From b4d4bf1e57eb5a38a14dbaa9ae88660a36804bcf Mon Sep 17 00:00:00 2001 From: Maddy Lewis Date: Wed, 2 Jul 2025 15:09:11 -0400 Subject: [PATCH 1/4] Update navigation references in documentation - Update all billing/subscription navigation paths from 'Workspaces > Subscription' to 'Account > Subscription' - Remove outdated references to domains and subscription access through Workspaces tab - Update Workspaces page description to reflect direct workspace list navigation - Add Subscription section to Account Settings documentation These changes reflect the recent navigation updates that moved subscription management to Account tab and made Workspaces tab go directly to workspace list. --- .../Add-a-payment-card-and-view-your-subscription.md | 6 +++--- .../billing-and-subscriptions/Billing-Overview.md | 4 ++-- .../Changing-Your-Workspace-Plan.md | 6 +++--- .../billing-and-subscriptions/Tax-Exemption.md | 2 +- .../getting-started/Navigating-New-Expensify.md | 7 +++---- 5 files changed, 12 insertions(+), 13 deletions(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md b/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md index 819490b973fd..9b26a27038b2 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md @@ -15,8 +15,8 @@ To view or manage your subscription in New Expensify: - **Open the app** on your device. - **Click your profile icon** in the bottom-left corner. -- **Go to Workspaces.** -- **Click Subscription** under the appropriate workspace to view your current plan and settings. +- **Go to Account.** +- **Click Subscription** to view your current plan and settings. --- @@ -60,7 +60,7 @@ To request an early cancellation: To permanently delete a workspace: -1. Go to **Settings > Workspaces**. +1. Go to **Workspaces**. 2. Click the three dots next to the workspace name. 3. Select **Delete workspace** from the dropdown. 4. Confirm the deletion when prompted. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Billing-Overview.md b/docs/articles/new-expensify/billing-and-subscriptions/Billing-Overview.md index 3e58ac233113..4c14f7c616b2 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Billing-Overview.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Billing-Overview.md @@ -43,7 +43,7 @@ For a full breakdown, visit the [Expensify pricing page](https://www.expensify.c ## 🧾 Receipts - Your billing receipts show: `X Collect members @ $5.00` -- View them in **Workspaces > Subscription** +- View them in **Account > Subscription** --- @@ -92,7 +92,7 @@ For a full breakdown, visit the [Expensify pricing page](https://www.expensify.c ## 🧾 Receipts -- View billing receipts under **Workspaces > Subscription** +- View billing receipts under **Account > Subscription** - Each workspace can only have **one billing owner** --- diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md b/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md index 89a36b2f08cf..2c49ba163db1 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md @@ -13,7 +13,7 @@ Take a look at this resource to learn how to update your Expensify workspace sub To update your subscription plan: -1. Use the **left-hand navigation bar (LHB)** to go to **Workspaces > Subscription**. +1. Use the **left-hand navigation bar (LHB)** to go to **Account > Subscription**. 2. Click **Explore all plans** and choose the one that best fits your needs. --- @@ -22,7 +22,7 @@ To update your subscription plan: If you're on an Annual Subscription (a 12-month commitment), you may be eligible to request early cancellation and switch to a free account: -1. Use the **left-hand navigation bar** to go to **Workspaces > Subscription**. +1. Use the **left-hand navigation bar** to go to **Account > Subscription**. 2. Click **Request early cancellation**. **Note:** Early cancellations are subject to eligibility review. @@ -33,7 +33,7 @@ If you're on an Annual Subscription (a 12-month commitment), you may be eligible If you're on a Pay-per-use plan and want to switch to a free account: -1. Go to **Workspaces > Subscription**. +1. Go to **Account > Subscription**. 2. Click the three dots **(⋮)** next to your workspace name. 3. Select **Delete workspace**. diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Tax-Exemption.md b/docs/articles/new-expensify/billing-and-subscriptions/Tax-Exemption.md index 3df62c5bc6b1..2956c4eb1d54 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Tax-Exemption.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Tax-Exemption.md @@ -20,7 +20,7 @@ If your organization qualifies as tax-exempt, you can request to remove sales ta **To request tax-exempt status for your Expensify subscription:** -1. Go to **Account > Workspaces > Subscription > Subscription settings**. +1. Go to **Account > Subscription > Subscription settings**. 2. Click **Tax exempt status**. 3. Selecting **Tax exempt status** will begin a chat with Concierge. 4. From there, communicate that your account is tax-exempt and attach a PDF of your tax-exempt document. diff --git a/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md b/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md index b8f8eacaa3c1..8b61ef763197 100644 --- a/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md +++ b/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md @@ -49,7 +49,7 @@ The **Reports** tab consolidates all filtering and reporting tools: # Workspaces Page -The **Workspaces** tab helps you manage everything related to your company or personal workspaces. Whether you're creating a new workspace, editing an existing one, or managing features like billing and card connections, this section is your main hub. +The **Workspaces** tab shows you a clean list of all your workspaces and allows you to manage everything related to your company or personal workspaces. This section is your main hub for workspace management. From the **Workspaces** tab, you can: @@ -59,10 +59,8 @@ From the **Workspaces** tab, you can: - **Enable features** – Turn on or off modules like Company Cards, Workflows, Tags, Distance tracking, and more via the **More features** menu. - **Set up accounting connections** – Integrate tools like QuickBooks or NetSuite under **Accounting**. - **Edit categories and tags** – Create or disable expense categories and tags to organize expenses. -- **Track billing and subscription** – Navigate to the **Subscription** section to choose