Merge branch 'Expensify:main' into fix-tax-detail-rhn-fallback-redirect

Author: allgandalf

.github/workflows/cherryPick.yml

@@ -279,7 +279,7 @@ jobs:
               channel: '#deployer',
               attachments: [{
                 color: 'good',
-                text: `🍒 Cherry-pick to *${{ inputs.TARGET }}* successful\nPR: ${{ inputs.PULL_REQUEST_URL || '(version bump only)' }}\nDeploy workflow: ${{ steps.findDeployRun.outputs.DEPLOY_RUN_MESSAGE }}`
+                text: `🍒 Cherry-pick to *${{ inputs.TARGET }}* successfully started\nPR: ${{ inputs.PULL_REQUEST_URL || '(version bump only)' }}\nDeploy workflow: ${{ steps.findDeployRun.outputs.DEPLOY_RUN_MESSAGE }}`
               }]
             }
         env:
@@ -444,3 +444,20 @@ jobs:
         env:
           GITHUB_TOKEN: ${{ github.token }}
           SLACK_WEBHOOK_URL: ${{ secrets.SLACK_WEBHOOK }}
+
+      - name: "Announce CP cancellation in #deployer"
+        uses: 8398a7/action-slack@1750b5085f3ec60384090fb7c52965ef822e869e
+        if: ${{ cancelled() }}
+        with:
+          status: custom
+          custom_payload: |
+            {
+              channel: '#deployer',
+              attachments: [{
+                color: 'warning',
+                text: `🍒 Cherry-pick to *${{ inputs.TARGET }}* was cancelled\nPR: ${{ inputs.PULL_REQUEST_URL || '(version bump only)' }}\nWorkflow run: ${{ github.server_url }}/${{ github.repository }}/actions/runs/${{ github.run_id }}`
+              }]
+            }
+        env:
+          GITHUB_TOKEN: ${{ github.token }}
+          SLACK_WEBHOOK_URL: ${{ secrets.SLACK_WEBHOOK }}

Mobile-Expensify

@@ -34,7 +34,7 @@ You can reach Concierge by email at concierge@expensify.com or directly in the a
 
 - **Expensify Classic (web):** Click the chat icon in the navigation tabs on the left.  
 - **Expensify Classic (mobile):** Tap the chat icon in the upper right corner.  
-- **New Expensify:** Press the big green **+** button, select **New Chat**, and type *Concierge* into the composer box.  
+- **New Expensify:** Press the **+** button, select **New Chat**, and type *Concierge* into the composer box.  
 
 # Common Concierge use cases
 

docs/articles/Unlisted/Concierge-in-Expensify.md

@@ -25,7 +25,7 @@ Expensify Chat is an instant messaging system that helps you converse with peopl
 
 ## Start a Group Chat
 
-1. Click the green **+** button in the navigation tabs and select **Start Chat**.
+1. Click the **+** button in the navigation tabs and select **Start Chat**.
 2. Enter the name, email, or phone number of each participant and select **Add to group**.
    - Group participants are listed with a green checkmark.
 3. Click or tap **Next**.
@@ -38,7 +38,7 @@ Expensify Chat is an instant messaging system that helps you converse with peopl
 
 ## Start a Chat Room
 
-1. Click the green **+** button in the navigation tabs and select **Start Chat**.
+1. Click the **+** button in the navigation tabs and select **Start Chat**.
 2. Click or tap the **#Room** tab at the top.
 3. Enter a unique name for the room.
 4. (Optional) Add a room description.

docs/articles/new-expensify/chat/Create-a-New-Chat.md

@@ -31,6 +31,9 @@ You can manage the following options:
 
   **Note:** This setting only applies to transactions imported after the setting is enabled.
 
+- **Assign new cards** (direct feeds only)  
+  Reconnects to your bank to refresh the card list so newly issued cards appear in the assignment UI.
+
 - **Remove card feed**  
   Remove the card feed from the workspace and unassign all cards. If the feed is not connected to another workspace, it is permanently deleted.
 

docs/articles/new-expensify/connect-credit-cards/Configure-Company-Card-Settings.md

