Merge remote-tracking branch 'origin/main' into cristi_fix-useTrpTran…

…sactions-hook

android/app/build.gradle

@@ -110,8 +110,8 @@ android {
         minSdkVersion rootProject.ext.minSdkVersion
         targetSdkVersion rootProject.ext.targetSdkVersion
         multiDexEnabled rootProject.ext.multiDexEnabled
-        versionCode 1009009201
-        versionName "9.0.92-1"
+        versionCode 1009009202
+        versionName "9.0.92-2"
         // Supported language variants must be declared here to avoid from being removed during the compilation.
         // This also helps us to not include unnecessary language variants in the APK.
         resConfigs "en", "es"

docs/articles/expensify-classic/connections/xero/Configure-Xero.md

@@ -1,104 +1,107 @@
 ---
 title: Configure Xero
-description: Configure Xero
+description: Learn how to configure Xero in Expensify, including best practices, export settings, coding configurations, and advanced options.
 ---
 
-**Best Practices Using Xero**
+## Best Practices Using Xero
 
-A connection to Xero lets you combine the power of Expensify's expense management features with Xero's accounting capabilities. By following the recommended best practices below, your finances will be automatically categorized correctly and accounted for in the right place. 
+A connection to Xero lets you combine Expensify's expense management features with Xero's accounting capabilities. Follow these best practices to ensure your finances are correctly categorized and accounted for:
 
-- Configure your setup immediately after making the connection, and review each settings tab thoroughly.
-- Keep Auto Sync enabled.
-    - The daily auto sync will update Expensify with any changes to your chart of accounts, customers/projects, or bank accounts in Xero.
-    - Finalized reports will be exported to Xero automatically, saving your admin team time with every report.
-- Set your preferred exporter to a user who is both a workspace and domain admin. 
-- Configure your coding settings and enforce them by requiring categories and tags on expenses. 
+- Configure your setup immediately after connecting and review each settings tab thoroughly.
+- Keep **Auto Sync** enabled to:
+  - Update Expensify daily with changes to your chart of accounts, customers/projects, or bank accounts in Xero.
+  - Automatically export finalized reports to Xero, saving your admin team time.
+- Set the **Preferred Exporter** to a user who is both a Workspace and Domain Admin.
+- Configure **coding settings** and enforce them by requiring categories and tags on expenses.
 
-# Accessing the Xero Configuration Settings
-Xero is connected at the workspace level, and each workspace can have a unique configuration that dictates how the connection functions. To access the configuration:
+## Accessing the Xero Configuration Settings
+
+Xero is connected at the workspace level, and each workspace has a unique configuration. To access the settings:
 
