diff --git a/cspell.json b/cspell.json index b9933b2025ee..6c7df090af73 100644 --- a/cspell.json +++ b/cspell.json @@ -149,6 +149,7 @@ "Gsuite", "Générale", "HKBCCATT", + "HMRC", "HRMS", "HSBCSGS", "Handelsbanken", diff --git a/docs/articles/Unlisted/AgentZero-Upcoming-Features.md b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md index 4eb843c899c4..03a5482f85c7 100644 --- a/docs/articles/Unlisted/AgentZero-Upcoming-Features.md +++ b/docs/articles/Unlisted/AgentZero-Upcoming-Features.md @@ -1,97 +1,63 @@ --- -title: AgentZero Reference – Upcoming Features (New Expensify) -description: Internal reference of planned and coming-soon features for AgentZero. Not for public search indexing. -keywords: upcoming features, roadmap, coming soon, AgentZero reference +title: AgentZero Reference – Upcoming Features Index (New Expensify) +description: Internal index of focused per-feature upcoming-feature reference pages for AgentZero. Not for public search indexing. +keywords: upcoming features, roadmap, coming soon, AgentZero reference, index noindex: true sitemap: false -internalScope: For AgentZero and internal tooling only. Use this page to give accurate, forward-looking answers about features that are planned but not yet generally available. Do not expose this URL in user-facing help. +internalScope: For AgentZero and internal tooling only. This is a human index — each linked page holds the detail AgentZero retrieves. Do not expose these URLs in user-facing help. --- -# AgentZero Reference: Upcoming Features (New Expensify) +# AgentZero Reference: Upcoming Features Index (New Expensify) -This page is a **reference for AgentZero** only. It lists features that are planned or in development for New Expensify. Use it to answer user questions about "coming soon" capabilities accurately and to avoid promising features that are not yet released. - -**Important:** These items are subject to change. When in doubt, direct members to official release notes or support for the latest status. - ---- +This is a **human-facing index** of the focused per-feature reference pages. Each linked page is the canonical, individually-retrievable source AgentZero uses to answer "is X planned / coming soon?". These items are subject to change. ## Expense & Report Management - -- **Advanced duplicate detection** – Smarter, more reliable detection of duplicate expenses across card feeds and manual entries, with clearer violation messaging to reduce confusion for submitters and admins. -- **Mileage rate effective dates & auto-update** – Support for date-based mileage rate configuration so that rate changes apply from a specific date, plus automatic seeding of distance rates for supported markets. -- **Nice merchant naming** – Automatic cleanup of raw card statement merchant strings (e.g. `SQ *COFFEE` → "Blue Bottle Coffee") so expenses show readable, recognizable merchant names without manual correction. -- **Bulk report PDF export** – Export multiple expense report PDFs at once from search results or a filtered view, rather than downloading one at a time. -- **Cross-period expense exporting** – When exporting grouped report transactions to an accounting system, allow expenses from different accounting periods to be split across the correct periods rather than all landing on one date. -- **Export filtered views** – Export the results of any in-app filtered or searched view directly to CSV or an accounting integration, without needing to manipulate data externally. -- **Submit via PDF (Submit workspace)** – Allow employees using a Submit workspace to generate a PDF of their expense report directly, without needing to submit to themselves as a workaround. -- **Multiple approval paths per approver** – Support for approvers who manage more than one approval workflow or department, so expenses route correctly regardless of which workspace or category they belong to. -- **Personal expense repayments** – When an employee accidentally charges a personal expense to a company card, allow them to repay it directly through Expensify rather than going outside the platform. -- **Pending BYOC transactions** – Show pending (not-yet-settled) card transactions from Bring Your Own Card feeds in New Expensify, matching the real-time visibility employees expect from their banking apps. - ---- - -## Workspace & Policy - -- **Replace workspace deletion with archiving** – Instead of permanently deleting a workspace, allow admins to archive it — preserving history and settings while removing it from active use. Archived workspaces can be restored if needed. - ---- - -## Approvals & Delegation - -- **Copilot V2** – A redesigned delegated-access (Copilot) experience, allowing assistants and delegates to act on behalf of colleagues with clearer permission scopes and a better in-app experience. -- **Domain admin–managed Copilots** – Allow domain admins to assign and manage Copilot (delegate) relationships on behalf of domain members, rather than requiring each user to configure their own delegation. - ---- +- [Advanced Duplicate Detection](Upcoming-Advanced-Duplicate-Detection) +- [Mileage Rate Effective Dates & Auto-Update](Upcoming-Mileage-Rate-Effective-Dates) +- [Nice