-
Notifications
You must be signed in to change notification settings - Fork 3k
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
Create Track-Expenses-on-Personal-Workspace.md
New Expensify Artcile: Track Expenses on Personal Workspace
- Loading branch information
1 parent
c257d31
commit 641cbeb
Showing
1 changed file
with
152 additions
and
0 deletions.
There are no files selected for viewing
152 changes: 152 additions & 0 deletions
152
.../articles/new-expensify/getting-started/Track-Expenses-on-Personal-Workspace.md
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,152 @@ | ||
| --- | ||
| title: Track Expenses on a Personal Workspace | ||
| description: Get started with Expensify and start tracking personal expenses | ||
| --- | ||
| <div id="expensify-classic" markdown="1"> | ||
|
|
||
| # Overview | ||
|
|
||
| Welcome to Expensify! If you are a freelancer, sole proprietor or simply tracking your personal expenses, follow the steps below to get started and enjoy a free 7-day trial. The trial will begin when workspace activity begins. | ||
|
|
||
| {% include info.html %} | ||
| After you create your new workspace, you can schedule a free private onboarding session with one of our Setup Specialists. After you complete the steps below, check your email and notifications in Expensify for your unique signup link. | ||
| {% include end-info.html %} | ||
|
|
||
|
|
||
| # 1. Meet Concierge | ||
|
|
||
| Concierge is your personal assistant who walks you through setting up your account and also provides: | ||
| - Reminders to do things like submit your expenses | ||
| - Alerts when more information is needed on an expense report | ||
| - Updates on new and improved account features | ||
|
|
||
| You can get support any time by locating your chat with Concierge in your chat inbox. You can ask questions and receive direct support in this thread. | ||
|
|
||
| # 2. Create a workspace | ||
|
|
||
| Each workspace has its own set of rules, settings, and integrations. Even if you are only tracking expenses yourself, you will need to set up a workspace. | ||
|
|
||
| <ol type="a"> | ||
| <li>Click your profile photo or icon in the bottom left menu.</li> | ||
| <li>Scroll down and click <b>Workspaces</b> in the left menu.</li> | ||
| <li>Click <b>New workspace</b>.</li> | ||
| <li>Click the Edit pencil icon next to your workspace image or icon and select <b>Upload Image</b> to choose an image from your saved files.</li> | ||
| <li>Click <b>Name</b> to enter a new name for the workspace.</li> | ||
| <li>Click <b>Default Currency</b> to set the currency for all expenses submitted under the workspace. Expensify automatically converts all other currencies to your default currency.</li> | ||
| </ol> | ||
|
|
||
| {:width="100%"} | ||
|
|
||
| {:width="100%"} | ||
|
|
||
| {:width="100%"} | ||
|
|
||
|
|
||
| # 3. Add an expense | ||
|
|
||
| You can create an expense automatically by SmartScanning a receipt, or you can enter it manually. | ||
|
|
||
| ## SmartScan a receipt | ||
|
|
||
| You can upload pictures of your receipts to Expensify, and SmartScan will automatically capture the receipt details, including the merchant, date, total, and currency. | ||
|
|
||
| {% include selector.html values="desktop, mobile" %} | ||
|
|
||
| {% include option.html value="desktop" %} | ||
| <ol type="a"> | ||
| <li>Click the <b>Green +</b> icon.</li> | ||
| <li>Click <b>Create Expense </b> button | ||
| <li>Upload a saved image of a receipt.</li> | ||
| </ol> | ||
| {% include end-option.html %} | ||
|
|
||
| {% include option.html value="mobile" %} | ||
| <ol type="a"> | ||
| <li>Open the mobile app and tap the camera icon in the bottom right corner.</li> | ||
| <li>Upload or take a photo of your receipt.</li> | ||
| <ul> | ||
| <li>Upload a photo: Click the photo icon in the left corner and select the image from your device.</li> | ||
| <li>Take a photo: Click the camera icon in the right corner to select the mode, make sure all of the transaction details are clearly visible, and then take the photo.</li> | ||
