From 281bc67d154b56ed78622664f20527334ddde9dd Mon Sep 17 00:00:00 2001
From: "Stephanie Elliott (via MelvinBot)" <infra+melvinbot@expensify.com>
Date: Sun, 26 Apr 2026 18:35:44 +0000
Subject: [PATCH 1/8] Add Coming from Expensify Classic migration guide

Draft help site article mapping Classic features to New Expensify equivalents,
per Expensify/Expensify#629165.

Co-authored-by: Stephanie Elliott <stephanieelliott@users.noreply.github.com>
---
 .../Coming-from-Expensify-Classic.md          | 86 +++++++++++++++++++
 1 file changed, 86 insertions(+)
 create mode 100644 docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.md

diff --git a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.md b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.md
new file mode 100644
index 000000000000..30d2c6993c2f
--- /dev/null
+++ b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.md
@@ -0,0 +1,86 @@
+---
+title: Coming from Expensify Classic
+description: Learn how familiar Expensify Classic features map to New Expensify so you can find what you need without contacting support.
+keywords: [Expensify Classic, migration, switch to New Expensify, coming from Classic, Classic to New Expensify, where did feature go, feature mapping, Classic equivalent]
+internalScope: Audience is all Expensify members transitioning from Expensify Classic to New Expensify. Covers mapping Classic concepts and features to their New Expensify equivalents. Does not cover detailed setup instructions for individual features or how to switch between Classic and New Expensify.
+---
+
+# Coming from Expensify Classic
+
+New Expensify reimagines expense management around real-time chat and collaboration. If you're used to Expensify Classic, this guide maps the features you already know to where they live in New Expensify so you can get up to speed quickly.
+
+---
+
+## How key concepts have changed in New Expensify
+
+Some familiar Expensify Classic concepts have been renamed or reorganized in New Expensify.
+
+| Classic concept | New Expensify equivalent | What changed |
+|---|---|---|
+| Reports | Individual expenses | Expenses are tracked individually rather than grouped into manual reports. Reports are auto-generated for approval. |
+| Policy | Workspace | Same functionality, renamed. |
+| Inbox (task list) | **Inbox** tab (chat-based) | Action items surface as chat messages instead of a task queue. |
+| Reports page | **Spend** tab | Where you find your expenses and financial activity. |
+| Settings > Policies | **Workspaces** tab | Workspace configuration moved to its own top-level navigation tab. |
+
+---
+
+## How to find Classic features in New Expensify
+
+Use the table below to locate familiar actions in New Expensify.
+
+| I want to... | In Classic | In New Expensify |
+|---|---|---|
+| Create an expense | Reports > New Report > Add Expense | Tap the green **Receipt** button or the **➕ Create** button > **Submit expense** |
+| Submit expenses for approval | Open report > Submit | Expenses submit through your workspace's approval flow |
+| Approve expenses | Inbox > Click report > Approve | **Inbox** tab > Open expense chat > **Approve** |
+| View my expenses | Reports tab | **Spend** tab |
+| Scan a receipt | SmartScan camera icon | Tap the green **Receipt** button |
+| Split a bill | Manual expense > Split | **➕ Create** button > **Split expense** (works in any chat) |
+| Configure workspace rules | Settings > Policies > [Policy] | **Workspaces** tab > [Workspace] > settings |
+| Set up categories or tags | Policy > Categories / Tags | **Workspaces** tab > [Workspace] > **Categories** or **Tags** |
+| Connect accounting software | Policy > Connections | **Workspaces** tab > [Workspace] > **Accounting** |
+| Manage company cards | Domain > Company Cards | **Workspaces** tab > [Workspace] > **Company cards** |
+| Chat with Concierge | Concierge chat | Concierge chat (find it in your chat list on the **Home** tab) |
+| Switch back to Classic | N/A | Tap your profile picture > **Troubleshoot** > **Switch to Expensify Classic** |
+
+<!-- SCREENSHOT:
+Suggestion: Show the New Expensify navigation tabs highlighting the Home, Inbox, Spend, Workspaces, and Account tabs
+Location: After the feature mapping table
+Purpose: Helps Classic users orient themselves in the new navigation layout
+-->
+
+---
+
+## What New Expensify features have no Classic equivalent
+
+New Expensify introduces capabilities that did not exist in Expensify Classic.
+
+- **Chat-first collaboration** — Comment directly on expenses, tag coworkers, and resolve questions in-thread instead of over email.
+- **Real-time updates** — See expense status changes live without refreshing.
+- **Split expenses in chat** — Split expenses with friends or coworkers directly in a conversation.
+- **Simplified navigation** — Five main tabs (**Home**, **Inbox**, **Spend**, **Workspaces**, **Account**) replace the Classic sidebar. Learn more about [Navigating New Expensify](/articles/new-expensify/getting-started/Navigating-New-Expensify).
+
+---
+
+# FAQ
+
+## Can I use both New Expensify and Expensify Classic?
+
+Yes. You can switch between them at any time unless your admin has disabled access to Expensify Classic. Learn how to [switch between New Expensify and Expensify Classic](/articles/new-expensify/settings/Switch-between-New-Expensify-and-Expensify-Classic).
+
+## Will my data carry over when I switch to New Expensify?
+
+Yes. Your expenses, reports, workspace settings, and integrations are shared across both versions. Nothing is lost by switching.
+
+## Do I have to use New Expensify?
+
+Your domain admin may require it. If you have the option, you can continue using Classic, but New Expensify is where all new features are being built.
+
+## Where are my old reports in New Expensify?
+
+Historical reports created in Classic are accessible in the **Spend** tab. The way expenses are organized looks different, but your data is all there.
+
+## What do I need to reconfigure as an admin?
+
+Most workspace settings carry over automatically. Review your workspace under the **Workspaces** tab to confirm categories, tags, approval workflows, and accounting connections are intact.

