Merge pull request Expensify#88010 from Expensify/helpsite-reports-to-spend-87974

[No QA] Update navigation terminology from "Reports" to "Spend"

Author: sakluger

docs/articles/new-expensify/expensify-card/View-and-Reconcile-Expensify-Card-Expenses.md

@@ -19,7 +19,7 @@ Workspace Admins can reconcile Expensify Card expenses when the Expensify Card i
 
 ## How to View Expensify Card Withdrawals
 
-1. Click the navigation tabs (on the left on web, on the bottom on mobile) and go to **Reports**.
+1. Click the navigation tabs (on the left on web, on the bottom on mobile) and go to **Spend**.
 2. In the **Reconciliation** section, select **Expensify Card**.
 3. Choose the **Withdrawn** filter to select a date range (for example, **Last month**).
 4. Review the list of withdrawals. Each row represents a single settlement withdrawal from your bank account.

docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md

@@ -123,7 +123,7 @@ Use this section to quickly check how much you can spend before making a purchas
 
 ## What is Home for?
 
-Home helps you get oriented when you sign in. It shows whether anything needs attention, highlights what’s new, and points you to the right place—like Inbox or Reports—if you need to take action.
+Home helps you get oriented when you sign in. It shows whether anything needs attention, highlights what’s new, and points you to the right place—like Inbox or Spend—if you need to take action.
 
 ## Is Home the same as Inbox?
 

docs/articles/new-expensify/getting-started/Free-Features-in-Expensify.md

@@ -20,8 +20,8 @@ Anyone with an Expensify account can use the free features — no workspace requ
 
 ## Where to find free features in Expensify
 
-- **Web:** Use the navigation tabs on the left to access **Inbox**, **Reports**, or **Account**.
-- **Mobile:** Use the navigation tabs on the bottom to access **Inbox**, **Reports**, or **Account**.
+- **Web:** Use the navigation tabs on the left to access **Inbox**, **Spend**, or **Account**.
+- **Mobile:** Use the navigation tabs on the bottom to access **Inbox**, **Spend**, or **Account**.
 
 ---
 
@@ -94,7 +94,7 @@ For purchases without receipts, enter expenses by hand.
 Export your data for taxes, budgeting, or sharing with an accountant.
 
 ### Web
-1. Click **Reports** > **Expenses**.
+1. Click **Spend** > **Expenses**.
 2. Tick the boxes of the expenses you want to export. 
 3. Click **Selected** at the top.
 4. Choose **Export** from the dropdown menu.

docs/articles/new-expensify/getting-started/How-to-Access-Expensify-Training.md

@@ -80,7 +80,7 @@ You’ll learn how to:
 
 Prefer to explore on your own?
 
-The navigation tour provides a guided overview of New Expensify and explains where to find core sections such as Inbox, Reports, and Settings.
+The navigation tour provides a guided overview of New Expensify and explains where to find core sections such as Inbox, Spend, and Settings.
 
 Use this tour if you want a high-level introduction to:
 
@@ -111,10 +111,10 @@ Learn how Concierge supports you in Expensify.
 Step-by-step instructions for creating and submitting expenses.
 👉 [Create an Expense](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Create-an-Expense)
 
-**Get started with the Reports page**
+**Get started with the Spend page**
 
 Understand how reports are organized and managed.
-👉 [Getting Started with the Reports Page](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Reports-Page)
+👉 [Getting Started with the Spend page](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Reports-Page)
 
 **How to avoid common scams**
 

docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md

@@ -1,13 +1,13 @@
 ---
 title: Navigating New Expensify
-description: Learn how to move around New Expensify using the navigation tabs, including Home, Inbox, Reports, Workspaces, and Account on web and mobile.
-keywords: [New Expensify, navigation tabs, navigation, Home tab, Inbox tab, Reports tab, Workspaces tab, Account tab, Receipt button, Create button, workspace filter]
+description: Learn how to move around New Expensify using the navigation tabs, including Home, Inbox, Spend, Workspaces, and Account on web and mobile.
+keywords: [New Expensify, navigation tabs, navigation, Home tab, Inbox tab, Spend tab, Workspaces tab, Account tab, Receipt button, Create button, workspace filter]
 internalScope: Audience is all Expensify members. Covers how to navigate Expensify using the navigation tabs and primary action buttons. Does not explain the detailed behavior of the Home tab sections.
 ---
 
