New side pane content for workspaces, business bank accounts, personal bank accounts, navigation, preferences

help/ref/home/index.md

@@ -3,56 +3,54 @@ layout: product
 title: Expensify Chat
 ---
 
-# Chat
+# Navigating Expensify
 
-Chat is the foundation of New Expensify. Every expense, expense report, workspace, or member has an associated "chat", which you can use to record additional details, or collaborate with others. Every chat has the following components:
+Get familiar with Expensify's intuitive navigation system designed for easy access to all your tools.
 
-## Header
+## Left-hand Navigation Bar
 
-This shows who you are chatting with (or what you are chatting about). You can press the header for more details on the chat, or additional actions to take upon it.
+The vertical **left-hand bar** is your main navigation hub:
 
-## Comments
+- **Expensify logo** - Click to return to your Inbox (homepage)
+- **Inbox** - Your personalized dashboard with action items and reminders
+- **Reports** - Access all your expense reports and filtering tools
+- **Workspaces** - Manage company and personal workspace settings
+- **Account** - Personal settings, profile, and preferences
+- **Global Create** button - Quick access to create reports, expenses, invoices, and chats
 
-The core of the chat are its comments, which come in many forms:
+## Inbox Overview
 
-- **Text** - Rich text messages stored securely and delivered via web, app, email, or SMS.
-- **Images & Documents** - Insert photos, screenshots, movies, PDFs, or more, using copy/paste, drag/drop, or the attach button.
-- **Expenses** - Share an expense in the chat, either to simply track and document it, or to submit for reimbursement.
-- **Tasks** - Record a task, and optionally assign it to someone (or yourself!).
+Your **Inbox** serves as the homepage and shows:
+- Smart reminders to submit, approve, or reconcile expenses
+- Real-time updates on recent actions and flagged reports
+- List of chats with other employees in your organization
+- Personalized action items based on your role and activity
 
-## Actions
+## Chat Features
 
-Hover (or long press) on a comment to see additional options, including:
+Every expense, report, or workspace has an associated chat for collaboration:
+- **Text messages** with rich formatting support
+- **Images & Documents** via copy/paste, drag/drop, or attach button
+- **Expenses** to track and submit for reimbursement  
+- **Tasks** to assign and manage work items
+- **Mentions** to invite anyone by email or phone number
 
-- **React** - Throw a ♥️😂🔥 like on anything!
-- **Reply in thread** - Go deeper by creating a new chat on any comment.
-- **Mark unread** - Flag it for reading later, at your convenience.
+## Reports Section
 
-## Composer
+The **Reports** tab consolidates filtering and reporting:
+- Use the **Workspace filter** inside the Filters menu to refine results
+- Apply filters and queries that update automatically
+- View all expense reports across your workspaces
 
-Use the composer at the bottom to write new messages:
+## Quick Actions
 
-- **Markdown** - Format text using **bold**, *italics*, and [more](https://help.expensify.com/articles/new-expensify/chat/Send-and-format-chat-messages).
-- **Mention** - Invite or tag anyone in the world to any chat by putting an @ in front of their email address or phone number (e.g., **@awong@marslink.web**, or **@415-867-5309**).
+Use the green **Create** button to quickly:
+- Start a new chat or conversation
+- Create an expense report
+- Add an expense or receipt
+- Create a task or invoice
+- Submit expenses for approval
 
 ---
 
-# Inbox
-
-The Inbox is a prioritized "to do" list, highlighting exactly what you need to do next. It consists of:
-
-## Priorities
-
-At the top of the Inbox are the most important tasks you should do first, which include:
-
-- Expense reports waiting on you
-- Tasks assigned to you
-- Chats that have mentioned you
-- Anything you have pinned
-
-## Chats
-
-Beneath the priorities are a list of chats (with unread chats highlighted in bold), in one of two view modes:
-
-- **Most Recent** - Lists every chat, ordered by whichever was most recently active.
-- **Focus** - Only lists chats with unread messages, sorted alphabetically.
+**Tip:** Navigation is consistent across web, mobile, and desktop versions of Expensify.

help/ref/settings/preferences/index.md

@@ -0,0 +1,47 @@
+---
+layout: product
+title: Preferences
+---
+
+# Preferences
+
+Customize your Expensify experience with these preference settings:
+
+## Theme
+Change the app's appearance to suit your preference:
+- **Dark Mode** - Easy on the eyes in low-light environments
+- **Light Mode** - Bright, clean interface for well-lit spaces  
+- **Use Device Settings** - Automatically match your device's theme
+
+**To change your theme:**
+1. Go to **Account > Preferences**
+2. Click **Theme** and choose your preferred option
+3. Your theme applies across web, mobile, and desktop versions
+
+## Language
+Expensify supports multiple languages including:
+- English, Español, Deutsch, Français, Italiano
+- 日本語, Nederlands, Polski, Português (BR)
+- 中文 (简体)
+
+**To change your language:**
+1. In the left-hand menu, select **Account > Preferences**
+2. Tap or click on **Language**
+3. Choose your preferred language from the list
+4. Your account will update automatically
+
+## Notifications
+Control how and when you receive updates:
+- **Receive relevant feature updates and Expensify news**
+- **Mute all sounds from Expensify**
+
+**To manage notifications:**
+1. Go to **Account > Preferences**
+2. Toggle notification settings on or off as needed
+
+## Payment Currency
+Set your default currency for expense tracking and reimbursements.
+
+---
+
+**Note:** Preference changes only affect your personal account view. Workspace members must update their own settings individually. 

