diff --git a/docs/articles/new-expensify/wallet-and-payments/Pay-Expenses.md b/docs/articles/new-expensify/wallet-and-payments/Pay-Expenses.md new file mode 100644 index 000000000000..8bacec27a01b --- /dev/null +++ b/docs/articles/new-expensify/wallet-and-payments/Pay-Expenses.md @@ -0,0 +1,61 @@ +--- +title: How to Pay Expenses in New Expensify +description: Learn how to pay expenses submitted by employees, friends, or family using New Expensify. +keywords: [New Expensify, pay expenses, reimburse friends, personal payments, pay with Expensify, expense approval] +--- +
+ +Paying expenses in New Expensify is simple, whether you're reimbursing a teammate or sending money to a friend. Here's how to make payments from a connected bank account or your Expensify Wallet. + +--- + +# Pay Expenses Submitted to a Workspace +Before you can pay workspace expenses: + +- Connect a [business bank account](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account) +- The submitter must connect a [personal bank account](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Personal-Bank-Account) + +## How to Pay Workspace Expenses + +In the left-hand menu, select **Reports > Expense Reports** or follow the notification prompt. + +1. You'll receive an email, in-app notification, or text (if your contact method is a phone number). +2. Click or tap **Pay** to open the expense report in New Expensify. +3. Choose how to pay: + - **Pay with Expensify** – Use your connected business bank account. + - **Pay elsewhere** – Record that you paid outside Expensify. + +![Click Pay Button]({{site.url}}/assets/images/Reports_PayExpense_02.png){:width="100%"} + +--- + +# Paying Personal Expenses + +To send personal payments, you’ll need to [set up your Wallet](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Set-up-your-wallet). This feature is available for U.S. customers only. + +## How to Pay a Personal Expense + +In the left-hand menu, select **Reports > Expense Reports** or click on the notification you received. + +1. You'll be notified via email, in-app alert, or text when someone submits an expense to you. +2. Click or tap **Pay** to view the details. +3. Review the expense, then select your payment method: + - **Pay with Expensify** – Pay using your connected Wallet. + - **Pay elsewhere** – Mark the expense as paid outside Expensify. + +--- + +# FAQ + +## Once I pay an expense, how long does it take for the deposit to reach the submitter’s bank account? + +- If the payment is coming from a **personal bank account** and is under $100, it will process in one business day. +- If the payment is coming from a **business bank account** and the total withdrawal amount has not exceeded $10,000 in the last 24 hours, the payment will process in one business day. + +Otherwise, the payment will follow the standard bank transfer timeframe, and the recipient can expect to receive their payment within 4-5 business days. + +## Can I pay someone in another currency? + +You can record expenses in different currencies, but all payments are made to U.S.-based personal or business bank accounts. + +
diff --git a/docs/articles/new-expensify/wallet-and-payments/Pay-an-expense.md b/docs/articles/new-expensify/wallet-and-payments/Pay-an-expense.md deleted file mode 100644 index c238ff114ffa..000000000000 --- a/docs/articles/new-expensify/wallet-and-payments/Pay-an-expense.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Pay Expenses -description: Pay workspace expenses or expenses submitted by friends and family ---- -
- -# Pay expenses submitted to a workspace - -To pay expenses within Expensify, you’ll need to set up your [business bank account](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account). -The submitter must also connect a [personal bank account](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Personal-Bank-Account) to receive the payment. - -To pay an expense, -{% include selector.html values="desktop, mobile" %} -{% include option.html value="desktop" %} -1. You will receive an email and in-app notification prompting you to review and **Pay** the expense. If your default contact method is a phone number, you'll receive a text. -2. Click the **Pay** button on the notification to be directed to New Expensify. -3. Select a payment option. -- **Pay with Expensify** to pay the total expense within Expensify. Follow the prompt to pay with a [business bank account](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account). -- **Pay Elsewhere** to pay outside Expensify. -{% include end-option.html %} - -{% include option.html value="mobile" %} -1. When an employee sends you an expense, you will receive an email and in-app notification prompting you to review and **Pay** the expense. If your default contact method is a phone number, you'll receive a text. -2. Tap the **Pay** button on the notification to be directed to New Expensify. -3. Select a payment option. -- **Pay with Expensify** to pay the total expense within Expensify. Follow the prompt to pay with a [business bank account](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account). -- **Pay Elsewhere** to pay outside Expensify. -{% include end-option.html %} -{% include end-selector.html %} - -![Click Pay Button]({{site.url}}/assets/images/Reports_PayExpense_02.png){:width="100%"} - -# Pay back friends and family - -You'll need to [set up your wallet](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Set-up-your-wallet) to send and receive personal payments within Expensify. The wallet is currently available to customers in the US-only. - -To pay an expense, - -{% include selector.html values="desktop, mobile" %} -{% include option.html value="desktop" %} -1. You will receive an email or in-app notification when an individual sends you an expense. If your default contact method is a phone number, you'll receive a text. -2. Click the **Pay** button to be directed to New Expensify. -3. Review the expense details and click **Pay**. -4. Select a payment option. -- **Pay with Expensify** to pay the expense with your connected Wallet. -- **Pay Elsewhere** to pay outside Expensify. -{% include end-option.html %} - -{% include option.html value="mobile" %} -1. You will receive an email or in-app notification when an individual sends you an expense. If your default contact method is a phone number, you'll receive a text. -2. Tap the **Pay** button to be directed to New Expensify. -3. Review the expense details and tap **Pay**. -4. Select a payment option. -- **Pay with Expensify** to pay the expense with your connected Wallet. -- **Pay Elsewhere** to pay outside Expensify. -{% include end-option.html %} -{% include end-selector.html %} - -{% include faq-begin.md %} - -**Can I pay someone in another currency?** - -While you can record your expenses in different currencies, Expensify is configured to pay a U.S. personal or business bank account. - -{% include faq-end.md %} - -
diff --git a/docs/redirects.csv b/docs/redirects.csv index 80419a1ede93..ffacea5243ef 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -863,3 +863,4 @@ https://help.expensify.com/articles/new-expensify/reports-and-expenses/Distance- https://help.expensify.com/articles/new-expensify/travel/Expensify-Travel-demo-video,https://help.expensify.com/articles/expensify-classic/travel/Expensify-Travel-Tutorial https://help.expensify.com/articles/new-expensify/expensify-card/Check-Expensify-Card-limit,https://help.expensify.com/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features#view-your-smart-limit https://help.expensify.com/articles/new-expensify/expensify-card/Manage-Expensify-Cards,https://help.expensify.com/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card +https://help.expensify.com/articles/new-expensify/wallet-and-payments/Pay-an-expense,https://help.expensify.com/articles/new-expensify/wallet-and-payments/Pay-Expenses