 # Navigating New Expensify 
 
-New Expensify uses a consistent navigation layout across web and mobile so you can quickly move between Home, Inbox, Reports, Workspaces, and Account settings.
+New Expensify uses a consistent navigation layout across web and mobile so you can quickly move between Home, Inbox, Spend, Workspaces, and Account settings.
 
 This guide explains where to find each tab and what it’s used for.
 
@@ -24,7 +24,7 @@ Tabs include:
 
 - **Home**
 - **Inbox**
-- **Reports**
+- **Spend**
 - **Workspaces**
 - **Account**
 
@@ -34,7 +34,7 @@ Tabs include:
 
 The **Home** tab is the first screen you see when you sign in.
 
-Use Home to get oriented and see whether anything needs attention. From the Home tab, you can navigate to Inbox, Reports, or Workspaces as needed.
+Use Home to get oriented and see whether anything needs attention. From the Home tab, you can navigate to Inbox, Spend, or Workspaces as needed.
 
 For a full breakdown of what appears on Home, see the **Expensify Home Overview** article.
 
@@ -53,15 +53,15 @@ Use Inbox to:
 
 ---
 
-# What the Reports tab is used for
+# What the Spend tab is used for
 
-**Reports** is where you view and filter expense reports.
+**Spend** is the main place to search and act on expenses and expense reports.
 
-From Reports, you can:
+From **Spend**, you can:
 
-- View all reports you have access to
-- Apply filters
-- Narrow results using the **Workspace filter** inside **Filters**
+- Open **Explore** and choose **Reports** (expense reports), **Expenses**, or **Chats**
+- Use **To-do** shortcuts such as **Submit**, **Approve**, **Pay**, and **Export**
+- Apply filters and narrow results using the **Workspace filter** inside **Filters**
 
 ---
 
@@ -126,7 +126,7 @@ If you’re not sure where to go:
 
 - Use **Home** to see what needs attention.
 - Use **Inbox** to manage conversations and approvals.
-- Use **Reports** to view or filter expense reports.
+- Use **Spend** to view or filter expense reports.
 - Use **Workspaces** to manage workspace settings.
 - Use **Account** to update personal settings or subscription details.
 

docs/articles/new-expensify/getting-started/Track-Personal-Expenses.md

@@ -75,7 +75,7 @@ Other ways to SmartScan receipts include:
 
 Learn more about [creating expenses](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Create-an-Expense)
 
-View expenses in your Expense chat or the **Reports** page. [Export to CSV](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Search-and-Download-Expenses) for tax or accountant use.
+View expenses in your Expense chat or the **Spend** page. [Export to CSV](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses) for tax or accountant use.
 
 ---
 

docs/articles/new-expensify/getting-started/Understanding-the-For-you-Section.md

@@ -9,7 +9,7 @@ internalScope: Audience is all Expensify members. Covers how the For you section
 
 The **For you** section shows items that currently need your attention. Each item links you to the report or view where you can take action.
 
-For you helps you see what needs attention at a glance, without having to search through Inbox or Reports.
+**For you** helps you see what needs attention at a glance, without having to search through Inbox or Spend.
 
 ---
 
@@ -64,7 +64,7 @@ The items you see in **For you** depend on what actions you’re responsible for
 
 ## Where each For you item takes you
 
-When you select an item in **For you**, you’re taken directly to Reports, filtered to show the items that need that action.
+When you select an item in **For you**, you’re taken directly to **Spend**, filtered to show the items that need that action.
 
