From aa7432fba769d272839a66afa4bff5e32401cfc7 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 23 Sep 2024 12:51:02 -0400 Subject: [PATCH 1/4] Update Connect-a-Personal-Bank-Account.md https://github.com/Expensify/Expensify/issues/423405 --- .../expenses-&-payments/Connect-a-Personal-Bank-Account.md | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md b/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md index b8e66c937a0a..8e5c32a0cc72 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md +++ b/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md @@ -14,9 +14,13 @@ Connecting a personal bank account to Expensify allows you to get reimbursed for Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information. {% include end-info.html %} +({{site.url}}/assets/images/addbankaccount_01.png){:width="100%"} + 5. Follow the prompts to add the bank account details with Plaid. 6. Once those details are added, you'll be prompted to return to Expensify to complete linking the bank account. 7. Choose which account you want to connect to Expensify. 8. Click **Save & continue**. +({{site.url}}/assets/images/addbankaccount_03.png){:width="100%"} + Once connected, all payments and reimbursements will be deposited directly into that bank account. From 61da809fe5db9e6dc7439d8765423a95186a5226 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 23 Sep 2024 12:59:02 -0400 Subject: [PATCH 2/4] Update Connect-a-Personal-Bank-Account.md --- .../expenses-&-payments/Connect-a-Personal-Bank-Account.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md b/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md index 8e5c32a0cc72..5e3000d3784b 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md +++ b/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md @@ -14,6 +14,7 @@ Connecting a personal bank account to Expensify allows you to get reimbursed for Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information. {% include end-info.html %} +![Click Add Bank Account and then click Continue.] ({{site.url}}/assets/images/addbankaccount_01.png){:width="100%"} 5. Follow the prompts to add the bank account details with Plaid. @@ -21,6 +22,7 @@ Plaid is an encrypted third-party financial data platform that Expensify uses to 7. Choose which account you want to connect to Expensify. 8. Click **Save & continue**. +![Choose which account you want to connect to Expensify and then click Save & continue.] ({{site.url}}/assets/images/addbankaccount_03.png){:width="100%"} Once connected, all payments and reimbursements will be deposited directly into that bank account. From 72db439ecebb1f074f7aaa518dca824661413829 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 23 Sep 2024 13:28:22 -0400 Subject: [PATCH 3/4] Update Connect-a-Personal-Bank-Account.md --- .../expenses-&-payments/Connect-a-Personal-Bank-Account.md | 6 ++---- 1 file changed, 2 insertions(+), 4 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md b/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md index 5e3000d3784b..40a22c660a84 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md +++ b/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md @@ -14,15 +14,13 @@ Connecting a personal bank account to Expensify allows you to get reimbursed for Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information. {% include end-info.html %} -![Click Add Bank Account and then click Continue.] -({{site.url}}/assets/images/addbankaccount_01.png){:width="100%"} + ![Wallet Settings, showing where to connect a bank account](https://help.expensify.com/assets/images/addbankaccount_01.png){:width="100%"} 5. Follow the prompts to add the bank account details with Plaid. 6. Once those details are added, you'll be prompted to return to Expensify to complete linking the bank account. 7. Choose which account you want to connect to Expensify. 8. Click **Save & continue**. -![Choose which account you want to connect to Expensify and then click Save & continue.] -({{site.url}}/assets/images/addbankaccount_03.png){:width="100%"} + ![Wallet Settings, showing bank account connected](https://help.expensify.com/assets/images/addbankaccount_03.png){:width="100%"} Once connected, all payments and reimbursements will be deposited directly into that bank account. From 236bdf5cdd0b7b6d23f867e4775301dd7af89817 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 23 Sep 2024 13:34:01 -0400 Subject: [PATCH 4/4] Update Connect-a-Personal-Bank-Account.md --- .../expenses-&-payments/Connect-a-Personal-Bank-Account.md | 7 ++++--- 1 file changed, 4 insertions(+), 3 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md b/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md index 40a22c660a84..2d33552f3e3a 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md +++ b/docs/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account.md @@ -8,14 +8,15 @@ Connecting a personal bank account to Expensify allows you to get reimbursed for 1. Click your profile image or icon in the bottom left menu. 2. Click **Wallet**. 3. Click **Add Bank Account**. -4. Click **Continue** (this will open a new window and redirect you to Plaid). + + ![Wallet Settings, showing where to connect a bank account](https://help.expensify.com/assets/images/addbankaccount_01.png){:width="100%"} + +5. Click **Continue** (this will open a new window and redirect you to Plaid). {% include info.html %} Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information. {% include end-info.html %} - ![Wallet Settings, showing where to connect a bank account](https://help.expensify.com/assets/images/addbankaccount_01.png){:width="100%"} - 5. Follow the prompts to add the bank account details with Plaid. 6. Once those details are added, you'll be prompted to return to Expensify to complete linking the bank account. 7. Choose which account you want to connect to Expensify.