From e23b2de3e0824a9d4f466d939b2d3da690f67ee6 Mon Sep 17 00:00:00 2001 From: Ali Toshmatov Date: Tue, 23 May 2023 14:16:29 +0500 Subject: [PATCH 1/6] Docs issue 1, 2 done --- .../Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md b/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md index 6c8d5314f718..0d6ac812c45d 100644 --- a/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md +++ b/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md @@ -5,7 +5,7 @@ description: Best practices for how to deploy Expensify for your business This playbook details best practices on how Bootstrapped Startups with less than 5 employees can use Expensify to prioritize product development while capturing business-related receipts for future reimbursement. - See our *[Playbook for VC-Backed Startups](https://help.expensify.com/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups)* if you have taken venture capital investment and are more concerned with prioritizing top-line revenue growth than achieving near-term profitability -- See our *[Playbook for Small to Medium-Sized Businesses]([url](https://help.expensify.com/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses))* if you are more concerned with maintaining profitability than growing top-line revenue. +- See our *[Playbook for Small to Medium-Sized Businesses](https://help.expensify.com/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses)* if you are more concerned with maintaining profitability than growing top-line revenue. # Who you are As a bootstrapped startup, you have surrounded yourself with a small handful of people you trust, and are focused on developing your concept to officially launch and possibly take to outside investors. You are likely running your business with your own money, and possibly a small amount of funding from friends and family. You are either paying yourself a little, or not at all, but at this stage, the company isn’t profitable. And for now, you are capturing receipts so that you can reimburse yourself for startup costs when you either take on investment or start to turn a profit. @@ -14,7 +14,7 @@ As a bootstrapped startup, you have surrounded yourself with a small handful of This playbook is built based on best practices we’ve developed after processing expenses for tens of thousands of companies around the world. As such, use this playbook as your starting point, knowing that you can customize Expensify to suit your business needs. Every company is different, and we’re always one chat away with any questions you may have. ## Step 1: Create your Expensify account -If you don't already have one, go to *[new.expensify.com](new.expensifiy.com)* and sign up for an account with your business email address. +If you don't already have one, go to *[new.expensify.com](https://new.expensifiy.com)* and sign up for an account with your business email address. ## Step 2: Create a Free Plan Workspace There are three plans (Free, Collect, and Control), but for your needs, we recommend the *Free Plan* for the following reasons: From f186cf8358da2b1c9973b833ff46bd5dc727430b Mon Sep 17 00:00:00 2001 From: Ali Toshmatov Date: Tue, 23 May 2023 14:18:41 +0500 Subject: [PATCH 2/6] Docs issue 3 done --- .../Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md b/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md index 0d6ac812c45d..f3026f8fd80f 100644 --- a/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md +++ b/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md @@ -14,7 +14,7 @@ As a bootstrapped startup, you have surrounded yourself with a small handful of This playbook is built based on best practices we’ve developed after processing expenses for tens of thousands of companies around the world. As such, use this playbook as your starting point, knowing that you can customize Expensify to suit your business needs. Every company is different, and we’re always one chat away with any questions you may have. ## Step 1: Create your Expensify account -If you don't already have one, go to *[new.expensify.com](https://new.expensifiy.com)* and sign up for an account with your business email address. +If you don't already have one, go to *[new.expensify.com](https://new.expensify.com)* and sign up for an account with your business email address. ## Step 2: Create a Free Plan Workspace There are three plans (Free, Collect, and Control), but for your needs, we recommend the *Free Plan* for the following reasons: @@ -25,7 +25,7 @@ There are three plans (Free, Collect, and Control), but for your needs, we recom To create your Free Plan Workspace: -1. Go to *new.expensify.com* +1. Go to *[new.expensify.com](https://new.expensify.com)* 2. Select *New Workspace* 3. Select the avatar in the top left corner 4. Click on the workspace name and rename it From dc779ab05a35a96206df2a0af165cc1b530a0926 Mon Sep 17 00:00:00 2001 From: Ali Toshmatov Date: Tue, 23 May 2023 14:20:36 +0500 Subject: [PATCH 3/6] Docs issue 4,5 done --- .../Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md | 2 +- .../Expensify-Playbook-for-US-based-VC-Backed-Startups.md | 2 +- 2 files changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md b/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md index d26d85e90cd3..c011ae36aea8 100644 --- a/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md +++ b/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md @@ -14,7 +14,7 @@ As a small to medium-sized business owner, your main aim is to achieve success a This playbook is built on best practices we’ve developed after processing expenses for tens of thousands of companies around the world. As such, use this playbook as your starting point, knowing that you can customize Expensify to suit your business needs. Every company is different, and your dedicated Setup Specialist is always one chat away with any questions