Apply HelpDot review feedback: heading hierarchy, internalScope, relative links, naming conventions

Co-authored-by: Yuwen Memon <yuwenmemon@users.noreply.github.com>

Author: MelvinBot

docs/articles/new-expensify/connections/certinia/Configure-Certinia.md

@@ -2,21 +2,22 @@
 title: Configure Certinia
 description: Configure import, export, and advanced sync settings for Expensify's Certinia (FinancialForce) integration in New Expensify.
 keywords: [New Expensify, Certinia settings, FinancialForce, import configuration, export preferences, auto-sync, dimensions, FFA, PSA, SRP]
+internalScope: Audience is Workspace Admins. Covers configuring Certinia import, export, and advanced sync settings, does not cover connecting Certinia or troubleshooting.
 order: 2
 ---
 
 
 After connecting Certinia, set up how data flows between Expensify and Certinia using the **Import**, **Export**, and **Advanced** settings. Some options differ depending on whether you use the **FFA** or **PSA/SRP** module — those differences are noted below.
 
-To open these settings, go to **Workspaces > [Workspace Name] > Accounting** from the navigation tabs (on the left on web, and at the bottom on mobile), then select **Import**, **Export**, or **Advanced** under the Certinia connection.
+To open these settings, go to **Workspaces > [Workspace Name] > Accounting** from the navigation tabs (on the left on web, on the bottom on mobile), then select **Import**, **Export**, or **Advanced** under the Certinia connection.
 
 ---
 
-# Step 1: Configure Import Settings
+## How to configure Certinia import settings
 
 From **Workspaces > [Workspace Name] > Accounting**, click **Import** under the Certinia connection.
 
-## Categories
+## How to import categories from Certinia
 
 How categories are imported depends on your module:
 
@@ -26,7 +27,7 @@ How categories are imported depends on your module:
 
 Disable any unnecessary categories under **Workspaces > [Workspace Name] > Categories**. Every expense must have a category to export successfully.
 
-## Dimensions (FFA)
+## How to import dimensions from Certinia (FFA)
 
 Expensify imports up to four dimension levels. For each dimension, choose how it's imported:
 
@@ -36,7 +37,7 @@ Expensify imports up to four dimension levels. For each dimension, choose how it
 
 Manage these under **Workspaces > [Workspace Name] > Tags** and **Workspaces > [Workspace Name] > Reports**.
 
-## Projects and Assignments (PSA/SRP)
+## How to import projects and assignments from Certinia (PSA/SRP)
 
 Import **Projects**, **Assignments**, or **Projects & Assignments** as tags:
 
@@ -46,33 +47,33 @@ Import **Projects**, **Assignments**, or **Projects & Assignments** as tags:
 
 > **Note:** To use a project without an assignment, enable **Allow Expenses Without Assignment** in Certinia.
 
-## Tax
+## How to import tax rates from Certinia
 
 Toggle on **Tax** to import tax rates from Certinia and apply them to expenses. Set default rates per category under **Workspaces > [Workspace Name] > Categories**.
 
 ---
 
-# Step 2: Configure Export Settings
+## How to configure Certinia export settings
 
 From **Workspaces > [Workspace Name] > Accounting**, click **Export** under the Certinia connection.
 
-## Preferred Exporter
+## How to set the preferred exporter for Certinia
 
 Assign a **Preferred Exporter**. This member is responsible for exporting reports and receives any export error notifications. Any Workspace Admin can export reports, but Concierge auto-exports on behalf of the Preferred Exporter.
 
-## Export Status
+## How to set the Certinia export status
 
 Choose whether reports export as **Complete** or **In Progress**.
 
-## Export Date
+## How to set the Certinia export date
 
 Choose which date Expensify uses when creating records in Certinia:
 
 - **Date of last expense**
 - **Submitted date**
 - **Exported date**
 
-## Reimbursable and non-reimbursable exports
+## How reimbursable and non-reimbursable reports export to Certinia
 
 Both reimbursable and non-reimbursable reports export as:
 
@@ -81,32 +82,32 @@ Both reimbursable and non-reimbursable reports export as:
 
 If a report contains both reimbursable and non-reimbursable expenses, Expensify creates separate payable invoices or expense reports for each type.
 
-## Default Vendor (FFA)
+## How to set a default vendor for Certinia (FFA)
 
 Select a vendor from your Certinia FFA account. This vendor is assigned to non-reimbursable payable invoices.
 
