From 821b6f63d684683cd061fb864b20f10fd95e33c9 Mon Sep 17 00:00:00 2001 From: Ren Jones <153645623+ren-jones@users.noreply.github.com> Date: Wed, 1 May 2024 00:38:54 -0500 Subject: [PATCH] DOCS: Update and rename Coming-Soon.md to Join-your-company's-workspace.md New Getting Started article --- .../getting-started/Coming-Soon.md | 4 - .../Join-your-company's-workspace.md | 185 ++++++++++++++++++ 2 files changed, 185 insertions(+), 4 deletions(-) delete mode 100644 docs/articles/new-expensify/getting-started/Coming-Soon.md create mode 100644 docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md diff --git a/docs/articles/new-expensify/getting-started/Coming-Soon.md b/docs/articles/new-expensify/getting-started/Coming-Soon.md deleted file mode 100644 index 6b85bb0364b5..000000000000 --- a/docs/articles/new-expensify/getting-started/Coming-Soon.md +++ /dev/null @@ -1,4 +0,0 @@ ---- -title: Coming Soon -description: Coming Soon ---- diff --git a/docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md b/docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md new file mode 100644 index 000000000000..9c5aea0c61ae --- /dev/null +++ b/docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md @@ -0,0 +1,185 @@ +--- +title: Join your company's workspace +description: Get started with Expensify by joining your company's workspace +--- + +
+ +Welcome to Expensify! If you received an invitation to join your company’s Expensify workspace, follow the 5 steps below to get started. + +# 1. Download the mobile app + +Upload your expenses and check your reports right from your phone by downloading the Expensify mobile app. You can search for “Expensify” in the app store, or tap one of the links below. + +[iOS](https://apps.apple.com/us/app/expensify-expense-tracker/id471713959) +| [Android](https://play.google.com/store/apps/details?id=org.me.mobiexpensifyg&hl=en_US&gl=US) + +# 2. Add your name, photo, and preferences + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +
    +
  1. Click your profile image or icon in the bottom left menu.
    2. +
  2. Click the Edit pencil icon next to your profile image or icon and select Upload Image to choose a new image from your saved files.
    3. +
  3. Click Profile in the left menu and edit any of the following details as desired:
    4. + +
+{% include end-option.html %} + +{% include option.html value="mobile" %} +
    +
  1. Tap your profile image or icon in the bottom menu.
    2. +
  2. Tap the Edit pencil icon next to your profile image or icon and select Upload Image to choose a new image from your saved files.
    3. +
  3. Tap Profile in the left menu and edit any of the following details as desired:
    4. + +
+{% include end-option.html %} + +{% include end-selector.html %} + +# 3. Meet Concierge + +Concierge is your personal assistant that walks you through setting up your account and also provides: +- Reminders to do things like submit your expenses +- Alerts when more information is needed on an expense report +- Updates on new and improved account features + +You can get support any time by locating your chat with Concierge in your chat inbox. You can ask questions and receive direct support in this thread. + +# 4. Learn how to add an expense + +You can create an expense by SmartScanning a receipt to automatically capture the receipt details, or you can enter the expense manually. + +## SmartScan a receipt + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +
    +
  1. Click the + icon in the bottom left menu and select Submit Expense.
    2. +
  2. Click Scan.
    3. +
  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. +
  4. Use the search field to find the desired workspace or an individual’s name, email, or phone number.
    5. +
  5. Add a description, category, tags, or tax as desired, or as required by your workspace.
    6. +
  6. (Optional) Enable the expense as billable if it should be billed to a client.
    7. +
  7. Click Submit Expense.
    8. +
+{% include end-option.html %} + +{% include option.html value="mobile" %} +
    +
  1. Tap the + icon at the bottom of the screen and select Submit Expense.
    2. +
  2. Tap Scan.
    3. +
  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. +
  4. Use the search field to find the desired workspace or an individual’s name, email, or phone number.
    5. +
  5. Add a description, category, tags, or tax as desired, or as required by your workspace.
    6. +
  6. (Optional) Enable the expense as billable if it should be billed to a client.
    7. +
  7. Tap Submit.
    8. +
+{% 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. +{% include end-info.html %} + +## Manually add an expense + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +
    +
  1. Click the + icon in the bottom left menu and select Submit Expense.
    2. +
  2. Click Manual.
    3. +
  3. Enter the amount on the receipt and click Next. Note: Click the currency symbol to select a different currency.
    4. +
  4. Use the search field to find the desired workspace or an individual’s name, email, or phone number.
    5. +
  5. (Optional) Add a description.
    6. +
  6. Add a merchant.
    7. +
  7. Click Show more to add additional fields (like a category) as desired, or as required by your workspace.
    8. +
  8. Click Submit.
    9. +
+{% include end-option.html %} + +{% include option.html value="mobile" %} +
    +
  1. Tap the + icon at the bottom of the screen and select Submit Expense.
    2. +
  2. Tap Manual.
    3. +
  3. Enter the amount on the receipt and tap Next. Note: Tap the currency symbol to select a different currency.
    4. +
  4. Use the search field to find the desired workspace or an individual’s name, email, or phone number.
    5. +
  5. (Optional) Add a description.
    6. +
  6. Add a merchant.
    7. +
  7. Tap Show more to add additional fields (like a category) as desired, or as required by your workspace.
    8. +
  8. Tap Submit.
    9. +
+{% include end-option.html %} + +{% include end-selector.html %} + +# 5. Secure your account + +Add an extra layer of security to help keep your financial data safe and secure by enabling two-factor authentication. This will require you to enter a code generated by your preferred authenticator app (like Google Authenticator or Microsoft Authenticator) when you log in. + +To enable two-factor authentication, + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +
    +
  1. Click your profile image or icon in the bottom left menu.
    2. +
  2. Click Security.
    3. +
  3. Click Two-factor authentication.
    4. +
  4. Save a copy of your backup codes. This step is critical! You will lose access to your account if you cannot use your authenticator app and do not have your recovery codes.
    5. + +
  5. Click Next.
    6. +
  6. Download or open your authenticator app and connect it to Expensify by either:
    7. + +
  7. Enter the 6-digit code from your authenticator app into Expensify and click Verify.
    8. +
+{% include end-option.html %} + +{% include option.html value="mobile" %} +
    +
  1. Tap your profile image or icon at the bottom of the screen.
    2. +
  2. Tap Security.
    3. +
  3. Tap Two-factor authentication.
    4. +
  4. Save a copy of your backup codes. This step is critical! You will lose access to your account if you cannot use your authenticator app and do not have your recovery codes.
    5. + +
  5. Tap Next.
    6. +
  6. Download or open your authenticator app and connect it to Expensify by either:
    7. + +
  7. Enter the 6-digit code from your authenticator app into Expensify and tap Verify.
    8. +
+ +{% include end-option.html %} + +{% include end-selector.html %} + +