From ef02ab1b48e3795d0fdfd427f0b5714b7b059efe Mon Sep 17 00:00:00 2001 From: Stephanie Elliott Date: Mon, 2 Mar 2026 16:01:55 -1000 Subject: [PATCH 1/5] Add noindex meta tag for internal pages and create AgentZero upcoming features reference --- docs/_layouts/default.html | 3 + .../Unlisted/AgentZero-Upcoming-Features.md | 99 +++++++++++++++++++ 2 files changed, 102 insertions(+) create mode 100644 docs/articles/Unlisted/AgentZero-Upcoming-Features.md diff --git a/docs/_layouts/default.html b/docs/_layouts/default.html index 71a079807698..fe786b23176f 100644 --- a/docs/_layouts/default.html +++ b/docs/_layouts/default.html @@ -24,6 +24,9 @@ {% seo %} + {% if page.noindex %} + + {% endif %} diff --git a/docs/articles/Unlisted/AgentZero-Upcoming-Features.md b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md new file mode 100644 index 000000000000..b03f422ad501 --- /dev/null +++ b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md @@ -0,0 +1,99 @@ +--- +title: AgentZero Reference – Upcoming Features (New Expensify) +description: Internal reference of planned and coming-soon features for AgentZero. Not for public search indexing. +keywords: upcoming features, roadmap, coming soon, AgentZero reference +noindex: true +internalScope: For AgentZero and internal tooling only. Use this page to give accurate, forward-looking answers about features that are planned but not yet generally available. Do not expose this URL in end-user-facing help. +--- + +# AgentZero Reference: Upcoming Features (New Expensify) + +This page is a **reference for AgentZero** only. It lists features that are planned or in development for New Expensify. Use it to answer user questions about "coming soon" capabilities accurately and to avoid promising features that are not yet released. + +**Important:** These items are subject to change. When in doubt, direct users to official release notes or support for the latest status. + +--- + +## Expense & Report Management + +- **Bulk expense actions** – Select multiple expenses across reports for approve, reject, or recategorize in one action. +- **Recurring expense templates** – Save and reuse expense templates (e.g. monthly parking, subscriptions) for faster entry. +- **Report templates** – Create report templates with default policy, categories, and approval flow for frequent report types. +- **Expense reminders** – Optional reminders for approvers when reports have been outstanding for a set time. +- **Enhanced receipt parsing** – Improved extraction of line items, merchant, and date from complex or multi-item receipts. + +--- + +## Workspace & Policy + +- **Policy presets** – Quick-start policy templates (e.g. "Small business", "Enterprise") to reduce setup time. +- **Custom approval chains** – Configurable multi-step approval workflows with conditions (amount, category, etc.). +- **Workspace-level expense limits** – Set default or max amounts per category or expense type at the workspace level. +- **Improved tag and category management** – Bulk edit tags/categories and merge duplicates from the workspace settings. + +--- + +## Integrations & Accounting + +- **Additional accounting integrations** – Expanded support for more accounting platforms and regions. +- **Sync status dashboard** – Central view of sync health, errors, and last successful sync per connection. +- **Mapping recommendations** – AI-assisted suggestions for chart of accounts and category mapping during setup. +- **Multi-entity and multi-currency** – Richer support for multi-entity and multi-currency export and sync. + +--- + +## Expensify Card & Company Cards + +- **Card-level controls** – Per-card spending limits and category restrictions for Expensify Card and company cards. +- **Real-time card transaction visibility** – Sooner visibility of pending and cleared transactions in the app. +- **Card program customization** – More options for card design, limits, and rules per card program. + +--- + +## Payments & Reimbursements + +- **Faster reimbursement options** – Additional payout methods and regions for speedier reimbursements. +- **Payment scheduling** – Schedule batch payments for approved reports (e.g. weekly pay runs). +- **Reimbursement status notifications** – Clearer in-app and email updates when a reimbursement is initiated or completed. + +--- + +## Travel + +- **Travel policy rules** – Stricter enforcement of booking rules (e.g. class of service, advance booking) with clear user messaging. +- **Trip templates** – Reusable trip templates for common routes or event types. +- **Travel reporting** – Dedicated travel spend and