 ---
 
-# Step 3: Configure Advanced Settings
+## How to configure Certinia advanced sync settings
 
 From **Workspaces > [Workspace Name] > Accounting**, click **Advanced** under the Certinia connection.
 
-## Auto-sync
+## How to enable auto-sync for Certinia
 
 We recommend enabling **Auto-sync** to keep your data up to date. Auto-sync performs daily updates to your coding and automatically exports reports upon final approval:
 
 - **Non-reimbursable expenses:** Export immediately after final approval.
 - **Reimbursable expenses:** Export when the report is reimbursed or marked as reimbursed.
 
-## Sync reimbursed reports
+## How to sync reimbursed reports with Certinia
 
 Keep reimbursement status in sync between Expensify and Certinia for reports that have been paid.
 
-## Export tax as non-billable
+## How to export tax as non-billable in Certinia
 
 Decide whether tax amounts are billed to clients when exporting billable expenses.
 
-## Foreign currency (multi-currency) export — PSA/SRP
+## How foreign currency (multi-currency) export works in Certinia (PSA/SRP)
 
 When employees submit expenses in multiple currencies, Certinia may display up to three currencies per report:
 

docs/articles/new-expensify/connections/certinia/Connect-To-Certinia.md

@@ -2,6 +2,7 @@
 title: Connect to Certinia
 description: Connect Certinia (formerly FinancialForce) to New Expensify to streamline expense reporting, approvals, and accounting export.
 keywords: [New Expensify, Certinia integration, FinancialForce, connect Certinia, Salesforce, FFA, PSA, SRP]
+internalScope: Audience is Workspace Admins. Covers connecting Certinia (FFA and PSA/SRP) to New Expensify, does not cover configuring import/export settings or troubleshooting.
 order: 1
 ---
 
@@ -18,7 +19,7 @@ Connect your Expensify Workspace to Certinia (formerly FinancialForce) to automa
 
 ---
 
-# Step 1: Install the Expensify bundle in Certinia
+## How to install the Expensify bundle in Certinia
 
 Install the package that matches your Certinia module. You only need the bundle for the module you use.
 
@@ -29,15 +30,15 @@ Follow the Salesforce prompts to complete the installation.
 
 ---
 
-# Step 2: Verify contact details in Certinia
+## How to verify contact details in Certinia
 
 1. Confirm there is a Certinia user and contact whose email matches your **primary email** in Expensify.
 2. Create contacts for every employee who will submit expense reports.
 3. Make sure each contact's email exactly matches their Expensify account email.
 
 ---
 
-# Step 3: Additional setup for PSA/SRP
+## How to complete PSA/SRP setup before connecting
 
 > Skip this step if you use **FFA only**.
 
@@ -63,27 +64,29 @@ If you use Certinia PSA/SRP, complete the following before connecting in Expensi
 
 ---
 
-# Step 4: Connect to Certinia in New Expensify
+## How to connect to Certinia in New Expensify
 
-1. From the navigation tabs (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Accounting**.
+1. From the navigation tabs (on the left on web, on the bottom on mobile), go to **Workspaces > [Workspace Name] > Accounting**.
 2. Select **Certinia > Connect to Certinia**.
 3. Log in to your Certinia (Salesforce) account when prompted.
 4. Follow the on-screen prompts to authorize the connection.
 5. Select the Certinia **company** to use for importing and exporting data.
 
-Once connected, continue to [Configure Certinia](https://help.expensify.com/articles/new-expensify/connections/certinia/Configure-Certinia) to set up import, export, and advanced settings.
+Once connected, continue to [Configure Certinia](/articles/new-expensify/connections/certinia/Configure-Certinia) to set up import, export, and advanced settings.
 
 ---
 
-# Connect to a Certinia sandbox
+## How to connect to a Certinia sandbox
 
 If you want to test the integration against a Certinia **sandbox** instead of your production account, use the sandbox connection option. The configuration experience is identical to production once connected — only the connection endpoints and bundle differ.
 
 1. Install the sandbox version of the Expensify bundle in your Certinia sandbox (the sandbox uses different bundle install links and OAuth endpoints than production).
 2. From the navigation tabs, go to **Workspaces > [Workspace Name] > Accounting**.
 3. Select **Certinia > Connect to Certinia Sandbox**.
 4. Log in to your Certinia **sandbox** account and follow the on-screen prompts.
-5. Select the company to use, then continue to [Configure Certinia](https://help.expensify.com/articles/new-expensify/connections/certinia/Configure-Certinia).
+5. Select the company to use.
+
+Once connected, continue to [Configure Certinia](/articles/new-expensify/connections/certinia/Configure-Certinia) to set up import, export, and advanced settings.
 