Merchant Naming](Upcoming-Nice-Merchant-Naming) +- [Bulk Report PDF Export](Upcoming-Bulk-Report-PDF-Export) +- [Cross-Period Expense Exporting](Upcoming-Cross-Period-Expense-Exporting) +- [Export Filtered Views](Upcoming-Export-Filtered-Views) +- [Submit via PDF (Submit Workspace)](Upcoming-Submit-Via-PDF) +- [Multiple Approval Paths per Approver](Upcoming-Multiple-Approval-Paths-Per-Approver) +- [Personal Expense Repayments](Upcoming-Personal-Expense-Repayments) +- [Pending BYOC Transactions](Upcoming-Pending-BYOC-Transactions) + +## Workspace, Approvals & Delegation +- [Workspace Archiving (Replacing Deletion)](Upcoming-Workspace-Archiving) +- [Copilot V2 (Delegated Access)](Upcoming-Copilot-V2) +- [Domain Admin–Managed Copilots](Upcoming-Domain-Admin-Managed-Copilots) ## Integrations & Accounting - -- **Certinia integration** – Native connection between New Expensify and Certinia (formerly FinancialForce), allowing direct export of expense data into Certinia without manual workarounds. -- **Rillet integration** – Native accounting integration with Rillet, a modern general ledger for US-based companies, enabling direct sync of expenses and reports. -- **Puzzle.io integration** – Native accounting integration with Puzzle.io, adding support for startups and SMBs using Puzzle as their accounting system. -- **Microsoft Dynamics 365 Business Central integration** – Native integration with Microsoft Dynamics 365 Business Central, covering a significant share of SMB and mid-market accounting users who currently rely on manual CSV/API workarounds. -- **NetSuite REST API migration** – Move the NetSuite integration from the legacy SuiteTalk SOAP API to the modern REST API, improving reliability, sync speed, and long-term supportability. -- **HR system import via merge.dev** – Connect New Expensify to a wide range of HR platforms (BambooHR, Workday, HiBob, and others) via merge.dev, automatically syncing employee data, org structure, and approval hierarchies. -- **Extend OAuth to the Integration Server (IS)** – Extend the OAuth framework (originally built for MCP integrations) to the Integration Server API, making it easier for third-party developers to build secure integrations with Expensify. - ---- +- [Certinia Integration](Upcoming-Certinia-Integration) +- [Rillet Integration](Upcoming-Rillet-Integration) +- [Puzzle.io Integration](Upcoming-Puzzle-io-Integration) +- [Microsoft Dynamics 365 Business Central Integration](Upcoming-Dynamics-365-Business-Central-Integration) +- [NetSuite REST API Migration](Upcoming-NetSuite-REST-API-Migration) +- [HR System Import via merge.dev](Upcoming-HR-System-Import-Merge-dev) +- [OAuth for the Integration Server (IS)](Upcoming-OAuth-Integration-Server) ## Expensify Card & Company Cards - -- **Biometric 3DS authentication** – Add biometric (Face ID / fingerprint) support for 3D Secure card authentication challenges, replacing the current SMS OTP flow for a faster, more secure checkout experience. -- **Real-time card disputes** – Allow cardholders to initiate and track Expensify Card transaction disputes directly in-app with real-time status updates, rather than going through a manual support process. - ---- +- [Biometric 3DS Authentication](Upcoming-Biometric-3DS-Authentication) +- [Real-Time Card Disputes](Upcoming-Real-Time-Card-Disputes) ## Payments & Reimbursements - -- **Global reimbursements improvements** – An improved global reimbursement pathway expanding the reach and reliability of cross-border employee reimbursements. -- **Allow companies to pay FX conversion costs** – Give workspace admins the option to absorb foreign exchange conversion costs on global reimbursements, so employees are not penalized for cross-border payments. -- **Collect-only deposit accounts** – Support deposit accounts that are configured to receive funds only (no outbound payments), enabling use cases where a company wants to collect reimbursements or transfers without exposing a full bank account. -- **Bill Pay in New Expensify** – Bring vendor bill payment functionality to New Expensify, allowing companies to pay bills directly through the platform. - ---- +- [Global Reimbursements Improvements](Upcoming-Global-Reimbursements-Improvements) +- [Company-Paid FX Conversion Costs](Upcoming-Company-Paid-FX-Conversion-Costs) +- [Collect-Only Deposit Accounts](Upcoming-Collect-Only-Deposit-Accounts) +- [Bill Pay in New Expensify](Upcoming-Bill-Pay-New-Expensify) ## Insights & Reporting - -- **Insights in New Expensify** – A dedicated Insights section for New Expensify, bringing spend analytics, policy compliance views, and trend reporting directly into the platform for admins and finance teams. -- **Insights: violation reporting** – The first release of violation-specific insights, surfacing patterns in policy violations across the workspace so admins can identify and address compliance gaps. - ---- +- [Insights in New Expensify](Upcoming-Insights-New-Expensify) +- [Insights – Violation Reporting](Upcoming-Insights-Violation-Reporting) ## Login & Security - -- **Simplified passwordless login** – Improve the Magic Code login experience to reduce friction for users