-
Notifications
You must be signed in to change notification settings - Fork 2.9k
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
Merge branch 'Expensify:main' into fix/37144
- Loading branch information
Showing
66 changed files
with
886 additions
and
527 deletions.
There are no files selected for viewing
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,6 @@ | ||
--- | ||
title: Coming soon | ||
description: Coming soon | ||
--- | ||
|
||
# Coming soon |
27 changes: 27 additions & 0 deletions
27
docs/articles/new-expensify/settings/Add-personal-information.md
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,27 @@ | ||
--- | ||
title: Add personal information | ||
description: Add your legal name, DOB, and/or address for travel and payments | ||
--- | ||
<div id="new-expensify" markdown="1"> | ||
|
||
You can add private details to your Expensify account that are only visible to you, such as your legal name, date of birth, and/or address. This information is useful for booking travel and for payment purposes. | ||
|
||
To add or update your private account details, | ||
|
||
{% include selector.html values="desktop, mobile" %} | ||
|
||
{% include option.html value="desktop" %} | ||
1. Click your profile image or icon in the bottom left menu. | ||
2. Click **Profile** in the left menu. | ||
3. Scroll down to the Private details section and click the Legal Name, Date of Birth, and/or Address fields to update them. | ||
{% include end-option.html %} | ||
|
||
{% include option.html value="mobile" %} | ||
1. Tap your profile image or icon at the bottom of the screen. | ||
2. Tap **Profile** in the left menu. | ||
3. Scroll down to the Private details section and tap the Legal Name, Date of Birth, and/or Address fields to update them. | ||
{% include end-option.html %} | ||
|
||
{% include end-selector.html %} | ||
|
||
</div> |
45 changes: 45 additions & 0 deletions
45
docs/articles/new-expensify/settings/Change-or-add-email-address.md
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,45 @@ | ||
--- | ||
title: Change or add email address | ||
description: Add additional email addresses for your Expensify account or update your email | ||
--- | ||
<div id="new-expensify" markdown="1"> | ||
|
||
The default email address on your Expensify account is the email that receives email updates and notifications for your account. You can add additional contact methods in order to | ||
- Change your default email to a new one. | ||
- Connect your personal email address as an additional way to log in if your default email address is one from your employer. This allows you to always have access to your Expensify account, even if your employer changes. | ||
|
||
{% include info.html %} | ||
Before you can remove a default email address, you must add a new one to your Expensify account and make it the default using the steps below. Email addresses must be added as a contact method before they can be made the default. | ||
{% include end-info.html %} | ||
|
||
To change or add an email address, | ||
|
||
{% include selector.html values="desktop, mobile" %} | ||
|
||
{% include option.html value="desktop" %} | ||
1. Click your profile image or icon in the bottom left menu. | ||
2. Click **Profile** in the left menu. | ||
3. Click **Contact method**. | ||
4. Click **New contact method**. | ||
5. Enter the email address or phone number you want to use as a new default or contact method. | ||
6. Click **Add**. | ||
7. You’ll receive an email with a code to verify your email address. Enter the code into the field in Expensify and click **Verify**. | ||
|
||
You can click any email address in your list to set it as the default, remove it, or verify it. | ||
{% include end-option.html %} | ||
|
||
{% include option.html value="mobile" %} | ||
1. Tap your profile image or icon at the bottom of the screen. | ||
2. Tap **Profile** in the left menu. | ||
3. Tap **Contact method**. | ||
4. Tap **New contact method**. | ||
5. Enter the email address or phone number you want to use as a new default or secondary email. | ||
6. Tap **Add**. | ||
7. You’ll receive an email with a code to verify your email address. Enter the code into the field in Expensify and tap **Verify**. | ||
|
||
You can tap any email address in your list to set it as the default, remove it, or verify it. | ||
{% include end-option.html %} | ||
|
||
{% include end-selector.html %} | ||
|
||
</div> |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,23 @@ | ||
--- | ||
title: Set timezone | ||
description: Set your timezone | ||
--- | ||
<div id="new-expensify" markdown="1"> | ||
|
||
{% include selector.html values="desktop, mobile" %} | ||
|
||
{% include option.html value="desktop" %} | ||
1. Click your profile image or icon in the bottom left menu. | ||
2. Click **Profile** in the left menu. | ||
3. Click **Timezone** to select your timezone. | ||
{% include end-option.html %} | ||
|
||
{% include option.html value="mobile" %} | ||
1. Tap your profile image or icon at the bottom of the screen. | ||
