From d72ed728b02ba0f471e70c4e6a5c7fe94247a464 Mon Sep 17 00:00:00 2001 From: "Stephanie Elliott (via MelvinBot)" Date: Fri, 29 May 2026 23:57:32 +0000 Subject: [PATCH 1/8] Add 'What's New and Better in New Expensify' help article and link from Coming-from-Classic guides Co-authored-by: Stephanie Elliott --- ...fy-Classic-for-Submitters-and-Approvers.md | 6 +- ...-Expensify-Classic-for-Workspace-Admins.md | 6 ++ .../Whats-New-and-Better-in-New-Expensify.md | 95 +++++++++++++++++++ 3 files changed, 106 insertions(+), 1 deletion(-) create mode 100644 docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md diff --git a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md index 2e1e17adb1f8..976dcce5aa75 100644 --- a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md +++ b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md @@ -11,6 +11,8 @@ If you previously used Expensify Classic, many of the workflows you already know This guide explains where familiar features and workflows now live so you can get comfortable navigating New Expensify more confidently. +If you want to see what's new, what's better, and how to take advantage of it, see [What's New and Better in New Expensify](/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify). A few of the most popular improvements include **customizable, savable searches**, **full approver visibility into direct reports' activity in every status**, **expense-level commenting**, and **better Insights reporting**. + If you'd like a guided walkthrough of the New Expensify experience, explore the interactive product tours: - [Launch the New Expensify interactive tour for web](https://expensify.storylane.io/share/v9dr1rjqsd9y) - [Launch the New Expensify interactive tour for mobile](https://expensify.storylane.io/share/qbbob6zvapqo) @@ -59,7 +61,7 @@ New Expensify introduces several workflow and collaboration improvements while s - **Consistent web and mobile navigation** — Web and mobile use the same core navigation structure, making it easier to switch between devices without learning separate workflows. Learn how to [navigate New Expensify on web and mobile](/articles/new-expensify/getting-started/Navigating-New-Expensify). -- **More powerful search and reporting tools** — Use advanced search operators, saved searches, pre-built reports, and Insights dashboards to analyze expenses and financial activity more efficiently. [Learn more about how to use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify). +- **More powerful search and reporting tools** — Customize the columns you see, apply far more filters than Expensify Classic offered, and save searches you run often so they're one click away. Combine that with pre-built reports and Insights dashboards to analyze expenses and financial activity more efficiently. [Learn how to use advanced search operators](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze), [save a search](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-save-a-search), and [use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify). --- @@ -79,6 +81,8 @@ For example, you can: These features help keep conversations, approvals, and expense activity together in one place. +For a full rundown of the most useful improvements available in New Expensify, see [What's New and Better in New Expensify](/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify). + ## How do I know what to do next in New Expensify? The Inbox shows a quick overview of what needs your attention. You’ll see 🟢 on actions to take, and 🔴 on errors to review. diff --git a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins.md b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins.md index b0f70b3dfbe5..6e438f67d5d1 100644 --- a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins.md +++ b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins.md @@ -13,6 +13,8 @@ New Expensify reorganizes these workflows into a more unified experience to make This guide explains where familiar Workspace workflows now happen in New Expensify and highlights new tools available to Workspace Admins. +If you want a curated tour of what's new, what's better, and how to take advantage of it as an admin, see [What's New and Better in New Expensify](/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify). A few of the most popular improvements for Workspace Admins include **customizable, savable searches**, **bulk paying reports**, **full approver visibility into direct reports' activity in every status**, **Workspace merchant rules**, **seeing unassigned company cards**, and **better Insights reporting**. + If you'd like a guided walkthrough of common Workspace workflows in New Expensify, explore the interactive product tours: - [Launch the New Expensify interactive tour for web](https://expensify.storylane.io/share/qlgnexxbsdtp) - [Launch the New Expensify interactive tour for mobile](https://expensify.storylane.io/share/fgireksbt2oh) @@ -54,6 +56,8 @@ Use the examples below to understand where common Expensify Classic workflows no New Expensify continues to introduce new Workspace management, automation, approval, and collaboration features for Workspace Admins. +For a curated walkthrough of the most useful improvements available today — including customizable and savable searches, bulk paying reports, Workspace merchant rules, visibility into unassigned company cards, and natural language expense editing with Concierge — see [What's New and Better in New Expensify](/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify). + Visit the [Expensify Product Updates blog](https://use.expensify.com/blog/category/Product+Updates) to stay up to date on the latest Workspace improvements and releases. --- @@ -74,6 +78,8 @@ For example, you can: These features help keep conversations, approvals, and expense activity together in one place. +For a full rundown of the most useful improvements available in New Expensify, see [What's New and Better in New Expensify](/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify). + ## How do I know what to do next in New Expensify? The Inbox shows a quick overview of what needs your attention. You’ll see 🟢 on actions to take, and 🔴 on errors to review. diff --git a/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md b/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md new file mode 100644 index 000000000000..52ca25d0908b --- /dev/null +++ b/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md @@ -0,0 +1,95 @@ +--- +title: What's New and Better in New Expensify +description: Discover the most useful improvements, new features, and workflows available in New Expensify that were not available in Expensify Classic. +keywords: [New Expensify, Expensify Classic, new features, what's new, customizable search, saved searches, Insights, bulk pay, Concierge, mobile parity, merchant rules, distance map, expense comments, Coming from Classic] +internalScope: Audience is Expensify members transitioning from Expensify Classic to New Expensify who want to know exactly what is new, what is better, and how to use it. Covers improvements in search, reporting, approvals, expense collaboration, mileage, company cards, Workspace rules, Insights, mobile parity, Concierge-driven editing, and accounting export workflows. Does not cover how to switch between products or general onboarding. +--- + +# What's New and Better in New Expensify + +New Expensify reimagines expense management with more powerful search, deeper visibility, real-time collaboration, and consistent web and mobile experiences. If you previously used Expensify Classic, this guide highlights the most useful improvements available to you in New Expensify and links to the help articles that show you how to use them. + +If you're looking for a side-by-side mapping of familiar Classic workflows, see [Coming from Expensify Classic for Submitters and Approvers](/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers) or [Coming from Expensify Classic for Workspace Admins](/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins). + +--- + +## The most useful improvements + +These are the New Expensify capabilities that members switching from Expensify Classic most often tell us they appreciate. + +### Customizable, savable searches + +Search is the biggest leap forward. In New Expensify you can build the exact view of your spend you want, save it, and return to it any time — all without leaving the **Spend** tab. + +- **Customize what you see.** Choose which columns appear in your search results so you only see the data you care about. [Learn how to customize the Spend column view](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-customize-the-spend-column-view). +- **Use far more filters than Classic.** Filter by submitter, approver, category, tag, merchant, dates, status, card, accounting status, and many more. [Learn how to use advanced search operators to filter and analyze](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). +- **Save searches you run often.** Turn any filtered view into a saved search and reopen it with one click. [Learn how to save a search](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-save-a-search). +- **Filter by where you exported.** Use the **Exported to** filter to see only expenses sent to a specific destination — for example, NetSuite, a CSV, or a specific Integration Server template. [Learn more about accounting search shortcuts](/articles/new-expensify/reports-and-expenses/Accounting-Search-Shortcuts). + +### Bulk pay reports + +Reimburse multiple approved reports at once instead of paying them one at a time. [Learn how Workspace Admins pay multiple reports in bulk](/articles/new-expensify/wallet-and-payments/Reimbursement-Payment-Methods#how-workspace-admins-pay-multiple-reports-in-bulk). + +### Full visibility for approvers + +Approvers can see their direct reports' expense reports in every status — not just the ones currently waiting on approval. That makes it easy to check on a submitter's drafts, follow up on outstanding reports, or audit historical activity. [Learn more about report statuses and actions](/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions). + +### Comment on individual expenses + +Discuss a specific expense — ask for a missing receipt, flag a question, or document context — directly on the expense itself, instead of using a separate email or chat thread. [Learn how to manage expenses in a report](/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report). + +### Better Insights and reporting + +Group expenses by person, category, merchant, tag, week, month, quarter, or year — and view them as a bar, pie, or line graph. Insights makes it easier to see where money is going without exporting to a spreadsheet. [Learn how to use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify). + +--- + +## More improvements available in New Expensify + +### Create mileage expenses from a map on mobile + +Plot your start, stop, and waypoints directly on the map in the mobile app instead of typing addresses. [Learn how to create a map-based Distance expense](/articles/new-expensify/reports-and-expenses/Distance-Expenses#how-to-create-a-map-based-distance-expense-web-and-mobile). + +### Set merchant rules in the Workspace + +Workspace Admins can define rules that automatically apply categories, tags, billable status, and reimbursable status whenever a specific merchant appears on an expense. [Learn how to configure Workspace merchant rules](/articles/new-expensify/workspaces/Workspace-Merchant-Rules). + +### Cross-platform consistency between web and mobile + +Everything you can do on the web you can do on mobile — including filtering and searching for expenses and reports, viewing other people's expenses and reports, issuing cards, and changing Workspace settings. Pick up where you left off on any device. + +### See unassigned company cards + +Workspace Admins can view all unassigned cards on a card feed at a glance, making it easier to find and assign cards to the right Workspace members. [Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). + +### Edit expenses with natural language using Concierge + +Ask Concierge to make a change — for example, "change the amount to $10 and set the description to work event" — and Concierge will update the expense for you. [Learn what the Expense Assistant can do](/articles/new-expensify/concierge-ai/Expense-Assistant). + +### Export Integration Server templates from the expense level + +Export an expense directly to your Integration Server template without first navigating to the report — handy when you only need to push a single expense through your custom export. + +### Amend the transaction import date after a card is assigned + +When you assign a company card to a member, you can update the import start date afterward to control which historical transactions are imported into Expensify. This is useful when you need to re-import older transactions or skip transactions that were already accounted for elsewhere. + +--- + +# FAQ + +## Will my Expensify Classic data still work in New Expensify? + +Yes. Expenses, reports, Workspace settings, company card assignments, accounting connections, categories, and tags are shared across both experiences. Switching to New Expensify does not remove or reset your data. + +## Where do I find these new features? + +Most of the improvements above live on the **Spend** tab or inside your **Workspace** settings. The articles linked above walk through where each one lives. + +## Can I still use Expensify Classic? + +Yes, unless your Workspace Admin or domain admin requires New Expensify. New features and improvements are focused on New Expensify going forward. [Learn how to switch between New Expensify and Expensify Classic](/articles/new-expensify/settings/Switch-between-New-Expensify-and-Expensify-Classic). + +## Where can I see what's launching next? + +Visit the [Expensify Product Updates blog](https://use.expensify.com/blog/category/Product+Updates) to stay up to date on the latest improvements and releases. From 945ad4814181f02672b210b53e18a1be830ff5b8 Mon Sep 17 00:00:00 2001 From: "Stephanie Elliott (via MelvinBot)" Date: Sat, 30 May 2026 00:00:12 +0000 Subject: [PATCH 2/8] Fix spellcheck: replace 'reimagines' with 'transforms' Co-authored-by: Stephanie Elliott --- .../getting-started/Whats-New-and-Better-in-New-Expensify.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md b/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md index 52ca25d0908b..aed28d88f4d4 100644 --- a/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md +++ b/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md @@ -7,7 +7,7 @@ internalScope: Audience is Expensify members transitioning from Expensify Classi # What's New and Better in New Expensify -New Expensify reimagines expense management with more powerful search, deeper visibility, real-time collaboration, and consistent web and mobile experiences. If you previously used Expensify Classic, this guide highlights the most useful improvements available to you in New Expensify and links to the help articles that show you how to use them. +New Expensify transforms expense management with more powerful search, deeper visibility, real-time collaboration, and consistent web and mobile experiences. If you previously used Expensify Classic, this guide highlights the most useful improvements available to you in New Expensify and links to the help articles that show you how to use them. If you're looking for a side-by-side mapping of familiar Classic workflows, see [Coming from Expensify Classic for Submitters and Approvers](/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers) or [Coming from Expensify Classic for Workspace Admins](/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins). From b5fce7b439617b069c3bb75789cc80dc3e0606d5 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 29 May 2026 15:21:09 -1000 Subject: [PATCH 3/8] Update Whats-New-and-Better-in-New-Expensify.md --- .../Whats-New-and-Better-in-New-Expensify.md | 111 +++++++++++------- 1 file changed, 69 insertions(+), 42 deletions(-) diff --git a/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md b/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md index aed28d88f4d4..05e29b8e0138 100644 --- a/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md +++ b/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md @@ -1,94 +1,121 @@ --- -title: What's New and Better in New Expensify +title: Explore what's changed in New Expensify description: Discover the most useful improvements, new features, and workflows available in New Expensify that were not available in Expensify Classic. keywords: [New Expensify, Expensify Classic, new features, what's new, customizable search, saved searches, Insights, bulk pay, Concierge, mobile parity, merchant rules, distance map, expense comments, Coming from Classic] internalScope: Audience is Expensify members transitioning from Expensify Classic to New Expensify who want to know exactly what is new, what is better, and how to use it. Covers improvements in search, reporting, approvals, expense collaboration, mileage, company cards, Workspace rules, Insights, mobile parity, Concierge-driven editing, and accounting export workflows. Does not cover how to switch between products or general onboarding. --- -# What's New and Better in New Expensify +# Explore what's changed in New Expensify -New Expensify transforms expense management with more powerful search, deeper visibility, real-time collaboration, and consistent web and mobile experiences. If you previously used Expensify Classic, this guide highlights the most useful improvements available to you in New Expensify and links to the help articles that show you how to use them. +New Expensify introduces new capabilities and expands several workflows that were more limited in Expensify Classic. This article highlights some of the most notable changes and links to detailed help articles where you can learn more. -If you're looking for a side-by-side mapping of familiar Classic workflows, see [Coming from Expensify Classic for Submitters and Approvers](/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers) or [Coming from Expensify Classic for Workspace Admins](/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins). +If you're still getting familiar with navigation or looking for a side-by-side mapping of familiar Classic workflows, see [Coming from Expensify Classic for Submitters and Approvers](/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers) or [Coming from Expensify Classic for Workspace Admins](/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins). --- -## The most useful improvements +## What new features are available in New Expensify -These are the New Expensify capabilities that members switching from Expensify Classic most often tell us they appreciate. +### Customizable searches and saved searches -### Customizable, savable searches +Search is much more powerful and customizable in New Expensify. Instead of working with a fixed set of views, you can build and save your own views directly from the **Spend** tab. -Search is the biggest leap forward. In New Expensify you can build the exact view of your spend you want, save it, and return to it any time — all without leaving the **Spend** tab. +You can: -- **Customize what you see.** Choose which columns appear in your search results so you only see the data you care about. [Learn how to customize the Spend column view](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-customize-the-spend-column-view). -- **Use far more filters than Classic.** Filter by submitter, approver, category, tag, merchant, dates, status, card, accounting status, and many more. [Learn how to use advanced search operators to filter and analyze](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). + - **Customize what you see.** Choose which columns appear in your search results. [Learn how to customize the Spend column view](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-customize-the-spend-column-view). + - **Build your own filters.** Filter by submitter, approver, category, tag, merchant, dates, status, card, accounting status, and many more. [Learn how to use advanced search operators to filter and analyze](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). - **Save searches you run often.** Turn any filtered view into a saved search and reopen it with one click. [Learn how to save a search](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-save-a-search). -- **Filter by where you exported.** Use the **Exported to** filter to see only expenses sent to a specific destination — for example, NetSuite, a CSV, or a specific Integration Server template. [Learn more about accounting search shortcuts](/articles/new-expensify/reports-and-expenses/Accounting-Search-Shortcuts). +- **Filter by exports.** Use the **Exported to** filter to find expenses exported during a specific date range or sent to a particular destination, such as an accounting integration or export template. [Learn more about accounting search shortcuts](/articles/new-expensify/reports-and-expenses/Accounting-Search-Shortcuts). -### Bulk pay reports +### Comment on individual expenses -Reimburse multiple approved reports at once instead of paying them one at a time. [Learn how Workspace Admins pay multiple reports in bulk](/articles/new-expensify/wallet-and-payments/Reimbursement-Payment-Methods#how-workspace-admins-pay-multiple-reports-in-bulk). +You can comment directly on an expense to discuss questions, request receipts, or provide additional context without relying on separate email threads. -### Full visibility for approvers +[Learn how to manage expenses in a report](/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report). -Approvers can see their direct reports' expense reports in every status — not just the ones currently waiting on approval. That makes it easy to check on a submitter's drafts, follow up on outstanding reports, or audit historical activity. [Learn more about report statuses and actions](/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions). +### Set merchant rules in the Workspace -### Comment on individual expenses +Workspace Admins can define rules to automatically apply categories, tags, billable status, and reimbursable status whenever a specific merchant appears on an expense. -Discuss a specific expense — ask for a missing receipt, flag a question, or document context — directly on the expense itself, instead of using a separate email or chat thread. [Learn how to manage expenses in a report](/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report). +[Learn how to configure Workspace merchant rules](/articles/new-expensify/workspaces/Workspace-Merchant-Rules). -### Better Insights and reporting +### Edit expenses with natural language using Concierge -Group expenses by person, category, merchant, tag, week, month, quarter, or year — and view them as a bar, pie, or line graph. Insights makes it easier to see where money is going without exporting to a spreadsheet. [Learn how to use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify). +You can ask Concierge to take action on expenses for you using natural language. ---- +For example: + +> Change the amount to $10 and set the description to work event. -## More improvements available in New Expensify +Concierge will update the expense for you. + +[Learn what the Expense Assistant can do](/articles/new-expensify/concierge-ai/Expense-Assistant). + +### Interactive insights and reporting + +Insights allows you to analyze spending directly within Expensify. + +You can group expenses by person, category, merchant, tag, week, month, quarter, or year and visualize the results using bar, pie, and line charts. + +[Learn how to use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify). ### Create mileage expenses from a map on mobile -Plot your start, stop, and waypoints directly on the map in the mobile app instead of typing addresses. [Learn how to create a map-based Distance expense](/articles/new-expensify/reports-and-expenses/Distance-Expenses#how-to-create-a-map-based-distance-expense-web-and-mobile). +On mobile, you can create Distance expenses by plotting your start, stop, and waypoints directly on a map instead of manually entering addresses. -### Set merchant rules in the Workspace +[Learn how to create a map-based Distance expense](/articles/new-expensify/reports-and-expenses/Distance-Expenses#how-to-create-a-map-based-distance-expense-web-and-mobile). -Workspace Admins can define rules that automatically apply categories, tags, billable status, and reimbursable status whenever a specific merchant appears on an expense. [Learn how to configure Workspace merchant rules](/articles/new-expensify/workspaces/Workspace-Merchant-Rules). +## What workflows are improved in New Expensify? -### Cross-platform consistency between web and mobile +### Pay reports in bulk -Everything you can do on the web you can do on mobile — including filtering and searching for expenses and reports, viewing other people's expenses and reports, issuing cards, and changing Workspace settings. Pick up where you left off on any device. +Members with permission to pay reports can pay multiple approved reports at once instead of paying them one at a time. [Learn how to pay multiple reports in bulk](/articles/new-expensify/wallet-and-payments/Reimbursement-Payment-Methods#how-workspace-admins-pay-multiple-reports-in-bulk). -### See unassigned company cards +### Full visibility for approvers -Workspace Admins can view all unassigned cards on a card feed at a glance, making it easier to find and assign cards to the right Workspace members. [Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). +Approvers can see their direct reports' expense reports in every status — not just the reports currently waiting for approval. -### Edit expenses with natural language using Concierge +This makes it easier to: -Ask Concierge to make a change — for example, "change the amount to $10 and set the description to work event" — and Concierge will update the expense for you. [Learn what the Expense Assistant can do](/articles/new-expensify/concierge-ai/Expense-Assistant). +- Review draft reports before submission +- Follow up onoOutstanding reports +- Track reimbursement progress +- Review historical activity -### Export Integration Server templates from the expense level +[Learn more about report statuses and actions in New Expensify](/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions). -Export an expense directly to your Integration Server template without first navigating to the report — handy when you only need to push a single expense through your custom export. +### Cross-platform consistency between web and mobile -### Amend the transaction import date after a card is assigned +Everything you can do on the web you can do on mobile. -When you assign a company card to a member, you can update the import start date afterward to control which historical transactions are imported into Expensify. This is useful when you need to re-import older transactions or skip transactions that were already accounted for elsewhere. +This includes: ---- + - Searching expenses and reports + - Filtering spend data + - Viewing other members' expenses and reports + - Issuing company cards + - Updating Workspace settings -# FAQ +### View unassigned company cards -## Will my Expensify Classic data still work in New Expensify? +Workspace Admins can view all unassigned cards on a card feed at a glance, making it easier to find and assign cards to the right Workspace members. + +[Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). -Yes. Expenses, reports, Workspace settings, company card assignments, accounting connections, categories, and tags are shared across both experiences. Switching to New Expensify does not remove or reset your data. +### Amend the transaction start date on an assigned card at any time -## Where do I find these new features? +After assigning a company card to a member, you can update the transaction import start date to control which historical transactions are imported into Expensify. This is useful when you need to skip transactions that were already accounted for elsewhere. -Most of the improvements above live on the **Spend** tab or inside your **Workspace** settings. The articles linked above walk through where each one lives. +### Export to custom templates at the expense level -## Can I still use Expensify Classic? +All export templates support exports from both expenses and reports. This means you can export a single expense to any custom template without exporting the full report that contains it. + +--- + +# FAQ + +## Will my Expensify Classic data still work in New Expensify? -Yes, unless your Workspace Admin or domain admin requires New Expensify. New features and improvements are focused on New Expensify going forward. [Learn how to switch between New Expensify and Expensify Classic](/articles/new-expensify/settings/Switch-between-New-Expensify-and-Expensify-Classic). +Yes. Expenses, reports, Workspace settings, company card assignments, accounting connections, categories, and tags are shared across both experiences. ## Where can I see what's launching next? From 44eb3d064a7141c3158419ba8cc9ac5f6a4abbfc Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 29 May 2026 15:23:14 -1000 Subject: [PATCH 4/8] Rename Whats-New-and-Better-in-New-Expensify.md to Explore-what's-changed-in-New-Expensify.md --- ...ew-Expensify.md => Explore-what's-changed-in-New-Expensify.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/new-expensify/getting-started/{Whats-New-and-Better-in-New-Expensify.md => Explore-what's-changed-in-New-Expensify.md} (100%) diff --git a/docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md b/docs/articles/new-expensify/getting-started/Explore-what's-changed-in-New-Expensify.md similarity index 100% rename from docs/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify.md rename to docs/articles/new-expensify/getting-started/Explore-what's-changed-in-New-Expensify.md From e15928b2da0e0f60157930cbf758d8256a752891 Mon Sep 17 00:00:00 2001 From: "Stephanie Elliott (via MelvinBot)" Date: Sat, 30 May 2026 01:26:30 +0000 Subject: [PATCH 5/8] Fix: rename article filename to remove apostrophe and update internal links The spellcheck workflow's xargs call fails on the apostrophe in Explore-what's-changed-in-New-Expensify.md ("unmatched single quote"). Rename the file to Explore-whats-changed-in-New-Expensify.md and update the two migration guides to point to the corrected slug and display name. Co-authored-by: Stephanie Elliott --- ...g-from-Expensify-Classic-for-Submitters-and-Approvers.md | 4 ++-- .../Coming-from-Expensify-Classic-for-Workspace-Admins.md | 6 +++--- ...pensify.md => Explore-whats-changed-in-New-Expensify.md} | 0 3 files changed, 5 insertions(+), 5 deletions(-) rename docs/articles/new-expensify/getting-started/{Explore-what's-changed-in-New-Expensify.md => Explore-whats-changed-in-New-Expensify.md} (100%) diff --git a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md index 976dcce5aa75..920880a04b88 100644 --- a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md +++ b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md @@ -11,7 +11,7 @@ If you previously used Expensify Classic, many of the workflows you already know This guide explains where familiar features and workflows now live so you can get comfortable navigating New Expensify more confidently. -If you want to see what's new, what's better, and how to take advantage of it, see [What's New and Better in New Expensify](/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify). A few of the most popular improvements include **customizable, savable searches**, **full approver visibility into direct reports' activity in every status**, **expense-level commenting**, and **better Insights reporting**. +If you want to see what's new, what's better, and how to take advantage of it, see [Explore what's changed in New Expensify](/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify). A few of the most popular improvements include **customizable, savable searches**, **full approver visibility into direct reports' activity in every status**, **expense-level commenting**, and **better Insights reporting**. If you'd like a guided walkthrough of the New Expensify experience, explore the interactive product tours: - [Launch the New Expensify interactive tour for web](https://expensify.storylane.io/share/v9dr1rjqsd9y) @@ -81,7 +81,7 @@ For example, you can: These features help keep conversations, approvals, and expense activity together in one place. -For a full rundown of the most useful improvements available in New Expensify, see [What's New and Better in New Expensify](/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify). +For a full rundown of the most useful improvements available in New Expensify, see [Explore what's changed in New Expensify](/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify). ## How do I know what to do next in New Expensify? diff --git a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins.md b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins.md index 6e438f67d5d1..88e94f20adf4 100644 --- a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins.md +++ b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins.md @@ -13,7 +13,7 @@ New Expensify reorganizes these workflows into a more unified experience to make This guide explains where familiar Workspace workflows now happen in New Expensify and highlights new tools available to Workspace Admins. -If you want a curated tour of what's new, what's better, and how to take advantage of it as an admin, see [What's New and Better in New Expensify](/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify). A few of the most popular improvements for Workspace Admins include **customizable, savable searches**, **bulk paying reports**, **full approver visibility into direct reports' activity in every status**, **Workspace merchant rules**, **seeing unassigned company cards**, and **better Insights reporting**. +If you want a curated tour of what's new, what's better, and how to take advantage of it as an admin, see [Explore what's changed in New Expensify](/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify). A few of the most popular improvements for Workspace Admins include **customizable, savable searches**, **bulk paying reports**, **full approver visibility into direct reports' activity in every status**, **Workspace merchant rules**, **seeing unassigned company cards**, and **better Insights reporting**. If you'd like a guided walkthrough of common Workspace workflows in New Expensify, explore the interactive product tours: - [Launch the New Expensify interactive tour for web](https://expensify.storylane.io/share/qlgnexxbsdtp) @@ -56,7 +56,7 @@ Use the examples below to understand where common Expensify Classic workflows no New Expensify continues to introduce new Workspace management, automation, approval, and collaboration features for Workspace Admins. -For a curated walkthrough of the most useful improvements available today — including customizable and savable searches, bulk paying reports, Workspace merchant rules, visibility into unassigned company cards, and natural language expense editing with Concierge — see [What's New and Better in New Expensify](/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify). +For a curated walkthrough of the most useful improvements available today — including customizable and savable searches, bulk paying reports, Workspace merchant rules, visibility into unassigned company cards, and natural language expense editing with Concierge — see [Explore what's changed in New Expensify](/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify). Visit the [Expensify Product Updates blog](https://use.expensify.com/blog/category/Product+Updates) to stay up to date on the latest Workspace improvements and releases. @@ -78,7 +78,7 @@ For example, you can: These features help keep conversations, approvals, and expense activity together in one place. -For a full rundown