Merge pull request Expensify#65278 from Expensify/maddylewis-patch-1

[NO QA] Updating several articles to include info on PDF downloads, AI receipt detection, and correcting outdated navigation

Author: youssef-lr

docs/articles/expensify-classic/travel/Manage-Travel-Member-Roles.md

@@ -1,22 +1,31 @@
 ---
 title: Manage Travel Member Roles
-description: Modify member roles within Expensify Travel
+description: Learn how to assign or update member roles in Expensify Travel to control booking access and admin capabilities.
+keywords: [Expensify Classic, travel member roles, assign travel roles, travel admin settings, travel permissions, Travel Arranger, Company Admin, Traveler]
 ---
 
-Admins can assign roles to different travel members to determine who they can book travel for (whether for themselves and/or for others) and whether they can adjust administrative settings.
-  
-To assign a role to a travel member, 
+<div id="expensify-classic" markdown="1">
+
+Admins can assign specific roles to travel members in Expensify Travel. These roles control who a member can book travel for and whether they can access administrative travel settings.
+
+---
+
+# Assign or Update Travel Roles
 
 1. Click the **Travel** tab.
-2. Click **Book or manage travel**.
-3. Click the **Program** tab at the top and select **Users**.
-4. Click the name of the member whose role you wish to update.
-5. Click the **Roles** tab and select a role. 
-  - **Traveler**: Can only book travel for themselves.
-  - **Travel Arranger**: Can book travel for themselves and for other workspace members. Arrangers can be set to arrange travel for everyone in the workspace or for specific individuals only.
-  - **Company Admin**: Can book travel for themselves as well as any other workspace members. They can also access administrative features to:
-    - Define travel policies
-    - Add and configure corporate cards as payment methods
-    - View analytics and metrics 
-    - Use the Safety feature
-6. Click **Save**. 
+2. Select **Book or manage travel**.
+3. Go to the **Program** tab and click **Users**.
+4. Select the member whose role you want to update.
+5. Click the **Roles** tab.
+6. Choose one of the following roles:
+   - **Traveler**: Can book travel for themselves only.
+   - **Travel Arranger**: Can book travel for themselves and other workspace members. Access can be granted to arrange travel for specific individuals or the entire workspace.
+   - **Company Admin**: Has full permissions to:
+     - Book travel for any member
+     - Define travel policies
+     - Add and manage corporate cards
+     - View analytics and metrics
+     - Use the Safety feature
+7. Click **Save**.
+
+</div>

docs/articles/expensify-classic/travel/Track-Travel-Analytics.md

@@ -1,42 +1,63 @@
 ---
 title: Track Travel Analytics
-description: Get insight into company travel bookings to ensure real-time duty of care reporting and travel policy compliance. 
+description: Learn how Workspace Admins can access real-time employee travel insights, monitor compliance, and view ESG data using Expensify Travel in Expensify Classic.
+keywords: [Expensify Classic, travel analytics, duty of care, ESG report, travel spend, employee location map, travel compliance, company travel data]
 ---
 
-Expensify Travel provides insights into company travel bookings to ensure real-time duty of care reporting and travel policy compliance. These analytics help Workspace Admins:
+<div id="expensify-classic" markdown="1">
+
+Expensify Travel gives Workspace Admins access to real-time analytics for company travel. From one dashboard, you can monitor employee safety, analyze spending trends, and ensure policy compliance.
+
+With Expensify Travel analytics, you can:
 
 - See global employee locations with a real-time employee location map
 - Analyze travel spend based on details such as trip, traveler, or carrier
 - Monitor booking trends and adherence to travel policy compliance
 - Generate environmental, social, and governance (ESG) reporting
 
-To view your analytics, 
+Travel analytics is accessible within the Expensify Travel platform. 
 
-1. Click Travel in the left menu.
-2. Click **Book or Manage Travel**. 
-3. Click the **Analytics** tab at the top of the screen. 
+**To access travel analytics:**
 
-From here, you can see a variety of reports, including the Duty of Care report, Spend, and ESG metrics. 
+1. Click **Travel** in the left-hand menu.
+2. Click **Book or Manage Travel** to access Expensify Travel.
+3. Click the **Analytics** tab at the top of the screen.
 