@@ -0,0 +1,66 @@
+---
+title: Connect a personal card
+description: Learn how to connect a new personal credit card to your Expensify account to automatically import transactions.
+keywords: [New Expensify, personal cards, connect card, Wallet, Plaid, bank connection, card import, credit card, New Expensify, oAuth, add card]
+internalScope: Audience is members who want to connect a new personal credit card. Covers the card connection flow including country selection, bank selection, oAuth and Plaid connections, company card warnings, and free card limits. Does not cover managing existing cards or company card programs.
+---
+
+# Connect a personal card 
+
+Connect your personal credit card to Expensify to automatically import transactions, eliminating the need to manually create expenses or scan receipts. Expensify supports over 10,000 banks across the United States, Canada, the United Kingdom, and the European Union.
+
+---
+
+## Who can connect a personal card
+
+Anyone with an Expensify account can connect up to two personal cards for free. To connect more than two personal cards, you'll need a paid workspace (Collect plan or above).
+
+---
+
+## How to connect a personal card
+
+1. Click the navigation tabs (on the left on web, on the bottom on mobile), then go to **Account > Wallet**.
+2. Tap **Add personal card**.
+3. Select your country from the country selector.
+4. If you selected **United States**, choose your bank from the bank selector.
+   - If your bank is listed, you'll be prompted to connect via your bank's secure login (oAuth).
+   - If your bank is not listed, select **Other** to connect via Plaid.
+5. Follow the prompts to log into your bank and authorize the connection.
+
+Once your card is connected, it will appear under **Assigned cards** in the **Wallet**, and transactions will begin importing automatically.
+
+---
+
+## What to do if you see a company card warning
+
+If you're a member of a Workspace or domain that has a company card feed, Expensify will ask you to confirm that the card you're adding is a personal card.
+
+- **If you're an employee:** You'll see options to ask your admin if you should be assigned a company card, or continue adding a personal card.
+- **If you're an admin:** You'll see options to confirm this is a company card (which redirects you to the company card connection flow) or proceed with adding it as a personal card.
+
+---
+
+## What happens when you reach the free card limit
+
+If you're not on a paid workspace and try to add more than two personal cards, you'll see an upgrade page prompting you to create a Collect workspace.
+
+If you proceed with the upgrade:
+
+1. A Collect workspace is created for your account.
+2. You'll see a success page with options to add company cards or additional personal cards.
+
+---
+
+# FAQ
+
+## How can I check if my bank or card issuer is supported?
+
+Expensify supports most major banks and card issuers worldwide. [Learn how to check which banks are supported in Expensify](/articles/new-expensify/connect-credit-cards/Check-Supported-Banks)
+
+## How many personal cards can I connect for free?
+
+You can connect up to two personal cards for free. To add more, you'll need a paid workspace on the Collect plan or above.
+
+## How do I manage a personal card after connecting it?
+
+Once connected, your card appears in **Account > Wallet** under **Assigned cards**. [Learn how to manage your personal cards](/articles/new-expensify/connect-credit-cards/Personal-Cards).

docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md

@@ -0,0 +1,70 @@
+---
+title: Import personal card transactions from a spreadsheet
+description: Learn how Members can manually import personal card transactions using a spreadsheet in Wallet. 
+keywords: [New Expensify, import personal card, upload file, import spreadsheet, CSV, TXT, XLS, XLSX, Wallet, card feed, reimbursable, bring your own card, BYOC]
+internalScope: Audience is all members. Covers how to import, update, and delete personal card transactions via CSV. Does not cover company cards or Plaid connections.
+---
+
+# Import personal card transactions from a spreadsheet
+
+If your bank isn't supported by a direct connection, you can still import personal card transactions into Expensify using a spreadsheet file. This allows you to track and submit expenses without connecting your bank account.
+
+If your bank is supported, you can connect your account to automatically import transactions. [Learn how to manage personal cards](/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards). 
+
+---
+
+## Who can import personal card transactions from a spreadsheet
+
+Anyone can import personal card transactions using a spreadsheet file in their account.
+
+---
+
+## How to import personal card transactions from a spreadsheet
+
+1. In the navigation tabs (on the left on web, on the bottom on mobile) select **Wallet**.
+2. In the **Assigned Cards** section, choose **Import transactions**.
+3.  Enter a display name and configure the currency, reimbursable state, and amount sign direction.
+3. Enter a display name and configure the currency, reimbursable state, and amount sign direction.
+5. Map your spreadsheet columns to the required fields (**Date**, **Merchant**, **Amount**).
+6. Click **Import**.
+
+---
+
+## What happens after you import personal card transactions from a spreadsheet
+
+- Imported transactions appear as **Unreported** expenses.
+- You can edit, categorize, and submit these expenses on a report.
+- Imported transactions are available on both web and mobile.
+
+[Learn how to create and submit a report](/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports). 
+
+---
+
+# FAQ
+
+## What spreadsheet file formats are accepted for personal card imports?
+
+You can import the following file types:
+- .CSV  
+- .TXT  
+- .XLS  
+- .XLSX  
+
+## What columns are required for personal card spreadsheet imports?
+
+Your file must include at least the following columns:
+- Date  
+- Amount  
+- Merchant  
+
+## What happens if I use the same column twice when mapping fields?
+
+You’ll see an error message and won’t be able to proceed until the issue is resolved.
+
+## Can I import additional spreadsheet later on the same card entry? 
+
+No. To import additional transactions, you must repeat the import process.
+
+## Can I delete personal card spreadsheet imports? 
+
+You cannot delete the imported file, but you can delete the individual expenses that were created. [Learn how to delete expenses](/articles/new-expensify/reports-and-expenses/How-to-Delete-Expenses). 

