[No QA] Help Site: Add "Explore-what's-changed-in-New-Expensify.md and update migration guides #92126
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| 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. | ||
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| # Explore what's changed in New Expensify | ||
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There was a problem hiding this comment. Missing required "How to..." heading: Per HELP_AUTHORING_GUIDELINES.md Section 6 (AI Retrieval Optimization Rules), every article must "Include at least one full 'How to...' heading using feature name." This article contains no |
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| 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. | ||
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There was a problem hiding this comment. Multi-workflow coverage: Per HELP_AUTHORING_GUIDELINES.md Section 1: "Solve one primary workflow only. If multiple workflows are detected, split into multiple articles." This article covers search, expense commenting, merchant rules, Concierge editing, Insights, mileage, bulk pay, approver visibility, mobile parity, company cards, card start dates, and export templates -- at least 12 distinct workflows. Consider splitting into focused articles (e.g., "What search improvements are available in New Expensify," "What expense collaboration features are available in New Expensify") or restructuring as a lightweight index that links out to dedicated articles rather than describing each workflow inline. |
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| 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). | ||
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| ## What new features are available in New Expensify | ||
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| ### Customizable searches and saved searches | ||
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There was a problem hiding this comment. Heading depth violation: All
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Note: Some headings like "Set merchant rules..." and "Pay reports in bulk" do start with verbs and may be acceptable once promoted to |
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| 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. | ||
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| You can: | ||
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| - **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). | ||
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| ### Comment on individual expenses | ||
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| You can comment directly on an expense to discuss questions, request receipts, or provide additional context without relying on separate email threads. | ||
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| [Learn how to manage expenses in a report](/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report). | ||
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| ### Set merchant rules in the Workspace | ||
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| Workspace Admins can define rules to automatically apply categories, tags, billable status, and reimbursable status whenever a specific merchant appears on an expense. | ||
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| [Learn how to configure Workspace merchant rules](/articles/new-expensify/workspaces/Workspace-Merchant-Rules). | ||
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| ### Edit expenses with natural language using Concierge | ||
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| You can ask Concierge to take action on expenses for you using natural language. | ||
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| For example: | ||
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| > Change the amount to $10 and set the description to work event. | ||
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| Concierge will update the expense for you. | ||
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| [Learn what the Expense Assistant can do](/articles/new-expensify/concierge-ai/Expense-Assistant). | ||
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| ### Interactive insights and reporting | ||
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| Insights allows you to analyze spending directly within Expensify. | ||
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| You can group expenses by person, category, merchant, tag, week, month, quarter, or year and visualize the results using bar, pie, and line charts. | ||
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| [Learn how to use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify). | ||
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| ### Create mileage expenses from a map on mobile | ||
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| On mobile, you can create Distance expenses by plotting your start, stop, and waypoints directly on a map instead of manually entering addresses. | ||
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| [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). | ||
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| ## What workflows are improved in New Expensify | ||
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| ### Pay reports in bulk | ||
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| 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). | ||
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| ### Full visibility for approvers | ||
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| Approvers can see their direct reports' expense reports in every status — not just the reports currently waiting for approval. | ||
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| This makes it easier to: | ||
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| - Review draft reports before submission | ||
| - Follow up on outstanding reports | ||
| - Track reimbursement progress | ||
| - Review historical activity | ||
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| [Learn more about report statuses and actions in New Expensify](/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions). | ||
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| ### Cross-platform consistency between web and mobile | ||
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| Everything you can do on the web you can do on mobile. | ||
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| This includes: | ||
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There was a problem hiding this comment. Inconsistent list indentation: Lines 91-95 have a leading space before the |
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| - Searching expenses and reports | ||
| - Filtering spend data | ||
| - Viewing other members' expenses and reports | ||
| - Issuing company cards | ||
| - Updating Workspace settings | ||
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| ### View unassigned company cards | ||
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| 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. | ||
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| [Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). | ||
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| ### Amend the transaction start date on an assigned card at any time | ||
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| 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. | ||
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| ### Export to custom templates at the expense level | ||
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| 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. | ||
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| # FAQ | ||
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| ## Will my Expensify Classic data still work in New Expensify? | ||
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| Yes. Expenses, reports, Workspace settings, company card assignments, accounting connections, categories, and tags are shared across both experiences. | ||
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| ## Where can I see what's launching next? | ||
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| 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. | ||
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Excessive cross-linking: Per HELP_AUTHORING_GUIDELINES.md Section 7 (Link Volume): "Limit cross-links to preserve topical clarity." This PR adds two links to the same "Explore what's changed" article in this file (lines 14 and 84). A single well-placed cross-link is sufficient. Consider keeping only the one here in the introduction and removing the duplicate at line 84.