From 4b8602ce48bf788731ab18fc7729ad7c52123b59 Mon Sep 17 00:00:00 2001
From: "Stephanie Elliott (via MelvinBot)" <infra+melvinbot@expensify.com>
Date: Sun, 26 Apr 2026 18:40:12 +0000
Subject: [PATCH 2/8] Add 'reimagines' to cspell dictionary

Co-authored-by: Stephanie Elliott <stephanieelliott@users.noreply.github.com>
---
 cspell.json | 1 +
 1 file changed, 1 insertion(+)

diff --git a/cspell.json b/cspell.json
index f8a27db58de0..748b4dfbe818 100644
--- a/cspell.json
+++ b/cspell.json
@@ -614,6 +614,7 @@
         "REDIRECTURI",
         "regexpu",
         "reimagination",
+        "reimagines",
         "Reimb",
         "reimbursability",
         "Reimbursability",

From 5cf38a3eb29a873884695fd307fd4ec71751184e Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Mon, 11 May 2026 22:19:13 -0700
Subject: [PATCH 3/8] Update Coming-from-Expensify-Classic.md

---
 .../Coming-from-Expensify-Classic.md          | 73 +++++++++----------
 1 file changed, 35 insertions(+), 38 deletions(-)

diff --git a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.md b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.md
index 30d2c6993c2f..94c43713ec1d 100644
--- a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.md
+++ b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.md
@@ -1,65 +1,62 @@
 ---
 title: Coming from Expensify Classic
-description: Learn how familiar Expensify Classic features map to New Expensify so you can find what you need without contacting support.
-keywords: [Expensify Classic, migration, switch to New Expensify, coming from Classic, Classic to New Expensify, where did feature go, feature mapping, Classic equivalent]
-internalScope: Audience is all Expensify members transitioning from Expensify Classic to New Expensify. Covers mapping Classic concepts and features to their New Expensify equivalents. Does not cover detailed setup instructions for individual features or how to switch between Classic and New Expensify.
+description: Learn where familiar Expensify Classic features live in New Expensify so you can quickly adjust to the new navigation and workflows.
+keywords: [Expensify Classic, New Expensify, Classic to New Expensify, migration guide, where did feature go, feature mapping, switching from Classic]
+internalScope: Audience is all Expensify members transitioning from Expensify Classic to New Expensify. Covers how Classic concepts, navigation, and workflows map to New Expensify. Does not cover detailed setup instructions for individual features or how to permanently enable or disable either experience.
 ---
 
 # Coming from Expensify Classic
 
-New Expensify reimagines expense management around real-time chat and collaboration. If you're used to Expensify Classic, this guide maps the features you already know to where they live in New Expensify so you can get up to speed quickly.
+New Expensify reorganizes expense management around chat, collaboration, automation, and real-time workflows. If you're used to Expensify Classic, this guide shows where familiar features, tasks, and settings now live so you can get comfortable navigating New Expensify quickly.
+
 
 ---
 
 ## How key concepts have changed in New Expensify
 
-Some familiar Expensify Classic concepts have been renamed or reorganized in New Expensify.
+Some familiar Expensify Classic concepts have been reorganized in New Expensify to reduce navigation and make important actions easier to find.
+
+Instead of separating tasks, expenses, reports, and conversations across multiple pages, New Expensify brings related activity together into more centralized workflows.
 
-| Classic concept | New Expensify equivalent | What changed |
+| Expensify Classic | New Expensify | What changed |
 |---|---|---|
-| Reports | Individual expenses | Expenses are tracked individually rather than grouped into manual reports. Reports are auto-generated for approval. |
-| Policy | Workspace | Same functionality, renamed. |
-| Inbox (task list) | **Inbox** tab (chat-based) | Action items surface as chat messages instead of a task queue. |
-| Reports page | **Spend** tab | Where you find your expenses and financial activity. |
-| Settings > Policies | **Workspaces** tab | Workspace configuration moved to its own top-level navigation tab. |
+| **Reports** tab and **Expenses** tab | **Spend** tab | Expenses and reports now live together on the **Spend** tab. Use filters to switch between expenses, reports, reimbursements, card transactions, and other financial activity. The **Spend** tab also includes advanced search filters, pre-built reports, and custom saved reports. |
+| Inbox task list | **Home** tab and **Spend** tab | Tasks are now consolidated on the **Home** tab, with items requiring action surfaced automatically. Spend-related actions also appear directly on the **Spend** tab so you can review and take action in the same workflow. |
+| System alerts and operational issues | **Home** tab | Time-sensitive issues like broken bank connections, failed reimbursements, export errors, and other important alerts are surfaced directly on the **Home** tab so they can be resolved quickly. |
+| Separate navigation areas | Unified navigation tabs | New Expensify uses persistent navigation tabs for **Home**, **Inbox**, **Spend**, **Workspaces**, and **Account** so common actions are easier to access from anywhere in the app. |
+| Manual navigation and menu hunting | Concierge-assisted workflows | Instead of remembering where features live, you can ask Concierge questions, get guidance, or have Concierge help complete actions for you directly inside Expensify. |
 
 ---
 
-## How to find Classic features in New Expensify
+## How to find familiar Expensify Classic features in New Expensify
 
-Use the table below to locate familiar actions in New Expensify.
+Use the table below to understand how common Expensify Classic actions work in New Expensify.
 