of the most useful improvements available in New Expensify, see [What's New and Better in New Expensify](/articles/new-expensify/getting-started/Whats-New-and-Better-in-New-Expensify). +For a full rundown of the most useful improvements available in New Expensify, see [Explore what's changed in New Expensify](/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify). ## How do I know what to do next in New Expensify? diff --git a/docs/articles/new-expensify/getting-started/Explore-what's-changed-in-New-Expensify.md b/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md similarity index 100% rename from docs/articles/new-expensify/getting-started/Explore-what's-changed-in-New-Expensify.md rename to docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md From 177d17d335b75a8f25dde5f5e35f8aff36cc1ce4 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 29 May 2026 15:40:40 -1000 Subject: [PATCH 6/8] Update Explore-whats-changed-in-New-Expensify.md --- .../getting-started/Explore-whats-changed-in-New-Expensify.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md b/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md index 05e29b8e0138..ceebc4bdf393 100644 --- a/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md +++ b/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md @@ -77,7 +77,7 @@ Approvers can see their direct reports' expense reports in every status — not This makes it easier to: - Review draft reports before submission -- Follow up onoOutstanding reports +- Follow up on outstanding reports - Track reimbursement progress - Review historical activity From cf73f83d82ab085de2f008bb5d3aec530041916a Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 29 May 2026 15:45:10 -1000 Subject: [PATCH 7/8] Update Explore-whats-changed-in-New-Expensify.md --- .../getting-started/Explore-whats-changed-in-New-Expensify.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md b/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md index ceebc4bdf393..32ad4a0e8b7e 100644 --- a/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md +++ b/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md @@ -64,7 +64,7 @@ On mobile, you can create Distance expenses by plotting your start, stop, and wa [Learn how to create a map-based Distance expense](/articles/new-expensify/reports-and-expenses/Distance-Expenses#how-to-create-a-map-based-distance-expense-web-and-mobile). -## What workflows are improved in New Expensify? +## What workflows are improved in New Expensify ### Pay reports in bulk From 55af51afb20f0bd9297609e8d36fe3902cf4eb08 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 1 Jun 2026 10:03:57 -1000 Subject: [PATCH 8/8] Update Explore-whats-changed-in-New-Expensify.md --- .../Explore-whats-changed-in-New-Expensify.md | 14 +++++++------- 1 file changed, 7 insertions(+), 7 deletions(-) diff --git a/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md b/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md index 32ad4a0e8b7e..3501352c3963 100644 --- a/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md +++ b/docs/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify.md @@ -21,8 +21,8 @@ Search is much more powerful and customizable in New Expensify. Instead of worki You can: - - **Customize what you see.** Choose which columns appear in your search results. [Learn how to customize the Spend column view](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-customize-the-spend-column-view). - - **Build your own filters.** Filter by submitter, approver, category, tag, merchant, dates, status, card, accounting status, and many more. [Learn how to use advanced search operators to filter and analyze](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). +- **Customize what you see.** Choose which columns appear in your search results. [Learn how to customize the Spend column view](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-customize-the-spend-column-view). +- **Build your own filters.** Filter by submitter, approver, category, tag, merchant, dates, status, card, accounting status, and many more. [Learn how to use advanced search operators to filter and analyze](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). - **Save searches you run often.** Turn any filtered view into a saved search and reopen it with one click. [Learn how to save a search](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-save-a-search). - **Filter by exports.** Use the **Exported to** filter to find expenses exported during a specific date range or sent to a particular destination, such as an accounting integration or export template. [Learn more about accounting search shortcuts](/articles/new-expensify/reports-and-expenses/Accounting-Search-Shortcuts). @@ -89,11 +89,11 @@ Everything you can do on the web you can do on mobile. This includes: - - Searching expenses and reports - - Filtering spend data - - Viewing other members' expenses and reports - - Issuing company cards - - Updating Workspace settings +- Searching expenses and reports +- Filtering spend data +- Viewing other members' expenses and reports +- Issuing company cards +- Updating Workspace settings ### View unassigned company cards