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Merge pull request #44174 from Expensify/alexpensify-wavecollect-r1-i…
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Adding images for Wave Collect Resources_Batch 1.md
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rlinoz authored Jun 25, 2024
2 parents d7d7739 + a28f172 commit 698e9c4
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2 changes: 2 additions & 0 deletions docs/articles/new-expensify/expenses/Set-up-your-wallet.md
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Expand Up @@ -5,6 +5,8 @@ description: Send and receive payments by adding your payment account
<div id="new-expensify" markdown="1">
To send and receive money using Expensify, you’ll first need to set up your Expensify Wallet by adding your payment account.

![The Wallet Tab where you can add a personal bank account]({{site.url}}/assets/images/ExpensifyHelp_R5_Wallet_1.png){:width="100%"}

{% include selector.html values="desktop, mobile" %}

{% include option.html value="desktop" %}
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Expand Up @@ -30,6 +30,12 @@ You can get support any time by locating your chat with Concierge in your chat i
<li>Click <b>Default Currency</b> to set the currency for all expenses submitted under the workspace. Expensify automatically converts all other currencies to your default currency.</li>
</ol>

![Click your profile image or icon]({{site.url}}/assets/images/ExpensifyHelp_R1_CreateWorkspace_1.png){:width="100%"}

![Click Workspaces in the left menu and New Worksapce]({{site.url}}/assets/images/ExpensifyHelp_R1_CreateWorkspace_2.png){:width="100%"}

![Options to make changes like a custom workspace name]({{site.url}}/assets/images/ExpensifyHelp_R1_CreateWorkspace_3.png){:width="100%"}

# 3. Invite members

<ol type="a">
Expand All @@ -46,6 +52,12 @@ Once the invite is accepted, the new members will appear in your members list.
You can also invite members on the workspace’s Profile page by clicking **Share** to share the workspace’s URL or QR code.
{% include end-info.html %}

![Click Members on the left and click Invite member]({{site.url}}/assets/images/ExpensifyHelp_R1_InviteMembers_1.png){:width="100%"}

![Use the search field to find the individual by name, email, or phone number]({{site.url}}/assets/images/ExpensifyHelp_R1_InviteMembers_2.png){:width="100%"}

![Enter a custom message into the Message field]({{site.url}}/assets/images/ExpensifyHelp_R1_InviteMembers_3.png){:width="100%"}

# 4. Set admins

Admins are members of your workspace that have permissions to manage the workspace. The table below shows the difference between member and admin permissions:
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Expand Up @@ -51,6 +51,8 @@ Upload your expenses and check your reports right from your phone by downloading
{% include end-option.html %}

{% include end-selector.html %}

![The profile page to change options like display name]({{site.url}}/assets/images/ExpensifyHelp_R2_Profile_1.png){:width="100%"}

# 3. Meet Concierge

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Expand Up @@ -8,6 +8,8 @@ In Expensify, categories refer to the **chart of accounts, GL accounts, expense

An admin can manually create categories for a workspace, or they will be automatically imported if your workspace is connected to another platform such as QuickBooks Online, QuickBooks Desktop, Intacct, Xero, or NetSuite. These imported categories can be enabled or disabled to use as categories for expenses added to Expensify. Additionally, Expensify will learn how you apply categories to specific merchants over time and apply them automatically.

![The Categories tab]({{site.url}}/assets/images/ExpensifyHelp_R3_Categories_1.png){:width="100%"}

# Manually add or delete categories

{% include selector.html values="desktop, mobile" %}
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4 changes: 4 additions & 0 deletions docs/articles/new-expensify/workspaces/Create-expense-tags.md
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Expand Up @@ -8,6 +8,8 @@ In Expensify, tags refer to **classes, projects, cost centers, locations, custom

An admin can manually create tags for a workspace, or they will be automatically imported if your workspace is connected to an accounting system, like QuickBooks Online or Xero. These imported tags can be enabled or disabled to use as tags for expenses added to Expensify. Additionally, Expensify will learn how you apply tags to specific merchants over time and apply them automatically.

![The Tags tab]({{site.url}}/assets/images/ExpensifyHelp_R4_Tags_2.png){:width="100%"}

# Manually add or delete tags

{% include selector.html values="desktop, mobile" %}
Expand All @@ -24,6 +26,8 @@ To manually add a tag,
7. Click **Add Tag** in the top right.
8. Enter a name for the tag and click **Save**.

![The toggle to enable Tags]({{site.url}}/assets/images/ExpensifyHelp_R4_Tags_1.png){:width="100%"}

To delete a tag,

1. Click the tag on the Tags page.
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