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stephanieelliott merged 1 commit into from
Feb 13, 2026
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[No QA] Update Workspace-Workflows.md #82357

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17 changes: 12 additions & 5 deletions docs/articles/new-expensify/workspaces/Workspace-Workflows.md
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Original file line number Diff line number Diff line change
Expand Up @@ -25,7 +25,7 @@ To get started, enable the **Workflows** feature for your workspace.

---

# Configure Workflow Settings
## Configure Workflow Settings

@github-actions github-actions Bot Feb 13, 2026

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Heading level violation: This should be ## (H2) instead of # (H1). The document structure should use:

  • # for the main title (already used for "Enable Workflows")
  • ## for main sections
  • This creates better hierarchy for AI parsing and readability.


Once enabled, go to the **Workflows** tab in the left menu to customize your submission and approval logic.

Expand All @@ -34,13 +34,16 @@ Once enabled, go to the **Workflows** tab in the left menu to customize your sub

![Enable workflow features]({{site.url}}/assets/images/submissions-03.png){:width="100%"}

## Add Approvals
## How to Add Approvals

@github-actions github-actions Bot Feb 13, 2026

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Vague heading violation (AI Readiness): The heading "Add Approvals" should be "How to Add Approvals" to be more descriptive and action-oriented. This helps AI systems and users understand the section's purpose immediately. You've correctly updated the other sections ("How to Set a Submission Frequency", "How to Set Up a Payment Account"), but this one was missed in line 37.


- Requires each expense to be reviewed and approved before payment.
- You can assign an approver per workspace member.
- The default approver is the **Workspace Owner**, but any **Workspace Admin** can be selected.
- You can also set an over-limit approver for reports that exceed a specific amount.

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Terminology violation: Use "workspace member" instead of "Workspace Admin" in the original text. The updated line 41 (after changes) correctly says "any workspace member can be selected" - ensure this is consistent with Expensify style where:

  • "Member" is preferred over "User"
  • Role names should match official terminology

Note: The new version correctly uses "workspace member" - this is good!

- The default approver is the **Workspace Owner**, but any workspace member can be selected.

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Inconsistent heading format: This section heading is now "## Submission Frequency" while the updated sections use "How to" format ("How to Set a Submission Frequency", "How to Add Approvals", "How to Set Up a Payment Account"). For consistency and better AI readability, consider updating this to "## How to Set a Submission Frequency" to match the pattern used elsewhere in the document.

## Submission Frequency
Learn how to [add Approvals](https://help.expensify.com/articles/new-expensify/workspaces/Add-Approvals) on your workspace.

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Grammar/punctuation inconsistency: The list items use inconsistent punctuation. Line 47 uses a period at the end ("Instantly - Expenses are submitted upon creation.") while most other items don't. For consistency and scannability, either add periods to all items or remove them from all - typically bullet points that are complete sentences should all have periods.


## How to Set a Submission Frequency

- Controls when expenses are automatically submitted.
- Choose how frequently expenses are submitted:
Expand All @@ -53,9 +56,11 @@ Once enabled, go to the **Workflows** tab in the left menu to customize your sub
- Manually – Expenses are auto-added to a report, but employees must submit them manually.
- If turned **off**, all reimbursable and non-reimbursable expenses are submitted instantly.

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Heading level violation: This should be ## (H2) instead of # (H1). The document should only have one H1 title at the top (implied by YAML), with all major sections as H2. This maintains proper hierarchy for both readability and AI parsing.

Learn how to [configure Submissions](https://help.expensify.com/articles/new-expensify/workspaces/Workspace-Workflows#submission-frequency) on your workspace.

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Punctuation inconsistency: The link text should include a period at the end if it's a complete sentence, or match the formatting of similar links in the document. Line 44 and 72 have similar reference links - ensure consistent formatting throughout.


---

# Set Up a Payment Account
## How to Set Up a Payment Account

To reimburse employees or pay invoices directly from Expensify, connect your business bank account.

Expand All @@ -64,6 +69,8 @@ To reimburse employees or pay invoices directly from Expensify, connect your bus
3. Click **Connect Bank Account** and follow the [bank connection guide](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account).
4. Choose an **authorized expense payer**—a Workspace Admin who has access to the bank account and will be the default reimburser.

Learn how to [pay expenses submitted on a workspace](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Pay-Expenses#how-to-pay-expenses-submitted-to-a-workspace).

---

# FAQ
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