 1. Click **Settings** near the bottom of the left-hand menu.
-2. Navigate to Workspaces > Groups > [workspace Name] > Connections.
-3. Scroll down to the Xero connection and click the **Configure** button to open the settings menu.
-
-# Step 1: Configure Export Settings
-The following steps help you determine how data will be exported from Expensify to Xero.
-
-1. Click the **Configure** button under the Xero connection to open the settings menu.
-2. Under the Export tab, review each of the following export settings:
-    - **Preferred Exporter**: Choose a Workspace Admin to set as the Preferred Exporter. 
-        - Concierge exports reports automatically on behalf of the preferred exporter.
-        - Other Workspace Admins will still be able to export to Xero manually.
-        - If you set different export bank accounts for individual company cards under your Domain > Company Cards, then your Preferred Exporter must be a Domain Admin in addition to Workspace Admin.
-    - **Export reimbursable expenses and bills as**: Reimbursable expenses export as a Purchase Bill. This setting cannot be amended.
-    - **Purchase Bill Date**: Choose whether to use the date of the last expense on the report, export date, or submitted date.
-    - **Export invoices as**: All invoices exported to Xero will be as sales invoices. Sales invoices always display the date on which the invoice was sent. This setting cannot be amended.
-    - **Export non-reimbursable expenses as**: Each exported expense posts as a bank transaction to the Xero bank account you select below, and transaction dates will match the dates on your bank statement.
-    - **Xero Bank Account**: Select which bank account will be used to post bank transactions when non-reimbursable expenses are exported.
-
-## Step 1B: Optional configuration when company cards are connected
-1. Click **Settings** near the bottom of the left-hand menu.
-2. Navigate to Domains > [domain name] > Company Cards.
-3. If you have more than one company card connection, select the connection first. 
-4. Locate the cardholder you want to configure in the list,
-5. Click the **Edit Exports** button and assign the account the card expenses should export to in Xero.
-
-# Step 2: Configure Coding settings
-The following steps help you determine how data will be imported from Xero to Expensify.
-
-1. Click the **Configure** button under the Xero connection to open the settings menu.
-2. Under the Coding tab, review each of the following settings and configure the options to determine what information will be imported:
-    - **Chart of Accounts**: Your Xero Chart of Accounts is imported into Expensify as expense categories. _This is enabled by default and cannot be disabled._
-    - **Tax Rates**: When Enabled, your tax rates in Xero will be imported into your workspace. After being imported, you can find them on the [Tax](https://expensify.com/policy?param=%7B%22policyID%22:%22B936DE4542E9E78B%22%7D#tax) page of your workspace settings.
-    - **Tracking Categories**: When Enabled, you can configure how Xero Cost Centres and Xero Regions import.
-        - Xero contact default (applies the Xero contact default during export to Xero)
-        - Tag (line-item level)
-        - Report Field (header level)
-    - **Billable Expenses**: When enabled, your Xero customer contacts will be imported as tags. Xero requires all billable expenses to have a customer tag to be able to be exported to Xero.
-
-# Step 3: Configure advanced settings
-The following steps help you determine the advanced settings for your connection, like auto-sync.
-
-1. Click the **Configure** button under the Xero connection to open the settings menu.
-2. Under the Advanced tab, review each of the following settings and configure the options you wish to use:
-    - **Auto Sync**: When enabled, the connection will sync daily to ensure that the data shared between the two systems is up-to-date. 
-        - New report approvals/reimbursements will be synced during the next auto-sync period. 
-Reimbursable expenses will export after reimbursement occurs or the report is marked as reimbursed outside Expensify when using Direct or Indirect reimbursement.
-        - Non-reimbursable expenses will export automatically after the report is final approved.
-    - **Newly Imported Categories Should Be**: When a new account is created in the Xero chart of accounts, this setting controls whether the new category in Expensify is enabled or disabled by default. Disabled categories are not visible to employees when coding expenses.
-    - **Set purchase bill status** (optional): Reimbursable expenses are exported as purchase bills with the status selected. The options available are:
-        - Awaiting Payment (default)
-        - Draft
-        - Awaiting Approval
-    - **Sync Reimbursed Reports**: When enabled, you can configure the Bill Payment and Invoice Collections accounts to be used when reimbursing reports and paying invoices. 
-        - Anytime a report is reimbursed, or an invoice is paid through Expensify, the corresponding purchase bill or sales invoice in Xero will be marked as paid. 
-        - Similarly, if a purchase bill or sales invoice is marked as paid in Xero, the related Expensify report or invoice will be automatically marked as reimbursed/paid.
-    - **Xero Bill Payment Account**: Once the expense report is paid, your reimbursements will appear under this Xero Bill Payment account.
-    - **Xero Invoice Collections Account**: If you are exporting invoices from Expensify, select the invoice collection account under which you want invoices to appear once they are marked as paid.
+2. Navigate to **Workspaces > Groups > [Workspace Name] > Connections**.
+3. Scroll to the Xero connection and click **Configure**.
 
-{% include faq-begin.md %}
+---
+
+## Step 1: Configure Export Settings
 
-## I have multiple organizations in Xero. Can I connect them all to Expensify?
+Define how data will be exported from Expensify to Xero:
 
-Yes, you can connect each organization you have to Expensify. Here are some essential things to keep in mind:
+1. Click **Configure** under the Xero connection.
+2. Under the **Export** tab, review and set up:
+   - **Preferred Exporter**: Assign a Workspace Admin.
+     - Concierge exports reports automatically for the preferred exporter.
+     - Other Workspace Admins can export manually.
+     - If you set different export bank accounts for company cards, the Preferred Exporter must also be a Domain Admin.
+   - **Export reimbursable expenses and bills as**: Always exported as a **Purchase Bill**.
+   - **Purchase Bill Date**: Choose **last expense date, export date, or submitted date**.
+   - **Export invoices as**: Always exported as **Sales Invoices**.
+   - **Export non-reimbursable expenses as**: Posted as **bank transactions** to a Xero bank account.
+   - **Xero Bank Account**: Select the bank account for posting non-reimbursable expenses.
 
-- Organization Selection in the Workspace > Connections > Xero Configuration > Export settings tab: This option is available only if multiple organizations are configured in Xero.
-- One Workspace, One Organization: Each Workspace can connect to just one organization at a time. It’s a one-to-one connection.
-- Adding New Organizations: If you create a new organization in Xero after your initial connection, you’ll need to disconnect and then reconnect it to Xero. Don’t forget to take a screenshot of your current settings by clicking Configure and checking the Export, Coding, and Advanced tabs. This way, you can easily set everything up again.
+### Step 1B: Configure Company Card Exports (If Applicable)
 