-| I want to... | In Classic | In New Expensify |
+| I want to... | In New Expensify | You can also... |
 |---|---|---|
-| Create an expense | Reports > New Report > Add Expense | Tap the green **Receipt** button or the **➕ Create** button > **Submit expense** |
-| Submit expenses for approval | Open report > Submit | Expenses submit through your workspace's approval flow |
-| Approve expenses | Inbox > Click report > Approve | **Inbox** tab > Open expense chat > **Approve** |
-| View my expenses | Reports tab | **Spend** tab |
-| Scan a receipt | SmartScan camera icon | Tap the green **Receipt** button |
-| Split a bill | Manual expense > Split | **➕ Create** button > **Split expense** (works in any chat) |
-| Configure workspace rules | Settings > Policies > [Policy] | **Workspaces** tab > [Workspace] > settings |
-| Set up categories or tags | Policy > Categories / Tags | **Workspaces** tab > [Workspace] > **Categories** or **Tags** |
-| Connect accounting software | Policy > Connections | **Workspaces** tab > [Workspace] > **Accounting** |
-| Manage company cards | Domain > Company Cards | **Workspaces** tab > [Workspace] > **Company cards** |
-| Chat with Concierge | Concierge chat | Concierge chat (find it in your chat list on the **Home** tab) |
-| Switch back to Classic | N/A | Tap your profile picture > **Troubleshoot** > **Switch to Expensify Classic** |
-
-<!-- SCREENSHOT:
-Suggestion: Show the New Expensify navigation tabs highlighting the Home, Inbox, Spend, Workspaces, and Account tabs
-Location: After the feature mapping table
-Purpose: Helps Classic users orient themselves in the new navigation layout
--->
+| Create an expense | Tap the green **Receipt** button or select the **➕ Create** button > **Submit expense** | Ask Concierge to help create, edit, or categorize expenses for you. Learn what actions Concierge can take on [expenses](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do#what-actions-concierge-can-take-on-expenses). |
+| Submit a report | Open expenses are automatically grouped into reports for approval and reimbursement based on your workspace workflow | Ask Concierge to help submit reports for you. Learn what actions Concierge can take on [reports](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do#what-actions-concierge-can-take-on-reports). |
+| Approve reports | On the **Spend** tab, select the **Needs approval** filter to review reports requiring action | Review approval requests directly from highlighted tasks on the **Home** tab. |
+| View my expenses and reports | Open the **Spend** tab and use filters to switch between **Expenses** and **Reports** | Apply advanced filters, create saved searches, and use custom reporting views. Learn how to use [advanced search operators to filter and analyze expenses](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). |
+| Scan a receipt | Tap the green **Receipt** button | Drag and drop up to 30 receipts anywhere on the **Home** or **Spend** tab. Learn how to [bulk upload multiple receipts](/articles/new-expensify/reports-and-expenses/Create-an-Expense#how-to-bulk-upload-multiple-receipts-web-only). |
+| Split an expense | Open an expense, then select the three dots **(⋮)** > **Split expense** | Split expenses evenly, by percentage, or by custom amounts. Learn how to [split expenses](/articles/new-expensify/reports-and-expenses/Split-Expenses). |
+| Chat with Concierge | Select the **Concierge** icon in the upper-right corner | Ask Concierge questions directly inside expenses, reports, or chats while you work. Learn more about the [Concierge support agent](/articles/new-expensify/concierge-ai/Support-Agent#where-to-find-concierge-support-agent). |
 
 ---
 
-## What New Expensify features have no Classic equivalent
+## What gets easier in New Expensify
+
+New Expensify introduces several workflow improvements and collaboration tools that were not available in Expensify Classic.
+
+- **Concierge intelligence** — In Expensify Classic, you usually had to remember where features lived and navigate there manually. In New Expensify, Concierge can answer questions, guide you to the right workflow, or help complete actions directly inside the app. Learn what [Concierge can do](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do).
+
+- **Chat-first collaboration** — Discuss expenses and reports directly in conversation threads, tag coworkers, resolve questions faster, and keep communication connected to the related financial activity instead of switching between tools and email.
+
+- **Consistent web and mobile experience** — Web and mobile use the same navigation structure and support the same core workflows, making it easier to move between devices. Learn how to [navigate New Expensify on web and mobile](/articles/new-expensify/getting-started/Navigating-New-Expensify).
 
-New Expensify introduces capabilities that did not exist in Expensify Classic.
+- **Split expenses directly in chat** — Split expenses with coworkers or friends directly inside conversations without needing to create separate workflows first. Learn how to [split an expense in Expensify Chat](/articles/new-expensify/reports-and-expenses/Create-an-Expense#how-to-send-a-split-expense-in-expensify-chat).
 
-- **Chat-first collaboration** — Comment directly on expenses, tag coworkers, and resolve questions in-thread instead of over email.
-- **Real-time updates** — See expense status changes live without refreshing.
-- **Split expenses in chat** — Split expenses with friends or coworkers directly in a conversation.
-- **Simplified navigation** — Five main tabs (**Home**, **Inbox**, **Spend**, **Workspaces**, **Account**) replace the Classic sidebar. Learn more about [Navigating New Expensify](/articles/new-expensify/getting-started/Navigating-New-Expensify).
+- **Powerful search and analytics 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).
 
 ---
 

From 1634c2e82be5829e021c7271a6a9c8aae5cd39e4 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Mon, 18 May 2026 20:02:37 -0700
Subject: [PATCH 4/8] Update and rename Coming-from-Expensify-Classic.md to
 Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md

