From 1ac8409dee9606449118ada013125f271b4e8371 Mon Sep 17 00:00:00 2001 From: Al Garces Date: Fri, 21 Jun 2024 10:57:27 -0700 Subject: [PATCH 1/6] Adding images for adding new workspaces and inviting users.md Related to https://github.com/Expensify/Expensify/issues/404297 --- .../getting-started/Create-a-company-workspace.md | 12 ++++++++++++ 1 file changed, 12 insertions(+) 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 cbe21c9db20a..e25ae580e87a 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 @@ -30,6 +30,12 @@ You can get support any time by locating your chat with Concierge in your chat i
  • Click Default Currency to set the currency for all expenses submitted under the workspace. Expensify automatically converts all other currencies to your default currency.
    • +![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
      @@ -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: From 1ab61c22c0e42be3946c40e5883db54022cd0a53 Mon Sep 17 00:00:00 2001 From: Al Garces Date: Mon, 24 Jun 2024 09:42:04 -0700 Subject: [PATCH 2/6] Update Join-your-company's-workspace.md --- .../getting-started/Join-your-company's-workspace.md | 2 ++ 1 file changed, 2 insertions(+) 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 index 9c5aea0c61ae..a4747c2d95e5 100644 --- 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 @@ -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 From 26f58fe41956f3cb8f9fc225488514ccc75ed560 Mon Sep 17 00:00:00 2001 From: Al Garces Date: Mon, 24 Jun 2024 09:57:42 -0700 Subject: [PATCH 3/6] Update Create-expense-categories.md --- .../new-expensify/workspaces/Create-expense-categories.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/articles/new-expensify/workspaces/Create-expense-categories.md b/docs/articles/new-expensify/workspaces/Create-expense-categories.md index 7b8d29d09d1c..6f810d8f96d0 100644 --- a/docs/articles/new-expensify/workspaces/Create-expense-categories.md +++ b/docs/articles/new-expensify/workspaces/Create-expense-categories.md @@ -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" %} From 5f3b253e6416e7d0fdea9d03ca91aebded1cb26a Mon Sep 17 00:00:00 2001 From: Al Garces Date: Mon, 24 Jun 2024 10:00:04 -0700 Subject: [PATCH 4/6] Update Create-expense-tags.md --- docs/articles/new-expensify/workspaces/Create-expense-tags.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/articles/new-expensify/workspaces/Create-expense-tags.md b/docs/articles/new-expensify/workspaces/Create-expense-tags.md index cf7bdd6fc6a7..881fc3148ddc 100644 --- a/docs/articles/new-expensify/workspaces/Create-expense-tags.md +++ b/docs/articles/new-expensify/workspaces/Create-expense-tags.md @@ -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_1.png){:width="100%"} + # Manually add or delete tags {% include selector.html values="desktop, mobile" %} From 27aea277a0e3a9ded26baaad978367a7c9339055 Mon Sep 17 00:00:00 2001 From: Al Garces Date: Mon, 24 Jun 2024 10:02:18 -0700 Subject: [PATCH 5/6] Update Create-expense-tags.md --- docs/articles/new-expensify/workspaces/Create-expense-tags.md | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/workspaces/Create-expense-tags.md b/docs/articles/new-expensify/workspaces/Create-expense-tags.md index 881fc3148ddc..e048ad9ca768 100644 --- a/docs/articles/new-expensify/workspaces/Create-expense-tags.md +++ b/docs/articles/new-expensify/workspaces/Create-expense-tags.md @@ -8,7 +8,7 @@ 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_1.png){:width="100%"} +![The Tags tab]({{site.url}}/assets/images/ExpensifyHelp_R4_Tags_2.png){:width="100%"} # Manually add or delete tags @@ -26,6 +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. From a28f17266212aa908adfdb7e76a414ecd6b055fd Mon Sep 17 00:00:00 2001 From: Al Garces Date: Mon, 24 Jun 2024 10:06:14 -0700 Subject: [PATCH 6/6] Update Set-up-your-wallet.md --- docs/articles/new-expensify/expenses/Set-up-your-wallet.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/articles/new-expensify/expenses/Set-up-your-wallet.md b/docs/articles/new-expensify/expenses/Set-up-your-wallet.md index de1ee61066b0..7f7b6196707d 100644 --- a/docs/articles/new-expensify/expenses/Set-up-your-wallet.md +++ b/docs/articles/new-expensify/expenses/Set-up-your-wallet.md @@ -5,6 +5,8 @@ description: Send and receive payments by adding your payment account
      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" %}