Add GL & Payroll Code section to Create-expense-categories.md

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. 

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. 

docs/articles/new-expensify/workspaces/Track-taxes.md

@@ -0,0 +1,66 @@
+---
+title: Track taxes
+description: Set up tax rates in your Expensify workspace
+---
+<div id="new-expensify" markdown="1">
+
+# 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