-## Duty of Care report 
+You’ll see a variety of reports, including Duty of Care, Spend, and ESG metrics.
+
+---
 
-Duty of care is a legal obligation for employers to safeguard the health, safety, and well-being of their employees both in the office and during business trips. With Expensify’s Duty of Care analytics, you can view a global map showing real-time employee locations. 
+# Duty of Care Report
 
-1. Click the **Analytics** tab at the top and select Travelers.
-2. Use the map to see employee locations. If desired, you can use the filters above the map to show past and future trips, or travel booked to specific locations.
+Track employee locations during work trips to support safety and fulfill duty of care obligations.
 
-## Spend and compliance report 
+1. In the **Analytics** tab, click **Travelers**.
+2. Use the filters above the map to view past or upcoming trips, or to focus on specific regions.
+
+💡 **Note:** Also known as employee travel map, traveler tracking, or real-time travel location.
+
+---
+
+# Spend and Compliance Report
+
+Analyze how your team is spending on travel and how closely they’re following your company’s travel policy.
+
+1. In the **Analytics** tab, click **Company Reports**.
+2. Select a report from the left-hand menu.
+3. Use the three-dot menu in the upper-right corner to download a PDF.
+
+💡 **Note:** This report may also be called a travel spend breakdown, travel policy compliance, or travel cost analysis.
+
+---
 
-Workspace Admins can analyze travel data based on a variety of trip, traveler, and compliance attributes. 
+# ESG Report
 
-1. Click the **Analytics** tab at the top and select Company Reports.
-2. Review the overview data, or select a specific report from the left menu.
-3. Click the three dot menu on the right of the screen to download the report as a PDF.
+View sustainability-related data such as carbon footprint and ethical travel spend.
 
-## ESG report 
+1. In the **Analytics** tab, click **Company Reports**.
+2. From the left-hand menu, select **Air Manifest**.
+3. Check the **CO2 Emissions** column for carbon data.
 
-Expensify Travel provides various ESG metrics, including carbon footprint analysis, sustainability scores, and ethical travel spending. 
+💡 **Note:** You may also see this called sustainability metrics, carbon footprint report, or ethical travel data.
 
-1. Click the **Analytics** tab at the top and select Company Reports.
-2. Click **Air Manifest** in the left menu. 
-3. Review the CO2 Emissions column in the table.
+</div>

docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md

@@ -9,41 +9,29 @@ Easily manage your subscription in New Expensify—update payment details, adjus
 
 ---
 
-# Manage Subscription
+# View Subscription and Add a Payment Card
 
-To view or manage your subscription in New Expensify:
+To view your subscription and add a payment card:
 
-- **Open the app** on your device.
-- **Click your profile icon** in the bottom-left corner.
-- **Go to Workspaces.**
-- **Click Subscription** under the appropriate workspace to view your current plan and settings.
+1. Navigate to **Account > Subscription**.
+2. Click **Add Payment Card** and enter your card details to ensure uninterrupted billing.
 
 ---
 
-## Add Payment Card
-
-Click **Add Payment Card** and enter your card details to ensure uninterrupted billing.
-
-![Screenshot of Add Payment Card option]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Default-Update.png){:width="100%"}
-
----
-
-## Manage Subscription Plan
+# Manage Subscription Plan
 
 In the Subscription section, you can view and update your plan details, including:
 
 - **Current plan:** View your subscription type and number of seats.
 - **Billing info:** See your payment method and next renewal date.
-- **Auto-renew:** Check when your subscription will automatically renew (e.g., **Renews on Nov 1, 2024**).
+- **Auto-renew:** Check when your subscription will automatically renew (e.g., **Renews on Nov 1, 2027**).
 - **Auto-increase annual seats:** See how much you could save by automatically increasing seats if your team grows.
 
