Merge pull request Expensify#75691 from Expensify/joekaufmanexpensify-patch-6

[No QA] Create Share-a-Business-Bank-Account.md

Author: kadiealexander

docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md

@@ -1,7 +1,7 @@
 ---
 title: Connect a Business Bank Account
 description: How to connect a business bank account to New Expensify in supported currencies (USD, CAD, GBP, EUR, AUD).
-keywords: [New Expensify, business bank account, verified business bank account, send reimbursement, micro transactions, test deposits, verification amounts, bank verification]
+keywords: [New Expensify, business bank account, verified business bank account, send reimbursement, micro transactions, test deposits, verification amounts, bank verification, share bank account, share business bank account]
 ---
 
 <div id="new-expensify" markdown="1">
@@ -16,15 +16,15 @@ Follow the steps below to connect your business bank account and enable payment
 
 ## Step 1: Enable Make or Track Payments
 
-1. Click **Workspaces** in the navigation tabs
+1. Click **Workspaces** in the navigation tabs.
 2. Navigate to **[Workspace Name] > More Features**.
 3. Click **Enable Workflows**.
 4. A **Workflows** setting will appear in the left-hand menu.
 5. Click **Workflows** and enable **Make or Track Payments**.
 
-![Workflows screen with Connect Bank Account button]({{site.url}}/assets/images/ExpensifyHelp_ConnectBankAccount_1_Light.png){:width="100%"}
+![Enable workflows from the more features page]({{site.url}}/assets/images/Help-ConnectBusinessBankAccount-1.png){:width="100%"}
 
-![Workflows screen with Connect Bank Account button]({{site.url}}/assets/images/ExpensifyHelp_ConnectBankAccount_2_Light.png){:width="100%"}
+![Workflows screen with Connect Bank Account button]({{site.url}}/assets/images/Help-ConnectBusinessBankAccount-2.png){:width="100%"}
 
 ---
 
@@ -34,6 +34,8 @@ Follow the steps below to connect your business bank account and enable payment
 2. Select either **Connect online with Plaid (preferred)** or **Connect manually**.
 3. Enter your bank details.
 
+**Note:** If your business bank account already exists in Expensify, an admin with access can **share it with you** — no need to complete the setup process again. [Learn how to share a business bank account](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account).
+
 ---
 
 ## Step 3: Verify your identity with a U.S.-issued photo ID
@@ -43,8 +45,8 @@ After entering your personal details, you’ll be prompted to complete identity
 2. Use your device to take a **selfie** and record a **short video** of yourself.
 
 **Your ID must be:**
-- Issued in the **US**.
-- Current (**expiration date must be in the future**).
+- Issued in the **US**
+- Current (**expiration date must be in the future**)
 
 ---
 
@@ -65,16 +67,22 @@ Add your company details, including:
    - If no individual owns **25% or more**, leave both boxes **unchecked**.
 2. Accept the agreement terms and verify that all details are **true and accurate**.
 
+---
+
 ## Step 6: Wait for documentation review
 
 In some cases, Concierge may request additional documents (e.g., business address verification or a bank letter). If this happens, Concierge will follow up directly.
 
+---
+
 ## Step 7: Watch for the test transaction message
 
 Once your account is nearly ready, you’ll see the message: **“Your bank account is almost set up!”**
 
 This means Expensify has sent **three test transactions** (usually arriving within 1–2 business days). You’ll need these to complete setup.
 
+---
+
 ## Step 8: Validate the test transactions
 
 1. Return to **Settings > Workspaces > [Workspace Name] > Workflows > Payments**.
@@ -135,3 +143,4 @@ Once completed, contact **Concierge** to re-trigger the microtransactions.
 ## Is my data safe?
 Yes! Expensify uses **bank-level security measures** and is **tested daily** by **McAfee**. Learn more about our security policies [here](https://help.expensify.com/articles/new-expensify/settings/Encryption-and-Data-Security).
 
+</div>

docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md

@@ -0,0 +1,83 @@
+---
+title: Share a Business Bank Account
+description: Workspace Admins can now share access to a business bank account with other admins — no need to set it up from scratch.
+keywords: [share business bank account, reimbursements, Wallet, Workspace Admin, Settings > Wallet, pending validation, Expensify business bank]
+---
+
+<div id="new-expensify" markdown="1">
+
+# Sharing a business bank account in Expensify
+
+If you’ve already added a business bank account, you can share access to that account with other Workspace Admins. This eliminates the need to repeat the full setup process.
+
+## Who can share a business bank account in Expensify
+
+Only **Workspace Admins** can share an existing business bank account. You can only share accounts that have been verified. 
+
+## Where to find the business bank account sharing option
+
+Go to the navigation tabs and select **Settings > Wallet**. 
+
+## How to share a business bank account
+
+To share an existing account with other admins:
+
+1. Open **Settings > Wallet**.
+2. Click the **three-dot menu (⋮)** next to the bank account you want to share.
+3. Select **Share**.
+4. On the Share screen:
+   - The list shows only Workspace Admins from workspaces where you also have admin access.
+5. Select the admins you want to share with, then click **Share**.
+6. You’ll see a confirmation screen once the share is successful.
+
+**Note:** You’ll only see Admins of workspaces where you’re also an admin in the list.
+
+![Open the wallet page]({{site.url}}/assets/images/Help-ShareBankAccount-1.png){:width="100%"}
+
+![Open the three dot menu next to the bank account and tap share]({{site.url}}/assets/images/Help-ShareBankAccount-2.png){:width="100%"}
+
+![Select the admins you want to share with]({{site.url}}/assets/images/Help-ShareBankAccount-3.png){:width="100%"}
+
+![Close the confirmation screen once the share is successful]({{site.url}}/assets/images/Help-ShareBankAccount-4.png){:width="100%"}
+
+---
+
+## What happens after sharing a business bank account
+
+- The shared-to admins will receive a Concierge message letting them know the account was shared.
+- They’ll now see the account in their **Wallet**.
+
+**For US accounts:**
+- The shared account appears with an **Action required** badge.
+- The shared-to admin will need to **validate** the account by entering test transactions.
+- After validation, they can begin using it. 
+
+**For non-US accounts:**
+- The shared account is ready to use immediately — no test transactions required.
+
+# FAQ
+
+## Why share a business bank account?
+
+Sharing saves time. You don’t have to redo the full verification process, and it makes it easier to:
+- Change the workspace payer
+- Set up new Workspaces
+- Enable reimbursements without delay
+
+## Can I share the same bank account with multiple admins?
+
+Yes. You can share a bank account with multiple admins at once. 
+
+## Why don’t I see the Share option?
+
+You’ll only see **Share** if the bank account is verified and there is at least one eligible Workspace Admin you haven’t shared with yet.
+
+## What if the other admin already has a copy of the account?
+
+If an admin already has access to the bank account, they won’t appear in the share list.
+
+## Can a shared admin share the bank account with others?
+
+Yes — once an admin has validated the account (if required), they can share the bank account with other admins. 
+
+</div>