From ef8c1234c00f1713892622d77336992b88324722 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 18 Mar 2026 16:24:12 -1000 Subject: [PATCH 1/6] Update Connect-Personal-Bank-Account.md --- .../bank-accounts/Connect-Personal-Bank-Account.md | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-Bank-Account.md b/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-Bank-Account.md index 796a1d267945..57f299389636 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-Bank-Account.md +++ b/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-Bank-Account.md @@ -41,6 +41,10 @@ Check the following possible issues: - The bank account information is incorrect. If you believe you may have entered the wrong account, contact **Concierge (Expensify’s support team)** and provide the **Report ID** for the missing reimbursement. - Your bank account isn’t set up for **Direct Deposit/ACH** — please contact your bank to confirm. +## Why is my Chase bank account number different after connecting? + +When you connect a Chase bank account, Chase replaces your real account and routing numbers with tokenized substitutes. This is a standard security measure by Chase and does not affect how your account works in Expensify. The tokenized numbers are fully functional for receiving reimbursements and payments. + ## What happens if my bank requires an additional security check before adding it to a third party? If your bank account has **two-factor authentication (2FA)** or another security step enabled, you should be prompted to complete this authentication step when connecting the account to Expensify. From db37800cba58a6f24f29e923c569b6bb35b525cd Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 18 Mar 2026 16:35:21 -1000 Subject: [PATCH 2/6] Update Create-an-Expense.md --- .../new-expensify/reports-and-expenses/Create-an-Expense.md | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md b/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md index 9b3739de4ae5..ccde42cfc47c 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md +++ b/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md @@ -44,6 +44,7 @@ You can create an expense by scanning a receipt, entering details manually, or t - Forward your digital receipts to [receipts@expensify.com](mailto:receipts@expensify.com). - Text a receipt photo to 47777 (US numbers only). Make sure you [add your phone number as a contact method to Expensify](https://new.expensify.com/settings/profile/contact-methods). +- Drag receipts to the **Home** page (web only)/. **Note:** Having trouble forwarding receipts? See [Why can't I forward receipts to receipts@expensify.com?](#why-cant-i-forward-receipts-to-receiptsexpensifycom) in the FAQ below. @@ -114,11 +115,14 @@ The total amount will be calculated automatically using the hourly rate set for ## How to bulk upload multiple receipts (web only) +You can upload receipts using any of the following methods: + 1. On the web, go to the **Reports** page. 2. Drag up to 30 PDF or image files (under 10MB each) into Expensify. 3. Follow the prompts to assign workspaces, recipients, and coding. 4. Once the expenses are ready, click **Create expenses**. + --- ## What happens after submitting an expense to a workspace From ce7c9d1f10153caf0f171db06c3e6b779371deb9 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 18 Mar 2026 16:42:12 -1000 Subject: [PATCH 3/6] Update Create-an-Expense.md --- .../reports-and-expenses/Create-an-Expense.md | 7 +++---- 1 file changed, 3 insertions(+), 4 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md b/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md index ccde42cfc47c..89b0d4bb174d 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md +++ b/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md @@ -28,13 +28,13 @@ You can create an expense by scanning a receipt, entering details manually, or t ## How to use SmartScan to create an expense **On mobile:** -1. Tap the green **camera** icon and snap a photo of a receipt or upload one from your device's gallery. +1. Tap the **camera** icon and snap a photo of a receipt or upload one from your device's gallery. 2. Enter the workspace or recipient’s email/phone number. 3. Add details like description, category, tags, and tax. 4. Tap **Create expense**. **On web:** -1. Click the green **scan** button. +1. In the navigation tabs on the left, click the green **Scan** icon. 2. Drag and drop the receipt file to the page or click **Choose files** to upload. 3. Enter the workspace or recipient’s email/phone number. 