you may have. ### Step 1: Create your Expensify account -If you don't already have one, go to [Expensify.com](https://expensify.com) and sign up for an account with your work email address. The account is free so don’t worry about the cost at this stage. +If you don't already have one, go to [new.expensify.com](https://new.expensify.com) and sign up for an account with your work email address. The account is free so don’t worry about the cost at this stage. > _Employees really appreciate how easy it is to use, and the fact that the reimbursement drops right into their bank account. Since most employees are submitting expenses from their phones, the ease of use of the app is critical_ > diff --git a/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md b/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md index 78d47083f4c2..fab0a3bb4db0 100644 --- a/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md +++ b/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md @@ -15,7 +15,7 @@ As a VC-backed business focused on growth and efficiency, you are looking for a This playbook is built based on best practices we’ve developed after processing expenses for tens of thousands of companies around the world. As such, use this playbook as your starting point, knowing that you can customize Expensify to suit your business needs. Every company is different, and we’re always one chat away with any questions you may have. ## Step 1: Create your Expensify account -If you don't already have one, go to [Expensify.com](https://expensify.com) and sign up for an account with your work email address. The account is free so don’t worry about the cost at this stage. +If you don't already have one, go to [new.expensify.com](https://new.expensify.com) and sign up for an account with your work email address. The account is free so don’t worry about the cost at this stage. ## Step 2: Create a Control Policy There are three policy types, but for your needs we recommend the Control Policy for the following reasons: From deb63cff1fe10f75e3a8ef909386b538c280d479 Mon Sep 17 00:00:00 2001 From: Ali Toshmatov Date: Tue, 23 May 2023 14:52:39 +0500 Subject: [PATCH 4/6] Updated left out links --- ...Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md | 2 +- .../Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md | 4 ++-- .../Expensify-Playbook-for-US-based-VC-Backed-Startups.md | 4 ++-- 3 files changed, 5 insertions(+), 5 deletions(-) diff --git a/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md b/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md index c011ae36aea8..caeb5eebf6d4 100644 --- a/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md +++ b/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md @@ -280,4 +280,4 @@ Now that we’ve gone through all of the steps for setting up your account, let 4. Click *Accept Terms* ## You’re all set! -Congrats, you are all set up! If you need any assistance with anything mentioned above or would like to understand other features available in Expensify, reach out to your Setup Specialist directly in new.expensify.com. Don’t have one yet? Create a Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. +Congrats, you are all set up! If you need any assistance with anything mentioned above or would like to understand other features available in Expensify, reach out to your Setup Specialist directly in [new.expensify.com](https://new.expensify.com). Don’t have one yet? Create a Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. diff --git a/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md b/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md index f3026f8fd80f..c64a7655b1c7 100644 --- a/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md +++ b/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md @@ -31,7 +31,7 @@ To create your Free Plan Workspace: 4. Click on the workspace name and rename it 5. Express yourself by adding an avatar image, preferably an image of yourself -The Free Plan also gives you direct access to lightning-fast 24/7 support via Concierge. Within new.expensify.com, you can start a direct message (DM) with Concierge anytime. +The Free Plan also gives you direct access to lightning-fast 24/7 support via Concierge. Within [new.expensify.com](https://new.expensify.com/concierge), you can start a direct message (DM) with Concierge anytime. ## Step 3: Invite Your Team As a bootstrapped startup, you communicate with your team all day. Similarly, if you are a co-founder, you will have multiple people that will need to capture receipts for your project. @@ -87,5 +87,5 @@ To view and pay bills: When you have bills to pay you can click *View all bills* under the *Manage your bills* box and we’ll keep a neatly organized list of all of the bills you can pay via ACH directly from your Expensify account. # You’re all set! -Congrats, you are all set up! If you need any assistance with anything mentioned above, reach out to either your Concierge directly in new.expensify.com, or email concierge@expensify.com. Create a Collect or Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. +Congrats, you are all set up! If you need any assistance with anything mentioned above, reach out to either your Concierge directly in [new.expensify.com](https://new.expensify.com/concierge), or email concierge@expensify.com. Create a Collect or Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. diff --git a/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md b/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md index fab0a3bb4db0..250ed8b9ca6c 100644 --- a/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md +++ b/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md @@ -29,7 +29,7 @@ To create your Control Policy: 2. Select *Group* and click the button that says *New Policy* 3. Click *Select* under Control -The Control plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's #admins room at new.expensify.com, and chatting with them there. The Control plan is bundled with the Expensify Card is $9 per user per month when you commit annually, which is a 75% discount off our standard unbundled price point. The Control plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's *#admins* room in [new.expensify.com](https://new.expensify.com), and chat with them there. +The Control plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's #admins room at [new.expensify.com](https://new.expensify.com), and chatting with them there. The Control plan is bundled with the Expensify Card is $9 per user per month when you commit annually, which is a 75% discount off our standard unbundled price point. The Control plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's *#admins* room in [new.expensify.com](https://new.expensify.com), and chat with them there. ## Step 3: Connect your accounting system As a VC-backed company, your investors will want to see that your books are managed properly. That means making sure that: @@ -205,4 +205,4 @@ Now that we’ve gone through all of the steps for setting up your account, let 4. Click *Accept Terms* # You’re all set! -Congrats, you are all set up! If you need any assistance with anything mentioned above, reach out to either your Setup Specialist or your Account Manager directly in new.expensify.com. Don’t have one yet? Create a Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. +Congrats, you are all set up! If you need any assistance with anything mentioned above, reach out to either your Setup Specialist or your Account Manager directly in [new.expensify.com](https://new.expensify.com). Don’t have one yet? Create a Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. From 459a569036c28be32854f7e589b8edd575397891 Mon Sep 17 00:00:00 2001 From: Ali Toshmatov Date: Wed, 24 May 2023 20:38:16 +0500 Subject: [PATCH 5/6] Updated all links to be italic --- ...pensify-Playbook-for-Small-to-Medium-Sized-Businesses.md | 6 +++--- .../Expensify-Playbook-for-US-based-VC-Backed-Startups.md | 6 +++--- 2 files changed, 6 insertions(+), 6 deletions(-) diff --git a/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md b/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md index caeb5eebf6d4..d7bdef860cf7 100644 --- a/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md +++ b/docs/articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses.md @@ -14,7 +14,7 @@ As a small to medium-sized business owner, your main aim is to achieve success a This playbook is built on best practices we’ve developed after processing expenses for tens of thousands of companies around the world. As such, use this playbook as your starting point, knowing that you can customize Expensify to suit your business needs. Every company is different, and your dedicated Setup Specialist is always one chat away with any questions you may have. ### Step 1: Create your Expensify account -If you don't already have one, go to [new.expensify.com](https://new.expensify.com) and sign up for an account with your work email address. The account is free so don’t worry about the cost at this stage. +If you don't already have one, go to *[new.expensify.com](https://new.expensify.com)* and sign up for an account with your work email address. The account is free so don’t worry about the cost at this stage. > _Employees really appreciate how easy it is to use, and the fact that the reimbursement drops right into their bank account. Since most employees are submitting expenses from their phones, the ease of use of the app is critical_ > @@ -37,7 +37,7 @@ To create your Control Policy: 2. Select *Group* and click the button that says *New Policy* 3. Click *Select* under Control -The Control Plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's *#admins* room in [new.expensify.com](https://new.expensify.com), and in your company’s policy settings in the *Overview* tab, where you can chat with them and schedule an onboarding call to walk through any setup questions. The Control Plan bundled with the Expensify Card is only *$9 per user per month* (not taking into account cash back your earn) when you commit annually. That’s a 75% discount off the unbundled price point if you choose to use a different Corporate Card (or no) provider. +The Control Plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's *#admins* room in *[new.expensify.com](https://new.expensify.com)*, and in your company’s policy settings in the *Overview* tab, where you can chat with them and schedule an onboarding call to walk through any setup questions. The Control Plan bundled with the Expensify Card is only *$9 per user per month* (not taking into account cash back your earn) when you commit annually. That’s a 75% discount off the unbundled price point if you choose to use a different Corporate Card (or no) provider. ### Step 3: Connect your accounting system As a small to medium-sized business, it's important to maintain proper spend management to ensure the success and stability of your organization. This requires paying close attention to your expenses, streamlining your financial processes, and making sure that your financial information is accurate, compliant, and transparent. Include best practices such as: @@ -280,4 +280,4 @@ Now that we’ve gone through all of the steps for setting up your account, let 4. Click *Accept Terms* ## You’re all set! -Congrats, you are all set up! If you need any assistance with anything mentioned above or would like to understand other features available in Expensify, reach out to your Setup Specialist directly in [new.expensify.com](https://new.expensify.com). Don’t have one yet? Create a Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. +Congrats, you are all set up! If you