a plan, view billing history, or cancel your subscription. -- **Access domains** (if applicable) – Allow centralized control over company-wide settings like SAML, domain groups, and company card feeds. -**Tip:** All workspace-specific settings live under this tab, while account specific settings live under the **Account** tab. +**Tip:** All workspace-specific settings live under this tab, while account-level settings (including billing and subscription management) live under the **Account** tab. --- @@ -74,6 +72,7 @@ The **Account** tab includes all personal and account-level settings. Here’s w - **Wallet** – Add or manage personal payment methods (e.g., cards or bank accounts). - **Preferences** – Choose your default payment currency, language, and notification preferences. - **Security** – Set up two-factor authentication and manage device access. +- **Subscription** – Manage your billing, view subscription details, and track usage. - **Help** – Access Expensify Help docs and reach out to Concierge. - **Switch to Expensify Classic** – Return to the classic layout if needed. - **About** – View app version details and system information. From e2e1a6c38df6f4413eb6ba5d7d07740a472d17e4 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Wed, 2 Jul 2025 15:28:51 -0400 Subject: [PATCH 2/4] Update Add-a-payment-card-and-view-your-subscription.md --- ...payment-card-and-view-your-subscription.md | 43 +++++-------------- 1 file changed, 11 insertions(+), 32 deletions(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md b/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md index 9b26a27038b2..19036faae966 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md @@ -7,60 +7,39 @@ keywords: [New Expensify, subscription, billing, payment card, cancel subscripti Easily manage your subscription in New Expensify—update payment details, adjust your plan, request early cancellation, or delete a workspace if needed. ---- - -# Manage Subscription - -To view or manage your subscription in New Expensify: - -- **Open the app** on your device. -- **Click your profile icon** in the bottom-left corner. -- **Go to Account.** -- **Click Subscription** to view your current plan and settings. - ---- - -## Add Payment Card - -Click **Add Payment Card** and enter your card details to ensure uninterrupted billing. - -![Screenshot of Add Payment Card option]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Default-Update.png){:width="100%"} +You can view and manage your subscription under **Account > Subscription**. --- -## Manage Subscription Plan +# Manage Subscription Plan In the Subscription section, you can view and update your plan details, including: +- **Add a payment card**: Connect the credit card you want to use to pay for Expensify each month. - **Current plan:** View your subscription type and number of seats. - **Billing info:** See your payment method and next renewal date. -- **Auto-renew:** Check when your subscription will automatically renew (e.g., **Renews on Nov 1, 2024**). +- **Auto-renew:** Check when your subscription will automatically renew (e.g., **Renews on Nov 1, 2026**). - **Auto-increase annual seats:** See how much you could save by automatically increasing seats if your team grows. **Note:** Enabling auto-increase will extend your annual subscription end date. -![Screenshot of subscription details]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Details-Update.png){:width="100%"} - --- -## Request Early Cancellation - -To request an early cancellation: +# Request Early Cancellation -1. Go to the **Subscription** section. -2. Click **Request Early Cancellation**. +1. Head to **Account > Subscription**. +2. Click the **Request early cancellation** button. +3. Depending on how your subscription is configured, the early cancellation will happen automatically or be sent to our team for review. **Note:** Early cancellations aren’t available to all customers. -![Screenshot of cancellation button]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Billing-Update-2.png){:width="100%"} - --- -## Delete a Workspace +# Delete a Workspace -To permanently delete a workspace: +To permanently delete a workspace and downgrade to a free account: -1. Go to **Workspaces**. +1. From the left-hand menu, click **Workspaces**. 2. Click the three dots next to the workspace name. 3. Select **Delete workspace** from the dropdown. 4. Confirm the deletion when prompted. From 1837bffac23c5345bf70b6b5ea70d26e735e9788 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Wed, 2 Jul 2025 15:30:40 -0400 Subject: [PATCH 3/4] Update Changing-Your-Workspace-Plan.md --- .../billing-and-subscriptions/Changing-Your-Workspace-Plan.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md b/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md index 2c49ba163db1..93be8683456e 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Changing-Your-Workspace-Plan.md @@ -13,7 +13,7 @@ Take a look at this resource to learn how to update your Expensify workspace sub To update your subscription plan: -1. Use the **left-hand navigation bar (LHB)** to go to **Account > Subscription**. +1. Use the **left-hand menu** to go to **Account > Subscription**. 2. Click **Explore all plans** and choose the one that best fits your needs. --- From e80fa7cd6274da954a567e0dc29d65bf788045d5 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Thu, 3 Jul 2025 10:27:09 -0400 Subject: [PATCH 4/4] Update Add-a-payment-card-and-view-your-subscription.md --- .../Add-a-payment-card-and-view-your-subscription.md | 11 +---------- 1 file changed, 1 insertion(+), 10 deletions(-) diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md b/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md index a66c4120ad2e..b50f074b6bcc 100644 --- a/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md +++ b/docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md @@ -13,16 +13,7 @@ You can view and manage your subscription under **Account > Subscription**. --- -# View Subscription and Add a Payment Card - -To view your subscription and add a payment card: - -1. Navigate to **Account > Subscription**. -2. Click **Add Payment Card** and enter your card details to ensure uninterrupted billing. - ---- - -# Manage Subscription Plan +# Manage Subscription In the Subscription section, you can view and update your plan details, including: