From 5f1295a446b5cdc357168cf83d424ad30e9a8dde Mon Sep 17 00:00:00 2001
From: Joseph Kaufman <54866469+joekaufmanexpensify@users.noreply.github.com>
Date: Thu, 20 Nov 2025 12:35:00 -0500
Subject: [PATCH 1/8] Create Share-a-Business-Bank-Account.md

---
 .../Share-a-Business-Bank-Account.md          | 83 +++++++++++++++++++
 1 file changed, 83 insertions(+)
 create mode 100644 docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md

diff --git a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
new file mode 100644
index 000000000000..0068bd11eeee
--- /dev/null
+++ b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
@@ -0,0 +1,83 @@
+---
+title: How to share a business bank account in Expensify
+description: Workspace Admins can now share access to a business bank account with other admins — no need to set it up from scratch.
+keywords: share business bank account, reimbursements, Wallet, Workspace Admin, Settings > Wallet, pending validation, Expensify business bank
+---
+
+<div id="new-expensify" markdown="1">
+
+# How to share a business bank account in Expensify
+
+If you’ve already added a business bank account, you can share access to that account with other Workspace Admins. This eliminates the need to repeat the full setup process.
+
+## Who can share a business bank account in Expensify
+
+Only **Workspace Admins** can share an existing business bank account. You can only share accounts that have been verified. 
+
+## Where to find the business bank account sharing option
+
+Go to the navigation tabs and select **Settings > Wallet**. 
+
+## How to share a business bank account
+
+To share an existing account with other admins:
+
+1. Open **Settings > Wallet**.
+2. Click the **three-dot menu (⋮)** next to the bank account you want to share.
+3. Select **Share**.
+4. On the Share screen:
+   - You’ll see a list of eligible Workspace Admins across Workspaces you manage.
+5. Select the admins you want to share with, then click **Share**.
+6. You’ll see a confirmation screen once the share is successful.
+
+**Note:** You’ll only see Admins of workspaces where you’re also an admin in the list.
+
+![Open the wallet page]({{site.url}}/assets/images/Help-ShareBankAccount-1.png){:width="100%"}
+
+![Open the three dot menu next to the bank account and tap share]({{site.url}}/assets/images/Help-ShareBankAccount-2.png){:width="100%"}
+
+![Select the admins you want to share with]({{site.url}}/assets/images/Help-ShareBankAccount-3.png){:width="100%"}
+
+![Close the confirmation screen once the share is successful]({{site.url}}/assets/images/Help-ShareBankAccount-4.png){:width="100%"}
+
+---
+
+## What happens after you share the account
+
+- The shared-to admins will receive a Concierge message letting them know the account was shared.
+- They’ll now see the account in their **Wallet**.
+
+### For **US accounts**:
+- The shared account appears with an **Action required** badge.
+- The shared-to admin will need to **validate** the account by entering test transactions.
+- After validation, they can begin using it. 
+
+### For **non-US accounts**:
+- The shared account is ready to use immediately — no test transactions required.
+
+# FAQ
+
+## Why share a business bank account?
+
+Sharing saves time. You don’t have to redo the full verification process, and it makes it easier to:
+- Change the workspace payer
+- Set up new Workspaces
+- Enable reimbursements without delay
+
+## Can I share the same bank account with multiple admins?
+
+Yes. You can share a bank account with multiple admins at once. 
+
+## Why don’t I see the Share option?
+
+You’ll only see **Share** if the bank account is verified and there is at least one eligible Workspace Admin you haven’t shared with yet.
+
+## What if the other admin already has a copy of the account?
+
+If an admin already has access to the bank account, they won’t appear in the share list.
+
+## Can a shared admin share the bank account to others?
+
+Yes — once an admin has validated the account (if required), they can share the bank account with other admins. 
+
+</div>

From 39606cf9153fc599e9306b0d6c0d3107a39bed0f Mon Sep 17 00:00:00 2001
From: Joseph Kaufman <54866469+joekaufmanexpensify@users.noreply.github.com>
Date: Thu, 20 Nov 2025 13:05:46 -0500
Subject: [PATCH 2/8] Update Connect-a-Business-Bank-Account.md

---
 .../Connect-a-Business-Bank-Account.md        | 21 +++++++++++++------
 1 file changed, 15 insertions(+), 6 deletions(-)

diff --git a/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md b/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md
index 3108c3e6ee96..b557efcd1d5e 100644
--- a/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md
+++ b/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md
@@ -1,7 +1,7 @@
 ---
 title: Connect a Business Bank Account
 description: How to connect a business bank account to New Expensify in supported currencies (USD, CAD, GBP, EUR, AUD).
-keywords: [New Expensify, business bank account, verified business bank account, send reimbursement, micro transactions, test deposits, verification amounts, bank verification]
+keywords: [New Expensify, business bank account, verified business bank account, send reimbursement, micro transactions, test deposits, verification amounts, bank verification, share bank account, share business bank account]
 ---
 
 <div id="new-expensify" markdown="1">
@@ -16,15 +16,15 @@ Follow the steps below to connect your business bank account and enable payment
 
 ## Step 1: Enable Make or Track Payments
 
-1. Click **Workspaces** in the navigation tabs
+1. Click **Workspaces** in the navigation tabs.
 2. Navigate to **[Workspace Name] > More Features**.
 3. Click **Enable Workflows**.
 4. A **Workflows** setting will appear in the left-hand menu.
 5. Click **Workflows** and enable **Make or Track Payments**.
 
-![Workflows screen with Connect Bank Account button]({{site.url}}/assets/images/ExpensifyHelp_ConnectBankAccount_1_Light.png){:width="100%"}
+![Enable workflows from the more features page]({{site.url}}/assets/images/Help-ConnectBusinessBankAccount-1.png){:width="100%"}
 
-![Workflows screen with Connect Bank Account button]({{site.url}}/assets/images/ExpensifyHelp_ConnectBankAccount_2_Light.png){:width="100%"}
+![Workflows screen with Connect Bank Account button]({{site.url}}/assets/images/Help-ConnectBusinessBankAccount-2.png){:width="100%"}
 
 ---
 
@@ -34,6 +34,8 @@ Follow the steps below to connect your business bank account and enable payment
 2. Select either **Connect online with Plaid (preferred)** or **Connect manually**.
 3. Enter your bank details.
 
+**Note:** If your business bank account already exists in Expensify, an admin with access can **share it with you** — no need to complete the setup process again. [Learn how to share a business bank account](https://help.expensify.com/articles/new-expensify/settings/Share-a-Business-Bank-Account).
+
 ---
 
 ## Step 3: Verify your identity with a U.S.-issued photo ID
@@ -43,8 +45,8 @@ After entering your personal details, you’ll be prompted to complete identity
 2. Use your device to take a **selfie** and record a **short video** of yourself.
 
 **Your ID must be:**
-- Issued in the **US**.
-- Current (**expiration date must be in the future**).
+- Issued in the **US**
+- Current (**expiration date must be in the future**)
 
 ---
 
@@ -65,16 +67,22 @@ Add your company details, including:
    - If no individual owns **25% or more**, leave both boxes **unchecked**.
 2. Accept the agreement terms and verify that all details are **true and accurate**.
 
+---
+
 ## Step 6: Wait for documentation review
 
 In some cases, Concierge may request additional documents (e.g., business address verification or a bank letter). If this happens, Concierge will follow up directly.
 
+---
+
 ## Step 7: Watch for the test transaction message
 
 Once your account is nearly ready, you’ll see the message: **“Your bank account is almost set up!”**
 
 This means Expensify has sent **three test transactions** (usually arriving within 1–2 business days). You’ll need these to complete setup.
 
+---
+
 ## Step 8: Validate the test transactions
 
 1. Return to **Settings > Workspaces > [Workspace Name] > Workflows > Payments**.
@@ -135,3 +143,4 @@ Once completed, contact **Concierge** to re-trigger the microtransactions.
 ## Is my data safe?
 Yes! Expensify uses **bank-level security measures** and is **tested daily** by **McAfee**. Learn more about our security policies [here](https://help.expensify.com/articles/new-expensify/settings/Encryption-and-Data-Security).
 
+</div>

From d15050b2b42926ef55f1c60f1f7efecea344853b Mon Sep 17 00:00:00 2001
From: Joseph Kaufman <54866469+joekaufmanexpensify@users.noreply.github.com>
Date: Thu, 20 Nov 2025 13:16:17 -0500
Subject: [PATCH 3/8] Update Connect-a-Business-Bank-Account.md

---
 .../wallet-and-payments/Connect-a-Business-Bank-Account.md      | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md b/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md
index b557efcd1d5e..4bc142f64d17 100644
--- a/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md
+++ b/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md
@@ -34,7 +34,7 @@ Follow the steps below to connect your business bank account and enable payment
 2. Select either **Connect online with Plaid (preferred)** or **Connect manually**.
 3. Enter your bank details.
 
-**Note:** If your business bank account already exists in Expensify, an admin with access can **share it with you** — no need to complete the setup process again. [Learn how to share a business bank account](https://help.expensify.com/articles/new-expensify/settings/Share-a-Business-Bank-Account).
+**Note:** If your business bank account already exists in Expensify, an admin with access can **share it with you** — no need to complete the setup process again. [Learn how to share a business bank account](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account).
 
 ---
 

From c0c3d1567a4b91da591fcb8e27ab01b4a60d3ada Mon Sep 17 00:00:00 2001
From: Clara Jones <clara@expensify.com>
Date: Thu, 20 Nov 2025 13:48:04 -0800
Subject: [PATCH 4/8] [No QA] Update Share-a-Business-Bank-Account.md

Made some small copy changes to align with the style guide
---
 .../wallet-and-payments/Share-a-Business-Bank-Account.md  | 8 ++++----
 1 file changed, 4 insertions(+), 4 deletions(-)

diff --git a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
index 0068bd11eeee..ed390e4a970b 100644
--- a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
+++ b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
@@ -1,7 +1,7 @@
 ---
 title: How to share a business bank account in Expensify
 description: Workspace Admins can now share access to a business bank account with other admins — no need to set it up from scratch.
-keywords: share business bank account, reimbursements, Wallet, Workspace Admin, Settings > Wallet, pending validation, Expensify business bank
+keywords: [share business bank account, reimbursements, Wallet, Workspace Admin, Settings > Wallet, pending validation, Expensify business bank]
 ---
 
 <div id="new-expensify" markdown="1">
@@ -47,12 +47,12 @@ To share an existing account with other admins:
 - The shared-to admins will receive a Concierge message letting them know the account was shared.
 - They’ll now see the account in their **Wallet**.
 
-### For **US accounts**:
+**For US accounts:**
 - The shared account appears with an **Action required** badge.
 - The shared-to admin will need to **validate** the account by entering test transactions.
 - After validation, they can begin using it. 
 
-### For **non-US accounts**:
+**For non-US accounts:**
 - The shared account is ready to use immediately — no test transactions required.
 
 # FAQ
@@ -76,7 +76,7 @@ You’ll only see **Share** if the bank account is verified and there is at leas
 
 If an admin already has access to the bank account, they won’t appear in the share list.
 
-## Can a shared admin share the bank account to others?
+## Can a shared admin share the bank account with others?
 
 Yes — once an admin has validated the account (if required), they can share the bank account with other admins. 
 

From 6a76729d324de939d458364dabc1b60f2aa609a9 Mon Sep 17 00:00:00 2001
From: Clara Jones <clara@expensify.com>
Date: Thu, 20 Nov 2025 13:49:24 -0800
Subject: [PATCH 5/8] [No QA] Update Share-a-Business-Bank-Account.md

Updating title to be title case and same formatting/style as the "connect a bank account" article
---
 .../wallet-and-payments/Share-a-Business-Bank-Account.md        | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
index ed390e4a970b..5c98ad3c7e64 100644
--- a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
+++ b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
@@ -1,5 +1,5 @@
 ---
-title: How to share a business bank account in Expensify
+title: Share a Business Bank Account
 description: Workspace Admins can now share access to a business bank account with other admins — no need to set it up from scratch.
 keywords: [share business bank account, reimbursements, Wallet, Workspace Admin, Settings > Wallet, pending validation, Expensify business bank]
 ---

From 309d076dcab6df570963e95219d0d94bd26473b4 Mon Sep 17 00:00:00 2001
From: Joseph Kaufman <54866469+joekaufmanexpensify@users.noreply.github.com>
Date: Tue, 6 Jan 2026 09:12:24 -0500
Subject: [PATCH 6/8] Update Share-a-Business-Bank-Account.md

---
 .../wallet-and-payments/Share-a-Business-Bank-Account.md        | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
index 5c98ad3c7e64..2adb739417bd 100644
--- a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
+++ b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
@@ -6,7 +6,7 @@ keywords: [share business bank account, reimbursements, Wallet, Workspace Admin,
 
 <div id="new-expensify" markdown="1">
 
-# How to share a business bank account in Expensify
+# Sharing a business bank account in Expensify
 
 If you’ve already added a business bank account, you can share access to that account with other Workspace Admins. This eliminates the need to repeat the full setup process.
 

From 74ac0d2b110e2c8ee1ee6050ce3eb4cae5b58924 Mon Sep 17 00:00:00 2001
From: Joseph Kaufman <54866469+joekaufmanexpensify@users.noreply.github.com>
Date: Tue, 6 Jan 2026 09:14:27 -0500
Subject: [PATCH 7/8] Update Share-a-Business-Bank-Account.md

---
 .../wallet-and-payments/Share-a-Business-Bank-Account.md        | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
index 2adb739417bd..d3f52e842a1c 100644
--- a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
+++ b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
@@ -26,7 +26,7 @@ To share an existing account with other admins:
 2. Click the **three-dot menu (⋮)** next to the bank account you want to share.
 3. Select **Share**.
 4. On the Share screen:
-   - You’ll see a list of eligible Workspace Admins across Workspaces you manage.
+   - The list shows only Workspace Admins from workspaces where you also have admin access.
 5. Select the admins you want to share with, then click **Share**.
 6. You’ll see a confirmation screen once the share is successful.
 

From 450cbc872c5a94856215cb5779301acf924b90c3 Mon Sep 17 00:00:00 2001
From: Joseph Kaufman <54866469+joekaufmanexpensify@users.noreply.github.com>
Date: Tue, 6 Jan 2026 09:16:06 -0500
Subject: [PATCH 8/8] Update Share-a-Business-Bank-Account.md

---
 .../wallet-and-payments/Share-a-Business-Bank-Account.md        | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
index d3f52e842a1c..03ae3d212da5 100644
--- a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
+++ b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
@@ -42,7 +42,7 @@ To share an existing account with other admins:
 
 ---
 
-## What happens after you share the account
+## What happens after sharing a business bank account
 
 - The shared-to admins will receive a Concierge message letting them know the account was shared.
 - They’ll now see the account in their **Wallet**.