---
 ...fy-Classic-for-Submitters-and-Approvers.md | 84 +++++++++++++++++++
 .../Coming-from-Expensify-Classic.md          | 83 ------------------
 2 files changed, 84 insertions(+), 83 deletions(-)
 create mode 100644 docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md
 delete mode 100644 docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.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
new file mode 100644
index 000000000000..e3feb95d9892
--- /dev/null
+++ b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md
@@ -0,0 +1,84 @@
+---
+title: Coming from Expensify Classic for Submitters and Approvers
+description: Learn how familiar Expensify Classic workflows, reports, and settings work in New Expensify so you can confidently navigate the updated experience.
+keywords: [Expensify Classic, New Expensify, Classic to New Expensify, migration guide, reports in New Expensify, switching from Classic]
+internalScope: Audience is all Expensify members transitioning from Expensify Classic to New Expensify. Covers how familiar workflows, navigation, and concepts work in New Expensify. Does not cover admin workflows or how to configire individual features. 
+---
+
+# Coming from Expensify Classic for Submitters and Approvers 
+
+If you previously used Expensify Classic, many of the workflows you already know — including expenses, reports, approvals, and reimbursements — still work similarly in New Expensify. New Expensify reorganizes these workflows into a more unified experience to make collaboration easier and help you complete common tasks faster.
+
+This guide explains where familiar features and workflows now live so you can get comfortable navigating New Expensify more confidently.
+
+---
+
+## How familiar workflows work in New Expensify
+
+Many core Expensify concepts stay the same in New Expensify, but the navigation and organization are more centralized. New Expensify keeps related activity together so you can take action without switching between multiple workflows.
+
+| In Expensify Classic | In New Expensify | What changed |
+|---|---|---|
+| **Reports** tab and **Expenses** tab | **Spend** tab | Expenses, reports, reimbursements, and card activity now appear together on the **Spend** tab. Use views and filters to switch between different workflows while keeping related activity in one place. |
+| Inbox task list | **For you** section on the **Home** tab | Items that need your attention are surfaced automatically on the **Home** tab. The **For you** section highlights reports that need your attention, including reports to submit, approve, or pay. |
+| System alerts and operational issues | **Time sensitive** section on the **Home** tab | Important issues like failed reimbursements and broken bank connections are highlighted directly in the **Time sensitive** section so they are easier to find and resolve quickly. |
+| Manual navigation and menu hunting | Concierge-assisted workflows | Instead of remembering where features live, you can ask Concierge questions, get guidance, or have Concierge help complete actions for you directly inside Expensify. |
+
+---
+
+## How to complete familiar Expensify Classic tasks in New Expensify
+
+Use the examples below to understand where common Expensify Classic workflows now happen in New Expensify.
+
+| I want to... | In New Expensify | You can also... |
+|---|---|---|
+| Create an expense | Tap the green **Receipt** button to create an expense by scanning, uploading, or entering receipt details manually. | Ask Concierge to help create, edit, or categorize expenses for you. Learn what actions Concierge can take on [expenses](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do#what-actions-concierge-can-take-on-expenses). |
+| Submit my report | Open the **Spend** tab and apply the **Drafts** filter to review reports that are ready to submit. Select **Submit** next to the report to send it through your Workspace approval workflow. | Ask Concierge to submit reports for you. Learn what actions Concierge can take on [reports](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do#what-actions-concierge-can-take-on-reports). |
+| Approve reports | Open the **Spend** tab and apply the **Needs approval** filter to review reports awaiting approval. Select **Approve** next to the report to send it to the next step in your Workspace approval workflow. | Review approval requests directly from highlighted tasks on the **Home** tab. |
+| View expenses and reports | Open the **Spend** tab and switch between the **Expenses** and **Reports** views to review expenses and reports in one place. Apply filters like `from:me` to focus on your own expenses and reports. | Apply advanced filters, create saved searches, and use custom reporting views. Learn how to use [advanced search operators to filter and analyze expenses](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). |
+| Split an expense | Within the expense, select the three dots **(⋮)** and choose **Split expense**. | Split expenses evenly, by percentage, or by custom amounts. Learn how to [split expenses](/articles/new-expensify/reports-and-expenses/Split-Expenses). |
+| Chat with Concierge | Select the **Concierge** icon in the upper-right corner | Ask questions directly inside expenses, reports, or chats while you work. Learn more about the [Concierge support agent](/articles/new-expensify/concierge-ai/Support-Agent#where-to-find-concierge-support-agent). |
+
+---
+
+## How common workflows become easier in New Expensify
+
+New Expensify introduces several workflow and collaboration improvements while still supporting the core expense management workflows familiar to Expensify Classic members.
+
+- **Connected conversations and expenses** — Discussions, approvals, receipts, and expense activity stay together in the same workflow so you can resolve questions and complete tasks without switching between tools or email threads.
+
+- **Fewer navigation steps** — Related actions are grouped together across the **Home** and **Spend** tabs so common tasks are easier to find and complete.
+
+- **Concierge-assisted workflows** — Instead of manually searching for settings or workflows, Concierge can answer questions, guide you to the correct feature, and help complete actions directly inside Expensify. Learn what [Concierge can do](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do).
+
+- **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).
+
+---
+
+# FAQ
+
+## Can I use both New Expensify and Expensify Classic?
+
+Yes. You can switch between them unless your admin has disabled access to Expensify Classic. Learn how to [switch between New Expensify and Expensify Classic](/articles/new-expensify/settings/Switch-between-New-Expensify-and-Expensify-Classic).
+
+## Will my data carry over when I switch to New Expensify?
+
+Yes. Expenses, reports, Workspace settings, and integrations are shared across both experiences. Switching to New Expensify does not remove or reset your data.
+
+## Do I still use reports in New Expensify?
+
+Yes. Reports still organize expenses for workflows like approvals, reimbursement, and tracking. In New Expensify, reports and expenses are managed together through the **Spend** tab.
+
+## Where are my old reports in New Expensify?
+
+Historical reports created in Expensify Classic are available in the **Spend** tab. The organization looks different, but your existing data and workflows remain available.
+
+## Do I have to use New Expensify?
+
+Your domain admin may require it. If your account still supports both experiences, you can continue using Expensify Classic, although new features and workflow improvements are focused on New Expensify.
+
+## What do I need to review as a Workspace Admin?
+
+Most Workspace settings and workflows carry over automatically. Open the **Workspaces** tab to review categories, tags, approval workflows, reimbursements, and accounting connections after switching.
