From 71c6f3bd395622292599b165a94fe0a8084bc95c Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Fri, 13 Sep 2024 09:45:58 -0400 Subject: [PATCH 1/3] Update Set-up-your-wallet.md https://github.com/Expensify/Expensify/issues/423405 --- .../new-expensify/expenses-&-payments/Set-up-your-wallet.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md b/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md index 7f7b6196707d..2a4a7db95e84 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md +++ b/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md @@ -13,7 +13,7 @@ To send and receive money using Expensify, you’ll first need to set up your Ex 1. Click your profile image or icon in the bottom left menu. 2. Click **Wallet** in the left menu. 3. Click **Enable wallet**. -4. If you haven’t already added your bank account, click **Continue** and follow the prompts to add your bank account details with Plaid. If you have already connected your bank account, you’ll skip to the next step. +4. If you haven’t already added your bank account, click **Continue** and follow the prompts to [connect your personal bank account](https://help.expensify.com/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account) via Plaid. If you have already connected your bank account, you’ll skip to the next step. {% include info.html %} Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information. @@ -33,7 +33,7 @@ When your ID is uploaded successfully, Onfido closes automatically. You can retu 1. Tap your profile image or icon in the bottom menu. 2. Tap **Wallet**. 3. Tap **Enable wallet**. -4. If you haven’t already added your bank account, tap **Continue** and follow the prompts to add your bank account details with Plaid. If you have already connected your bank account, you’ll skip to the next step. +4. If you haven’t already added your bank account, click **Continue** and follow the prompts to [connect your personal bank account](https://help.expensify.com/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account) via Plaid. If you have already connected your bank account, you’ll skip to the next step. {% include info.html %} Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information. From 9624b0eda465a23b7a26e6e4df2286dc0ce1c391 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Fri, 13 Sep 2024 09:52:57 -0400 Subject: [PATCH 2/3] Update Set-up-your-wallet.md updated formatting --- .../new-expensify/expenses-&-payments/Set-up-your-wallet.md | 2 -- 1 file changed, 2 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md b/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md index 2a4a7db95e84..99e778d4a926 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md +++ b/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md @@ -27,7 +27,6 @@ Plaid is an encrypted third-party financial data platform that Expensify uses to 9. Follow the prompts on your mobile device to submit your ID with Onfido. When your ID is uploaded successfully, Onfido closes automatically. You can return to your Expensify Wallet to verify that it is now enabled. Once enabled, you are ready to send and receive payments. -{% include end-option.html %} {% include option.html value="mobile" %} 1. Tap your profile image or icon in the bottom menu. @@ -47,7 +46,6 @@ Plaid is an encrypted third-party financial data platform that Expensify uses to 9. Tap **Enable wallet** again to enable payments for the wallet. Once enabled, you are ready to send and receive payments. -{% include end-option.html %} {% include end-selector.html %} From faf70274256bb6cde8f133e5c7f4d03fe5219e6c Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Fri, 13 Sep 2024 10:02:30 -0400 Subject: [PATCH 3/3] Update Set-up-your-wallet.md updated again --- .../expenses-&-payments/Set-up-your-wallet.md | 32 ++----------------- 1 file changed, 3 insertions(+), 29 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md b/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md index 99e778d4a926..fbed5048e575 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md +++ b/docs/articles/new-expensify/expenses-&-payments/Set-up-your-wallet.md @@ -2,14 +2,12 @@ title: Set up your wallet description: Send and receive payments by adding your payment account --- -
-To send and receive money using Expensify, you’ll first need to set up your Expensify Wallet by adding your payment account. -![The Wallet Tab where you can add a personal bank account]({{site.url}}/assets/images/ExpensifyHelp_R5_Wallet_1.png){:width="100%"} +The Expensify Wallet allows you to receive peer-to-peer payments. To set this up, you’ll first need to connect a personal bank account. -{% include selector.html values="desktop, mobile" %} +![The Wallet Tab where you can add a personal bank account]({{site.url}}/assets/images/ExpensifyHelp_R5_Wallet_1.png){:width="100%"} -{% include option.html value="desktop" %} +**To enable the Expensify Wallet:** 1. Click your profile image or icon in the bottom left menu. 2. Click **Wallet** in the left menu. 3. Click **Enable wallet**. @@ -19,7 +17,6 @@ To send and receive money using Expensify, you’ll first need to set up your Ex Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information. {% include end-info.html %} -{:start="5"} 5. Enter your personal details (including your name, address, date of birth, phone number, and the last 4 digits of your social security number). 6. Click **Save & continue**. 7. Review the Onfido terms and click **Accept**. @@ -27,26 +24,3 @@ Plaid is an encrypted third-party financial data platform that Expensify uses to 9. Follow the prompts on your mobile device to submit your ID with Onfido. When your ID is uploaded successfully, Onfido closes automatically. You can return to your Expensify Wallet to verify that it is now enabled. Once enabled, you are ready to send and receive payments. - -{% include option.html value="mobile" %} -1. Tap your profile image or icon in the bottom menu. -2. Tap **Wallet**. -3. Tap **Enable wallet**. -4. If you haven’t already added your bank account, click **Continue** and follow the prompts to [connect your personal bank account](https://help.expensify.com/articles/new-expensify/expenses-&-payments/Connect-a-Personal-Bank-Account) via Plaid. If you have already connected your bank account, you’ll skip to the next step. - -{% include info.html %} -Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information. -{% include end-info.html %} - -{:start="5"} -5. Enter your personal details (including your name, address, date of birth, phone number, and the last 4 digits of your social security number). -6. Tap **Save & continue**. -7. Review the Onfido terms and tap **Accept**. -8. Follow the prompts to submit your ID with Onfido. When your ID is uploaded successfully, Onfido closes automatically. -9. Tap **Enable wallet** again to enable payments for the wallet. - -Once enabled, you are ready to send and receive payments. - -{% include end-selector.html %} - -