diff --git a/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md b/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md index 5ccfe82e069b..95803e1f2bda 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md @@ -28,15 +28,19 @@ If you haven’t set up a feed yet, learn how to set one up: 3. Select the card connection name. 4. Click **Assign card** on the card you want to assign. 5. Enter the assignee's name, email address, or phone number. -6. Review the details and click **Assign card** to finalize the assignment. +7. If needed, update the **Transaction start date** to choose the date from which Expensify starts importing transactions for the card. +8. Click **Assign card** to finalize the assignment. --- ## What happens after you assign company cards - Posted transactions from the assigned card import automatically into the member's account as expenses. + - Expensify imports transactions from the Transaction start date onward. - The imported company card expenses are added to reports and submitted according to Workspace rules. +--- + # FAQ ## Can I assign a company card to someone who is not a member of the Workspace? @@ -50,3 +54,7 @@ Yes. A member can have multiple company cards assigned. Each card’s transactio ## Can members unassign their own company cards? No. Only Workspace Admins and their Copilots can assign or reassign company cards. + +## Can I change the transaction start date on an assigned card? + +Yes. You can update the Transaction start date at any time from the assigned card's details. The Transaction start date determines the date from which Expensify imports transactions for the card. diff --git a/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md b/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md index 819b9d95edf9..dd39d268f9c1 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md +++ b/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md @@ -104,9 +104,9 @@ Filters help you narrow down expenses or reports so you can find exactly what yo You can filter your **expenses** and **reports** using dropdowns, search bars, and chips. -- **Expenses:** can be filtered by `Date`, `Merchant`, `Category`, `Tag`, `Amount`, `Reimbursable`, `Billable`, `Status` (e.g. Unreported, Deleted) +- **Expenses:** can be filtered by `Date`, `Merchant`, `Category`, `Tag`, `Amount`, `Reimbursable`, `Billable`, `Status` (e.g. Unreported, Deleted), and `Exported to`. -- **Reports**: can be filtered by `Submitter`, `Workspace`, `Report Status` (e.g. Draft, Outstanding, Approved, Paid), `Date` +- **Reports**: can be filtered by `Submitter`, `Workspace`, `Report Status` (e.g. Draft, Outstanding, Approved, Paid), `Date`, and `Exported to`. To view other available filters, click into the **search box** on the **Spend** page while viewing **Reports** or **Expenses** under **Explore**. diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md index e17e44e77517..268ff7f1dbf8 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md @@ -38,15 +38,13 @@ You'll receive the exported CSV file in a message from Concierge. ## What export templates can I choose from? -Expensify offers pre-built export templates, or you can build your own custom export template. All available templates will appear in the menu when you export an expense. +Expensify offers pre-built export templates, or you can build your own custom export template. - **Basic export** - Essential fields including date, amount, merchant, category, and receipt URL. - **All Data - expense level** - One row per expense with all available data fields. - - **custom templates** - Any custom template created by you or your Workspace Admin, if available. - - **Custom templates** - Any custom template created by you or your Workspace Admin, if available. -**Note** Currently, it's not possible to build custom export templates on New Expensify, they can only be created on Expensify Classic. However, once built they will be available on New Expensify when exporting expenses. [Learn how to build a custom export template in Expensify Classic](/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#create-a-custom-export-template). +**Note:** Currently, it's not possible to build custom export templates on New Expensify, they can only be created on Expensify Classic. However, once built they will be available on New Expensify when exporting expenses. [Learn how to build a custom export template in Expensify Classic](/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#create-a-custom-export-template). ## Where do I find the exported file? @@ -58,8 +56,6 @@ If your Workspace Admin has created custom export templates, you can select one ## Why don't I see certain export templates? -Report-level templates (such as All Data - Report Level Export) only appear when exporting from **Spend > Reports** page with full reports selected. When exporting individual expenses from the Expenses page, only expense-level templates are available. - If all selected expenses are deleted, only the **Basic export** template is available. Other export templates require a report, and deleted expenses are not associated with any report. ## The data looks wrong in Excel. How can I fix it? diff --git a/docs/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze.md b/docs/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze.md index b6aafb12ab1c..4f221397ad91 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze.md +++ b/docs/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze.md @@ -76,6 +76,7 @@ You can use the following operators to filter reports: - `report-id:` – unique report reference - `status:` – draft, outstanding, approved, paid, done - `submitted:` / `approved:` / `paid:` / `exported:` – supports absolute or relative dates, and comparisons for date ranges (e.g., `submitted>=2024-01-01 submitted<=2024-01-31`) +- `exported-to:` – filter by where reports or expenses were exported, such as a connected accounting integration. - `title:` – report title - `total:` – total amount with relative comparisons - `withdrawn:` – ACH withdrawal date @@ -83,7 +84,7 @@ You can use the following operators to filter reports: - `action:` – blocking report action, e.g. `action:approve` **Example query:** -`status:paid exported<=2026-01-01` +`status:paid exported<=2026-01-01 exported-to:xero` ---