Docs updates for E/A#98509 linking existing card feed to non-USD workspace - #99706
Docs updates for E/A#98509 linking existing card feed to non-USD workspace#99706MelvinBot wants to merge 1 commit into
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…rkspace Co-authored-by: Chuck Dries <chuckdries@users.noreply.github.com>
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The copy melvin proposed does read a little like slop, but it's true and accurate. @stephanieelliott what do you think? |
| 3. Choose an existing account or [add a new bank account](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account) as the settlement account. | ||
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| If you already have an Expensify Card feed on another workspace, you can select that existing feed instead of connecting a new bank account. This links the same card feed to the current workspace, so you can manage cards across multiple workspaces with a single settlement account. | ||
| If you already have an Expensify Card feed on another workspace, you can select that existing feed instead of connecting a new bank account. This links the same card feed to the current workspace, so you can manage cards across multiple workspaces with a single settlement account. Linking an existing feed works even when the current workspace uses a currency other than USD — the currency requirement only applies when enrolling a brand-new card program. |
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Readability/conciseness (HELP_AUTHORING_GUIDELINES §1, §6 "Be concise and actionable / Avoid vague wording"): The appended clause turns this into a long run-on joined by an em dash, reducing scannability. Consider splitting into two short sentences, e.g. "This works even when the current workspace uses a currency other than USD. The supported-currency requirement only applies when enrolling a brand-new card program."
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| Yes. You can link a single Expensify Card feed to multiple workspaces using the same settlement account. When issuing cards on a new workspace, select an existing feed that is already connected to another workspace. Each workspace shows only its own members in the card list, but all workspaces share the same card feed and settlement account. | ||
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| ## Can I link an existing card feed to a workspace that isn't set to USD? |
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Readability/scannability (HELP_AUTHORING_GUIDELINES §1, §6): This answer packs three distinct points (linking is currency-agnostic, new enrollment needs a supported currency, what to do if unsupported) into one dense paragraph. Consider breaking into short sentences or a bullet list so the answer is easier to scan. Also verify the enrollment currency detail ("GBP or EUR in the UK and EU") matches the exact wording/rule used elsewhere in this guide to avoid drift.
HelpDot Documentation ReviewOverall AssessmentThis PR makes two small, well-scoped additions to the article Set-Up-and-Manage-the-Expensify-Card-US.md: (1) a clarifying sentence appended to the "Select a Bank Account" step explaining that linking an existing card feed works even when the current workspace uses a non-USD currency, and (2) a new FAQ entry answering whether an existing feed can be linked to a non-USD workspace. Both changes are accurate follow-ups to E/A#98509, reuse existing UI terminology, and introduce no new labels. Scores Summary
Key Findings
Recommendations
Files Reviewed
Note: This review is based solely on the added/modified lines in the PR diff. |
Explanation of Change
Follow-up docs update for Expensify/App#98509 ($ Expensify/App#98503), which allows linking an existing Expensify Card feed to a workspace on any currency — the supported-currency requirement now only applies when enrolling a brand-new card program.
The published guide Set Up and Manage the Expensify Card in the US already mentioned linking an existing feed across workspaces, but did not clarify that this works when the target workspace uses a currency other than USD. This PR adds that clarification.
Changes:
Only
docs/articleswas touched. No product/code changes.UI terminology note: button and feature labels reused here (Issue new card, Expensify Card, More features, Settings > Workspaces) are unchanged from the currently published guide, so no new UI labels were introduced.
Fixed Issues
Docs follow-up for #98509
Tests
N/A — documentation only. Rendered Markdown reviewed for structure and formatting.
QA Steps
N/A — documentation only.
@chuckdries, please review the files changed and confirm they reflect the current behavior. Then post a new comment saying
@MelvinBot mark this PR as ready for review.