 ---
 
@@ -103,7 +106,7 @@ Employees who only submit expense reports do not need Certinia access — but ea
 ## How do I disconnect Certinia?
 
 1. From the navigation tabs, go to **Workspaces > [Workspace Name] > Accounting**.
-2. Select the three-dot menu **(⋮)** next to the Certinia connection.
+2. Select the three dots **(⋮)** next to the Certinia connection.
 3. Click **Disconnect** and confirm.
 
 Disconnecting clears all imported options from Expensify.

docs/articles/new-expensify/connections/certinia/Troubleshooting/Certinia-FAQ.md

@@ -2,17 +2,20 @@
 title: Certinia Integration FAQ and Troubleshooting
 description: Troubleshoot the Certinia (FinancialForce) integration in New Expensify — export failures, manual export rules, company card mapping, project limitations, and disconnecting.
 keywords: [New Expensify, Certinia, FinancialForce, export not working, manual export, company card export, project status, disconnect Certinia, FFA, PSA, SRP]
+internalScope: Audience is Workspace Admins and Domain Admins. Covers common Certinia export and troubleshooting questions, does not cover connecting or configuring Certinia or CER### error codes.
 order: 3
 ---
 
 
 This article covers common issues with the Certinia (formerly FinancialForce) integration in New Expensify. It's intended for Workspace Admins and Domain Admins using FFA or PSA/SRP.
 
-For specific Certinia error codes (the `CER###` errors that appear in a report's comments), see the [Certinia error code articles](https://help.expensify.com/expensify-classic/hubs/connections/certinia/Troubleshooting).
+For specific Certinia error codes (the `CER###` errors that appear in a report's comments), see the [Certinia error code articles](/expensify-classic/hubs/connections/certinia/Troubleshooting).
 
 ---
 
-# Why is my report not automatically exporting to Certinia?
+# FAQ
+
+## Why is my report not automatically exporting to Certinia?
 
 An error is preventing the report from exporting automatically. You can find the error in several ways:
 
@@ -29,7 +32,7 @@ An error is preventing the report from exporting automatically. You can find the
 
 ---
 
-# Why am I unable to manually export a report to Certinia?
+## Why am I unable to manually export a report to Certinia?
 
 Only reports in **Approved**, **Done**, or **Paid** status can be exported. If the report is in **Draft** status, selecting export may show an empty screen.
 
@@ -41,7 +44,7 @@ Only reports in **Approved**, **Done**, or **Paid** status can be exported. If t
 
 ---
 
-# Why are company card expenses exporting to the wrong account?
+## Why are company card expenses exporting to the wrong account?
 
 Company card expenses may export to the wrong account if the card export mapping is incorrect or the exporter doesn't have the right permissions.
 
@@ -55,7 +58,7 @@ If the Preferred Exporter is not a Domain Admin, exports default to the fallback
 
 ---
 
-# Are there export limitations based on projects in Certinia? (PSA/SRP)
+## Are there export limitations based on projects in Certinia? (PSA/SRP)
 
 Yes. Project settings in Certinia can prevent expenses from exporting.
 
@@ -78,16 +81,16 @@ Yes. Project settings in Certinia can prevent expenses from exporting.
 
 ---
 
-# Does assignment status affect expense exports?
+## Does assignment status affect expense exports?
 
 No. Assignment Status in Certinia (Closed, Active, or Completed) does not affect expense entry or export. Only **Project Status** and the **Closed for Expense Entry** setting affect export eligibility.
 
 ---
 
-# How do I disconnect the Certinia connection?
+## How do I disconnect the Certinia connection?
 
-1. From the navigation tabs (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Accounting**.
-2. Select the three-dot menu **(⋮)** next to the Certinia connection.
+1. From the navigation tabs (on the left on web, on the bottom on mobile), go to **Workspaces > [Workspace Name] > Accounting**.
+2. Select the three dots **(⋮)** next to the Certinia connection.
 3. Click **Disconnect** and confirm.
 
 Disconnecting removes the active integration and clears all imported options from Expensify.