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---
title: Add an Expense
description: Learn how to add, edit, and manage expenses in Expensify, including SmartScans, per diems, mileage, and group expenses.
keywords: [Expensify Classic, add expense, add expense to a report, SmartScan, per diem, mileage, group expense, receipts, upload receipts, distance tracking, bulk expense upload]
keywords: [Expensify Classic, add expense, add expense to a report, SmartScan, per diem, mileage, group expense, receipts, upload receipts, distance tracking, bulk expense upload, email receipt, forward receipt, forward email receipt, email receipts@expensify.com, scan receipt, receipt email, receipt forwarding]
---

Add, track, and manage all types of expenses in Expensify—from SmartScanned receipts to mileage, per diems, and group costs. This guide walks through all your options.
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---
title: Changing Your Workspace Plan
description: How to change your Expensify plan or subscription
keywords: [Expensify Classic, workspace plan, subscription]
keywords: [Expensify Classic, workspace plan, subscription, cancel subscription, cancel plan, downgrade, unsubscribe, stop subscription, end subscription, cancel billing, change subscription]
---


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title: Close Your Expensify Account
description: Learn how to close your Expensify account.
keywords: [Expensify Classic, close account, delete account, cancel account, delete Expensify account, cancel Expensify, deactivate account, how to delete Expensify, how to cancel Expensify]
keywords: [Expensify Classic, close account, delete account, cancel account, delete Expensify account, cancel Expensify, deactivate account, how to delete Expensify, how to cancel Expensify, remove account, terminate account, delete Expensify, how to delete, how to cancel, remove user]
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Terminology violation: Per HELPSITE_NAMING_CONVENTIONS.md, use "member" instead of "user." The keyword remove user should be remove member.

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P2 Badge Remove misleading remove-user keyword

When a Classic workspace admin searches for “remove user”, this keyword now makes the account-closure article match even though the article’s own scope says it does not cover removing members from a domain/workspace, and the Classic workspace member-removal flow lives in docs/articles/expensify-classic/workspaces/Remove-Members.md. This will steer member-offboarding searches toward instructions for permanently closing an individual account instead of removing a workspace member.

Useful? React with 👍 / 👎.

internalScope: Audience is all members. Covers how to close an Expensify account and resolve common errors that block account closure. Does not cover how to delete workspaces or how to remove members from the domain.
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title: Two-Factor Authentication
description: Learn how to set up two-factor authentication in Expensify Classic and what to do if you're locked out of your account.
keywords: [Expensify Classic, two-factor authentication, 2FA, login security, authenticator app, recovery codes, locked out, lost phone, account recovery, Domain Admin reset, backup codes]
keywords: [Expensify Classic, two-factor authentication, 2FA, login security, authenticator app, recovery codes, locked out, lost phone, account recovery, Domain Admin reset, backup codes, MFA, multi-factor, multi-factor authentication, verification code, security code, two factor, two-factor, security key]
---

Setting up two-factor authentication (2FA) in Expensify Classic adds an extra layer of protection to your account. This guide explains how to enable 2FA and what to expect if you're ever locked out.
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title: Change Workspace Plan
description: Learn how to update or cancel your Expensify workspace subscription, downgrade to a free account, or delete a workspace entirely.
keywords: [New Expensify, change subscription, cancel subscription, downgrade annual subscription, delete workspace, free account, billing owner, transfer billing]
keywords: [New Expensify, change subscription, cancel subscription, downgrade annual subscription, delete workspace, free account, billing owner, transfer billing, cancel plan, downgrade, unsubscribe, stop subscription, end subscription, cancel billing]
internalScope: Audience is billing owners. Covers how to change workspace plans and downgrade from annual billing. Does not cover personal account changes or domain-level billing controls.
---

