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Docs updates for E/A#104783 Payments admins can use Cash accruals and Bank reconciliation #104885

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stephanieelliott merged 1 commit into from
Oct 27, 2026
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Docs updates for E/A#104783 Payments admins can use Cash accruals and Bank reconciliation #104885

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4 changes: 3 additions & 1 deletion docs/articles/new-expensify/reports-and-expenses/Accounting-Search-Shortcuts.md
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Expand Up @@ -2,7 +2,7 @@
title: Accounting Search Shortcuts
description: Use the Accounting search shortcuts on the Spend page to review expense status, prepare for export, and reconcile transactions with your accounting records.
keywords: [New Expensify, accounting expensify, reconcile expenses, awaiting export, cash accruals, card accruals, card statements, bank reconciliation, month-end close, search shortcut, accounting shortcut]
internalScope: Audience is workspace admins and auditors. Covers using the Accounting section to review expense states and support reconciliation workflows. Does not cover exporting or performing reconciliation in detail.
internalScope: Audience is workspace admins, auditors, and payments admins. Covers using the Accounting section to review expense states and support reconciliation workflows. Does not cover exporting or performing reconciliation in detail.
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# Accounting Search Shortcuts
Expand All @@ -19,6 +19,8 @@ Workspace admins and auditors with:
- Approvals enabled
- Either reimbursements enabled, at least one card feed connected, or Expensify Cards enabled

Payments admins can use the **Cash accruals** and **Bank reconciliation** shortcuts.

@github-actions github-actions Bot Oct 27, 2026

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Role naming violation: "Payments admins" is not an approved role name. Per HELPSITE_NAMING_CONVENTIONS.md (Roles), the valid role names are workspace admin, workspace owner, domain admin, account manager, account executive, partner manager, and member. Use one of these approved roles (or describe the capability by permission, e.g. "Admins with Payments enabled") rather than inventing a "payments admin" role.


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## How to use the Accounting search shortcuts
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4 changes: 2 additions & 2 deletions docs/articles/new-expensify/reports-and-expenses/Reconcile-Reimbursements.md
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title: Reconcile Reimbursements
description: Learn how to use the Bank reconciliation report to match reimbursement payments to bank charges, trace payments to expense reports, and troubleshoot discrepancies with your accounting system.
keywords: [New Expensify, reconcile reimbursements, match reimbursements bank statement, reimbursement payments Expensify, reimbursement mismatch NetSuite QuickBooks, trace reimbursement to expense reports, amount debited, amount reimbursed, cross-border reimbursement currency, bank reconciliation, reimbursement debit, export bank reconciliation CSV, withdrawal ID]
internalScope: Audience is Workspace Admins reconciling reimbursement payments. Covers payment-based reconciliation under Accounting > Bank reconciliation. Does not cover Expensify Card reconciliation or company card statement matching.
internalScope: Audience is workspace admins and payments admins reconciling reimbursement payments. Covers payment-based reconciliation under Accounting > Bank reconciliation. Does not cover Expensify Card reconciliation or company card statement matching.
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# Reconcile Reimbursements
Expand All @@ -13,7 +13,7 @@ Reimbursement reconciliation helps you match each reimbursement payment to the b

## Who can reconcile reimbursements

Workspace Admins can use the Bank reconciliation report to reconcile reimbursements when Payments is enabled on the Workspace with a verified business bank account.
Workspace admins and payments admins can use the Bank reconciliation report to reconcile reimbursements when Payments is enabled on the workspace with a verified business bank account.

@github-actions github-actions Bot Oct 27, 2026

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Role naming violation: "payments admins" is not an approved role name. Per HELPSITE_NAMING_CONVENTIONS.md (Roles), the valid roles are workspace admin, workspace owner, domain admin, account manager, account executive, partner manager, and member. Replace "payments admins" with an approved role or describe the capability by permission (e.g. workspace admins with Payments enabled).

@flodnv flodnv Oct 28, 2026

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@MelvinBot submit a PR to update HELPSITE_NAMING_CONVENTIONS Roles with all of the available workspace roles (payments admins, card admins, etc)


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