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Merge pull request Expensify#64944 from Expensify/add-contextual-help-documentation
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    • :action/:iouType/start/:transactionID/:reportID/scan/:backToReport
    • settings/workspaces/:policyID

‎help/ref/:action/:iouType/start/:transactionID/:reportID/scan/:backToReport/index.md‎

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---
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layout: product
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title: Scan Receipt
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---
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# Scan Receipt
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SmartScan automatically extracts expense details from receipt images.
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## How to Scan
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1. Click the **+** button and select **Create expense**
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2. Choose **Scan**
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3. Upload an image or take a photo of your receipt
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4. SmartScan extracts merchant, date, amount, and currency
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5. Choose your workspace and add any required details
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6. Click **Create expense**
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## What SmartScan Detects
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- **Amount** and currency
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- **Merchant** name and location
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- **Date** of purchase
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- **Tax** information (when visible)
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- **Category** suggestions based on merchant type
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## Supported Receipt Types
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- **Photos** - Take with your device camera
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- **Email receipts** - Forward to receipts@expensify.com
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- **PDF receipts** - Upload from your device
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- **Screenshots** - From apps or websites
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## Tips for Best Results
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- Ensure receipt text is clear and readable
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- Include the full receipt in the image
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- Good lighting improves accuracy
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- Straight angles work better than tilted photos
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## After Scanning
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- Review extracted details for accuracy
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- Add description, category, or tags as needed
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- SmartScan learns from your corrections
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## Related Links
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- [Create an Expense](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Create-an-Expense)
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- [Free Features in Expensify](https://help.expensify.com/articles/new-expensify/getting-started/Free-Features-in-Expensify)

‎help/ref/settings/workspaces/:policyID/accounting/index.md‎

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---
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layout: product
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title: Accounting Integrations
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---
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# Accounting Integrations
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Connect your workspace to accounting software to sync expenses and streamline financial management.
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## Supported Integrations
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**QuickBooks Online**
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- Real-time expense sync
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- Category and vendor mapping
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- Tax rate synchronization
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**QuickBooks Desktop**
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- File-based import/export
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- Chart of accounts import
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- Custom field mapping
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**Xero**
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- Automatic report sync
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- Tracking category import
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- Tax rate management
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**NetSuite**
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- Advanced multi-entity support
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- Custom dimension mapping
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- Automated bill payments
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**Sage Intacct**
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- Department/class tracking
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- Multi-currency support
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- Advanced approval workflows
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## Getting Started
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1. Go to **Workspaces > [Workspace] > More Features**
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2. Enable **Accounting**
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3. Click **Accounting** in the left menu
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4. Choose your integration and click **Set up**
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5. Follow the connection prompts
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## What Gets Synced
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**From your accounting system:**
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- Chart of accounts (as categories)
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- Classes, departments, locations (as tags)
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- Tax rates and customers
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- Vendors and bill payment accounts
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**To your accounting system:**
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- Approved expense reports
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- Company card transactions
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- Vendor bills and journal entries
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- Payment records and reconciliation data
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## Related Links
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- [Connect to QuickBooks Online](https://help.expensify.com/articles/new-expensify/connections/quickbooks-online/Connect-to-QuickBooks-Online)
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- [Connect to Xero](https://help.expensify.com/articles/new-expensify/connections/xero/Connect-to-Xero)
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- [Connect to NetSuite](https://help.expensify.com/articles/new-expensify/connections/netsuite/Connect-To-NetSuite)

‎help/ref/settings/workspaces/:policyID/members/index.md‎

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---
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layout: product
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title: Workspace Members
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---
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# Workspace Members
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Manage team access, roles, and permissions for your workspace.
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## Member Roles
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**Admin**
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- Full workspace control and settings access
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- Add/remove members and change roles
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- Set up integrations and payment methods
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- Approve and pay expenses
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**Member**
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- Submit expenses and create reports
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- Participate in workspace chats
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- View assigned expenses and reports
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**Auditor**
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- View all workspace reports (read-only)
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- Add comments but cannot modify expenses
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- No approval or payment permissions
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## Adding Members
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1. Go to **Workspaces > [Workspace] > Members**
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2. Click **Invite Member**
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3. Enter name, email, or phone number
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4. Choose a role (defaults to Member)
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5. Add optional invitation message
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6. Click **Invite**
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**Alternative:** Share workspace URL or QR code from **Settings > Profile > Share**
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## Managing Members
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**Change Role:**
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1. Click member's name
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2. Click **Role** and select new role
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3. Confirm changes
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**Remove Member:**
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1. Click member's name
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2. Click **Remove from Workspace**
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3. Confirm removal
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**Bulk Actions:**
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- Select multiple members with checkboxes
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- Use dropdown to remove or modify multiple members
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## Transfer Ownership
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1. Go to **Members** and click current **Owner**
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2. Click **Transfer Owner**
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3. Confirm transfer
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4. You become the new owner
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## Related Links
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- [Managing Workspace Members](https://help.expensify.com/articles/new-expensify/workspaces/Managing-Workspace-Members)
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- [Add Approvals](https://help.expensify.com/articles/new-expensify/workspaces/Add-Approvals)

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