| <ul> | ||
| <li>Normal Mode: Upload one receipt.</li> | ||
| <li>Rapid Fire Mode: Upload multiple receipts at once.</li> | ||
| </ul> | ||
| </ul> | ||
| </ol> | ||
| {% include end-option.html %} | ||
|
|
||
| {% include end-selector.html %} | ||
|
|
||
| You can open any receipt and select **Fill out details myself** to add or edit the merchant, date, total, description, category, or add attendees who took part in the expense. You can also split the expense if multiple expenses are included on one receipt. | ||
|
|
||
| {% include info.html %} | ||
| You can also email receipts to SmartScan by sending them to receipts@expensify.com from an email address tied to your Expensify account (either a primary or secondary email). SmartScan will automatically pull all of the details from the receipt, fill them in for you, and add the receipt to the Expenses tab on your account. | ||
| {% include end-info.html %} | ||
|
|
||
| # 4. Connect your cards and accounts | ||
|
|
||
| You can connect your bank account(s) and corporate credit card(s) to import and track your transactions in Expensify. This will: | ||
| - Automatically sync your bank/card transactions with your Expensify account | ||
| - Merge any expenses added with SmartScan with the tracked bank expense | ||
| - Generate IRS-compliant eReceipts (if enabled for the workspace) | ||
|
|
||
| To add your bank account: | ||
|
|
||
| <li>Click <b>Settings</b>.</li> | ||
| <li>Click <b>Workspaces</b> and select your workspace | ||
| <li>Enable <b> Make or track payments</b>.</li> | ||
| <li>Click <b>Connect bank account</b> | ||
|
|
||
| Note: You can only add corporate cards on a Control plan. To add your corporate card: | ||
|
|
||
| <li>Click <b>Settings</b>.</li> | ||
| <li>Click <b>Workspaces</b> and select your workspace | ||
| <li>Click <b> More Features </b>.</li> | ||
| <li>Enable <b> Corporate Cards </b>.</li> [Corporate Cards will now be viewable on the left-hand menu] | ||
| <li>Click <b>Corporate Cards</b> | ||
| <li>Click <b>Add Cards</b> and follow the prompts | ||
|
|
||
| # 5. Add categories | ||
|
|
||
| Categories help you code your expenses. Although you're only tracking expenses for yourself, categorizing them will help show you what you're spending your money on! | ||
|
|
||
| <ol type="a"> | ||
| <li>Click <b>Categories</b> in the left menu.</li> | ||
| <li>Disable or add categories.</li> | ||
| <ul> | ||
| <li><b>To disable a category</b>: Click the category, then click the green toggle to disable it.</li> | ||
| <li><b>To add a new category</b>: Click <b>Add category</b> in the top right. Then enter a name for the category and click <b>Save</b>.</li> | ||
| </ul> | ||
| </ol> | ||
|
|
||
| {% include info.html %} | ||
| Categories are enabled by default. However, if you want to completely disable all categories, you can do so by clicking **More Features** in the left menu and clicking the Categories toggle to disable it. | ||
| {% include end-info.html %} | ||
|
|
||
| # 6. Add more features | ||
|
|
||
| The items that appear in your left menu under each workspace are determined by the features that are enabled for the workspace. For example, you can choose to enable or disable any of the following features: | ||
| - Distance rates | ||
| - Workflows | ||
| - Categories | ||
| - Tags | ||
| - Taxes | ||
|
|
||
| Once enabled, a new menu option for the feature will appear in the left menu with additional settings for the feature. | ||
|
|
||
| To add more features, | ||
|
|
||
| <ol type="a"> | ||
| <li>Click <b>More features</b> in the left menu.</li> | ||
| <li>Enable any desired feature.</li> | ||
| <li>Click the related menu item that appears in the left menu to update its settings.</li> | ||
| </ol> | ||
|
|
||
| Easily monitor when your Free Trial starts and how many days are left on your Subscription page. We’ll also notify you when your trial starts and ends, at which point you’ll add a billing card to continue using all your favorite features! | ||
|
|
||
| {:width="100%"} | ||
|
|
||
| </div> | ||
|
|
||
|
|
||
|
|