compliance views for admins. + +--- + +## Search, Insights & Export + +- **Saved search and filters** – Save report and expense search filters for quick reuse. +- **Custom report columns** – User-configurable columns and sort order on Reports and expense list views. +- **Scheduled exports** – Automated CSV or integration exports on a schedule (e.g. weekly, monthly). +- **Insights improvements** – Additional default reports and drill-downs for spend by category, merchant, and policy. + +--- + +## Security & Compliance + +- **Enhanced 2FA options** – Additional second-factor methods and recovery flows. +- **Audit log export** – Export workspace audit logs for compliance and internal review. +- **Data residency** – Options for data storage in specified regions where applicable. + +--- + +## Concierge & Help + +- **Concierge escalation** – Smoother handoff from Concierge to human support when needed. +- **In-context help** – Contextual help and short guides surfaced inside relevant screens. +- **Help in more languages** – Expanded localization of help content and Concierge for more languages. + +--- + +## How to Use This Page (AgentZero) + +- When a user asks "Is X available?" or "When is Y coming?" – check this list before answering. +- Prefer: "That feature is on our roadmap" or "We’re working on something like that" over promising a date. +- Point users to existing, shipped documentation for what is available today. +- Do not cite this page or its URL in end-user-facing responses. From 5dbd82d018c4b39f1f49546f02f679e0ec036cc4 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 2 Mar 2026 17:43:17 -1000 Subject: [PATCH 2/5] Update AgentZero-Upcoming-Features.md --- docs/articles/Unlisted/AgentZero-Upcoming-Features.md | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/articles/Unlisted/AgentZero-Upcoming-Features.md b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md index b03f422ad501..5ed8e98a7aed 100644 --- a/docs/articles/Unlisted/AgentZero-Upcoming-Features.md +++ b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md @@ -3,6 +3,7 @@ title: AgentZero Reference – Upcoming Features (New Expensify) description: Internal reference of planned and coming-soon features for AgentZero. Not for public search indexing. keywords: upcoming features, roadmap, coming soon, AgentZero reference noindex: true +sitemap: false internalScope: For AgentZero and internal tooling only. Use this page to give accurate, forward-looking answers about features that are planned but not yet generally available. Do not expose this URL in end-user-facing help. --- From 3e9ce85d866aafd3bdf2a61220fbf8b7e9ea2081 Mon Sep 17 00:00:00 2001 From: "Stephanie Elliott (via MelvinBot)" Date: Wed, 4 Mar 2026 03:09:32 +0000 Subject: [PATCH 3/5] Update upcoming features page to only include unreleased, user-impacting features Removed 15 features that are already shipped in New Expensify (bulk expense actions, custom approval chains, saved search, card-level controls, etc.) and reframed 8 partially-released features to describe only the unreleased portions. Kept 9 fully unreleased features. Co-authored-by: Stephanie Elliott --- .../Unlisted/AgentZero-Upcoming-Features.md | 51 +++++++------------ 1 file changed, 18 insertions(+), 33 deletions(-) diff --git a/docs/articles/Unlisted/AgentZero-Upcoming-Features.md b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md index 5ed8e98a7aed..3deba53e0da0 100644 --- a/docs/articles/Unlisted/AgentZero-Upcoming-Features.md +++ b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md @@ -17,84 +17,69 @@ This page is a **reference for AgentZero** only. It lists features that are plan ## Expense & Report Management -- **Bulk expense actions** – Select multiple expenses across reports for approve, reject, or recategorize in one action. -- **Recurring expense templates** – Save and reuse expense templates (e.g. monthly parking, subscriptions) for faster entry. +- **Recurring expense templates** – Save and reuse expense templates (e.g. monthly parking, subscriptions) for faster entry instead of re-entering the same expenses each time. - **Report templates** – Create report templates with default policy, categories, and approval flow for frequent report types. -- **Expense reminders** – Optional reminders for approvers when reports have been outstanding for a set time. -- **Enhanced receipt parsing** – Improved extraction of line items, merchant, and date from complex or multi-item receipts. +- **Approver reminders for outstanding reports** – Optional reminders for approvers when submitted reports have been waiting for approval