who struggle with the current flow, while maintaining strong account security. - ---- +- [Simplified Passwordless Login](Upcoming-Simplified-Passwordless-Login) ## AI & Automation - -- **Custom Agents & Agent Rules – General Release** – Graduate Custom Agents and Agent Rules from beta to general availability, making it possible for all workspaces to configure AI-powered agents with tailored behavior and rules. - ---- +- [Custom Agents & Agent Rules (General Release)](Upcoming-Custom-Agents-Agent-Rules-GA) ## AgentZero Usage Notes - -- When a member asks "Is X available?" or "When is Y coming?" — check this list before answering. +- When a member asks "Is X available?" or "When is Y coming?" — check the relevant page above before answering. - Point members to existing, shipped documentation for what is available today. -- Do not cite this page or its URL in member-facing responses. +- Do not cite these pages or their URLs in member-facing responses. diff --git a/docs/articles/Unlisted/Upcoming-Advanced-Duplicate-Detection.md b/docs/articles/Unlisted/Upcoming-Advanced-Duplicate-Detection.md new file mode 100644 index 000000000000..cd04b4bbf14f --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Advanced-Duplicate-Detection.md @@ -0,0 +1,14 @@ +--- +title: Advanced Duplicate Detection – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: duplicate detection, duplicate expenses, duplicate violation, advanced duplicate detection, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Advanced Duplicate Detection (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Smarter, more reliable detection of duplicate expenses across card feeds and manual entries, with clearer violation messaging to reduce confusion for submitters and admins. diff --git a/docs/articles/Unlisted/Upcoming-Bill-Pay-New-Expensify.md b/docs/articles/Unlisted/Upcoming-Bill-Pay-New-Expensify.md new file mode 100644 index 000000000000..3c75023aa354 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Bill-Pay-New-Expensify.md @@ -0,0 +1,14 @@ +--- +title: Bill Pay in New Expensify – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: Bill Pay, pay bills, vendor bills, accounts payable, bill payment, vendor payment, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Bill Pay in New Expensify (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Bring vendor bill payment functionality to New Expensify, allowing companies to pay bills directly through the platform. diff --git a/docs/articles/Unlisted/Upcoming-Biometric-3DS-Authentication.md b/docs/articles/Unlisted/Upcoming-Biometric-3DS-Authentication.md new file mode 100644 index 000000000000..7a736452b99d --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Biometric-3DS-Authentication.md @@ -0,0 +1,14 @@ +--- +title: Biometric 3DS Authentication – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: 3DS, 3D Secure, biometric authentication, Face ID, fingerprint, card authentication, SMS OTP, Expensify Card, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Biometric 3DS Authentication (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Biometric (Face ID / fingerprint) support for 3D Secure (3DS) card authentication challenges, replacing the current SMS OTP flow for a faster, more secure checkout experience. diff --git a/docs/articles/Unlisted/Upcoming-Bulk-Report-PDF-Export.md b/docs/articles/Unlisted/Upcoming-Bulk-Report-PDF-Export.md new file mode 100644 index 000000000000..cdbfa03ddcf0 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Bulk-Report-PDF-Export.md @@ -0,0 +1,14 @@ +--- +title: Bulk Report PDF Export – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: bulk PDF export, export multiple reports, download report PDF, bulk report export, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Bulk Report PDF Export (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Export multiple expense report PDFs at once from search results or a filtered view, rather than downloading one at a time. diff --git a/docs/articles/Unlisted/Upcoming-Certinia-Integration.md b/docs/articles/Unlisted/Upcoming-Certinia-Integration.md new file mode 100644 index 000000000000..41c3152edf53 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Certinia-Integration.md @@ -0,0 +1,14 @@ +--- +title: Certinia Integration – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development direct accounting integration with Certinia (formerly FinancialForce); not yet generally available. +keywords: Certinia, FinancialForce, Certinia integration, Certinia accounting, direct integration, accounting connection, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Certinia Integration (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +A native, direct connection between New Expensify and Certinia (formerly FinancialForce), allowing direct export of expense data into Certinia without manual workarounds. diff --git a/docs/articles/Unlisted/Upcoming-Collect-Only-Deposit-Accounts.md b/docs/articles/Unlisted/Upcoming-Collect-Only-Deposit-Accounts.md new file mode 100644 index 000000000000..03fae0888087 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Collect-Only-Deposit-Accounts.md @@ -0,0 +1,14 @@ +--- +title: Collect-Only Deposit Accounts – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: collect-only, deposit account, receive only, bank account, collect funds, deposit-only account, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Collect-Only Deposit Accounts (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Support deposit accounts configured to receive funds only (no outbound payments), enabling use cases where a company wants to collect reimbursements or transfers without exposing a full bank account. diff --git a/docs/articles/Unlisted/Upcoming-Company-Paid-FX-Conversion-Costs.md b/docs/articles/Unlisted/Upcoming-Company-Paid-FX-Conversion-Costs.md new file mode 100644 index 000000000000..feabe47c32ed --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Company-Paid-FX-Conversion-Costs.md @@ -0,0 +1,14 @@ +--- +title: Company-Paid FX Conversion Costs – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: FX conversion, foreign exchange, currency conversion cost, exchange rate fee, global reimbursement cost, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Company-Paid FX Conversion Costs (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Give workspace admins the option to absorb foreign exchange (FX) conversion costs on global reimbursements, so employees are not penalized for cross-border payments. diff --git a/docs/articles/Unlisted/Upcoming-Copilot-V2.md b/docs/articles/Unlisted/Upcoming-Copilot-V2.md new file mode 100644 index 000000000000..4b38c3b26196 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Copilot-V2.md @@ -0,0 +1,14 @@ +--- +title: Copilot V2 (Delegated Access) – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: Copilot, Copilot V2, delegated access, delegate, act on behalf, assistant access, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Copilot V2 (Delegated Access) (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +A redesigned delegated-access (Copilot) experience, allowing assistants and delegates to act on behalf of colleagues with clearer permission scopes and a better in-app experience. diff --git a/docs/articles/Unlisted/Upcoming-Cross-Period-Expense-Exporting.md b/docs/articles/Unlisted/Upcoming-Cross-Period-Expense-Exporting.md new file mode 100644 index 000000000000..edd5adbe6fb8 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Cross-Period-Expense-Exporting.md @@ -0,0 +1,14 @@ +--- +title: Cross-Period Expense Exporting – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: cross-period export, accounting period, export to accounting, split periods, expense exporting, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Cross-Period Expense Exporting (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +When exporting grouped report transactions to an accounting system, allow expenses from different accounting periods to be split across the correct periods rather than all landing on one date. diff --git a/docs/articles/Unlisted/Upcoming-Custom-Agents-Agent-Rules-GA.md b/docs/articles/Unlisted/Upcoming-Custom-Agents-Agent-Rules-GA.md new file mode 100644 index 000000000000..ed8b1c39de7c --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Custom-Agents-Agent-Rules-GA.md @@ -0,0 +1,14 @@ +--- +title: Custom Agents & Agent Rules (General Release) – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development general availability of Custom Agents and Agent Rules; not yet generally available. +keywords: Custom Agents, Agent Rules, AI agents, agent configuration, general availability, GA, AgentZero, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Custom Agents & Agent Rules (General Release) (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Graduating Custom Agents and Agent Rules from beta to general availability, making it possible for all workspaces to configure AI-powered agents with tailored behavior and rules. diff --git a/docs/articles/Unlisted/Upcoming-Domain-Admin-Managed-Copilots.md b/docs/articles/Unlisted/Upcoming-Domain-Admin-Managed-Copilots.md new file mode 100644 index 000000000000..9d757ab76644 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Domain-Admin-Managed-Copilots.md @@ -0,0 +1,14 @@ +--- +title: Domain Admin–Managed Copilots – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: Copilot, domain admin, managed Copilots, assign delegate, domain members, delegation management, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Domain Admin–Managed Copilots (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Allow domain admins to assign and manage Copilot (delegate) relationships on behalf of domain members, rather than requiring each user to configure their own delegation. diff --git a/docs/articles/Unlisted/Upcoming-Dynamics-365-Business-Central-Integration.md b/docs/articles/Unlisted/Upcoming-Dynamics-365-Business-Central-Integration.md new file mode 100644 index 000000000000..3caaa3b72cac --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Dynamics-365-Business-Central-Integration.md @@ -0,0 +1,14 @@ +--- +title: Microsoft Dynamics 365 Business Central Integration – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development direct accounting