Merge pull request #50445 from Expensify/strepanier03-workspace-cat-t…

…ag-updates

[NO QA] Update NewDot > Workspace docs for category and tags

docs/articles/new-expensify/workspaces/Create-expense-categories.md

@@ -12,36 +12,41 @@ An admin can manually create categories for a workspace, or they will be automat
 
 # Manually add or delete categories
 
+To manually add a category,
+
 {% include selector.html values="desktop, mobile" %}
 
 {% include option.html value="desktop" %}
-To manually add a category,
-
 1. Click your profile image or icon in the bottom left menu.
 2. Scroll down and click **Workspaces** in the left menu. 
 3. Select the workspace you want to add categories to. 
 4. Click **Categories** in the left menu.
 5. Click **Add Category** in the top right. 
 6. Enter a name for the category and click **Save**.
-
-To delete a category, 
-
-1. Click the category on the Categories page. 
-2. Click the 3-dot menu in the top right. 
-3. Click **Delete category** to permanently delete the category. 
 {% include end-option.html %}
 
 {% include option.html value="mobile" %}
-To manually add a category,
-
 1. Tap your profile image or icon in the bottom menu.
 2. Tap **Workspaces**. 
 3. Select the workspace you want to add categories to.
 4. Tap **Categories**.
 5. Tap **Add Category**. 
 6. Enter a name for the category and tap **Save**. 
+{% include end-option.html %}
+
+{% include end-selector.html %}
 
 To delete a category, 
+
+{% include selector.html values="desktop, mobile" %}
+
+{% include option.html value="desktop" %}
+1. Click the category on the Categories page. 
+2. Click the 3-dot menu in the top right. 
+3. Click **Delete category** to permanently delete the category.
+{% include end-option.html %}
+
+{% include option.html value="mobile" %}
 1. Tap the category on the Categories page. 
 2. Tap the 3-dot menu in the top right. 
 3. Tap **Delete category** to permanently delete the category.
@@ -106,8 +111,7 @@ GL codes and payroll codes can be exported to a CSV export. They are not display
 7. To add or edit a payroll code, click the payroll code field, make the desired change, then click **Save**
 
 
-
-# Automatic Expensify categories
+# Apply categories to expenses automatically
 
 Over time, Expensify learns how you categorize specific merchants and automatically applies that category to the merchant in the future. 
 - If you change a category, Expensify learns that correction over time as well. However, changing a category on one expense does not change it for other expenses that have already been assigned the category.
@@ -129,6 +133,10 @@ Yes. When a category is manually edited, Expensify will log the change in the re
 
 If a category is disabled in the accounting system, it will be removed from the workspace’s categories list in the workspace. However, the disabled category will remain on approved and drafted expense reports that it has been previously added to. An admin can change the category on an approved or reimbursed expense, and anyone can change the category on an unapproved expense.
 
+**How can my employees see the GL codes on categories?**
+
+GL codes added in the GL section of individual category settings are not visible to employees. If your employees need to see the GL code associated with a category, the category name would need to be edited to include it.
+
 {% include faq-end.md %}
 
 </div>

docs/articles/new-expensify/workspaces/Create-expense-tags.md

@@ -6,17 +6,17 @@ description: Add tags to use for coding expenses
 
 In Expensify, tags refer to **classes, projects, cost centers, locations, customers, jobs**, and other line-item details that help code expenses for accounting and financial reporting.
 
-An admin can manually create tags for a workspace, or they will be automatically imported if your workspace is connected to an accounting system, like QuickBooks Online or Xero. These imported tags can be enabled or disabled to use as tags for expenses added to Expensify. Additionally, Expensify will learn how you apply tags to specific merchants over time and apply them automatically.
+An admin can manually create tags for a workspace, or they will be automatically imported if your workspace is connected to an accounting system, like QuickBooks Online, Intacct, Xero, or NetSuite. These imported tags can be enabled or disabled to use as tags for expenses added to Expensify. Additionally, Expensify will learn how you apply tags to specific merchants over time and apply them automatically.
 