beyond a set time. --- ## Workspace & Policy -- **Policy presets** – Quick-start policy templates (e.g. "Small business", "Enterprise") to reduce setup time. -- **Custom approval chains** – Configurable multi-step approval workflows with conditions (amount, category, etc.). -- **Workspace-level expense limits** – Set default or max amounts per category or expense type at the workspace level. -- **Improved tag and category management** – Bulk edit tags/categories and merge duplicates from the workspace settings. +- **Policy presets** – Quick-start policy templates (e.g. "Small business", "Enterprise") to reduce initial workspace setup time. --- ## Integrations & Accounting -- **Additional accounting integrations** – Expanded support for more accounting platforms and regions. -- **Sync status dashboard** – Central view of sync health, errors, and last successful sync per connection. -- **Mapping recommendations** – AI-assisted suggestions for chart of accounts and category mapping during setup. -- **Multi-entity and multi-currency** – Richer support for multi-entity and multi-currency export and sync. +- **Sync status dashboard** – A central view showing sync health, errors, and last successful sync across all accounting connections in one place. +- **Mapping recommendations** – AI-assisted suggestions for chart of accounts and category mapping during accounting integration setup. --- ## Expensify Card & Company Cards -- **Card-level controls** – Per-card spending limits and category restrictions for Expensify Card and company cards. -- **Real-time card transaction visibility** – Sooner visibility of pending and cleared transactions in the app. -- **Card program customization** – More options for card design, limits, and rules per card program. +- **Card design customization** – Custom card designs and additional visual options for Expensify Card programs. --- ## Payments & Reimbursements -- **Faster reimbursement options** – Additional payout methods and regions for speedier reimbursements. -- **Payment scheduling** – Schedule batch payments for approved reports (e.g. weekly pay runs). -- **Reimbursement status notifications** – Clearer in-app and email updates when a reimbursement is initiated or completed. +- **Payment scheduling** – Schedule batch payments for approved reports on a future date (e.g. weekly pay runs). +- **Reimbursement deposit notifications** – Dedicated in-app and email notifications when a reimbursement is initiated, in transit, or deposited. --- ## Travel -- **Travel policy rules** – Stricter enforcement of booking rules (e.g. class of service, advance booking) with clear user messaging. -- **Trip templates** – Reusable trip templates for common routes or event types. -- **Travel reporting** – Dedicated travel spend and compliance views for admins. +- **Travel policy rules** – Stricter enforcement of booking rules (e.g. class of service caps, advance booking requirements, price limits) with clear messaging when a booking falls outside policy. +- **Trip templates** – Reusable trip templates for common routes or recurring event types. +- **Travel reporting dashboard** – Dedicated travel spend and compliance views for admins, separate from general expense reporting. --- ## Search, Insights & Export -- **Saved search and filters** – Save report and expense search filters for quick reuse. -- **Custom report columns** – User-configurable columns and sort order on Reports and expense list views. -- **Scheduled exports** – Automated CSV or integration exports on a schedule (e.g. weekly, monthly). -- **Insights improvements** – Additional default reports and drill-downs for spend by category, merchant, and policy. +- **Scheduled exports** – Automated CSV or integration exports on a recurring schedule (e.g. weekly, monthly). --- ## Security & Compliance -- **Enhanced 2FA options** – Additional second-factor methods and recovery flows. -- **Audit log export** – Export workspace audit logs for compliance and internal review. -- **Data residency** – Options for data storage in specified regions where applicable. +- **Additional 2FA methods** – Support for second-factor authentication methods beyond authenticator apps, such as hardware security keys. +- **Audit log export** – Export workspace audit logs for compliance reviews and internal auditing. +- **Data residency** – Options for data storage in specified geographic regions where applicable. --- -## Concierge & Help +## Help & Localization -- **Concierge escalation** – Smoother handoff from Concierge to human support when needed. -- **In-context help** – Contextual