diff --git a/docs/articles/new-expensify/getting-started/Create-a-company-workspace.md b/docs/articles/new-expensify/getting-started/Create-a-company-workspace.md index e2a203e56b7e..d821338b84a5 100644 --- a/docs/articles/new-expensify/getting-started/Create-a-company-workspace.md +++ b/docs/articles/new-expensify/getting-started/Create-a-company-workspace.md @@ -98,7 +98,7 @@ Approval workflows help automate expense report reviews. ## Enable Approvals 1. In the left-hand menu, select **Workflows**. -2. Toggle **Add Approvals** on. +2. Toggle **Approvals** on. ## Configure a Default Workflow 1. In the left-hand menu, select **Workflows**. diff --git a/docs/articles/new-expensify/getting-started/Track-Personal-Expenses.md b/docs/articles/new-expensify/getting-started/Track-Personal-Expenses.md index 435388befb37..23e03eb02593 100644 --- a/docs/articles/new-expensify/getting-started/Track-Personal-Expenses.md +++ b/docs/articles/new-expensify/getting-started/Track-Personal-Expenses.md @@ -88,7 +88,7 @@ Let Expensify automatically import and match card transactions to SmartScanned r 1. Go to **Workspaces** in the navigation tabs (on the left on web, and at the bottom on mobile). 2. Click **[Workspace Name] > More features > Enable Workflows**. 3. From the left-hand menu, click **Workflows**. -4. Enable **Make or track payments**. +4. Enable **Payments**. 5. Click **Connect bank account**. 🏦 For more details on connecting a bank account, check out this guide: [Connect a Business Bank Account](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account). diff --git a/docs/articles/new-expensify/reports-and-expenses/Approve-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Approve-Expenses.md index bbee4ee86914..c14a0ec20450 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Approve-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Approve-Expenses.md @@ -7,7 +7,7 @@ internalScope: Audience is Workspace approvers and admins. Covers approving and # Approve Expenses -When an expense report is submitted on a Workspace with an approval workflow configured, it must be approved before it can be paid. To set an approval workflow on your Workspace, [learn how to add approvals](/articles/new-expensify/workspaces/Add-Approvals). +When an expense report is submitted on a Workspace with an approval workflow configured, it must be approved before it can be paid. To set an approval workflow on your Workspace, [learn how to enable Approvals](/articles/new-expensify/workspaces/Add-Approvals). When an expense report is submitted to an individual (rather than on a workspace), it won't go through an approval process. It only needs to be paid. [Learn how to pay an expense](/articles/new-expensify/expenses-and-payments/Pay-an-expense). diff --git a/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-Australia.md b/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-Australia.md index 2b4c7984718a..8183afb33ff0 100644 --- a/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-Australia.md +++ b/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-Australia.md @@ -31,7 +31,7 @@ If your company’s business bank account is located in Australia, you can enabl 1. In the navigation tabs (on the left on web, and at the bottom on mobile), select **Workspaces > [Workspace Name] > Overview**. 2. Under **Default currency**, select **AUD A$**. -3. From the workspace settings left-hand menu, click **Workflows > enable Make or track payments** +3. From the workspace settings left-hand menu, click **Workflows > enable Payments** 4. Under **Connect bank account > Confirm currency and country (Australia - AUD A$)** 5. Click **Confirm**. @@ -82,7 +82,7 @@ If your company’s business bank account is located in Australia, you can enabl To begin reimbursing: -1. In the navigation tabs (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Make or track payments**. +1. In the navigation tabs (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Payments**. 2. Set the verified AUD account as the default reimbursement method. 3. Ask employees to add their personal deposit account. diff --git a/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-Europe.md b/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-Europe.md index 091c76404e5f..757019a4f971 100644 --- a/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-Europe.md +++ b/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-Europe.md @@ -98,7 +98,7 @@ Once you agree to the terms, Expensify’s Compliance Team will review your subm ⏳**Timeline:** After submitting all required documentation, your account can be approved within 2–6 weeks. Once verified, you can start reimbursing within 2 business days. To begin reimbursing: -1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Make or track payments**. +1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Payments**. 2. Set the **verified EUR bank account** as the default reimbursement method. 