diff --git a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.md b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.md
deleted file mode 100644
index 94c43713ec1d..000000000000
--- a/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic.md
+++ /dev/null
@@ -1,83 +0,0 @@
----
-title: Coming from Expensify Classic
-description: Learn where familiar Expensify Classic features live in New Expensify so you can quickly adjust to the new navigation and workflows.
-keywords: [Expensify Classic, New Expensify, Classic to New Expensify, migration guide, where did feature go, feature mapping, switching from Classic]
-internalScope: Audience is all Expensify members transitioning from Expensify Classic to New Expensify. Covers how Classic concepts, navigation, and workflows map to New Expensify. Does not cover detailed setup instructions for individual features or how to permanently enable or disable either experience.
----
-
-# Coming from Expensify Classic
-
-New Expensify reorganizes expense management around chat, collaboration, automation, and real-time workflows. If you're used to Expensify Classic, this guide shows where familiar features, tasks, and settings now live so you can get comfortable navigating New Expensify quickly.
-
-
----
-
-## How key concepts have changed in New Expensify
-
-Some familiar Expensify Classic concepts have been reorganized in New Expensify to reduce navigation and make important actions easier to find.
-
-Instead of separating tasks, expenses, reports, and conversations across multiple pages, New Expensify brings related activity together into more centralized workflows.
-
-| Expensify Classic | New Expensify | What changed |
-|---|---|---|
-| **Reports** tab and **Expenses** tab | **Spend** tab | Expenses and reports now live together on the **Spend** tab. Use filters to switch between expenses, reports, reimbursements, card transactions, and other financial activity. The **Spend** tab also includes advanced search filters, pre-built reports, and custom saved reports. |
-| Inbox task list | **Home** tab and **Spend** tab | Tasks are now consolidated on the **Home** tab, with items requiring action surfaced automatically. Spend-related actions also appear directly on the **Spend** tab so you can review and take action in the same workflow. |
-| System alerts and operational issues | **Home** tab | Time-sensitive issues like broken bank connections, failed reimbursements, export errors, and other important alerts are surfaced directly on the **Home** tab so they can be resolved quickly. |
-| Separate navigation areas | Unified navigation tabs | New Expensify uses persistent navigation tabs for **Home**, **Inbox**, **Spend**, **Workspaces**, and **Account** so common actions are easier to access from anywhere in the app. |
-| Manual navigation and menu hunting | Concierge-assisted workflows | Instead of remembering where features live, you can ask Concierge questions, get guidance, or have Concierge help complete actions for you directly inside Expensify. |
-
----
-
-## How to find familiar Expensify Classic features in New Expensify
-
-Use the table below to understand how common Expensify Classic actions work in New Expensify.
-
-| I want to... | In New Expensify | You can also... |
-|---|---|---|
-| Create an expense | Tap the green **Receipt** button or select the **➕ Create** button > **Submit expense** | Ask Concierge to help create, edit, or categorize expenses for you. Learn what actions Concierge can take on [expenses](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do#what-actions-concierge-can-take-on-expenses). |
-| Submit a report | Open expenses are automatically grouped into reports for approval and reimbursement based on your workspace workflow | Ask Concierge to help submit reports for you. Learn what actions Concierge can take on [reports](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do#what-actions-concierge-can-take-on-reports). |
-| Approve reports | On the **Spend** tab, select the **Needs approval** filter to review reports requiring action | Review approval requests directly from highlighted tasks on the **Home** tab. |
-| View my expenses and reports | Open the **Spend** tab and use filters to switch between **Expenses** and **Reports** | Apply advanced filters, create saved searches, and use custom reporting views. Learn how to use [advanced search operators to filter and analyze expenses](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). |
-| Scan a receipt | Tap the green **Receipt** button | Drag and drop up to 30 receipts anywhere on the **Home** or **Spend** tab. Learn how to [bulk upload multiple receipts](/articles/new-expensify/reports-and-expenses/Create-an-Expense#how-to-bulk-upload-multiple-receipts-web-only). |
-| Split an expense | Open an expense, then select the three dots **(⋮)** > **Split expense** | Split expenses evenly, by percentage, or by custom amounts. Learn how to [split expenses](/articles/new-expensify/reports-and-expenses/Split-Expenses). |
-| Chat with Concierge | Select the **Concierge** icon in the upper-right corner | Ask Concierge questions directly inside expenses, reports, or chats while you work. Learn more about the [Concierge support agent](/articles/new-expensify/concierge-ai/Support-Agent#where-to-find-concierge-support-agent). |
-
----
-
-## What gets easier in New Expensify
-
-New Expensify introduces several workflow improvements and collaboration tools that were not available in Expensify Classic.
-
-- **Concierge intelligence** — In Expensify Classic, you usually had to remember where features lived and navigate there manually. In New Expensify, Concierge can answer questions, guide you to the right workflow, or help complete actions directly inside the app. Learn what [Concierge can do](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do).
-
-- **Chat-first collaboration** — Discuss expenses and reports directly in conversation threads, tag coworkers, resolve questions faster, and keep communication connected to the related financial activity instead of switching between tools and email.
-
-- **Consistent web and mobile experience** — Web and mobile use the same navigation structure and support the same core workflows, making it easier to move between devices. Learn how to [navigate New Expensify on web and mobile](/articles/new-expensify/getting-started/Navigating-New-Expensify).
-
-- **Split expenses directly in chat** — Split expenses with coworkers or friends directly inside conversations without needing to create separate workflows first. Learn how to [split an expense in Expensify Chat](/articles/new-expensify/reports-and-expenses/Create-an-Expense#how-to-send-a-split-expense-in-expensify-chat).
-
-- **Powerful search and analytics 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).
-
----
-
-# FAQ
-
-## Can I use both New Expensify and Expensify Classic?
-
-Yes. You can switch between them at any time unless your admin has disabled access to Expensify Classic. Learn how to [switch between New Expensify and Expensify Classic](/articles/new-expensify/settings/Switch-between-New-Expensify-and-Expensify-Classic).
-
-## Will my data carry over when I switch to New Expensify?
-
-Yes. Your expenses, reports, workspace settings, and integrations are shared across both versions. Nothing is lost by switching.
-
-## Do I have to use New Expensify?
-
-Your domain admin may require it. If you have the option, you can continue using Classic, but New Expensify is where all new features are being built.
-
-## Where are my old reports in New Expensify?
-
-Historical reports created in Classic are accessible in the **Spend** tab. The way expenses are organized looks different, but your data is all there.
-
-## What do I need to reconfigure as an admin?
-
-Most workspace settings carry over automatically. Review your workspace under the **Workspaces** tab to confirm categories, tags, approval workflows, and accounting connections are intact.