help/ref/settings/wallet/index.md

@@ -0,0 +1,73 @@
+---
+layout: product
+title: Bank Accounts
+---
+
+# Business Bank Accounts
+
+Connect a verified business bank account to unlock payment features like reimbursements, bill pay, invoice collections, and Expensify Card issuance. Supported currencies: USD, CAD, GBP, EUR, and AUD.
+
+## Getting Started
+
+### Enable Payment Features
+
+1. Go to **Workspaces > [Workspace Name] > More Features**
+2. Click **Enable Workflows**
+3. Turn on **Make or Track Payments**
+4. Click **Connect Bank Account** to start setup
+
+## Connect Your Bank Account
+
+1. Choose to **Connect online with Plaid** (recommended) or **Connect manually**
+2. Pick your bank and sign in or enter details manually
+3. Upload a valid U.S.-issued photo ID (front and back) and take a live selfie
+4. Enter your company details:
+   - Name and physical address (no PO boxes)
+   - Tax Identification Number (TIN)
+   - Company website (required for most features)
+   - Industry classification code
+5. Submit everything for verification
+6. Validate your connection with test transactions
+
+## What You Can Do
+
+Once your account is verified, you’ll be able to:
+
+- **Reimburse employees** via ACH
+- **Pay vendors and suppliers**
+- **Issue Expensify Cards** to your team
+- **Collect invoice payments** from clients
+
+## Sharing Access
+
+1. Go to **Settings > Account > Wallet**
+2. Click **Share** next to the bank account
+3. Enter the admin’s email
+4. The new admin will need to revalidate the account (takes 1–2 business days)
+
+---
+
+**Heads up:** Your bank account must be fully verified before any payment features go live. The process usually takes 1–2 business days.
+
+---
+
+# Personal Bank Accounts
+
+Add your personal bank account to get reimbursed or paid — no paper checks, no waiting around. Expensify supports banks in over 190 countries.
+
+## Adding a Personal Bank Account
+
+1. Go to **Settings > Wallet > Bank Accounts**
+2. Click **Add Bank Account**
+3. Select your **country** from the dropdown
+4. Connect with **Plaid** (for banks located in the U.S.) or enter your details manually
+
+## What You Can Do
+
+- **Get reimbursed** for expense reports
+- **Receive invoice payments**
+- **Use multi-currency support** to get paid in your local currency
+
+---
+
+**Heads up:** Personal accounts are for receiving funds only. If you want to send payments or issue Expensify Cards, you’ll need to connect a verified business bank account.

help/ref/settings/workspaces/index.md

@@ -5,20 +5,69 @@ title: Expensify Chat
 
 # Workspaces
 
-Workspaces allow for a wide range of features, including:
+Workspaces help you manage company expenses, enforce policies, and integrate with accounting software. Each workspace has its own rules, settings, and features.
 
-- **Categorize** and **submit** expenses  
-- **Approve** and **reimburse** expenses  
-- Sync with **accounting packages**  
-- Connect to **company card feeds**  
-- Manage **Expensify Cards**  
-- **Chat** with colleagues, partners, and clients  
-- … and lots more!
+## Creating a Workspace
 
-Workspaces come in two variations:
+**To create a new workspace:**
+1. In the left-hand menu, select **Workspaces**
+2. Click **New workspace**
+3. Click **Name** to give your workspace a name
+4. Click **Default Currency** to set your preferred currency
 
-- **Collect** workspaces start at $5/member, and include all the basics for running a small business.  
-- **Control** workspaces start at $9/member, and provide advanced capabilities, more powerful accounting sync, and more sophisticated approval flows.
+**Your first workspace includes:**
+- Free 30-day trial
+- Access to Setup Specialist via #admins chat room
+- Help from Concierge in your Inbox
 
-In general you would create one Workspace for each company you manage. You can create and join as many workspaces as you like.
+## Managing Members
+
+**To invite team members:**
+1. Click **Members** in the left-hand menu
+2. Click **Invite member**
+3. Enter names, emails, or phone numbers
+4. Click **Next**, add an optional message, and click **Invite**
+
+**Member vs Admin roles:**
+- **Members** can submit their own reports and approve assigned reports
+- **Admins** can approve all workspace reports, view all reports, and edit workspace settings
+
+**To assign admin roles:**
+1. Select **Members** in the left-hand menu
+2. Click a member's name
+3. Click **Role** and select **Admin**
+
+## Key Features
+
+**Categories** - Organize and track expenses (imported automatically if connected to accounting software)
+
+**Approval Workflows** - Automate expense report reviews:
+- Toggle **Add Approvals** on under **Workflows**
+- Set a default first approver for all expenses
+- Create custom workflows for specific members
+
+**Accounting Integrations** - Connect to:
+- QuickBooks Online
+- Xero
+- NetSuite  
+- Sage Intacct
+
+**Additional Features** (enable via **More Features**):
+- Expensify Cards for company spending
+- Distance tracking for mileage
+- Tags for detailed expense coding
+- Company card connections
+
+## Workspace Settings
+
+Access all workspace configuration from the **Workspaces** tab:
+- **Overview** - Name, currency, description, and sharing options
+- **Members** - Invite, remove, and manage member roles
+- **Categories** - Add and organize expense categories
+- **Workflows** - Set up approval and payment processes
+- **More Features** - Enable additional workspace capabilities
+
+---
+
+**Tip:** Use the **Share** option on your workspace profile to get an invite link or QR code for easy member onboarding.