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---
title: Configure Company Card Settings
description: Learn how to manage third-party company card feeds in Expensify, including commercial and direct feeds, accounting exports, and automated eReceipts.
keywords: [New Expensify, company cards, card feed settings, third-party cards, commercial feeds, direct feeds, accounting exports, ereceipts, expense automation, card management]
keywords: [New Expensify, company cards, card feed settings, third-party cards, commercial feeds, direct feeds, accounting exports, ereceipts, expense automation, card management, e-receipt, electronic receipt, digital receipt, auto-generated receipt]
internalScope: Applies to Workspace Admins. Covers how to manage third-party feed settings on the workspace level. Does not cover company card troubleshooting, setup or card assignment.
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title: Import Company Card Transactions From a Spreadsheet
description: Learn how Workspace Admins can upload company card transactions manually from a spreadsheet file.
keywords: [New Expensify, import company card, upload file, import spreadsheet, CSV, TXT, XLS, XLSX, card feed, company card feed, bring your own card, BYOC]
keywords: [New Expensify, import company card, upload file, import spreadsheet, CSV, TXT, XLS, XLSX, card feed, company card feed, bring your own card, BYOC, csv import, import csv, upload csv, spreadsheet import, import transactions, csv file, excel import, xls import]
internalScope: Audience is Workspace Admins. Covers how to import, update, and delete company card CSV feeds. Does not cover personal card imports or Plaid connections.
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title: Import personal card transactions from a spreadsheet
description: Learn how Members can manually import personal card transactions using a spreadsheet in Wallet.
keywords: [New Expensify, import personal card, upload file, import spreadsheet, CSV, TXT, XLS, XLSX, Wallet, card feed, reimbursable, bring your own card, BYOC]
keywords: [New Expensify, import personal card, upload file, import spreadsheet, CSV, TXT, XLS, XLSX, Wallet, card feed, reimbursable, bring your own card, BYOC, csv import, import csv, upload csv, spreadsheet import, import transactions, csv file, excel import, xls import]
internalScope: Audience is all members. Covers how to import, update, and delete personal card transactions via CSV. Does not cover company cards or Plaid connections.
---

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title: Attach and edit receipts on expenses
description: Learn how to properly attach, verify, and troubleshoot receipts on expenses in New Expensify for audits and accounting.
keywords: [New Expensify, attach receipt, verify receipt, missing receipt, expense attachments, audit trail, receipt not showing, crop receipt, rotate receipt, trim receipt, receipt upload failed, receipt upload error, save receipt, delete expense]
keywords: [New Expensify, attach receipt, verify receipt, missing receipt, expense attachments, audit trail, receipt not showing, crop receipt, rotate receipt, trim receipt, receipt upload failed, receipt upload error, save receipt, delete expense, ereceipt, ereceipts, e-receipt, electronic receipt, digital receipt, auto-generated receipt]
internalScope: Audience is Expensify members and Workspace Admins. Covers attaching, replacing, and cropping receipts on expenses. Does not cover SmartScan configuration or receipt forwarding via email.
---

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title: Create an Expense
description: Learn how to create and submit expenses in Expensify using SmartScan, manual entry, distance tracking, or time expenses.
keywords: [create expense, submit expense, SmartScan, manual expense, distance expense, time expense, create time expense, log time, track hours, expense report, submit to workspace, submit to individual, split expense, scan receipts, bulk upload, GPS, GPS tracking, GPS mileage, Proofpoint, email forwarding, receipt forwarding]
keywords: [create expense, submit expense, SmartScan, manual expense, distance expense, time expense, create time expense, log time, track hours, expense report, submit to workspace, submit to individual, split expense, scan receipts, bulk upload, GPS, GPS tracking, GPS mileage, Proofpoint, email forwarding, receipt forwarding, email receipt, forward receipt, forward email receipt, email receipts@expensify.com, scan receipt, receipt email]
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AI readiness / metadata consistency: This keywords array is missing New Expensify as the first keyword. All other New Expensify articles include it (e.g., [New Expensify, create expense, ...]). Adding it improves retrieval accuracy and matches the pattern across the help site.