From 85831e35e64cc76301f74b46867c745ee4ffa9df Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Mon, 18 May 2026 20:04:09 -0700
Subject: [PATCH 5/8] Create guide for Workspace Admins migrating to New
 Expensify

Added a guide for Workspace Admins transitioning from Expensify Classic to New Expensify, detailing changes in workflows and features.
---
 ...-Expensify-Classic-for-Workspace-Admins.md | 79 +++++++++++++++++++
 1 file changed, 79 insertions(+)
 create mode 100644 docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins.md

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
new file mode 100644
index 000000000000..38514e4813b2
--- /dev/null
+++ b/docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins.md
@@ -0,0 +1,79 @@
+---
+title: Coming from Expensify Classic for Workspace Admins
+description: Learn how familiar Workspace management, approval, reimbursement, company card, and policy workflows work in New Expensify.
+keywords: [Expensify Classic admin, New Expensify Workspace Admin, company cards, approval workflows, Workspace rules, migration guide]
+internalScope: Audience is Workspace Admins transitioning from Expensify Classic to New Expensify. Covers how familiar Workspace management, approvals, reimbursements, company cards, and policy workflows work in New Expensify. Does not cover Workspace setup or troubleshooting workflows.
+---
+
+# Coming from Expensify Classic for Workspace Admins
+
+If you previously managed Workspaces in Expensify Classic, many of the administrative workflows you already know — including approvals, reimbursements, company cards, and member management — still work similarly in New Expensify.
+
+New Expensify reorganizes these workflows into a more unified experience to make collaboration easier and help you complete common tasks faster.
+
+This guide explains how familiar workflows work in New Expensify and highlights new features available to Workspace Admins.
+
+---
+
+## How Workspace management works differently in New Expensify
+
+Many administrative workflows remain familiar in New Expensify, but Workspace management is more centralized and configurable.
+
+| In Expensify Classic | In New Expensify | What changed |
+|---|---|---|
+| Workspace features visible by default | Individually enabled Workspace features | Within a Workspace, features can be enabled or disabled individually through **More features** to show only the tools and workflows your team actively uses. |
+| Company cards managed at the domain level | Company Cards managed within a Workspace | Within a Workspace, **Company Cards** can be enabled to assign and manage company cards for Workspace members without switching to separate domain-level settings. |
+| Separate communication workflows | Chat directly inside expenses and reports | Workspace Admins and approvers can ask questions, request missing information, and discuss expenses directly within the expense workflow. |
+| No shared admin collaboration space | Dedicated `#admins` chat for each Workspace | Every Workspace includes an `#admins` room where admins can collaborate in real time and review Workspace setting changes and administrative activity. |
+| Limited automated expense controls | Advanced Workspace rules and automation | Workspace Admins can configure detailed expense rules through **Rules** within the Workspace to enforce company policies, automate coding, restrict expense types, and more. |
+
+---
+
+## How to complete familiar Workspace Admin tasks in New Expensify
+
+Use the examples below to understand where common Expensify Classic workflows now happen in New Expensify.
+
+| I want to... | In New Expensify | Learn more |
+|---|---|---|
+| Fix a broken company card connection | Open the **Home** tab and review the **For you** section. Select **Fix** next to the connection that needs attention. | [Learn how to fix a broken company card feed connection](/articles/new-expensify/connect-credit-cards/Fix-a-Broken-Company-Card-Feed-Connection). |
+| Assign company cards | Within your Workspace, select **Company Cards**, then select **Assign** next to the card you want to assign. | [Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). |
+| Approve reports | Open the **Spend** tab and apply the **Needs approval** filter to review reports awaiting approval. Select **Approve** next to the report to send it to the next step in your Workspace approval workflow. | [Learn how to approve reports](/articles/new-expensify/reports-and-expenses/Approve-Expenses). |
+| Reimburse reports | Open the **Spend** tab and apply the **Ready to pay** filter to review reports ready to reimburse. Select **Pay** next to the report to reimburse it. | [Learn how to pay reports](/articles/new-expensify/wallet-and-payments/Pay-Expenses). |
+| Search for expenses and reports | Open the **Spend** tab and use filters and search operators to find expenses, reports, reimbursements, and company card activity. | [Learn how to use advanced search operators](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). |
+| Configure expense rules | Within your Workspace, select **Rules** to configure expense restrictions, receipt requirements, company card enforcement, and automated coding rules. | [Learn how to configure Workspace rules](/articles/new-expensify/workspaces/Workspace-Rules). |
+
+---
+
+## How Workspace management continues to improve in New Expensify
+
+New Expensify continues to introduce new Workspace management, automation, approval, and collaboration features for Workspace Admins.
+
+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.
+
+---
+
+# FAQ
+
+## Do Workspace approval workflows still work the same way in New Expensify?
+
+Yes. Reports still move through your Workspace approval workflow, including approvals, reimbursements, and policy enforcement. New Expensify mainly changes how these workflows are organized and managed.
+
+## Do I still use reports in New Expensify?
+
+Yes. Reports continue to organize expenses for approval, reimbursement, company card reconciliation, and tracking workflows. In New Expensify, reports and expenses are managed together through the **Spend** tab.
+
+## Will my Workspace settings carry over to New Expensify?
+
+Yes. Workspace settings, approval workflows, company cards, accounting integrations, categories, tags, and reimbursement workflows continue to work in New Expensify.
+
+## Will my data carry over when I switch to New Expensify?
+
+Yes. Expenses, reports, Workspace settings, and integrations are shared across both experiences. Switching to New Expensify does not remove or reset your data.
+
+## Where are my old reports in New Expensify?
+
+Historical reports created in Expensify Classic are available in the **Spend** tab. The organization looks different, but your existing data and workflows remain available.
+
+## Is there a guide for New Expensify that I can share with workspace members?
+
+Yes. Report submitters and approvers transitioning from Expensify Classic can use the [Coming from Expensify Classic for Submitters and Approvers](/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers) guide to learn how familiar expense, report, approval, and reimbursement workflows work in New Expensify.

From cc16313c0a465598e9576a39b933d9dfb4c90232 Mon Sep 17 00:00:00 2001
From: "Stephanie Elliott (via MelvinBot)" <infra+melvinbot@expensify.com>
Date: Tue, 19 May 2026 03:04:45 +0000
Subject: [PATCH 6/8] Fix: correct typo 'configire' to 'configure' in migration
 guide metadata

Co-authored-by: Stephanie Elliott <stephanieelliott@users.noreply.github.com>
---
 ...oming-from-Expensify-Classic-for-Submitters-and-Approvers.md | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

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 e3feb95d9892..5b40a53738ae 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
@@ -2,7 +2,7 @@
 title: Coming from Expensify Classic for Submitters and Approvers
 description: Learn how familiar Expensify Classic workflows, reports, and settings work in New Expensify so you can confidently navigate the updated experience.
 keywords: [Expensify Classic, New Expensify, Classic to New Expensify, migration guide, reports in New Expensify, switching from Classic]
-internalScope: Audience is all Expensify members transitioning from Expensify Classic to New Expensify. Covers how familiar workflows, navigation, and concepts work in New Expensify. Does not cover admin workflows or how to configire individual features. 
+internalScope: Audience is all Expensify members transitioning from Expensify Classic to New Expensify. Covers how familiar workflows, navigation, and concepts work in New Expensify. Does not cover admin workflows or how to configure individual features. 
 ---
 
