Merge branch 'Expensify:main' into help-dot

android/app/build.gradle

@@ -90,8 +90,8 @@ android {
         minSdkVersion rootProject.ext.minSdkVersion
         targetSdkVersion rootProject.ext.targetSdkVersion
         multiDexEnabled rootProject.ext.multiDexEnabled
-        versionCode 1001037503
-        versionName "1.3.75-3"
+        versionCode 1001037512
+        versionName "1.3.75-12"
     }
 
     flavorDimensions "default"

docs/articles/expensify-classic/getting-started/Individual-Users.md

@@ -1,5 +1,43 @@
 ---
 title: Individual Users
-description: Individual Users
+description: Learn how Expensify can help you track and submit your personal or self-employed business expenses. 
 ---
-## Resource Coming Soon!
+#  Overview
+If you're an individual using Expensify, the Track and Submit plans are designed to assist self-employed users in effectively managing both their personal and business finances.
+
+# How to use the Track plan
+
+The Track plan is tailored for solo Expensify users who don't require expense submission to others. Individuals or sole proprietors can choose the Track plan to customize their Individual Workspace to align with their personal expense tracking requirements.
+
+You can select the Track plan from the Workspace settings. Navigate to **Settings > Workspace > Individual > *[Workspace Name]* > Plan** to select Track. 
+You can also do this from the Pricing page at https://www.expensify.com/pricing.
+
+The Track plan includes a predefined set of categories designed to align with IRS Schedule C expense categories. However, you have the flexibility to add extra categories as needed. For a more detailed breakdown, you can also set up tags to create another layer of coding.
+
+The Track plan offers 25 free SmartScans per month. If you require more than 25 SmartScans, you can upgrade to a Monthly Individual subscription at a cost of $4.99 USD per month.
+
+# How to use the Submit plan
+The Submit plan is designed for individuals who need to keep track of their expenses and share them with someone else, such as their boss, accountant, or even a housemate. It's specifically tailored for single users who want to both track and submit their expenses efficiently.
+
+You can select the Track plan from the Workspace settings. Navigate to **Settings > Workspaces > Individual > *[Workspace Name]* > Plan** to select "Submit" or from the Pricing page at https://www.expensify.com/pricing.
+
+You will select who your expenses get sent to under **Settings > Workspace > Individual > *[Workspace Name]* > Reports**. If the recipient already has an Expensify account, they'll be able to see the report directly in the Expensify app. Otherwise, non-Expensify users will receive a PDF copy of the report attached to the email so it can be processed.
+
+The Submit plan includes a predefined set of categories designed to align with IRS Schedule C expense categories. However, you have the flexibility to add extra categories as needed. For a more detailed breakdown, you can also set up tags to create another layer of coding.
+
+The Submit plan offers 25 free SmartScans per month.If you require more than 25 SmartScans, you can upgrade to a Monthly Individual subscription at a cost of $4.99 USD per month.
+
+#  FAQ
+
+## Who should use the Track plan?
+An individual who wants to store receipts, look to track spending by category to help with budgeting and a self-employed user who needs to track receipts and mileage for tax purposes.
+
+## Who should use the Submit plan?
+An individual who seeks to utilize the features of the track plan to monitor their expenses while also requiring the ability to submit those expenses to someone else.
+
+## How can I keep track of personal and business expenses in the same account? 
+You have the capability to create distinct "business" and "personal" tags and assign them to your expenses for proper categorization. By doing so, you can effectively code your expenses based on their nature. Additionally, you can utilize filters to ensure that you only view the expenses that are relevant to your specific needs, whether they are business-related or personal.
+
+## How can I export expenses for tax purposes? 
+From the expense page, you have the option to select all of your expenses and export them to a CSV (Comma-Separated Values) file. This CSV file can be conveniently imported directly into your tax software for easier tax preparation.
+

docs/articles/expensify-classic/integrations/HR-integrations/Zenefits.md

@@ -1,5 +1,39 @@
 ---
-title: Coming Soon
-description: Coming Soon
+title: Zenefits Integration
+description: Automatically sync employees between Zenefits and Expensify
 ---
-## Resource Coming Soon!
+# How the Zenefits integration works with Expensify
+
+Expensify's direct integration with Zenefits will automatically:
+- **Create new Expensify accounts** for full-time, active employees when they're hired
+- **Update the approval workflow in Expensify** based on any changes in Zenefits
+- **Deprovision an employee's Expensify account** upon Zenefits termination date
+
+# How to connect the Zenefits integration
+## Before connecting Expensify with Zenefits, please review the prerequisites:
+
+- You must be an admin in Zenefits and in Expensify to establish the integration
+- You must have a Control or Collect workspace in Expensify to integrate with Zenefits. If you do not, you'll be given the opportunity to upgrade to Control or Collect during the integration setup.
+- Every employee record in Zenefits must have a work email address since we use this as the unique identifier in Expensify. 
+- Zenefits will add all your employees to one Expensify workspace. If your company uses multiple Expensify workspaces, you'll be given the option to choose which workspace to connect to when you're setting up the integration.
+
+## To connect your Expensify workspace to Gusto:
+
+1. Navigate to **Settings > Workspaces > Group > _[Workspace Name]_ > Connections**
+2. Scroll down to HR Integrations, click the **Connect to Zenefits** radio button, then click **Sync with Zenefits**
+3. Login to your Zenefits account using your Zenefits admin credentials and authorize Expensify to access your Zenefits account.
+4. If you want to exclude an individual user from syncing with Expensify, make your selections before clicking **Authorize**
+
+## To configure the connection:
+
+1. Select the Approval Workflow that works best for your team:
+    - **Basic Approval:** Each employee will submit expense reports to one final approver. By default, the final approver is the workspace's Billing Owner.
+    - **Manager Approval:** Expense reports will first be submitted to each employee's direct manager, and then forwarded to one final approver. By default, the final approver is the workspace's Billing Owner.
+    - **Configure Manually:** Use the members table to manually configure how employees submit reports. In this case, you're choosing to not import an employee's manager. You will need to set and update the approval workflow for each employee manually. If your team has a highly complex approval workflow, this option will allow for multi-tiered approval chains.
+
+# Zenefit integration FAQs
+## Will this notify my employees?
+Each employee will receive a welcome email at their work email address along with a request to validate their account and choose a password. They can also download our mobile app for iOS and Android devices. Please note that there is no way to disable the welcome email.
+
+## Should I connect the integration from Expensify or from Zenefits?
+It's totally up to you! You'll have the same options available to you when syncing from either product.

docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md

@@ -0,0 +1,48 @@
+---
+title: Indirect Accounting Integrations
+description: Learn how to export your expenses and reports to a built-for-purpose flat file that works with your accounting platform. 
+---
+<!-- The lines above are required by Jekyll to process the .md file -->
+
+# Overview
+
+Along with the direct integrations Expensify supports, there's also an option to integrate with other accounting solutions via a flat-file import.
+
+When you set up one of these accounting packages in Expensify, we will automatically create and add a relevant export template. The template will allow you to quickly and easily transfer expense and report data to your accounting package.
+
+# How to Set Up an Indirect Accounting Integration
+
+## Home Page
+
+After selecting your Group Plan type for your first workspace, you'll be taken through a few workspace setup tasks on the home page. When you reach the **Accounting Software** task, select your accounting solution from the available options.
+
+You'll receive a confirmation message, and the respective export template will be added to the account. From then on, it will show in the **Export to** option on the **Reports** page and at the top of each report.
+
+## Workspace Settings
+
+Head to **Settings** > **Workspaces** > **Group** > _Your desired workspace_ > **Connections** and select an accounting package from the options listed here. You'll receive a confirmation message, and the respective export template will be added to the account. From then on, it will show in the **Export to** option on the **Reports** page and at the top of each report.
+
+# How to Export a Report for My Accounting Package
+
+You can export reports to these templates in two ways:
+
+To export a report, click **Export To** in the top-left of a report and select your accounting package from the dropdown menu.
+
+To export multiple reports, tick the checkbox next to the reports on the **Reports** page, then click **Export To** and select your accounting package from the dropdown menu.
+
+# FAQ
+
+## Which accounting packages offer this indirect integration with Expensify?
+
+We support a pre-configured flat-file integration for the following accounting packages:
+
+ - Sage
+ - Microsoft Dynamics
+ - MYOB
+ - Oracle
+ - SAP
+
+## What if my accounting package isn’t listed here?
+
+If your accounting package isn’t listed, but it still accepts a flat-file import, select **Other** when completing the Accounting Software task on your Home page or head to **Settings** > **Workspaces** > **Group** > _Your desired workspace_ > **Export Formats**.  This option allows you to create your own templates to export your expense and report data into a format compatible with your accounting system.
+

docs/articles/expensify-classic/integrations/travel-integrations/Global-VaTax.md

@@ -1,5 +1,31 @@
 ---
-title: Coming Soon
-description: Coming Soon
+title: Global VaTax Integration
+description: The Expensify-Global VaTax integration turns your company’s international expenses into an easy VAT refund.
 ---
-## Resource Coming Soon!
+# About
+The Expensify-Global VaTax integration turns your company’s international expenses into an easy VAT refund.
+If your company is based in the U.S. but doing business abroad, track your [expenses](https://use.expensify.com/expense-management) in Expensify and then sync to [Global VaTax](https://globalvatax.com/) to receive a VAT refund.
+## VAT
+[Value Added Tax (VAT)](https://www.investopedia.com/terms/v/valueaddedtax.asp#:~:text=Value%2Dadded%20tax%20(VAT)%20is%20a%20flat%20tax%20levied,different%20parties%20to%20a%20transaction.) is a consumption tax applied to goods and services in many countries. It is typically applied automatically upon purchase, however, international business travelers can reclaim some VAT. 
+
+VAT-recoverable expenses include hotels, entertainment, conferences, legal and marketing fees, DDP shipping and storage fees, aviation recovery, and other international expenses. 
+## VAT Refund
+The VAT refund process is complex and requires a detailed understanding of the regulations and requirements in each country. The VAT rules and rates vary from country to country and by expense type.
+
+You can seamlessly sync your Expensify expenses to Global VaTax for easy VAT analysis, calculation, and reporting. 
+
+
+# How to Connect to Global VaTax
+1. Fill out [this form](https://www.vataxcloud.com/expensify/signup) to receive a confirmation email from Global VaTax.
+2. Click the link in the confirmation email to sign into your Global VaTax account.
+3. Go to the **Method of Extraction** section.
+4. Click **Expensify**
+5. Follow the steps to obtain your partner credentials and activate the integration.
+6. Enter your credentials and extraction dates
+7. Click **Submit**
+8. VaTax Cloud will begin automatically calculating your VAT rates for each eligible expense line item, per expense type, in each country. 
+9. Within a few hours, you'll receive an email that your VAT potential analysis report is ready for review.
+
+Your VAT reclaim will be prepared by Global VaTax in the necessary languages and submitted to the appropriate tax agents in each country. 
+
+After submitting your VAT reclaim, you can track it via the submission analysis report in Global VaTax.