]
 ---
+<div id="expensify-classic" markdown="1">
+
 Assigning company cards in Expensify ensures employees can seamlessly track business expenses, while administrators maintain accurate transaction records. This guide explains how to assign, manage, and unassign company cards to keep your expense management streamlined
 
 ## Main Uses
@@ -167,3 +170,5 @@ Check for changes to bank credentials, security questions, or login details. Upd
 
 ## Historical Data: How far back can I import transactions?
 Most banks provide 30-90 days of historical data. Older transactions can be imported using the CSV upload method.
+
+</div>

docs/articles/expensify-classic/connect-credit-cards/Reconcile-Company-Card-Expenses.md

@@ -1,10 +1,14 @@
 ---
 title: Reconcile Company Card Expenses
 description: Learn how to reconcile company card expenses in Expensify, including troubleshooting discrepancies, managing approvals, and preparing accruals
+keywords: [Expensify Classic, reconcile company cards]
 ---
+<div id="expensify-classic" markdown="1">
 
 This guide explains how to reconcile corporate card transactions imported into Expensify using the reconciliation dashboard feature.
 
+---
+
 # Steps to Reconcile Transactions
 
 ## Access the Reconciliation Dashboard
@@ -51,6 +55,7 @@ Use the **Unapproved Total** and **Approved Total** columns to locate expenses t
 3. If an open report exists in the cardholder’s account, the expenses will be added to it. Otherwise, a new report will be created.
 
 ---
+
 # Process and Edit Reports
 
 Workspace Admins can do the following via the Reconciliation Dashboard:
@@ -69,6 +74,7 @@ To close your books for the month with unapproved expenses:
 3. Use the **Unapproved Total** as the accrual amount if the above totals are correct.
 
 ---
+
 # FAQ
 
 ## Who can access the Reconciliation tab?
@@ -90,3 +96,5 @@ Only Domain Admins can access the Reconciliation tool.
    - Last four digits of the card number
 
 **Note: Only posted transactions will be imported.**
+
+</div>

docs/articles/expensify-classic/connect-credit-cards/Troubleshooting-Company-Cards.md

@@ -1,7 +1,9 @@
 ---
 title: Troubleshooting Company Cards
 description: Learn how to troubleshoot company card issues in Expensify, including fixing connection errors, resolving missing transactions, and troubleshooting CSV imports.
+keywords: [Expensify Classic, company card troubleshooting, card errors]
 ---
+<div id="expensify-classic" markdown="1">
 
 This guide provides solutions to common issues encountered when connecting, importing, and managing company credit cards in Expensify. It covers troubleshooting steps for failed connections, missing transactions, CSV import errors, and duplicate expenses, helping you resolve issues efficiently and ensure a seamless experience.
 
@@ -134,3 +136,5 @@ For the most stable connection, consider:
 - If using multiple programs, connect **ALL programs** at once.
 
 If you still experience issues with your company card connection, contact Expensify Concierge for additional support.
+
+</div>