docs/articles/new-expensify/connect-credit-cards/Import-Personal-Card-Transactions-From-a-Spreadsheet.md

@@ -7,41 +7,43 @@ internalScope: Audience is members with personal credit cards already connected
 
 # Manage Personal Cards
 
-Expensify lets you view and manage your personal credit cards in one place, making it easier to track spending, submit reimbursable expenses, and stay organized for tax time.
+Expensify lets you manage your personal credit cards in one place using **Wallet**. From there, you can review card details, track spending, and use transactions for expense reporting.
 
-If you previously connected a personal card in Expensify Classic, you can now manage that card directly in Expensify on both web and mobile.
+If you don’t have a card connected yet, [learn how to connect a personal card](/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards).
 
 ---
 
 ## Who can manage personal cards
 
-You can manage personal cards if you have a personal credit card that was already connected to your account. You can manage these cards on both web and mobile, alongside any company cards on your account.
+Anyone with a personal credit card connected to their Expensify account can manage it in **Wallet**.
 
 ---
 
 ## How to view personal cards in Wallet
 
 1. Click the navigation tabs (on the left on web, on the bottom on mobile), then select **Account > Wallet**.
 2. Under **Assigned cards**:
-   - Personal cards imported from Expensify Classic will appear here.
+   - Personal cards will appear in the **Personal** section. 
    - You'll see the card name, bank icon, and last 4 digits.
-3. Tap the personal card you want to manage.
 
 If you have both company and personal cards, you'll see them separated into **Company cards** and **Personal cards** sections.
 
-![Tap a personal card to open card details]({{site.url}}/assets/images/personal-card-01.png){:width="100%"}
+![Tap a personal card to open card details]({{site.url}}/assets/images/ExpensifyHelp-FixPersonalCards.png){:width="100%"}
 
 ---
 
-## What you can do with personal cards
+## What you can manage on a personal card in Wallet
 
-You can:
-- View all personal cards imported from Expensify Classic
-- Automatically import transactions from your linked personal cards
-- Generate IRS-compliant eReceipts for eligible USD purchases
-- Update personal card settings
-- Fix broken card connections
-- Filter expenses by card in the **Expenses** tab on the **Reports** page
+You can manage the following settings for a personal card:
+
+- Rename the card with a custom nickname
+- Turn on **Mark transactions as reimbursable** for imported transactions
+- View the last successful transaction import
+- Update the transaction start date for imports
+- View imported transactions from the card
+- Manually refresh the card to import recent transactions
+- Fix connection issues if the card stops syncing
+- Remove the card from your account
 
 ---
 
@@ -53,10 +55,9 @@ You can:
    - Rename the card
    - Update the card to pull in new transactions (if not CSV-imported)
    - Unassign the card if it's no longer needed
-   - Toggle **Mark transactions as reimbursable**
-     - The reimbursable setting applies only to **new** transactions and is turned on by default.
+   - Toggle **Mark transactions as reimbursable** to mark future transactions as reimbursable. 
 
-**Note:** Unassigning a personal card permanently deletes any unreported expenses or expenses on draft reports from that card.
+**Note:** Removing a personal card permanently deletes any unreported expenses or expenses on draft reports from that card.
 