need any assistance with anything mentioned above or would like to understand other features available in Expensify, reach out to your Setup Specialist directly in *[new.expensify.com](https://new.expensify.com)*. Don’t have one yet? Create a Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. diff --git a/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md b/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md index 250ed8b9ca6c..501d2f1538ef 100644 --- a/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md +++ b/docs/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups.md @@ -15,7 +15,7 @@ As a VC-backed business focused on growth and efficiency, you are looking for a This playbook is built based on best practices we’ve developed after processing expenses for tens of thousands of companies around the world. As such, use this playbook as your starting point, knowing that you can customize Expensify to suit your business needs. Every company is different, and we’re always one chat away with any questions you may have. ## Step 1: Create your Expensify account -If you don't already have one, go to [new.expensify.com](https://new.expensify.com) and sign up for an account with your work email address. The account is free so don’t worry about the cost at this stage. +If you don't already have one, go to *[new.expensify.com](https://new.expensify.com)* and sign up for an account with your work email address. The account is free so don’t worry about the cost at this stage. ## Step 2: Create a Control Policy There are three policy types, but for your needs we recommend the Control Policy for the following reasons: @@ -29,7 +29,7 @@ To create your Control Policy: 2. Select *Group* and click the button that says *New Policy* 3. Click *Select* under Control -The Control plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's #admins room at [new.expensify.com](https://new.expensify.com), and chatting with them there. The Control plan is bundled with the Expensify Card is $9 per user per month when you commit annually, which is a 75% discount off our standard unbundled price point. The Control plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's *#admins* room in [new.expensify.com](https://new.expensify.com), and chat with them there. +The Control plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's #admins room at *[new.expensify.com](https://new.expensify.com)*, and chatting with them there. The Control plan is bundled with the Expensify Card is $9 per user per month when you commit annually, which is a 75% discount off our standard unbundled price point. The Control plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's *#admins* room in *[new.expensify.com](https://new.expensify.com)*, and chat with them there. ## Step 3: Connect your accounting system As a VC-backed company, your investors will want to see that your books are managed properly. That means making sure that: @@ -205,4 +205,4 @@ Now that we’ve gone through all of the steps for setting up your account, let 4. Click *Accept Terms* # You’re all set! -Congrats, you are all set up! If you need any assistance with anything mentioned above, reach out to either your Setup Specialist or your Account Manager directly in [new.expensify.com](https://new.expensify.com). Don’t have one yet? Create a Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. +Congrats, you are all set up! If you need any assistance with anything mentioned above, reach out to either your Setup Specialist or your Account Manager directly in *[new.expensify.com](https://new.expensify.com)*. Don’t have one yet? Create a Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. From 144c21668057a38b1759fdf9c3fbbbb375bffadb Mon Sep 17 00:00:00 2001 From: Ali Toshmatov Date: Wed, 24 May 2023 20:59:41 +0500 Subject: [PATCH 6/6] Updated concierge link --- .../Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md b/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md index c64a7655b1c7..571e3e134c71 100644 --- a/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md +++ b/docs/articles/playbooks/Expensify-Playbook-for-US-Based-Bootstrapped-Startups.md @@ -31,7 +31,7 @@ To create your Free Plan Workspace: 4. Click on the workspace name and rename it 5. Express yourself by adding an avatar image, preferably an image of yourself -The Free Plan also gives you direct access to lightning-fast 24/7 support via Concierge. Within [new.expensify.com](https://new.expensify.com/concierge), you can start a direct message (DM) with Concierge anytime. +The Free Plan also gives you direct access to lightning-fast 24/7 support via Concierge. Within *[new.expensify.com](https://new.expensify.com/concierge)*, you can start a direct message (DM) with Concierge anytime. ## Step 3: Invite Your Team As a bootstrapped startup, you communicate with your team all day. Similarly, if you are a co-founder, you will have multiple people that will need to capture receipts for your project. @@ -87,5 +87,5 @@ To view and pay bills: When you have bills to pay you can click *View all bills* under the *Manage your bills* box and we’ll keep a neatly organized list of all of the bills you can pay via ACH directly from your Expensify account. # You’re all set! -Congrats, you are all set up! If you need any assistance with anything mentioned above, reach out to either your Concierge directly in [new.expensify.com](https://new.expensify.com/concierge), or email concierge@expensify.com. Create a Collect or Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. +Congrats, you are all set up! If you need any assistance with anything mentioned above, reach out to either your Concierge directly in *[new.expensify.com](https://new.expensify.com/concierge)*, or email concierge@expensify.com. Create a Collect or Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you.