 ![The Tags tab]({{site.url}}/assets/images/ExpensifyHelp_R4_Tags_2.png){:width="100%"}
 
 # Manually add or delete tags
 
+To manually add a tag,
+
 {% include selector.html values="desktop, mobile" %}
 
 {% include option.html value="desktop" %}
-To manually add a tag,
-
 1. Click your profile image or icon in the bottom left menu.
 2. Scroll down and click **Workspaces** in the left menu. 
 3. Select the workspace you want to add tags to. 
@@ -25,19 +25,9 @@ To manually add a tag,
 6. Click **Tags** in the left menu.
 7. Click **Add Tag** in the top right. 
 8. Enter a name for the tag and click **Save**.
-
-![The toggle to enable Tags]({{site.url}}/assets/images/ExpensifyHelp_R4_Tags_1.png){:width="100%"}
-
-To delete a tag, 
-
-1. Click the tag on the Tags page. 
-2. Click the 3-dot menu in the top right. 
-3. Click **Delete tag** to permanently delete the tag. 
 {% include end-option.html %}
 
 {% include option.html value="mobile" %}
-To manually add a tag,
-
 1. Tap your profile image or icon in the bottom menu.
 2. Tap **Workspaces**. 
 3. Select the workspace you want to add tags to.
@@ -46,10 +36,26 @@ To manually add a tag,
 6. Tap **Tags**.
 7. Tap **Add Tag**. 
 8. Enter a name for the tag and tap **Save**. 
+{% include end-option.html %}
 
+{% include end-selector.html %}
+
+![The toggle to enable Tags]({{site.url}}/assets/images/ExpensifyHelp_R4_Tags_1.png){:width="100%"}
+
+To delete a tag, 
+
+{% include selector.html values="desktop, mobile" %}
+
+{% include option.html value="desktop" %}
+1. Click the tag on the Tags page. 
+2. Click the 3-dot menu in the top right. 
+3. Click **Delete tag** to permanently delete the tag. 
+{% include end-option.html %}
+
+{% include option.html value="mobile" %}
 To delete a tag, 
 1. Tap the tag on the Tags page. 
-2. Tap the 3-dot menu in the top right. 
+2. Tap the three-dot menu in the top right. 
 3. Tap **Delete tag** to permanently delete the tag.
 {% include end-option.html %}
 
@@ -95,23 +101,22 @@ You can enable, disable, or delete tags in bulk by selecting the checkbox to the
 
 {% include end-selector.html %} 
 
-# Add or edit a GL code or payroll code
+# Add or edit a GL code
 
-If your workspace is on the Control plan, you can optionally add a GL code and payroll code to each category. Collect plan users will need to upgrade to Control for access to GL codes and payroll codes.
+If your workspace is on the Control plan, you can optionally add a GL code to each tag. Collect plan users will need to upgrade to Control for access to GL codes.
 
-GL codes and payroll codes can be exported to a CSV export. They are not displayed to users.
+GL codes can be exported to a CSV export. They are not displayed to users.
 
-**To edit GL codes or payroll codes for a category:**
+**To edit GL codes for a tag:**
 
 1. Click your profile image or icon in the bottom left menu
 2. Click **Workspaces** in the left menu
 3. Select a workspace
-4. Click **Categories**
-5. Click a category to open the category-settings
+4. Click **Tags**
+5. Click a tag to open the tag-settings
 6. To add or edit a GL code, click the GL code field, make the desired change, then click **Save**
-7. To add or edit a payroll code, click the payroll code field, make the desired change, then click **Save**
 
-# Automatic Expensify tags
+# Apply tags to expenses automatically
 
 Over time, Expensify learns how you tag specific merchants and automatically applies that tag to the merchant in the future. 
 - If you change a tag, Expensify learns that correction over time as well. However, changing a tag on one expense does not change it for other expenses that have already been assigned the tag.