 **Note:** Enabling auto-increase will extend your annual subscription end date.
 
-![Screenshot of subscription details]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Details-Update.png){:width="100%"}
-
 ---
 
-## Request Early Cancellation
+# Request Early Cancellation
 
 To request an early cancellation:
 
@@ -52,11 +40,9 @@ To request an early cancellation:
 
 **Note:** Early cancellations aren’t available to all customers.
 
-![Screenshot of cancellation button]({{site.url}}/assets/images/ExpensifyHelp-Subscription-Billing-Update-2.png){:width="100%"}
-
 ---
 
-## Delete a Workspace
+# Delete a Workspace
 
 To permanently delete a workspace:
 
@@ -69,7 +55,7 @@ To permanently delete a workspace:
 
 ---
 
-## Pricing Information
+# Pricing Information
 
 Visit our [Billing page](https://help.expensify.com/new-expensify/hubs/billing-and-subscriptions/) for full pricing details.
 

docs/articles/new-expensify/reports-and-expenses/Create-an-Expense.md

@@ -36,6 +36,15 @@ You can create an expense by scanning a receipt, entering details manually, or t
 💡 **Note:** You can also forward receipts to `receipts@expensify.com` using a verified email address.
 💡 **Note:** Upload your receipt via SMS by texting the photo of your receipt to 47777. To start sending your receipts add your phone number to your account from **Account > Profile > Phone Number**.
 
+## Smart Receipt Detection
+
+Expensify uses AI to detect suspicious or non-human receipts:
+
+- **AI-generated receipts** – We'll flag receipts that appear to be artificially created.
+- **Prohibited expenses** – If a receipt violates workspace rules, it will be flagged as soon as it's submitted.
+
+This feature helps prevent policy violations and ensures accurate expense tracking from the moment of upload.
+
 ---
 
 ## Option 2: Manually Add an Expense

docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md

@@ -1,44 +1,41 @@
 ---
-title: Search and Download Expenses 
-description: Find expenses and export expense data to a CSV file 
-keywords: [New Expensify, download expenses, export expenses to a CSV]
+title: Search and Download Expenses
+description: Learn how to find expenses in New Expensify and export them as a CSV or PDF.
+keywords: [New Expensify, search expenses, download expenses, export CSV, export PDF, download report, download receipt]
 ---
 <div id="new-expensify" markdown="1">
 
-You can easily search for expenses in New Expensify and export them to a CSV file for use in any spreadsheet tool. This guide walks you through how to filter expenses and download your data.
+You can quickly find and download your expenses in New Expensify—either as a spreadsheet-ready CSV or a printable PDF.
 
 ---
 
-# Search Expenses
+# Search for Expenses
 
-Use filters to quickly find the expenses you need before downloading them.
+Use filters to quickly locate the expenses you need.
 
-1. Select the **Search** icon in the bottom-left menu.
-2. Choose the **Expenses** tab at the top-left.
-3. Tap **Filters** in the top-right corner.
-4. Filter your results by:
+1. Click **Reports** in the left-hand menu
+2. Select **Expenses**
+3. Use **Filters** to search for expenses by:
    - Credit card
    - Category or tag
-   - Date Range
+   - Date range
    - Keyword
    - Expense amount
    - And more
-5. Select **View Results** to display matching expenses.
+4. Click **View results** to display the list of expenses matching your search parameters
 
 ---
 
-# Download Expenses
+# Download Expenses as a CSV
 
-Once you’ve found the expenses you need, here’s how to download them.
+Once you’ve filtered the list:
 
-1. Select the checkbox beside each expense, or choose **Select all** at the top.
-2. Click **Selected** in the top-right and choose **Download**.
+1. Select the checkbox beside each expense, or choose to **select all** above the expense list.
+2. Click **Selected > Download**.
 3. A CSV file will automatically download to your device (prefixed with “Expensify”).
-4. Open the file in your preferred spreadsheet tool.
+4. Open it in your spreadsheet tool.
 
-![Select the expenses to download]({{site.url}}/assets/images/search-download.png){:width="100%"}
-
-**The CSV includes the following fields:**
+**Included in the CSV:**
 - Date  
 - Merchant  
 - Description  
@@ -54,22 +51,44 @@ Once you’ve found the expenses you need, here’s how to download them.
 
 ---
 
+# Download a Report (PDF or CSV)
+
+1. In the left-hand menu, select **Reports**
+2. On the **Reports** tab, click the report you want to download
+3. In the upper-right corner, click **More**
+4. Choose either:
+   - **Download as PDF** to generate a printable version
+   - **Download as CSV** to get a spreadsheet version of the report
+
+**Note:** You can only download one report at a time.
+
+---
+
 # FAQ
 
-## Can I export in a different format, like PDF or XLS?
+## Can I export in PDF or XLS format?
+
+You can export:
+- CSV for raw expense data
+- PDF for full reports
+
+XLS format is not supported.
+
+## Is it possible to download individual expenses as a PDF?
 
