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Original file line number Diff line number Diff line change
Expand Up @@ -3,6 +3,7 @@ title: Enable Global Reimbursements
description: Send international payments
keywords: Expensify Classic, foreign bank validation, global reimbursement, Canada, Europe, Singapore, Australia, United Kingdom, international reimbursements
---
<div id="expensify-classic" markdown="1">

If your company’s business bank account is in the US, Canada, the UK, Europe, Australia, or Singapore, you can send direct reimbursements to nearly any country worldwide!

Expand All @@ -25,7 +26,7 @@ If you haven't already, follow the instructions to [Connect a US Business Bank A
4. Ensure that the workspace currency is set to **USD**.
5. Click the **Reimbursements** tab on the left.
6. Ensure that the reimbursement method is set to **Direct** and that the correct bank account is selected.
7. Click the **Payments** tab on the left.
7. Head to **Settings > Account > Wallet** on the left-side menu.
8. Click **Enable Global Reimbursement** next to the bank account.
9. Complete the Global Reimbursement DocuSign form.
10. Once the form is complete, it is automatically sent to our Compliance Team for review.
Expand All @@ -42,7 +43,7 @@ After the bank account is verified for international payments, set the correct b
1. Under **Settings** > **Workspaces** > **Group** > **[Workspace Name]** > **Reimbursements**
2. Select the reimbursement account as the default account.
3. Ask your employees to add their deposit-only bank account.
- They can do this by logging into their Expensify accounts, heading to **Settings** > **Account** > **Payments**, and clicking **Add Deposit-Only Bank Account**.
- They can do this by logging into their Expensify accounts, heading to **Settings** > **Account** > **Wallet**, and clicking **Add Deposit-Only Bank Account**.

---

Expand All @@ -55,7 +56,7 @@ After the bank account is verified for international payments, set the correct b
4. Expensify sends test deposits to the provided bank account: Expensify asks the customer to confirm test deposit amounts.
5. Admin Actions Required:
- Set the reimbursement account under **Settings > Workspaces > [Workspace Name] > Reimbursements**.
- Ensure employees add their deposit-only bank accounts under **Settings > Account > Payments > Add Deposit-Only Bank Account**.
- Ensure employees add their deposit-only bank accounts under **Settings > Account > Wallet > Add Deposit-Only Bank Account**.

## Step 1: Connect the Bank Account

Expand Down Expand Up @@ -89,7 +90,7 @@ After the bank account is verified for international payments, set the correct b
1. Under **Settings** > **Workspaces** > **Group** > **[Workspace Name]** > **Reimbursements**
2. Select the reimbursement account as the default account.
3. Ask your employees to add their deposit-only bank account.
- They can do this by logging into their Expensify accounts, heading to **Settings** > **Account** > **Payments**, and clicking **Add Deposit-Only Bank Account**.
- They can do this by logging into their Expensify accounts, heading to **Settings** > **Account** > **Wallet**, and clicking **Add Deposit-Only Bank Account**.

---

Expand Down Expand Up @@ -190,3 +191,5 @@ Make sure your employee's default workspace is set to the one linked to the bank
## Does Global Reimbursement in Expensify support SEPA (Single Euro Payments Area) in the EU?

Global Reimbursement uses SEPA B2B to facilitate payments from EU-based accounts. SEPA Core is not supported.

</div>
73 changes: 73 additions & 0 deletions docs/articles/expensify-classic/settings/Contact-Methods.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,73 @@
---
title: Managing Contact Methods in Expensify
description: Learn how to update or add an Email address and manage devices tied to your Expensify account.
---
<div id="expensify-classic" markdown="1">

Your **primary contact method** on Expensify is used for receiving all notifications and updates. Adding an additional **contact method** enables you to:
- Change your primary Email to a new Email.
- Connect a personal Email as a contact method when your primary Email is employer-provided. This ensures continued account access if your employment changes.
- Log in to your Expensify account using an Email address added as a contact method.
- SmartScan receipts by sending them to [email protected] from any Email address added to your Expensify account.

**Important:** Before changing your primary contact method, you must add a secondary contact method first.

---

# Adding an Additional Contact Method

⚠️ **This process is only available on the Expensify website, not the mobile app.**

1. Go to **Settings** > **Account**.
2. Under **Profile**, find **Contact Methods**, and click **Add Contact Method**.
3. Enter the Email address or phone number you want to use.
- For phone numbers, include the international code if applicable.
4. Check your Email or text messages for a verification Magic Code and enter it in the required field.

---

# Changing Your Email Address

If you have multiple Email addresses linked to your account, follow these steps to change your primary contact method:

1. Navigate to **Settings** > **Account** > **Profile**.
2. Click **Make Primary** next to the desired Email address.
3. *(Optional)* To remove the old Email address, click **Remove** next to it.

---

# Unlinking an Email from a Closed Account

If you previously added your personal Email set as a contact method on a company account and the account has been closed, you can unlink your Email to use it with a new Expensify account:

1. Go to the **Expensify Sign-In** page.
2. Enter your personal Email address.
3. Click **Unlink Accounts**.
4. Follow the steps in the verification Email to complete the unlinking process.

---

# FAQ

## What does changing the primary contact method on my account do?

When you change the primary contact method on your account, the newly updated Email address will show under the following:
- The Email address displayed on reports (old and new).
- Workspace account settings.
- Your account’s default Email.

## Can I have multiple contact methods?
Yes, you can add an unlimited number of contact methods to your account.

## How can I view and manage the devices connected to my Expensify account?
You can check which devices have accessed your Expensify account and remove any you no longer want to have access.

Device management is only available on the Expensify website:

1. Hover over **Settings** and select **Account**.
2. Scroll down to the **Device Management** section under **Account Details**.
3. Click **Device Management** to expand the list of connected devices.
4. Review the devices with access to your account.
5. To remove a device, click the **Revoke** button next to the device in question.

</div>
36 changes: 21 additions & 15 deletions docs/articles/expensify-classic/settings/Email-Notifications.md
Original file line number Diff line number Diff line change
@@ -1,9 +1,13 @@
---
title: Expensify Email Notifications
description: Troubleshooting steps for receiving emails and notifications from Expensify.
keywords: [Expensify Classic, Email notifications, spam settings]
---
<div id="expensify-classic" markdown="1">

Occasionally, members may have trouble receiving email notifications from Expensify, including Magic Code emails, account validation emails, secondary login validations, integration emails, or report action notifications.
Occasionally, members may have trouble receiving Email notifications from Expensify, including Magic Code Emails, account validation Emails, contact method validations, integration Emails, or report action notifications.

---

# Troubleshooting Missing Expensify Notifications

Expand All @@ -12,44 +16,44 @@ Occasionally, members may have trouble receiving email notifications from Expens
Emails can sometimes be delayed and may take up to 30–60 minutes to arrive. If an expected notification has not arrived:

- Check your **Email Preferences** via **Settings > Account > Preferences**. In the **Contact Preferences** section, ensure the relevant notification types are enabled.
- Check your email spam and trash folders, as Expensify messages might be filtered incorrectly.
- Ensure that Expensify emails are not blocked by adding the domain **expensify.com** to your email provider’s allowlist.
- Check your Email spam and trash folders, as Expensify messages might be filtered incorrectly.
- Ensure that Expensify Emails are not blocked by adding the domain **expensify.com** to your Email provider’s allowlist.

## Issue: A Banner Says “We’re Having Trouble Emailing You”

Confirm that the email address on your Expensify account is valid, then click the link in the banner labeled **"here."** If successful, you will see a confirmation that your email was unblocked.
Confirm that the Email address on your Expensify account is valid, then click the link in the banner labeled **"here."** If successful, you will see a confirmation that your Email was unblocked.

![Expensify Email Error](https://help.expensify.com/assets/images/ExpensifyHelp_EmailError.png){:width="100%"}

**If unsuccessful, another error may appear:**

- If the error or SMTP message includes a URL, follow the provided link for further instructions.
- If the message references **"mimecast.com"**, consult your IT team.
- If the message mentions **"blacklist"**, your company may use a third-party email filtering service. Contact your IT team for assistance.
- If the message mentions **"blacklist"**, your company may use a third-party Email filtering service. Contact your IT team for assistance.