2. Tap **Profile** in the left menu | ||
3. Tap **Timezone** to select your timezone. | ||
{% include end-option.html %} | ||
|
||
{% include end-selector.html %} | ||
|
||
</div> |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,33 @@ | ||
--- | ||
title: Update your name | ||
description: Update your display or legal name | ||
--- | ||
<div id="new-expensify" markdown="1"> | ||
|
||
Your Expensify account includes two names: | ||
- Your display name that everyone can see (which can include a nickname) | ||
- Your legal name that only you can see (for booking travel and for payment purposes) | ||
|
||
To update your display or legal name, | ||
|
||
{% include selector.html values="desktop, mobile" %} | ||
|
||
{% include option.html value="desktop" %} | ||
1. Click your profile image or icon in the bottom left menu. | ||
2. Click **Profile** in the left menu. | ||
3. Edit your name. | ||
- **Display name**: Click **Display Name** and enter your first name (or nickname) and last name into the fields and click **Save**. This name will be visible to anyone in your company workspace. | ||
- **Legal name**: Scroll down to the Private Details section and click **Legal name**. Then enter your legal first and last name and click **Save**. | ||
{% include end-option.html %} | ||
|
||
{% include option.html value="mobile" %} | ||
1. Tap your profile image or icon at the bottom of the screen. | ||
2. Tap Profile in the left menu. | ||
3. Edit your name. | ||
- **Display name**: Tap **Display Name** and enter your first name (or nickname) and last name into the fields and tap **Save**. This name will be visible to anyone in your company workspace. | ||
- **Legal name**: Scroll down to the Private Details section and tap **Legal name**. Then enter your legal first and last name and tap **Save**. | ||
{% include end-option.html %} | ||
|
||
{% include end-selector.html %} | ||
|
||
</div> |
34 changes: 34 additions & 0 deletions
34
docs/articles/new-expensify/settings/Update-your-profile-status.md
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,34 @@ | ||
--- | ||
title: Update your profile status | ||
description: Share your status with your team | ||
--- | ||
<div id="new-expensify" markdown="1"> | ||
|
||
You can update your status in Expensify to let your coworkers know if you are out of the office, in a meeting, or even list your work hours or a different message. This message will appear when someone clicks on your profile or in a chat conversation. | ||
|
||
{% include selector.html values="desktop, mobile" %} | ||
|
||
{% include option.html value="desktop" %} | ||
1. Click your profile image or icon in the bottom left menu. | ||
2. Click **Profile** in the left menu. | ||
3. Click **Status**. | ||
4. (Optional) Click the emoji icon to add an emoji. | ||
5. Click the message field and enter a status. For example, out of office, in a meeting, at lunch, etc. | ||
6. Click **Clear After** to select an expiration for the status. For example, if you select 30 minutes, the status will be automatically cleared after 30 minutes. | ||
7. Click **Save**. | ||
{% include end-option.html %} | ||
|
||
{% include option.html value="mobile" %} | ||
1. Tap your profile image or icon at the bottom of the screen. | ||
2. Tap **Profile** in the left menu. | ||
3. Tap **Status**. | ||
4. (Optional) Tap the emoji icon to add an emoji. | ||
5. Tap the message field and enter a status. For example, out of office, in a meeting, at lunch, Office Hours: M-F 8-5 PT, etc. | ||
6. Tap **Clear After** to select an expiration for the status. For example, if you select 30 minutes, the status will be automatically cleared after 30 minutes. | ||
7. Tap **Save**. | ||
{% include end-option.html %} | ||
|
||
{% include end-selector.html %} | ||
|
||
</div> | ||
|
23 changes: 23 additions & 0 deletions
23
docs/articles/new-expensify/settings/Update-your-pronouns.md
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,23 @@ | ||
--- | ||
title: Update your pronouns | ||
description: Display your pronouns on your account | ||
--- | ||
<div id="new-expensify" markdown="1"> | ||
|
||
{% include selector.html values="desktop, mobile" %} | ||
|
||
{% include option.html value="desktop" %} | ||
1. Click your profile image or icon in the bottom left menu. | ||
2. Click **Profile** in the left menu. | ||
3. Click **Pronouns** to select your pronouns. Type any letter into the field to see a list of available options. | ||
{% include end-option.html %} | ||
|
||
{% include option.html value="mobile" %} | ||
1. Tap your profile image or icon at the bottom of the screen. | ||
2. Tap **Profile** in the left menu. | ||
3. Tap **Pronouns** to select your pronouns. Type any letter into the field to see a list of available options. | ||
{% include end-option.html %} | ||
|
||
{% include end-selector.html %} | ||
|
||
</div> |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,6 @@ | ||
--- | ||
layout: default | ||
title: Connections | ||
--- | ||
|
||
{% include hub.html %} |
Oops, something went wrong.