internalScope: Audience is submitters, approvers, and Workspace Admins. Covers how to create and submit expenses to a workspace or individual using SmartScan, manual entry, distance tracking, or Time expenses. Does not cover credit card import or Time Tracking
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title: Distance Expenses
description: Learn how to create a Distance expense using GPS tracking, map-based routes, manual entry, or odometer readings, and how the reimbursement rate is determined in New Expensify.
keywords: [New Expensify, distance expense, mileage reimbursement, create expense, distance rate, workspace rate, map route, reimbursement rate, manual mileage, manual distance, global create, track distance, GPS, GPS tracking, start GPS, track route, track mileage, mileage tracking, calculate mileage reimbursement, mileage rate, odometer, odometer reading, odometer image, odometer mileage, odometer distance, start reading, end reading, pause GPS, resume GPS, multi-segment trip, discard trip]
keywords: [New Expensify, distance expense, mileage reimbursement, create expense, distance rate, workspace rate, map route, reimbursement rate, manual mileage, manual distance, global create, track distance, GPS, GPS tracking, start GPS, track route, track mileage, mileage tracking, calculate mileage reimbursement, mileage rate, odometer, odometer reading, odometer image, odometer mileage, odometer distance, start reading, end reading, pause GPS, resume GPS, multi-segment trip, discard trip, mileage, miles, kilometers, km]
internalScope: Audience is all members. Covers creating Distance expenses using GPS tracking, map-based routes, manual entry, and odometer readings, plus how reimbursement rates are applied. Does not cover configuring Workspace distance rates in detail or broader report submission workflows.
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title: Create a Per Diem Expense
description: Learn how to create and submit a per diem expense by selecting a workspace, destination, time period, and eligible sub-rates.
keywords: [New Expensify, per diem, per diem expense, create per diem, per diem submission, business travel, expensify per diem, meal reimbursement, travel expense, daily allowance, meal allowance, travel allowance, per diem rates]
keywords: [New Expensify, per diem, per diem expense, create per diem, per diem submission, business travel, expensify per diem, meal reimbursement, travel expense, daily allowance, meal allowance, travel allowance, per diem rates, per night, per diem rate, daily rate]
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Per diem expenses let you claim daily allowances for meals, lodging, and incidentals based on preset rates. If your workspace has Per Diem enabled, you can easily create these expenses directly from the **Create expense** flow.
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title: Close Your Expensify Account
description: Learn how to close your Expensify account.
keywords: [New Expensify, close account, delete Expensify account, delete account, remove user, deactivate account, cancel account, cancel Expensify, terminate, how to delete Expensify, how to cancel Expensify]
keywords: [New Expensify, close account, delete Expensify account, delete account, remove user, deactivate account, cancel account, cancel Expensify, terminate, how to delete Expensify, how to cancel Expensify, remove account, close account, terminate account, delete Expensify, how to delete, how to cancel]
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Duplicate keyword: close account appears twice in this keywords array (positions 2 and 13). Remove the duplicate to keep metadata clean.

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Terminology violation: Per HELPSITE_NAMING_CONVENTIONS.md, use "member" instead of "user." The keyword remove user should be remove member.

internalScope: Audience is all members. Covers how to close an Expensify account and resolve common errors that block account closure. Does not cover how to delete workspaces or how to remove members from the domain.
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title: Login Troubleshooting
description: Troubleshoot common login issues — like missing Magic Codes, 2FA lockouts, SSO problems, or blocked emails — and find out who to contact to get back in fast.
keywords: [New Expensify, Expensify login, can't log in, login help, Magic Code missing, Two-Factor Authentication, SSO login, email domain blocked, login error, Concierge login support, account access issue, locked out]
keywords: [New Expensify, Expensify login, can't log in, login help, Magic Code missing, Two-Factor Authentication, SSO login, email domain blocked, login error, Concierge login support, account access issue, locked out, change password, update password, reset password, forgot password, password reset, new password, password change]
---

# Login troubleshooting
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title: Two-Factor Authentication (2FA)
description: Learn how to set up, use, and recover your Expensify account with two-factor authentication (2FA), including lost device and admin recovery options.
keywords: [New Expensify, two-factor authentication, 2FA, login security, authenticator app, recovery codes, locked out, lost phone, account recovery, Domain Admin reset, backup codes]
keywords: [New Expensify, two-factor authentication, 2FA, login security, authenticator app, recovery codes, locked out, lost phone, account recovery, Domain Admin reset, backup codes, MFA, multi-factor, multi-factor authentication, verification code, security code, two factor, two-factor, security key]
---

Setting up two-factor authentication (2FA) in New Expensify adds an extra layer of protection to your account. This guide explains how to enable 2FA and what to expect if you're ever locked out.
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