 For example:
 - **Submit** takes you to reports ready to submit
@@ -91,9 +91,9 @@ If you’re responsible for more than one type of action, such as approving and
 
 An item only appears when a report is waiting specifically on you. If the report is still in progress or waiting on someone else, it won’t appear in For you.
 
-## Does the For you section replace Inbox or Reports?
+## Does the For you section replace Inbox or Spend?
 
-No. For you helps you spot what needs attention and takes you to the right place. All work is still completed in Reports.
+No. For you helps you spot what needs attention and takes you to the right place. All work is still completed in Spend.
 
 ## Why don’t all my reports appear in the For you section?
 

docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md

@@ -26,7 +26,7 @@ Insights always respect workspace permissions. You will only see data you’re a
 
 You can access Insights on both web and mobile.
 
-1. Click **Reports** in the navigation tabs (on the left on web, or on the bottom on mobile).
+1. Click **Spend** in the navigation tabs (on the left on web, or on the bottom on mobile).
 2. Scroll to **Insights**. 
 3. Select an Insight to open the report.
 

docs/articles/new-expensify/insights/View-the-Top-Categories-report.md

@@ -30,10 +30,10 @@ The Top Categories report is available to all workspace members on web and mobil
 ## Where to find the Top Categories report
 
 **Web:**  
-Click **Reports** in the left navigation, then click **Top categories** under the **Insights** section
+Click **Spend** in the left navigation, then click **Top categories** under the **Insights** section
 
 **Mobile:**  
-Tap **Reports** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top categories**.
+Tap **Spend** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top categories**.
 
 ---
 
@@ -66,11 +66,11 @@ The Top Categories report is a suggested search template. You cannot save change
 
 To create and save a custom report:
 
-1. Go to the **Reports** or **Expenses** tab.
+1. Go to the **Spend** or **Expenses** tab.
 2. Use filters to adjust the category grouping or timeframe.
 3. Apply filters and click **Save search** to save your custom report.
 
-[Learn how to create custom reports](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#How-to-use-Reports-search-query-commands)
+[Learn how to create custom reports](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-use-spend-search-query-commands)
 
 ---
 
@@ -110,7 +110,7 @@ The Top Categories report can’t be exported with its grouped totals or summary
 
 To export expenses:
 
-1. Go to the **Reports** or **Expenses** tab.
+1. Go to the **Spend** or **Expenses** tab.
 2. Use filters to group by category and apply the same timeframe.
 3. Expand the category group, select the expenses, and click **Export to CSV**.
 

docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md

@@ -29,10 +29,10 @@ The Top Merchants report is available to all workspace members on web and mobile
 ## Where to find the Top Merchants report
 
 **Web:**  
-Click **Reports** in the left navigation, then click **Top merchants** under the **Insights** section
+Click **Spend** in the left navigation, then click **Top merchants** under the **Insights** section
 
 **Mobile:**  
-Tap **Reports** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top merchants**.
+Tap **Spend** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top merchants**.
 
 ---
 
@@ -65,11 +65,11 @@ The Top Merchants report is a suggested search template. You cannot save changes
 
 To create and save a custom report:
 
-1. Go to the **Reports** or **Expenses** tab.
+1. Go to the **Spend** or **Expenses** tab.
 2. Use filters to adjust the merchant grouping or timeframe.
 3. Apply filters and click **Save search** to save your custom report.
 
-[Learn how to create custom reports](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#How-to-use-Reports-search-query-commands)
+[Learn how to create custom reports](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-use-spend-search-query-commands)
 
 ---
 
@@ -111,7 +111,7 @@ The Top Merchants report can't be exported with its grouped totals or summary da
 
 To export expenses:
 
-1. Go to the **Reports** or **Expenses** tab.
+1. Go to the **Spend** or **Expenses** tab.
 2. Use filters to group by merchant and apply the same timeframe.
 3. Expand the merchant group, select the expenses, and click **Export to CSV**.