diff --git a/docs/articles/new-expensify/workspaces/Create-expense-categories.md b/docs/articles/new-expensify/workspaces/Create-expense-categories.md index 6f810d8f96d0..3eb148e92fe1 100644 --- a/docs/articles/new-expensify/workspaces/Create-expense-categories.md +++ b/docs/articles/new-expensify/workspaces/Create-expense-categories.md @@ -89,6 +89,24 @@ You can enable, disable, or delete categories in bulk by selecting the checkbox {% include end-selector.html %} +# Add or edit a GL code or payroll code + +If your workspace is on the Control plan, you can optionally add a GL code and payroll code to each category. Collect plan users will need to upgrade to Control for access to GL codes and payroll codes. + +GL codes and payroll codes can be exported to a CSV export. They are not displayed to users. + +**To edit GL codes or payroll codes for a category:** + +1. Click your profile image or icon in the bottom left menu +2. Click **Workspaces** in the left menu +3. Select a workspace +4. Click **Categories** +5. Click a category to open the category-settings +6. To add or edit a GL code, click the GL code field, make the desired change, then click **Save** +7. To add or edit a payroll code, click the payroll code field, make the desired change, then click **Save** + + + # Automatic Expensify categories Over time, Expensify learns how you categorize specific merchants and automatically applies that category to the merchant in the future. diff --git a/docs/articles/new-expensify/workspaces/Create-expense-tags.md b/docs/articles/new-expensify/workspaces/Create-expense-tags.md index e048ad9ca768..cc76b4016856 100644 --- a/docs/articles/new-expensify/workspaces/Create-expense-tags.md +++ b/docs/articles/new-expensify/workspaces/Create-expense-tags.md @@ -95,6 +95,22 @@ You can enable, disable, or delete tags in bulk by selecting the checkbox to the {% include end-selector.html %} +# Add or edit a GL code or payroll code + +If your workspace is on the Control plan, you can optionally add a GL code and payroll code to each category. Collect plan users will need to upgrade to Control for access to GL codes and payroll codes. + +GL codes and payroll codes can be exported to a CSV export. They are not displayed to users. + +**To edit GL codes or payroll codes for a category:** + +1. Click your profile image or icon in the bottom left menu +2. Click **Workspaces** in the left menu +3. Select a workspace +4. Click **Categories** +5. Click a category to open the category-settings +6. To add or edit a GL code, click the GL code field, make the desired change, then click **Save** +7. To add or edit a payroll code, click the payroll code field, make the desired change, then click **Save** + # Automatic Expensify tags Over time, Expensify learns how you tag specific merchants and automatically applies that tag to the merchant in the future. diff --git a/docs/articles/new-expensify/workspaces/Track-taxes.md b/docs/articles/new-expensify/workspaces/Track-taxes.md new file mode 100644 index 000000000000..c98af9746607 --- /dev/null +++ b/docs/articles/new-expensify/workspaces/Track-taxes.md @@ -0,0 +1,66 @@ +--- +title: Track taxes +description: Set up tax rates in your Expensify workspace +--- +
+ +# Track taxes + +Each Expensify workspace can be configured with one or more tax rates. Once tax rates are enabled on your workspace, all expenses will have a default tax rate applied based on the currency, and employees will be able to select the correct tax rate for each expense. + +Tax rates are only available on the Control plan. Collect plan users will need to upgrade to Control for access to tag tax codes. + +## Enable taxes on a workspace + +Taxes can be enabled on any workspace where the default currency is not USD. Please note that if you have a direct accounting integration, tax rates will be managed through the integration and cannot be manually enabled or disabled using the instructions below. + +**To enable taxes on your workspace:** + +1. Click your profile image or icon in the bottom left menu +2. Click **Workspaces** in the left menu +3. Select the workspace where you want to enable tax codes +4. Click **More features** in the left menu +5. Click the toggle next to **Taxes** + +After toggling on taxes, you will see a new **Taxes** option in the left menu. + +## Manually add, delete, or edit tax rates + +**To manually add a tax rate:** + +1. Click your profile image or icon in the bottom left menu +2. Scroll down and click **Workspaces** in the left menu +3. Select the workspace where you want to add tax codes +4. Click **Taxes** in the left menu +5. Click **Add rate** in the top right +6. Enter a name, value, and tax code, then click **Save** + +**To enable, disable, edit or delete a single tax rate:** + +1. Click the tax rate on the **Taxes** settings page +2. To enable or disable the tax rate, click the toggle next to **Enable rate**, then click **Save** +3. To edit the name, value, or tax code, click into the **Name**, **Value**, or **Tax Code** field, then click **Save** +4. To permanently delete the tax rate, click **Delete** + +Please note: The workspace currency default rate cannot be deleted or disabled. + +**To enable, disable, or delete tax rates in bulk:** + +1. On the **Taxes** settings page, click the checkboxes next to the tax rates you'd like to delete +2. Click "x selected" in the top right +3. To enable or disable all the selected tax rates, click **Enable rates** or **Disable rates** +4. To permanently delete the tax rates, click **Delete rates** + +Please note: The workspace currency default rate cannot be deleted or disabled. + +## Change the default tax rates + +After enabling taxes in your workspace, you can set two default rates: + +- **Workspace currency default:** Any expenses created in the workspace default currency will default to this tax rate. Employees can select a different tax rate if applicable. +- **Foreign currency default:** Expenses created in any currency besides the workspace default currency will default to this tax rate. Employees can select a different tax rate if applicable. + +**To change the default tax rates:** + +1. On the **Taxes** settings page, click **Settings** in the top right +2. Click **Workspace currency default** or **Foreign currency default** and select the desired tax rate