Expensify · brianlee-expensify · Mar 10, 2026 · Mar 6, 2026 · Mar 7, 2026 · Mar 7, 2026
@@ -42,7 +42,7 @@ You can reimburse submitted and approved reports in Expensify using direct depos
 For international bank transfers.
 
 ## Setup requirements
-- A Workspace Admin must [enable global reimbursements](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Enable-Global-Reimbursements).
+- A Workspace Admin must [enable global reimbursements](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Enable-Global-Reimbursement).
 - Recipients must [connect a deposit account](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-US-Bank-Account).
 
 > Only verified business accounts can send global reimbursements.

@@ -1,7 +1,8 @@
 ---
 title: Understanding the Copilot Function
-description: Safely delegate tasks without sharing login information.
-keywords: Expensify Classic, Copilot, delegate access, expense management
+description: Safely delegate tasks to a Copilot without sharing your login information.
+keywords: [Expensify Classic, Copilot, copilot access, delegate access, expense management, full access, submit only access, account delegation, share account, behalf of, proxy access]
+internalScope: Applies to all members. Covers how to delegate a CoPilot and navigate between accounts as a CoPilot. Does not cover taking account actions once access is delegated. 
 ---
 
 You can safely delegate tasks to someone else without sharing your login information by assigning them as your **Copilot**. A Copilot can access your Expensify account through their own login to:
@@ -13,7 +14,7 @@ You can safely delegate tasks to someone else without sharing your login informa
 
 ---
 
-# Assign a Copilot
+# How to Assign a Copilot
 
 1. Go to **Settings > Account > Profile**.
 2. Under **Copilot Access**, enter the email or phone number of the person you want to assign as your Copilot.

@@ -1,7 +1,7 @@
 ---
 title: Delegate When Out of Office
 description: Assign a vacation delegate to act on your behalf or on behalf of another employee
-keywords: [Expensify Classic, delegate approvals, out-of-office approver]
+keywords: [Expensify Classic, delegate approvals, out-of-office approver, vacation, out of office, approval delegation, temporary delegate, vacation delegate, copilot vs delegate]
 ---
 
 When you're out of the office or on vacation, you can assign a **Vacation Delegate** to manage your reports while you're away. Domain Admins can also assign delegates for other members of their domain. 

@@ -58,6 +58,6 @@ Once verified, an email will be sent to all domain members informing them that t
 
 # Add Another Domain
 To add an additional domain:
-1. Add your domain email address (`@yourcompany.com`) as a **primary or secondary email** in Expensify -- [How to add an email](https://help.expensify.com/articles/expensify-classic/settings/account-settings/Change-or-add-email-address)
+1. Add your domain email address (`@yourcompany.com`) as a **primary or secondary email** in Expensify -- [How to add an email](https://help.expensify.com/articles/expensify-classic/settings/Contact-Methods)
 2. Follow the steps above to claim and verify the new domain.
 
@@ -30,7 +30,7 @@ Use this approach if automatic migration isn't possible. Have each employee foll
 
 ## Step-by-step instructions
 
-1. Add your new email address as a [secondary login](https://help.expensify.com/articles/expensify-classic/settings/account-settings/Change-or-add-email-address) to your current account.
+1. Add your new email address as a [secondary login](https://help.expensify.com/articles/expensify-classic/settings/Contact-Methods) to your current account.
 2. [Claim and verify your new domain](https://help.expensify.com/articles/expensify-classic/domains/Claim-And-Verify-A-Domain).
 3. If using [domain groups](https://help.expensify.com/articles/expensify-classic/domains/Create-A-Group), disable **Restrict Primary Login Selection** on all groups in the old domain.
 4. Switch the **Primary Login** to the new email (swap primary and secondary emails).
@@ -43,7 +43,7 @@ Use this approach if automatic migration isn't possible. Have each employee foll
    - Remove all Domain Admins.
    - The **last remaining admin** will see a **Reset** button—click it to complete the process.
 
-8. If someone has already created an account using the new email, they need to [merge accounts](https://help.expensify.com/articles/expensify-classic/settings/account-settings/Merge-accounts).
+8. If someone has already created an account using the new email, they need to [merge accounts](https://help.expensify.com/articles/expensify-classic/settings/Merge-Accounts).
 9. Rebuild your [domain groups](https://help.expensify.com/articles/expensify-classic/domains/Create-A-Group) on the new domain and assign users to them.
 
