From bf1279c7f0c1ad8c3a71558892171d2b58765e38 Mon Sep 17 00:00:00 2001 From: Rushat Gabhane Date: Fri, 30 Jan 2026 06:00:34 +0530 Subject: [PATCH 01/79] fix url: rm www --- docs/assets/js/main.js | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/assets/js/main.js b/docs/assets/js/main.js index 0c7284c2a5b92..24618aeeef623 100644 --- a/docs/assets/js/main.js +++ b/docs/assets/js/main.js @@ -116,7 +116,7 @@ function openSidebar() { } } -const SEARCH_API_URL = 'https://www.expensify.com/api/SearchHelpsite'; +const SEARCH_API_URL = 'https://expensify.com/api/SearchHelpsite'; function getTitleFromURL(url) { return url.split('/').pop().replace(/-/g, ' '); From 8be157d701c78f11b90dcc3b26cec678dd635ce9 Mon Sep 17 00:00:00 2001 From: Rushat Gabhane Date: Mon, 2 Feb 2026 19:07:02 +0530 Subject: [PATCH 02/79] add illustrations --- docs/assets/images/playbook-help.svg | 216 ++++++++++++++++++ .../simple-illustration__approval-members.svg | 10 + .../images/simple-illustration__buildings.svg | 21 ++ ...mple-illustration__cardreader-alt2-alt.svg | 61 +++++ ...imple-illustration__commentbubbles-alt.svg | 12 + ...simple-illustration__company-share-alt.svg | 32 +++ .../simple-illustration__company-share.svg | 32 +++ ...imple-illustration__creditcards--green.svg | 22 ++ .../simple-illustration__money-receipt.svg | 34 +++ ...mple-illustration__twocards-horizontal.svg | 11 + 10 files changed, 451 insertions(+) create mode 100644 docs/assets/images/playbook-help.svg create mode 100644 docs/assets/images/simple-illustration__approval-members.svg create mode 100644 docs/assets/images/simple-illustration__buildings.svg create mode 100644 docs/assets/images/simple-illustration__cardreader-alt2-alt.svg create mode 100644 docs/assets/images/simple-illustration__commentbubbles-alt.svg create mode 100644 docs/assets/images/simple-illustration__company-share-alt.svg create mode 100644 docs/assets/images/simple-illustration__company-share.svg create mode 100644 docs/assets/images/simple-illustration__creditcards--green.svg create mode 100644 docs/assets/images/simple-illustration__money-receipt.svg create mode 100644 docs/assets/images/simple-illustration__twocards-horizontal.svg diff --git a/docs/assets/images/playbook-help.svg b/docs/assets/images/playbook-help.svg new file mode 100644 index 0000000000000..835381cbe7f0b --- /dev/null +++ b/docs/assets/images/playbook-help.svg @@ -0,0 +1,216 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/docs/assets/images/simple-illustration__approval-members.svg b/docs/assets/images/simple-illustration__approval-members.svg new file mode 100644 index 0000000000000..a519691921fc6 --- /dev/null +++ b/docs/assets/images/simple-illustration__approval-members.svg @@ -0,0 +1,10 @@ + + + + + + + + + + diff --git a/docs/assets/images/simple-illustration__buildings.svg b/docs/assets/images/simple-illustration__buildings.svg new file mode 100644 index 0000000000000..23e0c2cdf390c --- /dev/null +++ b/docs/assets/images/simple-illustration__buildings.svg @@ -0,0 +1,21 @@ + + + + + + + + + + + + + + + + + + + + + diff --git a/docs/assets/images/simple-illustration__cardreader-alt2-alt.svg b/docs/assets/images/simple-illustration__cardreader-alt2-alt.svg new file mode 100644 index 0000000000000..7fe47dda2d9bf --- /dev/null +++ b/docs/assets/images/simple-illustration__cardreader-alt2-alt.svg @@ -0,0 +1,61 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/docs/assets/images/simple-illustration__commentbubbles-alt.svg b/docs/assets/images/simple-illustration__commentbubbles-alt.svg new file mode 100644 index 0000000000000..fe9c08b3fde4c --- /dev/null +++ b/docs/assets/images/simple-illustration__commentbubbles-alt.svg @@ -0,0 +1,12 @@ + + + + + + + + + + + + diff --git a/docs/assets/images/simple-illustration__company-share-alt.svg b/docs/assets/images/simple-illustration__company-share-alt.svg new file mode 100644 index 0000000000000..38663d477fa6b --- /dev/null +++ b/docs/assets/images/simple-illustration__company-share-alt.svg @@ -0,0 +1,32 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/docs/assets/images/simple-illustration__company-share.svg b/docs/assets/images/simple-illustration__company-share.svg new file mode 100644 index 0000000000000..38663d477fa6b --- /dev/null +++ b/docs/assets/images/simple-illustration__company-share.svg @@ -0,0 +1,32 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/docs/assets/images/simple-illustration__creditcards--green.svg b/docs/assets/images/simple-illustration__creditcards--green.svg new file mode 100644 index 0000000000000..77c3f14dfe85a --- /dev/null +++ b/docs/assets/images/simple-illustration__creditcards--green.svg @@ -0,0 +1,22 @@ + + + + + + + + + + + + + + + + + + + + + + diff --git a/docs/assets/images/simple-illustration__money-receipt.svg b/docs/assets/images/simple-illustration__money-receipt.svg new file mode 100644 index 0000000000000..c774ac25f74c3 --- /dev/null +++ b/docs/assets/images/simple-illustration__money-receipt.svg @@ -0,0 +1,34 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/docs/assets/images/simple-illustration__twocards-horizontal.svg b/docs/assets/images/simple-illustration__twocards-horizontal.svg new file mode 100644 index 0000000000000..65e242aa3882e --- /dev/null +++ b/docs/assets/images/simple-illustration__twocards-horizontal.svg @@ -0,0 +1,11 @@ + + + + + + + + + + + From 6f30cb7f9caf1ef3101357aeb38649a9c48b875a Mon Sep 17 00:00:00 2001 From: Rushat Gabhane Date: Mon, 2 Feb 2026 20:02:13 +0530 Subject: [PATCH 03/79] add getting started and topics cards to homepage --- docs/_data/_routes.yml | 117 +++++++++++++++++++++++++++++++++++++++++ 1 file changed, 117 insertions(+) diff --git a/docs/_data/_routes.yml b/docs/_data/_routes.yml index 98bcd4b7ea8d7..28dfbc88fb353 100644 --- a/docs/_data/_routes.yml +++ b/docs/_data/_routes.yml @@ -3,6 +3,123 @@ home: title: Welcome to ExpensifyHelp! description: Find answers using the search bar or click on the version of Expensify you're using to access the relevant resources. +# "Getting