![Expensify SMTP Error](https://help.expensify.com/assets/images/ExpensifyHelp_SMTPError.png){:width="100%"}

---

# Further Troubleshooting for Public Domains

If you use a public email provider (e.g., **gmail.com** or **yahoo.com**), try the following steps:
If you use a public Email provider (e.g., **gmail.com** or **yahoo.com**), try the following steps:

- Search for messages from **expensify.com** in your spam folder, open them, and mark them as **Not Spam**.
- Configure an email filter to direct all messages from **expensify.com** to your inbox.
- Add known Expensify email addresses (e.g., **[email protected]**) to your contacts list.
- Configure an Email filter to direct all messages from **expensify.com** to your inbox.
- Add known Expensify Email addresses (e.g., **[email protected]**) to your contacts list.

---

# Further Troubleshooting for Private Domains

If your organization uses a private domain, Expensify emails may be blocked at the server level. This may happen due to changes in your email provider’s filtering settings. Work with your IT team to:
If your organization uses a private domain, Expensify Emails may be blocked at the server level. This may happen due to changes in your Email provider’s filtering settings. Work with your IT team to:

- Ensure **expensify.com** is allowlisted on your domain email servers.
- Confirm that there is no server-level email blocking.
- Verify that spam filters are not blocking Expensify emails.
- Ensure **expensify.com** is allowlisted on your domain Email servers.
- Confirm that there is no server-level Email blocking.
- Verify that spam filters are not blocking Expensify Emails.

Even if you have received Expensify emails in the past, confirm that **expensify.com** is still allowlisted.
Even if you have received Expensify Emails in the past, confirm that **expensify.com** is still allowlisted.

## Companies Using Outlook

Expand All @@ -62,7 +66,7 @@ Even if you have received Expensify emails in the past, confirm that **expensify

## Companies Using Google Workspaces

- **IT Administrators:** Adjust email allowlist and safe senders settings to include **expensify.com**:
- **IT Administrators:** Adjust Email allowlist and safe senders settings to include **expensify.com**:
- [Allowlists, Denylists, and Approved Senders](https://support.google.com/a/answer/60752)

---
Expand All @@ -71,7 +75,7 @@ Even if you have received Expensify emails in the past, confirm that **expensify

## How Can I Be Sure That Emails from Expensify Are Legitimate and Not Spam?

Expensify emails are **SPF** and **DKIM-signed**, meaning they are cryptographically signed and encrypted to prevent spoofing.
Expensify Emails are **SPF** and **DKIM-signed**, meaning they are cryptographically signed and encrypted to prevent spoofing.

## Why Do Legitimate Emails from Expensify Sometimes End Up Marked as Spam?

Expand All @@ -80,3 +84,5 @@ This typically happens when a third-party domain or IP reputation service mistak
## What Is the Best Way to Ensure Expensify Emails Are Not Marked as Spam?

For server-level spam detection, the best approach is to verify **DKIM** and **SPF** rather than relying solely on the reputation of the sending IP address.

</div>

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1 change: 1 addition & 0 deletions docs/redirects.csv
Original file line number Diff line number Diff line change
Expand Up @@ -675,3 +675,4 @@ https://help.expensify.com/articles/expensify-classic/reports/Submit-or-retract-
https://help.expensify.com/articles/expensify-classic/reports/Edit-a-report,https://help.expensify.com/articles/expensify-classic/reports/Edit-and-Submit-Expense-Reports
https://help.expensify.com/articles/expensify-classic/reports/Report-statuses,https://help.expensify.com/articles/expensify-classic/reports/Edit-and-Submit-Expense-Reports
https://help.expensify.com/articles/expensify-classic/reports/Add-expenses-to-a-report,https://help.expensify.com/articles/expensify-classic/reports/Edit-and-Submit-Expense-Reports
https://help.expensify.com/articles/expensify-classic/settings/Managing-Primary-and-Secondary-Logins-in-Expensify,https://help.expensify.com/articles/expensify-classic/settings/Contact-Methods
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