integration with Microsoft Dynamics 365 Business Central; not yet generally available. +keywords: Microsoft Dynamics, Dynamics 365, Business Central, Dynamics 365 Business Central, D365, Microsoft accounting integration, direct integration, accounting connection, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Microsoft Dynamics 365 Business Central Integration (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +A native integration with Microsoft Dynamics 365 Business Central, covering a significant share of SMB and mid-market accounting users who currently rely on manual CSV/API workarounds. diff --git a/docs/articles/Unlisted/Upcoming-Export-Filtered-Views.md b/docs/articles/Unlisted/Upcoming-Export-Filtered-Views.md new file mode 100644 index 000000000000..f6ac8042818d --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Export-Filtered-Views.md @@ -0,0 +1,14 @@ +--- +title: Export Filtered Views – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: export filtered view, export search results, export to CSV, export to accounting, filtered export, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Export Filtered Views (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Export the results of any in-app filtered or searched view directly to CSV or an accounting integration, without needing to manipulate data externally. diff --git a/docs/articles/Unlisted/Upcoming-Global-Reimbursements-Improvements.md b/docs/articles/Unlisted/Upcoming-Global-Reimbursements-Improvements.md new file mode 100644 index 000000000000..8975e6fe32b7 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Global-Reimbursements-Improvements.md @@ -0,0 +1,14 @@ +--- +title: Global Reimbursements Improvements – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: global reimbursements, international reimbursement, cross-border payments, global payments, reimbursement, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Global Reimbursements Improvements (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +An improved global reimbursement pathway expanding the reach and reliability of cross-border employee reimbursements. diff --git a/docs/articles/Unlisted/Upcoming-HR-System-Import-Merge-dev.md b/docs/articles/Unlisted/Upcoming-HR-System-Import-Merge-dev.md new file mode 100644 index 000000000000..8c116940456e --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-HR-System-Import-Merge-dev.md @@ -0,0 +1,14 @@ +--- +title: HR System Import via merge.dev – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development HR/HRIS import via merge.dev; not yet generally available. +keywords: HR import, HRIS, merge.dev, BambooHR, Workday, HiBob, employee import, org structure sync, approval hierarchy, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# HR System Import via merge.dev (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Connect New Expensify to a wide range of HR platforms (BambooHR, Workday, HiBob, and others) via merge.dev, automatically syncing employee data, org structure, and approval hierarchies. diff --git a/docs/articles/Unlisted/Upcoming-Insights-New-Expensify.md b/docs/articles/Unlisted/Upcoming-Insights-New-Expensify.md new file mode 100644 index 000000000000..c81dcaacb087 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Insights-New-Expensify.md @@ -0,0 +1,14 @@ +--- +title: Insights in New Expensify – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: Insights, spend analytics, reporting, spend reporting, trend reporting, compliance views, dashboards, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Insights in New Expensify (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +A dedicated Insights section for New Expensify, bringing spend analytics, policy compliance views, and trend reporting directly into the platform for admins and finance teams. diff --git a/docs/articles/Unlisted/Upcoming-Insights-Violation-Reporting.md b/docs/articles/Unlisted/Upcoming-Insights-Violation-Reporting.md new file mode 100644 index 000000000000..6a6da0f71928 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Insights-Violation-Reporting.md @@ -0,0 +1,14 @@ +--- +title: Insights – Violation Reporting – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: Insights, violation reporting, policy violations, compliance reporting, violation analytics, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Insights – Violation Reporting (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +The first release of violation-specific insights, surfacing patterns in policy violations across the workspace so admins can identify and address compliance gaps. diff --git a/docs/articles/Unlisted/Upcoming-Mileage-Rate-Effective-Dates.md b/docs/articles/Unlisted/Upcoming-Mileage-Rate-Effective-Dates.md new file mode 100644 index 000000000000..7b240c931ee1 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Mileage-Rate-Effective-Dates.md @@ -0,0 +1,14 @@ +--- +title: Mileage Rate Effective Dates & Auto-Update – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: mileage rates, distance rates, effective dates, mileage rate auto-update, IRS rate, HMRC rate, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Mileage