 # Coming from Expensify Classic for Submitters and Approvers 

From 17978e87a8dfada84d842633a14e41422ef60a92 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Mon, 25 May 2026 20:16:05 -1000
Subject: [PATCH 7/8] Update
 Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md

---
 ...fy-Classic-for-Submitters-and-Approvers.md | 51 ++++++++++++++-----
 1 file changed, 37 insertions(+), 14 deletions(-)

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 5b40a53738ae..880a008f86b6 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
@@ -5,12 +5,18 @@ keywords: [Expensify Classic, New Expensify, Classic to New Expensify, migration
 internalScope: Audience is all Expensify members transitioning from Expensify Classic to New Expensify. Covers how familiar workflows, navigation, and concepts work in New Expensify. Does not cover admin workflows or how to configure individual features. 
 ---
 
-# Coming from Expensify Classic for Submitters and Approvers 
+# Coming from Expensify Classic for Submitters and Approvers
 
-If you previously used Expensify Classic, many of the workflows you already know — including expenses, reports, approvals, and reimbursements — still work similarly in New Expensify. New Expensify reorganizes these workflows into a more unified experience to make collaboration easier and help you complete common tasks faster.
+If you previously used Expensify Classic, many of the workflows you already know — including expenses, reports, approvals, and reimbursements — still work similarly in New Expensify. New Expensify reorganizes these workflows into a more unified experience to make collaboration easier and help you complete familiar tasks more efficiently.
 
 This guide explains where familiar features and workflows now live so you can get comfortable navigating New Expensify more confidently.
 
+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/v9dr1rjqsd9)
+- [Launch the New Expensify interactive tour for mobile](https://expensify.storylane.io/share/qbbob6zvapqo)
+
+You can find additional training resources in [How to Access Expensify Training](/articles/new-expensify/getting-started/How-to-Access-Expensify-Training).
+
 ---
 
 ## How familiar workflows work in New Expensify
@@ -32,12 +38,12 @@ Use the examples below to understand where common Expensify Classic workflows no
 
 | I want to... | In New Expensify | You can also... |
 |---|---|---|
-| Create an expense | Tap the green **Receipt** button to create an expense by scanning, uploading, or entering receipt details manually. | Ask Concierge to help create, edit, or categorize expenses for you. Learn what actions Concierge can take on [expenses](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do#what-actions-concierge-can-take-on-expenses). |
-| Submit my report | Open the **Spend** tab and apply the **Drafts** filter to review reports that are ready to submit. Select **Submit** next to the report to send it through your Workspace approval workflow. | Ask Concierge to submit reports for you. Learn what actions Concierge can take on [reports](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do#what-actions-concierge-can-take-on-reports). |
-| Approve reports | Open the **Spend** tab and apply the **Needs approval** filter to review reports awaiting approval. Select **Approve** next to the report to send it to the next step in your Workspace approval workflow. | Review approval requests directly from highlighted tasks on the **Home** tab. |
-| View expenses and reports | Open the **Spend** tab and switch between the **Expenses** and **Reports** views to review expenses and reports in one place. Apply filters like `from:me` to focus on your own expenses and reports. | Apply advanced filters, create saved searches, and use custom reporting views. Learn how to use [advanced search operators to filter and analyze expenses](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). |
-| Split an expense | Within the expense, select the three dots **(⋮)** and choose **Split expense**. | Split expenses evenly, by percentage, or by custom amounts. Learn how to [split expenses](/articles/new-expensify/reports-and-expenses/Split-Expenses). |
-| Chat with Concierge | Select the **Concierge** icon in the upper-right corner | Ask questions directly inside expenses, reports, or chats while you work. Learn more about the [Concierge support agent](/articles/new-expensify/concierge-ai/Support-Agent#where-to-find-concierge-support-agent). |
+| Create an expense | Tap the green **Receipt** button to create an expense by scanning, uploading, or entering receipt details manually. | Ask Concierge to help create, edit, or categorize expenses for you.<br><br>[Learn what actions Concierge can take on expenses](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do#what-actions-concierge-can-take-on-expenses). |
+| Submit my report | Open the **Spend** tab and apply the **Drafts** filter to review reports that are ready to submit.<br><br>Select **Submit** next to the report to send it through your Workspace approval workflow. | Ask Concierge to submit reports for you.<br><br>[Learn what actions Concierge can take on reports](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do#what-actions-concierge-can-take-on-reports). |
+| Approve reports | Open the **Spend** tab and apply the **Needs approval** filter to review reports awaiting approval.<br><br>Select **Approve** next to the report to send it to the next step in your Workspace approval workflow. | Review approval requests directly from highlighted tasks on the **Home** tab. |
+| View expenses and reports | Open the **Spend** tab and switch between the **Expenses** and **Reports** views to review expenses and reports in one place. Apply filters like `from:me` to focus on your own expenses and reports. | Apply advanced filters, create saved searches, and use custom reporting views.<br><br>[Learn how to use advanced search operators to filter and analyze expenses](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). |
+| Split an expense | Within the expense, select the three dots **(⋮)** and choose **Split expense**. | Split expenses evenly, by percentage, or by custom amounts.<br><br>[Learn how to split expenses](/articles/new-expensify/reports-and-expenses/Split-Expenses). |
+| Chat with Concierge | Select the **Concierge** icon in the upper-right corner | Ask questions directly inside expenses, reports, or chats while you work.<br><br>[Learn more about the Concierge support agent](/articles/new-expensify/concierge-ai/Support-Agent#where-to-find-concierge-support-agent). |
 
 ---
 
@@ -49,19 +55,39 @@ New Expensify introduces several workflow and collaboration improvements while s
 
 - **Fewer navigation steps** — Related actions are grouped together across the **Home** and **Spend** tabs so common tasks are easier to find and complete.
 
