diff --git a/docs/articles/new-expensify/getting-started/Free-Features-in-Expensify.md b/docs/articles/new-expensify/getting-started/Free-Features-in-Expensify.md index a97870cac0c6..23bce3550007 100644 --- a/docs/articles/new-expensify/getting-started/Free-Features-in-Expensify.md +++ b/docs/articles/new-expensify/getting-started/Free-Features-in-Expensify.md @@ -77,15 +77,15 @@ For purchases without receipts, enter expenses by hand. ### Web 1. Click the **+** icon in the navigation tabs on the left > **Create expense** > **Manual**. -2. Enter the expense amount and click **Next**. -3. Choose yourself as the recipient. -4. Fill out the expense details and click **Create expense**. +2. Confirm yourself as the recipient. +3. Enter the expense amount and select the currency. +4. Fill out the remaining expense details and click **Create expense**. ### Mobile 1. Tap the **+** icon at the bottom > **Create expense** > **Manual**. -2. Enter the expense amount and click **Next**. -3. Choose yourself as the recipient -4. Fill out the expense details and click **Create expense**. +2. Confirm yourself as the recipient. +3. Enter the expense amount and select the currency. +4. Fill out the remaining expense details and tap **Create expense**. --- diff --git a/docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md b/docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md index a00b94aa73fc..6564b3a6164b 100644 --- a/docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md +++ b/docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md @@ -72,12 +72,12 @@ You can upload a receipt with **SmartScan** or enter the details manually. ## Manually add an expense -1. Click the **+** icon > **Submit expense** +1. Click the **➕ Create** button > **Create expense** 2. Select **Manual** -3. Enter the amount and click **Next** -4. Select the workspace or person -5. Add the merchant and optional details like description, category, or tags -6. Click **Submit** +3. Confirm or change the workspace or person the expense is going to +4. Enter the amount and select the currency +5. Add the merchant, date, and optional details like description, category, or tags +6. Click **Create expense** --- diff --git a/docs/articles/new-expensify/getting-started/Track-Personal-Expenses.md b/docs/articles/new-expensify/getting-started/Track-Personal-Expenses.md index 0f6d772f04a5..ae68151f48b7 100644 --- a/docs/articles/new-expensify/getting-started/Track-Personal-Expenses.md +++ b/docs/articles/new-expensify/getting-started/Track-Personal-Expenses.md @@ -60,19 +60,21 @@ Other ways to SmartScan receipts include: **On mobile:** 1. Tap the green camera button. 2. Select **Manual**. -3. Enter the amount and currency, then tap **Next**. -4. Choose a workspace or an individual. -5. Add optional fields like category, tags, or description. +3. Confirm or change the workspace or individual the expense is going to. +4. Enter the amount and select the currency. +5. Add the merchant, date, and optional fields like category, tags, or description. 6. Tap **Create expense**. **On desktop:** 1. Click the green add receipt button. 2. Select **Manual**. -3. Enter the amount and currency, then click **Next**. -4. Choose a workspace or an individual. -5. Add optional fields like category, tags, or description. +3. Confirm or change the workspace or individual the expense is going to. +4. Enter the amount and select the currency. +5. Add the merchant, date, and optional fields like category, tags, or description. 6. Click **Create expense**. +**Note:** Amount and date are required. If you leave either one blank, Expensify shows **This field is required** on that field and the expense is not created. + Learn more about [creating expenses](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Create-an-Expense) View expenses in your Expense chat or the **Spend** page. [Export to CSV](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses) for tax or accountant use. 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 90d7c783ad16..6efef58204ee 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 @@ -52,12 +52,14 @@ You can create an expense by scanning a receipt, entering details manually, or t ## How to manually create a cash expense 1. Click the **➕ Create** button. -2. Select **Create Expense** then **Manual**. -3. Enter the amount and currency, then click **Next**. -4. Choose a workspace or an individual. -5. Add details like description, category, tags, tax, and set whether the expense is reimbursable or billable. +2. Select **Create expense**, then select **Manual**. +3. Confirm or change the workspace or individual the expense is going to. +4. Enter the amount and select the currency. +5. Add details like merchant, date, description, category, tags, tax, and set whether the expense is reimbursable or billable. 6. Click **Create expense**. +**Note:** Amount and date are required. If you leave either one blank, Expensify shows **This field is required** on that field and the expense is not created. + --- ## How to create a Distance expense from a map (Web and Mobile) @@ -166,7 +168,7 @@ To split an expense with multiple individuals, start a group chat including each 6. Click **Next**. 7. (Optional) Add a reason for the request in the Description field. 8. (Optional) If entering the amount manually, include the merchant and date of purchase. -9. Click **Split**. +9. Click **Split expense**. Each person will receive a notification via email or text with the request details. You can chat about the expense in Expensify Chat, and payments can be received via your Expensify Wallet or through other methods. diff --git a/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md index 535a06d9c8f0..c5db4e77b82b 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md @@ -47,9 +47,9 @@ Other ways to SmartScan receipts include: **On mobile:** 1. Tap the green camera button. 2. Select **Manual**. -3. Enter the amount and currency, then tap **Next**. -4. Choose yourself as the recipient under Personal. -5. Add optional fields like category, tags, or description. +3. Confirm yourself as the recipient under Personal. +4. Enter the amount and select the currency. +5. Add the merchant, date, and optional fields like category, tags, or description. - Members with a default workspace will see expense fields that mirror their workspace's rules. - Members without a default workspace will see the expense fields: Amount, Description, Merchant, Category, Date, Report. 6. Tap **Create expense**. @@ -57,13 +57,15 @@ Other ways to SmartScan receipts include: **On desktop:** 1. Click the green add receipt button. 2. Select **Manual**. -3. Enter the amount and currency, then click **Next**. -4. Choose yourself as the recipient under Personal. -5. Add optional fields like category, tags, or description. +3. Confirm yourself as the recipient under Personal. +4. Enter the amount and select the currency. +5. Add the merchant, date, and optional fields like category, tags, or description. - Members with a default workspace will see expense fields that mirror their workspace's rules. - Members without a default workspace will see the expense fields: Amount, Description, Merchant, Category, Date, Report. 6. Click **Create expense**. +**Note:** Amount and date are required. If you leave either one blank, Expensify shows **This field is required** on that field and the expense is not created. + --- ## Where to find tracked expenses