 ---
@@ -60,5 +60,5 @@ Yes! Migrating preserves your account history, reports, and settings as long as
 
 ## What if employees already created accounts under the new domain?
 
-They’ll need to [merge their accounts](https://help.expensify.com/articles/expensify-classic/settings/account-settings/Merge-accounts) to keep everything in one place.
+They’ll need to [merge their accounts](https://help.expensify.com/articles/expensify-classic/settings/Merge-Accounts) to keep everything in one place.
 
@@ -54,7 +54,7 @@ Select your Identity (SAML) Provider for detailed steps on configuring SAML Sing
 # How SAML Single Sign-On (SSO) affects login behavior
 
 - Members with email addresses matching your verified domain will be prompted to log in through your configured IdP.
-- Members using a personal or secondary email (e.g., Gmail) must [update their email address](https://help.expensify.com/articles/expensify-classic/settings/Change-or-add-email-address) to match the verified domain for SSO access.
+- Members using a personal or secondary email (e.g., Gmail) must [update their email address](https://help.expensify.com/articles/expensify-classic/settings/Contact-Methods) to match the verified domain for SSO access.
 
 ---
 

@@ -34,7 +34,7 @@ To view details about past or upcoming trips in the Expensify mobile app:
 # FAQ
 
 ## How do I capture Trip receipts sent to my personal email?
-If your trip receipt was sent to an email that is **not** linked to your Expensify account, add it as a [secondary login](https://help.expensify.com/articles/expensify-classic/settings/Change-or-add-email-address) and forward the receipt to **receipts@expensify.com**.
+If your trip receipt was sent to an email that is **not** linked to your Expensify account, add it as a [secondary login](https://help.expensify.com/articles/expensify-classic/settings/Contact-Methods) and forward the receipt to **receipts@expensify.com**.
 
 ## How do I upload Trip receipts that were not sent via email?
 If you have a trip receipt that wasn’t emailed to you, manually upload it to your account. Learn more about [manually creating expenses](https://help.expensify.com/articles/expensify-classic/expenses/Add-an-expense#add-an-expense-manually).
@@ -126,7 +126,7 @@ The filtered list will show expenses with settlement entries but no correspondin
 
 # Tips for Efficient Reconciliation
 
-- Enable [Scheduled Submit](https://help.expensify.com/articles/expensify-classic/workspaces/reports/Scheduled-Submit) to ensure timely expense submissions.
+- Enable [Scheduled Submit](https://help.expensify.com/articles/expensify-classic/reports/Automatically-submit-employee-reports) to ensure timely expense submissions.
 - Communicate with employees about unapproved expenses via the #announce room on [new.expensify.com](http://new.expensify.com).
 - Be aware that Expensify Card payments are posted to your general ledger immediately but may not be withdrawn from your bank until the next business day.
 - Consider accruing for Expensify Cards based on your internal policies.

@@ -2,7 +2,7 @@
 title: Automatically submit employee reports
 description: Learn how to configure automatic employee report submissions in Expensify Classic using the Submissions setting in your Workspace workflows.
 internalScope: Audience is Workspace Admins. Covers how to enable and configure automatic employee report submissions in Expensify Classic. Does not cover manual report workflows or approval routing.
-keywords: [Expensify Classic, automatic report submission, submission frequency, delay submissions, expense report schedule, Workspace workflows]
+keywords: [Expensify Classic, automatic report submission, submission frequency, delay submissions, expense report schedule, Workspace workflows, Scheduled Submit, auto submit, employee submission, submit expenses automatically]
 ---
 
 

@@ -1,6 +1,7 @@
 ---
 title: Managing Contact Methods in Expensify
-description: Learn how to update or add an Email address and manage devices tied to your Expensify account.
+description: Learn how to add email addresses or phone numbers as contact methods, change your primary login, and manage devices tied to your Expensify account.
+keywords: [Expensify Classic, contact method, secondary login, add email, change email, primary email, additional email, phone number, login methods, multiple logins, change primary email]
 ---
 
 Your **primary contact method** on Expensify is used for receiving all notifications and updates. Adding an additional **contact method** enables you to:

@@ -1,7 +1,7 @@
 ---
 title: Merge Accounts
 description: Learn how to merge two Expensify accounts into one and keep all your data in a single login.
-keywords: [Expensify Classic, merge accounts, combine logins, consolidate email addresses, multiple accounts]
+keywords: [Expensify Classic, merge accounts, combine logins, consolidate email addresses, multiple accounts, combine accounts, link accounts, two Expensify accounts, consolidate accounts, merge Expensify accounts]
 ---
 
 If you have more than one Expensify account—like a personal and a company account—you can merge them. This brings all your reports, receipts, settings, and data into one place.

