From 7fa26847f682ff89b96609c0791ae435d36012e1 Mon Sep 17 00:00:00 2001 From: "Stephanie Elliott (via MelvinBot)" Date: Fri, 29 May 2026 23:28:29 +0000 Subject: [PATCH 1/7] =?UTF-8?q?Docs:=20Close=20help-site=20content=20gaps?= =?UTF-8?q?=20for=20New=20Expensify=E2=80=93only=20features?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Co-authored-by: Stephanie Elliott --- .../Assign-Company-Cards.md | 21 +++++++++++++++++++ .../Getting-Started-with-the-Spend-Page.md | 4 ++-- .../How-to-Export-Expenses.md | 10 ++++----- ...-Search-Operators-to-Filter-and-Analyze.md | 3 ++- 4 files changed, 30 insertions(+), 8 deletions(-) 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..bf44f6532592 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 @@ -37,6 +37,23 @@ If you haven’t set up a feed yet, learn how to set one up: - Posted transactions from the assigned card import automatically into the member's account as expenses. - The imported company card expenses are added to reports and submitted according to Workspace rules. +--- + +## How to change the transaction start date on an assigned card + +The transaction start date controls how far back Expensify imports transactions for an assigned card. In New Expensify, Workspace Admins can change this date at any time after a card is assigned — without unassigning and reassigning the card. + +1. Click the navigation tabs (on the left on web, on the bottom on mobile) and select **Workspaces > [Workspace Name]**. +2. Select **Company cards**. +3. Select the assigned card you want to update. +4. Update the **Transaction start date**. + +Already imported expenses on earlier or later dates are not affected by the change. Moving the start date earlier will import any additional transactions available from the feed back to the new date; moving it later will not delete expenses that are already imported. + +**Note:** This differs from Expensify Classic, where the transaction start date is locked when the card is assigned and can only be changed by deleting and reassigning the card. + +--- + # FAQ ## Can I assign a company card to someone who is not a member of the Workspace? @@ -50,3 +67,7 @@ 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. + +## Do I need to unassign a card to change its transaction start date? + +No. In New Expensify, you can amend the transaction start date on an assigned card at any time from the card details page. Already imported expenses are not affected. 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..137c25f645cb 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` (filter by where the expense was exported, such as an accounting integration or a specific export template). -- **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` (see which reports were exported to a connected accounting integration or a specific export template — useful for confirming what's already been exported and what still needs to be). 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..0e432a6338c3 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 +38,15 @@ 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. In New Expensify, **any available export template can be used at the expense level** — there is no restriction limiting certain template types to reports only. - **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:** This differs from Expensify Classic, where some template types are only available when exporting from a report. In New Expensify, every available template — including templates custom-built by Expensify — appears in the menu when you export an expense, which is useful for flat-file imports into another system such as your accounting software. + +**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? @@ -58,7 +58,7 @@ 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. +Report-level templates (such as All Data - Report Level Export) only appear when exporting from the **Spend > Reports** page with full reports selected, because those templates produce a row per report. All other template types — including custom export templates built in Expensify Classic — are available from both the **Reports** and **Expenses** views. 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. 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..c47b67937895 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 (e.g. `xero`, `quickbooks-online`, `netsuite`, `sage-intacct`, `quickbooks-desktop`) or an export template name. Combine values with commas to match any of them. - `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` --- From 84730da27fcb714059bec9b25a70028ca5491fc4 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 29 May 2026 18:08:52 -1000 Subject: [PATCH 2/7] Update Assign-Company-Cards.md --- .../connect-credit-cards/Assign-Company-Cards.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) 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 bf44f6532592..fffdfe170f95 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 @@ -28,13 +28,15 @@ 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. Cick **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. --- @@ -50,8 +52,6 @@ The transaction start date controls how far back Expensify imports transactions Already imported expenses on earlier or later dates are not affected by the change. Moving the start date earlier will import any additional transactions available from the feed back to the new date; moving it later will not delete expenses that are already imported. -**Note:** This differs from Expensify Classic, where the transaction start date is locked when the card is assigned and can only be changed by deleting and reassigning the card. - --- # FAQ @@ -70,4 +70,4 @@ No. Only Workspace Admins and their Copilots can assign or reassign company card ## Do I need to unassign a card to change its transaction start date? -No. In New Expensify, you can amend the transaction start date on an assigned card at any time from the card details page. Already imported expenses are not affected. +No. 