diff --git a/docs/articles/expensify-classic/getting-started/Create-a-company-workspace.md b/docs/articles/expensify-classic/getting-started/Create-a-company-workspace.md new file mode 100644 index 000000000000..4cc95cdcf918 --- /dev/null +++ b/docs/articles/expensify-classic/getting-started/Create-a-company-workspace.md @@ -0,0 +1,171 @@ +--- +title: Create a company workspace +description: Get started with Expensify by creating a workspace for your company +--- +
+ +# Overview + +Welcome to Expensify! If you are creating an Expensify account for your company, follow the steps below to get started. + +{% include info.html %} +You can also schedule a free private onboarding session where one of our Setup Specialists will walk you through the entire process. Check your email and notifications in Expensify for your unique signup link. +{% include end-info.html %} + +# 1. Meet Concierge + +Your personal assistant, Concierge, lives on your Expensify Home page on both desktop and the mobile app. + +Concierge will walk you through setting up your account and also provide: +- 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 also get support at any time by clicking the green chat bubble in the right corner. This will open a chat with Concierge where you can ask questions and receive direct support. + +# 2. Create a workspace + +
    +
  1. Hover over Settings, then click Workspaces.
    2. +
  2. Click the Group tab on the left.
    3. +
  3. Enter a name for the workspace (the name of your business or department is a great choice, if applicable), then click Select next to the workspace type that best fits your needs.
    4. +
+ +# 3. Add a business bank account + +Connecting your business bank account allows you to: +- Reimburse expenses via direct bank transfer +- Pay bills +- Collect invoice payments +- Issue Expensify Cards + +{% include info.html %} +The person who completes this process does not need to be a signer on the account, however they will be required to enter their own personal information as well. If someone other than the Expensify account holder enters their personal information in this section, the details will be flagged for review, and adding the bank account to Expensify will be delayed. +{% include end-info.html %} + +To add a business bank account, + +
    +
  1. Hover over Settings, then click Workspaces.
    2. +
  2. Click the Group tab on the left.
    3. +
  3. Click the desired workspace name.
    4. +
  4. Click the Reimbursement tab.
    5. +
  5. Click the Direct box, then click Add Business Bank Account.
    6. +
  6. Click Connect to your bank.
    7. +
  7. Click Continue to continue to Plaid.
    8. +
  8. Select the bank and log in to your business bank account.
    9. + +
  9. Select the bank account if multiple are available.
    10. +
  10. Verify the bank account by entering some additional information:
    11. + +
  11. Within 1-2 business days, Expensify will send three test transactions to your bank account that you’ll enter into Expensify to validate your bank account by either:
    12. + +
+ +{% include info.html %} +If after two business days you do not see these test transactions, click the green chat bubble in the right corner to get support from Concierge. +{% include end-info.html %} + +# 4. Connect your accounting system + +If you use an external accounting system like QuickBooks, you can link it with Expensify to help you import accounting data, code expenses, and more. + +To add an accounting system integration, +
    +
  1. Hover over Settings, then click Workspaces.
    2. +
  2. Click the Group tab on the left.
    3. +
  3. Click the desired workspace name.
    4. +
  4. Click the Connections tab.
    5. +
  5. Under Accounting Integrations, click the name of your accounting system, select the “Connect to…” option, and click the related button.
    6. +
  6. Depending on the integration you selected, you’ll either be prompted with a login screen for the accounting system or additional steps for how to proceed.
    7. +
+ +For a walkthrough for how to set up a specific accounting system, visit our [Integrations](https://help.expensify.com/expensify-classic/hubs/integrations/) articles. + +# 5. Set approval rules + +Determine the basic guidelines that apply to all submitted expenses. If a submitted expense does not meet these rules, it will be flagged as a violation. You can set rules for expenses, per diem, travel, and reports. + +
    +
  1. Hover over Settings, then click Workspaces.
    2. +
  2. Click the Group tab on the left.
    3. +
  3. Click the desired workspace name.
    4. +
  4. Click the Expenses tab and set the desired rules.
    5. + +
  5. Click the Reports tab and set the desired rules.
    6. + +
  6. Click the Travel tab and set the desired rules.
    7. + +
  7. Click the Per Diem tab and set the desired rules.
    8. + +
+ +# 6. Secure your account + +Add an extra layer of security to help keep your financial data safe and secure by enabling two-factor authentication. This will require you to enter a code generated by your preferred authenticator app (like Google Authenticator or Microsoft Authenticator) when you log in. + +
    +
  1. Hover over Settings, then click Account.
    2. +
  2. Under the Account Details tab, scroll down to the Two Factor Authentication section and enable the toggle.
    3. +
  3. Save a copy of your backup codes. This step is critical—You will lose access to your account if you cannot use your authenticator app and do not have your recovery codes.
    4. + +
  4. Click Continue.
    5. +
  5. Download or open your authenticator app and either:
    6. + +
+ +When you log in to Expensify in the future, you’ll be emailed a magic code that you’ll use to log in with. Then you’ll be prompted to open your authenticator app to get the 6-digit code and enter it into Expensify. A new code regenerates every few seconds, so the code is always different. If the code time runs out, you can generate a new code as needed.