-- **Concierge-assisted workflows** — Instead of manually searching for settings or workflows, Concierge can answer questions, guide you to the correct feature, and help complete actions directly inside Expensify. Learn what [Concierge can do](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do).
+- **Concierge-assisted workflows** — Instead of manually searching for settings or workflows, Concierge can answer questions, guide you to the correct feature, and help complete actions directly inside Expensify. [Learn what Concierge can do](/articles/new-expensify/concierge-ai/What-Concierge-Can-Do).
 
 - **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** — 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).
 
 ---
 
 # FAQ
 
+## What new features can I use in New Expensify?
+
+New Expensify includes several collaboration and workflow tools that were not available in Expensify Classic.
+
+For example, you can:
+- Chat directly inside expenses and reports
+- Tag coworkers or approvers in conversations
+- Attach supporting documents directly to expenses
+- Assign and track tasks within workflows
+- Use Concierge to help answer questions and complete actions
+- Follow guided actions surfaced throughout the app
+
+These features help keep conversations, approvals, and expense activity together in one place.
+
+## 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.
+
+The **Home** tab also highlights important tasks and issues that need your attention through the **For you** and **Time sensitive** sections.
+
 ## Can I use both New Expensify and Expensify Classic?
 
-Yes. You can switch between them unless your admin has disabled access to Expensify Classic. Learn how to [switch between New Expensify and Expensify Classic](/articles/new-expensify/settings/Switch-between-New-Expensify-and-Expensify-Classic).
+Yes. You can switch between them unless it has been disabled for your organization. [Learn how to switch between New Expensify and Expensify Classic](/articles/new-expensify/settings/Switch-between-New-Expensify-and-Expensify-Classic).
 
 ## Will my data carry over when I switch to New Expensify?
 
@@ -79,6 +105,3 @@ Historical reports created in Expensify Classic are available in the **Spend** t
 
 Your domain admin may require it. If your account still supports both experiences, you can continue using Expensify Classic, although new features and workflow improvements are focused on New Expensify.
 
-## What do I need to review as a Workspace Admin?
-
-Most Workspace settings and workflows carry over automatically. Open the **Workspaces** tab to review categories, tags, approval workflows, reimbursements, and accounting connections after switching.

From 0060ce82c53a9a648c7ef68fead892b8a87981bc Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Mon, 25 May 2026 20:23:39 -1000
Subject: [PATCH 8/8] Update
 Coming-from-Expensify-Classic-for-Workspace-Admins.md

---
 ...-Expensify-Classic-for-Workspace-Admins.md | 36 ++++++++++++++-----
 1 file changed, 27 insertions(+), 9 deletions(-)

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 38514e4813b2..b0f70b3dfbe5 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
@@ -1,17 +1,23 @@
 ---
 title: Coming from Expensify Classic for Workspace Admins
-description: Learn how familiar Workspace management, approval, reimbursement, company card, and policy workflows work in New Expensify.
+description: Learn how familiar Workspace management, approval, reimbursement, company card, and workflows work in New Expensify.
 keywords: [Expensify Classic admin, New Expensify Workspace Admin, company cards, approval workflows, Workspace rules, migration guide]
-internalScope: Audience is Workspace Admins transitioning from Expensify Classic to New Expensify. Covers how familiar Workspace management, approvals, reimbursements, company cards, and policy workflows work in New Expensify. Does not cover Workspace setup or troubleshooting workflows.
+internalScope: Audience is Workspace Admins transitioning from Expensify Classic to New Expensify. Covers how familiar Workspace management, approvals, reimbursements, company cards, and workflows work in New Expensify. Does not cover Workspace setup or troubleshooting workflows.
 ---
 
 # Coming from Expensify Classic for Workspace Admins
 
 If you previously managed Workspaces in Expensify Classic, many of the administrative workflows you already know — including approvals, reimbursements, company cards, and member management — still work similarly in New Expensify.
 
-New Expensify reorganizes these workflows into a more unified experience to make collaboration easier and help you complete common tasks faster.
+New Expensify reorganizes these workflows into a more unified experience to make collaboration easier, centralize Workspace management, and help you complete familiar administrative tasks more efficiently.
 
-This guide explains how familiar workflows work in New Expensify and highlights new features available to Workspace Admins.
+This guide explains where familiar Workspace workflows now happen in New Expensify and highlights new tools available to Workspace Admins.
+
+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)
+
+You can find additional training resources in [How to Access Expensify Training](/articles/new-expensify/getting-started/How-to-Access-Expensify-Training).
 
 ---
 
@@ -54,19 +60,31 @@ Visit the [Expensify Product Updates blog](https://use.expensify.com/blog/catego
 
 # FAQ
 
-## Do Workspace approval workflows still work the same way in New Expensify?
+## What new features can I use in New Expensify?
+
+New Expensify includes several collaboration and workflow tools that were not available in Expensify Classic.
+
+For example, you can:
+- Chat directly inside expenses and reports
+- Tag coworkers or approvers in conversations
+- Attach supporting documents directly to expenses
+- Assign and track tasks within workflows
+- Use Concierge to help answer questions and complete actions
+- Follow guided actions surfaced throughout the app
+
+These features help keep conversations, approvals, and expense activity together in one place.
 
-Yes. Reports still move through your Workspace approval workflow, including approvals, reimbursements, and policy enforcement. New Expensify mainly changes how these workflows are organized and managed.
+## How do I know what to do next in New Expensify?
 
-## Do I still use reports 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.
 
-Yes. Reports continue to organize expenses for approval, reimbursement, company card reconciliation, and tracking workflows. In New Expensify, reports and expenses are managed together through the **Spend** tab.
+The **Home** tab also highlights important tasks and issues that need your attention through the **For you** and **Time sensitive** sections.
 
 ## Will my Workspace settings carry over to New Expensify?
 
 Yes. Workspace settings, approval workflows, company cards, accounting integrations, categories, tags, and reimbursement workflows continue to work in New Expensify.
 
-## Will my data carry over when I switch to New Expensify?
+## Will my expenses data carry over to New Expensify?
 
 Yes. Expenses, reports, Workspace settings, and integrations are shared across both experiences. Switching to New Expensify does not remove or reset your data.
 