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. From 03d33de2f1dbec42d8d1b2c62a5b15773fad1063 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 29 May 2026 18:10:06 -1000 Subject: [PATCH 3/7] Update Getting-Started-with-the-Spend-Page.md --- .../Getting-Started-with-the-Spend-Page.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) 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 137c25f645cb..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), and `Exported to` (filter by where the expense was exported, such as an accounting integration or a specific export template). +- **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`, and `Exported to` (see which reports were exported to a connected accounting integration or a specific export template — useful for confirming what's already been exported and what still needs to be). +- **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**. From ecb52b8ab2f3dbb8b47a98e246c070b1e78df3aa Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 29 May 2026 18:11:19 -1000 Subject: [PATCH 4/7] Update Use-Search-Operators-to-Filter-and-Analyze.md --- .../Use-Search-Operators-to-Filter-and-Analyze.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 c47b67937895..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 @@ -76,7 +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 (e.g. `xero`, `quickbooks-online`, `netsuite`, `sage-intacct`, `quickbooks-desktop`) or an export template name. Combine values with commas to match any of them. +- `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 From f257d0603c484de1eae8cc52f2401327448f04b8 Mon Sep 17 00:00:00 2001 From: "Stephanie Elliott (via MelvinBot)" Date: Sat, 30 May 2026 04:13:15 +0000 Subject: [PATCH 5/7] Fix: typo Cick -> Click in Assign-Company-Cards.md Co-authored-by: Stephanie Elliott --- .../new-expensify/connect-credit-cards/Assign-Company-Cards.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 fffdfe170f95..c238a2d44a05 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 @@ -29,7 +29,7 @@ If you haven’t set up a feed yet, learn how to set one up: 4. Click **Assign card** on the card you want to assign. 5. Enter the assignee's name, email address, or phone number. 7. If needed, update the **Transaction start date** to choose the date from which Expensify starts importing transactions for the card. -8. Cick **Assign card** to finalize the assignment. +8. Click **Assign card** to finalize the assignment. --- From eb9c5a980a88c252184b2b139a6fe490d065c684 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 29 May 2026 18:14:04 -1000 Subject: [PATCH 6/7] Update export templates information in documentation Removed details about template restrictions in New Expensify and clarified custom template availability. --- .../reports-and-expenses/How-to-Export-Expenses.md | 6 +----- 1 file changed, 1 insertion(+), 5 deletions(-) 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 0e432a6338c3..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 @@ -38,14 +38,12 @@ 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. In New Expensify, **any available export template can be used at the expense level** — there is no restriction limiting certain template types to reports only. +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. -**Note:** This differs from Expensify Classic, where some template types are only available when exporting from a report. In New Expensify, every available template — including templates custom-built by Expensify — appears in the menu when you export an expense, which is useful for flat-file imports into another system such as your accounting software. - **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 the **Spend > Reports** page with full reports selected, because those templates produce a row per report. All other template types — including custom export templates built in Expensify Classic — are available from both the **Reports** and **Expenses** views. - 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? From ed8137590e8f66870f2a049263c3372bc4633fdc Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 29 May 2026 18:15:47 -1000 Subject: [PATCH 7/7] Update Assign-Company-Cards.md --- .../Assign-Company-Cards.md | 17 ++--------------- 1 file changed, 2 insertions(+), 15 deletions(-) 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 c238a2d44a05..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 @@ -41,19 +41,6 @@ If you haven’t set up a feed yet, learn how to set one up: --- -## How to change the transaction start date on an assigned card - -The transaction start date controls how far back Expensify imports transactions for an assigned card. In New Expensify, Workspace Admins can change this date at any time after a card is assigned — without unassigning and reassigning the card. - -1. Click the navigation tabs (on the left on web, on the bottom on mobile) and select **Workspaces > [Workspace Name]**. -2. Select **Company cards**. -3. Select the assigned card you want to update. -4. Update the **Transaction start date**. - -Already imported expenses on earlier or later dates are not affected by the change. Moving the start date earlier will import any additional transactions available from the feed back to the new date; moving it later will not delete expenses that are already imported. - ---- - # FAQ ## Can I assign a company card to someone who is not a member of the Workspace? @@ -68,6 +55,6 @@ Yes. A member can have multiple company cards assigned. Each card’s transactio No. Only Workspace Admins and their Copilots can assign or reassign company cards. -## Do I need to unassign a card to change its transaction start date? +## Can I change the transaction start date on an assigned card? -No. 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. +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.