[No QA] Add Coming from Expensify Classic help site article

docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md

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+---
+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 configure 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 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
+
+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.<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). |
+
+---
+
+## 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
+
+## 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 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?
+
+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.
+

docs/articles/new-expensify/getting-started/Coming-from-Expensify-Classic-for-Workspace-Admins.md

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+---
+title: Coming from Expensify Classic for Workspace Admins
+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 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, centralize Workspace management, and help you complete familiar administrative tasks more efficiently.
+
+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).
+
+---
+
+## 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
+
+## 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.
+
+## 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 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.
+
+## 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.