Started" and "Topics" cards shown on the homepage +getting-started: + - title: For employees + icon: /assets/images/simple-illustration__approval-members.svg + description: Join a workspace, submit expenses and enable 2FA. + href: /articles/new-expensify/getting-started/Join-your-company's-workspace + + - title: For admins + icon: /assets/images/simple-illustration__company-share-alt.svg + description: Create a workspace, connect accounting and configure approvals. + href: /articles/new-expensify/getting-started/Create-a-company-workspace + + - title: With payments + icon: /assets/images/simple-illustration__cardreader-alt2-alt.svg + description: Link a business bank account to enable reimbursements and the Expensify Card. + href: /articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account + +topics: + - title: Expense management + icon: /assets/images/simple-illustration__money-receipt.svg + hub: /new-expensify/hubs/reports-and-expenses/ + links: + - label: Create expenses + href: /articles/new-expensify/reports-and-expenses/Create-an-Expense + - label: Submit expense reports + href: /articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports + - label: Pay expenses + href: /articles/new-expensify/wallet-and-payments/Pay-Expenses + + - title: Expensify Card + icon: /assets/images/simple-illustration__creditcards--green.svg + hub: /new-expensify/hubs/expensify-card/ + links: + - label: Enable Expensify Cards + href: /articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card + - label: Activate and use cards + href: /articles/new-expensify/expensify-card/Cardholder-Settings-and-Features + - label: Reconcile transactions + href: /articles/new-expensify/expensify-card/View-and-Reconcile-Expensify-Card-Expenses + + - title: Company cards + icon: /assets/images/simple-illustration__twocards-horizontal.svg + hub: /new-expensify/hubs/connect-credit-cards/ + links: + - label: Connect commercial feed + href: /articles/new-expensify/connect-credit-cards/Commercial-feeds + - label: Connect directly + href: /articles/new-expensify/connect-credit-cards/Direct-feeds + - label: Map cards to GL + href: /articles/new-expensify/connect-credit-cards/Company-Card-Settings + + - title: Accounting + icon: /assets/images/simple-illustration__monitor-remotesync.svg + hub: /new-expensify/hubs/connections/ + links: + - label: Connect to NetSuite + href: /articles/new-expensify/connections/netsuite/Connect-To-NetSuite + - label: Connect to QuickBooks Online + href: /articles/new-expensify/connections/quickbooks-online/Connect-to-QuickBooks-Online + - label: Connect to Xero + href: /articles/new-expensify/connections/xero/Connect-to-Xero + + - title: Workflows + icon: /assets/images/workflow.svg + hub: /new-expensify/hubs/workspaces/ + links: + - label: Configure rules + href: /articles/new-expensify/workspaces/Workspace-Rules + - label: Automation and approvals + href: /articles/new-expensify/workspaces/Workspace-Workflows + - label: Prohibited expense detection + href: /articles/new-expensify/workspaces/Prohibited-Expense-Rule + + - title: Back-office + icon: /assets/images/simple-illustration__buildings.svg + hub: /new-expensify/hubs/settings/ + links: + - label: Reporting + href: /articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Reports-Page + - label: Configure taxes + href: /articles/new-expensify/workspaces/Track-Taxes + - label: Nominate vacation delegate + href: /articles/new-expensify/settings/Delegate-when-out-of-office + + - title: Travel + icon: /assets/images/simple-illustration__luggage.svg + hub: /travel/hubs/ + links: + - label: Use Expensify Travel + href: /travel/hubs/getting-started/ + - label: Set up Per Diems + href: /articles/new-expensify/workspaces/Configure-Per-Diem-in-a-workspace + - label: Configure mileage + href: /articles/new-expensify/workspaces/Set-distance-rates + + - title: Chat + icon: /assets/images/simple-illustration__commentbubbles-alt.svg + hub: /new-expensify/hubs/chat/ + links: + - label: Chat with people + href: /articles/new-expensify/chat/Create-a-New-Chat + - label: Chat basics + href: /articles/new-expensify/chat/Chat-Features-and-Moderation-Tools + - label: Organize your Inbox + href: /articles/new-expensify/chat/Prioritize-and-Pin-Chats + + - title: Reporting + icon: /assets/images/envelope-receipt.svg + hub: /new-expensify/hubs/reports-and-expenses/ + links: + - label: Search and filter + href: /articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify + - label: Export data + href: /articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses + - label: Reconciliation + href: /articles/new-expensify/reports-and-expenses/Statement-Matching-and-Reconciliation + platforms: - href: expensify-classic title: Expensify Classic From eaf1df381212f2c2952c3ec0e249b0934cad9b24 Mon Sep 17 00:00:00 2001 From: Rushat Gabhane Date: Mon, 2 Feb 2026 20:02:14 +0530 Subject: [PATCH 04/79] add non-root page condition wrapper --- docs/_includes/search-toggle.html | 8 +++++++- 1 file changed, 7 insertions(+), 1 deletion(-) diff --git a/docs/_includes/search-toggle.html b/docs/_includes/search-toggle.html index caa11c63c46fb..f0c4fb49d20c4 100644 --- a/docs/_includes/search-toggle.html +++ b/docs/_includes/search-toggle.html @@ -1,5 +1,11 @@ +{% unless page.url == "/" or page.url contains "/search" %}
- + {% if page.url contains "expensify-classic" %} + + {% else %} + + {% endif %}
+{% endunless %} From 60656c29643a4f1c32baa5c4e33178468f9d3303 Mon Sep 17 00:00:00 2001 From: Rushat Gabhane Date: Mon, 2 Feb 2026 20:02:14 +0530 Subject: [PATCH 05/79] add topic-card component with icon title and links --- docs/_includes/topic-card.html | 11 +++++++++++ 1 file changed, 11 insertions(+) create mode 100644 docs/_includes/topic-card.html diff --git a/docs/_includes/topic-card.html b/docs/_includes/topic-card.html new file mode 100644 index 0000000000000..38bfe97893d7f --- /dev/null +++ b/docs/_includes/topic-card.html @@ -0,0 +1,11 @@ +{% assign topic = include.topic %} +
+ {{ topic.title }} +