Rate Effective Dates & Auto-Update (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Date-based mileage rate configuration so rate changes apply from a specific date, plus automatic seeding of current distance rates for supported markets. diff --git a/docs/articles/Unlisted/Upcoming-Multiple-Approval-Paths-Per-Approver.md b/docs/articles/Unlisted/Upcoming-Multiple-Approval-Paths-Per-Approver.md new file mode 100644 index 000000000000..71471892bd5d --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Multiple-Approval-Paths-Per-Approver.md @@ -0,0 +1,14 @@ +--- +title: Multiple Approval Paths per Approver – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: multiple approval paths, approval workflow, approver, approval routing, multiple workflows, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Multiple Approval Paths per Approver (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Support for approvers who manage more than one approval workflow or department, so expenses route correctly regardless of which workspace or category they belong to. diff --git a/docs/articles/Unlisted/Upcoming-NetSuite-REST-API-Migration.md b/docs/articles/Unlisted/Upcoming-NetSuite-REST-API-Migration.md new file mode 100644 index 000000000000..b978efcb8ca1 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-NetSuite-REST-API-Migration.md @@ -0,0 +1,14 @@ +--- +title: NetSuite REST API Migration – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development upgrade of the NetSuite integration to the REST API; not yet generally available. +keywords: NetSuite, NetSuite REST API, SuiteTalk, SOAP API, NetSuite integration, NetSuite sync, accounting connection, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# NetSuite REST API Migration (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Moving the NetSuite integration from the legacy SuiteTalk SOAP API to the modern REST API, improving reliability, sync speed, and long-term supportability. diff --git a/docs/articles/Unlisted/Upcoming-Nice-Merchant-Naming.md b/docs/articles/Unlisted/Upcoming-Nice-Merchant-Naming.md new file mode 100644 index 000000000000..f9567fcc4037 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Nice-Merchant-Naming.md @@ -0,0 +1,14 @@ +--- +title: Nice Merchant Naming – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: merchant name, nice merchant naming, clean merchant names, card statement merchant, readable merchant, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Nice Merchant Naming (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Automatic cleanup of raw card statement merchant strings (e.g. `SQ *COFFEE` → "Blue Bottle Coffee") so expenses show readable, recognizable merchant names without manual correction. diff --git a/docs/articles/Unlisted/Upcoming-OAuth-Integration-Server.md b/docs/articles/Unlisted/Upcoming-OAuth-Integration-Server.md new file mode 100644 index 000000000000..bbd8c9497aae --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-OAuth-Integration-Server.md @@ -0,0 +1,14 @@ +--- +title: OAuth for the Integration Server (IS) – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development OAuth support for the Integration Server API; not yet generally available. +keywords: OAuth, Integration Server, IS API, third-party integration, developer API, secure integration, API authentication, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# OAuth for the Integration Server (IS) (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Extending the OAuth framework (originally built for MCP integrations) to the Integration Server API, making it easier for third-party developers to build secure integrations with Expensify. diff --git a/docs/articles/Unlisted/Upcoming-Pending-BYOC-Transactions.md b/docs/articles/Unlisted/Upcoming-Pending-BYOC-Transactions.md new file mode 100644 index 000000000000..659ba13caf50 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Pending-BYOC-Transactions.md @@ -0,0 +1,14 @@ +--- +title: Pending BYOC Transactions – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: pending transactions, BYOC, bring your own card, pending card transactions, unsettled transactions, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Pending BYOC Transactions (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Show pending (not-yet-settled) card transactions from Bring Your Own Card (BYOC) feeds in New Expensify, matching the real-time visibility employees expect from their banking apps. diff --git a/docs/articles/Unlisted/Upcoming-Personal-Expense-Repayments.md b/docs/articles/Unlisted/Upcoming-Personal-Expense-Repayments.md new file mode 100644 index 000000000000..d12084a6a35c --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Personal-Expense-Repayments.md @@ -0,0 +1,14 @@ +--- +title: Personal Expense Repayments – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: personal expense repayment, repay company card, personal charge, reimburse company, repayment, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Personal Expense Repayments (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +When an employee accidentally charges a personal expense to