@@ -8,7 +8,6 @@ Expensify offers flexible reimbursement options to help businesses quickly and e
 
 There are a few ways to reimburse employees in Expensify. The option that's best suited for you and your business will depend on a few different factors:
 - **Direct Reimbursement**: For companies with a business bank account in the US that reimburse employees within the US.
-- **Indirect Reimbursement**: This option is available to all members, and connecting a bank account to Expensify is not required. Indirect reimbursements that all reports are reimbursed outside of Expensify.
 - **Indirect Reimbursement**: This option is available to all members, and connecting a bank account to Expensify is not required. Indirect reimbursements mean that all reports are reimbursed outside of Expensify.
 - **Global Reimbursement**: If your company bank account is in the US, Canada, the UK, Europe, or Australia, you can reimburse employees directly in nearly any country worldwide.
 
@@ -43,7 +42,7 @@ If you reimburse through a separate system or payroll, Expensify can collect and
 
 Once [a business bank account is connected to Expensify](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Business-Bank-Accounts-USD#how-to-add-a-verified-business-bank-account), a Workspace Admin can enable **Global Reimbursement** by navigating to **Settings > Workspaces > [Workspace Name] > Workflows > Make or track payments > Direct** and selecting **Enable Global Reimbursements**.
 
-More information on setting up Global Reimbursement can be found **[here](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Global-Reimbursements)**.
+More information on setting up Global Reimbursement can be found in the **[Enable Global Reimbursement guide](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Enable-Global-Reimbursement)**.
 
 ---
 

@@ -1,7 +1,7 @@
 ---
 title: Enable per diem expenses
-description: Allow employees to add per diem expenses
-keywords: [Expensify Classic, per diem]
+description: Learn how to enable per diem expenses and import daily allowance rates for meals, lodging, and travel in an Expensify Classic workspace.
+keywords: [Expensify Classic, per diem, per diem rates, enable per diem, daily allowance, meal allowance, travel allowance, fixed daily rate, per diem setup, configure per diem, import per diem rates, business travel expenses, lodging allowance]
 ---
 
 A Workspace Admin must first enable per diem expenses and set the per diem rates for Workspace Members to submit per diem expenses. 

@@ -1,7 +1,7 @@
 ---
 title: Manage Duplicate Expenses
 description: Learn how to identify and resolve potential duplicate expenses in New Expensify using the built-in Duplicate Detection tool.
-keywords: [New Expensify, duplicate expense, review duplicate, expense on hold, resolve duplicates, flagged request, Collect plan, Control plan]
+keywords: [New Expensify, duplicate expense, review duplicate, expense on hold, resolve duplicates, flagged request, Collect plan, Control plan, merge expenses, avoiding duplicates, duplicate detection]
 ---
 
 Duplicate Detection helps prevent accidental double-submission of expenses by flagging entries within a member's account that have the same **date** and **amount**. When a potential duplicate is found, a red dot appears in the navigation tabs (on the left on web, and at the bottom on mobile) or next to the chat where the expense lives, and the expense is placed on **hold**.

@@ -1,7 +1,7 @@
 ---
 title: How to set up automatic employee report submissions
 description: Enable Submissions to automatically submit employee expenses on a custom schedule—daily, weekly, by trip, and more.
-keywords: [submit reports automatically, expense submission schedule, Submissions toggle, report frequency, Workspace Admin, expense automation, submit by trip]
+keywords: [submit reports automatically, expense submission schedule, Submissions toggle, report frequency, Workspace Admin, expense automation, submit by trip, Scheduled Submit, auto submit, employee submission, delay submission]
 internalScope: Audience is Workspace Admins. Covers how to enable and configure automatic report submissions using the Submissions setting. Does not cover manual report workflows or approval routing.
 ---
 
@@ -43,7 +43,6 @@ Only **Workspace Admins** can turn on Submissions and choose a submission freque
 
 ![Submissions section in Expensify Workflows settings, showing the toggle enabled and Frequency set to By trip]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceSubmissions_ND.png){:width="100%"}
 