-No, expense exports are only available in CSV format.
+No, you can only download a PDF of full reports. 
 
 ## Can I customize the columns in the CSV file?
 
-No, the CSV download uses a fixed template and can't be customized.
+No, the CSV download uses a fixed template and cannot be customized.
 
 ## Can I select expenses or reports in bulk?
 
-Yes! Use **Select multiple** or **Select all** to choose multiple items at once.  On mobile, just long-press an item to display these options.
+Yes! Use **Select multiple** or **Select all** to choose multiple expenses for CSV export.  
+PDFs must be downloaded one at a time.
 
-## Why do I see a 404 error when clicking on the receipt image URL in the CSV export?
+## Why do I see a 404 error when clicking the receipt URL in the CSV?
 
-You must be logged into your Expensify account on the browser where the link is being opened. Receipt URLs are only accessible when logged into your Expensify account.
+Make sure you're logged into your Expensify account in the same browser. Receipt links only work when you're signed in.
 
 </div>

docs/articles/new-expensify/settings/Copilot-Access.md

@@ -62,9 +62,9 @@ To **change a Copilot's access level**:
 
 If you've been added as a Copilot, you can switch into the other user’s account easily.
 
-1. Click your **profile icon**.
-2. In the top-left corner of the screen, click the **account switcher arrow** beside your name.
-3. Select the account you'd like to act as.
+1. Navigate to the **Account** tab
+2. Click your name or profile icon to access a drop-down that lists the accounts you have Copilot access to
+3. Select the account you want to access
 
 You'll see a **dual avatar** in the bottom-left corner confirming you're in Copilot mode.
 

docs/articles/new-expensify/travel/Manage-Travel-Member-Roles.md

@@ -1,22 +1,29 @@
 ---
 title: Manage Travel Member Roles
-description: Modify member roles within Expensify Travel
+description: Learn how to assign and update roles for travel members in Expensify Travel.
+keywords: [New Expensify, travel roles, book travel, travel admin, travel arranger, manage travel users]
 ---
 
-Admins can assign roles to different travel members to determine who they can book travel for (whether for themselves and/or for others) and whether they can adjust administrative settings.
-  
-To assign a role to a travel member, 
+<div id="new-expensify" markdown="1">
 
-1. Click the + icon in the bottom left menu and select **Book travel**.
-2. Click **Book or manage travel**.
-3. Click the **Program** tab at the top and select **Users**.
-4. Click the name of the member whose role you wish to update.
-5. Click the **Roles** tab and select a role. 
-  - **Traveler**: Can only book travel for themselves.
-  - **Travel Arranger**: Can book travel for themselves and for other workspace members. Arrangers can be set to arrange travel for everyone in the workspace or for specific individuals only.
-  - **Company Admin**: Can book travel for themselves as well as any other workspace members. They can also access administrative features to:
-    - Define travel policies
-    - Add and configure corporate cards as payment methods
-    - View analytics and metrics 
-    - Use the Safety feature
-6. Click **Save**. 
+Assigning roles in Expensify Travel helps define who can book travel and manage travel program settings. You can update a member's role to match their responsibilities within your workspace.
+
+---
+
+# Assign or Update Travel Member Roles
+
+1. From the left-hand menu, click the green **+** button and select **Book travel**
+2. Select **Book or manage travel**
+3. In the Expensify Travel hub, go to the **Program** tab and choose **Users**
+4. Click the name of the member whose role you want to update
+5. Click the **Roles** tab and choose a role:
+   - **Traveler** – Can only book travel for themselves
+   - **Travel Arranger** – Can book travel for themselves and specific members (or the entire workspace)
+   - **Company Admin** – Can book travel for anyone and access all admin features, including:
+     - Defining travel policies
+     - Managing corporate card payment methods
+     - Viewing analytics and metrics
+     - Using the Safety feature
+6. Click **Save** to apply the changes
+
+</div>