 ![Update personal card settings from the card details page]({{site.url}}/assets/images/personal-card-02.png){:width="100%"}
 
@@ -112,9 +113,6 @@ You can tap the hyperlinked text in the violation to go directly to the **Card d
 
 # FAQ
 
-## Can I add another personal card?
-
-Not yet. Only cards connected to your account in Expensify Classic are available to manage in New Expensify. Support for adding new personal cards will be available in a future update.
 
 ## Can I change the reimbursable setting for past transactions?
 

docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md

@@ -61,6 +61,17 @@ Some banks have specific requirements for successful connections:
 
 # FAQ
 
+## Why don't newly issued cards appear in the assignment list?
+
+Direct feeds cache the card list when first connected. If your bank issues new cards after the initial setup, they won't appear automatically. To refresh the card list:
+
+1. Go to **Workspaces > [Workspace Name] > Company cards**.
+2. Click **Settings** in the top-right corner.
+3. Click **Assign new cards**.
+4. Complete the bank re-authentication to pull the latest cards from your bank.
+
+New cards will then be available for assignment.
+
 ## How do I fix a broken company card feed connection?
 
 If your company card feed is broken, you can fix it from the **Time Sensitive** section on **Home**. Click **Fix** to restore the connection. [Learn how to fix a broken company card feed connection](/articles/new-expensify/connect-credit-cards/Fix-a-broken-Company-Card-Feed-Connection). 

docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection.md

@@ -0,0 +1,78 @@
+---
+title: Duplicate a Report
+description: Learn how to create a copy of an existing report and its expenses in Expensify using Duplicate report. 
+keywords: [New Expensify, duplicate report, copy report, create copy of report, duplicate expenses]
+internalScope: Audience is all members. Covers how to duplicate an entire report and its non-card expenses. Does not cover duplicating individual expenses or duplicate detection.
+---
+
+# Duplicate a Report
+
+You can create a copy of an existing report and all of its non-card expenses using **Duplicate report**. This creates a new report with copies of all non-card expenses from the original, including each expense's merchant, amount, category, tags, and tax. Expense dates are set to today and receipt images are not copied.
+
+This is useful when you need to recreate a similar set of expenses such as recurring monthly reports. 
+
+If you only need to duplicate specific expenses, [learn how to duplicate an expense](/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense). 
+
+---
+
+## Who can duplicate a report
+
+Any member who created a report can duplicate it. **Duplicate report** is available for reports in any status, including Draft, Processing, Approved, Done, and Paid.
+
+---
+
+## How to duplicate a report
+
+1. In the navigation tabs (on the left on web, and on the bottom on mobile), go to **Reports > Reports**. 
+2. Locate the report you want to duplicate.
+3. Click the report to open it. 
+4. Select **More**.
+5. Choose **Duplicate report**.
+
+A new report is created and you are taken to it automatically.
+
+**Note:** You can only duplicate reports that you created. You can't duplicate other members' reports. 
+
+---
+
+## What happens after you duplicate a report
+
+A new report is created with the name **"Copy of [Original report name]"**.
+
+- If you still have access to the Workspace the original report is on, the new report is created on that workspace.
+- If you no longer have access to that Workspace, the new report is created on your primary Workspace.
+
+Each non-card expense on the original report is copied to the new report with the following details:
+
+- Merchant
+- Amount and currency
+- Category
+- Tags
+- Tax
+
+The following details are **not** copied:
+
+- Date is set to today instead of the original date
+- Receipt images are not included on the duplicate expenses
+- Card expenses (company cards and Expensify Cards) are not copied
+-  Per diem and distance expenses are not copied when the new report is created in a different Workspace than the original
+
+---
+
+# FAQ
+
+## Can I duplicate multiple reports at once?
+
+No. Reports must be duplicated one at a time.
+
+## Are card expenses included in the duplicate?
+
+No. Only non-card expenses are copied. Expenses from company cards or Expensify Cards are skipped.
+
+## Does the duplicate include receipt images?
+
+No. Receipt images are not copied to the duplicate expenses. You will need to attach new receipts if required.
+
+## Why is the Duplicate report option not showing in the More menu?
+
+**Duplicate report** only appears on reports that you created. If you are viewing someone else's report, you will not see this option.