-## How can I view the purchase bills exported to Xero?
+1. Click **Settings**.
+2. Navigate to **Domains > [Domain Name] > Company Cards**.
+3. If multiple company card connections exist, select the relevant one.
+4. Locate the cardholder and click **Edit Exports**.
+5. Assign the correct Xero account for the card expenses.
+
+---
+
+## Step 2: Configure Coding Settings
+
+Define how data is imported from Xero to Expensify:
+
+1. Click **Configure** under the Xero connection.
+2. Under the **Coding** tab, configure:
+   - **Chart of Accounts**: Imported as **expense categories** (enabled by default).
+   - **Tax Rates**: Enabled to import Xero tax rates, visible under [Tax Settings](https://expensify.com/policy?param=%7B%22policyID%22:%22B936DE4542E9E78B%22%7D#tax).
+   - **Tracking Categories**: Choose import method:
+     - **Xero contact default** (applies during export)
+     - **Tag** (line-item level)
+     - **Report Field** (header level)
+   - **Billable Expenses**: Enables importing Xero customer contacts as tags. All billable expenses require a customer tag for export.
+
+---
+
+## Step 3: Configure Advanced Settings
+
+1. Click **Configure** under the Xero connection.
+2. Under the **Advanced** tab, configure:
+   - **Auto Sync**: Ensures daily synchronization.
+     - Reimbursable expenses export after reimbursement.
+     - Non-reimbursable expenses export after final approval.
+   - **Newly Imported Categories Should Be**: Controls default visibility of new Xero accounts in Expensify.
+   - **Set Purchase Bill Status** (optional):
+     - **Awaiting Payment** (default)
+     - **Draft**
+     - **Awaiting Approval**
+   - **Sync Reimbursed Reports**: Ensures paid reports and invoices sync across Expensify and Xero.
+   - **Xero Bill Payment Account**: Specifies where reimbursements appear in Xero.
+   - **Xero Invoice Collections Account**: Defines the invoice collection account for exported invoices.
+
+---
+
+{% include faq-begin.md %}
+
+## Can I connect multiple Xero organizations to Expensify?
+
+Yes, but each workspace can connect to only one Xero organization at a time. If you add a new organization in Xero, you'll need to disconnect and reconnect the integration. Take screenshots of your settings beforehand to reconfigure quickly.
+
+## How can I view purchase bills exported to Xero?
 
-**To view the bills in Xero:**
 1. Log into Xero.
-2. Navigate to Business > Purchase Overview > Awaiting Payments. 
-    - Bills will be payable to the individual who created and submitted the report in Expensify.
+2. Navigate to **Business > Purchase Overview > Awaiting Payments**.
+   - Bills are payable to the user who created and submitted the report in Expensify.
 
-## How can I view the bank transactions in Xero?
+## How can I view bank transactions in Xero?
 
-**To view the transactions in Xero:**
 1. Log into Xero.
-2. Head over to your Dashboard.
-3. Select your company card.
-4. Locate the specific expense you’re interested in.
+2. Open your **Dashboard**.
+3. Select your **Company Card**.
+4. Locate the relevant expense.
 
 {% include faq-end.md %}
+

docs/articles/expensify-classic/connections/xero/Connect-To-Xero.md

@@ -1,28 +1,36 @@
 ---
 title: Connect to Xero
-description: Everything you need to know about Expensify's direct integration with Xero
+description: Learn how to integrate Expensify with Xero for seamless expense management
 order: 1
 ---
 
-**Prerequisites**
+## Prerequisites
 
-You must be a Workspace Admin in Expensify using a Collect or Control Workspace to connect your Xero account to Expensify.
+To connect Xero with Expensify, you must:
+- Be a **Workspace Admin** in Expensify.
+- Use a **Collect** or **Control** Workspace.
 
 ## Step 1: Connect Expensify to Xero
-1. Click **Settings** near the bottom of the left-hand menu.
-2. Navigate to Workspaces > Groups > [workspace Name] > Connections.
-3. Click on **Connect to Xero**.
-4. Click the **Create a New Xero Connection** button.
+
+Follow these steps to set up the Xero integration:
+
+1. Click **Settings** in the bottom left menu.
+2. Navigate to **Workspaces** > **Groups** > *[Workspace Name]* > **Connections**.
+3. Click **Connect to Xero**.
+4. Click **Create a New Xero Connection**.
 5. Enter your Xero login credentials.
-6. Review the access information and click Allow Access.
-7. You will be redirected back to Expensify and the connection will import some initial settings from Xero to Expensify.
-8. Once the sync is complete, the configuration window for Xero will open automatically so you can configure your export, import, and advanced settings. 
-9. Click the **Save** button when you’re done configuring to finalize the connection.
+6. Review the access permissions and click **Allow Access**.
+7. You will be redirected back to Expensify, where the connection will begin syncing initial settings from Xero.
+8. Once the sync is complete, the **Xero Configuration** window will open automatically.
+9. Configure your **export, import, and advanced settings** as needed.
+10. Click **Save** to finalize the connection.
 
 {% include faq-begin.md %}
 
-## I use a Cashbook or Ledger Xero account, can I still connect in Expensify?
+## FAQ
+
+### Can I connect a Cashbook or Ledger Xero account to Expensify?
 
-Starting in September 2021, there’s a chance for Cashbook and Ledger-type organizations in Xero. Apps like Expensify won’t be able to create invoices and bills for these accounts using the Xero API. So, if you’re using a Cashbook or Ledger Xero account, please be aware that this might affect your Expensify integration.
+Starting in September 2021, **Cashbook and Ledger** Xero accounts may experience limitations. Apps like Expensify cannot create invoices or bills for these account types using the Xero API. If you are using a **Cashbook or Ledger** Xero account, please note that this may affect your Expensify integration.
 
 {% include faq-end.md %}