4. Add details like description, category, tags, and tax. @@ -44,7 +44,6 @@ You can create an expense by scanning a receipt, entering details manually, or t - Forward your digital receipts to [receipts@expensify.com](mailto:receipts@expensify.com). - Text a receipt photo to 47777 (US numbers only). Make sure you [add your phone number as a contact method to Expensify](https://new.expensify.com/settings/profile/contact-methods). -- Drag receipts to the **Home** page (web only)/. **Note:** Having trouble forwarding receipts? See [Why can't I forward receipts to receipts@expensify.com?](#why-cant-i-forward-receipts-to-receiptsexpensifycom) in the FAQ below. @@ -117,7 +116,7 @@ The total amount will be calculated automatically using the hourly rate set for You can upload receipts using any of the following methods: -1. On the web, go to the **Reports** page. +1. On the web, go to the **Reports** page or the **Home** page. 2. Drag up to 30 PDF or image files (under 10MB each) into Expensify. 3. Follow the prompts to assign workspaces, recipients, and coding. 4. Once the expenses are ready, click **Create expenses**. From f52ea486fccf69c6a6c10b9e377542fca155f844 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 18 Mar 2026 16:56:51 -1000 Subject: [PATCH 4/6] Update Create-and-Submit-Reports.md --- .../reports-and-expenses/Create-and-Submit-Reports.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md b/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md index a99ba074a6c9..ae4dca70e5f5 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md +++ b/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md @@ -11,7 +11,7 @@ This article explains how to create, add expenses to, submit, and retract expens Follow these steps to build an expense report manually. -1. Select the **+ Create** button. +1. In the navigation tabs (on the left on Web, on the bottom on Mobile), select **+ Create**. 2. Select **Create report** to open a draft report on your default workspace. - Reports are opened on your default workspace. To switch workspaces select **More > Change workspace**. 3. Select **Add expense** to add the first expense. You can create a new expense or add an existing unreported expense. From dbf0bc9e3ba6d50a632c93ac7f50e396cb2a1678 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 18 Mar 2026 18:08:01 -1000 Subject: [PATCH 5/6] Update Create-an-Expense.md --- .../new-expensify/reports-and-expenses/Create-an-Expense.md | 2 -- 1 file changed, 2 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md b/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md index 89b0d4bb174d..97b1dce71401 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md +++ b/docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md @@ -114,8 +114,6 @@ The total amount will be calculated automatically using the hourly rate set for ## How to bulk upload multiple receipts (web only) -You can upload receipts using any of the following methods: - 1. On the web, go to the **Reports** page or the **Home** page. 2. Drag up to 30 PDF or image files (under 10MB each) into Expensify. 3. Follow the prompts to assign workspaces, recipients, and coding. From 45424aa70404873a93a3e70c30d4882503a1e718 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 18 Mar 2026 18:08:46 -1000 Subject: [PATCH 6/6] Update Connect-Personal-Bank-Account.md --- .../bank-accounts/Connect-Personal-Bank-Account.md | 4 ---- 1 file changed, 4 deletions(-) diff --git a/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-Bank-Account.md b/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-Bank-Account.md index 57f299389636..796a1d267945 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-Bank-Account.md +++ b/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-Bank-Account.md @@ -41,10 +41,6 @@ Check the following possible issues: - The bank account information is incorrect. If you believe you may have entered the wrong account, contact **Concierge (Expensify’s support team)** and provide the **Report ID** for the missing reimbursement. - Your bank account isn’t set up for **Direct Deposit/ACH** — please contact your bank to confirm. -## Why is my Chase bank account number different after connecting? - -When you connect a Chase bank account, Chase replaces your real account and routing numbers with tokenized substitutes. This is a standard security measure by Chase and does not affect how your account works in Expensify. The tokenized numbers are fully functional for receiving reimbursements and payments. - ## What happens if my bank requires an additional security check before adding it to a third party? If your bank account has **two-factor authentication (2FA)** or another security step enabled, you should be prompted to complete this authentication step when connecting the account to Expensify.