From b14d201b8922d56c994dc34a9cd9a0418fde1b60 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Wed, 27 Sep 2023 13:13:35 +0800 Subject: [PATCH 1/5] Update and rename Tax.md to Tax Tracking.md --- .../Tax Tracking.md | 19 +++++++++++++++++++ .../policy-and-domain-settings/Tax.md | 5 ----- 2 files changed, 19 insertions(+), 5 deletions(-) create mode 100644 docs/articles/expensify-classic/policy-and-domain-settings/Tax Tracking.md delete mode 100644 docs/articles/expensify-classic/policy-and-domain-settings/Tax.md diff --git a/docs/articles/expensify-classic/policy-and-domain-settings/Tax Tracking.md b/docs/articles/expensify-classic/policy-and-domain-settings/Tax Tracking.md new file mode 100644 index 000000000000..106f5f9689b8 --- /dev/null +++ b/docs/articles/expensify-classic/policy-and-domain-settings/Tax Tracking.md @@ -0,0 +1,19 @@ +--- +title: Tax +description: How to track expense taxes +--- +# Overview +Expensify’s tax tracking feature allows you to: +- Add tax names, rates, and codes whether you’re connected to an accounting system or not. +- Enable/disable taxes you’d like to make available to users. +- Set a default tax for policy currency expenses and, optionally, another default tax (including exempt) for foreign currency expenses which - will automatically apply to all new expenses. + +# How to Enable Tax Tracking +Tax tracking can be enabled in Tax section of the policy settings of any policy, whether group or individual. +## If Connected to an Accounting Integration +If your group policy is connected to Xero, QuickBooks Online, Sage Intacct, or NetSuite, make sure to first enable tax via the connection configuration page (Settings > Policies > Group > [Policy Name] > Connections > Configure) and then sync the connection. Your tax rates will be imported from the accounting system and indicated by its logo. +## Not Connected to an Accounting Integration +If your policy is not connected to an accounting system, go to Settings > Policies > Group > [Policy Name] > Tax to enable tax. + +# Tracking Tax by Expense Category +To set a different tax rate for a specific expense type in the policy currency, go Settings > Policies > Group > [Policy Name] > Categories page. Click "Edit Rules" next to the desired category and set the "Category default tax". This will be applied to new expenses, overriding the default policy currency tax rate. diff --git a/docs/articles/expensify-classic/policy-and-domain-settings/Tax.md b/docs/articles/expensify-classic/policy-and-domain-settings/Tax.md deleted file mode 100644 index 3ee1c8656b4b..000000000000 --- a/docs/articles/expensify-classic/policy-and-domain-settings/Tax.md +++ /dev/null @@ -1,5 +0,0 @@ ---- -title: Coming Soon -description: Coming Soon ---- -## Resource Coming Soon! From ff307a7f2a912da5e720a4b7c893fdc8078adbdd Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Wed, 27 Sep 2023 13:17:16 +0800 Subject: [PATCH 2/5] Update Tax Tracking.md Replace the term "policy" with "workspace" --- .../policy-and-domain-settings/Tax Tracking.md | 10 +++++----- 1 file changed, 5 insertions(+), 5 deletions(-) diff --git a/docs/articles/expensify-classic/policy-and-domain-settings/Tax Tracking.md b/docs/articles/expensify-classic/policy-and-domain-settings/Tax Tracking.md index 106f5f9689b8..d56869aed037 100644 --- a/docs/articles/expensify-classic/policy-and-domain-settings/Tax Tracking.md +++ b/docs/articles/expensify-classic/policy-and-domain-settings/Tax Tracking.md @@ -6,14 +6,14 @@ description: How to track expense taxes Expensify’s tax tracking feature allows you to: - Add tax names, rates, and codes whether you’re connected to an accounting system or not. - Enable/disable taxes you’d like to make available to users. -- Set a default tax for policy currency expenses and, optionally, another default tax (including exempt) for foreign currency expenses which - will automatically apply to all new expenses. +- Set a default tax for Workspace currency expenses and, optionally, another default tax (including exempt) for foreign currency expenses which - will automatically apply to all new expenses. # How to Enable Tax Tracking -Tax tracking can be enabled in Tax section of the policy settings of any policy, whether group or individual. +Tax tracking can be enabled in Tax section of the Workspace settings of any Workspace, whether group or individual. ## If Connected to an Accounting Integration -If your group policy is connected to Xero, QuickBooks Online, Sage Intacct, or NetSuite, make sure to first enable tax via the connection configuration page (Settings > Policies > Group > [Policy Name] > Connections > Configure) and then sync the connection. Your tax rates will be imported from the accounting system and indicated by its logo. +If your group Workspace is connected to Xero, QuickBooks Online, Sage Intacct, or NetSuite, make sure to first enable tax via the connection configuration page (Settings > Policies > Group > [Workspace Name] > Connections > Configure) and then sync the connection. Your tax rates will be imported from the accounting system and indicated by its logo. ## Not Connected to an Accounting Integration -If your policy is not connected to an accounting system, go to Settings > Policies > Group > [Policy Name] > Tax to enable tax. +If your Workspace is not connected to an accounting system, go to Settings > Policies > Group > [Workspace Name] > Tax to enable tax. # Tracking Tax by Expense Category -To set a different tax rate for a specific expense type in the policy currency, go Settings > Policies > Group > [Policy Name] > Categories page. Click "Edit Rules" next to the desired category and set the "Category default tax". This will be applied to new expenses, overriding the default policy currency tax rate. +To set a different tax rate for a specific expense type in the Workspace currency, go Settings > Workspaces > Group > [Workspace Name] > Categories page. Click "Edit Rules" next to the desired category and set the "Category default tax". This will be applied to new expenses, overriding the default Workspace currency tax rate. From 51e51f06a68b97599a9b096860c2bd5972d485fe Mon Sep 17 00:00:00 2001 From: Rocio Perez-Cano Date: Wed, 27 Sep 2023 15:01:34 +0800 Subject: [PATCH 3/5] Rename Tax Tracking.md to tax-tracking.md --- .../{Tax Tracking.md => tax-tracking.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/expensify-classic/policy-and-domain-settings/{Tax Tracking.md => tax-tracking.md} (100%) diff --git a/docs/articles/expensify-classic/policy-and-domain-settings/Tax Tracking.md b/docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md similarity index 100% rename from docs/articles/expensify-classic/policy-and-domain-settings/Tax Tracking.md rename to docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md From a30273c9db5043bdaa9515e74fcf5b75d27cc6ef Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Wed, 27 Sep 2023 15:06:24 +0800 Subject: [PATCH 4/5] Update docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md Co-authored-by: Rocio Perez-Cano --- .../policy-and-domain-settings/tax-tracking.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md b/docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md index d56869aed037..fd6d44628c88 100644 --- a/docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md +++ b/docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md @@ -9,7 +9,7 @@ Expensify’s tax tracking feature allows you to: - Set a default tax for Workspace currency expenses and, optionally, another default tax (including exempt) for foreign currency expenses which - will automatically apply to all new expenses. # How to Enable Tax Tracking -Tax tracking can be enabled in Tax section of the Workspace settings of any Workspace, whether group or individual. +Tax tracking can be enabled in the Tax section of the Workspace settings of any Workspace, whether group or individual. ## If Connected to an Accounting Integration If your group Workspace is connected to Xero, QuickBooks Online, Sage Intacct, or NetSuite, make sure to first enable tax via the connection configuration page (Settings > Policies > Group > [Workspace Name] > Connections > Configure) and then sync the connection. Your tax rates will be imported from the accounting system and indicated by its logo. ## Not Connected to an Accounting Integration From d28399cd922401ba2c1c29da9e71341fc0a7a2c4 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Wed, 27 Sep 2023 15:06:31 +0800 Subject: [PATCH 5/5] Update docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md Co-authored-by: Rocio Perez-Cano --- .../policy-and-domain-settings/tax-tracking.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md b/docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md index fd6d44628c88..7b859c5101b1 100644 --- a/docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md +++ b/docs/articles/expensify-classic/policy-and-domain-settings/tax-tracking.md @@ -16,4 +16,4 @@ If your group Workspace is connected to Xero, QuickBooks Online, Sage Intacct, o If your Workspace is not connected to an accounting system, go to Settings > Policies > Group > [Workspace Name] > Tax to enable tax. # Tracking Tax by Expense Category -To set a different tax rate for a specific expense type in the Workspace currency, go Settings > Workspaces > Group > [Workspace Name] > Categories page. Click "Edit Rules" next to the desired category and set the "Category default tax". This will be applied to new expenses, overriding the default Workspace currency tax rate. +To set a different tax rate for a specific expense type in the Workspace currency, go to Settings > Workspaces > Group > [Workspace Name] > Categories page. Click "Edit Rules" next to the desired category and set the "Category default tax". This will be applied to new expenses, overriding the default Workspace currency tax rate.