help and short guides surfaced inside relevant screens. -- **Help in more languages** – Expanded localization of help content and Concierge for more languages. +- **Help articles in more languages** – Expanded localization of help center content beyond English. --- ## How to Use This Page (AgentZero) - When a user asks "Is X available?" or "When is Y coming?" – check this list before answering. -- Prefer: "That feature is on our roadmap" or "We’re working on something like that" over promising a date. +- Prefer: "That feature is on our roadmap" or "We're working on something like that" over promising a date. - Point users to existing, shipped documentation for what is available today. - Do not cite this page or its URL in end-user-facing responses. From 15a57b0a7744e1234c1d7e7d6eb7ff6f0da33ba3 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 6 Mar 2026 11:27:19 -1000 Subject: [PATCH 4/5] Update docs/articles/Unlisted/AgentZero-Upcoming-Features.md Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com> --- docs/articles/Unlisted/AgentZero-Upcoming-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/Unlisted/AgentZero-Upcoming-Features.md b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md index 3deba53e0da0..6e93dc0dbbb7 100644 --- a/docs/articles/Unlisted/AgentZero-Upcoming-Features.md +++ b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md @@ -25,7 +25,7 @@ This page is a **reference for AgentZero** only. It lists features that are plan ## Workspace & Policy -- **Policy presets** – Quick-start policy templates (e.g. "Small business", "Enterprise") to reduce initial workspace setup time. +## Workspace Configuration --- From d891a5db3df3c2b0cd545f0a01103bb0d09e2770 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 6 Mar 2026 11:28:28 -1000 Subject: [PATCH 5/5] Apply suggestions from code review Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com> --- .../articles/Unlisted/AgentZero-Upcoming-Features.md | 12 ++++++------ 1 file changed, 6 insertions(+), 6 deletions(-) diff --git a/docs/articles/Unlisted/AgentZero-Upcoming-Features.md b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md index 6e93dc0dbbb7..cd808afacaa4 100644 --- a/docs/articles/Unlisted/AgentZero-Upcoming-Features.md +++ b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md @@ -11,14 +11,14 @@ internalScope: For AgentZero and internal tooling only. Use this page to give ac This page is a **reference for AgentZero** only. It lists features that are planned or in development for New Expensify. Use it to answer user questions about "coming soon" capabilities accurately and to avoid promising features that are not yet released. -**Important:** These items are subject to change. When in doubt, direct users to official release notes or support for the latest status. +**Important:** These items are subject to change. When in doubt, direct members to official release notes or support for the latest status. --- ## Expense & Report Management - **Recurring expense templates** – Save and reuse expense templates (e.g. monthly parking, subscriptions) for faster entry instead of re-entering the same expenses each time. -- **Report templates** – Create report templates with default policy, categories, and approval flow for frequent report types. +- **Report templates** – Create report templates with default workspace, categories, and approval flow for frequent report types. - **Approver reminders for outstanding reports** – Optional reminders for approvers when submitted reports have been waiting for approval beyond a set time. --- @@ -27,7 +27,7 @@ This page is a **reference for AgentZero** only. It lists features that are plan ## Workspace Configuration ---- +- **Workspace presets** – Quick-start workspace templates (e.g. "Small business", "Enterprise") to reduce initial workspace setup time. ## Integrations & Accounting @@ -77,9 +77,9 @@ This page is a **reference for AgentZero** only. It lists features that are plan --- -## How to Use This Page (AgentZero) +- When a member asks "Is X available?" or "When is Y coming?" – check this list before answering. -- When a user asks "Is X available?" or "When is Y coming?" – check this list before answering. -- Prefer: "That feature is on our roadmap" or "We're working on something like that" over promising a date. +- Point members to existing, shipped documentation for what is available today. +- Do not cite this page or its URL in member-facing responses. - Point users to existing, shipped documentation for what is available today. - Do not cite this page or its URL in end-user-facing responses.