{{ topic.title }}

+ +
From f86f0ff92e5081af701db75a9481c1097142d2d3 Mon Sep 17 00:00:00 2001 From: Rushat Gabhane Date: Mon, 2 Feb 2026 20:02:15 +0530 Subject: [PATCH 06/79] revamp homepage: add hero, search and cards --- docs/index.html | 43 +++++++++++++++++++++++++++++++++++++------ 1 file changed, 37 insertions(+), 6 deletions(-) diff --git a/docs/index.html b/docs/index.html index ceea63cb398a9..76fe8be8dbe42 100644 --- a/docs/index.html +++ b/docs/index.html @@ -2,14 +2,45 @@ ---
-

{{ site.data.routes.home.title }}

+
+
+

{{ site.data.routes.home.title }}

+ +
+
+ ExpensifyHelp +
+
-

{{ site.data.routes.home.description }}

+

Getting Started

+
+ {% for card in site.data.routes.getting-started %} + +
+
+ {{ card.title }} +
+
+

{{ card.title }}

+

{{ card.description }}

+
+
+ + {% endfor %} +
-
- {% for platform in site.data.routes.platforms %} - {% assign platform_href = platform.href %} - {% include platform-card.html href=platform.platform_href %} +

Topics

+
+ {% for topic in site.data.routes.topics %} + {% include topic-card.html topic=topic %} {% endfor %}
From 03210bf85c0e9d71c236967dbdd541bf7bdc1ea5 Mon Sep 17 00:00:00 2001 From: Rushat Gabhane Date: Mon, 2 Feb 2026 20:03:20 +0530 Subject: [PATCH 07/79] update sidebar search to include /search --- docs/_layouts/default.html | 4 +--- 1 file changed, 1 insertion(+), 3 deletions(-) diff --git a/docs/_layouts/default.html b/docs/_layouts/default.html index de778ab1b7202..2efc1b1357acb 100644 --- a/docs/_layouts/default.html +++ b/docs/_layouts/default.html @@ -48,13 +48,11 @@
- - {% include sidebar-search.html id="sidebar-layer" %} {% include search-result-item.html %}
- {% if page.url == "/" or page.url contains "/hubs/" %} + {% if page.url == "/" or page.url contains "/search" or page.url contains "/hubs/" %} {% include lhn-template.html %} {% else %}