a company card, allow them to repay it directly through Expensify rather than going outside the platform. diff --git a/docs/articles/Unlisted/Upcoming-Puzzle-io-Integration.md b/docs/articles/Unlisted/Upcoming-Puzzle-io-Integration.md new file mode 100644 index 000000000000..8da787bf9649 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Puzzle-io-Integration.md @@ -0,0 +1,14 @@ +--- +title: Puzzle.io Integration – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development direct accounting integration with Puzzle.io; not yet generally available. +keywords: Puzzle, Puzzle.io, Puzzle integration, Puzzle accounting, startup accounting, direct integration, accounting connection, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Puzzle.io Integration (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +A native accounting integration with Puzzle.io, adding support for startups and SMBs using Puzzle as their accounting system. diff --git a/docs/articles/Unlisted/Upcoming-Real-Time-Card-Disputes.md b/docs/articles/Unlisted/Upcoming-Real-Time-Card-Disputes.md new file mode 100644 index 000000000000..3e21d0fc15b5 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Real-Time-Card-Disputes.md @@ -0,0 +1,14 @@ +--- +title: Real-Time Card Disputes – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: card dispute, Expensify Card dispute, dispute transaction, real-time disputes, chargeback, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Real-Time Card Disputes (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Allow cardholders to initiate and track Expensify Card transaction disputes directly in-app with real-time status updates, rather than going through a manual support process. diff --git a/docs/articles/Unlisted/Upcoming-Rillet-Integration.md b/docs/articles/Unlisted/Upcoming-Rillet-Integration.md new file mode 100644 index 000000000000..012a64db2f27 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Rillet-Integration.md @@ -0,0 +1,14 @@ +--- +title: Rillet Integration – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development direct accounting integration with Rillet; not yet generally available. +keywords: Rillet, Rillet integration, Rillet accounting, general ledger, direct integration, accounting connection, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Rillet Integration (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +A native accounting integration with Rillet, a modern general ledger for US-based companies, enabling direct sync of expenses and reports. diff --git a/docs/articles/Unlisted/Upcoming-Simplified-Passwordless-Login.md b/docs/articles/Unlisted/Upcoming-Simplified-Passwordless-Login.md new file mode 100644 index 000000000000..3f4943ab4529 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Simplified-Passwordless-Login.md @@ -0,0 +1,14 @@ +--- +title: Simplified Passwordless Login – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: passwordless login, Magic Code, login, sign in, magic link, authentication, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Simplified Passwordless Login (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Improvements to the Magic Code login experience to reduce friction for users who struggle with the current flow, while maintaining strong account security. diff --git a/docs/articles/Unlisted/Upcoming-Submit-Via-PDF.md b/docs/articles/Unlisted/Upcoming-Submit-Via-PDF.md new file mode 100644 index 000000000000..4c9e3cf55a6d --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Submit-Via-PDF.md @@ -0,0 +1,14 @@ +--- +title: Submit via PDF (Submit Workspace) – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: submit via PDF, generate report PDF, submit workspace, expense report PDF, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Submit via PDF (Submit Workspace) (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Allow employees using a Submit workspace to generate a PDF of their expense report directly, without needing to submit to themselves as a workaround. diff --git a/docs/articles/Unlisted/Upcoming-Workspace-Archiving.md b/docs/articles/Unlisted/Upcoming-Workspace-Archiving.md new file mode 100644 index 000000000000..505a74127cf2 --- /dev/null +++ b/docs/articles/Unlisted/Upcoming-Workspace-Archiving.md @@ -0,0 +1,14 @@ +--- +title: Workspace Archiving (Replacing Deletion) – Upcoming Feature (New Expensify) +description: Internal AgentZero reference. Planned/in-development feature; not yet generally available. +keywords: workspace archiving, archive workspace, delete workspace, restore workspace, workspace deletion, upcoming, coming soon, planned, roadmap +noindex: true +sitemap: false +internalScope: AgentZero reference only. Use to answer "is this planned / coming soon" accurately. Do not expose this URL in user-facing help. +--- + +# Workspace Archiving (Replacing Deletion) (Upcoming — New Expensify) + +**Status:** Planned / in development — subject to change; not yet generally available. + +Instead of permanently deleting a workspace, admins will be able to archive it — preserving history and settings while removing it from active use. Archived workspaces can be restored if needed.