-assets/images/ExpensifyHelp-WorkspaceSubmissions_Classic.png
 ---
 
 ## How to use the By trip submission frequency

@@ -1,7 +1,7 @@
 ---
 title: Merge Expenses
 description: Learn how to merge duplicate expenses in Expensify, including cash and card transactions, eligibility rules, and step-by-step instructions for web and mobile.
-keywords: [merge expenses, duplicate expenses, combine expenses, merge duplicate expenses, merge receipts, SmartScan duplicate, cash expense, card expense, expense matching, fix duplicate expense]
+keywords: [merge expenses, duplicate expenses, combine expenses, merge duplicate expenses, merge receipts, SmartScan duplicate, cash expense, card expense, expense matching, fix duplicate expense, merging expenses, merge transactions, combine transactions, deduplicate expenses]
 internalScope: Audience is all members. Covers manually merging duplicate expenses and eligibility rules. Does not cover SmartScan automation logic or expense deletion workflows.
 ---
 

@@ -1,7 +1,7 @@
 ---
 title: Create a Per Diem Expense
 description: Learn how to create and submit a per diem expense by selecting a workspace, destination, time period, and eligible sub-rates.
-keywords: [New Expensify, per diem, per diem expense, create per diem, per diem submission, business travel, expensify per diem, meal reimbursement, travel expense, daily allowance]
+keywords: [New Expensify, per diem, per diem expense, create per diem, per diem submission, business travel, expensify per diem, meal reimbursement, travel expense, daily allowance, meal allowance, travel allowance, per diem rates]
 ---
 
 Per diem expenses let you claim daily allowances for meals, lodging, and incidentals based on preset rates. If your workspace has Per Diem enabled, you can easily create these expenses directly from the **Create expense** flow.

@@ -1,7 +1,7 @@
 ---
 title: Copilot Access
 description: How to add a Copilot or act as a Copilot for delegated account access
-keywords: [New Expensify, copilot, delegated access, switch accounts, expense management, account assistant, view user account, expense forwarding]
+keywords: [New Expensify, copilot, copilot access, delegated access, switch accounts, expense management, account assistant, view user account, expense forwarding, full access, limited access, account delegation, share account, behalf of, proxy access]
 ---
 
 You can assign someone access to your Expensify account as a **Copilot**. A Copilot can help manage expenses, review reports, and access your settings without sharing your login details.
@@ -28,7 +28,7 @@ Copilots can access another user’s Expensify account to:
 
 To grant someone access to your account:
 
-1. In the navigation tabs (on the left on web, and at the bottom on mobile) (on the left on web, and at the bottom on mobile), click **Account > Security**.
+1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Security**.
 2. In the **Copilot: Delegated Access** section, click **Add Copilot**.
 3. Search for the user by **name** or **email**.
 4. Choose the access level:
@@ -44,13 +44,13 @@ To grant someone access to your account:
 
 To **remove a Copilot**:
 
-1. In the navigation tabs (on the left on web, and at the bottom on mobile) (on the left on web, and at the bottom on mobile), click **Account > Security**.
+1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Security**.
 2. In the **Copilot: Delegated Access** section, click the **three-dot menu** next to their name.
 3. Select **Remove Copilot**, then confirm.
 
 To **change a Copilot's access level**:
 
-1. In the navigation tabs (on the left on web, and at the bottom on mobile) (on the left on web, and at the bottom on mobile), click **Account > Security**.
+1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Account > Security**.
 2. In the **Copilot: Delegated Access** section, click the **three-dot menu** next to their name.
 3. Choose **Change Access Level**.
 4. Select **Full Access** or **Limited Access** and confirm your choice.

@@ -1,9 +1,8 @@
 ---
 title: Delegate When Out of Office
 description: Assign a vacation delegate to approve reports on your behalf while you're away.
-keywords: [New Expensify, delegate approvals, out-of-office approver]
+keywords: [New Expensify, delegate approvals, out-of-office approver, vacation, out of office, approval delegation, temporary delegate, vacation delegate, copilot vs delegate]
 ---
-<div id="new-expensify" markdown="1">
 
 If you're out of the office or on vacation, you can assign a **Vacation Delegate** to handle your approvals while you're away.
 
@@ -54,5 +53,3 @@ No. Clearing your status won't affect your delegate. You'll need to manually rem
 ## What if my delegate isn’t in the same workspace?
 
 If your delegate isn’t part of your workspace, Workspace Admins will be notified by email and prompted to add them.
-
-</div>
@@ -1,7 +1,7 @@
 ---
 title: Merge Accounts
 description: Learn how to merge multiple Expensify accounts to consolidate data and simplify logging in.
-keywords: [merge accounts, New Expensify, account consolidation, personal account, company account, merge data]
+keywords: [merge accounts, New Expensify, account consolidation, personal account, company account, merge data, combine accounts, link accounts, two Expensify accounts, consolidate accounts, merge Expensify accounts]
 ---