3. Ask employees to add their personal deposit account. diff --git a/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-Kingdom.md b/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-Kingdom.md index 3f2c5909e0ad..f8d8c6591a81 100644 --- a/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-Kingdom.md +++ b/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-Kingdom.md @@ -32,7 +32,7 @@ To comply with financial regulations, the following documents are needed: 1. From the **navigation tabs** (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Overview**. 2. Under **Default currency**, choose **GBP £**. -3. Return to the left-hand menu and select **Workflows > Make or Track Payments**. +3. Return to the left-hand menu and select **Workflows > Payments**. 4. Click **Connect bank account**, then confirm your **currency and country** (United Kingdom – GBP £). 5. Click **Confirm** to proceed. @@ -99,7 +99,7 @@ Once you agree to the terms, Expensify’s Compliance Team will review your subm To begin reimbursing: -1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Make or track payments**. +1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Payments**. 2. Set the verified GBP account as the default reimbursement method. 3. Ask employees to add their personal deposit account. diff --git a/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-States.md b/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-States.md index 0b78d865272e..64e87041153d 100644 --- a/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-States.md +++ b/docs/articles/new-expensify/wallet-and-payments/Global-Reimbursement-United-States.md @@ -35,7 +35,7 @@ To comply with financial regulations, the following documents are needed: 1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), select **Workspaces > [Workspace Name] > Overview**. 2. Under **Default currency**, select **USD$**. -3. From the workspace settings **navigation tabs** (on the left on web, and at the bottom on mobile), click **Workflows > enable Make or track payments** +3. From the workspace settings **navigation tabs** (on the left on web, and at the bottom on mobile), click **Workflows > Payments** 4. Under **Connect bank account > Confirm currency and country (United States - USD$)** 5. Click **Confirm**. - See [this help article](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account) for more details on connecting a US business bank account. @@ -81,7 +81,7 @@ Once you agree to the terms, Expensify’s Compliance Team will review your subm To begin reimbursing: -1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Make or track payments**. +1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Payments**. 2. Set the verified USD account as the default reimbursement method. 3. Ask employees to add their personal deposit account. diff --git a/docs/articles/new-expensify/workspaces/Add-Approvals.md b/docs/articles/new-expensify/workspaces/Add-Approvals.md index 21e5cd3d0669..c33f240d5a2e 100644 --- a/docs/articles/new-expensify/workspaces/Add-Approvals.md +++ b/docs/articles/new-expensify/workspaces/Add-Approvals.md @@ -17,9 +17,9 @@ To enable approvals on a workspace you manage: 1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), click **Workspaces**. 2. Click your workspace name to access the settings for that workspace. 3. In the left menu, click **Workflows**. -4. Toggle on **Add approvals**. +4. Toggle on **Approvals**. -Enabling **Add approvals** will reveal an option to set a default approval workflow for the workspace. +Enabling **Approvals** will reveal an option to set a default approval workflow for the workspace. --- @@ -45,7 +45,7 @@ Set up default or custom approval workflows to route expenses through one or mor ## Set a Custom Workflow for Specific Members 1. Navigate to **Workspaces > [Workspace Name] > Workflows**. -2. Under **Add approvals**, click **Add approval workflow**. +2. Under **Approvals**, click **Add approval workflow**. 3. Choose the member whose expenses should have a custom workflow. 4. Click **Next**. 5. Select the first approver for their expenses. diff --git a/docs/articles/new-expensify/workspaces/Workspace-Workflows.md b/docs/articles/new-expensify/workspaces/Workspace-Workflows.md index a00681d0d178..cf2deb7dbe29 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Workflows.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Workflows.md @@ -34,16 +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%"} -## How to Add Approvals +## How to enable Approvals - Requires each expense to be reviewed and approved before payment. - You can assign an approver per workspace member. - You can also set an over-limit approver for reports that exceed a specific amount. - The default approver is the **Workspace Owner**, but any workspace member can be selected. -Learn how to [add Approvals](https://help.expensify.com/articles/new-expensify/workspaces/Add-Approvals) on your workspace. +Learn how to [enable Approvals](https://help.expensify.com/articles/new-expensify/workspaces/Add-Approvals) on your workspace. -## How to Set a Submission Frequency +## How to enable Submissions - Controls when expenses are automatically submitted. - Choose how frequently expenses are submitted: