1<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd"> 2<html xmlns="http://www.w3.org/1999/xhtml"> 3 <head> 4 <meta http-equiv="Content-Type" content="text/html; charset=UTF-8" /> 5 <meta http-equiv="X-UA-Compatible" content="IE=Edge,chrome=1"> 6 <meta name="viewport" content="width=device-width"> 7 <!--[if lte IE 9]> 8
8<script type="text/javascript"> 9 var sPath = window.location.pathname; 10 var sPage = sPath.substring(sPath.lastIndexOf('/') + 1); 11 if (sPage != "browserupgrade") 12 window.location="browserupgrade"; 13 </script>
13 14 <![endif]--> 15 <title>Expensify - Pricing</title> 16 <link rel="icon" type="image/png" href="https://d2k5nsl2zxldvw.cloudfront.net/images/expensify__favicon.png"> 17 18 19 <meta name="keywords" content="expense report, expense report template, expenses, small business expense, expense reimbursement, card import, travel expense, conference"/> 20 <meta name="description" content="Import expenses directly from a credit card to create free expense reports quickly. Approve reports online and reimburse directly to a checking account with one click."/> 21 <meta name="robots" Content="Index,Follow" /> 22 23 24 <link rel="stylesheet" type="text/css" href="https://d2k5nsl2zxldvw.cloudfront.net/dist/css-gz/style.da2bc6c8.css.gz" /> 25 26
26<script type="text/template" id="template_Admin_Domains_Main" class="js_template"> 27 <div class="page-header"> 28 <div class="floatRight"> 29 <button id="admin_button_create_domain" class="btn btn-success"> 30 New Domain</a> 31 </button> 32 </div> 33 34 <h1>Domains</h1> 35 </div> 36 37 <div id="settings_domainControl_domains_controlledmessage" class="alertsBanner alertsBanner-hint"> 38 Your account is under Domain Control. 39 </div> 40 41 <!-- Domains Table --> 42 <div id="settings_domainControl_domains_tableSection"> 43 <div id="settings_domainControl_domains_tableContainer"></div> 44 </div> 45</script>
45 46
46<script type="text/template" id="template_Admin_Policies_Main" class="js_template"> 47 <div class="page-header"> 48 <div id="newpolicy_button_container"></div> 49 50 <h1>Workspaces</h1> 51 </div> 52 53 <div id="admin_policies_container"></div> 54 55 <div id="policy_message" class="contentCard landingContainer"> 56 <div class="contentCard-title"> 57 <h3>Pick a workspace thatâs right for you, no credit card needed.</h3> 58 </div> 59 <p>Expense workspaces allow you to create rules that meet the unique needs of your organization. Add employees, manage categories, enable tax reporting and more! Once youâre done, transfer your companyâs expense data into your accounting software using our simple, but powerful export options. <a href="/pricing">Learn more...</a></p> 60 <br> 61 <div id="policy_cards"></div> 62 </div> 63</script>
63 64
65<script type="text/template" id="template_Admin_Policies_Container" class="js_template"> 66 <div id="admin_policy_banner_container"></div> 67 <div id="admin_policy_table_container"></div> 68</script>
68 69 <!-- This file will be removed after Stripe Connect beta is no longer needed. -->
70<script type="text/template" id="template_Dialog_AchReimburse_main" class="js_template"> 71 <div id="dialog_newACH" class=""> 72 <div id="reimbursementDialogBanner" class="dialogHero"> 73 <% if (!isInvoiceOrBill) { %> 74 <div class="calendarBox"> 75 <div class="calendarBox-month"></div> 76 <div class="calendarBox-number"></div> 77 </div> 78 <% } %> 79 <div class="dialogHeroText"> 80 <h2 class="js_reimbursementBannerTitle"></h2> 81 <p class="js_reimbursementBannerText"></p> 82 </div> 83 </div> 84 85 <div class="dialog_wrapper"> 86 87 <div class="clearfix marginTop marginBottom30"> 88 <div class="width-60per floatLeft js_reimbursementForm"> 89 <!-- List of bank accounts --> 90 <div id="js_chooseBankAccountMessageBox" class="message message_alert hidden"> 91 <p id="js_chooseBankAccountMessage"></p> 92 </div> 93 <h3 class="marginBottom"> 94 <% if (isInvoiceOrBill) { %> 95 Which account should we use for this bill? 96 <% } else { %> 97 Which account should we draw from? 98 <% } %> 99 </h3> 100 <div class="js_bankAccountList"></div> 101 </div> 102 103 <div id="reimbursementDetails" class="width-40per floatLeft"> 104 <h3 class="marginBottom marginLeft10">Details:</h3> 105 <ul id="sameAccountWarning" class="paddedList marginBottom hidden"> 106 <li class="message_alert noMargin"> 107 <h3><span class="expensicons expensicons-error-circle expensicons-sm yellow"></span> We can't reimburse this</h3> 108 <p>It looks like you are trying to reimburse to the same bank account as the withdrawal bank account. Please make sure to select a different bank account to reimburse from, or ask the submitter to change their default reimbursement bank account.</p> 109 </li> 110 </ul> 111 <ul id="regularDetails" class="paddedList"> 112 <li class="highlighted lineHeightInput"> 113 <div class="floatRight"> 114 <h2 class="js_reportAmount"></h2> 115 </div> 116 <span class="depreciated">Report Total</span> 117 </li> 118 <li id="timeEstimateSection"> 119 <div class="floatRight"> 120 <span class="js_timeEstimate"></span> 121 </div> 122 <span class="depreciated">Estimated Delivery </span> 123 <a href="https://community.expensify.com/discussion/5634/deep-dive-how-long-will-it-take-for-me-to-receive-my-reimbursement/" class="dialogHelpLink" target="_blank" rel="noopener noreferrer">Learn more about ACH processing.</a> 124 </li> 125 <li id="employeeAccountNotSetup" class="hidden message_hint topNotch marginTop20"> 126 <p>Heads up: <span id="employeeEmail"></span> hasn't set up their ACH account yet, but we'll reimburse this when they do.</p> 127 </li> 128 <li class="js_ACHLimitSection hidden"> 129 <div class="floatRight"> 130 <span class="js_achLimit"></span> 131 </div> 132 <span class="depreciated">Individual Report ACH Limit</span> 133 <div class="expensicons expensicons-error-circle expensicons-sm yellow inlineBlock" data-toggle="tooltip" title="The ACH limit has been reached."></div> 134 </li> 135 </ul> 136 </div> 137 </div> 138 139 <div> 140 By clicking <strong>Accept Terms</strong>, I accept the <a href="https://use.expensify.com/achterms" target="_blank" rel="noopener noreferrer">terms and conditions</a>. 141 </div> 142 143 <div class="dialogFooter textRight"> 144 <button class="btn btn-primary-outline reports_popup_pay_mark"> 145 I'll do it manually â just mark as <% isInvoiceOrBill ? 'paid' : 'reimbursed' %> 146 </button> 147 <button class="btn btn-success-outline js_reimburse"> 148 Accept Terms & 149 <% if (isInvoiceOrBill) { %> 150 Pay 151 <% } else { %> 152 Reimburse 153 <% } %> 154 </button> 155 </div> 156 </div> 157 </div> 158</script>
158 159
160<script type="text/template" id="template_Dialog_AchReimburse_account" class="js_template"> 161 <ol class="form marginBottom20"> 162 <li class="radio noMargin clearfix"> 163 <% if( hasAccess ) { %> 164 <input type="radio" name="newACH_bankAccountID" value="<%- bankAccountID %>" data-bankaccountclientid="<%- bankAccountClientID %>" class="reimbursementAccountRadio floatLeft" /> 165 <% } %> 166 <div class="floatLeft <% if( !hasAccess ) print( 'disabled' ) %>"> 167 <table class="tableLeftHeader" border="0" cellspacing="0" cellpadding="5"> 168 <tr class="borderBottom"> 169 <th>Account Name</th> 170 <td><%- addressName %></td> 171 </tr> 172 <tr class="borderBottom"> 173 <th>Account Number</th> 174 <td><%- accountNumber %></td> 175 </tr> 176 <tr> 177 <th>Routing Number</th> 178 <td><%- routingNumber %></td> 179 </tr> 180 </table> 181 </div> 182 </li> 183 </ol> 184</script>
184 185 186
187<script type="text/template" id="template_Dialog_AchReimburse_select" class="js_template"> 188 <ol class="form"> 189 <li class="radio noMargin clearfix"> 190 <input type="radio" id="newACH_otherAccount" name="newACH_bankAccountID" value="" class="reimbursementAccountRadio floatLeft" /> 191 <select id="newACH_selectBank" class="floatLeft"> 192 <option selected disabled>Choose a different account</option> 193 </select> 194 </li> 195 </ol> 196</script>
196 197
197<script type="text/template" id="template_Dialog_AddCSV_main" class="js_template"> 198 <div id="dialog_csv_card"> 199 <div class="last-card-error"></div> 200 <div class="message_error hidden" id="uploadcsv_uploadError"></div> 201 <div class="message_error hidden" id="uploadcsv_errorCommit"></div> 202 <div class="message_error hidden" id="uploadcsv_errorConsole"></div> 203 204 <div class="section" id="import_step1"> 205 <div id="addCard_upload" class="center"> 206 <div id="import_step1_upload"> 207 <img role="presentation" src="https://d2k5nsl2zxldvw.cloudfront.net/images/illustrations/emptystate__csv.svg" width="200" height="200" /> 208 <div class="marginBottom30"> 209 <h2>Upload transactions directly from your bank</h2> 210 <p>Supported file types: CSV, XLS, OFX, QFX</p> 211 </div> 212 <button class="btn btn-success btn-lg" id="uploadQFX_button">Upload</button> 213 </div> 214 </div> 215 </div><!-- close step1 --> 216 217 <div class="section hidden" id="import_step2_csv"> 218 <div id="uploadcsv_accountDetailsContainer" class="marginBottom40"> 219 <h3>File Settings</h3> 220 <ol class="form"> 221 <li id="uploadcsv_columnLayoutSelectorContainer"> 222 <label>Default Layout</label> 223 <select id="uploadcsv_columnLayoutSelector" class="long"></select> 224 </li> 225 <li> 226 <label>Mapping Name</label> 227 <input type="text" id="uploadcsv_account_bankName" /> 228 </li> 229 230 <li> 231 <label>Card Display Name</label> 232 <input type="text" id="uploadcsv_account_accountName" /> 233 </li> 234 235 <li> 236 <label>Date Format <a href="https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#date-formats" target="_blank" rel="noopener noreferrer" id="uploadcsv_dateFormat_qtip" class="floatRight help_link qtip-bottom" title="Enter a format using formula date formats or leave it blank and we will try to guess the format. Click to find out more about formula date formats."></a></label> 237 <input type="text" id="uploadcsv_dateFormat" /> 238 </li> 239 240 <li> 241 <label>Currency</label> 242 <select id="uploadcsv_account_currencySelector" class="long"></select> 243 </li> 244 245 <li class="uploadcsv_xls"> 246 <label>Offset From Top</label> 247 <input type="text" id="uploadcsv_account_offset" /> 248 </li> 249 </ol> 250 </div> 251 252 <div id="addcard_csvUploadContainer"> 253 <div class="message_error hidden" id="uploadcsv_errorContainer"></div> 254 255 <div id="uploadcsv_columnSelection"> 256 <h3>Select column-expense attribute mappings for this file</h3> 257 <div class="message_error" id="uploadcsv_missingColumnNote"> 258 An attribute-value mapping is missing. Please assign a column to each of the three attributes: merchant, date, and amount. 259 </div> 260 261 <table id="uploadcsv_columnMapSelectorContainer" class="table table-compact marginBottom"></table> 262 263 <div class="marginTop40 marginBottom30"> 264 <h3>Output Preview <span class="small depreciated"><span id="uploadcsv_displayRows"></span><span id="uploadcsv_totalRows"></span> rows)</span></h4> 265 <table id="uploadcsv_exampleTable" class="table table-compact"> 266 <thead> 267 <tr> 268 <th class="datecolumn">Date</th> 269 <th class="merchantcolumn">Merchant</th>
270 <th class="amountcolumn">Amount</th> 271 <th class="categorycolumn">Category</th> 272 <th class="tagcolumn">Tag</th> 273 <!--FIXME: bring these in when AUTH is updated th class="commentcolumn"><b>Comment</b></th--> 274 </tr> 275 </thead> 276 <tbody> 277 278 </tbody> 279 </table> 280 </div> 281 </div> 282 </div> 283 </div><!-- close step3_csv --> 284 285 <div id="addcard_done"> 286 <button id="js_csvDone" class="btn btn-lg btn-primary-outline">Done</button> 287 </div> 288 </div><!-- /#dialog_csv_card --> 289 290 <div class="dialogFooter clearfix hidden js_csvUploadFooter"> 291 <button id="uploadcsv_acceptLayoutButton" class="btn btn-lg btn-success-outline floatRight">Add Expenses</button> 292 <div class="uploadOptions"> 293 <div class="inlineBlock width-240px lineHeightInput-lg"> 294 <input type="checkbox" id="uploadcsv_account_reimbursable" checked /> 295 <label for="uploadcsv_account_reimbursable" class="noMargin">Transactions are Reimbursable</label> 296 </div> 297 <div class="inlineBlock width-200px lineHeightInput-lg"> 298 <input type="checkbox" id="uploadcsv_account_flipSign" /> 299 <label for="uploadcsv_account_flipSign" class="noMargin">Flip Amount Sign</label> 300 </div> 301 </div> 302 </div> 303 304</script>
304 305
305<script type="text/template" id="template_Dialog_AddPerson_main" class="js_template"> 306 <div id="dialog_addPerson"> 307 <div class="dialog_wrapper"> 308 <div class="expensicons expensicons-lg expensicons-invite blue floatLeft"></div> 309 <div id="addPerson_infoMessage"></div> 310 311 <form id="addPersonForm" class="noMargin form stackedLabels"> 312 <div id="addPersonForm_email" class="clearfix marginBottom20"> 313 <label>Email or Phone</label> 314 <input type="text" name="emailList" class="text large fullWidth" id="addPerson_email" /> 315 </div> 316 317 <div id="addPersonForm_policy" class="clearfix marginBottom20 js_policySelect"> 318 <label>Workspace:</label> 319 <span id="addPerson_policyList"> 320 <select id="addPerson_policySelector" class="large fullWidth"></select> 321 </span> 322 </div> 323 324 <div id="addPersonForm_admin" class="clearfix marginBottom20 js_policy"> 325 <label>Role:</label> 326 <select id="addPerson_admin" class="large fullWidth"> 327 <option value="user">Employee</option> 328 <% if(canBeAuditor){ %> 329 <option value="auditor">Auditor</option> 330 <% } %> 331 <option value="admin">Workspace Admin</option> 332 </select> 333 <div class="depreciated helperLabel js_roleDescription marginTop5"><strong>Employees</strong> can submit reports as well as approve any reports submitted to them on this workspace.</div> 334 </div> 335 336 <div id="addPersonForm_submitsTo" class="clearfix marginBottom20 js_policy"> 337 <label>Submits to:</label> 338 <select id="addPerson_submitSelector" class="large fullWidth"></select> 339 </div> 340 341 <div id="addPersonForm_forwardsTo" class="clearfix marginBottom20 js_policy"> 342 <label>Approves to:</label> 343 <select id="addPerson_forwardSelector" class="large fullWidth"></select> 344 </div> 345 346 <div id="addPersonForm_message" class="clearfix marginBottom20 js_policy"> 347 <label>Add a personal message (optional):</label> 348 <textarea id="addPerson_welcomeMessage" class="fullWidth" rows="5" cols="50"> 349 </textarea> 350 </div> 351 352 <div id="addPerson_additionalMessage"></div> 353 354 <div id="alreadyAddedWarning" class="message_alert hidden"> 355 <p>The following emails were removed because they are already a member of your workspace. Please update the email list or continue.</p> 356 <ul id="alreadyAddedList" class="bullets"></ul> 357 </div> 358 <div id="invalidWarning" class="message_alert hidden"> 359 <p>The following emails were removed because they were invalid. Please update the email list or continue.</p> 360 <ul id="invalidList" class="bullets"></ul> 361 </div> 362 <div id="existingWarning" class="message_alert hidden"> 363 <p>The following Expensify accounts were previously closed. All of the previously submitted expense data will still be visible to the users if you reopen their accounts. Please update the email list or continue.</p> 364 <ul id="existingList" class="bullets"></ul> 365 </div> 366 367 <div id="addPerson_submit" class="btn btn-lg btn-success-outline floatRight"> 368 Invite 369 </div> 370 371 <div class="lineHeightInput-lg"> 372 <a href="https://www.expensify.com/privacy" target="_blank" rel="noopener noreferrer">Privacy</a> 373 </div> 374 </form> 375 </div> 376 </div> 377</script>
377 378
378<script type="text/template" id="template_Dialog_Admin_DeleteDomain" class="js_template"> 379 <p>Are you sure you want to reset the domain <strong><%= domainName %></strong>? By resetting this domain, the following will be PERMANENTLY DELETED:</p> 380 <ul class="bullets"> 381 <li>Company card connections and any unreported user expenses from those cards</li> 382 <li>SAML settings</li> 383 <li>Group settings</li> 384 <li>Travel data and access to Expensify Travel</li> 385 </ul> 386 <p>All accounts, workspaces, reports, expenses and other data will remain.</p> 387 388 <p><strong>Note:</strong> This domain will remain visible as long as you own a login associated with the domain. To remove visibility of it from the Domains page, visit your <a href='/settings?param={"section":"account","subsection":"loginTableContainer"}'>Contact Methods</a> settings to remove the linked email.</p> 389 390 <div class="formLarge"> 391 <p>Please type the full name of this domain (<%= domainName %>) below to confirm:</p> 392 <input type="text" class="confirmTextBox center"></input> 393 </div> 394 <div class="center marginTop"> 395 <button class="btn btn-secondary-outline js_cancel">Cancel</button> 396 <button class="btn btn-danger-outline js_remove_domain disabled">Reset Domain</button> 397 </div> 398</script>
398 399
399<script type="text/template" id="template_Dialogs_ValidateDomain_main" class="js_template"> 400 <div> 401 <p>You will need to verify ownership of this domain before you can continue. You may need to consult your organization's IT department to complete the verification.</p> 402 </div> 403 404 <div class="js_validateDialogInstructionContainer marginTop"></div> 405 406 <div class="center marginTop"> 407 <button class="btn btn-success-outline js_validateDomain">Verify Domain</button> 408 </div> 409</script>
409 410
411<script type="text/template" id="template_Dialogs_ValidateDomain_warningSpam" class="js_template"> 412 <div class="js_domainValidation_alert message_alert"> 413 <strong>Heads up!</strong><br /> 414 For the protection of existing users on your domain, 415 we will <strong>send an email to all Expensify users on the domain</strong> to let them 416 know that their account is going to be under domain control immediately after verification completes. 417 </div> 418</script>
418 419 420
421<script type="text/template" id="template_Dialogs_ValidateDomain_dns" class="js_template"> 422 <p>You'll need to edit the DNS records for <strong><%- domainName %></strong>.</p> 423 <p>If you use the DNS service provided by your registrar, they will likely have a help page to describe the process. If they don't you can use the pages from <a target="_blank" rel="noopener noreferrer" href="https://godaddy.com/help/manage-dns-records-680">GoDaddy</a> or <a target="_blank" rel="noopener noreferrer" href="https://www.namecheap.com/support/knowledgebase/article.aspx/317/78/how-do-i-add-spf-or-txt-records-for-my-domain">Namecheap</a> for a reference.</p> 424 <ol class="numbers marginBottom"> 425 <li>Log into or access your DNS service provider.<div class="marginLeft19">This might be your Domain Name Registrar like NameCheap or GoDaddy, or a dedicated DNS service provider like DNSMadeEasy or Amazon Route53, or it could be internally managed by your company's IT department.</div></li> 426 <li>Go to the page to edit the DNS records for <strong><%- domainName %></strong>. 427 <div class="marginLeft19">This tool might be called something similar to <i>DNS Management</i> or <i>Zone File Editor</i>.</div> 428 </li> 429 <li> 430 Add a new TXT record, setting the following code as the value:<br> 431 <span class="textarea code"><%- validationCode %></span> 432 </li> 433 <li>Save your changes.</li> 434 <li>Click the "Verify" button to confirm ownership of the domain.</li> 435 </ol> 436 437 <p>The TXT DNS record may be removed once you have verified ownership of the domain.</p> 438 439 <%= Templates.get( ['Dialogs', 'ValidateDomain', 'warningSpam']) %> 440 441</script>
441 442 443
443<script type="text/template" id="template_Dialog_Authenticate_CreateAccount" class="js_template"> 444 <div class="center width100 paddingTopBottom"> 445 <p>Would you like to create an Expensify account and start your free trial using <strong><%= email %></strong>?</p> 446 <button class="btn btn-success-outline" id="authenticateCreateChangeEmail"> 447 Change Email 448 </button> 449 <button class="btn btn-primary-outline" id="authenticateCreateAccount"> 450 Create Account 451 </button> 452 </div> 453</script>
453 454
454<script type="text/template" id="template_Dialog_Authenticate_EmailCapture" class="js_template"> 455 <div class="marginTop20 marginBottom40"> 456 <form id="authenticateEmailForm" class="form center one-line"> 457 <p class="clearfix center marginBottom"> 458 Please enter your Expensify account email address to continue 459 </p> 460 <fieldset> 461 <input type="email" id="authenticateEmailInput" placeholder="Enter your email address..." /> 462 <button type="submit" value="Submit" class="btn btn-success-outline vAlignTop">Continue</button> 463 </fieldset> 464 </form> 465 </div> 466 <div class="textRight"> 467 <a href="/privacy" target="_blank" rel="noopener noreferrer">Privacy</a> 468 </div> 469</script>
469 470
470<script type="text/template" id="template_Dialog_Authenticate_ResetPassword" class="js_template"> 471 <p class="clearfix center"> 472 We've sent a validation email to <strong><%- email %></strong>. Please check your inbox and follow the instructions in the email 473 to reset your password. After that, you can sign up for invoicing either on this page or from the 'Billing' section of your settings. 474 </p> 475 <ul> 476 <li class="textCenter marginTop"> 477 <button class="btn btn-primary-outline" id="authenticateResetPasswordConfirm">Ok</button> 478 </li> 479 </ul> 480</script>
480 481
481<script type="text/template" id="template_Dialog_Authenticate_SignIn" class="js_template"> 482 <form class="form textCenter paddingTopBottom" id="authenticateSignInForm"> 483 <p class="center marginBottom">Please enter your Expensify account password to sign into <strong><%= email %></strong></p> 484 <ol class="form short-labels"> 485 <li> 486 <label for="authenticateSignInPassword">Password:</label> 487 <input type="password" id="authenticateSignInPassword" class="medium" autocomplete="current-password"/> 488 <button class="btn btn-success-outline marginLeft" type="submit" value="Submit">Sign In</button> 489 </li> 490 </ol> 491 </form> 492 <div class="dialogMessageBottom square textCenter"> 493 <button class="btn btn-primary-outline marginRight marginBottom" id="authenticateSignInChangeEmail">Use a Different Email</button> 494 <button class="btn btn-danger-outline marginBottom" id="authenticateSignInResetPassword">Reset Your Password</button> 495 </div> 496</script>
496 497
497<script type="text/template" id="template_Dialog_AddBillingCard_Iframe" class="js_template"> 498 <div id="addBillingForm"></div> 499 <div id="addBillingCardSecurityPanel"></div> 500</script>
500 501
501<script type="text/template" id="template_Dialog_AddBillingCard_Security" class="js_template"> 502 <div id="addBillingCardSecurityPane"> 503 <img role="presentation" src="https://d2k5nsl2zxldvw.cloudfront.net/images/illustrations/simple-illustration__bankshield.svg" width="88" height="88" /> 504 <h3>Is my data safe?</h3> 505 <ul> 506 <li>PCI-DSS compliant</li> 507 <li>Bank-grade encryption</li> 508 <li>Redundant infrastructure</li> 509 </ul> 510 511 <div class="center marginBottom20"> 512 <div id="dialog_addCard_mcafee" class="addCCmcafee inlineBlock"> 513 <img width="94" height="54" border="0" src="https://images.scanalert.com/meter/all.expensify.com/23.gif" alt="McAfee Secure sites help keep you safe from identity theft, credit card fraud, spyware, spam, viruses and online scams"> 514 </div> 515 516 <div class="addCCtrustE inlineBlock"> 517 <a href="//privacy.trustarc.com/privacy-seal/validation?rid=c36c3001-c900-4fd9-a736-67a4cb4c4602" target="_blank"> 518 <img style="border: none" src="//hostedseal.trustarc.com/privacy-seal/seal?rid=c36c3001-c900-4fd9-a736-67a4cb4c4602" alt="TRUSTe" /> 519 </a> 520 </div>
521 </div> 522 523 <p><a href="https://community.expensify.com/discussion/5677/deep-dive-security-how-expensify-protects-your-information" class="external" target="_blank" rel="noopener noreferrer">More details about our security</a></p> 524 </div> 525</script>
525 526
526<script type="text/template" id="template_Dialog_Confirm_Default" class="js_template"> 527 <div><%= message %></div> 528 <div class="center"> 529 <div class="dialog_done marginTop"> 530 <% if ( showCancel ){ %><button class="btn btn-secondary-outline dialog_confirm_button_cancel"><%- cancelLabel %></button><% } %> 531 <% if ( showYes ){ %><button class="btn btn-success-outline dialog_confirm_button_yes"><%- yesLabel %></button><% } %> 532 <% if ( showNo ){ %><button class="btn btn-danger-outline dialog_confirm_button_no"><%- noLabel %></div><% } %> 533 </div> 534 </div> 535</script>
535 536
536<script type="text/template" id="template_Dialog_CreatePolicy_main" class="js_template"> 537<p>Choose a policy below that meets the unique needs of your organization. <a href="/pricing">Learn more...</a></p> 538<br> 539 540<div id="createPolicy_policyCards"></div> 541</script>
541 542
542<script type="text/template" id="template_Dialog_CsvImport_main" class="js_template"> 543 <div id="dialog_csvImport"> 544 <div id="csvImport_instructions"> 545 <div class="people message_empty width60"> 546 <h3>Guidelines</h3> 547 <ul class='bullets'> 548 <li class="csvImport_instructions_preUploadSteps">Select a spreadsheet file to import (supported formats are .csv, .txt, .xls, and .xlsx)</li> 549 <li class="csvImport_instructions_preUploadSteps">You'll see a preview of the first few rows of your spreadsheet</li> 550 <li>You must choose ONE column that corresponds to <b>Email</b></li> 551 <li>You'll then be prompted to share a workspace and configure additional settings</li> 552 </ul> 553 </div> 554 <div class="categories message_empty width60"> 555 <h3>Guidelines</h3> 556 <ul class='bullets'> 557 <li class="csvImport_instructions_preUploadSteps">Select a spreadsheet file to import (supported formats are .csv, .txt, .xls, and .xlsx)</li> 558 <li class="csvImport_instructions_preUploadSteps">You'll see a preview of the first few rows of your spreadsheet</li> 559 <li>You must choose ONE column that corresponds to a category <b>Name</b></li> 560 <li>All categories will then be merged into the workspace</li> 561 <li>Any Auto categorization and MCC code mappings for disabled categories will be cleared</li> 562 </ul> 563 </div> 564 <div class="tags message_empty width60"> 565 <h3>Guidelines</h3> 566 <ul class='bullets'> 567 <li class="csvImport_instructions_preUploadSteps">Select a spreadsheet file to import (supported formats are .csv, .txt, .xls, and .xlsx)</li> 568 <li class="csvImport_instructions_preUploadSteps">You'll see a preview of the first few rows of your spreadsheet</li> 569 <li>Please choose one column that corresponds to the <b>Tag</b> names, and assign it as 'Name' from the drop-down menu. This column is required.</li> 570 <li>If a GL Code is applicable, please select 'GL Code' for that column. Otherwise, GL codes will be left blank.</li> 571 <li>All tags will then be merged into the workspace</li> 572 </ul> 573 </div> 574 <div class="customUnits"> 575 <h4>Guidelines</h4> 576 <ul class='bullets'> 577 <li class="csvImport_instructions_preUploadSteps">Select a spreadsheet file to import (supported formats are .csv and .txt)</li> 578 <li class="csvImport_instructions_preUploadSteps">You'll see a preview of the first few rows of your spreadsheet</li> 579 <li>You must choose ONE column that corresponds to a Rate <b>destination</b></li> 580 <li>You must choose ONE column that corresponds to a Rate <b>subrate</b></li> 581 <li>You must choose ONE column that corresponds to a Rate <b>currency</b></li> 582 <li>You must choose ONE column that corresponds to a Rate <b>amount</b></li> 583 <li>All rates will then be merged into the workspace</li> 584 </ul> 585 </div> 586 </div> 587 <div id="csvImport_aboveTableStatus" class="hidden message_neutral marginRight"></div> 588 <div id="csvImport_tableContainer"></div> 589 590 <div id="csvImport_status" class="hidden"></div> 591 592 <div class="floatWrapper center marginTop hidden" id="csvImport_doesFileHaveHeaderRow"> 593 <input type="checkbox" name="csvImport_file_has_headers" id="csvImport_file_has_header_row"> 594 <label for="csvImport_file_has_header_row">The first line in this file contains the column headers</label> 595 </div> 596 597 <div class="floatWrapper center marginTop" id="csvImport_buttons"> 598 <button class="btn btn-primary-outline csvImport_upload people" id="csvImport_upload_people">Upload File...</button> 599 <button class="btn btn-primary-outline csvImport_upload categories" id="csvImport_upload_categories">Upload File...</button> 600 <button class="btn btn-primary-outline csvImport_upload tags" id="csvImport_upload_tags">Upload File...</button> 601 <button class="btn btn-primary-outline csvImport_upload customUnits" id="csvImport_upload_customUnits">Upload File...</button> 602 <button class="btn btn-primary-outline" id="csvImport_save">Import</button> 603 <button class="btn btn-primary-outline" id="csvImport_done">Done</button> 604 </div> 605 </div> 606</script>
606 607 <div id="dialog_container"> 608 <div id="dialog_overlay_new"></div> 609</div> 610
611<script type="text/template" id="template_Dialog_base" class="js_template"> 612 <div class="dialog dialog_new <%= dialogName %> <%- extraClasses %>" id="dialog_<%= dialogID %>"> 613 <div class="dialog_title"> 614 <a class="dialog_x"><i class="expensicons expensicons-remove"></i></a> 615 <h1 class="dialog_title_text"><%= title %></h1> 616 </div> 617 <div class="dialog_body dialog_wrapper <% noPadding ? print('no-padding') : '' %>"> 618 <%= spinner %> 619 </div> 620 </div> 621</script>
621 622
622<script type="text/template" id="template_Dialog_Domain_EditSecurityGroup" class="js_template"> 623 <ol class="form xl-labels editSecurityGroup_form"> 624 <li class="clearfix"><label>Permission group name</label> 625 <input type="text" class="large long" name="securityGroupName" /> 626 </li> 627 628 <li class="clearfix"> 629 <label for="editSecurityGroup_isDefaultGroup">Default group</label> 630 <div class="onoffswitch-wrapper marginLeft10"> 631 <input type="checkbox" name="isDefaultGroup" class="onoffswitch-checkbox editable" id="editSecurityGroup_isDefaultGroup"> 632 <label class="onoffswitch-label" for="editSecurityGroup_isDefaultGroup"> 633 <span class="onoffswitch-inner"></span> 634 <span class="onoffswitch-switch"></span> 635 </label> 636 </div> 637 <div class="depreciated helperLabel fullWidth"> 638 New members will be added to this group 639 </div> 640 </li> 641 642 <li class="clearfix"> 643 <label> 644 <h3 class="noMargin">Group Permissions</h3> 645 </label> 646 </li> 647 <li class="clearfix"> 648 <label for="editSecurityGroup_enableStrictPolicyRules">Strictly enforce expense workspace rules</label> 649 <div class="onoffswitch-wrapper marginLeft10"> 650 <input type="checkbox" name="enableStrictPolicyRules" class="onoffswitch-checkbox editable" id="editSecurityGroup_enableStrictPolicyRules"> 651 <label class="onoffswitch-label" for="editSecurityGroup_enableStrictPolicyRules"> 652 <span class="onoffswitch-inner"></span> 653 <span class="onoffswitch-switch"></span> 654 </label> 655 </div> 656 <div class="depreciated helperLabel fullWidth"> 657 Every rule and regulation on the workspace must be met before a report can be submitted. <strong><em>Caution!</em></strong> This will prevent members from submitting any reports where a manager has granted them a manual exception for any of the workspace rules. 658 </div> 659 </li> 660 661 <li class="clearfix"> 662 <label for="editSecurityGroup_enableRestrictedPrimaryLogin">Restrict default login selection</label> 663 <div class="onoffswitch-wrapper marginLeft10"> 664 <input type="checkbox" name="enableRestrictedPrimaryLogin" class="onoffswitch-checkbox editable" id="editSecurityGroup_enableRestrictedPrimaryLogin"> 665 <label class="onoffswitch-label" for="editSecurityGroup_enableRestrictedPrimaryLogin"> 666 <span class="onoffswitch-inner"></span> 667 <span class="onoffswitch-switch"></span> 668 </label> 669 </div> 670 <div class="depreciated helperLabel fullWidth"> 671 Prevent members from switching their account email address away from their company email address and leaving these restrictions 672 </div> 673 </li> 674 <li class="clearfix"> 675 <label for="editSecurityGroup_enableRestrictedPolicyCreation">Restrict expense workspace creation/removal</label> 676 <div class="onoffswitch-wrapper marginLeft10"> 677 <input type="checkbox" name="enableRestrictedPolicyCreation" class="onoffswitch-checkbox editable" id="editSecurityGroup_enableRestrictedPolicyCreation"> 678 <label class="onoffswitch-label" for="editSecurityGroup_enableRestrictedPolicyCreation"> 679 <span class="onoffswitch-inner"></span> 680 <span class="onoffswitch-switch"></span> 681 </label> 682 </div> 683 <div class="depreciated helperLabel fullWidth"> 684 Prevent members from being able to create an expense workspace or remove themselves from an expense workspace. This is useful for preventing people from using Expensify to submit reports for use outside your domain when combined with strict workspace enforcement. 685 </div> 686 </li> 687 <li class="noMargin"> 688 <label for="editSecurityGroup_enablePreferredPolicy">Preferred Workspace</label> 689 <div class="onoffswitch-wrapper marginLeft10"> 690 <input type="checkbox" name="enableRestrictedPrimaryPolicy" class="onoffswitch-checkbox editable" id="editSecurityGroup_enablePreferredPolicy"> 691 <label class="onoffswitch-label" for="editSecurityGroup_enablePreferredPolicy">
692 <span class="onoffswitch-inner"></span> 693 <span class="onoffswitch-switch"></span> 694 </label> 695 </div> 696 <div class="depreciated helperLabel fullWidth"> 697 All new reports and expenses will be created on the <b>Preferred Workspace</b> below. Workspace members will still be able to switch their reports between workspaces if needed. 698 </div> 699 </li> 700 <li class="editSecurityGroup_preferredPolicySelectorLine clearfix"> 701 <label for="editSecurityGroup_preferredPolicySelector"> 702 Set Preferred Workspace to: 703 </label> 704 <select id="editSecurityGroup_preferredPolicySelector" class="large long" disabled="disabled"> 705 </select> 706 </li> 707 <li class="editSecurityGroup_preferredPolicySelectorDisabledLine hidden"> 708 There are no workspaces on this domain. A workspace is required to enable this restriction. 709 </li> 710 <li class="clearfix"> 711 <label for="editSecurityGroup_overridePreferredPolicyWithCardPolicy">Expensify Card Preferred Workspace</label> 712 <div class="onoffswitch-wrapper marginLeft10"> 713 <input type="checkbox" name="overridePreferredPolicyWithCardPolicy" class="onoffswitch-checkbox editable" id="editSecurityGroup_overridePreferredPolicyWithCardPolicy"> 714 <label class="onoffswitch-label" for="editSecurityGroup_overridePreferredPolicyWithCardPolicy"> 715 <span class="onoffswitch-inner"></span> 716 <span class="onoffswitch-switch"></span> 717 </label> 718 </div> 719 <div class="depreciated helperLabel fullWidth"> 720 All Expensify Card transactions will be created on the Expensify Card Preferred Workspace instead of the Preferred Workspace. Enabling this feature will override the <b>Preferred Workspace</b> setting for Expensify Card transactions <b>only</b>. 721 </div> 722 </li> 723 </ol> 724 <div class="dialogFooter textRight"> 725 <button class="btn btn-success-outline js_save">Save</button> 726 </div> 727</script>
727 728
728<script type="text/template" id="template_Dialog_DuplicatePolicy_main" class="js_template"> 729 <div id="dialog_duplicatePolicy"> 730 <div class="dialog_wrapper"> 731 <div id="dialog_duplicatePolicy_error" class="message_error" style="display:none;"></div> 732 <div id="dialog_duplicatePolicy_message" class="center"></div> 733 <br/> 734 <div class="textLeft marginTop"> 735 <p> 736 <input type="checkbox" name="toggleAll" id="toggleAll" class="" /> 737 <span id="toggleAllText">Select/Deselect All</span> 738 <hr> 739 </p> 740 <div id="dialog_duplicatePolicy_optionsWrap"> 741 742 </div> 743 </div> 744 <div class="center"> 745 <button class="btn btn-danger-outline dialog_duplicatePolicy_no">Cancel</button> 746 <button class="btn btn-success-outline dialog_duplicatePolicy_okay">Okay</button> 747 </div> 748 </div> 749 750 <div id="duplicatePolicy_optionTemplate" class="marginBottom"> 751 <input type="checkbox" class="dialog_duplicatePolicy_checkbox floatLeft"/> 752 <div class="marginLeft19"> 753 <b class="option_title"></b> 754 <span class="option_message"></span> 755 </div> 756 </div> 757 </div> 758</script>
758 759
759<script type="text/template" id="template_Dialog_EditExpense_DialogNav" class="js_template"> 760 <div id="megaEdit_arrows" class="floatRight marginRight20"> 761 <div class="inlineBlock lineHeightInput vAlignTop"> 762 <p class="noMargin" id="megaEdit_collectionLocation"><strong>1</strong> of <strong>16</strong></p> 763 </div> 764 <div class="btn-group vAlignTop"> 765 <button id="megaEdit_prev" class="btn btn-link btn-link-gray arrow collectionPrev expensicons expensicons-caret-left"></button> 766 <button id="megaEdit_next" class="btn btn-link btn-link-gray arrow collectionNext expensicons expensicons-caret-right"></button> 767 </div> 768 </div> 769</script>
769 770
771<script type="text/template" id="template_Dialog_EditExpense_Main" class="js_template"> 772 <div id="dialog_megaEdit" class="expenseDialog dropzoneAbsolute"> 773 <div id="megaEdit_nextStepWrapper"></div> 774 775 <div class="dialog_wrapper"> 776 <div class="contentCard has-border noMargin"> 777 <div id="megaEdit_expenseHeader" class="clearfix marginBottom20"></div> 778 779 <div class="alertsBanner dialogBanner dialogBannerTop20 js_disableForAdminBanner hidden"> 780 <p></p> 781 </div> 782 783 <div id="megaEdit_disabledActionBar" class="buttons_container hidden"></div> 784 <div id="js_megaEdit_topMessage_noEditReward" class="hidden alertsBanner alertsBanner-hint dialogBanner dialogBannerTop20"> 785 <p>Whoa, Nellie! This receipt has been automatically generated for you, so unfortunately you won't be able to make any changes.</p> 786 </div> 787 788 <div id="editTransaction_violationsContainer" class="message_error"> 789 <div id="editTransaction_violationList"> 790 <ul class="hidden"></ul> 791 </div> 792 </div> 793 794 <div class="floatLeft expenseDialogLeft" id="megaEdit_leftSide"> 795 <div id="megaEdit_currentlyScanningOverlay" class="hidden"> 796 <div class="megaEdit_currentlyScanningOverlay__left-column"> 797 <img src="<%= CONST.URL.CLOUDFRONT_IMG %>illustrations/simple-illustration__smartscan.svg" width="68" height="68" alt="SmartScanning..." /> 798 </div> 799 <div class="megaEdit_currentlyScanningOverlay__right-column"> 800 <h3><strong class="success-green">SmartScanning<span class="ellipsis-animation"><span>.</span><span>.</span><span>.</span></span></strong> 801 </h3> 802 <p>We're transcribing the details of your receipt. No need to wait around â we'll let you know if something looks off.</p> 803 <button class="btn btn-secondary-outline js_hideOverlay">Fill out the details myself</button> 804 </div> 805 </div> 806 807 <form id="megaEdit_expenseForm" class="form expenseForm"> 808 <ol id="megaEdit_expenseForm__merchant-date-total"> 809 <input type="hidden" id="megaEdit_transactionID" /> 810 <input type="hidden" id="megaEdit_receiptID" /> 811 <li class="merchantRow"> 812 <label for="editMerchant" class="required">Merchant</label> 813 <div id="merchantContainer"> 814 <input id="editMerchant" name="merchant" class="required large" type="text" placeholder="Merchant Name" maxlength="255" /> 815 </div> 816 <div class="original-values"> 817 <div class="originalValue" id="display_originalMerchant"> </div> 818 </div> 819 </li> 820 821 <div id="megaEdit_customUnitsMileageEditor"></div> 822 823 <li class="dateRow separate"> 824 <label class="required">Date</label> 825 <input class="required calendar" type="text" id="editDate" name="created" /> 826 <div class="original-values"> 827 <div class="originalValue" id="display_originalDate"> </div> 828 <div class="originalValue" id="display_postedDate"> </div> 829 </div> 830 </li> 831 832 <!-- Custom TAX container --> 833 <li id="edit_taxFieldsContainer" class="li_taxFields separate"></li> 834 835 <li class="totalRow separate"> 836 <label class="required">Total</label> 837 <input type="text" id="editAmount" name="amount" class="short" /> 838 <select id="editCurrency" name="currency"></select> 839 <div id="js_reward_container" class="inlineBlock marginLeft5"></div> 840 <div class="original-values"> 841 <div class="originalValue" id="display_originalAmount"> </div> 842 <div class="originalValue" id="display_originalCurrency"> </div> 843 </div> 844 </li> 845 846 <li class="checkbox reimbursableLine hidden" id="megaEdit_reimbursableLine"> 847 <input type="checkbox" id="editReimbursable" name="reimbursable"> 848 <label for="editReimbursable" id="editReimbursable_label">Reimbursable</label> 849 </li> 850 <li class="checkbox billableLine hidden" id="megaEdit_billableLine"> 851 <input type="checkbox" id="editBillable" name="billable"> 852 <label for="editBillable" id="editBillable_label">Billable</label> 853 </li> 854 <div class="clearfix separate"></div> 855 </ol> 856 857 <ol id="editReimbursable_comment" class="hidden"> 858 <li class="buttons_container">You have changed the reimbursability of this expense. The person who submitted the report will receive an email notification with the comment below.</li> 859 <li> 860 <label>Description</label> 861 <input type="text" id="editReimbursable_comment_input" name="comment" size="50" /> 862 </li> 863 </ol> 864 865 <ol> 866 <li> 867 <label for="taxcategory">Category</label> 868 <select id="editTaxCategory" name="category" class="long qtip"></select> 869 </li> 870 <li id="megaedit_atendeeSelectorContainer" <% if (!s
870howAttendees) { %> class="hidden"<% } %>> 871 <label for="attendees">Attendees</label> 872 <div id="megaEdit_attendeesSelector"></div> 873 </li> 874 <li class="tagInputField"> 875 <label for="tag">Tag</label> 876 <select id="editTag" name="tag" class="long qtip"></select> 877 </li> 878 <li> 879 <label for="comment">Description</label> 880 <input type="text" id="editComment" name="comment" autocomplete="off" /> 881 <span class="textarea" id="disabledComment"></span> 882 </li> 883 <li id="megaEdit_reportSelectorContainer" class="separate"> 884 <label for="report">Report</label> 885 <select id="megaEdit_reportSelector" name="report" class="long reportSelector"></select> 886 </li> 887 <li id="megaEdit_tripLinkContainer" class="separate hidden"> 888 <label for="tripLink">Trip</label> 889 <span class="textarea long"> 890 <a id="megaEdit_tripLink" href="#" target="_blank" rel="noopener"></a> 891 </span> 892 </li> 893 </ol> 894 </form> 895 896 </div> <!-- close expense left --> 897 898 <div class="floatRight" id="megaEdit_receiptSide"> 899 <div id="megaEdit_receiptContainer"></div> 900 </div> <!-- close receipt right --> 901 902 <div class="clearfix"></div> 903 </div> 904 905 <div id="editTransaction_reject" class="message_error marginTop20 marginBottom0"> 906 <p class="marginBottom">Or reject this expense only. The person who submitted the report will receive an email notification with the comment below.</p> 907 <ol class="form one-line"> 908 <li> 909 <input type="text" class="longer" id="editTransaction_rejectComment" name="comment" autocomplete="off" /> 910 </li> 911 <li class="submit"> 912 <button class="btn btn-danger-outline" id="editTransaction_rejectButton">Reject Expense</button> 913 </li> 914 </ol> 915 <div class="clearfix"></div> 916 </div> 917 918 </div> <!-- close dialog_wrapper --> 919 920 <div class="dialog_footer lineHeightInput-lg"> 921 <button id="megaEdit_saveButton" class="btn btn-lg btn-success-outline floatRight"> 922 Save 923 </button> 924 925 <span id="megaEdit_rulesContainer" class="hidden floatRight"> 926 <input id="megaEdit_rules" type="checkbox" /> 927 <label for="megaEdit_rules" id="megaEdit_rulesTip">Create a rule based on your changes</label> 928 </span> 929 930 <div id="megaEdit_actions" class="inlineBlock vAlignMiddle"> 931 <button id="megaEdit_attachExpense" class="btn btn-primary-outline">Attach Expense</button> 932 <button id="megaEdit_attachReceipt" class="btn btn-primary-outline">Attach Receipt</button> 933 <button id="megaEdit_detachExpense" class="btn btn-danger-outline">Detach Expense</button> 934 <button id="megaEdit_detachReceipt" class="btn btn-primary-outline">Detach Receipt</button> 935 <button id="megaEdit_splitExpense" class="btn btn-primary-outline">Split Expense</button> 936 <button id="megaEdit_mergeExpense" class="btn btn-primary-outline">Merge</button> 937 <button id="megaEdit_duplicateExpense" class="btn btn-primary-outline">Duplicate</button> 938 <button id="megaEdit_deleteButton" class="btn btn-danger-outline"><i class="expensicons expensicons-trashcan expensicons-sm"></i></button> 939 <button id="megaEdit_undeleteButton" class="btn btn-primary-outline">Undelete</button> 940 </div> 941 </div> 942 </div> 943 944</script>
944 945
945<script type="text/template" id="template_Dialog_EditMultiple_main" class="js_template"> 946 <div id="dialog_editMultiple"> 947 <form id="editMultiple_form" class="form expenseForm noMargin"> 948 <div class="dialog_wrapper"> 949 <ol> 950 <li class="merchantRow separate"> 951 <label for="editMultiple_merchant">Merchant </label> 952 <input type="text" id="editMultiple_merchant" name="merchant" class="large" placeholder="Merchant Name" maxlength="255"/> 953 </li> 954 955 <li class="separate"> 956 <label for="editMultiple_calendar">Date</label> 957 <input class="calendar" id="editMultiple_calendar" type="text" name="created" /> 958 </li> 959 960 <li class="li_taxFields" id="editMultipleTaxContainer"></li> 961 962 <li> 963 <label for="editMultiple_amount">Total</label> 964 <input type="text" id="editMultiple_amount" name="amount" class="short" /> 965 </li> 966 967 <li class="separate"> 968 <label for="editMultiple_currency">Currency</label> 969 <select name="currency" id="editMultiple_currency" class="short"></select> 970 </li> 971 972 <li> 973 <label for="editMultiple_reimbursable">Reimbursable</label> 974 <select name="reimbursable" id="editMultiple_reimbursable" class="short"> 975 <option value=""></option> 976 <option value="true">Yes</option> 977 <option value="false">No</option> 978 </select> 979 </li> 980 981 <li class="separate" id="editMultipleBillableContainer"> 982 <label for="editMultiple_billable">Billable</label> 983 <select name="billable" id="editMultiple_billable" class="short"> 984 <option value=""></option> 985 <option value="true">Yes</option> 986 <option value="false">No</option> 987 </select> 988 </li> 989 990 <li> 991 <label for="editMultiple_category">Category</label> 992 <select name="category" id="editMultiple_category"></select> 993 </li> 994 <li> 995 <label for="editMultiple_tag">Tag</label> 996 <select name="tag" id="editMultiple_tag"></select> 997 </li> 998 <li class="separate"> 999 <label for="editMultiple_comment">Description</label> 1000 <input type="text" name="comment" id="editMultiple_comment"/> 1001 </li> 1002 </ol> 1003 </div> 1004 1005 <div class="dialog_footer textRight"> 1006 <button class="btn btn-lg btn-success-outline" id="editMultiple_save">Save</button> 1007 </div> 1008 </form> 1009 </div> 1010 1011</script>
1011 1012
1012<script type="text/template" id="template_Dialog_Expenses_main" class="js_template"> 1013 <div id="dialog_expenses" class="dialog_gray"> 1014 <div class="section floatLeft" id="expenses_sideNav"> 1015 <div class="filterTitle"> 1016 <h3>Filters</h3> 1017 </div> 1018 <form class="form filter" id="expenses_search_form"> 1019 <fieldset> 1020 <ol> 1021 <li> 1022 <input type="text" name="search" id="searchbox" class="qtip inputLarge searchbox withFilterClear" placeholder="Merchant" /> 1023 <span class="filter_clear"><i class="expensicons expensicons-remove expensicons-sm"></i></span> 1024 </li> 1025 <li> 1026 <ol> 1027 <li class="clearfix"> 1028 <label class="dateField">From</label> 1029 <input type="text" name="startDate" id="startDate_expenses" class="calendar" /> 1030 </li> 1031 <li> 1032 <label class="dateField">To</label> 1033 <input type="text" name="endDate" id="endDate_expenses" class="calendar" /> 1034 </li> 1035 </ol> 1036 </li> 1037 <li> 1038 <select name="expense_filter_type" id="expense_filter_type"> 1039 <option value="unreported">Unreported expenses</option> 1040 <option value="unsubmitted">Unsubmitted expenses</option> 1041 <option value="submitted">Submitted expenses</option> 1042 <option value="deleted">Deleted expenses</option> 1043 </select> 1044 </li> 1045 <li> 1046 <select name="expense_filter_cards" id="expense_filter_cards" class="qtip"></select> 1047 </li> 1048 <li> 1049 <select name="expense_filter_categories" id="expense_filter_categories" class="qtip"></select> 1050 </li> 1051 <% if (hasTags) { %> 1052 <li> 1053 <select name="expense_filter_tags" id="expense_filter_tags" class="qtip"></select> 1054 </li> 1055 <% } %> 1056 <li> 1057 <select name="expense_filter_submitters" id="expense_filter_submitters" style="display:none;" class="qtip"> 1058 </select> 1059 </li> 1060 <li> 1061 <select name="expense_filter_policies" id="expense_filter_policies" style="display:none;" class="qtip"> 1062 </select> 1063 </li> 1064 </ol> 1065 </fieldset> 1066 </form> 1067 </div> 1068 1069 <div id="dialog_expenses_expensestable"> 1070 <div id="editheader"> 1071 <div id="actions" class="buttons_container"> 1072 1073 <div class="floatWrapper"> 1074 <div class="buttons_container floatRight" id="report_actions"> 1075 <!-- Report Actions --> 1076 <button id="addreport_button" class="btn btn-success-outline hidden">Add to Report</button> 1077 <button id="removereport_button" class="btn btn-danger-outline hidden">Remove from Report</button> 1078 </div> 1079 1080 <div class="floatLeft buttons_container marginBottom" id="other_actions"> 1081 <!-- Action Buttons --> 1082 <button id="createexpense_button" class="btn btn-success-outline hidden">New Expense</button> 1083 <button id="editMultiple_button" class="btn btn-primary-outline hidden">Edit Multiple</button> 1084 <button id="mergeExpense_button" class="btn btn-primary-outline hidden">Merge</button> 1085 <button id="delete_expense" class="btn btn-danger-outline expensicons expensicons-trashcan expensicons-sm hidden"></button> 1086 </div> 1087 </div> 1088 </div> 1089 </div> 1090 1091 <div id="expensesAlerts" class="alertsBanner dialogBanner"> 1092 <ul class="js_alertsList"> 1093 </ul> 1094 </div> 1095 1096 <div id="tablecontainer"></div> 1097 </div> 1098 1099 </div> 1100</script>
1100 1101
1101<script type="text/template" id="template_Dialog_GenerateABA_main" class="js_template"> 1102 1103 <div id="message"> 1104 <div id="reimbursementDialogBanner" class="dialogHero"> 1105 <div class="dialogHeroText"> 1106 <h2 class="js_reimbursementBannerTitle">Reimbursement via ABA File</h2> 1107 </div> 1108 </div> 1109 1110 <div class="dialog_wrapper"> 1111 <div class="marginBottom20"> 1112 <span>Expensify will generate a Direct Entry (ABA) file that can be uploaded directly to your online banking system for reimbursements.</span> 1113 </div> 1114 <div id="bulkWarning" class="hidden"> 1115 <span class="depreciated"><b>NOTE:</b> The ABA file generated will only include <span id="validReports">0</span> out of the <span id="totalReports">0</span> reports selected. Please ask the submitters to add a bank account before trying to reimburse the reports again.</span> 1116 </div> 1117 </div> 1118 </div> 1119 1120 <div id="footerContainer" class="dialog_wrapper"> 1121 <div class="dialogFooter textRight aba_button"> 1122 <button class="btn btn-success-outline">Generate ABA and Mark as Reimbursed</button> 1123 </div> 1124 </div> 1125 1126</script>
1126 1127
1128<script type="text/template" id="template_Dialog_GenerateABA_spinner" class="js_template"> 1129 <div class="spinner"></div> 1130</script>
1130 1131
1132<script type="text/template" id="template_Dialog_GenerateABA_errorGeneratingABATitle" class="js_template"> 1133 Error Generating ABA file 1134</script>
1134 1135
1136<script type="text/template" id="template_Dialog_GenerateABA_errorGeneratingABAMessage" class="js_template"> 1137 <div class="dialog_wrapper center"> 1138 <p> 1139 There was an error when trying to generate your ABA File. 1140 </p> 1141 <p> 1142 Our engineering team has been notified to fix this issue promptly. Please email [email protected] if the issue persists. 1143 </p> 1144 </div> 1145</script>
1145 1146
1146<script type="text/template" id="template_Dialog_GeneratePDF_main" class="js_template"> 1147<div class="center"> 1148 <div class="pdf_message"> 1149 <div class="spinner"></div> 1150 </div> 1151</div> 1152</script>
1152 1153
1154<script type="text/template" id="template_Dialog_GeneratePDF_errorGeneratingPDFTitle" class="js_template"> 1155Error Generating PDF 1156</script>
1156 1157
1158<script type="text/template" id="template_Dialog_GeneratePDF_errorGeneratingPDFMessage" class="js_template"> 1159<p> 1160 There was an error when trying to generate your PDF. In the meantime, please print the report instead. 1161</p> 1162 1163<p> 1164 Please email [email protected] if the issue persists. 1165</p> 1166 1167<a class="btn btn-success-outline" href="printablereport?promptPrint=true&reportID=<%- reportID %>" target="_blank" rel="noopener noreferrer"> 1168 Print Report 1169</a> 1170</script>
1170 1171
1171<script type="text/template" id="template_Dialog_GLCodeMapper_main" class="js_template"> 1172 <div id="dialog_glCodeMapper"> 1173 <div class="dialog_wrapper"> 1174 <div class="center">Which part of this is the GL Code for the 1175 <span class="dialog_glCodeMapper_type">ACK</span> <strong><span class="dialog_glCodeMapper_exampleOfType">example</span></strong><br />Drag the handles to highlight the area you want to use. 1176 </div> 1177 1178 <div class="center"> 1179 <div class="dialog_glCodeMapper_glCodeEditor_wrapper"> 1180 <div class="dialog_glCodeMapper_handle" id="dialog_glCodeMapper_handle_right"><span class="vertical_grips">⋮</span></div> 1181 <div class="dialog_glCodeMapper_handle" id="dialog_glCodeMapper_handle_left"><span class="vertical_grips">⋮</span></div> 1182 <div id="dialog_glCodeMapper_selectShade"></div> 1183 <div class="dialog_glCodeMapper_exampleGlCode">xxx</div> 1184 </div> 1185 </div> 1186 1187 <div id="dialog_glCodeMapper_storyMode" class="hidden center"> 1188 <p class="lineHeightInput">The GL Code shown above is <select name="dialog_glCodeMapper_resp_glCodeType" id="dialog_glCodeMapper_resp_glCodeType"> 1189 <option value="all">the code for this category</option> 1190 <option value="delimited_dashes">delimited by dashes</option> 1191 <option value="delimited_colons">delimited by colons</option> 1192 <option value="fixed_width">fixed width keys</option></select>. 1193 </p> 1194 <p id="dialog_glCodeMapper_resp_extOpts_keys">The <span class="dialog_glCodeMapper_type">ACK</span> key is the 1195 <select name="dialog_glCodeMapper_resp_glCodeIndex" id="dialog_glCodeMapper_resp_glCodeIndex"> 1196 <option value="1">first</option> 1197 <option value="2">second</option> 1198 <option value="3">third</option> 1199 <option value="4">fourth</option> 1200 <option value="5">fifth</option> 1201 <option value="6">sixth</option> 1202 <option value="7">seventh</option> 1203 </select> 1204 key in the GL code shown above. 1205 </p> 1206 <p id="dialog_glCodeMapper_resp_extOpts_fixedWidth" class="form">The <span class="dialog_glCodeMapper_type">ACK</span> key starts at position 1207 <input type="number" id="dialog_glCodeMapper_resp_glCodeFixedIndex" class="shortest"> and is always 1208 <input type="number" id="dialog_glCodeMapper_resp_glCodeFixedLength" class="shortest"> 1209 characters long. 1210 </p> 1211 </div> 1212 1213 <div class="floatLeft width60 marginTop"> 1214 <button class="btn btn-primary-outline marginRight" id="dialog_glCodeMapper_showStoryMode">Advanced</button> 1215 <div class="floatRight marginRight"> 1216 <button class="btn btn-success-outline marginRight dialog_glCodeMapper_okay">Okay</button> 1217 </div> 1218 </div> 1219 <div class="clear"></div> 1220 </div> 1221 </div> 1222</script>
1222 1223
1223<script type="text/template" id="template_Dialog_HelpForm_main" class="js_template"> 1224 <div id="dialog_helpForm"> 1225 <div class="dialogTabs feedback"> 1226 <p>What can we help you with?</p> 1227 </div> 1228 <p>Our friendly support team is here to help! Send us a message and we'll get back to you within 24 hours.</p> 1229 <textarea rows="10" id="js_messageText"></textarea> 1230 <div class="dialogFooter textRight marginTop20"> 1231 <button class="btn btn-success-outline" id="js_submitButton"> 1232 Send Help Request 1233 </button> 1234 <div class="privacyLinkContainer"> 1235 <a href="/privacy" target="_blank" rel="noopener noreferrer" class="btn btn-link">Privacy</a> 1236 </div> 1237 </div> 1238 </div> 1239</script>
1239
1239<script type="text/template" id="template_Dialogs_IntegrationAssistance" class="js_template"> 1240 <p>Great, we're here for you! Please write any details or special requests below and an account manager will reach out to you within 24 hours.</p> 1241 1242 <textarea rows="10" id="js_textarea_assistance_details" placeholder="Anything you would like to let us know"></textarea> 1243 1244 <div class="center marginTop"> 1245 <button class="btn btn-success-outline" id="js_button_request_integration_assistance">Send Request</button> 1246 </div> 1247</script>
1247 1248
1248<script type="text/template" id="template_Dialog_KeyboardShortcuts_main" class="js_template"> 1249<p>Do your expense reports faster with these handy keyboard shortcuts.</p> 1250 1251<table class="tableLeftHeader marginBottom20" border="0" cellspacing="0" cellpadding="5"> 1252 <tbody> 1253 <tr class="borderBottom"> 1254 <th>?</th> 1255 <td>Opens the keyboard shortcuts dialog</td> 1256 </tr> 1257 <tr class="borderBottom"> 1258 <th>ESC</th> 1259 <td>Close dialogs</td> 1260 </tr> 1261 <tr class="borderBottom"> 1262 <th>Ctrl+Enter</th> 1263 <td>From the comment field, submit a comment on a report.</td> 1264 </tr> 1265 <tr class="borderBottom"> 1266 <th>Shift+P</th> 1267 <td>Takes you to the report's workspace when you're on the report page</td> 1268 </tr> 1269 <tr class="borderBottom"> 1270 <th>Shift+→</th> 1271 <td>Go to the next report or expense</td> 1272 </tr> 1273 <tr class="borderBottom"> 1274 <th>Shift+←</th> 1275 <td>Go to the previous report or expense</td> 1276 </tr> 1277 <% if (User.isExpensifyStaff()) { %> 1278 <tr class="borderBottom"> 1279 <th>Shift+R</th> 1280 <td>Reloads the current page</td> 1281 </tr> 1282 <% } %> 1283 <tr> 1284 <th>Shift+G</th> 1285 <td>Prompts you for a reportID and takes you to the report page of the report with the given ID</td> 1286 </tr> 1287 </tbody> 1288</table> 1289</script>
1289 1290
1290<script type="text/template" id="template_Dialog_Map_main" class="js_template"> 1291 <div id="dialog_map3"> 1292 <div class="dialog_wrapper"> 1293 <div class="floatWrapper"> 1294 <div class="floatLeft width30"> 1295 <div class="marginBottom"> 1296 <div class="floatLeft"> 1297 <h3>Distance</h3> 1298 </div> 1299 <div class="floatRight"> 1300 <span class="js_distance lineHeightInput">0</span> 1301 <select name="unit" id="map3_unit" disabled> 1302 <option value="km">Km</option> 1303 <option value="mi">Mi</option> 1304 </select> 1305 </div> 1306 <div class="clearfix"></div> 1307 </div> 1308 1309 <ol id="map3_destinationContainer" class="form short-labels textRight clearfix"></ol> 1310 1311 <p> 1312 <a class="js_addDestination">Add Destination</a> 1313 </p> 1314 1315 <div class="js_error_container message_error <%= UI.HIDDEN %>"> 1316 <h3 class="js_error_title <%= UI.HIDDEN %>"></h3> 1317 <p class="js_error_message <%= UI.HIDDEN %>"></p> 1318 </div> 1319 1320 <ol class="form floatRight one-line"> 1321 <li class="checkbox marginRight"> 1322 <input type="checkbox" id="map3_createReceipt" checked /> 1323 <label for="map3_createReceipt">Create Receipt</label> 1324 </li> 1325 <li> 1326 <button class="btn btn-primary-outline js_update floatRight">Update</button> 1327 </li> 1328 <li class="submit"> 1329 <button class="btn btn-success js_save add">Save</button> 1330 </li> 1331 </ol> 1332 </div> 1333 1334 <div class="floatRight js_mapContainer marginBottom" style="width: 634px; height: 400px;"></div> 1335 </div> 1336 </div> 1337 <div class="privacyLinkContainer"> 1338 <a href="/privacy" target="_blank" rel="noopener noreferrer">Privacy</a> 1339 </div> 1340 </div> 1341</script>
1341 1342
1342<script type="text/template" id="template_Dialog_MergeExpenses_main" class="js_template"> 1343 <div id="dialog_mergeExpense"> 1344 1345 <div class="dialog_wrapper"> 1346 <div class="floatWrapper"> 1347 1348 <div class="floatRight" id="merge_receiptSide"> 1349 <form class="form"> 1350 <ol> 1351 <li> 1352 <select name="receipt" class="long marginBottom20"></select> 1353 <div id="merge_receiptContainer"> 1354 </div> 1355 </li> 1356 </ol> 1357 </form> 1358 </div> 1359 1360 <div class="expenseDialogLeft"> 1361 <form id="mergeExpense_form" class="form expenseForm"> 1362 <ol> 1363 <input type="hidden" id="merge_expenseID_0" /> 1364 <input type="hidden" id="merge_expenseID_1" /> 1365 1366 <li class="separate"> 1367 <label for="cardID">Card</label> 1368 <select name="cardID"></select> 1369 <p name="cardID"></p> 1370 </li> 1371 1372 <li class="merchantRow"> 1373 <label for="merchant">Merchant </label> 1374 <select name="merchant" class="large"></select> 1375 <p name="merchant"></p> 1376 </li> 1377 1378 <li class="separate"> 1379 <label for="created">Date</label> 1380 <select name="created" class="short"></select> 1381 <p name="created" class="short"></p> 1382 </li> 1383 1384 <li> 1385 <label for="amount">Total</label> 1386 <select name="amount" class="short"></select> 1387 <p name="amount" class="short"></p> 1388 </li> 1389 1390 <li class="separate"> 1391 <label for="currency">Currency</label> 1392 <select name="currency" class="short"></select> 1393 <p name="currency" class="short"></p> 1394 </li> 1395 1396 <li> 1397 <label for="reimbursable">Reimbursable</label> 1398 <select name="reimbursable" class="short"></select> 1399 <p name="reimbursable" class="short"></p> 1400 </li> 1401 1402 <li class="separate"> 1403 <label for="billable">Billable</label> 1404 <select name="billable" class="short"></select> 1405 <p name="billable" class="short"></p> 1406 </li> 1407 1408 <li> 1409 <label for="category">Category</label> 1410 <select name="category"></select> 1411 <p name="category"></p> 1412 </li> 1413 1414 <li> 1415 <label for="attendees">Attendees</label> 1416 <select name="attendees"></select> 1417 <p name="attendees" class="wrap"></p> 1418 </li> 1419 1420 <li class="tagInputField"> 1421 <label for="tag">Tag</label> 1422 <select name="tag"></select> 1423 <p name="tag"></p> 1424 </li> 1425 1426 <li> 1427 <label for="comment">Description</label> 1428 <select name="comment"></select> 1429 <p name="comment" class="wrap"></p> 1430 </li> 1431 1432 <li class="separate"> 1433 <label for="reportID">Report</label> 1434 <select name="reportID"></select> 1435 <p name="reportID"></p> 1436 </li> 1437 </ol> 1438 </form> 1439 </div> 1440 1441 </div><!-- close floatWrapper --> 1442 1443 </div> <!-- close dialog_wrapper --> 1444 1445 <div class="dialog_footer textRight"> 1446 <button id="mergeExpense_saveButton" class="btn btn-lg btn-success-outline"> 1447 Save 1448 </button> 1449 </div> 1450 1451 </div> 1452 1453</script>
1453 1454
1454<script type="text/template" id="template_QuickbooksDesktop_Export_responseMessageBody" class="js_template"> 1455 <div class="marginBottom center"><img src="<%= CONST.URL.CLOUDFRONT_IMG %>icon-qb_50_50<%= hasErrors ? '_alert' : '' %>.png"/></div> 1456 QuickBooks Desktop returned the following results during export: 1457 <ul class="quickbooksDesktopExportMessageList bullets marginTop"> 1458 <% _.each(statusMessageMap, function(status, reportID) { %> 1459 <li> 1460 <strong><a href="/report?reportID=<%= reportID %>" target="_blank" rel="noopener noreferrer"><%- status.reportName %></a></strong> 1461 <br/> 1462 <% if(!_.isArray(status.message)) { 1463 status.message = [ status.message ]; 1464 } 1465 _.each(status.message, function(message, index) { %> 1466 <div class="leftPane"> 1467 <% if (index === 0) { %> 1468 <span class="token <%= status.type.toLowerCase() %> smaller"><%- status.type %></span> 1469 <% } else { %> 1470 1471 <% } %> 1472 </div> 1473 <div class="rightPane depreciated small"> 1474 <%- message || '' %> 1475 </div> 1476 <div class="clearfix"></div> 1477 <% }); %> 1478 </li> 1479 <% }); %> 1480 </ul> 1481</script>
1481
1481<script type="text/template" id="template_QuickbooksOnline_Export_responseMessageBody" class="js_template"> 1482 <div class="marginBottom center"><img src="<%= CONST.URL.CLOUDFRONT_IMG %>icon-qb_50_50<%= hasErrors ? '_alert' : '' %>.png"/></div> 1483 QuickBooks Online returned the following results during export: 1484 <ul class="quickbooksOnlineExportMessageList bullets marginTop"> 1485 <% _.each(statusMessageMap, function(status, reportID) { %> 1486 <li> 1487 <strong><a href='/report?reportID=<%= reportID %>' target='_blank' rel='noopener noreferrer' ><%- status.reportName %></a></strong> 1488 <br/> 1489 <% if(!_.isArray( status.message)) { 1490 status.message = [status.message]; 1491 } 1492 1493 _.each(status.message, function(message, index) { %> 1494 <div class="leftPane"> 1495 <% if (index === 0) { %> 1496 <span class="token <%= status.type.toLowerCase() %> smaller"><%- status.type %></span> 1497 <% } else { %> 1498 1499 <% } %> 1500 </div> 1501 <div class="rightPane depreciated small"> 1502 <%- message || '' %> 1503 </div> 1504 <div class="clearfix"></div> 1505 <% }); %> 1506 <% if (status.urls && !_.isEmpty(status.urls.reimbursable)) { %> 1507 <div class="leftPane"> </div> 1508 <div class="rightPane depreciated small"> 1509 <a target="_blank" rel="noopener noreferrer" href="<%= status.urls.reimbursable[0] %>">View reimbursable expenses</a> 1510 </div> 1511 <div class="clearfix"></div> 1512 <% } %> 1513 <% if (status.urls && !_.isEmpty(status.urls.nonReimbursable)) { %> 1514 <div class="leftPane"> </div> 1515 <div class="rightPane depreciated small"> 1516 <a target="_blank" rel="noopener noreferrer" href="<%= status.urls.nonReimbursable.length > 1 ? QuickbooksOnline.EXPENSES_URL : status.urls.nonReimbursable[0] %>">View non-reimbursable expenses</a> 1517 </div> 1518 <div class="clearfix"></div> 1519 <% } %> 1520 </li> 1521 <% }); %> 1522 </ul> 1523</script>
1523
1523<script type="text/template" id="template_Xero_Export_responseMessageBody" class="js_template"> 1524 <div class="marginBottom center"><img src="<%= CONST.URL.CLOUDFRONT_IMG %>icon-Xero-alert.png"/></div> 1525 Xero returned the following errors during export: 1526 <ul id="xeroExportMessageList" class="marginTop20 bullets"> 1527 <li> 1528 <% _.each(statusMessageMap, function(status, reportID) { %> 1529 <strong><a href='/report?reportID=<%= reportID %>' target='_blank' rel='noopener noreferrer' ><%- status.reportName %></a></strong> 1530 <div class="depreciated small"> 1531 <% _.each(status.responseMessages, function(responseMessage) { %> 1532 <span class="token <%= responseMessage.type.toLowerCase() %> smaller"><%- responseMessage.type %></span><%- responseMessage.message || '' %> 1533 <% }); %> 1534 </div> 1535 <% }); %> 1536 </li> 1537 </ul> 1538</script>
1538
1538<script type="text/template" id="template_Dialogs_NetSuite_IntroduceReimbursedSync_Main" class="js_template"> 1539 <div class="netSuiteSyncDialog"> 1540 <p>You export reimbursable expenses as Expense Reports to NetSuite. We've just added a great feature that lets you "sync" Expense Reports that are reimbursed in Expensify with NetSuite. Anytime a report is reimbursed using Expensify ACH, we will mark it as paid in NetSuite. Please make sure that you've enabled "Sync reimbursed reports" and have the correct NetSuite Account selected.</p> 1541 <div class="dialogDivider"></div> 1542 <div id="reimbursedReports_container"></div> 1543 <div class="dialogFooter clearfix"> 1544 <button class="btn btn-success-outline floatRight js_button_save">Save</button> 1545 </div> 1546 </div> 1547</script>
1547 1548
1548<script type="text/template" id="template_Dialogs_NetSuite_Sync_ReimbursedReports" class="js_template"> 1549 <div class="form xl-labels rowGaps marginBottom40"> 1550 <ol> 1551 <li> 1552 <label for="ns_syncReimbursedReports">Sync Reimbursed Reports</label> 1553 <div class="onoffswitch-wrapper marginLeft10"> 1554 <input type="checkbox" id="ns_syncReimbursedReports" class="onoffswitch-checkbox"/> 1555 <label class="onoffswitch-label" for="ns_syncReimbursedReports"> 1556 <span class="onoffswitch-inner"></span> 1557 <span class="onoffswitch-switch"></span> 1558 </label> 1559 </div> 1560 </li> 1561 </ol> 1562 <div id="ns_reimbursementAccountSelectBlock" class="lineHeightInput-lg form xl-labels rowGaps hidden"> 1563 <label for="ns_reimbursementAccountSelect">NetSuite Account</label> 1564 <select id="ns_reimbursementAccountSelect" class="vAlignMiddle"></select> 1565 </div> 1566 </div> 1567</script>
1567 1568
1568<script type="text/template" id="template_NetSuite_Sync_fieldMapping" class="js_template"> 1569 <li class="lineHeightInput-lg"> 1570 <label for="ns_dataMapping_<%- Str.sanitizeToAlphaNumeric( data ) %>">Map NetSuite <%- data %> to</label> 1571 <select class="ns_dataMapping long vAlignMiddle" id="ns_dataMapping_<%- Str.sanitizeToAlphaNumeric( data ) %>"> 1572 <option data-value="ns_mapping_none"><%- dataDefaultText %></option> 1573 <option data-value="ns_mapping_report_field">Report Field</option> 1574 <option data-value="ns_mapping_tag">Tag</option> 1575 </select> 1576 </li> 1577</script>
1577 1578
1578<script type="text/template" id="template_Dialog_NewExpense_Main" class="js_template"> 1579 <div id="dialog_newExpense3" class="expenseDialog dropzoneAbsolute"> 1580 <!-- New Expense Tab Panes --> 1581 <div class="dialog_wrapper"> 1582 <div id="newExpense3_panes"> 1583 1584 <!-- One Tab --> 1585 <div data-pane="one" class="newExpense3_one"> 1586 <!-- One Modes --> 1587 <div class="dialogTabs"> 1588 <ul class="bigTabs"> 1589 <li class="first" data-mode="expense"><a>Expense</a></li> 1590 <li class="" data-mode="mileage"><a>Distance</a></li> 1591 <li class="hidden" data-mode="time"><a>Time</a></li> 1592 <li class="hidden" data-mode="customUnit"><a>Per Diem</a></li> 1593 <li class="" data-mode="afew"><a>Multiple</a></li> 1594 </ul> 1595 </div> 1596 1597 <div id="expenseDialogContainer" class="floatWrapper"> 1598 <div class="floatLeft expenseDialogLeft smallTabs_content"> 1599 <!-- One Expense --> 1600 <form id="newExpense3_expenseForm" data-mode="expense" class="form expenseForm js_modeContainer"> 1601 <ol> 1602 <li class="merchantRow"> 1603 <label class="required">Merchant</label> 1604 <input name="merchant" class="required large js_merchantAutoComplete" type="text" placeholder="Merchant Name" maxlength="255"/> 1605 </li> 1606 <li class="separate"> 1607 <label class="required">Date</label> 1608 <input name="created" class="required calendar" type="text" /> 1609 </li> 1610 1611 <!-- Custom TAX container --> 1612 <li id="taxFieldsContainer" class="li_taxFields separate clearfix"></li> 1613 <li class="totalRow separate"> 1614 <label class="required">Total</label> 1615 <input id="newExpense3_oneExpense_amount" name="amount" class="required short" type="text" /> 1616 <select id="newExpense3_oneExpense_currency" name="currency"></select> 1617 </li> 1618 1619 <li class="checkbox reimbursableLine hidden" id="newExpense3_reimbursableLine"> 1620 <input id="newExpense3_oneExpense_reimbursable" name="reimbursable" checked="checked" type="checkbox" /> 1621 <label for="newExpense3_oneExpense_reimbursable" id="oneExpenseReimbursable_label" class="qtip">Reimbursable</label> 1622 </li> 1623 1624 <li class="checkbox billableLine hidden" id="newExpense3_billableLine"> 1625 <input id="newExpense3_oneExpense_billable" name="billable" type="checkbox"/> 1626 <label for="newExpense3_oneExpense_billable" id="oneExpenseBillable_label" class="qtip">Billable</label> 1627 </li> 1628 1629 <div class="clearfix separate"></div> 1630 1631 <!-- Custom expense fields container --> 1632 <li id="expenseFieldsContainer"></li> 1633 1634 <li class="category_dropdown"> 1635 <label>Category</label> 1636 <select name="category" class="long"></select> 1637 </li> 1638 <li id="dialog_newExpense3_atendeesContainer_expense" <% if (!s
1638howAttendees) { %> class="hidden"<% } %>> 1639 <label>Attendees</label> 1640 <div id="dialog_newExpense3_attendees_expense"></div> 1641 </li> 1642 <li class="tagInputField"> 1643 <label>Tag</label> 1644 <select name="tag" id="newExpense3_oneExpense_tags0" class="long newExpense3_oneExpense_tags_select"></select> 1645 </li> 1646 <li> 1647 <label>Description</label> 1648 <input name="comment" type="text" /> 1649 </li> 1650 <li id="dialog_newExpense3_chooseReport_expense" class="separate"> 1651 <label>Report</label> 1652 <select name="reportID" id="newExpense3_reportSelector" class="reportSelector long disabled"></select> 1653 </li> 1654 </ol> 1655 </form> 1656 1657 <!-- One Mileage --> 1658 <form id="newExpense3_mileageForm" data-mode="mileage" class="form expenseForm js_modeContainer"> 1659 <ol> 1660 <div id="newExpense3_customUnitsMileageEditor"></div> 1661 1662 <li id="mileageEditor" class="merchantRow"> 1663 <label class="required">Distance</label> 1664 <input name="miles" id="newExpense3_oneMileage_count" class="required large short qtip" type="text" /> 1665 <select name="unit" id="newExpense3_oneMileage_unit" class="large marginLeft5"> 1666 <option value="km">km</option> 1667 <option value="mi">mi</option> 1668 </select> 1669 <span class="rate" id="newExpense3_mileageRate">/mile</span> 1670 </li> 1671 1672 <li class="separate"> 1673 <label class="required">Date</label> 1674 <input name="created" class="required calendar" type="text" /> 1675 </li> 1676 1677 <li class="separate"> 1678 <label>Amount</label> 1679 <input name="amount" id="newExpense3_oneMileage_amount" class="short qtip" type="text" /><span id="newExpense3_mileage_currency"></span> 1680 <span id="newExpense3_oneMileage_currency" class="marginLeft"></span> 1681 </li> 1682 <li class="checkbox reimbursableLine" id="newExpense3_mileage_reimbursableLine"> 1683 <input id="newExpense3_oneMileage_reimbursable" 1684 name="reimbursable" checked="checked" type="checkbox" /> 1685 <label for="newExpense3_oneMileage_reimbursable">Reimbursable</label> 1686 </li> 1687 <li class="checkbox billableLine" id="newExpense3_mileage_billableLine"> 1688 <input id="newExpense3_oneMileage_billable" name="billable" type="checkbox"/> 1689 <label for="newExpense3_oneMileage_billable">Billable</label> 1690 </li> 1691 <div class="clearfix separate"></div> 1692 1693 <li class="category_dropdown"> 1694 <label>Category</label> 1695 <select name="category" class="long qtip"></select> 1696 </li> 1697 <li> 1698 <label>Tag</label> 1699 <select name="tag" id="newExpense3_oneMileage_tags0" class="long qtip newExpense3_oneMileage_tags_select newExpense3_oneMileage_tags"></select> 1700 </li> 1701 <li> 1702 <label>Description</label> 1703 <input name="comment" type="text" /> 1704 </li> 1705 <li id="dialog_newExpense3_chooseReport_mileage" class="separate"> 1706 <label>Report</label> 1707 <select name="reportID" id="newExpense3_oneMileage_report" class="reportSelector long disabled"></select> 1708 </li> 1709 </ol> 1710 </form> 1711 1712 <!-- One Hour --> 1713 <form id="newExpense3_timeForm" data-mode="time" class="form expenseForm js_modeContainer"> 1714 <ol> 1715 <li class="merchantRow"> 1716 <label class="required">Hours</label> 1717 <input name="hour" id="newExpense3_oneTime_hours" class="required large short qtip" type="text" value="
17170" /> 1718 <span> at </span> 1719 <input name="rate" id="newExpense3_oneTime_rate" class="required large short qtip" type="text" /> 1720 <span> per hour </span> 1721 </li> 1722 1723 <li class="separate"> 1724 <label class="required">Date</label> 1725 <input name="created" class="required calendar" type="text" /> 1726 </li> 1727 1728 <li class="separate"> 1729 <label>Amount</label> 1730 <input name="amount" id="newExpense3_oneTime_amount" class="short qtip" type="text" disabled="disabled" /> 1731 <span id="newExpense3_time_currency" class="marginLeft"></span> 1732 </li> 1733 1734 <li class="checkbox reimbursableLine" id="newExpense3_time_reimbursableLine"> 1735 <input id="newExpense3_oneTime_reimbursable" name="reimbursable" checked="checked" type="checkbox" /> 1736 <label for="newExpense3_oneTime_reimbursable">Reimbursable</label> 1737 </li> 1738 1739 <li class="checkbox billableLine" id="newExpense3_time_billableLine"> 1740 <input id="newExpense3_oneTime_billable" name="billable" type="checkbox"/> 1741 <label for="newExpense3_oneTime_billable">Billable</label> 1742 </li> 1743 1744 <div class="clearfix separate"></div> 1745 1746 <li class="category_dropdown"> 1747 <label>Category</label> 1748 <select name="category" class="long qtip"></select> 1749 </li> 1750 <li> 1751 <label>Tag</label> 1752 <select name="tag" id="newExpense3_oneTime_tags0" class="long qtip newExpense3_oneTime_tags_select newExpense3_oneTime_tags"></select> 1753 </li> 1754 <li> 1755 <label>Description</label> 1756 <input name="comment" type="text" /> 1757 </li> 1758 <li id="dialog_newExpense3_chooseReport_time" class="separate"> 1759 <label>Report</label> 1760 <select name="reportID" id="newExpense3_oneTime_report" class="reportSelector long disabled"></select> 1761 </li> 1762 </ol> 1763 </form> 1764 1765 <!-- One Per Diem --> 1766 <form id="newExpense3_customUnitForm" data-mode="customUnit" class="form expenseForm js_modeContainer"> 1767 <ol> 1768 <div id="newExpense3_customUnitsPerDiemEditor"></div> 1769 1770 <div class="clearfix separate"></div> 1771 1772 <li class="category_dropdown"> 1773 <label>Category</label> 1774 <select id="newExpense3_oneCustomUnit_category" name="category" class="long"></select> 1775 </li> 1776 1777 <li> 1778 <label>Tag</label> 1779 <select name="tag" id="newExpense3_oneCustomUnit_tags0" class="long newExpense3_oneTime_tags_select newExpense3_oneTime_tags"></select> 1780 </li> 1781 <li> 1782 <label>Description</label> 1783 <input name="comment" id="newExpense3_oneCustomUnit_comment" type="text" /> 1784 </li> 1785 <li id="dialog_newExpense3_chooseReport_customUnit" class="separate"> 1786 <label>Report</label> 1787 <select name="reportID" id="newExpense3_oneCustomUnit_report" class="reportSelector long disabled"></select> 1788 </li> 1789 </ol> 1790 </form> 1791 </div> 1792 1793 <!-- One Receipt --> 1794 <div class="floatRight center"> 1795 <div class="receiptContainer"></div> 1796 </div> 1797 1798 <div class="clearfix"></div> 1799 </div> 1800 1801 </div> 1802 1803 <!-- Few Tab --> 1804 <div data-pane="few" data-mode="afew" class="newExpense3_few js_modeContainer"> 1805 <div id="newExpense3_aFew_table"></div> 1806 </div> 1807 </div> 1808 </div> 1809 1810 <div class="dialog_footer textRight"> 1811 <div data-pane="few" data-mode="afew" class="newExpense3_few js_modeContainer"> 1812 <button class="btn btn-lg btn-primary-outline floatLeft js_reset">Reset</button> 1813 </div> 1814 <button class="btn btn-lg btn-success-outline js_save"> 1815 Save 1816 </button> 1817 </div> 1818 </div> 1819 1820</script>
1820 1821
1821<script type="text/template" id="template_Dialog_NewExpense_receiptPopup" class="js_template"> 1822 <div class="inner"> 1823 <img src="<%= receiptURL %>" alt=""> 1824 </div> 1825 <div class="center"> 1826 <button class="btn btn-primary-outline multiExpense marginBottom js_detach">Detach</button> 1827 </div> 1828</script>
1828 1829
1829<script type="text/template" id="template_Dialog_Report_AccessControl_main" class="js_template"> 1830 <% if (canSeeSharedList) { %> 1831 <div class="dialog_inner"> 1832 <p>Here is the list of people who can see this report.</p> 1833 <ul id="accessControlListContainer"></ul> 1834 </div> 1835 <% } %> 1836 <div id="accessControlShareContainer"></div> 1837</script>
1837 1838
1839<script type="text/template" id="template_Dialog_Report_AccessControl_share" class="js_template"> 1840 <div class="shareForm_wrapper"> 1841 <h4>Share Report</h4> 1842 <form id="accessControlForm" class="form"> 1843 <ol> 1844 <li> 1845 <input id="accessControlEmailInput" class="fullWidth" type="text" placeholder="Enter an email address or phone number" required /> 1846 </li> 1847 <li> 1848 <textarea id="accessControlMessageInput" placeholder="Enter a message" class="fullWidth"></textarea> 1849 </li> 1850 <li class="textRight"> 1851 <button type="submit" class="btn btn-success-outline">Share Report</button> 1852 </li> 1853 </ol> 1854 </form> 1855 </div> 1856</script>
1856 1857
1857<script type="text/template" id="template_Dialog_Report_AccessControl_userListItem" class="js_template"> 1858 <li> 1859 <span class="gravatar round"><img src="<%= userAvatar %>"></span> 1860 <span class="accessControlUser"><%- userDisplayName %></span> 1861 <span class="accessControlRemoveContainer"></span> 1862 </li> 1863</script>
1863 1864
1865<script type="text/template" id="template_Dialog_Report_AccessControl_userRemove" class="js_template"> 1866 <a class="accessControlRemove" data-user="<%= userEmail %>">x</a> 1867</script>
1867 1868
1868<script type="text/template" id="template_Dialog_Rules_main" class="js_template"> 1869 <div id="dialog_rules"> 1870 <div class="dialog_wrapper"> 1871 <ol class="form" id="rules_merchantForm"> 1872 <li> 1873 <h4 class="marginBottom">When the Merchant name contains:</h4> 1874 </li> 1875 <li> 1876 <input type="text" id="rules_merchantToMatch" name="rules_merchantToMatch" class="floatLeft marginBottom"/> 1877 <button class="btn btn-primary-outline floatRight" id="rules_previewButton">Preview Matching Expenses</button> 1878 <div class="marginTop depreciated"><b>Pro tip:</b> enter a single period character "." to apply this rule to all expenses, regardless of the merchant name!</div> 1879 </li> 1880 </ol> 1881 <div id="rules_previewTableContainer"></div> 1882 1883 <form class="form"> 1884 <ol id="rules_form"> 1885 <li><h4 class="marginBottom"> 1886 Apply these changes to the expense: 1887 </h4></li> 1888 <li> 1889 <label for="rules_merchant">Merchant</label> 1890 <input class="medium" type="text" id="rules_merchant" name="merchant" /> 1891 </li> 1892 <div id="rules_taxCheckboxContainer" class="hidden"> 1893 <label for="rules_taxEnableCheckbox">Apply Tax</label> 1894 <input type="checkbox" id="rules_taxEnableCheckbox"/> 1895 </div> 1896 <li id="rules_taxContainer" class="li_taxFields"></li> 1897 <li class="combobox-control"> 1898 <label for="rules_category">Category</label> 1899 <select id="rules_category" name="category" class="medium"></select> 1900 </li> 1901 <li class="combobox-control"> 1902 <label for="rules_tag">Tag</label> 1903 <select id="rules_tag" name="tag" class="medium"></select> 1904 </li> 1905 <li> 1906 <label for="rules_comment">Description</label> 1907 <input class="medium" type="text" id="rules_comment" name="comment" /> 1908 </li> 1909 <li id="rules_reimbursableItem"> 1910 <label for="rules_reimbursable">Reimbursability</label> 1911 <select id="rules_reimbursable" name="reimbursable" class="medium"> 1912 <option value="">(don't change)</option> 1913 <option value="true">Reimbursable</option> 1914 <option value="false">Non-reimbursable</option> 1915 </select> 1916 </li> 1917 <li> 1918 <label for="rules_billable">Billable</label> 1919 <select id="rules_billable" name="billable" class="medium"> 1920 <option value="">(don't change)</option> 1921 <option value="true">Billable</option> 1922 <option value="false">Non-billable</option> 1923 </select> 1924 </li> 1925 <li> 1926 <label for="rules_reportName">Add to a report named</label> 1927 <input class="medium" type="text" id="rules_reportName" name="reportName" /> 1928 <p class="helperLabel error-red" id="rules_reportName_error" style="display:none;"></p> 1929 </li> 1930 <li class="checkbox"> 1931 <div class="marginTop"> 1932 <label for="rules_createReport"> 1933 <input type="checkbox" id="rules_createReport" /> 1934 Create report if necessary 1935 </label> 1936 </div> 1937 </li> 1938 <li class="checkbox"> 1939 <div class="marginTop"> 1940 <label for="rules_applyAll" id="rules_applyTip" class="qtip"> 1941 <input type="checkbox" id="rules_applyAll" /> 1942 Apply to existing matching expenses 1943 </label> 1944 </div> 1945 </li> 1946 <li id="allExpensesWarning"> 1947 <div class="marginTop" style="color:red"> 1948 WARNING: This will apply to ALL existing expenses regardless of merchant name, and cannot be undone. Please double-check all fields! 1949 </div> 1950 </li> 1951 <li id="existingExpensesWarning"> 1952 <div class="marginTop" style="color:red"> 1953 WARNING: This will apply to existing expenses and cannot be undone. Please double-check all fields! 1954 </div> 1955 </li> 1956 <li class="submit"> 1957 <button type="button" class="btn btn-success-outline marginTop" id="rules_save">Save Rule</button> 1958 <a class="help_link qtip marginTop15" id="rules_saveTip" href="https://help.expensify.com/articles/expensify-classic/expenses/Expense-Rules" target="_blank" rel="noopener noreferrer"></a> 1959 </li> 1960 </ol> 1961 </form> 1962 </div> 1963 1964 </div> 1965</script>
1965 1966
1966<script type="text/template" id="template_Dialog_SmartReport_InviteUsers" class="js_template"> 1967 <p>Your expense report is being created. If you have colleagues that are interested in using SmartReports please feel free to add them below.</p> 1968 <form id="emailListForm" class="form sr-form"> 1969 <input type="email" class="sr-emailInput" placeholder="Enter an email address"/> 1970 <input type="email" class="sr-emailInput sr-lastEmail" placeholder="Enter another address"/> 1971 </form> 1972 <p class="center"><a href="#" class="nextStepButton" id="sr-InviteSubmit">Invite Users</a></p> 1973</script>
1973
1973<script type="text/template" id="template_Dialog_SplitExpense_main" class="js_template"> 1974 <div> 1975 <p>Split your expense from merchant <strong><%- merchant %></strong>. <% if( receipt ){ %><span class="displayReceipt inlineBlock"><a class="js_displayReceipt" href="<%= receipt %>">View the receipt</a></p><% } %></p> 1976 1977 <p><i class="expensicons expensicons-sm expensicons-error-circle yellow vAlignMiddle inlineBlock"></i> <span class="inlineBlock vAlignMiddle">Please note that splitting an expense cannot be undone. <a rel="noopener noreferrer" href="https://community.expensify.com/discussion/4842/how-to-split-expenses-on-the-web-and-mobile-app" target="_blank">More info...</a></span></p> 1978 1979 </div> 1980 <div id="splitexpense_table_container"> 1981 <table class="table table-hoverable table-inlineEdit js_splitTable"> 1982 <thead> 1983 <tr> 1984 <th class="dateCol width-110px sorting_disabled">Date</th> 1985 <th class="categoryCol sorting_disabled">Category</th> 1986 <th class="tagCol sorting_disabled">Tag</th> 1987 <th class="amountCol width-110px sorting_disabled">Amount</th> 1988 <% if( showTax ){ %><th class="taxCol sorting_disabled">Tax</th><% }; %> 1989 <th class="equalizerCol hidden sorting_disabled"></th> 1990 <th class="deleteColumn width-40px sorting_disabled"></th> 1991 </tr> 1992 </thead> 1993 <tbody> 1994 </tbody> 1995 </table> 1996 1997 <div class="tableFooter"> 1998 <div class="floatRight totalContainer"> 1999 <div class="inlineBlock">Total</div> 2000 <div class="inlineBlock total"></div> 2001 </div> 2002 <div class="clearfix"></div> 2003 </div> 2004 </div> 2005 2006 <div class="textCenter"> 2007 2008 </div> 2009 2010 <div class="lineHeightInput-lg"> 2011 <button class="btn btn-lg btn-success-outline floatRight js_save">Save</button> 2012 2013 <div class="inlineBlock vAlignMiddle"> 2014 <button class="btn btn-primary-outline js_addSplit">Add Split</button> 2015 <button class="btn btn-primary-outline js_splitByDays"> Split by Days</button> 2016 <button class="btn btn-primary-outline js_splitEven">Split Even</button> 2017 </div> 2018 </div> 2019</script>
2019 2020
2021<script type="text/template" id="template_Dialog_SplitExpense_row" class="js_template"> 2022<tr class="<%= isEven ? 'even' : 'odd' %> hoverable" data-issuggestion="<%- isSuggestion %>"> 2023 <td class="dateCol width-110px"> 2024 <input type="text" class="splitExpense_created calendar" value="<%= created %>"> 2025 </td> 2026 <td class="categoryCol editable"><%- category %></td> 2027 <td class="tagCol editable"><%- tag %></td> 2028 <td class="amountCol width-110px editable"><%= amount %></td> 2029 <% if( showTax ){ %><td class="taxCol editable"></td><% }; %> 2030 <td class="equalizerCol hidden"> 2031 <button class="btn btn-success-outline js_splitEqualizer">=</button> 2032 </td> 2033 <td class="deleteCol width-40px"> 2034 <%= showDeleteButton ? Templates.get( ['Global', 'deleteButton'], { extraClass: 'js_splitDelete' } ) : '' %> 2035 </td> 2036</tr> 2037</script>
2037 2038 2039<div id="reports_popup_splitExpense_splitDateContainer" class="reports_popup hidden"> 2040 <div class="reports_popup_inner"> 2041 <ol class="form"> 2042 <li> 2043 <label>Start</label> 2044 <input type="text" class="calendar" id="splitExpense_startDate" /> 2045 </li> 2046 <li> 2047 <label>End</label> 2048 <input type="text" class="calendar" id="splitExpense_endDate" /> 2049 </li> 2050 <li> 2051 <button id="splitExpense_splitDaysHideButton" class="btn btn-primary-outline">Cancel</button> 2052 <button id="splitExpense_splitDaysDo" class="btn btn-primary-outline">Split</button> 2053 </li> 2054 </ol> 2055 </div> 2056</div> 2057
2057<script type="text/template" id="template_Dialog_UpgradePolicy_main" class="js_template"> 2058<div class="clearfix"> 2059 <div class="width50 floatLeft"> 2060 <p><span class="js_message"></span></p> 2061 <p>You can upgrade one of your workspaces to <%- corporateWord %> or create a new <%- corporateWord %> Workspace:</p> 2062 2063 <div id="upgradePolicy_policyList"></div> 2064 </div> 2065 <div class="width50 floatRight"> 2066 <div class="padding20"> 2067 <div id="upgradePolicy_policyCard" class="grayCards"></div> 2068 </div> 2069 </div> 2070</div> 2071 2072</script>
2072 2073
2073<script type="text/template" id="template_Dialog_UploadCompanyCard_main" class="js_template"> 2074 <div id="dialog_ccupload"> 2075 <div id="ccupload_LayoutContainer" class="marginBottom40"> 2076 <p>Please follow this <a href="https://community.expensify.com/discussion/6569/how-to-import-and-assign-company-cards-from-spreadsheet-or-ofx-file/p1" target="_blank" rel="noopener noreferrer">help guide</a> to get your company card expenses imported!</p> 2077 <div class="contentCard has-border"> 2078 <h4>Company Card Upload Feed Settings</h4> 2079 2080 <div class="form xl-labels rowGaps marginTop20"> 2081 <ol> 2082 <li id="ccupload_layoutSelectorGroup"> 2083 <label>Upload Company Card transactions for</label> 2084 <select id="ccupload_layoutFeedSelector" class="long large" ></select> 2085 <button id="ccupload_editLayoutButton" type="button" class="btn btn-primary hidden"><i class="expensicons expensicons-pencil"></i></button> 2086 <button id="ccupload_deleteLayoutButton" type="button" class="btn btn-lg btn-danger-outline hidden"><i class="expensicons expensicons-trashcan"></i></button> 2087 </li> 2088 <li class="ccupload_layoutConfig"> 2089 <label>Company Card Layout Name</label> 2090 <input type="text" id="ccupload_layoutName" class="large long" required /> 2091 </li> 2092 <li class="ccupload_layoutConfig"> 2093 <label>Use Advanced Fields (Not Recommended)</label> 2094 <span class="onoffswitch-wrapper"> 2095 <input type="checkbox" id="ccupload_layoutAdvancedOption" class="onoffswitch-checkbox" /> 2096 <label class="onoffswitch-label" for="ccupload_layoutAdvancedOption"> 2097 <span class="onoffswitch-inner"></span> 2098 <span class="onoffswitch-switch"></span> 2099 </label> 2100 </span> 2101 </li> 2102 <li class="ccupload_layoutConfigDate hidden"> 2103 <label>Date Format <a href="https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#date-formats" target="_blank" rel="noopener noreferrer" id="ccupload_dateFormat_qtip" class="vAlignMiddle help_link qtip-bottom" title="Enter a format using formula date formats or leave it blank and we will try to guess the format. Click to find out more about formula date formats."></a></label> 2104 <input type="text" id="ccupload_layoutDateFormat" class="large long" value="yyyy-MM-dd"/> 2105 </li> 2106 2107 <li id="ccupload_uploadContainer" class="submit"> 2108 <button id="ccupload_uploadSpreadsheetButton" class="btn btn-lg btn-success">Upload CSV</button> 2109 <div class="icon-message hidden marginTop20" id="ccupload_messageBox"> 2110 <div class="icon-message__icon"><i class="expensicons expensicons-sm expensicons-error-circle error-red"></i></div><p class="noMargin" id="ccupload_message"></p> 2111 </div> 2112 </li> 2113 </ol> 2114 </div> 2115 </div> 2116 </div> 2117 2118 <div id="ccupload_columnMappingGroup" class="hidden"> 2119 <h4>Configure Column Attribute Mappings</h4> 2120 <table id="ccupload_columnMapSelectorTable" class="table table-compact marginBottom"></table> 2121 </div> 2122 <div id="ccupload_outputPreviewContainer" class="marginTop40 marginBottom30 hidden"> 2123 <h4>Output Preview <span class="small depreciated font-weight-normal"><span id="ccupload_displayRows"></span><span id="ccupload_totalRows"></span> rows)</span> <a href="https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#formulas" target="_blank" rel="noopener noreferrer" id="uploadcompanycard_fields_qtip" class="help_link qtip-bottom" title="Check out the help page to see what all of these columns entail!"></a></h4> 2124 <table id="ccupload_previewTable" class="table table-compact"> 2125 <thead> 2126 <tr> 2127 <th class="cardNumberColumn">Card Number<b class="error-red">*</b></th> 2128 <th class="merchantColumn">Merchant<b class="error-red">*</b></th> 2129 <th class="postedDateColumn">Date<b class="error-red">*</b></th> 2130 <th class="amountColumn">Amount<b class="error-red">*</b></th> 2131 <th class="currencyColumn">Currency<b class="error-red">*</b></th> 2132 <th class="transDateColumn">Orig. Date</th> 2133 <th class="origAmtColumn">Orig. Amount</th> 2134 <th class="origCurrencyColumn">Orig. Currency</th> 2135 <th class="commentColumn">Comment</th> 2136 <th class="categoryColumn">Category</th> 2137 <th class="tagColumn">Tag</th> 2138 <th class="externalIDColumn">Unique ID</th> 2139 </tr> 2140 </thead> 2141 <tbody></tbody> 2142 </table> 2143 </div> 2144 </div> 2145 <div class="dialogFooter clearfix js_ccuploadFooter hidden">
2146 <button id="ccupload_submitFile" class="btn btn-lg btn-success-outline floatLeft">Submit Spreadsheet</button> 2147 </div> 2148</script>
2148 2149
2149<script type="text/template" id="template_Domain_admins" class="js_template"> 2150 <div class="embedded-header"> 2151 <h3>Domain Admins</h3> 2152 </div> 2153 2154 <div id="domainControl_admins_header"></div> 2155 2156 <!-- Primary Contact and Billing section --> 2157 <div id="domainControl_admins_primaryContactSection" class="contentCard card-max-width"> 2158 <div class="contentCard-title"> 2159 <h3 class="js_primaryContactTitle">Primary Contact and Billing</h3> 2160 </div> 2161 <p>The Primary Contact is the main point of contact for <%- domainName %> <%= billIntakeAddress ? 'and will receive bills sent to this domain\'s bill pay address ' + billIntakeAddress : '.' %> 2162 </p> 2163 <form class="form xl-labels rowGaps marginTop40"> 2164 <ol> 2165 <li> 2166 <label>Primary Contact</label> 2167 <select class="js_changeContactInput required large long"></select> 2168 </li> 2169 2170 <li id="domainControl_admins_consolidatedBillingSection" class="hidden"> 2171 <label for="useDomainCard" class="">Consolidated Domain Billing</label> 2172 <span class="onoffswitch-wrapper"> 2173 <input type="checkbox" id="useDomainCard" class="onoffswitch-checkbox js_useDomainBillingCard"> 2174 <label class="onoffswitch-label" for="useDomainCard"> 2175 <span class="onoffswitch-inner"></span> 2176 <span class="onoffswitch-switch"></span> 2177 </label> 2178 </span> 2179 <div class="depreciated helperLabel">When enabled, the Primary Contact will be billed for all workspaces owned by <%- domainName %> users and the billing receipt will be routed to the Primary Contact's account.</div> 2180 </li> 2181 </ol> 2182 </form> 2183 </div> 2184 2185 <!-- Admins Table --> 2186 <div id="domainControl_admins_tableSection" class="contentCard card-max-width"> 2187 <div class="contentCard-title"> 2188 <h3>Domain Admins</h3> 2189 </div> 2190 2191 <!-- Add Admin form --> 2192 <form id="domainControl_admins_create_form" class="noMargin"> 2193 <label for="domainControl_admins_create_email"><strong>Email or Phone<strong></label> 2194 <div> 2195 <input class="add-admin-input" id="domainControl_admins_create_email" type="text" placeholder="e.g. [email protected], +15005550006"/> 2196 <button id="domainControl_admins_create" class="btn btn-success-outline marginLeft5 vAlignTop">Add Admin</button> 2197 <div id="domainControl_admins_create_spinner"></div> 2198 </div> 2199 </form> 2200 <div class="js_newAdminError error-red paddingTop5 hidden"> 2201 Please enter a valid email or phone number. 2202 </div> 2203 2204 <!-- The actual table --> 2205 <div id="domainControl_admins_tableContainer" class="marginTop"></div> 2206 </div> 2207</script>
2207 2208 2209
2209<script type="text/template" id="template_Domain_companyCards" class="js_template"> 2210 <div class="embedded-header"> 2211 <h3>Company Cards</h3> 2212 </div> 2213 <div id="domainControl_companyCards_header"></div> 2214 <div id="domainControl_companyCards_fixCard"></div> 2215 <div class="contentCard"> 2216 <div id="domainControl_companyCards_control"></div> 2217 <div id="domainControl_companyCards_banner"></div> 2218 <div id="domainControl_companyCards_newProgram_banner"></div> 2219 2220 <div id="domainControl_companyCards_limitContainer" class="hidden"> 2221 <div class="expensify-card-info flex"> 2222 <div class="expensify-card-info__card-image"> 2223 <img width="100" height="100" alt="The Expensify Card" class="displayBlock" src="https://d2k5nsl2zxldvw.cloudfront.net/images/illustrations/expensify-card.svg"> 2224 </div> 2225 2226 <div class="expensify-card-info__col is-fixed-width"> 2227 <div class="flex alignItemsCenter"> 2228 <span class="depreciated small">Current balance</span> 2229 <div class="noMargin small popoverify is-downward"> 2230 <a class="popover-trigger help_link" href="javascript:void(0);"></a> 2231 <div class="popover-content"> 2232 <div class="inner"> 2233 <p class="noMargin"> 2234 Current balance is the sum of all posted Expensify Card transactions across your domain that have occurred since the last settlement date. 2235 </p> 2236 </div> 2237 </div> 2238 </div> 2239 </div> 2240 2241 <h1><span id="domainControl_companyCards_amountOwed"></span></h1> 2242 </div> 2243 2244 <div class="expensify-card-info__col is-fixed-width"> 2245 <div class="flex alignItemsCenter"> 2246 <span class="depreciated small">Remaining limit</span> 2247 <div class="noMargin small popoverify is-downward"> 2248 <a class="popover-trigger help_link" href="javascript:void(0);"></a> 2249 <div class="popover-content"> 2250 <div class="inner"> 2251 <p class="noMargin"> 2252 We consider a number of factors when calculating your remaining limit: your tenure as a customer, the business-related information you provided during signup, and the available cash in your business bank account. Your remaining limit can fluctuate on a daily basis. 2253 </p> 2254 </div> 2255 </div> 2256 </div> 2257 </div> 2258 2259 <h1><span id="domainControl_companyCards_remainingLimit"></span></h1> 2260 <div id="domainControl_companyCards_limit_link"> 2261 </div> 2262 </div> 2263 2264 <div class="expensify-card-info__col js_newCashBackDiv hidden"> 2265 <div class="flex alignItemsCenter"> 2266 <span class="depreciated small">Cash back balance</span> 2267 <div class="noMargin small popoverify is-downward"> 2268 <a class="popover-trigger help_link" href="javascript:void(0);"></a> 2269 <div class="popover-content"> 2270 <div class="inner"> 2271 <p class="noMargin js_cashbackBalanceDescription"> 2272 Cash back balance is based on <strong>settled</strong> monthly Expensify Card spend across your domain. 2273 </p> 2274 </div> 2275 </div> 2276 </div> 2277 </div> 2278 2279 <h1><span id="domainControl_companyCards_cashbackBalance"></span></h1> 2280 <p id="domainControl_companyCards_currentBalanceBill" class="depreciated smaller"></p> 2281 </div> 2282 2283 <div class="expensify-card-info__col js_newCashBackDiv hidden"> 2284 <div class="flex alignItemsCenter">
2285 <span class="depreciated small">Additional cash back potential</span> 2286 <div class="noMargin small popoverify is-downward"> 2287 <a class="popover-trigger help_link" href="javascript:void(0);"></a> 2288 <div class="popover-content"> 2289 <div class="inner"> 2290 <p class="noMargin"> 2291 Additional cash back potential is how much <strong>more</strong> cash back you could earn this month if you transferred all your spend to the Expensify Card. 2292 </p> 2293 </div> 2294 </div> 2295 </div> 2296 </div> 2297 2298 <h1><span id="domainControl_companyCards_cashbackPotential"></span></h1> 2299 <p id="domainControl_companyCards_potentialBalanceBill" class="depreciated smaller"></p> 2300 </div> 2301 2302 </div> 2303 2304 <div id="domainControl_companyCards_settlement" class="flex alignItemsCenter justifyContentBetween marginTop15 marginLeft5 height40 hidden"> 2305 <span id="domainControl_companyCards_settlementDate"></span> 2306 <div id="domainControl_companyCards_settleNowButton" class="hidden"> 2307 <button class="btn btn-primary-outline">Settle now</button> 2308 </div> 2309 </div> 2310 </div> 2311 2312 <div id="domainControl_reconciliation_viewSwitch"></div> 2313 2314 <div id="domainControl_companyCards_cardSettings"></div> 2315 2316 <div id="domainControl_companyCards_settlementsTable"></div> 2317 2318 <!-- Company Cards Table --> 2319 <div id="domainControl_companyCards_tableSection"> 2320 <!-- Pagination container --> 2321 <div id="domainControl_companyCards_pagination_container"></div> 2322 2323 <!-- The actual table --> 2324 <div id="domainControl_companyCards_tableContainer"></div> 2325 </div> 2326 <div id="domainControl_companyCards_statementReporting"></div> 2327 </div> 2328</script>
2328 2329
2330<script type="text/template" id="template_Domain_CompanyCards_FixCard" class="js_template"> 2331<div class="contentCard"> 2332 <div class="contentCard-title"> 2333 <h2>Fix a Company Card</h2> 2334 </div> 2335 <p>The following cards need your attention:</p> 2336 <div class="js_corp_fix_card_table_container"></div> 2337</div> 2338</script>
2338 2339
2340<script type="text/template" id="template_Domain_CompanyCards_Control" class="js_template"> 2341 <!-- Card import section --> 2342 <div id="domainControl_companyCards_import_section"> 2343 2344 <div class="contentCard-title d-flex flex-column"> 2345 <h3>Imported Cards</h3> 2346 2347 <!-- The disabled `Issue Virtual Card` button shown if the domain is not configured for the US card program --> 2348 <div class="popoverify is-downward js_disabled_issue_virtualcard hidden"> 2349 <div class="popover-trigger help_link"> 2350 <div class="btn btn-success-outline large floatRight marginBottom marginRight disabled"> 2351 Issue Virtual Card 2352 <span class="expensicons expensicons-question-mark-circle"></span> 2353 </div> 2354 </div> 2355 <div class="popover-content marginTopNeg10"> 2356 <div class="popover-hover-helper"></div> 2357 <div class="inner"> 2358 <p class="noMargin"> 2359 Access to Unlimited Virtual Cards is exclusive to our new card program. <a href = "inbox?taskID=AcceptUSCardProgramTerms">Click here to confirm and request new cards.</a> 2360 </p> 2361 </div> 2362 </div> 2363 </div> 2364 2365 <!-- Issue Virtual Card button --> 2366 <div class="btn btn-success-outline large floatRight marginBottom marginRight js_issue_virtualcard hidden"> 2367 Issue Virtual Card 2368 </div> 2369 2370 <!-- Upload Spreadsheet button --> 2371 <div class="btn btn-light large floatRight marginBottom marginRight js_upload_spreadsheet_companycard"> 2372 Manage/Import CSV 2373 </div> 2374 2375 <!-- Import Company Card button --> 2376 <div class="btn btn-light large floatRight marginBottom js_import_companycards"> 2377 Import Card 2378 </div> 2379 2380 <!-- 'Call' button --> 2381 <span id="domain_companycards_guidecall_container" class="marginLeft5 marginBottom"></span> 2382 </div> 2383 </div> 2384 <div id="domainControl_companyCards_active" class="js_has_cards"> 2385 2386 <div id="domainControl_companyCards_mode_select" class="dialogTabs"> 2387 <div class="feedTypeSelector contentCard-tabSelector"> 2388 <span class="overflowEllipsis"></span> 2389 </div> 2390 <div id="domainControl_companyCards_mode_tabs"></div> 2391 </div> 2392 2393 <!-- Add Commercial Card form --> 2394 <form id="domainControl_companyCards_create_form" class="contentCard js_form_create hidden"> 2395 <h4>Assign a Card <a class="help_link js_date_tooltip" data-toggle="tooltip" title="Expensify will automatically import the earliest available transactions from this card. If a start date is selected, transactions with a posted date prior to this will not be included."></a></h4> 2396 <p class="js_frm_warning hidden">This connection only supports a single login at a time. To prevent assigned cards from disconnecting, please log in with the same credentials used during the initial card assignment.</p> 2397 <fieldset> 2398 <div class="js_assign_controls"> 2399 <ol> 2400 <li> 2401 <select class="js_select_email marginRight5"></select> 2402 </li> 2403 <li> 2404 <select class="js_select_account marginRight5"></select> 2405 </li> 2406 <li> 2407 <input class="js_start_date calendar" type="text" placeholder="Transaction start date (optional)" /> 2408 <input class="btn btn-success-outline vAlignTop js_btn_create" type="submit" name="add" value="Assign" /> 2409 </li> 2410 </ol> 2411 2412 <div class="js_spinner"></div> 2413 </div> 2414 2415 <div class="js_control_message hidden"><p class="noMargin">All available accounts have been assigned below. If you are looking for your card expenses, please manually update the assigned cards to bring in fresh data. If you are looking to assign additional cards, please make sure there is recent activity on them and try this action later.</p></div> 2416 2417 <div class="js_reload_accounts_wrapper"> 2418 <button class="btn btn-primary-outline js_reload_accounts">Assign New Cards</button> 2419 </div> 2420 </fieldset> 2421 </form> 2422 2423 <div id="domainControl_companyCards_recon"></div> 2424 </div> 2425</script>
2425 2426
2427<script type="text/template" id="template_Domain_companyCards_mainPopup" class="js_template"> 2428 <div class="reports_popup_inner_tb"> 2429 <div id="company-cards-list"></div> 2430 </div> 2431</script>
2431 2432 <div id="reports_popup_companyCardAction" class="reports_popup right_align hidden"> 2433 <div class="marginTop marginRight marginBottom marginLeft"> 2434 <button 2435 class="btn btn-danger-outline domainControl_companyCards_remove marginLeft5 marginTop5 marginBottom5" 2436 data-toggle="tooltip" data-placement="bottom" 2437 title="Remove this card from the currently assigned user">Unassign</button> 2438 <button 2439 class="btn btn-primary-outline js_domainControl_companyCards_update marginLeft5 marginTop5 marginBottom5">Update</button> 2440 </div> 2441</div> 2442<div id="reports_popup_companyCardsConfigure" class="reports_popup right_align hidden"> 2443 <div class="marginTop marginRight marginBottom marginLeft"> 2444 <div class="js_expensify_card_configuration"></div> 2445 <div class="js_corp_card_configuration marginBottom20" data-integration="quickbooks_online_export_account"> 2446 <h3>QuickBooks Online</h3> 2447 <p>Choose the QuickBooks Online credit card account where transactions from this card should be exported.</p> 2448 <select class="long"> 2449 <option value="default">Default card</option> 2450 </select> 2451 </div> 2452 <div class="js_corp_card_configuration marginBottom20" data-integration="quickbooks_online_export_account_debit"> 2453 <p>Choose the QuickBooks Online debit card account where transactions from this card should be exported.</p> 2454 <select class="long"> 2455 <option value="default">Default card</option> 2456 </select> 2457 </div> 2458 <div class="js_corp_card_configuration marginBottom20" data-integration="netsuite_export_payable_account"> 2459 <h3>NetSuite</h3> 2460 <p>Choose the NetSuite payable account to which transactions from this card will be exported.</p> 2461 <select class="long"> 2462 <option value="default">Default account</option> 2463 </select> 2464 </div> 2465 <div class="js_corp_card_configuration marginBottom20" data-integration="netsuite_export_vendor"> 2466 <p>Choose the NetSuite vendor to which transactions from this card will be billed to.</p> 2467 <select class="long"> 2468 <option value="default">Default vendor</option> 2469 </select> 2470 </div> 2471 <div class="js_corp_card_configuration marginBottom20" data-integration="xero_export_bank_account"> 2472 <h3>Xero</h3> 2473 <p>Choose the Xero bank account where transactions from this card will be exported.</p> 2474 <select class="long"> 2475 <option value="default">Default account</option> 2476 </select> 2477 </div> 2478 <div class="js_corp_card_configuration marginBottom20" data-integration="intacct_export_charge_card"> 2479 <h3>Sage Intacct</h3> 2480 <p>Choose the Sage Intacct credit card where transactions from this card should be exported.</p> 2481 <select class="long"> 2482 <option value="default">Default account</option> 2483 </select> 2484 </div> 2485 <div class="js_corp_card_configuration marginBottom20" data-integration="intacct_export_vendor"> 2486 <p>Choose the Sage Intacct vendor to which transactions from this card will be billed to.</p> 2487 <select class="long"> 2488 <option value="default">Default vendor</option> 2489 </select> 2490 </div> 2491 <div class="js_corp_card_configuration" data-integration="quickbooks_desktop_export_account_credit"> 2492 <h3>QuickBooks Desktop</h3> 2493 <p>Choose the QuickBooks Desktop credit card account where transactions from this card should be exported.</p> 2494 <select class="long"> 2495 <option value="default">Default account</option> 2496 </select> 2497 </div> 2498 <div class="js_corp_card_configuration" data-integration="financialforce_export_vendor"> 2499 <h3>FinancialForce</h3> 2500 <p>Choose the Salesforce vendor account where transactions from this card should be exported.</p> 2501 <select class="long"> 2502 <option value="default">Default account</option> 2503 </select> 2504 </div> 2505 </div> 2506</div> 2507
2507<script type="text/template" id="template_Domain_groups" class="js_template"> 2508 <div class="embedded-header"> 2509 <h3>Groups</h3> 2510 </div> 2511 2512 <div id="domainControl_groups_header"></div> 2513 2514 <!-- Groups Table --> 2515 <div id="domainControl_groups_tableSection" class="contentCard card-max-width"> 2516 <div class="contentCard-title"> 2517 <h3>Groups<a id="domain_groups_help" class="help_link" href="https://community.expensify.com/discussion/5751/deep-dive-domain-groups-and-permissions-what-are-they-all-about" target="_blank" rel="noopener noreferrer"></a></h3> 2518 </div> 2519 <!-- Add Group button --> 2520 <button id="domainControl_groups_create" class="btn btn-success-outline">Create Group...</button> 2521 2522 <!-- The actual table --> 2523 <div id="domainControl_groups_tableContainer" class="marginTop"></div> 2524 2525 </div> 2526 2527 <!-- Shown to unverified domains --> 2528 <div id="domainControl_groups_unverifiedDomains" class="card-max-width"></div> 2529</script>
2529 2530 2531
2531<script type="text/template" id="template_Domain_members" class="js_template"> 2532 <div class="embedded-header"> 2533 <h3>Domain Members</h3> 2534 </div> 2535 2536 <div id="domainControl_members_headerMain"></div> 2537 2538 <div id="domainControl_groups_twoFactorAuthSection" class="contentCard card-max-width"></div> 2539 2540 <div id="domainControl_groups_tableSection" class="contentCard card-max-width"> 2541 <div class="contentCard-title"> 2542 <h3>Domain Members</h3> 2543 </div> 2544 <div id="domainControl_members_header"> 2545 <div class="row"> 2546 <div class="col-md-12 marginBottom20"> 2547 <button id="domainControl_members_export_csv" class="btn btn-primary-outline readWrite">Export to CSV</button> 2548 <!-- Group selector and member count --> 2549 <button id="domainControl_members_permissionGroupSelector" class="btn btn-primary-outline dropdown">Loading...</button> 2550 <span id="domainControl_members_header_count" class="marginLeft depreciated">Loading...</span> 2551 </div> 2552 2553 <div class="col-md-12 textRight--md marginBottom20"> 2554 <!-- Add Member form --> 2555 <form id="domainControl_members_create_form" class="noMargin"> 2556 <div id="domainControl_members_create_spinner" class="hidden"></div> 2557 <input id="domainControl_members_create_email" type="text" class="textRight" placeholder="Email address"/> 2558 <span id="domainControl_members_create_email_domain"></span> 2559 <button id="domainControl_members_create" class="btn btn-success-outline marginLeft5">Invite</button> 2560 </form> 2561 </div> 2562 </div> 2563 2564 <input id="domainControl_members_search" type="text" placeholder="Find members" /> 2565 <button id="domainControl_members_move" type="button" class="btn btn-primary-outline vAlignTop dropdown disabled">Move to Group</button> 2566 <button id="domainControl_members_remove" type="button" class="btn btn-danger-outline vAlignTop delete disabled">Close Accounts</button> 2567 </div> 2568 2569 <!-- Members Table --> 2570 <div id="domainControl_members_tableSection" class="marginTop"> 2571 <!-- Pagination --> 2572 <div id="domainControl_members_pagination_container" class="marginTop20"></div> 2573 2574 <!-- The actual table --> 2575 <div id="domainControl_members_tableContainer"></div> 2576 </div> 2577 </div> 2578</script>
2578 2579
2579<script type="text/template" id="template_Domain_menu" class="js_template"> 2580 <div class="tertiary-nav"> 2581 <ul> 2582 <li><a id="page_domain_companycards" class="app_page" href="domain_companycards">Company Cards</a></li> 2583 <% if (!isWorkspaceFeed) { %> 2584 <li><a id="page_domain_admins" class="app_page" href="domain_admins">Domain Admins</a></li> 2585 <li><a id="page_domain_members" class="app_page" href="domain_members">Domain Members</a></li> 2586 <li><a id="page_domain_groups" class="app_page" href="domain_groups">Groups</a></li> 2587 <li><a id="page_domain_loadingDock" class="app_page" href="domain_loadingDock">Reporting Tools</a></li> 2588 <li><a id="page_domain_saml" class="app_page" href="domain_saml">SAML</a></li> 2589 <% } %> 2590 <% if (canUseTravelBilling) { %><li><a id="page_domain_travelInvoicing" class="app_page" href="domain_travelInvoicing">Consolidated Travel Billing</a></li><% } %> 2591 </ul> 2592 </div> 2593</script>
2593 2594
2594<script type="text/template" id="template_Domain_Saml" class="js_template"> 2595 <div class="embedded-header"> 2596 <h3>SAML</h3> 2597 </div> 2598 2599 <div id="domainControl_saml_header"></div> 2600 2601 <div class="contentCard card-max-width"> 2602 <div class="contentCard-title"> 2603 <h3> 2604 <label for="domainEditor_samlTitleToggle">SAML Login</label> 2605 <div class="onoffswitch-wrapper marginLeft10 notPersonal"> 2606 <input type="checkbox" name="enabled" class="onoffswitch-checkbox" id="domainEditor_samlTitleToggle" <% if (enabled) print("checked"); %> > 2607 <label class="onoffswitch-label" for="domainEditor_samlTitleToggle"> 2608 <span class="onoffswitch-inner"></span> 2609 <span class="onoffswitch-switch"></span> 2610 </label> 2611 </div> 2612 </h3> 2613 </div> 2614 2615 <div> 2616 <p class="intro">Allow users to login with SAML. For more information about SAML Single Sign-On, visit our <a href="https://help.expensify.com/articles/expensify-classic/domains/Set-Up-SAML-SSO" target="_blank" rel="noopener noreferrer">help site</a>.</p> 2617 <% if( !enabled ){ %> 2618 <div class="depreciated helperLabel">When enabled, users will only be able to sign in using their SAML login. Any user signed in with a different method will be required to re-authenticate using SAML.</div> 2619 <% } %> 2620 </div> 2621 <% if( enabled ){ %> 2622 <div class="depreciated helperLabel">All users must sign in to Expensify using their SAML credentials. Any user signed in with a different method will be required to re-authenticate using SAML.</div> 2623 <form action="" onsubmit="return false;"> 2624 <div class="form xl-labels"> 2625 <label for="saml_required" class="large">Required for login</label> 2626 <div class="onoffswitch-wrapper marginLeft10"> 2627 <input type="checkbox" name="required" class="onoffswitch-checkbox editable" id="saml_required" <% if (required) print("checked"); %> /> 2628 <label class="onoffswitch-label" for="saml_required"> 2629 <span class="onoffswitch-inner"></span> 2630 <span class="onoffswitch-switch"></span> 2631 </label> 2632 </div> 2633 </div> 2634 2635 <div class="form xl-labels"> 2636 <label for="saml_metaIdentity" class="large">Identity Provider MetaData</label> 2637 <textarea name="metaIdentity" id="saml_metaIdentity" rows="10" class="large width400"><%- settings.metaIdentity %></textarea> 2638 </div> 2639 2640 <div class="form xl-labels"> 2641 <label class="large">Entity ID</label> 2642 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- settings.entityID %></span> 2643 </div> 2644 2645 <div class="form xl-labels"> 2646 <label class="large">NameID Format</label> 2647 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- settings.nameFormat %></span> 2648 </div> 2649 2650 <div class="form xl-labels"> 2651 <label class="large"> 2652 Login URL 2653 <small>ACS (Assertion Consumer Service) URL</small> 2654 </label> 2655 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- settings.urlLogin %></span> 2656 </div> 2657 2658 <div class="form xl-labels"> 2659 <label class="large"> 2660 Logout URL 2661 <small>SLO (Single Logout) URL</small> 2662 </label>
2663 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- settings.urlLogout %></span> 2664 </div> 2665 2666 <div class="form xl-labels"> 2667 <label class="large">Service Provider MetaData</label> 2668 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- settings.metaService %></span> 2669 </div> 2670 2671 <% if (required && hasOktaEnabled) { %> 2672 <div class="form xl-labels"> 2673 <label class="large">Okta SCIM Token</label> 2674 <% if (scimToken) { %> 2675 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- scimToken %></span> 2676 <% } else { %> 2677 <button class="btn btn-primary-outline js_show-scim-token">Show Token</button> 2678 <% } %> 2679 </div> 2680 <% } %> 2681 </form> 2682 <% } %> 2683</script>
2683 2684
2684<script type="text/template" id="template_Expenses_eReceipt" class="js_template"> 2685 <table class="ereceipt"> 2686 <tr> 2687 <td class="blank"></td> 2688 </tr> 2689 <tr> 2690 <td class="title"><%- merchant %></td> 2691 </tr> 2692 <tr> 2693 <td class="blank"> </td> 2694 </tr> 2695 <tr> 2696 <td> 2697 <p>Post Date:</p> 2698 <span><%= posted == originalCreated ? posted : '<s>' + originalCreated + '</s> ' + posted %></span> 2699 </td> 2700 </tr> 2701 <tr> 2702 <td> 2703 <p>Total:</p> 2704 <span><%= amount == originalAmount ? amount : '<s>' + originalAmount + '</s> ' + amount %></span> 2705 </td> 2706 </tr> 2707 <tr> 2708 <td class="blank"></td> 2709 </tr> 2710 <tr> 2711 <td> 2712 <p><%- cardType %>:</p> 2713 <span><%- cardNumber %></p> 2714 </td> 2715 </tr> 2716 <% if( bankName && bankURL ){ %> 2717 <tr> 2718 <td> 2719 <p>Bank:</p> 2720 <span><%- bankName %></span> 2721 </td> 2722 </tr> 2723 <tr> 2724 <td> 2725 <p>Source:</p> 2726 <span><%- bankURL %></span> 2727 </td> 2728 </tr> 2729 <% } %> 2730 <tr> 2731 <td> 2732 <p>ETID:</p> 2733 <span><%- transactionID %></span> 2734 </td> 2735 </tr> 2736 <% if( !bankName && externalID ){ %> 2737 <tr> 2738 <td> 2739 <p>Auth Code:</p> 2740 <span><%- externalID %></span> 2741 </td> 2742 </tr> 2743 <% } %> 2744 <% if( mcc ){ %> 2745 <tr> 2746 <td> 2747 <p>MCC:</p> 2748 <span><%- mcc %></span> 2749 </td> 2750 </tr> 2751 <% } %> 2752 <tr> 2753 <td class="footer"> 2754 <div width=86 class="<%- identifyingClass %>" data-qr="<%- qrCodeData %>"></div> 2755 Expensify Guaranteed eReceipt 2756 </td> 2757 </tr> 2758 </table> 2759</script>
2759
2759<script type="text/template" id="template_Misc_InvoiceCompanyLogo" class="js_template"> 2760 <!-- This container is for the uploaded logo --> 2761 <div id="invoice_companyLogo"> 2762 <img id="report_invoice_logo" src="" class="hidden"> 2763 </div> 2764</script>
2764 2765
2765<script type="text/template" id="template_Misc_InvoiceNotes" class="js_template"> 2766 <div id="invoiceInfo"> 2767 <div> 2768 <h4 id="report_invoice_notes_title">Invoice Notes and Payment Instructions</h4> 2769 <p id="report_invoice_notes" class="placeholder editable"></p> 2770 </div> 2771 </div> 2772</script>
2772 2773
2773<script type="text/template" id="template_Misc_Merchant" class="js_template"> 2774 <span class="<%= UI.HIDDEN %>"><%= merchant %></span> 2775 <div class="reported_state"> 2776 <%= report %> 2777 </div> 2778 <div class="merchant_text"> 2779 <%= merchant %> 2780 </div> 2781</script>
2781 2782
2782<script type="text/template" id="template_UserDefinedFields_Field_date" class="js_template"> 2783 <div class="userDefinedField cfDatepicker <%= deletable %>"> 2784 <div class="<%= deletableClass %>" data-fieldid="<%= fieldID %>"></div> 2785 <label for="<%- id %>"><%- name %></label> 2786 <input id="<%- id %>" type="text" value="<%- value %>" class="<%= violation %>" <%= disabled %> data-fieldid="<%= fieldID %>"/> 2787 </div> 2788</script>
2788 2789
2789<script type="text/template" id="template_UserDefinedFields_Field_dropdown" class="js_template"> 2790 <div class="userDefinedField <%= deletable %>"> 2791 <div class="<%= deletableClass %>" data-fieldid="<%= fieldID %>"></div> 2792 <label for="<%- id %>"><%- name %></label> 2793 <select id="<%- id %>" <%= disabled %> class="<%= violation %>" data-fieldid="<%= fieldID %>"> 2794 </select> 2795 </div> 2796</script>
2796 2797
2798<script type="text/template" id="template_UserDefinedFields_Field_dropdownOption" class="js_template"> 2799 <% if (selected || !disabled) { %> 2800 <option value="<%- value %>" data-externalid="<%- externalID %>" <%= selected %>><%- key %></option> 2801 <% } %> 2802</script>
2802 2803
2803<script type="text/template" id="template_UserDefinedFields_Field_formula" class="js_template"> 2804 <div class="userDefinedField <%= deletable %>"> 2805 <div class="<%= deletableClass %>" data-fieldid="<%= fieldID %>"></div> 2806 <label for="<%- id %>"><%- name %></label> 2807 <input id="<%- id %>" type="text" value="<%- value %>" class="formula <%= violation %>" disabled="disabled" data-fieldid="<%= fieldID %>"/> 2808 </div> 2809</script>
2809 2810
2810<script type="text/template" id="template_UserDefinedFields_Field_text" class="js_template"> 2811 <div class="userDefinedField <%= deletable %>"> 2812 <div class="<%= deletableClass %>" data-fieldid="<%= fieldID %>"></div> 2813 <label for="<%- id %>"><%- name %></label> 2814 <textarea id="<%- id %>" rows="<%= rows %>" class="<%= violation %>" <%= disabled %> data-fieldid="<%= fieldID %>"><%- value %></textarea> 2815 </div> 2816</script>
2816 2817
2817<script type="text/template" id="template_UserDefinedFields_Field_title" class="js_template"> 2818 <div class="userDefinedField title"> 2819 <div <%=editable%> id="<%- id %>" <%= disabled %>><%= Str.safeEscape(value) %></div> 2820 <% if (disabled && !isAuditor && isFormula) { %> 2821 <i class="depreciated smaller titleLocked">Editing is disabled since this title is auto-generated</i> 2822 <% } %> 2823 </div> 2824</script>
2824 2825
2825<script type="text/template" id="template_UserDefinedFields_set" class="js_template"> 2826 <div id="<%= setID %>" class="userDefinedFieldsSet"> 2827 </div> 2828</script>
2828 2829
2829<script type="text/template" id="template_Settings_PolicyEditor_ApprovalWorkflow" class="js_template"> 2830 <div id="setup_people_workflow" class="contentCard"> 2831 <div class="approvalWorkflowContent"> 2832 <div class="contentCard-title"> 2833 <h3>Approvals</h3> 2834 <a rel="noopener noreferrer" href="https://community.expensify.com/discussion/5700/deep-dive-approval-workflow-overview" target="_blank" class="help_link"></a> 2835 </div> 2836 2837 <div id="approval_mode_notice" class="alertsBanner alertsBanner-hint topAlert hidden"></div> 2838 2839 <!-- Integration Approval workflow configuration pane --> 2840 <div id="approval_workflow_integration" class="clearfix"></div> 2841 2842 <div id="approval_workflow_container" class="workflowSelector hidden"> 2843 <p>Choose a workflow below that best suits your company's needs:</p> 2844 2845 <div class="selectionMade choiceContainer force-vertical"> 2846 <div id="setup_people_workflow_optional" class="workflow_submitclose choice has-green-border" data-workflow="optional"> 2847 <div class="choice__top"> 2848 <div class="choice__icon"> 2849 <img src="<%= CONST.URL.CLOUDFRONT_IMG %>illustrations/simple-illustration__submitclose.svg"> 2850 </div> 2851 <div class="choice__text"> 2852 <h3>Submit and Close</h3> 2853 <p>All users submit to a single person or external system, with no approval in Expensify.</p> 2854 </div> 2855 </div> 2856 2857 <div class="choice__bottom textLeft"> 2858 <label for="policy_optionalSubmitsTo" class="marginRight5">Submit reports to:</label> 2859 <input type="email" id="policy_optionalSubmitsTo" class="js_policySubmitTo fullWidth" /> 2860 <div class="message_error noMargin marginTop hidden"></div> 2861 </div> 2862 </div> 2863 2864 <div id="setup_people_workflow_basic" class="workflow_basic choice" data-workflow="basic"> 2865 <div class="choice__top"> 2866 <div class="choice__icon"> 2867 <img src="<%= CONST.URL.CLOUDFRONT_IMG %>illustrations/simple-illustration__submitapprove.svg"> 2868 </div> 2869 <div class="choice__text"> 2870 <h3>Submit and Approve</h3> 2871 <p>All users submit to a single person for processing and approval.</p> 2872 </div> 2873 </div> 2874 2875 <div class="choice__bottom textLeft"> 2876 <label for="policy_basicSubmitsTo" class="marginRight5">Submit reports to:</label> 2877 <input type="email" id="policy_basicSubmitsTo" class="js_policySubmitTo fullWidth" /> 2878 <div class="message_error noMargin marginTop hidden"></div> 2879 </div> 2880 </div> 2881 2882 <div id="setup_people_workflow_advanced" class="workflow_advanced choice has-purple-border" data-workflow="advanced"> 2883 <div class="choice__top"> 2884 <div class="choice__icon"> 2885 <img src="<%= CONST.URL.CLOUDFRONT_IMG %>illustrations/simple-illustration__advancedapproval.svg"> 2886 </div> 2887 <div> 2888 <div class="choice__text advancedApprovalTextDisplay"> 2889 <h3 class="inlineBlock">Advanced Approval</h3> 2890 </div> 2891 <div class="inlineBlock"> 2892 <% if( !isCorporatePolicy ){ %> 2893 <span class="marginLeft"></span> 2894 <div class="popover-positionRight inlineBlock"> 2895 <%= nestedTemplate( ['Settings', 'PolicyEditor', 'lockedFeatureMessage'] ) %> 2896 </div> 2897 <% } %> 2898 </div> 2899 </div> 2900 <div class="choice__text"> 2901 <p>Enables per-user configuration of multi-level, rule based approval hierarchies.</p> 2902 </div> 2903 </div> 2904 2905 <div class="choice__bottom"> 2906 <p>Use the Members tab to configure Advanced Approval.</p> 2907 </div> 2908 </div> 2909 </div> 2910 </div> 2911 </div> 2912 2913 <div id="policy_autoApproveChoices" class="marginTop40 hidden"></div> 2914 </div> 2915</script>
2915 2916
2916<script type="text/template" id="template_PolicyEditor_BillCom" class="js_template"> 2917<div class="connection_title js_connection_title"> 2918 <h2 class="connection bill"> 2919 Bill.com 2920 </h2> 2921</div> 2922 2923<div id="policy_billcom" class="connection_container"> 2924 <p>This integration enables you to reimburse employee expense reports through Bill.com and sync the data to your accounting software. For more information on our Bill.com connection, please visit <a href="https://community.expensify.com/discussion/4480/how-to-connect-to-bill-com" target="_blank" rel="noopener noreferrer">our help site</a>.</p> 2925 <div class="inlineBlock"> 2926 <ol> 2927 <li class="form long-labels"> 2928 <input name="billcom_connectRadio" id="billcom_connect_yes" type="radio" value="true"> 2929 <label for="billcom_connect_yes"> 2930 Connect to Bill.com 2931 </label> 2932 </li> 2933 <li id="billcom_connected"> 2934 <div id="billcomV1" class="form long-labels billComView"> 2935 <p>Enter the Bill.com address that we should submit reports to:</p> 2936 <input type="text" id="billcom_address" value="<%- _options.billComAddress %>"/> 2937 <button id="billcom_update_email" class="btn btn-success-outline marginLeft">Sync</button> 2938 <a class="js_showCredentialsForm marginLeft">Upgrade</a> 2939 </div> 2940 2941 <div id="billcomV2Done" class="message_confirm billComView"> 2942 Connected to Bill.com as <strong><%= _options.userName %></strong> 2943 <a class="js_showCredentialsForm floatRight">Change</a> 2944 </div> 2945 2946 <div id="billcomAddonDone" class="successBlock billComView"> 2947 <div id="billcomAddonConfirmation" class="message_confirm message_error"> 2948 <a class="js_showDropdownForm floatRight hidden">Change Company</a> 2949 <div>Connected to Bill.com for company <strong><%= _options.addonOrgs[_options.companyId] %></strong> as <strong><%= _options.userName %></strong></div> 2950 <div>Last synced <%= _options.lastSync.time %></div> 2951 <strong id="billComAddonSyncFailed" class="hidden">Sync Failed</strong> 2952 </div> 2953 <div> 2954 <button id="billcom_sync_addon" class="btn btn-success-outline">Sync</button> 2955 </div> 2956 2957 </div> 2958 2959 <div id="billcom_orgs" class="billComView"> 2960 <label for="billcom_orgs_dropdown">Please choose your organization:</label> 2961 <select id="billcom_orgs_dropdown" class="large editable"></select> 2962 </div> 2963 2964 <div id="billcomV2" class="billComView"> 2965 <p>Please enter your Bill.com API credentials:</p> 2966 <label>Username</label><input type="text" id="billcom_username" value="<%- _options.userName %>" /> 2967 <label>Token</label><input type="password" id="billcom_usertoken"/> 2968 <button class="btn btn-primary-outline marginLeft" id="policy_button_billcomapi_update">Send</button> 2969 <div class="message_error hidden"></div> 2970 <div class="message_alert"> 2971 <h3>To generate your Bill.com API credentials:</h3> 2972 <ol> 2973 <li>Log into your Bill.com account and select the company you want to connect</li> 2974 <li>Go to <a href="https://app.bill.com/SyncUser" target="_blank" rel="noopener noreferrer">https://app.bill.com/SyncUser</a> and click New to create a new sync token</li> 2975 <li>Specify a token name and click Save</li> 2976 <li>Copy your new token</li> 2977 </ol> 2978 </div> 2979 </div> 2980 </li> 2981 <li class="form long-labels"> 2982 <input class="policyEditor_connection_off" name="billcom_connectRadio" id="billcom_connect_no" type="radio" value="false" checked="checked"> 2983 <label for="billcom_connect_no"> 2984 Do not connect to Bill.com 2985 </label> 2986 </li> 2987 </ol> 2988 </div> 2989</div> 2990</script>
2990 2991
2991<script type="text/template" id="template_PolicyEditor_categories" class="js_template"> 2992 <div id="categoriesView"> 2993 <div id="categoryTableControls"></div> 2994 <div id="policy_categoryTable" class="marginBottom40"></div> 2995 2996 <div class="contentCard-addFooter js_addCategory"> 2997 <h4>Add a Category</h4> 2998 <form class="form one-line clearfix"> 2999 <ol> 3000 <li> 3001 <input type="text" id="policy_category_add" class="vAlignTop"> 3002 <button class="btn btn-success-outline vAlignTop">Add</button> 3003 </li> 3004 </ol> 3005 </form> 3006 </div> 3007 </div> 3008</script>
3008 3009
3009<script type="text/template" id="template_PolicyEditor_distanceTime" class="js_template"> 3010 <% if (!hasCustomUnitMileage) { %> 3011 <div class="contentCard"> 3012 <div class="contentCard-title"> 3013 <a href="https://community.expensify.com/discussion/4704/how-to-set-mileage-rates-and-track-tax-on-distance-expenses" target="_blank" rel="noopener noreferrer" class="help_link"></a> 3014 <h3>Distance</h3> 3015 </div> 3016 <p class="intro">All you road warriors out there can set your reimbursable distance rate here.</p> 3017 <form class="form xl-labels xl-controls rowGaps marginTop40"> 3018 <ol> 3019 <li> 3020 <label for="js_policy_mileageRate">Rate per Mile</label> 3021 <input type="text" id="js_policy_mileageRate" class="large medium editable js_policy_autoSave js_convert_float js_convert_positive js_convert_decimals js_is_distance_rate" data-policy-value-path="units/distance/mi" /> 3022 </li> 3023 <li> 3024 <label for="js_policy_kmRate">Rate per Kilometer</label> 3025 <input type="text" id="js_policy_kmRate" class="large medium editable js_policy_autoSave js_convert_float js_convert_positive js_convert_decimals js_is_distance_rate" data-policy-value-path="units/distance/km" /> 3026 </li> 3027 <li> 3028 <label for="js_policy_distanceUnit">Default Unit</label> 3029 <select id="js_policy_distanceUnit" class="large medium editable js_policy_autoSave" data-policy-value-path="units/distance/defaultUnit"> 3030 <option value="mi">Miles</option> 3031 <option value="km">Kilometers</option> 3032 </select> 3033 </li> 3034 <li> 3035 <label for="js_policy_distanceDefaultCategory">Default Distance Category</label> 3036 <select id="js_policy_distanceDefaultCategory" class="large medium editable"></select> 3037 <span id="js_policy_distanceDefaultCategoryOutOfPolicy" class="hidden error-red lineHeightInput-lg">Category is out of workspace or disabled</span> 3038 </li> 3039 </ol> 3040 </form> 3041 </div> 3042 <% } %> 3043 3044 <div class="contentCard"> 3045 <div class="contentCard-title"> 3046 <h3> 3047 <a href="https://community.expensify.com/discussion/4740/how-to-create-a-time-expense" target="_blank" rel="noopener noreferrer" class="help_link"></a> 3048 <label for="js_policy_enableTimeTracking">Time</label> 3049 <div class="onoffswitch-wrapper marginLeft10"> 3050 <input type="checkbox" id="js_policy_enableTimeTracking" class="onoffswitch-checkbox editable js_policy_autoSave" data-policy-value-path="units/time/enabled" <% if( isTimeTrackingEnabled ){ %>checked="checked"<% } %>> 3051 <label class="onoffswitch-label" for="js_policy_enableTimeTracking"> 3052 <span class="onoffswitch-inner"></span> 3053 <span class="onoffswitch-switch"></span> 3054 </label> 3055 </div> 3056 </h3> 3057 </div> 3058 3059 <p class="intro">Set your hourly billable rate to get paid for all your hard work!</p> 3060 3061 <div class="hidden js_enabled marginTop40"> 3062 <div class="form xl-labels" id="policy_timeTrackingOptions"> 3063 <ol> 3064 <li> 3065 <label for="js_policy_hourlyRate">Default Hourly Rate</label> 3066 <input type="text" id="js_policy_hourlyRate" class="large medium editable js_policy_autoSave js_convert_float js_convert_positive" data-policy-value-path="units/time/rate"/> 3067 </li> 3068 </ol> 3069 </div> 3070 </div> 3071 </div> 3072</script>
3072 3073
3073<script type="text/template" id="template_PolicyEditor_expenseBasics" class="js_template"> 3074 <div class="contentCard"> 3075 <div class="contentCard-title"> 3076 <h3>Expenses <a id="policy_expenseBasicsHelp" class="help_link" href="https://community.expensify.com/discussion/4349/deep-dive-easily-identify-expenses" target="_blank" rel="noopener noreferrer"></a></h3> 3077 </div> 3078 <p class="intro"> Let's set some basic guidelines for your workspace. Rules apply on a per person basis and broken rules will be flagged as violations.</p> 3079 <form class="form xl-labels rowGaps marginTop40"> 3080 <ol> 3081 <li class="clearfix notPersonal"> 3082 <label> 3083 <h3 class="noMargin">Violations</h3> 3084 </label> 3085 </li> 3086 <li class="notPersonal"> 3087 <div class="paddedLabelHolder"> 3088 <label for="js_expenseViolations">Expense Violations</label> 3089 </div> 3090 <div class="onoffswitch-wrapper marginLeft10"> 3091 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox editable js_expenseViolations" id="js_expenseViolations" <% if(areExpenseViolationsEnabled){ %>checked="checked"<% } %>> 3092 <label class="onoffswitch-label" for="js_expenseViolations"> 3093 <span class="onoffswitch-inner"></span> 3094 <span class="onoffswitch-switch"></span> 3095 </label> 3096 </div> 3097 <div class="depreciated helperLabel"> 3098 <%= areExpenseViolationsEnabled ? 'E' : 'When enabled, e' %>mployee expenses that fall outside of policy preferences are flagged as violations. 3099 </div> 3100 </li> 3101 3102 <% if(areExpenseViolationsEnabled){ %> 3103 <li class="js_expenseViolationRow"> 3104 <label for="js_policy_maxExpenseAge">Max Expense Age (Days)</label> 3105 <input type="text" id="js_policy_maxExpenseAge" class="large medium editable marginRight5 optional js_policy_autoSave js_convert_integer js_convert_positive js_convert_empty_to_max" data-policy-value-path="maxExpenseAge"> 3106 3107 <% if(canUpgrade){ %> 3108 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 3109 <% } %> 3110 </li> 3111 <li class="js_expenseViolationRow"> 3112 <label for="js_policy_maxExpenseAmount">Max Expense Amount</label> 3113 <input type="text" id="js_policy_maxExpenseAmount" class="large medium editable marginRight5 optional js_policy_autoSave js_convert_amount js_convert_positive js_convert_empty_to_max" data-policy-value-path="maxExpenseAmount"> 3114 3115 <% if(canUpgrade){ %> 3116 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 3117 <% } %> 3118 </li> 3119 <li class="js_expenseViolationRow"> 3120 <label for="js_policy_maxAmountNoReceipt">Receipt Required Amount</label> 3121 <input type="text" id="js_policy_maxAmountNoReceipt" class="large medium editable marginRight5 optional js_policy_autoSave js_convert_amount js_convert_positive js_convert_empty_to_max" data-policy-value-path="maxExpenseAmountNoReceipt"> 3122 3123 <% if(canUpgrade){ %> 3124 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 3125 <% } %> 3126 </li> 3127 <li class="js_expenseViolationRow"> 3128 <label for="js_policy_maxAmountNoItemizedReceipt">Itemized Receipt Required Amount</label> 3129 <input type="text" id="js_policy_maxAmountNoItemizedReceipt" class="large medium editable marginRight5 optional js_policy_autoSave js_convert_amount js_convert_positive js_convert_empty_to_max" data-policy-value-path="maxExpenseAmountNoItemizedReceipt"> 3130 3131 <% if(canUpgrade){ %> 3132 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 3133 <% } %> 3134 </li> 3135 <li class="js_expenseViolationRow js_receiptValidation_errorMessage_container message_error hidden"> 3136 <strong>Workspace not saved</strong> 3137 <div class="js_receiptValidation_errorMessage"></div> 3138 </li> 3139 <% } %> 3140 3141 <li class="clearfix marginTop40 notPersonal"> 3142 <label> 3143 <h3 class="noMargin">Preferences</h3> 3144 </label> 3145 </li> 3146 <div id="policy_defaultReimbursable"></div> 3147 <li> 3148 <label for="js_policy_defaultBillable">Re-bill expenses to clients</label> 3149 <select id="js_policy_defaultBillable" class="large medium editable js_policy_defaultBillable"> 3150 <option value="disabled">Disabled</option> 3151 <option value="false">
3151Default to Non-Billable</option> 3152 <% if(canUseControlFeatures){ %> 3153 <option value="true">Default to Billable</option> 3154 <% } %> 3155 </select> 3156 </li> 3157 <li> 3158 <div class="paddedLabelHolder"> 3159 <label for="js_policy_eReceiptsAllowed">eReceipts Enabled</label> 3160 </div> 3161 <div class="onoffswitch-wrapper marginLeft10"> 3162 <% if(canUseControlFeatures){ %> 3163 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox editable js_policy_autoSave" data-policy-value-path="eReceipts" id="js_policy_eReceiptsAllowed" <% if(isEReceiptCurrencySupported && eReceiptsAllowed){ %>checked="checked"<% } %>> 3164 <label class="onoffswitch-label" for="js_policy_eReceiptsAllowed"> 3165 <span class="onoffswitch-inner"></span> 3166 <span class="onoffswitch-switch"></span> 3167 </label> 3168 <% } %> 3169 <% if(!canUseControlFeatures){ %> 3170 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 3171 <% } %> 3172 </div> 3173 <div class="depreciated helperLabel"> 3174 <% if(!isEReceiptCurrencySupported){ %> 3175 <a href="https://community.expensify.com/discussion/5542/deep-dive-what-are-ereceipts/" target="_blank" rel="noopener noreferrer">eReceipts</a> can only be enabled when the workspace currency is USD 3176 <% } %> 3177 </div> 3178 </li> 3179 <div id="policy_receiptVisibility"></div> 3180 </ol> 3181 </form> 3182 </div> 3183</script>
3183 3184
3184<script type="text/template" id="template_PolicyEditor_mcc" class="js_template"> 3185 <div class="contentCard"> 3186 <div class="contentCard-title"> 3187 <h3>Default Categories</h3> 3188 <a href="https://community.expensify.com/discussion/5469/deep-dive-auto-categorize-card-expenses-with-default-categories" target="_blank" rel="noopener noreferrer" class="help_link"></a> 3189 </div> 3190 3191 <p class="intro">We can automatically detect the merchant type for most credit card expenses imported based on Merchant Category Codes (MCCs). To have your expenses default-categorized, assign one of your categories above to each MCC below.</p> 3192 3193 <div id="policy_mccGroupsTable" class="marginTop40"></div> 3194 </div> 3195 3196 <div id="policy_mccContainer" class="contentCard hidden collapsify" data-collapsify="#mccContents"> 3197 <div class="contentCard-title"> 3198 <h1>MCC Editor</h1> 3199 <a href="https://community.expensify.com/discussion/5469/deep-dive-auto-categorize-card-expenses-with-default-categories" target="_blank" rel="noopener noreferrer" class="help_link"></a> 3200 </div> 3201 3202 <div class="marginBottom20"> 3203 <p class="intro">Take full control over default-categorization for each MCC by assigning the desired category to each.</p> 3204 </div> 3205 <div id="mccContents" class="hidden marginTop40"> 3206 <div id="policy_mccAdvancePaginationControl" class="marginBottom"></div> 3207 <div id="policy_mccAdvanceTableContainer"></div> 3208 </div> 3209 </div> 3210 3211</script>
3211 3212 3213 3214 3215
3215<script type="text/template" id="template_Settings_PolicyEditor_lockedFeatureMessage" class="js_template"> 3216 <div class="popoverify"> 3217 <div class="lockedFeatureIcon popover-trigger"></div> 3218 <div class="lockedFeatureMessage popover-content center"> 3219 <div class="inner"> 3220 <img alt="Unlock" src="https://d2k5nsl2zxldvw.cloudfront.net/images/illustrations/simple-illustration__lockopen.svg" width="68" height="68" /> 3221 <h3>Unlock this feature!</h3> 3222 <p>This feature is only available on Control workspaces. Upgrade and unlock the full power of Expensify!</p> 3223 <button class="btn btn-success btn-lg btn-block js_upgradeToCorporate">Upgrade Workspace</button> 3224 </div> 3225 </div> 3226 </div> 3227</script>
3227 3228
3229<script type="text/template" id="template_Settings_PolicyEditor_main" class="js_template"> 3230 <div id="policy_content"> 3231 3232 <div class="page-header"> 3233 <span id="policy_viewing" class="floatRight"> 3234 <span class="vAlignMiddle hidden js_caption">Also viewing this workspace:</span> 3235 <span class="js_gravatars"></span> 3236 </span> 3237 3238 <h1> 3239 <a href="/admin_policies" class="app_page">Workspaces</a><i class="expensicons expensicons-caret-right"></i><span id="policy_nameContainer" class="sub-title"></span> 3240 </h1> 3241 </div> 3242 3243 <div class="alertsBanner hidden js_alert-policy-saved"> 3244 This workspace was saved by someone else. <a href="#">Refresh the page</a> to ensure you're editing the most recent version. 3245 </div> 3246 3247<div id="policy"> 3248 3249 <!-- Overview --> 3250 <div class="setup_box" id="policyBasics"> 3251 <div class="page-header embedded-header"> 3252 <h3>Overview</h3> 3253 </div> 3254 3255 <div class="contentCard"> 3256 <div class="contentCard-title"> 3257 <h3>Workspace Overview</h3> 3258 <a href="https://community.expensify.com/discussion/5934/day-1-with-expensify-admins-and-accountants/" target="_blank" rel="noopener noreferrer" class="help_link">Help</a> 3259 </div> 3260 <p> 3261 Give your workspace a name and use the options on the left to customize your setup. 3262 </p> 3263 <div class="form xl-labels rowGaps marginTop40"> 3264 <ol> 3265 <div id="policyName_container" class="marginBottom20"></div> 3266 <div id="clientID_container" class="marginBottom20"></div> 3267 3268 <!-- Report Basics --> 3269 <div id="reportBasics_container"></div> 3270 3271 <li class="notPersonal marginTop"> 3272 <label>Billing Owner</label> 3273 <div class="avatar-username"> 3274 <div class="avatar-username__avatar avatar-username__avatar--lg"> 3275 <img src="<%= gravatarURL %>" /> 3276 </div> 3277 <div id="policy_owner" class="avatar-username__username"> 3278 <%- policyOwner %> 3279 </div> 3280 </div> 3281 3282 <button id="policy_takeOverBilling" class="btn btn-success-outline marginTop5">Take Over Billing</button> 3283 </li> 3284 <li class="notPersonal marginTop"> 3285 <label>Company Address</label> 3286 <div> 3287 <div id="policy_address"></div> 3288 <button id="policy_addressButton" type="button" class="btn bth-md btn-success marginTop">Edit address</button> 3289 </div> 3290 </li> 3291 </ol> 3292 </div> 3293 </div> 3294 3295 <!-- Invite Link--> 3296 <div class="notPersonal readWrite" id="policyEditor_shareableInviteLink"></div> 3297 3298 <!-- Account Manager--> 3299 <div id="accountManager_container"></div> 3300 3301 <!-- Plan --> 3302 <div id="planView_container"></div> 3303 </div> 3304 <!-- End Overview --> 3305 3306 <!-- People --> 3307 <div class="notPersonal readWrite setup_box" id="people"> 3308 <div class="page-header embedded-header"> 3309 <h3>Members</h3> 3310 </div> 3311 3312 <div class="buttons_container marginBottom button_smartReportContainer hidden"> 3313 <button id="button_smartReportCompletePolicy" class="btn btn-primary-outline">Complete workspace</button> 3314 <button id="button_smartReportMarkDifficult" class="btn btn-danger-outline">Mark as difficult</button> 3315 </div> 3316 <div class="button_smartReportContainer hidden marginBottom">In order to share this workspace with people, you need to mark it as Complete first.</div> 3317 3318 <div class="contentCard"> 3319 <div class="contentCard-title"> 3320 <h3>Workspace Members: <span id="policy_employee_count" class="depreciated"><%= employeeCount %></span></h3> 3321 <a id="policy_peopleHelp" class="help_link" href="https://help.expensify.com/articles/expensify-classic/workspaces
3321/Invite-members-and-assign-roles" target="_blank" rel="noopener noreferrer"></a> 3322 <span id="policy_people_guidecall_container"></span> 3323 </div> 3324 3325 <div id="people_approval_notice" class="alertsBanner alertsBanner-hint topAlert hidden"></div> 3326 3327 <% if( isGoogleApps || Policy.getCurrent().zenefitsIntegration.isConnected() || Policy.getCurrent().getGustoIntegration().isConnected() ){ %> 3328 <div class="marginBottom20"> 3329 <h4>Company Sync</h4> 3330 3331 <p>Use the sync buttons below to retrieve your list of employees and add any new people to this list.</p> 3332 3333 <% if( isGoogleApps ){ %> 3334 <button id="googleApps_syncPeople" class="btn btn-primary-outline">Sync G Suite Now</button> 3335 <% } %> 3336 3337 <% if( Policy.getCurrent().zenefitsIntegration.isConnected() ){ %> 3338 <button id="zenefits_syncPeople" class="btn btn-primary-outline"> 3339 Sync TriNet Now 3340 </button> 3341 <% } %> 3342 3343 <% if (Policy.getCurrent().getGustoIntegration().isConnected()) { %> 3344 <button id="gusto_syncPeople" class="btn btn-primary-outline"> 3345 Sync Gusto Now 3346 </button> 3347 <% } %> 3348 3349 </div> 3350 <% } %> 3351 3352 <div class="clearfix marginBottom20"> 3353 <div class="floatRight"> 3354 <ul id="people_filter_type" class="segmented-control flat"> 3355 <li data-value="<%= SPeople3.FILTER_TYPE.ALL %>" class="active">All</li> 3356 <li data-value="<%= SPeople3.FILTER_TYPE.AUDITORS %>">Auditors</li> 3357 <li data-value="<%= SPeople3.FILTER_TYPE.APPROVERS %>">Approvers</li> 3358 <li data-value="<%= SPeople3.FILTER_TYPE.ADMINS %>">Workspace Admins</li> 3359 </ul> 3360 </div> 3361 3362 <div class="floatRight marginRight lineHeightInput">Show: </div> 3363 3364 <div id="button_managePolicyContainer"> 3365 <button id="button_addPerson" class="btn btn-success-outline">Invite</button> 3366 <button id="button_deletePeople" class="btn btn-danger-outline">Remove</button> 3367 <button id="button_uploadPeople" class="btn btn-primary-outline">Import from spreadsheet</button> 3368 <button id="button_exportPeople" class="btn btn-primary-outline">Export to CSV</button> 3369 </div> 3370 </div> 3371 3372 <div class="message_alert marginBottom hidden" id="people_problems_box"> 3373 <h3>Potential Issues</h3> 3374 <div><ul id="people_problems_list_container"></ul></div> 3375 </div> 3376 3377 <div id="people_letters"></div> 3378 <div id="peopleContainer" class="tableContainer tableContainer-responsive"></div> 3379 </div> 3380 </div> 3381 <!-- End of Poeple --> 3382 3383 <!-- Report Fields --> 3384 <div class="setup_box" id="editorReports"> 3385 <div class="page-header embedded-header"> 3386 <h3>Reports</h3> 3387 </div> 3388 3389 <!-- Admin Visibility --> 3390 <div class="notPersonal readWrite" id="policyEditor_adminVisibility"></div> 3391 3392 <!-- Report Fields --> 3393 <div class="readWrite" id="policyEditor_reportFields"></div> 3394 3395 <!-- Report Title --> 3396 <div class="readWrite" id="policyEditor_reportTitle"></div> 3397 </div> 3398 <!-- End of Report Fields --> 3399 3400 <!-- Connections --> 3401 <% if ( isPersonal) { %> 3402 <!-- Personal Policy Connections --> 3403 <div class="setup_box readWrite" id="connections_personal"> 3404 <div class="page-header embedded-header"> 3405 <h3>Connections</h3> 3406 </div> 3407 <div class="contentCard"> 3408 <div class="contentCard-title"> 3409 <h3>Connections</h3> 3410 </div> 3411 3412 <p> 3413 <span> 3414 Connect to Xero HQ or Concur; click on either to learn more. Note, you cannot make connections to QuickBooks Online for Individual Workspaces. This section will show QuickBooks Online connections made in your <a href="/admin_policies">Group workspaces</a>. Want to connect to Quickbooks Online? Create a new <a href="/admin_policies">Group workspace</a> to get started. 3415 </span> 3416 </p> 3417 3418 <div id="connections_personal_tableContainer" class="marginBottom40"></div> 3419 3420 <div id="connections_personal_xeroHqConnection" class="connection_wrapper"></div> 3421 3422 <!-- Concur --> 3423 <% if (!UIUtils.Customization.get('hideConcur')) { %> 3424 <div id="connections_personal_concur" class="connection_wrapper"> 3425 <div class="connection_title"> 3426 <h2 class="connection concur">Our Totally Unauthorized Concur Connection</h2> 3427 </div> 3428 <div class="connection_container hidden"> 3429 <p>Don't like Concur? Use Expensify and export your reports to Concur.</p> 3430 <ol class="form"> 3431 <li> 3432 <label for="concur_login">Concur User ID</label> 3433 <input id="concur_login" type="text"> 3434 </li> 3435 <li> 3436 <label for="concur_password">Concur Password</label> 3437 <input id="concur_password" type="password"> 3438 </li> 3439 <li class="submit"> 3440 <button class="btn btn-success-outline" id="connections_personal_concur_new_connection">Connect to Concur</button> 3441 </li> 3442 </ol> 3443 </div> 3444 </div> 3445 <% } %> 3446 </div> 3447 </div> 3448 <% } else { %> 3449 <div class="setup_box readWrite" id="connections"> 3450 <div class="page-header embedded-header"> 3451 <h3>Connections</h3> 3452 </div>
3453 <div id="technicalContact_container"></div> 3454 3455 <div class="contentCard"> 3456 <div class="contentCard-title"> 3457 <h3>Accounting Integrations <span id="policy_connections_guidecall_container"></span></h3> 3458 </div> 3459 3460 <p class="intro js_connections_intro">These are the services we integrate with out of the box. Get ready for bidirectional data transfer bliss.</p> 3461 3462 <!-- Bill.com --> 3463 <div id="policy_billcom_wrapper" class="connection_wrapper marginTop40"> 3464 3465 </div> 3466 3467 <!-- NetSuite --> 3468 <div id="policy_netSuite" class="connection_wrapper"></div> 3469 3470 <!-- QuickBooks Online --> 3471 <div id="policy_quickbooks_wrapper" class="connection_wrapper"> 3472 <div class="connection_title"> 3473 <h2 class="connection quickbooks">QuickBooks Online<span id="qboOfferToken" class="token blue small marginLeft hidden">Exclusive QuickBooks Online Offer!</span></h2> 3474 </div> 3475 3476 <div id="policy_qb" class="connection_container"> 3477 <p> 3478 Sync your QuickBooks chart of accounts, customers/projects, classes, and people with Expensify. See our <a rel="noopener noreferrer" href="https://community.expensify.com/discussion/4833/how-to-connect-your-policy-to-quickbooks-online/" target="_blank" rel="noopener noreferrer">QuickBooks help page</a> for an overview of the various connection options. 3479 </p> 3480 <ol id="qbRadioList" class="form long-labels inlineBlock"> 3481 <!-- QB Online --> 3482 <li class="qb_radio"> 3483 <input name="qbmethod" id="qbois_connect_yes" type="radio"> 3484 <label for="qbois_connect_yes" class="longer">Connect to QuickBooks Online</label> 3485 </li> 3486 <li id="qbois_connecting" class="hidden qb_connectionSelect"> 3487 <div class="clearfix"> 3488 <div class="floatLeft marginRight5"> 3489 <img src="https://d2k5nsl2zxldvw.cloudfront.net/images/qbo_c2qb.png" id="qbois_c2qb" style="width:200px; cursor:pointer"> 3490 </div> 3491 <button class="btn btn-primary-outline dropdown marginTop5" id="policy_button_qbois_reuse">Reuse settings from another workspace</button> 3492 </div> 3493 </li> 3494 <li id="qbois_connected" class="hidden"> 3495 <div class="message_confirm"> 3496 Connected to QuickBooks Online as <span class="qbois_company_name"></span><br/> 3497 <span class="qbois_last_sync"></span> 3498 </div> 3499 <div class="qbois_last_synclast_error message_error <%= UI.HIDDEN %>"></div> 3500 <button class="btn btn-success-outline" id="policy_button_qbois_configure">Configure</button> 3501 <button class="btn btn-success-outline" id="policy_button_qbois_update">Sync Now</button> 3502 <button class="btn btn-primary-outline qb_disconnect_ipp_anywhere">Disconnect Workspace</button> 3503 </li> 3504 3505 <li class="qb_radio"> 3506 <input class="policyEditor_connection_off" id="qb_connect_no" name="qbmethod" type="radio" checked="true"> 3507 <label for="qb_connect_no" id="policy_quickbooks_dont" class="qtip">Don't connect to QuickBooks Online</label> 3508 </li> 3509 </ol> 3510 3511 <div id="qboOfferBlock" class="inlineBlock width-50per floatRight vAlignTop hidden clearfix"> 3512 <div class="message_hint marginLeft20"> 3513 <p>Don't have QuickBooks Online? Expensify Users get 30% off for 12 months!</p> 3514 <a id="qbo_advert" href="http://www.quickbooksoffer.com/?cid=irp-7503" target="_blank" rel="noopener noreferrer">Click here to learn more and start a QuickBooks Online US trial</a> 3515 </div> 3516 </div> 3517 </div> 3518 </div> 3519 3520 <!-- Quickbooks Desktop New --> 3521 <div id="policy_qbd" class="connection_wrapper"></div> 3522 3523 <!-- Xero --> 3524 <div id="policy_xero_wrapper" class="connection_wrapper"> 3525 <div class="connection_title"> 3526 <h2 class="connection xero">Xero <span id="xeroOfferToken" class="token blue small marginLeft5 hidden">Exclusive Xero Offer!</span></h2> 3527 </div> 3528 3529 <div class="connection_container clearfix"> 3530 <p>For more information on our Xero connection, please visit <a href="https://community.expensify.com/discussion/5282/how-to-connect-your-policy-to-xero/" target="_blank" rel="noopener noreferrer">our help site</a>.</p> 3531 <ol id="xeroRadioList" class="form long-labels"> 3532 <li> 3533 <input name="xero_connectRadio" id="xero_connect_yes" type="radio"> 3534 <label for="xero_connect_yes">Connect to Xero</label> 3535 </li> 3536 <li id="xero_connecting" class="hidden"> 3537 <div> 3538 <button class="btn btn-success-outline marginTop5" id="policy_button_xero_new_connection">Create a New Xero Connection</button> 3539 <button class="btn btn-primary-outline marginTop5 dropdown" id="policy_button_xero_reuse">Reuse an Existing Connection</button> 3540 </div> 3541 </li> 3542 <li id="xero_connected" class="hidden"> 3543 <div id="xero_connected_with_credentials"> 3544 <div class="message_confirm"> 3545 Connected to Xero as <span class="xero_organization_name"></span><br />
3546 <span class="js_xero-last-sync"> 3547 </span> 3548 </div> 3549 <div class="js_xero-last-error message_error hidden"> 3550 </div> 3551 <button class="btn btn-success-outline" id="policy_button_xero_update">Sync Now</button> 3552 <button class="btn btn-success-outline" id="policy_button_xero_config">Configure</button> 3553 </div> 3554 </li> 3555 <li> 3556 <input class="policyEditor_connection_off" name="xero_connectRadio" id="xero_connect_no" type="radio" checked="checked"> 3557 <label for="xero_connect_no">Do not connect to Xero</label> 3558 </li> 3559 </ol> 3560 3561 <div id="xeroOfferBlock" class="inlineBlock width-50per floatRight vAlignTop hidden"> 3562 <div class="message_hint marginLeft20"> 3563 <p>New to Xero? Get 6 months of Xero free as an Expensify customer! <a href="https://referrals.xero.com/uzfjy4uegog2-v0pj1v" target="_blank">Sign up here</a>.</p> 3564 </div> 3565 </div> 3566 </div> 3567 </div> 3568 3569 <!-- Intacct --> 3570 <div id="policy_intacct" class="connection_wrapper"></div> 3571 3572 <!-- Financial Force --> 3573 <div id="policy_financialForce" class="connection_wrapper"></div> 3574 3575 <!-- Accounting connections configured in New Expensify --> 3576 <div id="policy_newDotAccountingConnections"></div> 3577 3578 <!-- Indirect Connection --> 3579 <div id="policy_indirectAccountingConnections" class="connection_wrapper"></div> 3580 3581 <!-- Alternate Bill.com view for users who aren't connected to the integration --> 3582 <div id="policy_alternateBillCom"></div> 3583 </div> 3584 3585 <div id="policy_hrIntegrations"></div> 3586 <div id="policy_timeIntegrations"></div> 3587 <div id="policy_travelIntegrations"></div> 3588 3589 <div class="contentCard"> 3590 <div class="contentCard-title"> 3591 <h3>Practice Management</h3> 3592 </div> 3593 3594 <p class="intro">Here are the services that we integrate with using a custom connection or a CSV export.</p> 3595 3596 <!-- STAR The Professionals' Choice --> 3597 <div id="policy_star" class="connection_wrapper"> 3598 <div class="connection_title"> 3599 <h2 class="connection star"> 3600 STAR 3601 <% if(!canUseControlFeatures){ %> 3602 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 3603 <% } %> 3604 </h2> 3605 </div> 3606 3607 <% if(canUseControlFeatures){ %> 3608 <div class="connection_container <%= UI.HIDDEN %>"> 3609 <button data-connectionname="STAR" class="btn btn-success-outline btn-xs js_indirect_connection marginBottom readWrite">Learn how to connect with STAR</button> 3610 </div> 3611 <% } %> 3612 </div> 3613 3614 <!-- Practice Engine --> 3615 <div id="policy_practice_engine" class="connection_wrapper"> 3616 <div class="connection_title"> 3617 <h2 class="connection practiceengine"> 3618 Practice Engine 3619 <% if(!canUseControlFeatures){ %> 3620 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 3621 <% } %> 3622 </h2> 3623 </div> 3624 3625 <% if(canUseControlFeatures){ %> 3626 <div class="connection_container <%= UI.HIDDEN %>"> 3627 <button data-connectionname="Practice Engine" class="btn btn-success-outline btn-xs js_indirect_connection marginBottom readWrite">Learn how to connect with Practice Engine</button> 3628 </div> 3629 <% } %> 3630 </div> 3631 3632 <!-- CCH --> 3633 <div id="policy_cch" class="connection_wrapper"> 3634 <div class="connection_title"> 3635 <h2 class="connection cch"> 3636 CCH 3637 <% if(!canUseControlFeatures){ %> 3638 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 3639 <% } %> 3640 </h2> 3641 </div> 3642 3643 <% if(canUseControlFeatures){ %> 3644 <div class="connection_container <%= UI.HIDDEN %>"> 3645 <button data-connectionname="CCH" class="btn btn-success-outline btn-xs js_indirect_connection marginBottom readWrite">Learn how to connect with CCH</button> 3646 </div> 3647 <% } %> 3648 </div> 3649 3650 <!-- Thomson Reuters --> 3651 <div id="policy_thomson_reuters" class="connection_wrapper"> 3652 <div class="connection_title"> 3653 <h2 class="connection thomsonreuters"> 3654 Thomson Reuters 3655 <% if(!canUseControlFeatures){ %> 3656 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 3657 <% } %> 3658 </h2> 3659 </div> 3660 3661 <% if(canUseControlFeatures){ %> 3662 <div class="connection_container <%= UI.HIDDEN %>"> 3663 <button data-connectionname="Thomson Reuters" class="btn btn-success-outline btn-xs js_indirect_connection marginBottom readWrite">Learn how to connect with Thomson Reuters</button> 3664 </div> 3665 <% } %> 3666 </div> 3667 </div> 3668 </div> 3669 <% } %> 3670 <!-- /Connections --> 3671 3672 <!-- Categories --> 3673 <div class="setup_box" id="categories"> 3674 <div class="page-header embedded-header"> 3675 <h3>Categories</h3> 3676 </div> 3677 3678 <div class="contentCard"> 3679 <div class="contentCard-title"> 3680 <h3>Categories</h3> 3681 <a href="https://community.expensify.com/discussion/5732/deep-dive-all-about-policy-categories/" target="_blank" rel="noopener noreferrer" class="help_link"></a> 3682 </div> 3683 <% if( !canEditCategories ){ %> 3684 <div class="alertsBanner alertsBanner-hint topAlert"> 3685 <p>Your categories are imported according to your Chart of Accounts in <%= integrationName %> and are required on every expense in order to export to <%= integrationName %>. To update the categories below, please sync your <%= integrationName %> Connection <a href="#connections">here</a>.</p> 3686 </div> 3687 <% } %> 3688 3689 <p class="intro notPersonal">We import your expense-related GL accounts as Expensify Categories. Here you can enable which GL accounts you want visible to your employees.</p> 3690 3691 <div class="clearfix marginTop"> 3692 <div class="floatRight marginBottom30"> 3693 <button id="policy_categories_csvImport" class="btn btn-success-outline readWrite">Import from spreadsheet</button> 3694 <button id="policy_categories_csvExport" class="btn btn-primary-outline readWrite">Export to CSV</button> 3695 </div> 3696 3697 <form class="form xl-labels auto rowGaps clearfix noM
3697argin floatLeft notPersonal"> 3698 <ol> 3699 <li> 3700 <label for="policy_categoryRequired">People must categorize expenses</label> 3701 <div class="onoffswitch-wrapper marginLeft10"> 3702 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox editable" id="policy_categoryRequired" disabled> 3703 <label class="onoffswitch-label" for="policy_categoryRequired"> 3704 <span class="onoffswitch-inner"></span> 3705 <span class="onoffswitch-switch"></span> 3706 </label> 3707 </div> 3708 </li> 3709 </ol> 3710 </form> 3711 </div> 3712 3713 <div id="policyEditor_categories" class="readWrite"></div> 3714 </div> 3715 3716 <div id="policy_mccEditorContainer" class="readWrite"></div> 3717 </div> 3718 3719 <!-- Tags --> 3720 <div class="setup_box" id="tags"> 3721 <div class="page-header embedded-header"> 3722 <h3>Tags</h3> 3723 </div> 3724 3725 <div id="js_policyEditor_tags"></div> 3726 </div> 3727 3728 <!-- Tax --> 3729 <div class="setup_box" id="js_policyEditor_Tax"> 3730 <div class="page-header embedded-header"> 3731 <h3>Tax</h3> 3732 </div> 3733 3734 <!-- Tax => use a template like it is 1998 --> 3735 <div id="tax"></div> 3736 </div> 3737 3738 <!-- Workflows --> 3739 <div class="readWrite setup_box" id="js_policyEditor_workflows"> 3740 <div class="page-header embedded-header"> 3741 <h3>Workflows</h3> 3742 </div> 3743 3744 <!-- Auto Reporting --> 3745 <div class="readWrite" id="policyEditor_autoReporting"></div> 3746 3747 <!-- Auto Harvesting --> 3748 <div class="readWrite" id="policyEditor_autoHarvesting"></div> 3749 3750 <div class="notPersonal" id="policy_approvalWorkflow"></div> 3751 <div class="notPersonal" id="policy_autoApproveContainer"></div> 3752 3753 <!-- Reimbursement --> 3754 <div class="notPersonal setup_box" id="reimbursement"></div> 3755 3756 <div class="notPersonal readWrite" id="policyEditor_strictWorkflow"></div> 3757 </div> 3758 3759 <!-- Rules --> 3760 <div class="readWrite setup_box" id="js_policyEditor_rules"> 3761 <div class="page-header embedded-header"> 3762 <h3>Rules</h3> 3763 </div> 3764 3765 <div class="notPersonal" id="expenseBasics_container"></div> 3766 </div> 3767 3768 <!-- Distance Rates --> 3769 <div class="readWrite setup_box" id="js_policyEditor_distance"> 3770 <div class="page-header embedded-header"> 3771 <h3>Distance Rates</h3> 3772 </div> 3773 3774 <div id="distance_container"></div> 3775 </div> 3776 3777 <!-- Per Diem --> 3778 <div class="setup_box" id="js_policyEditor_perDiem"></div> 3779 3780 <!-- Time --> 3781 <div class="notPersonal readWrite setup_box" id="js_policyEditor_time"> 3782 <div class="page-header embedded-header"> 3783 <h3>Time</h3> 3784 </div> 3785 3786 <div id="distanceTime_container"></div> 3787 </div> 3788 3789 <!-- Invoice --> 3790 <div class="setup_box" id="invoices"> 3791 <div class="page-header embedded-header"> 3792 <h3>Invoices</h3> 3793 </div> 3794 3795 <div class="contentCard"> 3796 <div class="contentCard-title"> 3797 <h3>Invoices</h3> 3798 <a href="https://community.expensify.com/discussion/4825/how-to-create-and-send-invoices-web-mobile/" target="_blank" rel="noopener noreferrer" class="help_link"></a> 3799 </div> 3800 3801 <p class="intro">Expensify's invoicing feature allows you to create and send invoices to anyone, whether or not they have an Expensify account. Invoices can be created from scratch or from existing expense reports.</p> 3802 3803 <div id="policy_invoice_options" class="setup_contents"> 3804 3805 <div id="policy_invoice_payments" class="marginBottom"> 3806 <hr /> 3807 <h3>Payment</h3> 3808 <div id="default_payment_account_container" class="setup_contents"> 3809 <!-- Here we call the countryACHBox React component from from policy3_invoice --> 3810 </div> 3811 <div id="policy_invoice_payment_container"> 3812 <div class="<%= UI.SpinnerDIV %>"></div> 3813 </div> 3814 </div> 3815 3816 <hr /> 3817 <h3>Default Mark Up</h3> 3818 <p>If you set a default mark up, we will automatically mark up all of the billable expenses on your invoices by this amount. You can override this on each report.</p> 3819 <div id="policy_markup" class="clearfix"></div> 3820 </div> 3821 </div> 3822 </div> 3823 3824 <!-- Travel --> 3825 <div class="notPersonal setup_box" id="js_policyEditor_Travel"> 3826 <div class="page-header embedded-header"> 3827 <h3>Travel</h3> 3828 </div> 3829 3830 <div id="policyEditor_Travel"></div> 3831 <div id="concierge_travel_settings"></div> 3832 <div id="travel_report"></div> 3833 </div> 3834 3835 <!-- Policy CSV Export --> 3836 <div class="notPersonal setup_box readWrite" id="exportFormats"> 3837 <div class="page-header embedded-header"> 3838 <h3>Export Formats</h3> 3839 </div> 3840 3841 <div class="contentCard"> 3842 <div class="contentCard-title"> 3843 <h3>Export Formats</h3> 3844 <a href="https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#formulas" target="_blank" rel="noopener noreferrer" class="help_link"></a> 3845 </div> 3846 <p class="intro">
3847 Set up shared export formats to quickly export information to your accounting package or payroll 3848 system. Export formats created here will be available to any user on this workspace. 3849 </p> 3850 3851 <div class="marginTop40"> 3852 <button class="btn btn-success-outline inline" id="policy3_setupCSVExport">New Export Format</button> 3853 <span id="exportFormatLockedFeature"<% if (!canUpgrade) { %> class="hidden"<% } %>></span> 3854 </div> 3855 3856 <div id="csvTableContainer" class="marginTop"></div> 3857 </div> 3858 </div> 3859</div> 3860 3861</div> 3862 3863</script>
3863 3864
3864<script type="text/template" id="template_PolicyEditor_Downgrade_confirmMessage" class="js_template"> 3865<p>Some of your configurations are only available on the <%- corporateWord %> plan. If you downgrade, the following features will be removed: 3866<ul class="bullets"> 3867 <% if (_.isEmpty(directIntegrations)) { %> 3868 <li>GL account codes and advanced accounting export</li> 3869 <% } else { %> 3870 <li>Connection to your <%- directIntegrations %> integration</li> 3871 <% } %> 3872 <li>Flagging for expenses that violate your expense workspace or category rules</li> 3873 <li>Multiple Approvers</li> 3874 <li>Company card management and reconciliation</li> 3875 <li>Advanced security and control</li> 3876</ul> 3877<p class="center message_error">Are you sure you want to downgrade and remove your configurations? <strong>This cannot be undone.</strong></p> 3878</script>
3878 3879
3879<script type="text/template" id="template_PolicyEditor_Invoice_Payment_validPayPalMe" class="js_template"> 3880 <p> 3881 You are receiving invoice payments via PayPal.me using <strong><%- payPalMeAddress %></strong>. 3882 </p> 3883</script>
3883 3884
3885<script type="text/template" id="template_PolicyEditor_Invoice_Payment_setUpPayPalMe" class="js_template"> 3886 <p> 3887 Receive invoices via PayPal.me by adding your URL link to <a href="<%- url %>">Payments</a>. 3888 </p> 3889</script>
3889 3890
3891<script type="text/template" id="template_PolicyEditor_Invoice_Payment_validConnection" class="js_template"> 3892 <p> 3893 You are receiving invoice payments via Venmo using <%- phone %> from your <a href="<%- url %>">Contact Methods</a>. 3894 </p> 3895</script>
3895 3896
3897<script type="text/template" id="template_PolicyEditor_Invoice_Payment_createConnection" class="js_template"> 3898 <p> 3899 Receive invoices via Venmo by adding your mobile phone number as a <a href="<%- url %>">Contact Method</a>. 3900 </p> 3901</script>
3901 3902 3903 3904
3904<script type="text/template" id="template_Settings_PolicyEditor_menu" class="js_template"> 3905 <div class="tertiary-nav"> 3906 <ul id="policyTabs"> 3907 <li><a href="#overview" data-box="policyBasics">Overview</a></li> 3908 <li class="notPersonal readWrite"><a href="#people" data-box="people">Members</a></li> 3909 <li class="readWrite"><a href="#reports" data-box="editorReports">Reports</a></li> 3910 <li class="readWrite"><a href="#connections" data-box="connections">Accounting</a></li> 3911 <li><a href="#categories" data-box="categories">Categories</a></li> 3912 <li><a href="#tags" data-box="tags">Tags</a></li> 3913 <li><a href="#tax" data-box="js_policyEditor_Tax">Taxes</a></li> 3914 <li class="readWrite"><a href="#js_policyEditor_workflows" data-box="js_policyEditor_workflows">Workflows</a></li> 3915 <li class="notPersonal readWrite"><a href="#js_policyEditor_rules" data-box="js_policyEditor_rules">Rules</a></li> 3916 <li class="readWrite"><a href="#js_policyEditor_distance" data-box="js_policyEditor_distance">Distance Rates</a></li> 3917 <li class="readWrite"><a href="#js_policyEditor_perDiem" data-box="js_policyEditor_perDiem">Per Diem</a></li> 3918 <li class="notPersonal readWrite"><a href="#js_policyEditor_time" data-box="js_policyEditor_time">Time</a></li> 3919 <li class="readWrite"><a href="#invoices" data-box="invoices">Invoices</a></li> 3920 <li class="readWrite notPersonal"><a href="#travel" data-box="js_policyEditor_Travel">Travel</a></li> 3921 <li class="readWrite notPersonal"><a href="#exportFormats" data-box="exportFormats">Export Formats</a></li> 3922 </ul> 3923 </div> 3924</script>
3924 3925
3925<script type="text/template" id="template_Popup_PolicyEditor_exceptionEditor" class="js_template"> 3926 <div id="categoryExceptionsView" class="margin10"> 3927 <form class="form"> 3928 <ol> 3929 <li class="clearfix"> 3930 <label>Max Amount:</label> 3931 <div class="width-260px floatLeft"> 3932 <select id="policyEditor_exceptionEditor_expenseLimitType" class="marginBottom5"> 3933 <% for( var type in expenseLimitTypes ){ %> 3934 <option value="<%= expenseLimitTypes[ type ] %>"> 3935 <%= Templates.get( [ 'Settings', 'PolicyEditor', 'CategoryExceptionLimitTypes', expenseLimitTypes[ type ] ] ) %> 3936 </option> 3937 <% } %> 3938 </select> 3939 <input id="policyEditor_exceptionEditor_expenseLimit" type="text" placeholder="<%- defaultLimit %>" maxlength="50"> 3940 </div> 3941 </li> 3942 <li> 3943 <label>Receipts:</label> 3944 <ul id="policyEditor_exceptionEditor_receipts" class="segmented-control"> 3945 <li data-value="default" class="active">Default</li> 3946 <li data-value="not_required">Not Required</li> 3947 <li data-value="required">Required</li> 3948 </ul> 3949 </li> 3950 <li> 3951 <label>Description:</label> 3952 <ul id="policyEditor_exceptionEditor_comments" class="segmented-control"> 3953 <li data-value="not_required" class="active">Not Required</li> 3954 <li data-value="required">Required</li> 3955 </ul> 3956 </li> 3957 <li><label>Description Hint:</label><input id="policyEditor_exceptionEditor_commentHint" type="text" placeholder="None"></li> 3958 </ol> 3959 </form> 3960 </div> 3961</script>
3961 3962
3962<script type="text/template" id="template_PolicyEditor_policyName" class="js_template"> 3963 <li> 3964 <label for="js_policy_name" class="large">Workspace Name</label> 3965 <input type="text" id="js_policy_name" size="24" class="large width400 qtip editable" value="<%= name %>"> 3966 </li> 3967</script>
3967 3968
3968<script type="text/template" id="template_PolicyEditor_Reimbursement_tab" class="js_template"> 3969 <div class="contentCard"> 3970 <div class="contentCard-title"> 3971 <a href="https://community.expensify.com/discussion/5509/deep-dive-who-can-reimburse-reports-and-what-happens-when-you-do/" target="_blank" rel="noopener noreferrer" class="help_link"></a> 3972 <h3>Payments</h3> 3973 </div> 3974 <p class="alertsBanner alertsBanner-hint topAlert">Reimbursing reports via Direct Deposit? Select a default business bank account and a designated reimburser for reports on this workspace.</p> 3975 <div id="policyEditor_reimburser" class="marginBottom20 form short-labels hidden"> 3976 <div id="policyEditor_reimburse_error" class="hidden"></div> 3977 <label for="policyEditor_achAccount_reimburser">Reimburser</label> 3978 <select id="policyEditor_achAccount_reimburser" class="js_policy_autoSave" data-policy-value-path="achAccount/reimburser"></select> 3979 </div> 3980 <div id="policyEditor_reimbursement_account"></div> 3981 <div id="policyEditor_reimbursement_select"></div> 3982 </div> 3983 3984 <div id="policyEditor_autoReimburseContainer"> 3985 <!--React Component AutoReimbursementPanel is called here--> 3986 </div> 3987</script>
3987 3988
3989<script type="text/template" id="template_PolicyEditor_Reimbursement_account" class="js_template"> 3990 <div> 3991 <table class="tableLeftHeader marginBottom20" border="0" cellspacing="0" cellpadding="5"> 3992 <tr class="borderBottom"> 3993 <th>Account Name</th> 3994 <td><%- accountName %></td> 3995 </tr> 3996 <tr class="borderBottom"> 3997 <th>Account Number</th> 3998 <td><%- accountNumber %></td> 3999 </tr> 4000 <tr> 4001 <th>Routing Number</th> 4002 <td><%- routingNumber %></td> 4003 </tr> 4004 </table> 4005 4006 <div class="clearfix"></div> 4007 4008 <p><%= message %></p> 4009 </div> 4010</script>
4010 4011 4012
4013<script type="text/template" id="template_PolicyEditor_Reimbursement_change" class="js_template"> 4014 <div> 4015 <button class="btn btn-success-outline js_policyEditorSwitch">Choose an Account ...</button> 4016 </div> 4017 <div id="policyEditor_linkedWithdrawAccount" class="hidden"> 4018 <span class="lineHeightInput">Preferred Business Bank Account: </span> 4019 <select></select> 4020 </div> 4021</script>
4021 4022
4022<script type="text/template" id="template_PolicyEditor_reportBasics" class="js_template"> 4023 <div class="icon-message hidden" id="currency-warning"> 4024 <div class="icon-message__icon"> 4025 <i class="expensicons expensicons-sm expensicons-error-circle yellow"></i> 4026 </div> 4027 <p> 4028 <strong>Heads Up!</strong> Your current output currency is retired, please select a new currency. 4029 </p> 4030 </div> 4031 4032 <form class="form xl-labels xl-controls rowGaps marginTop20"> 4033 <ol> 4034 <li id="personalSubmitsTo"> 4035 <label for="basicPolicy_optionalSubmitsTo">Submit Reports To</label> 4036 <input type="email" id="basicPolicy_optionalSubmitsTo" class="large width400 js_policy_autoSave" data-policy-value-path="approver" value="<%= approver %>" /> 4037 </li> 4038 <li> 4039 <label for="policy_currency">Report Currency</label> 4040 <select id="policy_currency" class="short large editable"></select> 4041 </li> 4042 <li> 4043 <div class="depreciated helperLabel"> 4044 All reports will convert to the currency selected above. 4045 </div> 4046 </li> 4047 </ol> 4048 </form> 4049</script>
4049 4050
4050<script type="text/template" id="template_PolicyEditor_ReportField" class="js_template"> 4051 <h3><%- Str.shortenText( _.unescape( field.getName(), 50 ) ) %></h3> 4052 <h5><%= Report.TYPES_HUMAN_READABLE[field.getTarget()] %></h5> 4053 4054 <!-- if they can edit it --> 4055 <% if( canEdit ){ %> 4056 <img src="<%= g_cloudFrontImg %>icon.arrow.mover.png" class="dragable" /> 4057 <button 4058 class="btn btn-danger-outline field_remove_container field_remove expensicons expensicons-trashcan" 4059 ></button> 4060 <% } %> 4061 <% if (errors.length) { %> 4062 <div class="message_error js_field_formula_error"> 4063 <button type="button" class="expensicons expensicons-remove close js_dismiss_field_error" aria-label="Dismiss error"></button> 4064 <%- errors.length === 1 4065 ? errors[0] 4066 : errors.map(function(error) { 4067 return error.endsWith('.') ? error : error + '.'; 4068 }).join(' ') 4069 %> 4070 </div> 4071 <% } %> 4072 <div class="field_defaultContainer clearfix"> 4073 <div class="form short-labels marginBottom20"> 4074 <label class="lineHeightInput noPadding">Initial Value:</label> 4075 4076 <% if( _( [UserDefinedField.FIELD_TYPE.TEXT, UserDefinedField.FIELD_TYPE.FORMULA] ).contains( field.getType() ) ){ %> 4077 <textarea rows="<%= Math.min(field.getDefaultValue().split(/\r\n|\r|\n/).length, UserDefinedField.TEXT_FIELD_MAX_ROWS) %>" id="field_defaultID_<%= field.getID() %>" type="text" class="js_defaultvalue_text field_defaultValue"><%= field.getDefaultValue() %></textarea> 4078 4079 <% } else if( field.getType() == UserDefinedField.FIELD_TYPE.DROPDOWN ){ %> 4080 <!-- list of values to choose for a default --> 4081 <select id="field_defaultID_<%= field.getID() %>" class="js_defaultvalue_select field_dropdown clearfix long"> 4082 <option value=""></option> 4083 <% _.each( field.getOptions(), function( option ){ %> 4084 <% if (!option.disabled) { %> 4085 <option value="<%- option.value %>" data-external_id="<%= option.externalID %>" <%= option.value === field.getDefaultValue() ? 'selected' : '' %>><%- option.value %></option> 4086 <% } %> 4087 <% }) %> 4088 </select> 4089 </div> 4090 4091 <div class="field_defaultValuesContainer"> 4092 4093 <!-- the values that have been added --> 4094 <% if( !field.hasValueList() ){ %> 4095 <div class="field_dropdown_emptyRow">No options set. Add one using the form below.</div> 4096 <% } else { %> 4097 <table class="table table-hoverable table-noGaps"> 4098 <thead> 4099 <tr> 4100 <th class="width-30px"> 4101 <div class="onoffswitch-wrapper noLabel switchSmall"> 4102 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox <%= canEdit ? 'editable' :'' %> js_field_allEnabled" id="field_allEnabled_<%= field.getID() %>" <%= _.all(field.getOptions(), function (o) { return !o.disabled; }) ? 'checked' : '' %>> 4103 <label class="onoffswitch-label" for="field_allEnabled_<%= field.getID()%>"> 4104 <span class="onoffswitch-inner"></span> 4105 <span class="onoffswitch-switch"></span> 4106 </label> 4107 </div> 4108 </th> 4109 <th class="accountingIcon noPadding textCenter width-10px sorting_disabled"></th> 4110 <th>Name</th> 4111 <th class="width-40px textRight"></th> 4112 </tr> 4113 </thead> 4114 <tbody> 4115 <% _.each( field.getOptions(), function( option ){ %> 4116 <tr class="dropDownValue" data-value="<%- option.value %>" data-fieldID="<%= field.getID() %>" data-key="<%- option.key %>"> 4117 <td> 4118 <div class="onoffswitch-wrapper noLabel switchSmall"> 4119 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox js_disable_option <%= canEdit ? 'editable' :'' %>" id="field_enabled_<%= field.getID() + '_' + option.key %>" <%= option.disabled ? '' : 'checked' %>> 4120 <label class="onoffswitch-label" for="field_enabled_<%= field.getID() + '_' + option.key %>">
4121 <span class="onoffswitch-inner"></span> 4122 <span class="onoffswitch-switch"></span> 4123 </label> 4124 </div> 4125 </td> 4126 <td class="accountingIcon noPadding textCenter"> 4127 <% if ( field.getOrigin() ){ %> 4128 <%= UIUtils.getIntegrationLogo(field.getOrigin(), 'Report Field') %> 4129 <% } %> 4130 </td> 4131 <td> 4132 <%= option.value %> 4133 </td> 4134 <td class="textRight"> 4135 <% if ( canEdit ){ %> 4136 <button class="btn btn-danger-outline js_remove_default expensicons expensicons-trashcan"></button> 4137 <% } %> 4138 </td> 4139 </tr> 4140 <% }) %> 4141 </tbody> 4142 </table> 4143 <% } %> 4144 4145 </div> 4146 4147 <ol class="form addValues one-line clearfix"> 4148 <li> 4149 <label>Add Option:</label> 4150 <input type="text" class="js_defaultvalueAdd_text marginRight5 vAlignTop" /> 4151 </li> 4152 <li> 4153 <button class="btn btn-success-outline js_defaultvalue_btn vAlignTop">Add</button> 4154 </li> 4155 <ol> 4156 4157 <% } else if( field.getType() == UserDefinedField.FIELD_TYPE.DATE ){ %> 4158 <span class="lineHeightInput">Current date</span> 4159 <% } %> 4160 </div> 4161</script>
4161 4162
4162<script type="text/template" id="template_PolicyEditor_ReportFields" class="js_template"> 4163 <div class="contentCard"> 4164 <div class="contentCard-title"> 4165 <h3>Report fields <a id="policy_reportFieldsHelp" class="help_link" href="https://community.expensify.com/discussion/4485/how-to-set-up-and-use-report-fields" target="_blank" rel="noopener noreferrer"></a></h3> 4166 </div> 4167 4168 <p class="intro">This section displays all expense and invoice report fields.</p> 4169 <p class="intro">Each expense report has a few default fields (i.e., To, From, and Amount). Create additional fields if your company requires more information (e.g., purpose of trip, location, or customer name).</p> 4170 <p class="intro">The invoice report fields are determined by the primary currency of your workspace (listed under Report Currency).</p> 4171 4172 <ul id="policy_fieldsContainer" class="policy-sortable marginTop40"></ul> 4173 4174 <div id="addReportFieldsForm" class="contentCard-addFooter"> 4175 <h4>Add New Field</h4> 4176 <ol class="form one-line clearfix"> 4177 <li> 4178 <label>Field Title:</label> 4179 <input type="text" autocomplete="chrome-off" class="qtip-bottom js_addfield_text" <% if (!canUseControlFeatures) { %> disabled<% } %> /> 4180 </li> 4181 <li> 4182 <label class="short">Type:</label> 4183 <select class="policy_select_fieldType qtip-bottom js_addfield_type" <% if (!canUseControlFeatures) { %> disabled<% } %>> 4184 <option value="text">Text</option> 4185 <option value="dropdown">Dropdown</option> 4186 <option value="date">Date</option> 4187 </select> 4188 </li> 4189 <li> 4190 <label class="marginLeft">Report Type:</label> 4191 <select class="js_addfield_target" <% if (!canUseControlFeatures) { %> disabled<% } %>> 4192 <option value="expense">Expense Report</option> 4193 <option value="invoice">Invoice</option> 4194 </select> 4195 </li> 4196 <li> 4197 <button class="btn btn-success-outline js_addfield_btn" <% if (!canUseControlFeatures) { %> disabled<% } %>>Add</button> 4198 <span id="reportFieldsLockedFeature"<% if (canUseControlFeatures) { %> class="hidden"<% } %>></span> 4199 </li> 4200 </ol> 4201 </div> 4202 </div> 4203</script>
4203 4204
4204<script 4205 type="text/template" 4206 id="template_PolicyEditor_ReportTitle" 4207 class="js_template" 4208> 4209 <div class="contentCard"> 4210 <div class="contentCard-title"> 4211 <h3>Custom Report Names</h3> 4212 <a href="https://community.expensify.com/discussion/4831/how-to-set-up-default-report-titles" target="_blank" rel="noopener noreferrer" class="help_link"></a> 4213 </div> 4214 4215 <p>Create a report title template using <a href="https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#formulas" target="_blank" rel="noopener noreferrer">these simple formulas</a>. Here are some commonly used formulas to get you started:</p> 4216 <p> 4217 User's Email or Phone: <span class="token js_report_formula">{report:submit:from}</span> 4218 Report Start Date: <span class="token js_report_formula">{report:startdate}</span> 4219 Workspace Name: <span class="token js_report_formula">{report:workspacename}</span> 4220 Report ID: <span class="token js_report_formula">{report:id}</span> 4221 Total: <span class="token js_report_formula">{report:total}</span> 4222 </p> 4223 4224 <div id="policy_fieldsContainer" class="form xl-labels"> 4225 <div class="<%= UI.HIDDEN %> message_error js_title_error">Using the field <%= CONST.REPORT.TITLE_FORMULA %> is not allowed.</div> 4226 <div class="<%= UI.HIDDEN %> message_error js_title_missing">Automatic title can't be empty.</div> 4227 <div class="<%= UI.HIDDEN %> message_error js_title_too_long">Automatic title can't exceed 500 characters.</div> 4228 <% if (formulaErrors.length) { %> 4229 <div class="message_error js_title_formula_error"> 4230 <button type="button" class="expensicons expensicons-remove close js_dismiss_title_error" aria-label="Dismiss error"></button> 4231 <%- formulaErrors.length === 1 4232 ? formulaErrors[0] 4233 : formulaErrors.map(function(error) { 4234 return error.endsWith('.') ? error : error + '.'; 4235 }).join(' ') 4236 %> 4237 </div> 4238 <% } %> 4239 <ol> 4240 <li> 4241 <label class="large" for="policyEditor_defaultvalue_text">Formula</label> 4242 <input type="text" id="policyEditor_defaultvalue_text" class="large width400 js_defaultvalue_text field_defaultValue" value="<%- field.getDefaultValue() %>" /> 4243 <div class="depreciated helperLabel"> 4244 Example: <span class="js_example_title">{report:submit:from} Expense Report {report:startdate}</span> <a href="#" class="js_use_example_title">Use this</a> 4245 </div> 4246 </li> 4247 <li class="notPersonal"> 4248 <br> 4249 <label for="policy_autoTitleEnforced">Enforce Custom Report Names</label> 4250 <div class="onoffswitch-wrapper marginLeft10"> 4251 <% if(canUseControlFeatures){ %> 4252 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox" id="policyEditor_automaticReportTitleEnforcementToggle" <% if( enforced ) print( "checked" ) %> > 4253 <label class="onoffswitch-label" for="policyEditor_automaticReportTitleEnforcementToggle"> 4254 <span class="onoffswitch-inner"></span> 4255 <span class="onoffswitch-switch"></span> 4256 </label> 4257 <% } %> 4258 <% if(!canUseControlFeatures){ %> 4259 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 4260 <% } %> 4261 </div> 4262 </li> 4263 </ol> 4264 </div> 4265 </div> 4266</script>
4266 4267
4267<script type="text/template" id="template_PolicyEditor_tags" class="js_template"> 4268 <div class="contentCard-addFooter marginBottom40 js_table"></div> 4269 <h4>Add a Tag</h4> 4270 <ol class="form one-line clearfix"> 4271 <li><input type="text" class="js_input" /></li> 4272 <li><button class="btn btn-success-outline js_button">Add</button></li> 4273 </ol> 4274</script>
4274 4275
4275<script type="text/template" id="template_PolicyEditor_Tax_tab" class="js_template"> 4276 <div class="contentCard"> 4277 <div class="contentCard-title"> 4278 <h3><label for="policy_tax_trackingEnabled">Tax</label> 4279 <div id="policy_taxSection" class="onoffswitch-wrapper marginLeft10"> 4280 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox editable" id="policy_tax_trackingEnabled" checked <%= isConnectedToXero || isConnectedToQBO || isConnectedToNetSuite || isConnectedToFFA || isNewDotOnlyAccountingTaxSyncEnabled ? UI.DISABLED : '' %> > 4281 <label class="onoffswitch-label" for="policy_tax_trackingEnabled"> 4282 <span class="onoffswitch-inner"></span> 4283 <span class="onoffswitch-switch"></span> 4284 </label> 4285 </div> 4286 </h3> 4287 <a href="https://community.expensify.com/discussion/5044/how-to-set-up-multiple-taxes-on-indirect-connections" target="_blank" rel="noopener noreferrer" class="help_link"></a> 4288 </div> 4289 4290 <% if (isConnectedToXero) { %> 4291 <p class="intro">You can enable or disable Tax in your Xero configuration. Go to Connections > Xero > Configure.</p> 4292 <% } else if (isConnectedToQBO) { %> 4293 <% if (isAmericanQBO) { %> 4294 <p class="intro">Tax tracking is not available on workspaces that are connected to the US version of QuickBooks Online. Please <a href='#' class='js_contact-us'>contact us</a> if you have any questions.</p> 4295 <% } else { %> 4296 <p class="intro">You can enable or disable Tax via the QuickBooks Online connection configuration. Go to Connections > QuickBooks Online > Configure</p> 4297 <% } %> 4298 <% } else if (isConnectedToNetSuite) { %> 4299 <% if (isTaxEligibleNS) { %> 4300 <% if (isNetSuiteMissingTaxGroups) { %> 4301 <p class="intro">Sorry, but we could not find any eligible tax groups from your currently connected NetSuite subsidiary. Please <a href="https://community.expensify.com/discussion/5632/deep-dive-configure-coding-for-netsuite#tax" rel="noreferrer noopener">enable and configure Tax Groups in NetSuite</a> and sync again. <a href='#' class='js_contact-us'>Contact us</a> if you have any questions.</p> 4302 <% } else { %> 4303 <p class="intro">You can enable or disable Tax via the NetSuite connection configuration. Go to Connections > NetSuite > Configure</p> 4304 <% } %> 4305 <% } else { %> 4306 <p class="intro">Tax tracking is not available for your current connected subsidiary's country. Please <a href='#' class='js_contact-us'>contact us</a> if you have any questions, or think this is in error.</p> 4307 <% } %> 4308 <% } else if (isConnectedToFFA) { %> 4309 <p class="intro">You can enable or disable Tax in your FinancialForce configuration. Go to Connections > FinancialForce > Configure.</p> 4310 <% } else { %> 4311 <p class="intro">Tax can be complex. Take a look at our <a href="https://community.expensify.com/discussion/5044/how-to-set-up-multiple-taxes-on-indirect-connections" target="_blank" rel="noopener noreferrer">help page</a> for more information and please <a href='#' class='js_contact-us'>contact us</a> if you need help implementing tax tracking.</p> 4312 <% } %> 4313 4314 <div id="policyEditor_tax_fieldsContainer"></div> 4315 </div> 4316</script>
4316 4317
4318<script type="text/template" id="template_PolicyEditor_Tax_optionRow" class="js_template"> 4319 <tr class="js_field_option" data-value="<%- option.value.toString().replace('%', '') %>" data-key="<%- option.key %>" data-externalid="<%- option.externalID %>" data-name="<%- option.key %>"> 4320 <td> 4321 <div class="onoffswitch-wrapper noLabel switchSmall"> 4322 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox js_taxEditor_disabled editable" id="tax_field_<%- option.key %>" <%= option.disabled ? '' : 'checked' %> <%= option.externalID === defaultExternalID || isReadOnly ? 'disabled' : '' %>> 4323 <label class="onoffswitch-label" for="tax_field_<%- option.key %>"> 4324 <span class="onoffswitch-inner"></span> 4325 <span class="onoffswitch-switch"></span> 4326 </label> 4327 </div> 4328 </td> 4329 <td class="accountingIcon noPadding textCenter"> 4330 <% if ( origin && hasTaxManagingConnections ){ %> 4331 <%= UIUtils.getIntegrationLogo(origin, 'Tax') %> 4332 <% } %> 4333 </td> 4334 <td> 4335 <!-- Hack Alert: The getUDFValue function associated with this view uses the properties on this element to construct the tax UDF, so be careful when editing this input. --> 4336 <input type="text" name="name" class="fullWidth" id="tax_option_name_<%- row %>_<%- col %>" value="<%- option.key %>" /> 4337 </td> 4338 <td> 4339 <div class="input-append"> 4340 <input type="text" id="tax_option_value_<%- row %>_<%- col %>" class="shorter textRight <%= (!canDelete || hasTaxManagingConnections) ? UI.DISABLED : '' %>" name="value" value="<%- option.value.toString().replace('%', '') %>" <%= (!canEdit || hasTaxManagingConnections) ? 'disabled' : '' %>/> 4341 <span class="add-on">%</span> 4342 </div> 4343 </td> 4344 <% if (!isConnectedTax) { %> 4345 <td> 4346 <input type="text" id="tax_option_tax_code_<%- row %>_<%- col %>" name="externalID" class="short" value="<%- Str.startsWith(option.externalID, 'id_') ? '' : option.externalID %>" /> 4347 </td> 4348 <% } %> 4349 <td class="textRight"> 4350 <% if ( canDelete ){ %> 4351 <button class="btn btn-danger-outline js_taxEditor_deleteOption expensicons expensicons-trashcan"></button> 4352 <% } %> 4353 </td> 4354 </tr> 4355</script>
4355 4356
4357<script type="text/template" id="template_PolicyEditor_Tax_field" class="js_template"> 4358 <div class="taxEditor_field"> 4359 <div class="taxEditor_fieldHeader"> 4360 <form class="form xl-labels xl-controls rowGaps marginTop20 marginBottom40"> 4361 <ol> 4362 <li> 4363 <label for="taxName">Tax Name</label> 4364 <input id="taxName" class="large medium" type="text" value="<%- field.getName() %>" maxlength="8" <%= isReadOnly ? UI.DISABLED : '' %>/> 4365 </li> 4366 <li> 4367 <label for="taxPolicyCurrencyDefault">Workspace Currency Default</label> 4368 <select id="taxPolicyCurrencyDefault" class="large medium long" <%= isReadOnly ? UI.DISABLED : '' %>></select> 4369 </li> 4370 <li> 4371 <label for="taxForeignCurrencyDefault">Foreign Currency Default</label> 4372 <select id="taxForeignCurrencyDefault" class="large medium long" <%= isReadOnly ? UI.DISABLED : '' %>></select> 4373 </li> 4374 </ol> 4375 </form> 4376 </div> 4377 <div class="icon-message marginBottom20"> 4378 <div class="icon-message__icon"> 4379 <i class="expensicons expensicons-sm expensicons-light-bulb blue"></i> 4380 </div> 4381 <p><strong>Pro-tip: </strong> You can add default tax rates to your workspace categories by heading to <a href="#categories">Categories</a> and clicking the <b>Edit</b> button!</p> 4382 </div> 4383 4384 <div id="taxEditor_fields"> 4385 <div class="taxEditor_field_errorMessage_container message_error hidden"> 4386 <strong>Workspace not saved</strong> 4387 <div class="taxEditor_field_errorMessage"></div> 4388 </div> 4389 4390 <form class="form labels-auto"> 4391 <table id="js_taxEditor_optionsContainer" class="table table-hoverable table-noGaps marginBottom20"> 4392 <thead> 4393 <tr> 4394 <th class="width-30px"></th> 4395 <th class="accountingIcon noPadding textCenter width-10px sorting_disabled"></th> 4396 <th>Name</th> 4397 <th>Value</th> 4398 <% if (!isConnectedTax) { %> 4399 <th>Tax Code</th> 4400 <% } %> 4401 <th class="width-40px textRight"></th> 4402 </tr> 4403 </thead> 4404 <tbody> 4405 </tbody> 4406 </table> 4407 4408 <button class="btn btn-success-outline js_taxEditor_newOption"> 4409 New Option 4410 </button> 4411 </form> 4412 </div> 4413 </div> 4414</script>
4414 4415
4415<script type="text/template" id="template_PolicyEditor_technicalContact" class="js_template"> 4416 <div class="contentCard"> 4417 <div class="contentCard-title"> 4418 <h3>Technical Contact</h3> 4419 </div> 4420 <p>In the event of any connection issues, Expensify will alert the workspace billing owner by email. If you'd prefer to alert an IT administrator instead, please enter their email below.</p> 4421 <div class="form xl-labels rowGaps noMargin"> 4422 <ol> 4423 <li> 4424 <label for="js_policy_technicalContact" class="large">Technical Contact</label> 4425 <input id="js_policy_technicalContact" type="text" size="24" class="large width400 qtip editable optional" placeholder="Email Address" value="<%= technicalContact %>"> 4426 </li> 4427 </ol> 4428 </div> 4429 </div> 4430</script>
4430 4431
4431<script type="text/template" id="template_Popup_PolicySelector_main" class="js_template"> 4432 <div class="reports_popup_inner_tb"> 4433 <span class="submenuheader">Which policy do you want to use for this report?</span> 4434 <ol> 4435 <%= policyList %> 4436 </ol> 4437 </div> 4438</script>
4438 4439
4440<script type="text/template" id="template_Popup_PolicySelector_item" class="js_template"> 4441 <li class="<% if( isSelected ){ %><%- 'depreciated' %><% } %>"> 4442 <div class="link js_report_changePolicy_target" data-policyid="<%- policyID %>"> 4443 <a href="#"> 4444 <%- policyName %> 4445 <% if( showPolicyOwner ){ %> 4446 <br/>[S] Owner: <%- policyOwner %> 4447 <% } %> 4448 </a> 4449 </div> 4450 </li> 4451</script>
4451 4452 4453
4453<script type="text/template" id="template_Pricing_PolicyCards" class="js_template"> 4454 <div class="policyCards pricing threeCards"> 4455 <div class="inner"> 4456 <div class="card"> 4457 <h1><%- teamWord %></h1> 4458 <div class="inner"> 4459 <h3>Quick and simple for startups, non-profits, churches, and student groups.</h3> 4460 <div class="featureList"> 4461 <ul class="checkMarks"> 4462 <li>Basic expense approval</li> 4463 <li>Reimburse online</li> 4464 <li>Sync with QuickBooks and Xero</li> 4465 </ul> 4466 </div> 4467 </div> 4468 4469 <div class="price"> 4470 <h3> 4471 <span class="content"> 4472 <span class="currency-symbol"></span><span class="currency-value-team"></span> 4473 <i class="currencyCode"></i> 4474 </span> 4475 </h3> 4476 <h4> 4477 4478 per active user 4479<br /> 4480 <span class="price-message yearly">Annual commitment, billed monthly</span> 4481 <span class="price-message monthly">No commitment, billed monthly</span> 4482 </h4> 4483 </div> 4484 4485 <div class="bottomButton center"> 4486 <button class="btn btn-success btn-lg js_freeTrialButton js_startTeamTrial"></button> 4487 </div> 4488 </div> 4489 <div class="card policy2 cardMiddle"> 4490 <h1><%- corporateWord %></h1> 4491 <div class="inner"> 4492 <h3>Full featured for sophisticated companies, both big and small.</h3> 4493 <div class="featureList"> 4494 <ul class="checkMarks"> 4495 <li>Everything in <%- teamWord %>, plus:</li> 4496 <li>Advanced workspace enforcement</li> 4497 <li>Corporate card reconciliation</li> 4498 <li>Multi-stage approval workflow</li> 4499 <li>Sync with NetSuite, Sage Intacct, Dynamics, more</li> 4500 </ul> 4501 </div> 4502 </div> 4503 4504 <div class="price"> 4505 <h3> 4506 <span class="content"> 4507 <span class="currency-symbol"></span><span class="currency-value-corporate"></span> 4508 <i class="currencyCode"></i> 4509 </span> 4510 </h3> 4511 <h4> 4512 per active user 4513<br /> 4514 <span class="price-message yearly">Annual commitment, billed monthly</span> 4515 <span class="price-message monthly">No commitment, billed monthly</span> 4516 </h4> 4517 </div> 4518 4519 <div class="bottomButton center"> 4520 <button class="btn btn-success btn-lg js_freeTrialButton js_startCorporateTrial"></button> 4521 </div> 4522 </div> 4523 4524 <div class="card enterprise cardRight"> 4525 <h1>Enterprise</h1> 4526 <div class="inner"> 4527 <h3>Advanced functionality and customization for large, public companies.</h3> 4528 <div class="featureList"> 4529 <ul class="checkMarks"> 4530 <li>Everything in <%- corporateWord %>, plus:</li> 4531 <li>Custom business logic</li> 4532 <li>Sync with Oracle, SAP, FinancialForce PSA</li> 4533 <li>Full ERP integration (CRM, HR, payroll)</li> 4534 <li>Dedicated Success Coach</li> 4535 </ul> 4536 </div> 4537 </div> 4538 4539 <div class="price"> 4540 <h3>Custom</h3> 4541 <h4>active user/month<br />1,000 user min.</h4> 4542 </div> 4543 4544 <div class="bottomButton center"> 4545 <a href="mailto:[email protected]?subject=I am interested by the Enterprise plan&body=Hi," class="btn btn-lg btn-success">Contact Us</a> 4546 </div> 4547 </div> 4548 4549 <div class="clearfix"></div> 4550 </div> 4551 </div> 4552</script>
4552 4553
4554<script type="text/template" id="template_Pricing_PolicyCardsNoEnterprise" class="js_template"> 4555 <div class="policyCards pricing grayCards"> 4556 <div class="inner"> 4557 <div class="card"> 4558 <h1><%- teamWord %></h1> 4559 <div class="inner"> 4560 <h3>Quick and simple for startups, non-profits, churches, and student groups.</h3> 4561 <div class="featureList"> 4562 <ul class="checkMarks"> 4563 <li>Unlimited SmartScans</li> 4564 <li>Basic expense approval</li> 4565 <li>Reimburse online</li> 4566 <li>Sync with QuickBooks and Xero</li> 4567 </ul> 4568 </div> 4569 </div> 4570 4571 <div class="price"> 4572 <h3> 4573 <span class="content"> 4574 <span class="currency-symbol"></span><span class="currency-value-team"></span> 4575 <i class="currencyCode"></i> 4576 </span> 4577 </h3> 4578 <h4> 4579 per active user<br /> 4580 <span class="price-message yearly">Annual commitment, billed monthly</span> 4581 <span class="price-message monthly">No commitment, billed monthly</span> 4582 </h4> 4583 </div> 4584 4585 <div class="bottomButton center"> 4586 <button class="btn btn-success btn-lg js_freeTrialButton js_startTeamTrial"></button> 4587 </div> 4588 </div> 4589 <div class="card policy2 cardRight"> 4590 <h1><%- corporateWord %></h1> 4591 <div class="inner"> 4592 <h3>Full featured for sophisticated companies, both big and small.</h3> 4593 <div class="featureList"> 4594 <ul class="checkMarks"> 4595 <li>Everything in <%- teamWord %>, plus:</li> 4596 <li>Advanced workspace enforcement</li> 4597 <li>Corporate card reconciliation</li> 4598 <li>Multi-stage approval workflow</li> 4599 <li>Sync with NetSuite, Sage Intacct, Dynamics, more</li> 4600 </ul> 4601 </div> 4602 </div> 4603 4604 <div class="price"> 4605 <h3> 4606 <span class="content"> 4607 <span class="currency-symbol"></span><span class="currency-value-corporate"></span> 4608 <i class="currencyCode"></i> 4609 </span> 4610 </h3> 4611 <h4> 4612 per active user<br /> 4613 <span class="price-message yearly">Annual commitment, billed monthly</span> 4614 <span class="price-message monthly">No commitment, billed monthly</span> 4615 </h4> 4616 </div> 4617 4618 <div class="bottomButton center"> 4619 <button class="btn btn-lg btn-success js_freeTrialButton js_startCorporateTrial"></button> 4620 </div> 4621 </div> 4622 4623 <div class="clearfix"></div> 4624 </div> 4625 </div> 4626</script>
4626 4627
4628<script type="text/template" id="template_Pricing_PolicyCardsOnlyCorporate" class="js_template"> 4629 <div class="choiceContainer plan-choiceContainer"> 4630 <div class="choice plan-choice is-full-width has-purple-border"> 4631 <div class="choice__icon"> 4632 <img alt="<%- corporateWord %>" src="<%= CONST.URL.CLOUDFRONT_IMG %>icons/shield--purple.svg"> 4633 </div> 4634 4635 <div class="choice__text"> 4636 <div class="row"> 4637 <div class="textLeft col-xs-12"> 4638 <h2><%- corporateWord %></h2> 4639 </div> 4640 <div class="textRight col-xs-12"> 4641 <div class="plan-choice__price"> 4642 <div class="price-container"> 4643 <span class="price-container__symbol"><span class="currency-symbol"></span></span> 4644 <span class="price-container__dollars"><span class="currency-value-corporate"></span></span> 4645 </div> 4646 </div> 4647 <div class="plan-choice__unit"> 4648 <span>/user/month</span> 4649 </div> 4650 </div> 4651 </div> 4652 4653 <div class="plan-choice__description"> 4654 <p>Expense management for companies that need expense reporting, card management, approvals, and reimbursements.</p> 4655 </div> 4656 4657 <ul class="plan-choice__feature-list checkMarks"> 4658 <li>Everything in <%- teamWord %>, plus:</li> 4659 <li>Advanced workspace enforcement</li> 4660 <li>Corporate card reconciliation</li> 4661 <li>Multi-stage approval workflow</li> 4662 <li>Sync with NetSuite, Sage Intacct, Dynamics, more</li> 4663 </ul> 4664 4665 <div class="bottomButton marginTop20"> 4666 <a href="#" class="btn btn-success btn-lg js_freeTrialButton js_startCorporateTrial"></a> 4667 </div> 4668 </div> 4669 </div> 4670 4671 </div> 4672</script>
4672 4673
4673<script type="text/template" id="template_Report_ApprovePopup_withPolicies" class="js_template"> 4674<div class="reports_popup_inner15"> 4675 <p>Please choose a workspace on which to submit this report:</p> 4676 <p> 4677 <select class="long js_policySelector"> 4678 <%= policyOptionElements %> 4679 </select> 4680 </p> 4681 <div class="marginBottom20"> 4682 <button class="btn btn-success-outline noFloat noMargin" id="js_reportReopenAndSubmitButton">Reopen and submit on workspace</button> 4683 </div> 4684 4685 <div class="bottomMessage js_messageContainer hidden"> 4686 <div class="js_canSharePolicy form labels-auto hidden"> 4687 <input id="approve_closed_share_existing_policy" type="checkbox"> 4688 <label for="approve_closed_share_existing_policy">Share workspace with <%- submitterEmail %> </label> 4689 <div class="message_alert js_alert"> 4690 Head's up: <%- submitterEmail %> is on a different domain than you 4691 and will be allowed to submit reports under this company workspace going forward, are you sure? 4692 </div> 4693 </div> 4694 <div class="js_cannotSharePolicy hidden"> 4695 This user is not in this workspace. 4696 <div class="message_alert js_alert"> 4697 Please reach out to an admin to add this user to the workspace and try again. 4698 </div> 4699 </div> 4700 <div class="js_cannotForwardReport hidden"> 4701 You cannot forward a report submitted on the wrong workspace. 4702 <div class="message_alert js_alert"> 4703 Please reach out to <%- submitterEmail %> to reopen the report and submit it on the correct workspace. 4704 </div> 4705 </div> 4706 </div> 4707</div> 4708</script>
4708 4709
4709<script type="text/template" id="template_Report_Cycle" class="js_template"> 4710 <p class="floatLeft"><strong><%= current %></strong> of <strong><%= total %></strong> reports</p> 4711 <div class="buttonsNextPrev floatLeft marginLeft"> 4712 <button class="btn btn-secondary-outline reportCollectionPrevious collectionPrev expensicons expensicons-caret-left disabled"></button> 4713 <button class="btn btn-secondary-outline reportCollectionNext collectionNext expensicons expensicons-caret-right disabled"></button> 4714 </div> 4715</script>
4715 4716
4716<script type="text/template" id="template_Report_ExpensesTable_detailedWrapper" class="js_template"> 4717 <%= title %> 4718 <%= table %> 4719</script>
4719 4720
4721<script type="text/template" id="template_Report_ExpensesTable_table" class="js_template"> 4722 <table class="table table-noGaps table-reportTable table-compact table-expenseTypeIcons matrixview <%- editable %>"> 4723 <thead> 4724 <%= thead %> 4725 </thead> 4726 <tbody> 4727 <%= tbody %> 4728 </tbody> 4729 <tfoot> 4730 <%= tfoot %> 4731 </tfoot> 4732 </table> 4733</script>
4733 4734
4735<script type="text/template" id="template_Report_ExpensesTable_emptyTable" class="js_template"> 4736 <div class="emptyReport center"> 4737 <div class="emptyReportGif"><img src="<%= CONST.URL.CLOUDFRONT_IMG %>illustrations/emptystate__reports.svg" width="200" height="200" /></div> 4738 <h2><%= title %></h2> 4739 <p><%= message %></p> 4740 </div> 4741</script>
4741 4742
4742<script type="text/template" id="template_Report_header" class="js_template"> 4743 <div id="reportMetaHeader" class="reportWrapper"> 4744 <% if( !_.isEmpty( subStatus ) ){ %> 4745 <div id="report_substatus_container"> 4746 <span class="<%= subStatus %>"><%= Str.UCFirst( subStatus ) %></span> 4747 </div> 4748 <% } %> 4749 <% if( report.isExpenseReport() && report.getPolicy() && hasBeenNudged ){ %> 4750 <div class="promo-link-container"> 4751 <span class="depreciated"><a href="https://use.expensify.com/switching-to-new-expensify">See the future!</a> View this report in our newly designed app.</span> 4752 <button class="btn btn-success-outline" id="report_newdot_take_me_there">Take me there <span class="expensicons expensicons-caret-right"></span></button> 4753 </div> 4754 <% } %> 4755 </div> 4756 4757 <div id="report_status" class="report_status"></div> 4758 4759 <div id="reportpreviewheader" class="reportWrapper"> 4760 4761 <% if( report.isInvoice() ){ %> 4762 <div class="invoice_companyDetails_container"> 4763 <div id="invoice_companyLogo_container" class="textRight"></div> 4764 </div> 4765 <% } %> 4766 4767 <div class="reportTitleHeader title clearfix"> 4768 <div id="reportTitleContainer" class="floatLeft width70"></div> 4769 <% if( report.isExpenseReport() || report.isPaycheck() ){ %> 4770 <div class="floatRight textRight width30"> 4771 <h2 id="reportTotalSpan"></h2> 4772 </div> 4773 <% } %> 4774 </div> 4775 </div> 4776 <!-- close reportpreviewheader --> 4777 4778 <div id="reportGrayBar"> 4779 <% if( report.isExpenseReport() ){ %> 4780 <div id="reportSubTotals" class="floatRight width-35per"> 4781 <h3 id="reportReimbursableSpan" class="subTotalRed hidden qtip-bottom-right"> 4782 Reimbursable: <span id="reimbursableTotal" class="subTotalValue"></span> 4783 </h3> 4784 <h3 id="reportNonReimbursableSpan" class="subTotalRed hidden qtip-bottom-right"> 4785 Non-Reimbursable: <span id="nonReimbursableTotal" class="subTotalValue"></span> 4786 </h3> 4787 <h3 id="reportBillable" class="subTotalRed hidden qtip-bottom-right"> 4788 Billable: <span id="billableTotal" class="subTotalValue"></span> 4789 </h3> 4790 <h3 id="reportTax"></h3> 4791 </div> 4792 <% } %> 4793 4794 <% if( report.isInvoice() ){ %> 4795 <div id="invoice_companyInfo_container"> 4796 <p id="report_invoice_companyInfo" class="placeholder editable"></p> 4797 </div> 4798 <% } %> 4799 4800 <div id="report_invoice_dates_container" class="fieldsContainer floatLeft width-65per"> 4801 <div class="report-from-to clearfix"> 4802 <div class="report-from"> 4803 <div id="fromFieldInReport"></div> 4804 </div> 4805 4806 <div class="report-caret hidden"> 4807 <i class="expensicons expensicons-caret-right expensicons-sm"></i> 4808 </div> 4809 4810 <div class="report-to"> 4811 <div id="toFieldInReport"></div> 4812 </div> 4813 </div> 4814 4815 <% if( report.isInvoice() ){ %> 4816 <div class="report-date report-date-sent clearfix hidden"> 4817 <div class="report-date__icon"> 4818 <i class="expensicons expensicons-calendar expensicons-sm"></i> 4819 </div> 4820 <span class="report-meta__label">Sent</span> 4821 <span class="report-meta__content"></span> 4822 </div> 4823 <div class="report-date report-date-dueby clearfix hidden"> 4824 <div class="report-date__icon"> 4825 <i class="expensicons expensicons-calendar expensicons-sm"></i> 4826 </div> 4827 <span class="report-meta__label">Due By</span> 4828 <span class="report-meta__content"></span> 4829 </div> 4830 <div class="report-date report-date-paid clearfix hidden"> 4831 <div class="report-date__icon"> 4832 <i class="expensicons expensicons-calendar expensicons-sm"></i> 4833 </div>
4834 <span class="report-meta__label">Paid</span> 4835 <span class="report-meta__content"></span> 4836 </div> 4837 <% } %> 4838 4839 <% if( report.isExpenseReport() ){ %> 4840 <div class="report-date clearfix"> 4841 <div class="report-date__icon"> 4842 <i class="expensicons expensicons-calendar expensicons-sm"></i> 4843 </div> 4844 <span class="report-meta__label">Date</span> 4845 <span id="expenseDates" class="report-meta__content"></span> 4846 </div> 4847 <% } %> 4848 </div> 4849 4850 <div class="clearfix"></div> 4851 4852 </div> 4853</script>
4853 4854
4854<script type="text/template" id="template_Report_Main" class="js_template"> 4855 <div class="report-main"> 4856 <div class="page-header page-header--buttons-lg"> 4857 <div id="report_top_cycle_container" class="floatRight lineHeightInput"></div> 4858 <div id="report_review_progress_container"></div> 4859 <div id="report_action_buttons_container" class="buttons_container"></div> 4860 <div id="report_details"></div> 4861 </div> 4862 4863 <div id="smart_reports_advert_container" class="message_hint hidden"> 4864 <span id="smart_reports_advert_title"></span> 4865 <span id="smart_reports_advert_text"></span> 4866 <span id="smart_reports_advert_tagline"></span> 4867 </div> 4868 4869 <div class="message_alert marginTop <%= UI.HIDDEN %>" id="message_setup"></div> 4870 <div id="report_next_step_container"></div> 4871 <div id="report_body"> 4872 <div id="reportpreview"> 4873 4874 <div id="reportHeaderContainer"></div> 4875 4876 <div id="reportFieldsWrapper"> 4877 <div id="reportFieldsContainer"></div> 4878 <div class="clearfix"></div> 4879 </div> 4880 4881 <div class="reportWrapper"> 4882 <div id="report_expenses_table"></div> 4883 </div> 4884 4885 <div class="reportWrapper"> 4886 <div class="floatWrapper marginTop reportMessages"> 4887 <div id="reportViolations" class="floatLeft hidden"></div> 4888 <div id="reportNotes" class="floatRight hidden"></div> 4889 <div class="clearfix"></div> 4890 </div> 4891 </div> 4892 4893 <div id="reportInvoiceNotesContainer" class="reportWrapper hidden"></div> 4894 4895 <div class="reportWrapper"> 4896 <div id="reportLog"></div> 4897 </div> 4898 4899 <div id="report_receipts_and_attachments_container" class="clearfix"></div> 4900 </div> 4901 </div> 4902 </div> 4903</script>
4903 4904
4904<script type="text/template" id="template_Report_NextStepWidget" class="js_template"> 4905 <div class="next-steps"> 4906 <h4><%= title %></h4> 4907 <%= message %> 4908 <% if (showUndoSubmit) { %> 4909 <button class="btn btn-primary-outline text-center reportCollectionUndo"> 4910 Retract 4911 </button> 4912 <% } %> 4913 <div class="notice small"></div> 4914 </div> 4915</script>
4915 4916
4916<script type="text/template" id="template_Report_NextStepWidgetNotification" class="js_template"> 4917 <div class="marginTop"> 4918 <span class="vAlignMiddle marginRight10"> 4919 <strong><%= title %> </strong> 4920 <%= message %> 4921 </span> 4922 </div> 4923</script>
4923 4924
4924<script type="text/template" id="template_Report_Markup" class="js_template"> 4925 <div id="report_markup_container"> 4926 <p>Mark up:</p> 4927 <div class="input-append form"> 4928 <input type="number" value="" id="report_markup"/> 4929 <span class="add-on">%</span> 4930 </div> 4931 </div> 4932 <div id="report_markup_warning" class="hidden message_hint topNotch marginTop20">Mark up is only applied to expenses that are flagged for "Mark Up" <a href="https://community.expensify.com/discussion/4825/how-to-create-and-send-invoices" target="_blank" rel="noopener noreferrer">Learn more</a>.</div> 4933</script>
4933 4934
4934<script type="text/template" id="template_Report_ViolationPopover" class="js_template"> 4935 <div class="popover report-popover js_report-popover" role="tooltip"> 4936 <div class="arrow"></div> 4937 <h3 class="popover-title"></h3> 4938 <div class="popover-content"></div> 4939 </div> 4940</script>
4940 4941
4942<script type="text/template" id="template_Report_ViolationPopoverContentTransaction" class="js_template"> 4943 <% if (thumbnail) { %> 4944 <img class="zoomReceipt" src="<%= thumbnail %>" data-zoom-image="<%= largeImage %>"> 4945 <% } %> 4946 <% if (doubleCheck && thumbnail) { %> 4947 <div class="doublecheck-status"> 4948 <div class="doublecheck-status__icon"> 4949 <div class="<%= doubleCheck.icon %>"></div> 4950 </div> 4951 <div class="doublecheck-status__text <%= doubleCheck.color %>"> 4952 <strong><%= doubleCheck.status %></strong> 4953 </div> 4954 </div> 4955 <div class="section-title <%= doubleCheck.color%>"> 4956 <strong>Receipt Audit: </strong> 4957 </div> 4958 <% if (doubleCheck && doubleCheck.messages.length) { %> 4959 <ol> 4960 <% _.each(doubleCheck.messages, function (message) { %> 4961 <li> <%= message %> </li> 4962 <% }) %> 4963 </ol> 4964 <% } %> 4965 <% } %> 4966 <% if (violations.length) { %> 4967 <span class="section-title red">Violations:</span> 4968 <ol> 4969 <% _(violations).each(function(v){ %> 4970 <% if (v.getName() === PolicyViolation.NAMES.AUTOREPORTED_REJECTED_EXPENSE) { %> 4971 <li><%= v.getGenericMessage() %></li> 4972 <% } else { %> 4973 <li><%- v.getUserMessage() %></li> 4974 <% } %> 4975 <% }) %> 4976 </ol> 4977 <% } %> 4978 4979 <% if (notices.length) { %> 4980 <span class="section-title yellow">Notes:</span> 4981 <ol> 4982 <% _(notices).each(function(n){ %> 4983 <li> 4984 <%= n.getUserMessage() %> 4985 <% if (n.getName() === PolicyViolation.NAMES.RECEIPT_NOT_SMART_SCANNED) { %> 4986 <a href="https://community.expensify.com/discussion/5541/deep-dive-what-is-smartscan-and-how-it-works/" target="_blank" rel="noopener noreferrer" class="help_link" data-toggle="tooltip" title="Learn more about SmartScan"></a> 4987 <% } %> 4988 </li> 4989 <% }) %> 4990 </ol> 4991 <% } %> 4992 4993 <div class="review-actions marginTop20"> 4994 <% if (!hideReject) { %> 4995 <button class="btn btn-danger-outline js_toggle_reject_form">Reject</button> 4996 <% } %> 4997 <button class="btn btn-primary-outline js_edit">View</button> 4998 <button class="btn btn-success-outline js_next <%= UI.HIDDEN %>">Submit</button> 4999 <div class="clearfix"><div> 5000 <% if (!hideReject) { %> 5001 <div class="form <%= UI.HIDDEN %>" id="guided-review-reject-form"> 5002 <label class="sr-only" for="editTransaction_rejectComment">Description</label> 5003 <input type="text" class="reject-comment-input" id="editTransaction_rejectComment" name="comment" placeholder="Comment"/> 5004 <button class="btn btn-danger-outline noFloat noMargin js_reject">Reject</button> 5005 <button class="btn btn-secondary-outline noFloat noMargin js_toggle_reject_form">Cancel</button> 5006 </div> 5007 <% } %> 5008 </div> 5009</script>
5009 5010 5011
5012<script type="text/template" id="template_Report_ViolationPopoverContentReportField" class="js_template"> 5013 <% _.each(violations, function (v) { %> 5014 <%= v.getGenericMessage() %> 5015 <% }) %> 5016 5017 <div class="review-actions marginTop20"> 5018 <button class="btn btn-primary-outline js_next <%= UI.HIDDEN %>">Next</button> 5019 <button class="btn btn-primary-outline js_finish <%= UI.HIDDEN %>">Finish</button> 5020 <button class="btn btn-primary-outline js_fix <%= UI.HIDDEN %>">Fix</button> 5021 <div class="clearfix"></div> 5022 </div> 5023</script>
5023 5024
5025<script type="text/template" id="template_Report_ViolationPopoverTitle" class="js_template"> 5026 Item <span class="js_violation_index"></span> of <span class="js_violation_total"></span> 5027</script>
5027 5028
5028<script type="text/template" id="template_Reports_main" class="js_template"> 5029 <div class="page-header"> 5030 <div class="buttons_container floatRight"> 5031 <div id="newReportButton" class="floatLeft"></div> 5032 <button id="button_bulkButton" class="btn btn-primary-outline dropdown hidden">Bulk Actions</button> 5033 <button id="button_dewBulkButton" class="btn btn-primary-outline hidden">Bulk Approve</button> 5034 <button id="button_exportButton" class="btn btn-primary-outline dropdown" title="Select the reports below that you'd like to export">Export to</button> 5035 <button id="button_deleteReports" class="btn btn-danger-outline expensicons expensicons-trashcan hidden"></button> 5036 </div> 5037 <div class="page-title"> 5038 <h1>Reports</h1> 5039 </div> 5040 </div> 5041 5042 <div id="reportsContainer" class="tableContainer"></div> 5043 <div id="reports_pagination_container_bottom" class="pagination-bar-bottom"></div> 5044</script>
5044 5045
5045<script type="text/template" id="template_Reports_paginationControl" class="js_template"> 5046 <div class="pagination-bar"> 5047 <div class="pagination-bar__pages"> 5048 <label for="pages" class="js_label"></label> 5049 <span class="btn-group"> 5050 <button class="btn btn-secondary-outline expensicons expensicons-caret-left disabled js_previous"></button> 5051 <button class="btn btn-secondary-outline expensicons expensicons-caret-right disabled js_next"></button> 5052 </span> 5053 </div> 5054 </div> 5055</script>
5055 5056
5056<script type="text/template" id="template_Reports_side" class="js_template"> 5057 <div id="reports_pagination_container"></div> 5058 <div id="reportsFilter" class="clearfix"></div> 5059</script>
5059 5060
5060<script type="text/template" id="template_PromoCode_Form" class="js_template"> 5061 <div class="marginBottom40"> 5062 <h3>Expensify Code (Optional)</h3> 5063 5064 <p class="js_promoCodeMessage"></p> 5065 <form id="enterPromoCodeForm" class="form marginTop20 marginBottom"> 5066 <div class="relative floatLeft marginRight5"> 5067 <input type="text" id="promoCodeInput" class="medium" /> 5068 <i id="promoCodeResultIcon" class="hidden expensicons small inputIndicator"></i> 5069 </div> 5070 <button id="validatePromoCodeButton" class="btn btn-success-outline">Validate</button> 5071 <div class="clearfix"></div> 5072 </form> 5073 5074 <p id="promoCodeValidateMessage" class="message_hint topNotch inlineBlock hidden"></p> 5075 </div> 5076 5077</script>
5077 5078
5078<script type="text/template" id="template_Setting_DelegatedAccess" class="js_template"> 5079 5080<div class="contentCard"> 5081 <div class="contentCard-title"> 5082 <h3>Copilot: Delegated Access</h3> 5083 </div> 5084 5085 <p>Everyone needs someone to watch their back. With Copilot, other users can access your account and help you submit your monthly expenses.</p> 5086 5087 <div class="icon-message"> 5088 <div class="icon-message__icon"> 5089 <i class="expensicons expensicons-sm expensicons-error-circle yellow"></i> 5090 </div> 5091 <p> 5092 <strong>Warning:</strong> Only add people you trust as Copilots. They have full access to your account! <a href="https://community.expensify.com/discussion/5539/deep-dive-what-is-a-copilot-what-are-the-different-types/" rel="help" title="Copilot help page" target="_blank">Learn more...</a> 5093 </p> 5094 </div> 5095 5096 <div id="delegateAccessInviteForm"> 5097 <div class="contentCard-addFooter marginTop20"> 5098 <h4>Add a Copilot</h4> 5099 <ol class="form one-line clearfix"> 5100 <li> 5101 <span class="lineHeightInput">Email or Phone:</span> 5102 </li> 5103 <li> 5104 <input type="text" name="delegatedAccessEmail" id="delegatedAccessEmail" class="long" placeholder="e.g. [email protected] or +15005550006"/> 5105 </li> 5106 <li> 5107 <select id="js_delegatedAccessRole" class="medium"> 5108 <% for( var role in roles ){ %> 5109 <option value="<%= roles[ role ] %>"> 5110 <%= DelegatedAccessUtils.translateRole( roles[ role ] ) %> 5111 </option> 5112 <% } %> 5113 </select> 5114 </li> 5115 <li class="submit"> 5116 <button id="delegatedAccessButton" class="btn btn-success-outline">Add Copilot</button> 5117 </li> 5118 </ol> 5119 <div class="errorText"></div> 5120 </div> 5121 </div> 5122 5123 <div id="delegateAccessGranted"></div> 5124 5125 <div id="wingmanAccessContainer" class="hidden"> 5126 <hr class="hr20"> 5127 5128 <div id="delegateAccessReceived"></div> 5129 </div> 5130</div> 5131 5132</script>
5132 5133
5133<script type="text/template" id="template_Settings_Rules_rule" class="js_template"> 5134 <li id="rule_<%= ruleID %>" class="rule"> 5135 <div class="floatRight controlButtons"> 5136 <button class="btn btn-primary-outline expensicons expensicons-pencil js_editRule" data-id="<%= ruleID %>" /> 5137 <button class="btn btn-danger-outline expensicons expensicons-trashcan marginLeft5 js_removeRule" data-id="<%= ruleID %>" /> 5138 </div> 5139 5140 <div class="ruleHeader"> 5141 <p class="noMargin">If the merchant contains <span class="merchantToMatch">"<%- merchantToMatch %>"</span> then change:</p> 5142 </div> 5143 5144 <ul> 5145 <%= rules %> 5146 </ul> 5147 </li> 5148</script>
5148 5149
5150<script type="text/template" id="template_Settings_Rules_item" class="js_template"> 5151 <li><span><%=property%></span> to <b><%-value%></b></li> 5152</script>
5152 5153
5153<script type="text/template" id="template_Settings_main" class="js_template"> 5154 <div id="settingsPanes" class="panes"> 5155 <!-- Account Tab --> 5156 <div class="settings_box"> 5157 <div class="page-header"> 5158 <h1> 5159 <span class="hide-for-embedded">Account<i class="expensicons expensicons-caret-right"></i></span><span class="sub-title">Profile</span> 5160 </h1> 5161 </div> 5162 5163 <div id="emailDeliveryFailure_container"></div> 5164 5165 <div id="settings_userDetailsSection"></div> 5166 5167 <div id="settings_twoFactorAuthSection"></div> 5168 <div id="settings_deviceManagement" class="contentCard hidden"> 5169 <div class="contentCard-title collapsed" data-toggle="collapse" data-target="#settings_deviceManagement_content" aria-expanded="false"> 5170 <h3>Device Management</h3> 5171 </div> 5172 <div id="settings_deviceManagement_content"> 5173 <p>Manage all the devices that you have logged into with your Expensify Account <a id="settings_devices" class="help_link" href="https://help.expensify.com/articles/expensify-classic/settings/Manage-Devices" target="_blank" rel="noopener noreferrer"></a></p> 5174 <div id="deviceTableContainer"></div> 5175 </div> 5176 </div> 5177 5178 <div class="contentCard secondaryLogin"> 5179 <div class="contentCard-title"> 5180 <h3>Contact Methods <a id="settings_secondary" class="help_link" href="https://help.expensify.com/articles/expensify-classic/settings/Managing-Primary-and-Secondary-Logins-in-Expensify" target="_blank" rel="noopener noreferrer"></a></h3> 5181 </div> 5182 <div class="floatWrapper"> 5183 <button id="add_login" class="btn btn-primary-outline floatLeft marginBottom">Add Contact Method</button> 5184 </div> 5185 <div id="loginTableContainer"></div> 5186 </div> 5187 5188 5189 5190 <div class="contentCard"> 5191 <div class="contentCard-title"> 5192 <h3>Merge Accounts <a id="settings_merge" class="help_link" href="https://community.expensify.com/discussion/5678/deep-dive-secondary-login-merge-accounts-what-does-this-mean" target="_blank" rel="noopener noreferrer"></a></h3> 5193 </div> 5194 5195 <form id="mergeform" class="form xl-labels rowGaps"> 5196 <ol> 5197 <li><label for="into">Email or Phone to merge <i>into</i></label> 5198 <input type="text" disabled="disabled" value="" id="into" class="large longer js_merge_into_email"> 5199 </li> 5200 <li class="js_merge_email"> 5201 <label for="email">Email or Phone to merge <i>from</i></label> 5202 <input class="required large longer js_merge_email" type="text" name="managerEmail" id="email" autocomplete="new-password" required /> 5203 <div class="js_merge_email_error error-red paddingTop5"></div> 5204 </li> 5205 <li class="checkbox"> 5206 <label for="merge_accounts_confirm" class="checkbox"> 5207 <input id="merge_accounts_confirm" type="checkbox" name="confirm" class="required" /> 5208 Yes, I understand this is not reversible. 5209 </label> 5210 </li> 5211 <li class="submit"> 5212 <button id="merge_accounts_button" class="btn btn-primary-outline btn-lg disabled">Merge Accounts</button> 5213 </li> 5214 </ol> 5215 </form> 5216 </div> 5217 5218 5219 5220 5221 <div class="contentCard <%- deleteAccountSectionClass %>"> 5222 <div class="contentCard-title"> 5223 <h3>Close Account <a id="settings_delete" class="help_link" href="https://community.expensify.com/discussion/4520/how-to-close-your-account" target="_blank" rel="noopener noreferrer"></a></h3> 5224 </div> 5225 5226 <form action="user" method="POST" class="form xl-labels rowGaps"> 5227 <ol> 5228 <li> 5229 <label for="deletemessage" class="lineHeightInherit">We'd hate to see you go. Would you kindly tell us why, so we can improve?</label> 5230 <textarea cols="40" rows="3" id="deletemessage" name="message" class="longer"></textarea> 5231 </li> 5232 <li class="submit"> 5233 <button id="deletesubmit" class="btn btn-danger-outline btn-lg">Close My Account</button> 5234 </li> 5235 <input name="csrfToken" type="hidden" value=""/> 5236 </ol> 5237 </form> 5238 </div> 5239 </div> 5240 5241 <!-- Preferences Tab --> 5242 <div class="settings_box"> 5243 <div class="page-header"> 5244 <h1>
5245 <span class="hide-for-embedded">Account<i class="expensicons expensicons-caret-right"></i></span><span class="sub-title">Preferences</span> 5246 </h1> 5247 </div> 5248 <div class="icon-message"> 5249 <p>Canât find the setting you need? Check out your 5250 <a href='admin_policies?param=%7B"section":"individual"%7D'>Individual</a> or 5251 <a href="admin_policies">Group</a> Policy settings! 5252 </p> 5253 </div> 5254 5255 <div class="contentCard"> 5256 <div class="contentCard-title"> 5257 <h3>Custom Unit Tracking <a id="settings_units" href="https://community.expensify.com/discussion/5103/how-to-create-and-use-custom-units/p1?new=1" target="_blank" rel="noopener noreferrer"></a></h3> 5258 </div> 5259 <div class="floatWrapper"> 5260 <button class="btn btn-success-outline floatLeft marginBottom" id="settings_addUnit">New Unit</button> 5261 </div> 5262 <br/> 5263 <div id="unitTableContainer"></div> 5264 </div> 5265 5266 <div class="contentCard"> 5267 <div class="contentCard-title"> 5268 <h3>CSV Export Formats <a id="settings_csvExportHelp" class="help_link" href="https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates" target="_blank" rel="noopener noreferrer"></a></h3> 5269 </div> 5270 5271 <a href="/csvExport" class="btn btn-success-outline">New Export Format</a> 5272 <div id="settings_csvExport_formatContainer" class="marginTop"></div> 5273 </div> 5274 5275 <div class="contentCard"> 5276 <div class="contentCard-title"> 5277 <h3>Timezone <a id="settings_timeZoneHelp" class="help_link" href="https://community.expensify.com/discussion/6530/how-to-set-your-time-zone-for-report-history-comments" target="_blank" rel="noopener noreferrer"></a></h3> 5278 </div> 5279 <div id="settings_timeZone"></div> 5280 </div> 5281 5282 <div class="contentCard"> 5283 <div class="contentCard-title"> 5284 <h3> 5285 Contact Preferences 5286 <a id="settings_contactPreferencesHelp" class="help_link" href="https://community.expensify.com/discussion/5651/deep-dive-best-practices-when-youre-running-into-trouble-receiving-emails-from-expensify" target="_blank" rel="noopener noreferrer"></a> 5287 </h3> 5288 </div> 5289 <form class="form labels-auto"> 5290 Yes, contact me with: 5291 <ol> 5292 <li> 5293 <input type="checkbox" id="email_reminders" value="true" /> 5294 <label for="email_reminders">Outstanding report tasks or status updates (such as when my reports are rejected)</label> 5295 </li> 5296 <li> 5297 <input type="checkbox" id="subscribed" value="true" /> 5298 <label for="subscribed">Receive relevant feature updates and Expensify news</label> 5299 </li> 5300 </ol> 5301 </form> 5302 </div> 5303 5304 <!-- Scan preference --> 5305 <div class="contentCard"> 5306 <div class="contentCard-title"> 5307 <h3><label for="receiptOCR">SmartScanning</label> 5308 <div class="onoffswitch-wrapper marginLeft10"> 5309 <input type="checkbox" id="receiptOCR" class="onoffswitch-checkbox" value="true" /> 5310 <label class="onoffswitch-label" for="receiptOCR"> 5311 <span class="onoffswitch-inner"></span> 5312 <span class="onoffswitch-switch"></span> 5313 </label> 5314 </div> 5315 </h3> 5316 </div> 5317 <div class="js_defaultSmartScanBanner"> 5318 <p>Manual entry? Forget it! SmartScan analyzes your receipts and automatically creates an expense with 5319 the date, merchant, and amount. If you've already imported your credit or bank card into your 5320 account, SmartScan will auto-match the receipt with the associated expense, meaning no extra 5321 work for you. 5322 <a href='https://community.expensify.com/discussion/5541/deep-dive-what-is-smartscan-and-how-it-works' target='_blank' rel='noopener noreferrer'>Learn more...</a> 5323 </p> 5324 </div> 5325 <div class="s_smartScanEverythingBanner hidden"> 5326 <div class="icon-message"> 5327 <div class="icon-message__icon"> 5328 <i class="expensicons expensicons-sm expensicons-error-circle yellow"></i> 5329 </div> 5330 <p> 5331 <strong>Heads up!</strong> Your active workspace <strong><%- Policy.getActive().getName() %></strong> has SmartScan enabled which is overriding your personal SmartScan settings. Any expenses submitted on this workspace will be scanned and verified for accuracy. 5332 <a href="https://community.expensify.com/discussion/5738/deep-dive-how-does-concierge-receipt-audit-work" target="_blank" rel="noopener noreferrer">Learn more...</a> 5333 </p> 5334 </div> 5335 </div> 5336 <p>If enabled, incoming receipts will be SmartScanned on upload.</p> 5337 </div> 5338 5339 <!-- Current credit information --> 5340 <div id="settings_limitedSmartScans" class="contentCard hidden"> 5341 <div class="contentCard-title"> 5342 <h3>SmartScan Status</h3> 5343 </div> 5344 5345 <div class="icon-message"> 5346 <div class="icon-message__icon"> 5347 <i class="expensicons expensicons-sm expensicons-error-circle yellow"></i> 5348 </div> 5349 <p>Your account is currently limited to <%= SubscriptionUtils.getFreeSmartScans() %> free SmartScans each month.</p> 5350 </div> 5351 5352 <p>Free SmartScans remaining: <span id="settings_freeScanCount">0</span></p> 5353 </div> 5354 </div> 5355 5356 <!-- Expense Rules Tab--> 5357 <div class="settings_box"> 5358 <div class="page-header"> 5359 <h1>
5360 <span class="hide-for-embedded">Account<i class="expensicons expensicons-caret-right"></i></span><span class="sub-title">Expense Rules</span> 5361 </h1> 5362 </div> 5363 5364 <div class="contentCard hidden" id="settings_rulesContainer"> 5365 <div class="contentCard-title"> 5366 <h3>Expense Rules <a id="settings_rulesHelp" class="help_link" href="https://help.expensify.com/articles/expensify-classic/expenses/Expense-Rules" target="_blank" rel="noopener noreferrer"></a></h3> 5367 </div> 5368 <p>If youâre always expensing from the same merchant, create an Expense Rule. The rule will auto complete category, tag, and other changes to your future expenses with that merchant.</p> 5369 <div class="clearfix"> 5370 <button class="btn btn-success-outline floatLeft marginBottom" id="settings_addRule">New Rule</button> 5371 </div> 5372 <div id="settings_rulesDuplicateWarning" class="alertsBanner"> 5373 <p>You have multiple rules for the same merchant name. Most of the time you just need one rule for a specific merchant name, 5374 so please check if there are unnecessary duplicated rules that you can remove.</p> 5375 <p id="rulesDuplicateWarningParagraph"></p> 5376 </div> 5377 <ol id="settings_rules"></ol> 5378 </div> 5379 </div> 5380 5381 <!-- Credit Cards Tab --> 5382 <div class="settings_box"> 5383 <div class="page-header"> 5384 <h1> 5385 <span class="hide-for-embedded">Account<i class="expensicons expensicons-caret-right"></i></span><span class="sub-title">Credit Cards and Transaction Feeds <a id="settings_creditCards" target="_blank" rel="noopener noreferrer" href="https://community.expensify.com/discussion/5689/deep-dive-is-a-direct-connection-the-best-option/"><i class="expensicons expensicons-question-mark-circle"></i></a></span> 5386 </h1> 5387 </div> 5388 5389 <div class="contentCard"> 5390 <!-- Personal CC Header and Table --> 5391 <div id="personalCardsSection"></div> 5392 </div> 5393 5394 <div id="settings_reimbursementAccountsSection"></div> 5395 <div id="settings_alternativeAccountsSection"></div> 5396 <div id="settings_shared_withdrawal_accounts"></div> 5397 5398 <!-- TODO: remove this when the dialog for settings is completed --> 5399 <div id="settings_card_container" class="contentCard <%= UI.HIDDEN %>"> 5400 <div class="contentCard-title"> 5401 <h3><span id="settings_card_cardName"></span></h3> 5402 </div> 5403 <input type="hidden" id="settings_card_currentCardID" /> 5404 <div id="settings_card_message"></div> 5405 <div id="settings_card_contents"> 5406 <button class="btn btn-success-outline marginTop marginBottom" id="settings_card_fixUpdate">Update</button> 5407 <!-- Card Name --> 5408 <h3>Rename Card</h3> 5409 <ol class="form one-line clearfix"> 5410 <li> 5411 <input type="text" id="settings_card_visibleName" /><br/> 5412 <p> Original name: <span id="settings_card_originalName"></span></p> 5413 </li> 5414 <li> 5415 <button class="btn btn-success-outline" id="settings_card_renameSubmit">Rename</button> 5416 </li> 5417 </ol> 5418 <!-- Card Reimbursablility --> 5419 <h3>Update Card Status</h3> 5420 <ol class="form one-line clearfix"> 5421 <li> 5422 <input type="checkbox" name="reimbursable" id="settings_card_reimbursable" /> 5423 <label for="reimbursable">Reimbursable</label> 5424 </li> 5425 <li> 5426 <button class="btn btn-success-outline" id="settings_card_reimbursableSubmit">Update</button> 5427 </li> 5428 </ol> 5429 </div> 5430 </div> 5431 </div> 5432 5433 <!-- Reimbursement Tab --> 5434 <div class="settings_box"> 5435 <div class="page-header"> 5436 <h1>
5437 <span class="hide-for-embedded">Account<i class="expensicons expensicons-caret-right"></i></span><span class="sub-title">Subscription</span> 5438 </h1> 5439 </div> 5440 5441 <!-- Billing Section --> 5442 <div id="settings_billingSection" class="contentCard"> 5443 <div id="settings_subscriptionSection"></div> 5444 <div id="settings_billingPanel" class="marginBottom40"> 5445 <div class="contentCard-title"> 5446 <h3>Payments <a id="settings_billing" href="https://community.expensify.com/discussion/4482/how-to-update-payment-details" target="_blank" rel="noopener noreferrer" class="help_link"></a></h3> 5447 </div> 5448 <div id="settings_billingExpensifyCard" class="alertsBanner alertsBanner topAlert alertsBanner-hint hidden"> 5449 Note: Your Expensify Card will be charged for any Group workspaces. Your payment card will be charged for any Individual workspaces. 5450 </div> 5451 5452 <div id="settings_usesDomainBillingContainer" class="hidden"></div> 5453 5454 <div id="settings_billingCardContainer"> 5455 <div id="settings_noBillingCard"> 5456 <center class="contentCard-empty"> 5457 <img alt="" src="https://d2k5nsl2zxldvw.cloudfront.net/images/illustrations/emptystate__paymentcard.svg" width="200" height="200"> 5458 <div class="marginBottom30"> 5459 <h2>Add Payment Card</h2> 5460 <p>Let's make this official â just add a card to get started!</p> 5461 </div> 5462 <div> 5463 <button class="btn btn-lg btn-success marginBottom settings_addBillingCard">Add Payment Card</button> 5464 </div> 5465 </center> 5466 </div> 5467 5468 <!-- We need to hide the panelCard below when there is no card added --> 5469 <div id="settings_billingCardInfo"> 5470 <div class="panelCard-container"> 5471 <div class="panelCard is-half"> 5472 <div class="panelCard-header panelCard-header--neutral"> 5473 <div class="headerText">Payment Card</div> 5474 <i class="marginRight expensicons expensicons-credit-card"></i> 5475 </div> 5476 5477 <div class="panelCard-inner"> 5478 <div id="settings_billingAlertBannerContainer"> 5479 </div> 5480 <div id="settings_retryBillingZeroBalance" class="alertsBanner topAlert hidden"> 5481 <p class="marginBottom">Although your balance is zero, you can retry billing for others on your domain who have an outstanding balance.</p> 5482 <button id="settings_retryBillingButtonZeroBalance" class="btn btn-primary-outline">Retry Billing</button> 5483 </div> 5484 <div id="settings_billingExpiredContainer" class="alertsBanner topAlert"> 5485 <strong>Heads up!</strong> <span id="settings_billingExpirationMessage"></span></span> 5486 </div> 5487 5488 <div class="card-image"> 5489 <div class="image"></div> 5490 </div> 5491 <div class="fieldGroup"> 5492 <div class="fieldLabel">Name On Card</div> 5493 <div class="bankAccountName"> 5494 <div id="settings_billing_name"></div> 5495 </div> 5496 </div> 5497 5498 <div class="fieldGroup"> 5499 <button id="settings_billing_changeCard" class="floatRight btn btn-primary-outline settings_addBillingCard">Change Payment Card</button> 5500 <div class="fieldLabel">Card Number</div> 5501 <div id="settings_billing_cardNumber"></div> 5502 </div> 5503 5504 <div class="fieldGroup"> 5505 <div class="fieldLabel">Expiration</div> 5506 <div id="settings_billing_expiration"></div> 5507 </div> 5508 5509 <div id="settings_balance" class="fieldGroup"> 5510 <div class="fieldLabel">Balance</div> 5511 <div id="settings_amountDue"></div> 5512 </div> 5513 5514 <div id="settings_billing_change_currency_section" class="hidden"> 5515 <div id="settings_billingCurrencyContainer"></div> 5516 </div> 5517 5518 <div id="settings_retryBillingContainer" class="marginTop"> 5519 <div id="settings_retryBillingMessage"></div> 5520 <button id="settings_retryBillingButton" class="btn btn-primary-outline marginTop">Retry Billing</button> 5521 <div id="settings_retryBillingSpinner"></div> 5522 </div> 5523 5524 <div id="settings_authenticateBilling
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5838<script type="text/template" id="template_Admin_Policies_Container" class="js_template"> 5839 <div id="admin_policy_banner_container"></div> 5840 <div id="admin_policy_table_container"></div> 5841</script>
5841 5842 <!-- This file will be removed after Stripe Connect beta is no longer needed. -->
5843<script type="text/template" id="template_Dialog_AchReimburse_main" class="js_template"> 5844 <div id="dialog_newACH" class=""> 5845 <div id="reimbursementDialogBanner" class="dialogHero"> 5846 <% if (!isInvoiceOrBill) { %> 5847 <div class="calendarBox"> 5848 <div class="calendarBox-month"></div> 5849 <div class="calendarBox-number"></div> 5850 </div> 5851 <% } %> 5852 <div class="dialogHeroText"> 5853 <h2 class="js_reimbursementBannerTitle"></h2> 5854 <p class="js_reimbursementBannerText"></p> 5855 </div> 5856 </div> 5857 5858 <div class="dialog_wrapper"> 5859 5860 <div class="clearfix marginTop marginBottom30"> 5861 <div class="width-60per floatLeft js_reimbursementForm"> 5862 <!-- List of bank accounts --> 5863 <div id="js_chooseBankAccountMessageBox" class="message message_alert hidden"> 5864 <p id="js_chooseBankAccountMessage"></p> 5865 </div> 5866 <h3 class="marginBottom"> 5867 <% if (isInvoiceOrBill) { %> 5868 Which account should we use for this bill? 5869 <% } else { %> 5870 Which account should we draw from? 5871 <% } %> 5872 </h3> 5873 <div class="js_bankAccountList"></div> 5874 </div> 5875 5876 <div id="reimbursementDetails" class="width-40per floatLeft"> 5877 <h3 class="marginBottom marginLeft10">Details:</h3> 5878 <ul id="sameAccountWarning" class="paddedList marginBottom hidden"> 5879 <li class="message_alert noMargin"> 5880 <h3><span class="expensicons expensicons-error-circle expensicons-sm yellow"></span> We can't reimburse this</h3> 5881 <p>It looks like you are trying to reimburse to the same bank account as the withdrawal bank account. Please make sure to select a different bank account to reimburse from, or ask the submitter to change their default reimbursement bank account.</p> 5882 </li> 5883 </ul> 5884 <ul id="regularDetails" class="paddedList"> 5885 <li class="highlighted lineHeightInput"> 5886 <div class="floatRight"> 5887 <h2 class="js_reportAmount"></h2> 5888 </div> 5889 <span class="depreciated">Report Total</span> 5890 </li> 5891 <li id="timeEstimateSection"> 5892 <div class="floatRight"> 5893 <span class="js_timeEstimate"></span> 5894 </div> 5895 <span class="depreciated">Estimated Delivery </span> 5896 <a href="https://community.expensify.com/discussion/5634/deep-dive-how-long-will-it-take-for-me-to-receive-my-reimbursement/" class="dialogHelpLink" target="_blank" rel="noopener noreferrer">Learn more about ACH processing.</a> 5897 </li> 5898 <li id="employeeAccountNotSetup" class="hidden message_hint topNotch marginTop20"> 5899 <p>Heads up: <span id="employeeEmail"></span> hasn't set up their ACH account yet, but we'll reimburse this when they do.</p> 5900 </li> 5901 <li class="js_ACHLimitSection hidden"> 5902 <div class="floatRight"> 5903 <span class="js_achLimit"></span> 5904 </div> 5905 <span class="depreciated">Individual Report ACH Limit</span> 5906 <div class="expensicons expensicons-error-circle expensicons-sm yellow inlineBlock" data-toggle="tooltip" title="The ACH limit has been reached."></div> 5907 </li> 5908 </ul> 5909 </div> 5910 </div> 5911 5912 <div> 5913 By clicking <strong>Accept Terms</strong>, I accept the <a href="https://use.expensify.com/achterms" target="_blank" rel="noopener noreferrer">terms and conditions</a>. 5914 </div> 5915 5916 <div class="dialogFooter textRight"> 5917 <button class="btn btn-primary-outline reports_popup_pay_mark"> 5918 I'll do it manually â just mark as <% isInvoiceOrBill ? 'paid' : 'reimbursed' %> 5919 </button> 5920 <button class="btn btn-success-outline js_reimburse"> 5921 Accept Terms & 5922 <% if (isInvoiceOrBill) { %> 5923 Pay 5924 <% } else { %> 5925 Reimburse 5926 <% } %> 5927 </button> 5928 </div> 5929 </div> 5930 </div> 5931</script>
5931 5932
5933<script type="text/template" id="template_Dialog_AchReimburse_account" class="js_template"> 5934 <ol class="form marginBottom20"> 5935 <li class="radio noMargin clearfix"> 5936 <% if( hasAccess ) { %> 5937 <input type="radio" name="newACH_bankAccountID" value="<%- bankAccountID %>" data-bankaccountclientid="<%- bankAccountClientID %>" class="reimbursementAccountRadio floatLeft" /> 5938 <% } %> 5939 <div class="floatLeft <% if( !hasAccess ) print( 'disabled' ) %>"> 5940 <table class="tableLeftHeader" border="0" cellspacing="0" cellpadding="5"> 5941 <tr class="borderBottom"> 5942 <th>Account Name</th> 5943 <td><%- addressName %></td> 5944 </tr> 5945 <tr class="borderBottom"> 5946 <th>Account Number</th> 5947 <td><%- accountNumber %></td> 5948 </tr> 5949 <tr> 5950 <th>Routing Number</th> 5951 <td><%- routingNumber %></td> 5952 </tr> 5953 </table> 5954 </div> 5955 </li> 5956 </ol> 5957</script>
5957 5958 5959
5960<script type="text/template" id="template_Dialog_AchReimburse_select" class="js_template"> 5961 <ol class="form"> 5962 <li class="radio noMargin clearfix"> 5963 <input type="radio" id="newACH_otherAccount" name="newACH_bankAccountID" value="" class="reimbursementAccountRadio floatLeft" /> 5964 <select id="newACH_selectBank" class="floatLeft"> 5965 <option selected disabled>Choose a different account</option> 5966 </select> 5967 </li> 5968 </ol> 5969</script>
5969 5970
5970<script type="text/template" id="template_Dialog_AddCSV_main" class="js_template"> 5971 <div id="dialog_csv_card"> 5972 <div class="last-card-error"></div> 5973 <div class="message_error hidden" id="uploadcsv_uploadError"></div> 5974 <div class="message_error hidden" id="uploadcsv_errorCommit"></div> 5975 <div class="message_error hidden" id="uploadcsv_errorConsole"></div> 5976 5977 <div class="section" id="import_step1"> 5978 <div id="addCard_upload" class="center"> 5979 <div id="import_step1_upload"> 5980 <img role="presentation" src="https://d2k5nsl2zxldvw.cloudfront.net/images/illustrations/emptystate__csv.svg" width="200" height="200" /> 5981 <div class="marginBottom30"> 5982 <h2>Upload transactions directly from your bank</h2> 5983 <p>Supported file types: CSV, XLS, OFX, QFX</p> 5984 </div> 5985 <button class="btn btn-success btn-lg" id="uploadQFX_button">Upload</button> 5986 </div> 5987 </div> 5988 </div><!-- close step1 --> 5989 5990 <div class="section hidden" id="import_step2_csv"> 5991 <div id="uploadcsv_accountDetailsContainer" class="marginBottom40"> 5992 <h3>File Settings</h3> 5993 <ol class="form"> 5994 <li id="uploadcsv_columnLayoutSelectorContainer"> 5995 <label>Default Layout</label> 5996 <select id="uploadcsv_columnLayoutSelector" class="long"></select> 5997 </li> 5998 <li> 5999 <label>Mapping Name</label> 6000 <input type="text" id="uploadcsv_account_bankName" /> 6001 </li> 6002 6003 <li> 6004 <label>Card Display Name</label> 6005 <input type="text" id="uploadcsv_account_accountName" /> 6006 </li> 6007 6008 <li> 6009 <label>Date Format <a href="https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#date-formats" target="_blank" rel="noopener noreferrer" id="uploadcsv_dateFormat_qtip" class="floatRight help_link qtip-bottom" title="Enter a format using formula date formats or leave it blank and we will try to guess the format. Click to find out more about formula date formats."></a></label> 6010 <input type="text" id="uploadcsv_dateFormat" /> 6011 </li> 6012 6013 <li> 6014 <label>Currency</label> 6015 <select id="uploadcsv_account_currencySelector" class="long"></select> 6016 </li> 6017 6018 <li class="uploadcsv_xls"> 6019 <label>Offset From Top</label> 6020 <input type="text" id="uploadcsv_account_offset" /> 6021 </li> 6022 </ol> 6023 </div> 6024 6025 <div id="addcard_csvUploadContainer"> 6026 <div class="message_error hidden" id="uploadcsv_errorContainer"></div> 6027 6028 <div id="uploadcsv_columnSelection"> 6029 <h3>Select column-expense attribute mappings for this file</h3> 6030 <div class="message_error" id="uploadcsv_missingColumnNote"> 6031 An attribute-value mapping is missing. Please assign a column to each of the three attributes: merchant, date, and amount. 6032 </div> 6033 6034 <table id="uploadcsv_columnMapSelectorContainer" class="table table-compact marginBottom"></table> 6035 6036 <div class="marginTop40 marginBottom30"> 6037 <h3>Output Preview <span class="small depreciated"><span id="uploadcsv_displayRows"></span><span id="uploadcsv_totalRows"></span> rows)</span></h4> 6038 <table id="uploadcsv_exampleTable" class="table table-compact"> 6039 <thead> 6040 <tr> 6041 <th class="datecolumn">Date</th> 6042 <th class="merchantcolumn">Merchant</th>
6043 <th class="amountcolumn">Amount</th> 6044 <th class="categorycolumn">Category</th> 6045 <th class="tagcolumn">Tag</th> 6046 <!--FIXME: bring these in when AUTH is updated th class="commentcolumn"><b>Comment</b></th--> 6047 </tr> 6048 </thead> 6049 <tbody> 6050 6051 </tbody> 6052 </table> 6053 </div> 6054 </div> 6055 </div> 6056 </div><!-- close step3_csv --> 6057 6058 <div id="addcard_done"> 6059 <button id="js_csvDone" class="btn btn-lg btn-primary-outline">Done</button> 6060 </div> 6061 </div><!-- /#dialog_csv_card --> 6062 6063 <div class="dialogFooter clearfix hidden js_csvUploadFooter"> 6064 <button id="uploadcsv_acceptLayoutButton" class="btn btn-lg btn-success-outline floatRight">Add Expenses</button> 6065 <div class="uploadOptions"> 6066 <div class="inlineBlock width-240px lineHeightInput-lg"> 6067 <input type="checkbox" id="uploadcsv_account_reimbursable" checked /> 6068 <label for="uploadcsv_account_reimbursable" class="noMargin">Transactions are Reimbursable</label> 6069 </div> 6070 <div class="inlineBlock width-200px lineHeightInput-lg"> 6071 <input type="checkbox" id="uploadcsv_account_flipSign" /> 6072 <label for="uploadcsv_account_flipSign" class="noMargin">Flip Amount Sign</label> 6073 </div> 6074 </div> 6075 </div> 6076 6077</script>
6077 6078
6078<script type="text/template" id="template_Dialog_AddPerson_main" class="js_template"> 6079 <div id="dialog_addPerson"> 6080 <div class="dialog_wrapper"> 6081 <div class="expensicons expensicons-lg expensicons-invite blue floatLeft"></div> 6082 <div id="addPerson_infoMessage"></div> 6083 6084 <form id="addPersonForm" class="noMargin form stackedLabels"> 6085 <div id="addPersonForm_email" class="clearfix marginBottom20"> 6086 <label>Email or Phone</label> 6087 <input type="text" name="emailList" class="text large fullWidth" id="addPerson_email" /> 6088 </div> 6089 6090 <div id="addPersonForm_policy" class="clearfix marginBottom20 js_policySelect"> 6091 <label>Workspace:</label> 6092 <span id="addPerson_policyList"> 6093 <select id="addPerson_policySelector" class="large fullWidth"></select> 6094 </span> 6095 </div> 6096 6097 <div id="addPersonForm_admin" class="clearfix marginBottom20 js_policy"> 6098 <label>Role:</label> 6099 <select id="addPerson_admin" class="large fullWidth"> 6100 <option value="user">Employee</option> 6101 <% if(canBeAuditor){ %> 6102 <option value="auditor">Auditor</option> 6103 <% } %> 6104 <option value="admin">Workspace Admin</option> 6105 </select> 6106 <div class="depreciated helperLabel js_roleDescription marginTop5"><strong>Employees</strong> can submit reports as well as approve any reports submitted to them on this workspace.</div> 6107 </div> 6108 6109 <div id="addPersonForm_submitsTo" class="clearfix marginBottom20 js_policy"> 6110 <label>Submits to:</label> 6111 <select id="addPerson_submitSelector" class="large fullWidth"></select> 6112 </div> 6113 6114 <div id="addPersonForm_forwardsTo" class="clearfix marginBottom20 js_policy"> 6115 <label>Approves to:</label> 6116 <select id="addPerson_forwardSelector" class="large fullWidth"></select> 6117 </div> 6118 6119 <div id="addPersonForm_message" class="clearfix marginBottom20 js_policy"> 6120 <label>Add a personal message (optional):</label> 6121 <textarea id="addPerson_welcomeMessage" class="fullWidth" rows="5" cols="50"> 6122 </textarea> 6123 </div> 6124 6125 <div id="addPerson_additionalMessage"></div> 6126 6127 <div id="alreadyAddedWarning" class="message_alert hidden"> 6128 <p>The following emails were removed because they are already a member of your workspace. Please update the email list or continue.</p> 6129 <ul id="alreadyAddedList" class="bullets"></ul> 6130 </div> 6131 <div id="invalidWarning" class="message_alert hidden"> 6132 <p>The following emails were removed because they were invalid. Please update the email list or continue.</p> 6133 <ul id="invalidList" class="bullets"></ul> 6134 </div> 6135 <div id="existingWarning" class="message_alert hidden"> 6136 <p>The following Expensify accounts were previously closed. All of the previously submitted expense data will still be visible to the users if you reopen their accounts. Please update the email list or continue.</p> 6137 <ul id="existingList" class="bullets"></ul> 6138 </div> 6139 6140 <div id="addPerson_submit" class="btn btn-lg btn-success-outline floatRight"> 6141 Invite 6142 </div> 6143 6144 <div class="lineHeightInput-lg"> 6145 <a href="https://www.expensify.com/privacy" target="_blank" rel="noopener noreferrer">Privacy</a> 6146 </div> 6147 </form> 6148 </div> 6149 </div> 6150</script>
6150 6151
6151<script type="text/template" id="template_Dialog_Admin_DeleteDomain" class="js_template"> 6152 <p>Are you sure you want to reset the domain <strong><%= domainName %></strong>? By resetting this domain, the following will be PERMANENTLY DELETED:</p> 6153 <ul class="bullets"> 6154 <li>Company card connections and any unreported user expenses from those cards</li> 6155 <li>SAML settings</li> 6156 <li>Group settings</li> 6157 <li>Travel data and access to Expensify Travel</li> 6158 </ul> 6159 <p>All accounts, workspaces, reports, expenses and other data will remain.</p> 6160 6161 <p><strong>Note:</strong> This domain will remain visible as long as you own a login associated with the domain. To remove visibility of it from the Domains page, visit your <a href='/settings?param={"section":"account","subsection":"loginTableContainer"}'>Contact Methods</a> settings to remove the linked email.</p> 6162 6163 <div class="formLarge"> 6164 <p>Please type the full name of this domain (<%= domainName %>) below to confirm:</p> 6165 <input type="text" class="confirmTextBox center"></input> 6166 </div> 6167 <div class="center marginTop"> 6168 <button class="btn btn-secondary-outline js_cancel">Cancel</button> 6169 <button class="btn btn-danger-outline js_remove_domain disabled">Reset Domain</button> 6170 </div> 6171</script>
6171 6172
6172<script type="text/template" id="template_Dialogs_ValidateDomain_main" class="js_template"> 6173 <div> 6174 <p>You will need to verify ownership of this domain before you can continue. You may need to consult your organization's IT department to complete the verification.</p> 6175 </div> 6176 6177 <div class="js_validateDialogInstructionContainer marginTop"></div> 6178 6179 <div class="center marginTop"> 6180 <button class="btn btn-success-outline js_validateDomain">Verify Domain</button> 6181 </div> 6182</script>
6182 6183
6184<script type="text/template" id="template_Dialogs_ValidateDomain_warningSpam" class="js_template"> 6185 <div class="js_domainValidation_alert message_alert"> 6186 <strong>Heads up!</strong><br /> 6187 For the protection of existing users on your domain, 6188 we will <strong>send an email to all Expensify users on the domain</strong> to let them 6189 know that their account is going to be under domain control immediately after verification completes. 6190 </div> 6191</script>
6191 6192 6193
6194<script type="text/template" id="template_Dialogs_ValidateDomain_dns" class="js_template"> 6195 <p>You'll need to edit the DNS records for <strong><%- domainName %></strong>.</p> 6196 <p>If you use the DNS service provided by your registrar, they will likely have a help page to describe the process. If they don't you can use the pages from <a target="_blank" rel="noopener noreferrer" href="https://godaddy.com/help/manage-dns-records-680">GoDaddy</a> or <a target="_blank" rel="noopener noreferrer" href="https://www.namecheap.com/support/knowledgebase/article.aspx/317/78/how-do-i-add-spf-or-txt-records-for-my-domain">Namecheap</a> for a reference.</p> 6197 <ol class="numbers marginBottom"> 6198 <li>Log into or access your DNS service provider.<div class="marginLeft19">This might be your Domain Name Registrar like NameCheap or GoDaddy, or a dedicated DNS service provider like DNSMadeEasy or Amazon Route53, or it could be internally managed by your company's IT department.</div></li> 6199 <li>Go to the page to edit the DNS records for <strong><%- domainName %></strong>. 6200 <div class="marginLeft19">This tool might be called something similar to <i>DNS Management</i> or <i>Zone File Editor</i>.</div> 6201 </li> 6202 <li> 6203 Add a new TXT record, setting the following code as the value:<br> 6204 <span class="textarea code"><%- validationCode %></span> 6205 </li> 6206 <li>Save your changes.</li> 6207 <li>Click the "Verify" button to confirm ownership of the domain.</li> 6208 </ol> 6209 6210 <p>The TXT DNS record may be removed once you have verified ownership of the domain.</p> 6211 6212 <%= Templates.get( ['Dialogs', 'ValidateDomain', 'warningSpam']) %> 6213 6214</script>
6214 6215 6216
6216<script type="text/template" id="template_Dialog_Authenticate_CreateAccount" class="js_template"> 6217 <div class="center width100 paddingTopBottom"> 6218 <p>Would you like to create an Expensify account and start your free trial using <strong><%= email %></strong>?</p> 6219 <button class="btn btn-success-outline" id="authenticateCreateChangeEmail"> 6220 Change Email 6221 </button> 6222 <button class="btn btn-primary-outline" id="authenticateCreateAccount"> 6223 Create Account 6224 </button> 6225 </div> 6226</script>
6226 6227
6227<script type="text/template" id="template_Dialog_Authenticate_EmailCapture" class="js_template"> 6228 <div class="marginTop20 marginBottom40"> 6229 <form id="authenticateEmailForm" class="form center one-line"> 6230 <p class="clearfix center marginBottom"> 6231 Please enter your Expensify account email address to continue 6232 </p> 6233 <fieldset> 6234 <input type="email" id="authenticateEmailInput" placeholder="Enter your email address..." /> 6235 <button type="submit" value="Submit" class="btn btn-success-outline vAlignTop">Continue</button> 6236 </fieldset> 6237 </form> 6238 </div> 6239 <div class="textRight"> 6240 <a href="/privacy" target="_blank" rel="noopener noreferrer">Privacy</a> 6241 </div> 6242</script>
6242 6243
6243<script type="text/template" id="template_Dialog_Authenticate_ResetPassword" class="js_template"> 6244 <p class="clearfix center"> 6245 We've sent a validation email to <strong><%- email %></strong>. Please check your inbox and follow the instructions in the email 6246 to reset your password. After that, you can sign up for invoicing either on this page or from the 'Billing' section of your settings. 6247 </p> 6248 <ul> 6249 <li class="textCenter marginTop"> 6250 <button class="btn btn-primary-outline" id="authenticateResetPasswordConfirm">Ok</button> 6251 </li> 6252 </ul> 6253</script>
6253 6254
6254<script type="text/template" id="template_Dialog_Authenticate_SignIn" class="js_template"> 6255 <form class="form textCenter paddingTopBottom" id="authenticateSignInForm"> 6256 <p class="center marginBottom">Please enter your Expensify account password to sign into <strong><%= email %></strong></p> 6257 <ol class="form short-labels"> 6258 <li> 6259 <label for="authenticateSignInPassword">Password:</label> 6260 <input type="password" id="authenticateSignInPassword" class="medium" autocomplete="current-password"/> 6261 <button class="btn btn-success-outline marginLeft" type="submit" value="Submit">Sign In</button> 6262 </li> 6263 </ol> 6264 </form> 6265 <div class="dialogMessageBottom square textCenter"> 6266 <button class="btn btn-primary-outline marginRight marginBottom" id="authenticateSignInChangeEmail">Use a Different Email</button> 6267 <button class="btn btn-danger-outline marginBottom" id="authenticateSignInResetPassword">Reset Your Password</button> 6268 </div> 6269</script>
6269 6270
6270<script type="text/template" id="template_Dialog_AddBillingCard_Iframe" class="js_template"> 6271 <div id="addBillingForm"></div> 6272 <div id="addBillingCardSecurityPanel"></div> 6273</script>
6273 6274
6274<script type="text/template" id="template_Dialog_AddBillingCard_Security" class="js_template"> 6275 <div id="addBillingCardSecurityPane"> 6276 <img role="presentation" src="https://d2k5nsl2zxldvw.cloudfront.net/images/illustrations/simple-illustration__bankshield.svg" width="88" height="88" /> 6277 <h3>Is my data safe?</h3> 6278 <ul> 6279 <li>PCI-DSS compliant</li> 6280 <li>Bank-grade encryption</li> 6281 <li>Redundant infrastructure</li> 6282 </ul> 6283 6284 <div class="center marginBottom20"> 6285 <div id="dialog_addCard_mcafee" class="addCCmcafee inlineBlock"> 6286 <img width="94" height="54" border="0" src="https://images.scanalert.com/meter/all.expensify.com/23.gif" alt="McAfee Secure sites help keep you safe from identity theft, credit card fraud, spyware, spam, viruses and online scams"> 6287 </div> 6288 6289 <div class="addCCtrustE inlineBlock"> 6290 <a href="//privacy.trustarc.com/privacy-seal/validation?rid=c36c3001-c900-4fd9-a736-67a4cb4c4602" target="_blank"> 6291 <img style="border: none" src="//hostedseal.trustarc.com/privacy-seal/seal?rid=c36c3001-c900-4fd9-a736-67a4cb4c4602" alt="TRUSTe" /> 6292 </a> 6293 </div>
6294 </div> 6295 6296 <p><a href="https://community.expensify.com/discussion/5677/deep-dive-security-how-expensify-protects-your-information" class="external" target="_blank" rel="noopener noreferrer">More details about our security</a></p> 6297 </div> 6298</script>
6298 6299
6299<script type="text/template" id="template_Dialog_Confirm_Default" class="js_template"> 6300 <div><%= message %></div> 6301 <div class="center"> 6302 <div class="dialog_done marginTop"> 6303 <% if ( showCancel ){ %><button class="btn btn-secondary-outline dialog_confirm_button_cancel"><%- cancelLabel %></button><% } %> 6304 <% if ( showYes ){ %><button class="btn btn-success-outline dialog_confirm_button_yes"><%- yesLabel %></button><% } %> 6305 <% if ( showNo ){ %><button class="btn btn-danger-outline dialog_confirm_button_no"><%- noLabel %></div><% } %> 6306 </div> 6307 </div> 6308</script>
6308 6309
6309<script type="text/template" id="template_Dialog_CreatePolicy_main" class="js_template"> 6310<p>Choose a policy below that meets the unique needs of your organization. <a href="/pricing">Learn more...</a></p> 6311<br> 6312 6313<div id="createPolicy_policyCards"></div> 6314</script>
6314 6315
6315<script type="text/template" id="template_Dialog_CsvImport_main" class="js_template"> 6316 <div id="dialog_csvImport"> 6317 <div id="csvImport_instructions"> 6318 <div class="people message_empty width60"> 6319 <h3>Guidelines</h3> 6320 <ul class='bullets'> 6321 <li class="csvImport_instructions_preUploadSteps">Select a spreadsheet file to import (supported formats are .csv, .txt, .xls, and .xlsx)</li> 6322 <li class="csvImport_instructions_preUploadSteps">You'll see a preview of the first few rows of your spreadsheet</li> 6323 <li>You must choose ONE column that corresponds to <b>Email</b></li> 6324 <li>You'll then be prompted to share a workspace and configure additional settings</li> 6325 </ul> 6326 </div> 6327 <div class="categories message_empty width60"> 6328 <h3>Guidelines</h3> 6329 <ul class='bullets'> 6330 <li class="csvImport_instructions_preUploadSteps">Select a spreadsheet file to import (supported formats are .csv, .txt, .xls, and .xlsx)</li> 6331 <li class="csvImport_instructions_preUploadSteps">You'll see a preview of the first few rows of your spreadsheet</li> 6332 <li>You must choose ONE column that corresponds to a category <b>Name</b></li> 6333 <li>All categories will then be merged into the workspace</li> 6334 <li>Any Auto categorization and MCC code mappings for disabled categories will be cleared</li> 6335 </ul> 6336 </div> 6337 <div class="tags message_empty width60"> 6338 <h3>Guidelines</h3> 6339 <ul class='bullets'> 6340 <li class="csvImport_instructions_preUploadSteps">Select a spreadsheet file to import (supported formats are .csv, .txt, .xls, and .xlsx)</li> 6341 <li class="csvImport_instructions_preUploadSteps">You'll see a preview of the first few rows of your spreadsheet</li> 6342 <li>Please choose one column that corresponds to the <b>Tag</b> names, and assign it as 'Name' from the drop-down menu. This column is required.</li> 6343 <li>If a GL Code is applicable, please select 'GL Code' for that column. Otherwise, GL codes will be left blank.</li> 6344 <li>All tags will then be merged into the workspace</li> 6345 </ul> 6346 </div> 6347 <div class="customUnits"> 6348 <h4>Guidelines</h4> 6349 <ul class='bullets'> 6350 <li class="csvImport_instructions_preUploadSteps">Select a spreadsheet file to import (supported formats are .csv and .txt)</li> 6351 <li class="csvImport_instructions_preUploadSteps">You'll see a preview of the first few rows of your spreadsheet</li> 6352 <li>You must choose ONE column that corresponds to a Rate <b>destination</b></li> 6353 <li>You must choose ONE column that corresponds to a Rate <b>subrate</b></li> 6354 <li>You must choose ONE column that corresponds to a Rate <b>currency</b></li> 6355 <li>You must choose ONE column that corresponds to a Rate <b>amount</b></li> 6356 <li>All rates will then be merged into the workspace</li> 6357 </ul> 6358 </div> 6359 </div> 6360 <div id="csvImport_aboveTableStatus" class="hidden message_neutral marginRight"></div> 6361 <div id="csvImport_tableContainer"></div> 6362 6363 <div id="csvImport_status" class="hidden"></div> 6364 6365 <div class="floatWrapper center marginTop hidden" id="csvImport_doesFileHaveHeaderRow"> 6366 <input type="checkbox" name="csvImport_file_has_headers" id="csvImport_file_has_header_row"> 6367 <label for="csvImport_file_has_header_row">The first line in this file contains the column headers</label> 6368 </div> 6369 6370 <div class="floatWrapper center marginTop" id="csvImport_buttons"> 6371 <button class="btn btn-primary-outline csvImport_upload people" id="csvImport_upload_people">Upload File...</button> 6372 <button class="btn btn-primary-outline csvImport_upload categories" id="csvImport_upload_categories">Upload File...</button> 6373 <button class="btn btn-primary-outline csvImport_upload tags" id="csvImport_upload_tags">Upload File...</button> 6374 <button class="btn btn-primary-outline csvImport_upload customUnits" id="csvImport_upload_customUnits">Upload File...</button> 6375 <button class="btn btn-primary-outline" id="csvImport_save">Import</button> 6376 <button class="btn btn-primary-outline" id="csvImport_done">Done</button> 6377 </div> 6378 </div> 6379</script>
6379 6380 <div id="dialog_container"> 6381 <div id="dialog_overlay_new"></div> 6382</div> 6383
6384<script type="text/template" id="template_Dialog_base" class="js_template"> 6385 <div class="dialog dialog_new <%= dialogName %> <%- extraClasses %>" id="dialog_<%= dialogID %>"> 6386 <div class="dialog_title"> 6387 <a class="dialog_x"><i class="expensicons expensicons-remove"></i></a> 6388 <h1 class="dialog_title_text"><%= title %></h1> 6389 </div> 6390 <div class="dialog_body dialog_wrapper <% noPadding ? print('no-padding') : '' %>"> 6391 <%= spinner %> 6392 </div> 6393 </div> 6394</script>
6394 6395
6395<script type="text/template" id="template_Dialog_Domain_EditSecurityGroup" class="js_template"> 6396 <ol class="form xl-labels editSecurityGroup_form"> 6397 <li class="clearfix"><label>Permission group name</label> 6398 <input type="text" class="large long" name="securityGroupName" /> 6399 </li> 6400 6401 <li class="clearfix"> 6402 <label for="editSecurityGroup_isDefaultGroup">Default group</label> 6403 <div class="onoffswitch-wrapper marginLeft10"> 6404 <input type="checkbox" name="isDefaultGroup" class="onoffswitch-checkbox editable" id="editSecurityGroup_isDefaultGroup"> 6405 <label class="onoffswitch-label" for="editSecurityGroup_isDefaultGroup"> 6406 <span class="onoffswitch-inner"></span> 6407 <span class="onoffswitch-switch"></span> 6408 </label> 6409 </div> 6410 <div class="depreciated helperLabel fullWidth"> 6411 New members will be added to this group 6412 </div> 6413 </li> 6414 6415 <li class="clearfix"> 6416 <label> 6417 <h3 class="noMargin">Group Permissions</h3> 6418 </label> 6419 </li> 6420 <li class="clearfix"> 6421 <label for="editSecurityGroup_enableStrictPolicyRules">Strictly enforce expense workspace rules</label> 6422 <div class="onoffswitch-wrapper marginLeft10"> 6423 <input type="checkbox" name="enableStrictPolicyRules" class="onoffswitch-checkbox editable" id="editSecurityGroup_enableStrictPolicyRules"> 6424 <label class="onoffswitch-label" for="editSecurityGroup_enableStrictPolicyRules"> 6425 <span class="onoffswitch-inner"></span> 6426 <span class="onoffswitch-switch"></span> 6427 </label> 6428 </div> 6429 <div class="depreciated helperLabel fullWidth"> 6430 Every rule and regulation on the workspace must be met before a report can be submitted. <strong><em>Caution!</em></strong> This will prevent members from submitting any reports where a manager has granted them a manual exception for any of the workspace rules. 6431 </div> 6432 </li> 6433 6434 <li class="clearfix"> 6435 <label for="editSecurityGroup_enableRestrictedPrimaryLogin">Restrict default login selection</label> 6436 <div class="onoffswitch-wrapper marginLeft10"> 6437 <input type="checkbox" name="enableRestrictedPrimaryLogin" class="onoffswitch-checkbox editable" id="editSecurityGroup_enableRestrictedPrimaryLogin"> 6438 <label class="onoffswitch-label" for="editSecurityGroup_enableRestrictedPrimaryLogin"> 6439 <span class="onoffswitch-inner"></span> 6440 <span class="onoffswitch-switch"></span> 6441 </label> 6442 </div> 6443 <div class="depreciated helperLabel fullWidth"> 6444 Prevent members from switching their account email address away from their company email address and leaving these restrictions 6445 </div> 6446 </li> 6447 <li class="clearfix"> 6448 <label for="editSecurityGroup_enableRestrictedPolicyCreation">Restrict expense workspace creation/removal</label> 6449 <div class="onoffswitch-wrapper marginLeft10"> 6450 <input type="checkbox" name="enableRestrictedPolicyCreation" class="onoffswitch-checkbox editable" id="editSecurityGroup_enableRestrictedPolicyCreation"> 6451 <label class="onoffswitch-label" for="editSecurityGroup_enableRestrictedPolicyCreation"> 6452 <span class="onoffswitch-inner"></span> 6453 <span class="onoffswitch-switch"></span> 6454 </label> 6455 </div> 6456 <div class="depreciated helperLabel fullWidth"> 6457 Prevent members from being able to create an expense workspace or remove themselves from an expense workspace. This is useful for preventing people from using Expensify to submit reports for use outside your domain when combined with strict workspace enforcement. 6458 </div> 6459 </li> 6460 <li class="noMargin"> 6461 <label for="editSecurityGroup_enablePreferredPolicy">Preferred Workspace</label> 6462 <div class="onoffswitch-wrapper marginLeft10"> 6463 <input type="checkbox" name="enableRestrictedPrimaryPolicy" class="onoffswitch-checkbox editable" id="editSecurityGroup_enablePreferredPolicy"> 6464 <label class="onoffswitch-label" for="editSecurityGroup_enablePreferredPolicy">
6465 <span class="onoffswitch-inner"></span> 6466 <span class="onoffswitch-switch"></span> 6467 </label> 6468 </div> 6469 <div class="depreciated helperLabel fullWidth"> 6470 All new reports and expenses will be created on the <b>Preferred Workspace</b> below. Workspace members will still be able to switch their reports between workspaces if needed. 6471 </div> 6472 </li> 6473 <li class="editSecurityGroup_preferredPolicySelectorLine clearfix"> 6474 <label for="editSecurityGroup_preferredPolicySelector"> 6475 Set Preferred Workspace to: 6476 </label> 6477 <select id="editSecurityGroup_preferredPolicySelector" class="large long" disabled="disabled"> 6478 </select> 6479 </li> 6480 <li class="editSecurityGroup_preferredPolicySelectorDisabledLine hidden"> 6481 There are no workspaces on this domain. A workspace is required to enable this restriction. 6482 </li> 6483 <li class="clearfix"> 6484 <label for="editSecurityGroup_overridePreferredPolicyWithCardPolicy">Expensify Card Preferred Workspace</label> 6485 <div class="onoffswitch-wrapper marginLeft10"> 6486 <input type="checkbox" name="overridePreferredPolicyWithCardPolicy" class="onoffswitch-checkbox editable" id="editSecurityGroup_overridePreferredPolicyWithCardPolicy"> 6487 <label class="onoffswitch-label" for="editSecurityGroup_overridePreferredPolicyWithCardPolicy"> 6488 <span class="onoffswitch-inner"></span> 6489 <span class="onoffswitch-switch"></span> 6490 </label> 6491 </div> 6492 <div class="depreciated helperLabel fullWidth"> 6493 All Expensify Card transactions will be created on the Expensify Card Preferred Workspace instead of the Preferred Workspace. Enabling this feature will override the <b>Preferred Workspace</b> setting for Expensify Card transactions <b>only</b>. 6494 </div> 6495 </li> 6496 </ol> 6497 <div class="dialogFooter textRight"> 6498 <button class="btn btn-success-outline js_save">Save</button> 6499 </div> 6500</script>
6500 6501
6501<script type="text/template" id="template_Dialog_DuplicatePolicy_main" class="js_template"> 6502 <div id="dialog_duplicatePolicy"> 6503 <div class="dialog_wrapper"> 6504 <div id="dialog_duplicatePolicy_error" class="message_error" style="display:none;"></div> 6505 <div id="dialog_duplicatePolicy_message" class="center"></div> 6506 <br/> 6507 <div class="textLeft marginTop"> 6508 <p> 6509 <input type="checkbox" name="toggleAll" id="toggleAll" class="" /> 6510 <span id="toggleAllText">Select/Deselect All</span> 6511 <hr> 6512 </p> 6513 <div id="dialog_duplicatePolicy_optionsWrap"> 6514 6515 </div> 6516 </div> 6517 <div class="center"> 6518 <button class="btn btn-danger-outline dialog_duplicatePolicy_no">Cancel</button> 6519 <button class="btn btn-success-outline dialog_duplicatePolicy_okay">Okay</button> 6520 </div> 6521 </div> 6522 6523 <div id="duplicatePolicy_optionTemplate" class="marginBottom"> 6524 <input type="checkbox" class="dialog_duplicatePolicy_checkbox floatLeft"/> 6525 <div class="marginLeft19"> 6526 <b class="option_title"></b> 6527 <span class="option_message"></span> 6528 </div> 6529 </div> 6530 </div> 6531</script>
6531 6532
6532<script type="text/template" id="template_Dialog_EditExpense_DialogNav" class="js_template"> 6533 <div id="megaEdit_arrows" class="floatRight marginRight20"> 6534 <div class="inlineBlock lineHeightInput vAlignTop"> 6535 <p class="noMargin" id="megaEdit_collectionLocation"><strong>1</strong> of <strong>16</strong></p> 6536 </div> 6537 <div class="btn-group vAlignTop"> 6538 <button id="megaEdit_prev" class="btn btn-link btn-link-gray arrow collectionPrev expensicons expensicons-caret-left"></button> 6539 <button id="megaEdit_next" class="btn btn-link btn-link-gray arrow collectionNext expensicons expensicons-caret-right"></button> 6540 </div> 6541 </div> 6542</script>
6542 6543
6544<script type="text/template" id="template_Dialog_EditExpense_Main" class="js_template"> 6545 <div id="dialog_megaEdit" class="expenseDialog dropzoneAbsolute"> 6546 <div id="megaEdit_nextStepWrapper"></div> 6547 6548 <div class="dialog_wrapper"> 6549 <div class="contentCard has-border noMargin"> 6550 <div id="megaEdit_expenseHeader" class="clearfix marginBottom20"></div> 6551 6552 <div class="alertsBanner dialogBanner dialogBannerTop20 js_disableForAdminBanner hidden"> 6553 <p></p> 6554 </div> 6555 6556 <div id="megaEdit_disabledActionBar" class="buttons_container hidden"></div> 6557 <div id="js_megaEdit_topMessage_noEditReward" class="hidden alertsBanner alertsBanner-hint dialogBanner dialogBannerTop20"> 6558 <p>Whoa, Nellie! This receipt has been automatically generated for you, so unfortunately you won't be able to make any changes.</p> 6559 </div> 6560 6561 <div id="editTransaction_violationsContainer" class="message_error"> 6562 <div id="editTransaction_violationList"> 6563 <ul class="hidden"></ul> 6564 </div> 6565 </div> 6566 6567 <div class="floatLeft expenseDialogLeft" id="megaEdit_leftSide"> 6568 <div id="megaEdit_currentlyScanningOverlay" class="hidden"> 6569 <div class="megaEdit_currentlyScanningOverlay__left-column"> 6570 <img src="<%= CONST.URL.CLOUDFRONT_IMG %>illustrations/simple-illustration__smartscan.svg" width="68" height="68" alt="SmartScanning..." /> 6571 </div> 6572 <div class="megaEdit_currentlyScanningOverlay__right-column"> 6573 <h3><strong class="success-green">SmartScanning<span class="ellipsis-animation"><span>.</span><span>.</span><span>.</span></span></strong> 6574 </h3> 6575 <p>We're transcribing the details of your receipt. No need to wait around â we'll let you know if something looks off.</p> 6576 <button class="btn btn-secondary-outline js_hideOverlay">Fill out the details myself</button> 6577 </div> 6578 </div> 6579 6580 <form id="megaEdit_expenseForm" class="form expenseForm"> 6581 <ol id="megaEdit_expenseForm__merchant-date-total"> 6582 <input type="hidden" id="megaEdit_transactionID" /> 6583 <input type="hidden" id="megaEdit_receiptID" /> 6584 <li class="merchantRow"> 6585 <label for="editMerchant" class="required">Merchant</label> 6586 <div id="merchantContainer"> 6587 <input id="editMerchant" name="merchant" class="required large" type="text" placeholder="Merchant Name" maxlength="255" /> 6588 </div> 6589 <div class="original-values"> 6590 <div class="originalValue" id="display_originalMerchant"> </div> 6591 </div> 6592 </li> 6593 6594 <div id="megaEdit_customUnitsMileageEditor"></div> 6595 6596 <li class="dateRow separate"> 6597 <label class="required">Date</label> 6598 <input class="required calendar" type="text" id="editDate" name="created" /> 6599 <div class="original-values"> 6600 <div class="originalValue" id="display_originalDate"> </div> 6601 <div class="originalValue" id="display_postedDate"> </div> 6602 </div> 6603 </li> 6604 6605 <!-- Custom TAX container --> 6606 <li id="edit_taxFieldsContainer" class="li_taxFields separate"></li> 6607 6608 <li class="totalRow separate"> 6609 <label class="required">Total</label> 6610 <input type="text" id="editAmount" name="amount" class="short" /> 6611 <select id="editCurrency" name="currency"></select> 6612 <div id="js_reward_container" class="inlineBlock marginLeft5"></div> 6613 <div class="original-values"> 6614 <div class="originalValue" id="display_originalAmount"> </div> 6615 <div class="originalValue" id="display_originalCurrency"> </div> 6616 </div> 6617 </li> 6618 6619 <li class="checkbox reimbursableLine hidden" id="megaEdit_reimbursableLine"> 6620 <input type="checkbox" id="editReimbursable" name="reimbursable"> 6621 <label for="editReimbursable" id="editReimbursable_label">Reimbursable</label> 6622 </li> 6623 <li class="checkbox billableLine hidden" id="megaEdit_billableLine"> 6624 <input type="checkbox" id="editBillable" name="billable"> 6625 <label for="editBillable" id="editBillable_label">Billable</label> 6626 </li> 6627 <div class="clearfix separate"></div> 6628 </ol> 6629 6630 <ol id="editReimbursable_comment" class="hidden"> 6631 <li class="buttons_container">You have changed the reimbursability of this expense. The person who submitted the report will receive an email notification with the comment below.</li> 6632 <li> 6633 <label>Description</label> 6634 <input type="text" id="editReimbursable_comment_input" name="comment" size="50" /> 6635 </li> 6636 </ol> 6637 6638 <ol> 6639 <li> 6640 <label for="taxcategory">Category</label> 6641 <select id="editTaxCategory" name="category" class="long qtip"></select> 6642 </li> 6643 <li id="megaedit_atendeeSelectorContainer" <% if (!s
6643howAttendees) { %> class="hidden"<% } %>> 6644 <label for="attendees">Attendees</label> 6645 <div id="megaEdit_attendeesSelector"></div> 6646 </li> 6647 <li class="tagInputField"> 6648 <label for="tag">Tag</label> 6649 <select id="editTag" name="tag" class="long qtip"></select> 6650 </li> 6651 <li> 6652 <label for="comment">Description</label> 6653 <input type="text" id="editComment" name="comment" autocomplete="off" /> 6654 <span class="textarea" id="disabledComment"></span> 6655 </li> 6656 <li id="megaEdit_reportSelectorContainer" class="separate"> 6657 <label for="report">Report</label> 6658 <select id="megaEdit_reportSelector" name="report" class="long reportSelector"></select> 6659 </li> 6660 <li id="megaEdit_tripLinkContainer" class="separate hidden"> 6661 <label for="tripLink">Trip</label> 6662 <span class="textarea long"> 6663 <a id="megaEdit_tripLink" href="#" target="_blank" rel="noopener"></a> 6664 </span> 6665 </li> 6666 </ol> 6667 </form> 6668 6669 </div> <!-- close expense left --> 6670 6671 <div class="floatRight" id="megaEdit_receiptSide"> 6672 <div id="megaEdit_receiptContainer"></div> 6673 </div> <!-- close receipt right --> 6674 6675 <div class="clearfix"></div> 6676 </div> 6677 6678 <div id="editTransaction_reject" class="message_error marginTop20 marginBottom0"> 6679 <p class="marginBottom">Or reject this expense only. The person who submitted the report will receive an email notification with the comment below.</p> 6680 <ol class="form one-line"> 6681 <li> 6682 <input type="text" class="longer" id="editTransaction_rejectComment" name="comment" autocomplete="off" /> 6683 </li> 6684 <li class="submit"> 6685 <button class="btn btn-danger-outline" id="editTransaction_rejectButton">Reject Expense</button> 6686 </li> 6687 </ol> 6688 <div class="clearfix"></div> 6689 </div> 6690 6691 </div> <!-- close dialog_wrapper --> 6692 6693 <div class="dialog_footer lineHeightInput-lg"> 6694 <button id="megaEdit_saveButton" class="btn btn-lg btn-success-outline floatRight"> 6695 Save 6696 </button> 6697 6698 <span id="megaEdit_rulesContainer" class="hidden floatRight"> 6699 <input id="megaEdit_rules" type="checkbox" /> 6700 <label for="megaEdit_rules" id="megaEdit_rulesTip">Create a rule based on your changes</label> 6701 </span> 6702 6703 <div id="megaEdit_actions" class="inlineBlock vAlignMiddle"> 6704 <button id="megaEdit_attachExpense" class="btn btn-primary-outline">Attach Expense</button> 6705 <button id="megaEdit_attachReceipt" class="btn btn-primary-outline">Attach Receipt</button> 6706 <button id="megaEdit_detachExpense" class="btn btn-danger-outline">Detach Expense</button> 6707 <button id="megaEdit_detachReceipt" class="btn btn-primary-outline">Detach Receipt</button> 6708 <button id="megaEdit_splitExpense" class="btn btn-primary-outline">Split Expense</button> 6709 <button id="megaEdit_mergeExpense" class="btn btn-primary-outline">Merge</button> 6710 <button id="megaEdit_duplicateExpense" class="btn btn-primary-outline">Duplicate</button> 6711 <button id="megaEdit_deleteButton" class="btn btn-danger-outline"><i class="expensicons expensicons-trashcan expensicons-sm"></i></button> 6712 <button id="megaEdit_undeleteButton" class="btn btn-primary-outline">Undelete</button> 6713 </div> 6714 </div> 6715 </div> 6716 6717</script>
6717 6718
6718<script type="text/template" id="template_Dialog_EditMultiple_main" class="js_template"> 6719 <div id="dialog_editMultiple"> 6720 <form id="editMultiple_form" class="form expenseForm noMargin"> 6721 <div class="dialog_wrapper"> 6722 <ol> 6723 <li class="merchantRow separate"> 6724 <label for="editMultiple_merchant">Merchant </label> 6725 <input type="text" id="editMultiple_merchant" name="merchant" class="large" placeholder="Merchant Name" maxlength="255"/> 6726 </li> 6727 6728 <li class="separate"> 6729 <label for="editMultiple_calendar">Date</label> 6730 <input class="calendar" id="editMultiple_calendar" type="text" name="created" /> 6731 </li> 6732 6733 <li class="li_taxFields" id="editMultipleTaxContainer"></li> 6734 6735 <li> 6736 <label for="editMultiple_amount">Total</label> 6737 <input type="text" id="editMultiple_amount" name="amount" class="short" /> 6738 </li> 6739 6740 <li class="separate"> 6741 <label for="editMultiple_currency">Currency</label> 6742 <select name="currency" id="editMultiple_currency" class="short"></select> 6743 </li> 6744 6745 <li> 6746 <label for="editMultiple_reimbursable">Reimbursable</label> 6747 <select name="reimbursable" id="editMultiple_reimbursable" class="short"> 6748 <option value=""></option> 6749 <option value="true">Yes</option> 6750 <option value="false">No</option> 6751 </select> 6752 </li> 6753 6754 <li class="separate" id="editMultipleBillableContainer"> 6755 <label for="editMultiple_billable">Billable</label> 6756 <select name="billable" id="editMultiple_billable" class="short"> 6757 <option value=""></option> 6758 <option value="true">Yes</option> 6759 <option value="false">No</option> 6760 </select> 6761 </li> 6762 6763 <li> 6764 <label for="editMultiple_category">Category</label> 6765 <select name="category" id="editMultiple_category"></select> 6766 </li> 6767 <li> 6768 <label for="editMultiple_tag">Tag</label> 6769 <select name="tag" id="editMultiple_tag"></select> 6770 </li> 6771 <li class="separate"> 6772 <label for="editMultiple_comment">Description</label> 6773 <input type="text" name="comment" id="editMultiple_comment"/> 6774 </li> 6775 </ol> 6776 </div> 6777 6778 <div class="dialog_footer textRight"> 6779 <button class="btn btn-lg btn-success-outline" id="editMultiple_save">Save</button> 6780 </div> 6781 </form> 6782 </div> 6783 6784</script>
6784 6785
6785<script type="text/template" id="template_Dialog_Expenses_main" class="js_template"> 6786 <div id="dialog_expenses" class="dialog_gray"> 6787 <div class="section floatLeft" id="expenses_sideNav"> 6788 <div class="filterTitle"> 6789 <h3>Filters</h3> 6790 </div> 6791 <form class="form filter" id="expenses_search_form"> 6792 <fieldset> 6793 <ol> 6794 <li> 6795 <input type="text" name="search" id="searchbox" class="qtip inputLarge searchbox withFilterClear" placeholder="Merchant" /> 6796 <span class="filter_clear"><i class="expensicons expensicons-remove expensicons-sm"></i></span> 6797 </li> 6798 <li> 6799 <ol> 6800 <li class="clearfix"> 6801 <label class="dateField">From</label> 6802 <input type="text" name="startDate" id="startDate_expenses" class="calendar" /> 6803 </li> 6804 <li> 6805 <label class="dateField">To</label> 6806 <input type="text" name="endDate" id="endDate_expenses" class="calendar" /> 6807 </li> 6808 </ol> 6809 </li> 6810 <li> 6811 <select name="expense_filter_type" id="expense_filter_type"> 6812 <option value="unreported">Unreported expenses</option> 6813 <option value="unsubmitted">Unsubmitted expenses</option> 6814 <option value="submitted">Submitted expenses</option> 6815 <option value="deleted">Deleted expenses</option> 6816 </select> 6817 </li> 6818 <li> 6819 <select name="expense_filter_cards" id="expense_filter_cards" class="qtip"></select> 6820 </li> 6821 <li> 6822 <select name="expense_filter_categories" id="expense_filter_categories" class="qtip"></select> 6823 </li> 6824 <% if (hasTags) { %> 6825 <li> 6826 <select name="expense_filter_tags" id="expense_filter_tags" class="qtip"></select> 6827 </li> 6828 <% } %> 6829 <li> 6830 <select name="expense_filter_submitters" id="expense_filter_submitters" style="display:none;" class="qtip"> 6831 </select> 6832 </li> 6833 <li> 6834 <select name="expense_filter_policies" id="expense_filter_policies" style="display:none;" class="qtip"> 6835 </select> 6836 </li> 6837 </ol> 6838 </fieldset> 6839 </form> 6840 </div> 6841 6842 <div id="dialog_expenses_expensestable"> 6843 <div id="editheader"> 6844 <div id="actions" class="buttons_container"> 6845 6846 <div class="floatWrapper"> 6847 <div class="buttons_container floatRight" id="report_actions"> 6848 <!-- Report Actions --> 6849 <button id="addreport_button" class="btn btn-success-outline hidden">Add to Report</button> 6850 <button id="removereport_button" class="btn btn-danger-outline hidden">Remove from Report</button> 6851 </div> 6852 6853 <div class="floatLeft buttons_container marginBottom" id="other_actions"> 6854 <!-- Action Buttons --> 6855 <button id="createexpense_button" class="btn btn-success-outline hidden">New Expense</button> 6856 <button id="editMultiple_button" class="btn btn-primary-outline hidden">Edit Multiple</button> 6857 <button id="mergeExpense_button" class="btn btn-primary-outline hidden">Merge</button> 6858 <button id="delete_expense" class="btn btn-danger-outline expensicons expensicons-trashcan expensicons-sm hidden"></button> 6859 </div> 6860 </div> 6861 </div> 6862 </div> 6863 6864 <div id="expensesAlerts" class="alertsBanner dialogBanner"> 6865 <ul class="js_alertsList"> 6866 </ul> 6867 </div> 6868 6869 <div id="tablecontainer"></div> 6870 </div> 6871 6872 </div> 6873</script>
6873 6874
6874<script type="text/template" id="template_Dialog_GenerateABA_main" class="js_template"> 6875 6876 <div id="message"> 6877 <div id="reimbursementDialogBanner" class="dialogHero"> 6878 <div class="dialogHeroText"> 6879 <h2 class="js_reimbursementBannerTitle">Reimbursement via ABA File</h2> 6880 </div> 6881 </div> 6882 6883 <div class="dialog_wrapper"> 6884 <div class="marginBottom20"> 6885 <span>Expensify will generate a Direct Entry (ABA) file that can be uploaded directly to your online banking system for reimbursements.</span> 6886 </div> 6887 <div id="bulkWarning" class="hidden"> 6888 <span class="depreciated"><b>NOTE:</b> The ABA file generated will only include <span id="validReports">0</span> out of the <span id="totalReports">0</span> reports selected. Please ask the submitters to add a bank account before trying to reimburse the reports again.</span> 6889 </div> 6890 </div> 6891 </div> 6892 6893 <div id="footerContainer" class="dialog_wrapper"> 6894 <div class="dialogFooter textRight aba_button"> 6895 <button class="btn btn-success-outline">Generate ABA and Mark as Reimbursed</button> 6896 </div> 6897 </div> 6898 6899</script>
6899 6900
6901<script type="text/template" id="template_Dialog_GenerateABA_spinner" class="js_template"> 6902 <div class="spinner"></div> 6903</script>
6903 6904
6905<script type="text/template" id="template_Dialog_GenerateABA_errorGeneratingABATitle" class="js_template"> 6906 Error Generating ABA file 6907</script>
6907 6908
6909<script type="text/template" id="template_Dialog_GenerateABA_errorGeneratingABAMessage" class="js_template"> 6910 <div class="dialog_wrapper center"> 6911 <p> 6912 There was an error when trying to generate your ABA File. 6913 </p> 6914 <p> 6915 Our engineering team has been notified to fix this issue promptly. Please email [email protected] if the issue persists. 6916 </p> 6917 </div> 6918</script>
6918 6919
6919<script type="text/template" id="template_Dialog_GeneratePDF_main" class="js_template"> 6920<div class="center"> 6921 <div class="pdf_message"> 6922 <div class="spinner"></div> 6923 </div> 6924</div> 6925</script>
6925 6926
6927<script type="text/template" id="template_Dialog_GeneratePDF_errorGeneratingPDFTitle" class="js_template"> 6928Error Generating PDF 6929</script>
6929 6930
6931<script type="text/template" id="template_Dialog_GeneratePDF_errorGeneratingPDFMessage" class="js_template"> 6932<p> 6933 There was an error when trying to generate your PDF. In the meantime, please print the report instead. 6934</p> 6935 6936<p> 6937 Please email [email protected] if the issue persists. 6938</p> 6939 6940<a class="btn btn-success-outline" href="printablereport?promptPrint=true&reportID=<%- reportID %>" target="_blank" rel="noopener noreferrer"> 6941 Print Report 6942</a> 6943</script>
6943 6944
6944<script type="text/template" id="template_Dialog_GLCodeMapper_main" class="js_template"> 6945 <div id="dialog_glCodeMapper"> 6946 <div class="dialog_wrapper"> 6947 <div class="center">Which part of this is the GL Code for the 6948 <span class="dialog_glCodeMapper_type">ACK</span> <strong><span class="dialog_glCodeMapper_exampleOfType">example</span></strong><br />Drag the handles to highlight the area you want to use. 6949 </div> 6950 6951 <div class="center"> 6952 <div class="dialog_glCodeMapper_glCodeEditor_wrapper"> 6953 <div class="dialog_glCodeMapper_handle" id="dialog_glCodeMapper_handle_right"><span class="vertical_grips">⋮</span></div> 6954 <div class="dialog_glCodeMapper_handle" id="dialog_glCodeMapper_handle_left"><span class="vertical_grips">⋮</span></div> 6955 <div id="dialog_glCodeMapper_selectShade"></div> 6956 <div class="dialog_glCodeMapper_exampleGlCode">xxx</div> 6957 </div> 6958 </div> 6959 6960 <div id="dialog_glCodeMapper_storyMode" class="hidden center"> 6961 <p class="lineHeightInput">The GL Code shown above is <select name="dialog_glCodeMapper_resp_glCodeType" id="dialog_glCodeMapper_resp_glCodeType"> 6962 <option value="all">the code for this category</option> 6963 <option value="delimited_dashes">delimited by dashes</option> 6964 <option value="delimited_colons">delimited by colons</option> 6965 <option value="fixed_width">fixed width keys</option></select>. 6966 </p> 6967 <p id="dialog_glCodeMapper_resp_extOpts_keys">The <span class="dialog_glCodeMapper_type">ACK</span> key is the 6968 <select name="dialog_glCodeMapper_resp_glCodeIndex" id="dialog_glCodeMapper_resp_glCodeIndex"> 6969 <option value="1">first</option> 6970 <option value="2">second</option> 6971 <option value="3">third</option> 6972 <option value="4">fourth</option> 6973 <option value="5">fifth</option> 6974 <option value="6">sixth</option> 6975 <option value="7">seventh</option> 6976 </select> 6977 key in the GL code shown above. 6978 </p> 6979 <p id="dialog_glCodeMapper_resp_extOpts_fixedWidth" class="form">The <span class="dialog_glCodeMapper_type">ACK</span> key starts at position 6980 <input type="number" id="dialog_glCodeMapper_resp_glCodeFixedIndex" class="shortest"> and is always 6981 <input type="number" id="dialog_glCodeMapper_resp_glCodeFixedLength" class="shortest"> 6982 characters long. 6983 </p> 6984 </div> 6985 6986 <div class="floatLeft width60 marginTop"> 6987 <button class="btn btn-primary-outline marginRight" id="dialog_glCodeMapper_showStoryMode">Advanced</button> 6988 <div class="floatRight marginRight"> 6989 <button class="btn btn-success-outline marginRight dialog_glCodeMapper_okay">Okay</button> 6990 </div> 6991 </div> 6992 <div class="clear"></div> 6993 </div> 6994 </div> 6995</script>
6995 6996
6996<script type="text/template" id="template_Dialog_HelpForm_main" class="js_template"> 6997 <div id="dialog_helpForm"> 6998 <div class="dialogTabs feedback"> 6999 <p>What can we help you with?</p> 7000 </div> 7001 <p>Our friendly support team is here to help! Send us a message and we'll get back to you within 24 hours.</p> 7002 <textarea rows="10" id="js_messageText"></textarea> 7003 <div class="dialogFooter textRight marginTop20"> 7004 <button class="btn btn-success-outline" id="js_submitButton"> 7005 Send Help Request 7006 </button> 7007 <div class="privacyLinkContainer"> 7008 <a href="/privacy" target="_blank" rel="noopener noreferrer" class="btn btn-link">Privacy</a> 7009 </div> 7010 </div> 7011 </div> 7012</script>
7012
7012<script type="text/template" id="template_Dialogs_IntegrationAssistance" class="js_template"> 7013 <p>Great, we're here for you! Please write any details or special requests below and an account manager will reach out to you within 24 hours.</p> 7014 7015 <textarea rows="10" id="js_textarea_assistance_details" placeholder="Anything you would like to let us know"></textarea> 7016 7017 <div class="center marginTop"> 7018 <button class="btn btn-success-outline" id="js_button_request_integration_assistance">Send Request</button> 7019 </div> 7020</script>
7020 7021
7021<script type="text/template" id="template_Dialog_KeyboardShortcuts_main" class="js_template"> 7022<p>Do your expense reports faster with these handy keyboard shortcuts.</p> 7023 7024<table class="tableLeftHeader marginBottom20" border="0" cellspacing="0" cellpadding="5"> 7025 <tbody> 7026 <tr class="borderBottom"> 7027 <th>?</th> 7028 <td>Opens the keyboard shortcuts dialog</td> 7029 </tr> 7030 <tr class="borderBottom"> 7031 <th>ESC</th> 7032 <td>Close dialogs</td> 7033 </tr> 7034 <tr class="borderBottom"> 7035 <th>Ctrl+Enter</th> 7036 <td>From the comment field, submit a comment on a report.</td> 7037 </tr> 7038 <tr class="borderBottom"> 7039 <th>Shift+P</th> 7040 <td>Takes you to the report's workspace when you're on the report page</td> 7041 </tr> 7042 <tr class="borderBottom"> 7043 <th>Shift+→</th> 7044 <td>Go to the next report or expense</td> 7045 </tr> 7046 <tr class="borderBottom"> 7047 <th>Shift+←</th> 7048 <td>Go to the previous report or expense</td> 7049 </tr> 7050 <% if (User.isExpensifyStaff()) { %> 7051 <tr class="borderBottom"> 7052 <th>Shift+R</th> 7053 <td>Reloads the current page</td> 7054 </tr> 7055 <% } %> 7056 <tr> 7057 <th>Shift+G</th> 7058 <td>Prompts you for a reportID and takes you to the report page of the report with the given ID</td> 7059 </tr> 7060 </tbody> 7061</table> 7062</script>
7062 7063
7063<script type="text/template" id="template_Dialog_Map_main" class="js_template"> 7064 <div id="dialog_map3"> 7065 <div class="dialog_wrapper"> 7066 <div class="floatWrapper"> 7067 <div class="floatLeft width30"> 7068 <div class="marginBottom"> 7069 <div class="floatLeft"> 7070 <h3>Distance</h3> 7071 </div> 7072 <div class="floatRight"> 7073 <span class="js_distance lineHeightInput">0</span> 7074 <select name="unit" id="map3_unit" disabled> 7075 <option value="km">Km</option> 7076 <option value="mi">Mi</option> 7077 </select> 7078 </div> 7079 <div class="clearfix"></div> 7080 </div> 7081 7082 <ol id="map3_destinationContainer" class="form short-labels textRight clearfix"></ol> 7083 7084 <p> 7085 <a class="js_addDestination">Add Destination</a> 7086 </p> 7087 7088 <div class="js_error_container message_error <%= UI.HIDDEN %>"> 7089 <h3 class="js_error_title <%= UI.HIDDEN %>"></h3> 7090 <p class="js_error_message <%= UI.HIDDEN %>"></p> 7091 </div> 7092 7093 <ol class="form floatRight one-line"> 7094 <li class="checkbox marginRight"> 7095 <input type="checkbox" id="map3_createReceipt" checked /> 7096 <label for="map3_createReceipt">Create Receipt</label> 7097 </li> 7098 <li> 7099 <button class="btn btn-primary-outline js_update floatRight">Update</button> 7100 </li> 7101 <li class="submit"> 7102 <button class="btn btn-success js_save add">Save</button> 7103 </li> 7104 </ol> 7105 </div> 7106 7107 <div class="floatRight js_mapContainer marginBottom" style="width: 634px; height: 400px;"></div> 7108 </div> 7109 </div> 7110 <div class="privacyLinkContainer"> 7111 <a href="/privacy" target="_blank" rel="noopener noreferrer">Privacy</a> 7112 </div> 7113 </div> 7114</script>
7114 7115
7115<script type="text/template" id="template_Dialog_MergeExpenses_main" class="js_template"> 7116 <div id="dialog_mergeExpense"> 7117 7118 <div class="dialog_wrapper"> 7119 <div class="floatWrapper"> 7120 7121 <div class="floatRight" id="merge_receiptSide"> 7122 <form class="form"> 7123 <ol> 7124 <li> 7125 <select name="receipt" class="long marginBottom20"></select> 7126 <div id="merge_receiptContainer"> 7127 </div> 7128 </li> 7129 </ol> 7130 </form> 7131 </div> 7132 7133 <div class="expenseDialogLeft"> 7134 <form id="mergeExpense_form" class="form expenseForm"> 7135 <ol> 7136 <input type="hidden" id="merge_expenseID_0" /> 7137 <input type="hidden" id="merge_expenseID_1" /> 7138 7139 <li class="separate"> 7140 <label for="cardID">Card</label> 7141 <select name="cardID"></select> 7142 <p name="cardID"></p> 7143 </li> 7144 7145 <li class="merchantRow"> 7146 <label for="merchant">Merchant </label> 7147 <select name="merchant" class="large"></select> 7148 <p name="merchant"></p> 7149 </li> 7150 7151 <li class="separate"> 7152 <label for="created">Date</label> 7153 <select name="created" class="short"></select> 7154 <p name="created" class="short"></p> 7155 </li> 7156 7157 <li> 7158 <label for="amount">Total</label> 7159 <select name="amount" class="short"></select> 7160 <p name="amount" class="short"></p> 7161 </li> 7162 7163 <li class="separate"> 7164 <label for="currency">Currency</label> 7165 <select name="currency" class="short"></select> 7166 <p name="currency" class="short"></p> 7167 </li> 7168 7169 <li> 7170 <label for="reimbursable">Reimbursable</label> 7171 <select name="reimbursable" class="short"></select> 7172 <p name="reimbursable" class="short"></p> 7173 </li> 7174 7175 <li class="separate"> 7176 <label for="billable">Billable</label> 7177 <select name="billable" class="short"></select> 7178 <p name="billable" class="short"></p> 7179 </li> 7180 7181 <li> 7182 <label for="category">Category</label> 7183 <select name="category"></select> 7184 <p name="category"></p> 7185 </li> 7186 7187 <li> 7188 <label for="attendees">Attendees</label> 7189 <select name="attendees"></select> 7190 <p name="attendees" class="wrap"></p> 7191 </li> 7192 7193 <li class="tagInputField"> 7194 <label for="tag">Tag</label> 7195 <select name="tag"></select> 7196 <p name="tag"></p> 7197 </li> 7198 7199 <li> 7200 <label for="comment">Description</label> 7201 <select name="comment"></select> 7202 <p name="comment" class="wrap"></p> 7203 </li> 7204 7205 <li class="separate"> 7206 <label for="reportID">Report</label> 7207 <select name="reportID"></select> 7208 <p name="reportID"></p> 7209 </li> 7210 </ol> 7211 </form> 7212 </div> 7213 7214 </div><!-- close floatWrapper --> 7215 7216 </div> <!-- close dialog_wrapper --> 7217 7218 <div class="dialog_footer textRight"> 7219 <button id="mergeExpense_saveButton" class="btn btn-lg btn-success-outline"> 7220 Save 7221 </button> 7222 </div> 7223 7224 </div> 7225 7226</script>
7226 7227
7227<script type="text/template" id="template_QuickbooksDesktop_Export_responseMessageBody" class="js_template"> 7228 <div class="marginBottom center"><img src="<%= CONST.URL.CLOUDFRONT_IMG %>icon-qb_50_50<%= hasErrors ? '_alert' : '' %>.png"/></div> 7229 QuickBooks Desktop returned the following results during export: 7230 <ul class="quickbooksDesktopExportMessageList bullets marginTop"> 7231 <% _.each(statusMessageMap, function(status, reportID) { %> 7232 <li> 7233 <strong><a href="/report?reportID=<%= reportID %>" target="_blank" rel="noopener noreferrer"><%- status.reportName %></a></strong> 7234 <br/> 7235 <% if(!_.isArray(status.message)) { 7236 status.message = [ status.message ]; 7237 } 7238 _.each(status.message, function(message, index) { %> 7239 <div class="leftPane"> 7240 <% if (index === 0) { %> 7241 <span class="token <%= status.type.toLowerCase() %> smaller"><%- status.type %></span> 7242 <% } else { %> 7243 7244 <% } %> 7245 </div> 7246 <div class="rightPane depreciated small"> 7247 <%- message || '' %> 7248 </div> 7249 <div class="clearfix"></div> 7250 <% }); %> 7251 </li> 7252 <% }); %> 7253 </ul> 7254</script>
7254
7254<script type="text/template" id="template_QuickbooksOnline_Export_responseMessageBody" class="js_template"> 7255 <div class="marginBottom center"><img src="<%= CONST.URL.CLOUDFRONT_IMG %>icon-qb_50_50<%= hasErrors ? '_alert' : '' %>.png"/></div> 7256 QuickBooks Online returned the following results during export: 7257 <ul class="quickbooksOnlineExportMessageList bullets marginTop"> 7258 <% _.each(statusMessageMap, function(status, reportID) { %> 7259 <li> 7260 <strong><a href='/report?reportID=<%= reportID %>' target='_blank' rel='noopener noreferrer' ><%- status.reportName %></a></strong> 7261 <br/> 7262 <% if(!_.isArray( status.message)) { 7263 status.message = [status.message]; 7264 } 7265 7266 _.each(status.message, function(message, index) { %> 7267 <div class="leftPane"> 7268 <% if (index === 0) { %> 7269 <span class="token <%= status.type.toLowerCase() %> smaller"><%- status.type %></span> 7270 <% } else { %> 7271 7272 <% } %> 7273 </div> 7274 <div class="rightPane depreciated small"> 7275 <%- message || '' %> 7276 </div> 7277 <div class="clearfix"></div> 7278 <% }); %> 7279 <% if (status.urls && !_.isEmpty(status.urls.reimbursable)) { %> 7280 <div class="leftPane"> </div> 7281 <div class="rightPane depreciated small"> 7282 <a target="_blank" rel="noopener noreferrer" href="<%= status.urls.reimbursable[0] %>">View reimbursable expenses</a> 7283 </div> 7284 <div class="clearfix"></div> 7285 <% } %> 7286 <% if (status.urls && !_.isEmpty(status.urls.nonReimbursable)) { %> 7287 <div class="leftPane"> </div> 7288 <div class="rightPane depreciated small"> 7289 <a target="_blank" rel="noopener noreferrer" href="<%= status.urls.nonReimbursable.length > 1 ? QuickbooksOnline.EXPENSES_URL : status.urls.nonReimbursable[0] %>">View non-reimbursable expenses</a> 7290 </div> 7291 <div class="clearfix"></div> 7292 <% } %> 7293 </li> 7294 <% }); %> 7295 </ul> 7296</script>
7296
7296<script type="text/template" id="template_Xero_Export_responseMessageBody" class="js_template"> 7297 <div class="marginBottom center"><img src="<%= CONST.URL.CLOUDFRONT_IMG %>icon-Xero-alert.png"/></div> 7298 Xero returned the following errors during export: 7299 <ul id="xeroExportMessageList" class="marginTop20 bullets"> 7300 <li> 7301 <% _.each(statusMessageMap, function(status, reportID) { %> 7302 <strong><a href='/report?reportID=<%= reportID %>' target='_blank' rel='noopener noreferrer' ><%- status.reportName %></a></strong> 7303 <div class="depreciated small"> 7304 <% _.each(status.responseMessages, function(responseMessage) { %> 7305 <span class="token <%= responseMessage.type.toLowerCase() %> smaller"><%- responseMessage.type %></span><%- responseMessage.message || '' %> 7306 <% }); %> 7307 </div> 7308 <% }); %> 7309 </li> 7310 </ul> 7311</script>
7311
7311<script type="text/template" id="template_Dialogs_NetSuite_IntroduceReimbursedSync_Main" class="js_template"> 7312 <div class="netSuiteSyncDialog"> 7313 <p>You export reimbursable expenses as Expense Reports to NetSuite. We've just added a great feature that lets you "sync" Expense Reports that are reimbursed in Expensify with NetSuite. Anytime a report is reimbursed using Expensify ACH, we will mark it as paid in NetSuite. Please make sure that you've enabled "Sync reimbursed reports" and have the correct NetSuite Account selected.</p> 7314 <div class="dialogDivider"></div> 7315 <div id="reimbursedReports_container"></div> 7316 <div class="dialogFooter clearfix"> 7317 <button class="btn btn-success-outline floatRight js_button_save">Save</button> 7318 </div> 7319 </div> 7320</script>
7320 7321
7321<script type="text/template" id="template_Dialogs_NetSuite_Sync_ReimbursedReports" class="js_template"> 7322 <div class="form xl-labels rowGaps marginBottom40"> 7323 <ol> 7324 <li> 7325 <label for="ns_syncReimbursedReports">Sync Reimbursed Reports</label> 7326 <div class="onoffswitch-wrapper marginLeft10"> 7327 <input type="checkbox" id="ns_syncReimbursedReports" class="onoffswitch-checkbox"/> 7328 <label class="onoffswitch-label" for="ns_syncReimbursedReports"> 7329 <span class="onoffswitch-inner"></span> 7330 <span class="onoffswitch-switch"></span> 7331 </label> 7332 </div> 7333 </li> 7334 </ol> 7335 <div id="ns_reimbursementAccountSelectBlock" class="lineHeightInput-lg form xl-labels rowGaps hidden"> 7336 <label for="ns_reimbursementAccountSelect">NetSuite Account</label> 7337 <select id="ns_reimbursementAccountSelect" class="vAlignMiddle"></select> 7338 </div> 7339 </div> 7340</script>
7340 7341
7341<script type="text/template" id="template_NetSuite_Sync_fieldMapping" class="js_template"> 7342 <li class="lineHeightInput-lg"> 7343 <label for="ns_dataMapping_<%- Str.sanitizeToAlphaNumeric( data ) %>">Map NetSuite <%- data %> to</label> 7344 <select class="ns_dataMapping long vAlignMiddle" id="ns_dataMapping_<%- Str.sanitizeToAlphaNumeric( data ) %>"> 7345 <option data-value="ns_mapping_none"><%- dataDefaultText %></option> 7346 <option data-value="ns_mapping_report_field">Report Field</option> 7347 <option data-value="ns_mapping_tag">Tag</option> 7348 </select> 7349 </li> 7350</script>
7350 7351
7351<script type="text/template" id="template_Dialog_NewExpense_Main" class="js_template"> 7352 <div id="dialog_newExpense3" class="expenseDialog dropzoneAbsolute"> 7353 <!-- New Expense Tab Panes --> 7354 <div class="dialog_wrapper"> 7355 <div id="newExpense3_panes"> 7356 7357 <!-- One Tab --> 7358 <div data-pane="one" class="newExpense3_one"> 7359 <!-- One Modes --> 7360 <div class="dialogTabs"> 7361 <ul class="bigTabs"> 7362 <li class="first" data-mode="expense"><a>Expense</a></li> 7363 <li class="" data-mode="mileage"><a>Distance</a></li> 7364 <li class="hidden" data-mode="time"><a>Time</a></li> 7365 <li class="hidden" data-mode="customUnit"><a>Per Diem</a></li> 7366 <li class="" data-mode="afew"><a>Multiple</a></li> 7367 </ul> 7368 </div> 7369 7370 <div id="expenseDialogContainer" class="floatWrapper"> 7371 <div class="floatLeft expenseDialogLeft smallTabs_content"> 7372 <!-- One Expense --> 7373 <form id="newExpense3_expenseForm" data-mode="expense" class="form expenseForm js_modeContainer"> 7374 <ol> 7375 <li class="merchantRow"> 7376 <label class="required">Merchant</label> 7377 <input name="merchant" class="required large js_merchantAutoComplete" type="text" placeholder="Merchant Name" maxlength="255"/> 7378 </li> 7379 <li class="separate"> 7380 <label class="required">Date</label> 7381 <input name="created" class="required calendar" type="text" /> 7382 </li> 7383 7384 <!-- Custom TAX container --> 7385 <li id="taxFieldsContainer" class="li_taxFields separate clearfix"></li> 7386 <li class="totalRow separate"> 7387 <label class="required">Total</label> 7388 <input id="newExpense3_oneExpense_amount" name="amount" class="required short" type="text" /> 7389 <select id="newExpense3_oneExpense_currency" name="currency"></select> 7390 </li> 7391 7392 <li class="checkbox reimbursableLine hidden" id="newExpense3_reimbursableLine"> 7393 <input id="newExpense3_oneExpense_reimbursable" name="reimbursable" checked="checked" type="checkbox" /> 7394 <label for="newExpense3_oneExpense_reimbursable" id="oneExpenseReimbursable_label" class="qtip">Reimbursable</label> 7395 </li> 7396 7397 <li class="checkbox billableLine hidden" id="newExpense3_billableLine"> 7398 <input id="newExpense3_oneExpense_billable" name="billable" type="checkbox"/> 7399 <label for="newExpense3_oneExpense_billable" id="oneExpenseBillable_label" class="qtip">Billable</label> 7400 </li> 7401 7402 <div class="clearfix separate"></div> 7403 7404 <!-- Custom expense fields container --> 7405 <li id="expenseFieldsContainer"></li> 7406 7407 <li class="category_dropdown"> 7408 <label>Category</label> 7409 <select name="category" class="long"></select> 7410 </li> 7411 <li id="dialog_newExpense3_atendeesContainer_expense" <% if (!s
7411howAttendees) { %> class="hidden"<% } %>> 7412 <label>Attendees</label> 7413 <div id="dialog_newExpense3_attendees_expense"></div> 7414 </li> 7415 <li class="tagInputField"> 7416 <label>Tag</label> 7417 <select name="tag" id="newExpense3_oneExpense_tags0" class="long newExpense3_oneExpense_tags_select"></select> 7418 </li> 7419 <li> 7420 <label>Description</label> 7421 <input name="comment" type="text" /> 7422 </li> 7423 <li id="dialog_newExpense3_chooseReport_expense" class="separate"> 7424 <label>Report</label> 7425 <select name="reportID" id="newExpense3_reportSelector" class="reportSelector long disabled"></select> 7426 </li> 7427 </ol> 7428 </form> 7429 7430 <!-- One Mileage --> 7431 <form id="newExpense3_mileageForm" data-mode="mileage" class="form expenseForm js_modeContainer"> 7432 <ol> 7433 <div id="newExpense3_customUnitsMileageEditor"></div> 7434 7435 <li id="mileageEditor" class="merchantRow"> 7436 <label class="required">Distance</label> 7437 <input name="miles" id="newExpense3_oneMileage_count" class="required large short qtip" type="text" /> 7438 <select name="unit" id="newExpense3_oneMileage_unit" class="large marginLeft5"> 7439 <option value="km">km</option> 7440 <option value="mi">mi</option> 7441 </select> 7442 <span class="rate" id="newExpense3_mileageRate">/mile</span> 7443 </li> 7444 7445 <li class="separate"> 7446 <label class="required">Date</label> 7447 <input name="created" class="required calendar" type="text" /> 7448 </li> 7449 7450 <li class="separate"> 7451 <label>Amount</label> 7452 <input name="amount" id="newExpense3_oneMileage_amount" class="short qtip" type="text" /><span id="newExpense3_mileage_currency"></span> 7453 <span id="newExpense3_oneMileage_currency" class="marginLeft"></span> 7454 </li> 7455 <li class="checkbox reimbursableLine" id="newExpense3_mileage_reimbursableLine"> 7456 <input id="newExpense3_oneMileage_reimbursable" 7457 name="reimbursable" checked="checked" type="checkbox" /> 7458 <label for="newExpense3_oneMileage_reimbursable">Reimbursable</label> 7459 </li> 7460 <li class="checkbox billableLine" id="newExpense3_mileage_billableLine"> 7461 <input id="newExpense3_oneMileage_billable" name="billable" type="checkbox"/> 7462 <label for="newExpense3_oneMileage_billable">Billable</label> 7463 </li> 7464 <div class="clearfix separate"></div> 7465 7466 <li class="category_dropdown"> 7467 <label>Category</label> 7468 <select name="category" class="long qtip"></select> 7469 </li> 7470 <li> 7471 <label>Tag</label> 7472 <select name="tag" id="newExpense3_oneMileage_tags0" class="long qtip newExpense3_oneMileage_tags_select newExpense3_oneMileage_tags"></select> 7473 </li> 7474 <li> 7475 <label>Description</label> 7476 <input name="comment" type="text" /> 7477 </li> 7478 <li id="dialog_newExpense3_chooseReport_mileage" class="separate"> 7479 <label>Report</label> 7480 <select name="reportID" id="newExpense3_oneMileage_report" class="reportSelector long disabled"></select> 7481 </li> 7482 </ol> 7483 </form> 7484 7485 <!-- One Hour --> 7486 <form id="newExpense3_timeForm" data-mode="time" class="form expenseForm js_modeContainer"> 7487 <ol> 7488 <li class="merchantRow"> 7489 <label class="required">Hours</label> 7490 <input name="hour" id="newExpense3_oneTime_hours" class="required large short qtip" type="text" value="
74900" /> 7491 <span> at </span> 7492 <input name="rate" id="newExpense3_oneTime_rate" class="required large short qtip" type="text" /> 7493 <span> per hour </span> 7494 </li> 7495 7496 <li class="separate"> 7497 <label class="required">Date</label> 7498 <input name="created" class="required calendar" type="text" /> 7499 </li> 7500 7501 <li class="separate"> 7502 <label>Amount</label> 7503 <input name="amount" id="newExpense3_oneTime_amount" class="short qtip" type="text" disabled="disabled" /> 7504 <span id="newExpense3_time_currency" class="marginLeft"></span> 7505 </li> 7506 7507 <li class="checkbox reimbursableLine" id="newExpense3_time_reimbursableLine"> 7508 <input id="newExpense3_oneTime_reimbursable" name="reimbursable" checked="checked" type="checkbox" /> 7509 <label for="newExpense3_oneTime_reimbursable">Reimbursable</label> 7510 </li> 7511 7512 <li class="checkbox billableLine" id="newExpense3_time_billableLine"> 7513 <input id="newExpense3_oneTime_billable" name="billable" type="checkbox"/> 7514 <label for="newExpense3_oneTime_billable">Billable</label> 7515 </li> 7516 7517 <div class="clearfix separate"></div> 7518 7519 <li class="category_dropdown"> 7520 <label>Category</label> 7521 <select name="category" class="long qtip"></select> 7522 </li> 7523 <li> 7524 <label>Tag</label> 7525 <select name="tag" id="newExpense3_oneTime_tags0" class="long qtip newExpense3_oneTime_tags_select newExpense3_oneTime_tags"></select> 7526 </li> 7527 <li> 7528 <label>Description</label> 7529 <input name="comment" type="text" /> 7530 </li> 7531 <li id="dialog_newExpense3_chooseReport_time" class="separate"> 7532 <label>Report</label> 7533 <select name="reportID" id="newExpense3_oneTime_report" class="reportSelector long disabled"></select> 7534 </li> 7535 </ol> 7536 </form> 7537 7538 <!-- One Per Diem --> 7539 <form id="newExpense3_customUnitForm" data-mode="customUnit" class="form expenseForm js_modeContainer"> 7540 <ol> 7541 <div id="newExpense3_customUnitsPerDiemEditor"></div> 7542 7543 <div class="clearfix separate"></div> 7544 7545 <li class="category_dropdown"> 7546 <label>Category</label> 7547 <select id="newExpense3_oneCustomUnit_category" name="category" class="long"></select> 7548 </li> 7549 7550 <li> 7551 <label>Tag</label> 7552 <select name="tag" id="newExpense3_oneCustomUnit_tags0" class="long newExpense3_oneTime_tags_select newExpense3_oneTime_tags"></select> 7553 </li> 7554 <li> 7555 <label>Description</label> 7556 <input name="comment" id="newExpense3_oneCustomUnit_comment" type="text" /> 7557 </li> 7558 <li id="dialog_newExpense3_chooseReport_customUnit" class="separate"> 7559 <label>Report</label> 7560 <select name="reportID" id="newExpense3_oneCustomUnit_report" class="reportSelector long disabled"></select> 7561 </li> 7562 </ol> 7563 </form> 7564 </div> 7565 7566 <!-- One Receipt --> 7567 <div class="floatRight center"> 7568 <div class="receiptContainer"></div> 7569 </div> 7570 7571 <div class="clearfix"></div> 7572 </div> 7573 7574 </div> 7575 7576 <!-- Few Tab --> 7577 <div data-pane="few" data-mode="afew" class="newExpense3_few js_modeContainer"> 7578 <div id="newExpense3_aFew_table"></div> 7579 </div> 7580 </div> 7581 </div> 7582 7583 <div class="dialog_footer textRight"> 7584 <div data-pane="few" data-mode="afew" class="newExpense3_few js_modeContainer"> 7585 <button class="btn btn-lg btn-primary-outline floatLeft js_reset">Reset</button> 7586 </div> 7587 <button class="btn btn-lg btn-success-outline js_save"> 7588 Save 7589 </button> 7590 </div> 7591 </div> 7592 7593</script>
7593 7594
7594<script type="text/template" id="template_Dialog_NewExpense_receiptPopup" class="js_template"> 7595 <div class="inner"> 7596 <img src="<%= receiptURL %>" alt=""> 7597 </div> 7598 <div class="center"> 7599 <button class="btn btn-primary-outline multiExpense marginBottom js_detach">Detach</button> 7600 </div> 7601</script>
7601 7602
7602<script type="text/template" id="template_Dialog_Report_AccessControl_main" class="js_template"> 7603 <% if (canSeeSharedList) { %> 7604 <div class="dialog_inner"> 7605 <p>Here is the list of people who can see this report.</p> 7606 <ul id="accessControlListContainer"></ul> 7607 </div> 7608 <% } %> 7609 <div id="accessControlShareContainer"></div> 7610</script>
7610 7611
7612<script type="text/template" id="template_Dialog_Report_AccessControl_share" class="js_template"> 7613 <div class="shareForm_wrapper"> 7614 <h4>Share Report</h4> 7615 <form id="accessControlForm" class="form"> 7616 <ol> 7617 <li> 7618 <input id="accessControlEmailInput" class="fullWidth" type="text" placeholder="Enter an email address or phone number" required /> 7619 </li> 7620 <li> 7621 <textarea id="accessControlMessageInput" placeholder="Enter a message" class="fullWidth"></textarea> 7622 </li> 7623 <li class="textRight"> 7624 <button type="submit" class="btn btn-success-outline">Share Report</button> 7625 </li> 7626 </ol> 7627 </form> 7628 </div> 7629</script>
7629 7630
7630<script type="text/template" id="template_Dialog_Report_AccessControl_userListItem" class="js_template"> 7631 <li> 7632 <span class="gravatar round"><img src="<%= userAvatar %>"></span> 7633 <span class="accessControlUser"><%- userDisplayName %></span> 7634 <span class="accessControlRemoveContainer"></span> 7635 </li> 7636</script>
7636 7637
7638<script type="text/template" id="template_Dialog_Report_AccessControl_userRemove" class="js_template"> 7639 <a class="accessControlRemove" data-user="<%= userEmail %>">x</a> 7640</script>
7640 7641
7641<script type="text/template" id="template_Dialog_Rules_main" class="js_template"> 7642 <div id="dialog_rules"> 7643 <div class="dialog_wrapper"> 7644 <ol class="form" id="rules_merchantForm"> 7645 <li> 7646 <h4 class="marginBottom">When the Merchant name contains:</h4> 7647 </li> 7648 <li> 7649 <input type="text" id="rules_merchantToMatch" name="rules_merchantToMatch" class="floatLeft marginBottom"/> 7650 <button class="btn btn-primary-outline floatRight" id="rules_previewButton">Preview Matching Expenses</button> 7651 <div class="marginTop depreciated"><b>Pro tip:</b> enter a single period character "." to apply this rule to all expenses, regardless of the merchant name!</div> 7652 </li> 7653 </ol> 7654 <div id="rules_previewTableContainer"></div> 7655 7656 <form class="form"> 7657 <ol id="rules_form"> 7658 <li><h4 class="marginBottom"> 7659 Apply these changes to the expense: 7660 </h4></li> 7661 <li> 7662 <label for="rules_merchant">Merchant</label> 7663 <input class="medium" type="text" id="rules_merchant" name="merchant" /> 7664 </li> 7665 <div id="rules_taxCheckboxContainer" class="hidden"> 7666 <label for="rules_taxEnableCheckbox">Apply Tax</label> 7667 <input type="checkbox" id="rules_taxEnableCheckbox"/> 7668 </div> 7669 <li id="rules_taxContainer" class="li_taxFields"></li> 7670 <li class="combobox-control"> 7671 <label for="rules_category">Category</label> 7672 <select id="rules_category" name="category" class="medium"></select> 7673 </li> 7674 <li class="combobox-control"> 7675 <label for="rules_tag">Tag</label> 7676 <select id="rules_tag" name="tag" class="medium"></select> 7677 </li> 7678 <li> 7679 <label for="rules_comment">Description</label> 7680 <input class="medium" type="text" id="rules_comment" name="comment" /> 7681 </li> 7682 <li id="rules_reimbursableItem"> 7683 <label for="rules_reimbursable">Reimbursability</label> 7684 <select id="rules_reimbursable" name="reimbursable" class="medium"> 7685 <option value="">(don't change)</option> 7686 <option value="true">Reimbursable</option> 7687 <option value="false">Non-reimbursable</option> 7688 </select> 7689 </li> 7690 <li> 7691 <label for="rules_billable">Billable</label> 7692 <select id="rules_billable" name="billable" class="medium"> 7693 <option value="">(don't change)</option> 7694 <option value="true">Billable</option> 7695 <option value="false">Non-billable</option> 7696 </select> 7697 </li> 7698 <li> 7699 <label for="rules_reportName">Add to a report named</label> 7700 <input class="medium" type="text" id="rules_reportName" name="reportName" /> 7701 <p class="helperLabel error-red" id="rules_reportName_error" style="display:none;"></p> 7702 </li> 7703 <li class="checkbox"> 7704 <div class="marginTop"> 7705 <label for="rules_createReport"> 7706 <input type="checkbox" id="rules_createReport" /> 7707 Create report if necessary 7708 </label> 7709 </div> 7710 </li> 7711 <li class="checkbox"> 7712 <div class="marginTop"> 7713 <label for="rules_applyAll" id="rules_applyTip" class="qtip"> 7714 <input type="checkbox" id="rules_applyAll" /> 7715 Apply to existing matching expenses 7716 </label> 7717 </div> 7718 </li> 7719 <li id="allExpensesWarning"> 7720 <div class="marginTop" style="color:red"> 7721 WARNING: This will apply to ALL existing expenses regardless of merchant name, and cannot be undone. Please double-check all fields! 7722 </div> 7723 </li> 7724 <li id="existingExpensesWarning"> 7725 <div class="marginTop" style="color:red"> 7726 WARNING: This will apply to existing expenses and cannot be undone. Please double-check all fields! 7727 </div> 7728 </li> 7729 <li class="submit"> 7730 <button type="button" class="btn btn-success-outline marginTop" id="rules_save">Save Rule</button> 7731 <a class="help_link qtip marginTop15" id="rules_saveTip" href="https://help.expensify.com/articles/expensify-classic/expenses/Expense-Rules" target="_blank" rel="noopener noreferrer"></a> 7732 </li> 7733 </ol> 7734 </form> 7735 </div> 7736 7737 </div> 7738</script>
7738 7739
7739<script type="text/template" id="template_Dialog_SmartReport_InviteUsers" class="js_template"> 7740 <p>Your expense report is being created. If you have colleagues that are interested in using SmartReports please feel free to add them below.</p> 7741 <form id="emailListForm" class="form sr-form"> 7742 <input type="email" class="sr-emailInput" placeholder="Enter an email address"/> 7743 <input type="email" class="sr-emailInput sr-lastEmail" placeholder="Enter another address"/> 7744 </form> 7745 <p class="center"><a href="#" class="nextStepButton" id="sr-InviteSubmit">Invite Users</a></p> 7746</script>
7746
7746<script type="text/template" id="template_Dialog_SplitExpense_main" class="js_template"> 7747 <div> 7748 <p>Split your expense from merchant <strong><%- merchant %></strong>. <% if( receipt ){ %><span class="displayReceipt inlineBlock"><a class="js_displayReceipt" href="<%= receipt %>">View the receipt</a></p><% } %></p> 7749 7750 <p><i class="expensicons expensicons-sm expensicons-error-circle yellow vAlignMiddle inlineBlock"></i> <span class="inlineBlock vAlignMiddle">Please note that splitting an expense cannot be undone. <a rel="noopener noreferrer" href="https://community.expensify.com/discussion/4842/how-to-split-expenses-on-the-web-and-mobile-app" target="_blank">More info...</a></span></p> 7751 7752 </div> 7753 <div id="splitexpense_table_container"> 7754 <table class="table table-hoverable table-inlineEdit js_splitTable"> 7755 <thead> 7756 <tr> 7757 <th class="dateCol width-110px sorting_disabled">Date</th> 7758 <th class="categoryCol sorting_disabled">Category</th> 7759 <th class="tagCol sorting_disabled">Tag</th> 7760 <th class="amountCol width-110px sorting_disabled">Amount</th> 7761 <% if( showTax ){ %><th class="taxCol sorting_disabled">Tax</th><% }; %> 7762 <th class="equalizerCol hidden sorting_disabled"></th> 7763 <th class="deleteColumn width-40px sorting_disabled"></th> 7764 </tr> 7765 </thead> 7766 <tbody> 7767 </tbody> 7768 </table> 7769 7770 <div class="tableFooter"> 7771 <div class="floatRight totalContainer"> 7772 <div class="inlineBlock">Total</div> 7773 <div class="inlineBlock total"></div> 7774 </div> 7775 <div class="clearfix"></div> 7776 </div> 7777 </div> 7778 7779 <div class="textCenter"> 7780 7781 </div> 7782 7783 <div class="lineHeightInput-lg"> 7784 <button class="btn btn-lg btn-success-outline floatRight js_save">Save</button> 7785 7786 <div class="inlineBlock vAlignMiddle"> 7787 <button class="btn btn-primary-outline js_addSplit">Add Split</button> 7788 <button class="btn btn-primary-outline js_splitByDays"> Split by Days</button> 7789 <button class="btn btn-primary-outline js_splitEven">Split Even</button> 7790 </div> 7791 </div> 7792</script>
7792 7793
7794<script type="text/template" id="template_Dialog_SplitExpense_row" class="js_template"> 7795<tr class="<%= isEven ? 'even' : 'odd' %> hoverable" data-issuggestion="<%- isSuggestion %>"> 7796 <td class="dateCol width-110px"> 7797 <input type="text" class="splitExpense_created calendar" value="<%= created %>"> 7798 </td> 7799 <td class="categoryCol editable"><%- category %></td> 7800 <td class="tagCol editable"><%- tag %></td> 7801 <td class="amountCol width-110px editable"><%= amount %></td> 7802 <% if( showTax ){ %><td class="taxCol editable"></td><% }; %> 7803 <td class="equalizerCol hidden"> 7804 <button class="btn btn-success-outline js_splitEqualizer">=</button> 7805 </td> 7806 <td class="deleteCol width-40px"> 7807 <%= showDeleteButton ? Templates.get( ['Global', 'deleteButton'], { extraClass: 'js_splitDelete' } ) : '' %> 7808 </td> 7809</tr> 7810</script>
7810 7811 7812<div id="reports_popup_splitExpense_splitDateContainer" class="reports_popup hidden"> 7813 <div class="reports_popup_inner"> 7814 <ol class="form"> 7815 <li> 7816 <label>Start</label> 7817 <input type="text" class="calendar" id="splitExpense_startDate" /> 7818 </li> 7819 <li> 7820 <label>End</label> 7821 <input type="text" class="calendar" id="splitExpense_endDate" /> 7822 </li> 7823 <li> 7824 <button id="splitExpense_splitDaysHideButton" class="btn btn-primary-outline">Cancel</button> 7825 <button id="splitExpense_splitDaysDo" class="btn btn-primary-outline">Split</button> 7826 </li> 7827 </ol> 7828 </div> 7829</div> 7830
7830<script type="text/template" id="template_Dialog_UpgradePolicy_main" class="js_template"> 7831<div class="clearfix"> 7832 <div class="width50 floatLeft"> 7833 <p><span class="js_message"></span></p> 7834 <p>You can upgrade one of your workspaces to <%- corporateWord %> or create a new <%- corporateWord %> Workspace:</p> 7835 7836 <div id="upgradePolicy_policyList"></div> 7837 </div> 7838 <div class="width50 floatRight"> 7839 <div class="padding20"> 7840 <div id="upgradePolicy_policyCard" class="grayCards"></div> 7841 </div> 7842 </div> 7843</div> 7844 7845</script>
7845 7846
7846<script type="text/template" id="template_Dialog_UploadCompanyCard_main" class="js_template"> 7847 <div id="dialog_ccupload"> 7848 <div id="ccupload_LayoutContainer" class="marginBottom40"> 7849 <p>Please follow this <a href="https://community.expensify.com/discussion/6569/how-to-import-and-assign-company-cards-from-spreadsheet-or-ofx-file/p1" target="_blank" rel="noopener noreferrer">help guide</a> to get your company card expenses imported!</p> 7850 <div class="contentCard has-border"> 7851 <h4>Company Card Upload Feed Settings</h4> 7852 7853 <div class="form xl-labels rowGaps marginTop20"> 7854 <ol> 7855 <li id="ccupload_layoutSelectorGroup"> 7856 <label>Upload Company Card transactions for</label> 7857 <select id="ccupload_layoutFeedSelector" class="long large" ></select> 7858 <button id="ccupload_editLayoutButton" type="button" class="btn btn-primary hidden"><i class="expensicons expensicons-pencil"></i></button> 7859 <button id="ccupload_deleteLayoutButton" type="button" class="btn btn-lg btn-danger-outline hidden"><i class="expensicons expensicons-trashcan"></i></button> 7860 </li> 7861 <li class="ccupload_layoutConfig"> 7862 <label>Company Card Layout Name</label> 7863 <input type="text" id="ccupload_layoutName" class="large long" required /> 7864 </li> 7865 <li class="ccupload_layoutConfig"> 7866 <label>Use Advanced Fields (Not Recommended)</label> 7867 <span class="onoffswitch-wrapper"> 7868 <input type="checkbox" id="ccupload_layoutAdvancedOption" class="onoffswitch-checkbox" /> 7869 <label class="onoffswitch-label" for="ccupload_layoutAdvancedOption"> 7870 <span class="onoffswitch-inner"></span> 7871 <span class="onoffswitch-switch"></span> 7872 </label> 7873 </span> 7874 </li> 7875 <li class="ccupload_layoutConfigDate hidden"> 7876 <label>Date Format <a href="https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#date-formats" target="_blank" rel="noopener noreferrer" id="ccupload_dateFormat_qtip" class="vAlignMiddle help_link qtip-bottom" title="Enter a format using formula date formats or leave it blank and we will try to guess the format. Click to find out more about formula date formats."></a></label> 7877 <input type="text" id="ccupload_layoutDateFormat" class="large long" value="yyyy-MM-dd"/> 7878 </li> 7879 7880 <li id="ccupload_uploadContainer" class="submit"> 7881 <button id="ccupload_uploadSpreadsheetButton" class="btn btn-lg btn-success">Upload CSV</button> 7882 <div class="icon-message hidden marginTop20" id="ccupload_messageBox"> 7883 <div class="icon-message__icon"><i class="expensicons expensicons-sm expensicons-error-circle error-red"></i></div><p class="noMargin" id="ccupload_message"></p> 7884 </div> 7885 </li> 7886 </ol> 7887 </div> 7888 </div> 7889 </div> 7890 7891 <div id="ccupload_columnMappingGroup" class="hidden"> 7892 <h4>Configure Column Attribute Mappings</h4> 7893 <table id="ccupload_columnMapSelectorTable" class="table table-compact marginBottom"></table> 7894 </div> 7895 <div id="ccupload_outputPreviewContainer" class="marginTop40 marginBottom30 hidden"> 7896 <h4>Output Preview <span class="small depreciated font-weight-normal"><span id="ccupload_displayRows"></span><span id="ccupload_totalRows"></span> rows)</span> <a href="https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#formulas" target="_blank" rel="noopener noreferrer" id="uploadcompanycard_fields_qtip" class="help_link qtip-bottom" title="Check out the help page to see what all of these columns entail!"></a></h4> 7897 <table id="ccupload_previewTable" class="table table-compact"> 7898 <thead> 7899 <tr> 7900 <th class="cardNumberColumn">Card Number<b class="error-red">*</b></th> 7901 <th class="merchantColumn">Merchant<b class="error-red">*</b></th> 7902 <th class="postedDateColumn">Date<b class="error-red">*</b></th> 7903 <th class="amountColumn">Amount<b class="error-red">*</b></th> 7904 <th class="currencyColumn">Currency<b class="error-red">*</b></th> 7905 <th class="transDateColumn">Orig. Date</th> 7906 <th class="origAmtColumn">Orig. Amount</th> 7907 <th class="origCurrencyColumn">Orig. Currency</th> 7908 <th class="commentColumn">Comment</th> 7909 <th class="categoryColumn">Category</th> 7910 <th class="tagColumn">Tag</th> 7911 <th class="externalIDColumn">Unique ID</th> 7912 </tr> 7913 </thead> 7914 <tbody></tbody> 7915 </table> 7916 </div> 7917 </div> 7918 <div class="dialogFooter clearfix js_ccuploadFooter hidden">
7919 <button id="ccupload_submitFile" class="btn btn-lg btn-success-outline floatLeft">Submit Spreadsheet</button> 7920 </div> 7921</script>
7921 7922
7922<script type="text/template" id="template_Domain_admins" class="js_template"> 7923 <div class="embedded-header"> 7924 <h3>Domain Admins</h3> 7925 </div> 7926 7927 <div id="domainControl_admins_header"></div> 7928 7929 <!-- Primary Contact and Billing section --> 7930 <div id="domainControl_admins_primaryContactSection" class="contentCard card-max-width"> 7931 <div class="contentCard-title"> 7932 <h3 class="js_primaryContactTitle">Primary Contact and Billing</h3> 7933 </div> 7934 <p>The Primary Contact is the main point of contact for <%- domainName %> <%= billIntakeAddress ? 'and will receive bills sent to this domain\'s bill pay address ' + billIntakeAddress : '.' %> 7935 </p> 7936 <form class="form xl-labels rowGaps marginTop40"> 7937 <ol> 7938 <li> 7939 <label>Primary Contact</label> 7940 <select class="js_changeContactInput required large long"></select> 7941 </li> 7942 7943 <li id="domainControl_admins_consolidatedBillingSection" class="hidden"> 7944 <label for="useDomainCard" class="">Consolidated Domain Billing</label> 7945 <span class="onoffswitch-wrapper"> 7946 <input type="checkbox" id="useDomainCard" class="onoffswitch-checkbox js_useDomainBillingCard"> 7947 <label class="onoffswitch-label" for="useDomainCard"> 7948 <span class="onoffswitch-inner"></span> 7949 <span class="onoffswitch-switch"></span> 7950 </label> 7951 </span> 7952 <div class="depreciated helperLabel">When enabled, the Primary Contact will be billed for all workspaces owned by <%- domainName %> users and the billing receipt will be routed to the Primary Contact's account.</div> 7953 </li> 7954 </ol> 7955 </form> 7956 </div> 7957 7958 <!-- Admins Table --> 7959 <div id="domainControl_admins_tableSection" class="contentCard card-max-width"> 7960 <div class="contentCard-title"> 7961 <h3>Domain Admins</h3> 7962 </div> 7963 7964 <!-- Add Admin form --> 7965 <form id="domainControl_admins_create_form" class="noMargin"> 7966 <label for="domainControl_admins_create_email"><strong>Email or Phone<strong></label> 7967 <div> 7968 <input class="add-admin-input" id="domainControl_admins_create_email" type="text" placeholder="e.g. [email protected], +15005550006"/> 7969 <button id="domainControl_admins_create" class="btn btn-success-outline marginLeft5 vAlignTop">Add Admin</button> 7970 <div id="domainControl_admins_create_spinner"></div> 7971 </div> 7972 </form> 7973 <div class="js_newAdminError error-red paddingTop5 hidden"> 7974 Please enter a valid email or phone number. 7975 </div> 7976 7977 <!-- The actual table --> 7978 <div id="domainControl_admins_tableContainer" class="marginTop"></div> 7979 </div> 7980</script>
7980 7981 7982
7982<script type="text/template" id="template_Domain_companyCards" class="js_template"> 7983 <div class="embedded-header"> 7984 <h3>Company Cards</h3> 7985 </div> 7986 <div id="domainControl_companyCards_header"></div> 7987 <div id="domainControl_companyCards_fixCard"></div> 7988 <div class="contentCard"> 7989 <div id="domainControl_companyCards_control"></div> 7990 <div id="domainControl_companyCards_banner"></div> 7991 <div id="domainControl_companyCards_newProgram_banner"></div> 7992 7993 <div id="domainControl_companyCards_limitContainer" class="hidden"> 7994 <div class="expensify-card-info flex"> 7995 <div class="expensify-card-info__card-image"> 7996 <img width="100" height="100" alt="The Expensify Card" class="displayBlock" src="https://d2k5nsl2zxldvw.cloudfront.net/images/illustrations/expensify-card.svg"> 7997 </div> 7998 7999 <div class="expensify-card-info__col is-fixed-width"> 8000 <div class="flex alignItemsCenter"> 8001 <span class="depreciated small">Current balance</span> 8002 <div class="noMargin small popoverify is-downward"> 8003 <a class="popover-trigger help_link" href="javascript:void(0);"></a> 8004 <div class="popover-content"> 8005 <div class="inner"> 8006 <p class="noMargin"> 8007 Current balance is the sum of all posted Expensify Card transactions across your domain that have occurred since the last settlement date. 8008 </p> 8009 </div> 8010 </div> 8011 </div> 8012 </div> 8013 8014 <h1><span id="domainControl_companyCards_amountOwed"></span></h1> 8015 </div> 8016 8017 <div class="expensify-card-info__col is-fixed-width"> 8018 <div class="flex alignItemsCenter"> 8019 <span class="depreciated small">Remaining limit</span> 8020 <div class="noMargin small popoverify is-downward"> 8021 <a class="popover-trigger help_link" href="javascript:void(0);"></a> 8022 <div class="popover-content"> 8023 <div class="inner"> 8024 <p class="noMargin"> 8025 We consider a number of factors when calculating your remaining limit: your tenure as a customer, the business-related information you provided during signup, and the available cash in your business bank account. Your remaining limit can fluctuate on a daily basis. 8026 </p> 8027 </div> 8028 </div> 8029 </div> 8030 </div> 8031 8032 <h1><span id="domainControl_companyCards_remainingLimit"></span></h1> 8033 <div id="domainControl_companyCards_limit_link"> 8034 </div> 8035 </div> 8036 8037 <div class="expensify-card-info__col js_newCashBackDiv hidden"> 8038 <div class="flex alignItemsCenter"> 8039 <span class="depreciated small">Cash back balance</span> 8040 <div class="noMargin small popoverify is-downward"> 8041 <a class="popover-trigger help_link" href="javascript:void(0);"></a> 8042 <div class="popover-content"> 8043 <div class="inner"> 8044 <p class="noMargin js_cashbackBalanceDescription"> 8045 Cash back balance is based on <strong>settled</strong> monthly Expensify Card spend across your domain. 8046 </p> 8047 </div> 8048 </div> 8049 </div> 8050 </div> 8051 8052 <h1><span id="domainControl_companyCards_cashbackBalance"></span></h1> 8053 <p id="domainControl_companyCards_currentBalanceBill" class="depreciated smaller"></p> 8054 </div> 8055 8056 <div class="expensify-card-info__col js_newCashBackDiv hidden"> 8057 <div class="flex alignItemsCenter">
8058 <span class="depreciated small">Additional cash back potential</span> 8059 <div class="noMargin small popoverify is-downward"> 8060 <a class="popover-trigger help_link" href="javascript:void(0);"></a> 8061 <div class="popover-content"> 8062 <div class="inner"> 8063 <p class="noMargin"> 8064 Additional cash back potential is how much <strong>more</strong> cash back you could earn this month if you transferred all your spend to the Expensify Card. 8065 </p> 8066 </div> 8067 </div> 8068 </div> 8069 </div> 8070 8071 <h1><span id="domainControl_companyCards_cashbackPotential"></span></h1> 8072 <p id="domainControl_companyCards_potentialBalanceBill" class="depreciated smaller"></p> 8073 </div> 8074 8075 </div> 8076 8077 <div id="domainControl_companyCards_settlement" class="flex alignItemsCenter justifyContentBetween marginTop15 marginLeft5 height40 hidden"> 8078 <span id="domainControl_companyCards_settlementDate"></span> 8079 <div id="domainControl_companyCards_settleNowButton" class="hidden"> 8080 <button class="btn btn-primary-outline">Settle now</button> 8081 </div> 8082 </div> 8083 </div> 8084 8085 <div id="domainControl_reconciliation_viewSwitch"></div> 8086 8087 <div id="domainControl_companyCards_cardSettings"></div> 8088 8089 <div id="domainControl_companyCards_settlementsTable"></div> 8090 8091 <!-- Company Cards Table --> 8092 <div id="domainControl_companyCards_tableSection"> 8093 <!-- Pagination container --> 8094 <div id="domainControl_companyCards_pagination_container"></div> 8095 8096 <!-- The actual table --> 8097 <div id="domainControl_companyCards_tableContainer"></div> 8098 </div> 8099 <div id="domainControl_companyCards_statementReporting"></div> 8100 </div> 8101</script>
8101 8102
8103<script type="text/template" id="template_Domain_CompanyCards_FixCard" class="js_template"> 8104<div class="contentCard"> 8105 <div class="contentCard-title"> 8106 <h2>Fix a Company Card</h2> 8107 </div> 8108 <p>The following cards need your attention:</p> 8109 <div class="js_corp_fix_card_table_container"></div> 8110</div> 8111</script>
8111 8112
8113<script type="text/template" id="template_Domain_CompanyCards_Control" class="js_template"> 8114 <!-- Card import section --> 8115 <div id="domainControl_companyCards_import_section"> 8116 8117 <div class="contentCard-title d-flex flex-column"> 8118 <h3>Imported Cards</h3> 8119 8120 <!-- The disabled `Issue Virtual Card` button shown if the domain is not configured for the US card program --> 8121 <div class="popoverify is-downward js_disabled_issue_virtualcard hidden"> 8122 <div class="popover-trigger help_link"> 8123 <div class="btn btn-success-outline large floatRight marginBottom marginRight disabled"> 8124 Issue Virtual Card 8125 <span class="expensicons expensicons-question-mark-circle"></span> 8126 </div> 8127 </div> 8128 <div class="popover-content marginTopNeg10"> 8129 <div class="popover-hover-helper"></div> 8130 <div class="inner"> 8131 <p class="noMargin"> 8132 Access to Unlimited Virtual Cards is exclusive to our new card program. <a href = "inbox?taskID=AcceptUSCardProgramTerms">Click here to confirm and request new cards.</a> 8133 </p> 8134 </div> 8135 </div> 8136 </div> 8137 8138 <!-- Issue Virtual Card button --> 8139 <div class="btn btn-success-outline large floatRight marginBottom marginRight js_issue_virtualcard hidden"> 8140 Issue Virtual Card 8141 </div> 8142 8143 <!-- Upload Spreadsheet button --> 8144 <div class="btn btn-light large floatRight marginBottom marginRight js_upload_spreadsheet_companycard"> 8145 Manage/Import CSV 8146 </div> 8147 8148 <!-- Import Company Card button --> 8149 <div class="btn btn-light large floatRight marginBottom js_import_companycards"> 8150 Import Card 8151 </div> 8152 8153 <!-- 'Call' button --> 8154 <span id="domain_companycards_guidecall_container" class="marginLeft5 marginBottom"></span> 8155 </div> 8156 </div> 8157 <div id="domainControl_companyCards_active" class="js_has_cards"> 8158 8159 <div id="domainControl_companyCards_mode_select" class="dialogTabs"> 8160 <div class="feedTypeSelector contentCard-tabSelector"> 8161 <span class="overflowEllipsis"></span> 8162 </div> 8163 <div id="domainControl_companyCards_mode_tabs"></div> 8164 </div> 8165 8166 <!-- Add Commercial Card form --> 8167 <form id="domainControl_companyCards_create_form" class="contentCard js_form_create hidden"> 8168 <h4>Assign a Card <a class="help_link js_date_tooltip" data-toggle="tooltip" title="Expensify will automatically import the earliest available transactions from this card. If a start date is selected, transactions with a posted date prior to this will not be included."></a></h4> 8169 <p class="js_frm_warning hidden">This connection only supports a single login at a time. To prevent assigned cards from disconnecting, please log in with the same credentials used during the initial card assignment.</p> 8170 <fieldset> 8171 <div class="js_assign_controls"> 8172 <ol> 8173 <li> 8174 <select class="js_select_email marginRight5"></select> 8175 </li> 8176 <li> 8177 <select class="js_select_account marginRight5"></select> 8178 </li> 8179 <li> 8180 <input class="js_start_date calendar" type="text" placeholder="Transaction start date (optional)" /> 8181 <input class="btn btn-success-outline vAlignTop js_btn_create" type="submit" name="add" value="Assign" /> 8182 </li> 8183 </ol> 8184 8185 <div class="js_spinner"></div> 8186 </div> 8187 8188 <div class="js_control_message hidden"><p class="noMargin">All available accounts have been assigned below. If you are looking for your card expenses, please manually update the assigned cards to bring in fresh data. If you are looking to assign additional cards, please make sure there is recent activity on them and try this action later.</p></div> 8189 8190 <div class="js_reload_accounts_wrapper"> 8191 <button class="btn btn-primary-outline js_reload_accounts">Assign New Cards</button> 8192 </div> 8193 </fieldset> 8194 </form> 8195 8196 <div id="domainControl_companyCards_recon"></div> 8197 </div> 8198</script>
8198 8199
8200<script type="text/template" id="template_Domain_companyCards_mainPopup" class="js_template"> 8201 <div class="reports_popup_inner_tb"> 8202 <div id="company-cards-list"></div> 8203 </div> 8204</script>
8204 8205 <div id="reports_popup_companyCardAction" class="reports_popup right_align hidden"> 8206 <div class="marginTop marginRight marginBottom marginLeft"> 8207 <button 8208 class="btn btn-danger-outline domainControl_companyCards_remove marginLeft5 marginTop5 marginBottom5" 8209 data-toggle="tooltip" data-placement="bottom" 8210 title="Remove this card from the currently assigned user">Unassign</button> 8211 <button 8212 class="btn btn-primary-outline js_domainControl_companyCards_update marginLeft5 marginTop5 marginBottom5">Update</button> 8213 </div> 8214</div> 8215<div id="reports_popup_companyCardsConfigure" class="reports_popup right_align hidden"> 8216 <div class="marginTop marginRight marginBottom marginLeft"> 8217 <div class="js_expensify_card_configuration"></div> 8218 <div class="js_corp_card_configuration marginBottom20" data-integration="quickbooks_online_export_account"> 8219 <h3>QuickBooks Online</h3> 8220 <p>Choose the QuickBooks Online credit card account where transactions from this card should be exported.</p> 8221 <select class="long"> 8222 <option value="default">Default card</option> 8223 </select> 8224 </div> 8225 <div class="js_corp_card_configuration marginBottom20" data-integration="quickbooks_online_export_account_debit"> 8226 <p>Choose the QuickBooks Online debit card account where transactions from this card should be exported.</p> 8227 <select class="long"> 8228 <option value="default">Default card</option> 8229 </select> 8230 </div> 8231 <div class="js_corp_card_configuration marginBottom20" data-integration="netsuite_export_payable_account"> 8232 <h3>NetSuite</h3> 8233 <p>Choose the NetSuite payable account to which transactions from this card will be exported.</p> 8234 <select class="long"> 8235 <option value="default">Default account</option> 8236 </select> 8237 </div> 8238 <div class="js_corp_card_configuration marginBottom20" data-integration="netsuite_export_vendor"> 8239 <p>Choose the NetSuite vendor to which transactions from this card will be billed to.</p> 8240 <select class="long"> 8241 <option value="default">Default vendor</option> 8242 </select> 8243 </div> 8244 <div class="js_corp_card_configuration marginBottom20" data-integration="xero_export_bank_account"> 8245 <h3>Xero</h3> 8246 <p>Choose the Xero bank account where transactions from this card will be exported.</p> 8247 <select class="long"> 8248 <option value="default">Default account</option> 8249 </select> 8250 </div> 8251 <div class="js_corp_card_configuration marginBottom20" data-integration="intacct_export_charge_card"> 8252 <h3>Sage Intacct</h3> 8253 <p>Choose the Sage Intacct credit card where transactions from this card should be exported.</p> 8254 <select class="long"> 8255 <option value="default">Default account</option> 8256 </select> 8257 </div> 8258 <div class="js_corp_card_configuration marginBottom20" data-integration="intacct_export_vendor"> 8259 <p>Choose the Sage Intacct vendor to which transactions from this card will be billed to.</p> 8260 <select class="long"> 8261 <option value="default">Default vendor</option> 8262 </select> 8263 </div> 8264 <div class="js_corp_card_configuration" data-integration="quickbooks_desktop_export_account_credit"> 8265 <h3>QuickBooks Desktop</h3> 8266 <p>Choose the QuickBooks Desktop credit card account where transactions from this card should be exported.</p> 8267 <select class="long"> 8268 <option value="default">Default account</option> 8269 </select> 8270 </div> 8271 <div class="js_corp_card_configuration" data-integration="financialforce_export_vendor"> 8272 <h3>FinancialForce</h3> 8273 <p>Choose the Salesforce vendor account where transactions from this card should be exported.</p> 8274 <select class="long"> 8275 <option value="default">Default account</option> 8276 </select> 8277 </div> 8278 </div> 8279</div> 8280
8280<script type="text/template" id="template_Domain_groups" class="js_template"> 8281 <div class="embedded-header"> 8282 <h3>Groups</h3> 8283 </div> 8284 8285 <div id="domainControl_groups_header"></div> 8286 8287 <!-- Groups Table --> 8288 <div id="domainControl_groups_tableSection" class="contentCard card-max-width"> 8289 <div class="contentCard-title"> 8290 <h3>Groups<a id="domain_groups_help" class="help_link" href="https://community.expensify.com/discussion/5751/deep-dive-domain-groups-and-permissions-what-are-they-all-about" target="_blank" rel="noopener noreferrer"></a></h3> 8291 </div> 8292 <!-- Add Group button --> 8293 <button id="domainControl_groups_create" class="btn btn-success-outline">Create Group...</button> 8294 8295 <!-- The actual table --> 8296 <div id="domainControl_groups_tableContainer" class="marginTop"></div> 8297 8298 </div> 8299 8300 <!-- Shown to unverified domains --> 8301 <div id="domainControl_groups_unverifiedDomains" class="card-max-width"></div> 8302</script>
8302 8303 8304
8304<script type="text/template" id="template_Domain_members" class="js_template"> 8305 <div class="embedded-header"> 8306 <h3>Domain Members</h3> 8307 </div> 8308 8309 <div id="domainControl_members_headerMain"></div> 8310 8311 <div id="domainControl_groups_twoFactorAuthSection" class="contentCard card-max-width"></div> 8312 8313 <div id="domainControl_groups_tableSection" class="contentCard card-max-width"> 8314 <div class="contentCard-title"> 8315 <h3>Domain Members</h3> 8316 </div> 8317 <div id="domainControl_members_header"> 8318 <div class="row"> 8319 <div class="col-md-12 marginBottom20"> 8320 <button id="domainControl_members_export_csv" class="btn btn-primary-outline readWrite">Export to CSV</button> 8321 <!-- Group selector and member count --> 8322 <button id="domainControl_members_permissionGroupSelector" class="btn btn-primary-outline dropdown">Loading...</button> 8323 <span id="domainControl_members_header_count" class="marginLeft depreciated">Loading...</span> 8324 </div> 8325 8326 <div class="col-md-12 textRight--md marginBottom20"> 8327 <!-- Add Member form --> 8328 <form id="domainControl_members_create_form" class="noMargin"> 8329 <div id="domainControl_members_create_spinner" class="hidden"></div> 8330 <input id="domainControl_members_create_email" type="text" class="textRight" placeholder="Email address"/> 8331 <span id="domainControl_members_create_email_domain"></span> 8332 <button id="domainControl_members_create" class="btn btn-success-outline marginLeft5">Invite</button> 8333 </form> 8334 </div> 8335 </div> 8336 8337 <input id="domainControl_members_search" type="text" placeholder="Find members" /> 8338 <button id="domainControl_members_move" type="button" class="btn btn-primary-outline vAlignTop dropdown disabled">Move to Group</button> 8339 <button id="domainControl_members_remove" type="button" class="btn btn-danger-outline vAlignTop delete disabled">Close Accounts</button> 8340 </div> 8341 8342 <!-- Members Table --> 8343 <div id="domainControl_members_tableSection" class="marginTop"> 8344 <!-- Pagination --> 8345 <div id="domainControl_members_pagination_container" class="marginTop20"></div> 8346 8347 <!-- The actual table --> 8348 <div id="domainControl_members_tableContainer"></div> 8349 </div> 8350 </div> 8351</script>
8351 8352
8352<script type="text/template" id="template_Domain_menu" class="js_template"> 8353 <div class="tertiary-nav"> 8354 <ul> 8355 <li><a id="page_domain_companycards" class="app_page" href="domain_companycards">Company Cards</a></li> 8356 <% if (!isWorkspaceFeed) { %> 8357 <li><a id="page_domain_admins" class="app_page" href="domain_admins">Domain Admins</a></li> 8358 <li><a id="page_domain_members" class="app_page" href="domain_members">Domain Members</a></li> 8359 <li><a id="page_domain_groups" class="app_page" href="domain_groups">Groups</a></li> 8360 <li><a id="page_domain_loadingDock" class="app_page" href="domain_loadingDock">Reporting Tools</a></li> 8361 <li><a id="page_domain_saml" class="app_page" href="domain_saml">SAML</a></li> 8362 <% } %> 8363 <% if (canUseTravelBilling) { %><li><a id="page_domain_travelInvoicing" class="app_page" href="domain_travelInvoicing">Consolidated Travel Billing</a></li><% } %> 8364 </ul> 8365 </div> 8366</script>
8366 8367
8367<script type="text/template" id="template_Domain_Saml" class="js_template"> 8368 <div class="embedded-header"> 8369 <h3>SAML</h3> 8370 </div> 8371 8372 <div id="domainControl_saml_header"></div> 8373 8374 <div class="contentCard card-max-width"> 8375 <div class="contentCard-title"> 8376 <h3> 8377 <label for="domainEditor_samlTitleToggle">SAML Login</label> 8378 <div class="onoffswitch-wrapper marginLeft10 notPersonal"> 8379 <input type="checkbox" name="enabled" class="onoffswitch-checkbox" id="domainEditor_samlTitleToggle" <% if (enabled) print("checked"); %> > 8380 <label class="onoffswitch-label" for="domainEditor_samlTitleToggle"> 8381 <span class="onoffswitch-inner"></span> 8382 <span class="onoffswitch-switch"></span> 8383 </label> 8384 </div> 8385 </h3> 8386 </div> 8387 8388 <div> 8389 <p class="intro">Allow users to login with SAML. For more information about SAML Single Sign-On, visit our <a href="https://help.expensify.com/articles/expensify-classic/domains/Set-Up-SAML-SSO" target="_blank" rel="noopener noreferrer">help site</a>.</p> 8390 <% if( !enabled ){ %> 8391 <div class="depreciated helperLabel">When enabled, users will only be able to sign in using their SAML login. Any user signed in with a different method will be required to re-authenticate using SAML.</div> 8392 <% } %> 8393 </div> 8394 <% if( enabled ){ %> 8395 <div class="depreciated helperLabel">All users must sign in to Expensify using their SAML credentials. Any user signed in with a different method will be required to re-authenticate using SAML.</div> 8396 <form action="" onsubmit="return false;"> 8397 <div class="form xl-labels"> 8398 <label for="saml_required" class="large">Required for login</label> 8399 <div class="onoffswitch-wrapper marginLeft10"> 8400 <input type="checkbox" name="required" class="onoffswitch-checkbox editable" id="saml_required" <% if (required) print("checked"); %> /> 8401 <label class="onoffswitch-label" for="saml_required"> 8402 <span class="onoffswitch-inner"></span> 8403 <span class="onoffswitch-switch"></span> 8404 </label> 8405 </div> 8406 </div> 8407 8408 <div class="form xl-labels"> 8409 <label for="saml_metaIdentity" class="large">Identity Provider MetaData</label> 8410 <textarea name="metaIdentity" id="saml_metaIdentity" rows="10" class="large width400"><%- settings.metaIdentity %></textarea> 8411 </div> 8412 8413 <div class="form xl-labels"> 8414 <label class="large">Entity ID</label> 8415 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- settings.entityID %></span> 8416 </div> 8417 8418 <div class="form xl-labels"> 8419 <label class="large">NameID Format</label> 8420 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- settings.nameFormat %></span> 8421 </div> 8422 8423 <div class="form xl-labels"> 8424 <label class="large"> 8425 Login URL 8426 <small>ACS (Assertion Consumer Service) URL</small> 8427 </label> 8428 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- settings.urlLogin %></span> 8429 </div> 8430 8431 <div class="form xl-labels"> 8432 <label class="large"> 8433 Logout URL 8434 <small>SLO (Single Logout) URL</small> 8435 </label>
8436 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- settings.urlLogout %></span> 8437 </div> 8438 8439 <div class="form xl-labels"> 8440 <label class="large">Service Provider MetaData</label> 8441 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- settings.metaService %></span> 8442 </div> 8443 8444 <% if (required && hasOktaEnabled) { %> 8445 <div class="form xl-labels"> 8446 <label class="large">Okta SCIM Token</label> 8447 <% if (scimToken) { %> 8448 <span class="textarea code button"><button title="Copy to Clipboard" class="copy-button button"><i class="expensicons expensicons-link-copy"></i></button><%- scimToken %></span> 8449 <% } else { %> 8450 <button class="btn btn-primary-outline js_show-scim-token">Show Token</button> 8451 <% } %> 8452 </div> 8453 <% } %> 8454 </form> 8455 <% } %> 8456</script>
8456 8457
8457<script type="text/template" id="template_Expenses_eReceipt" class="js_template"> 8458 <table class="ereceipt"> 8459 <tr> 8460 <td class="blank"></td> 8461 </tr> 8462 <tr> 8463 <td class="title"><%- merchant %></td> 8464 </tr> 8465 <tr> 8466 <td class="blank"> </td> 8467 </tr> 8468 <tr> 8469 <td> 8470 <p>Post Date:</p> 8471 <span><%= posted == originalCreated ? posted : '<s>' + originalCreated + '</s> ' + posted %></span> 8472 </td> 8473 </tr> 8474 <tr> 8475 <td> 8476 <p>Total:</p> 8477 <span><%= amount == originalAmount ? amount : '<s>' + originalAmount + '</s> ' + amount %></span> 8478 </td> 8479 </tr> 8480 <tr> 8481 <td class="blank"></td> 8482 </tr> 8483 <tr> 8484 <td> 8485 <p><%- cardType %>:</p> 8486 <span><%- cardNumber %></p> 8487 </td> 8488 </tr> 8489 <% if( bankName && bankURL ){ %> 8490 <tr> 8491 <td> 8492 <p>Bank:</p> 8493 <span><%- bankName %></span> 8494 </td> 8495 </tr> 8496 <tr> 8497 <td> 8498 <p>Source:</p> 8499 <span><%- bankURL %></span> 8500 </td> 8501 </tr> 8502 <% } %> 8503 <tr> 8504 <td> 8505 <p>ETID:</p> 8506 <span><%- transactionID %></span> 8507 </td> 8508 </tr> 8509 <% if( !bankName && externalID ){ %> 8510 <tr> 8511 <td> 8512 <p>Auth Code:</p> 8513 <span><%- externalID %></span> 8514 </td> 8515 </tr> 8516 <% } %> 8517 <% if( mcc ){ %> 8518 <tr> 8519 <td> 8520 <p>MCC:</p> 8521 <span><%- mcc %></span> 8522 </td> 8523 </tr> 8524 <% } %> 8525 <tr> 8526 <td class="footer"> 8527 <div width=86 class="<%- identifyingClass %>" data-qr="<%- qrCodeData %>"></div> 8528 Expensify Guaranteed eReceipt 8529 </td> 8530 </tr> 8531 </table> 8532</script>
8532
8532<script type="text/template" id="template_Misc_InvoiceCompanyLogo" class="js_template"> 8533 <!-- This container is for the uploaded logo --> 8534 <div id="invoice_companyLogo"> 8535 <img id="report_invoice_logo" src="" class="hidden"> 8536 </div> 8537</script>
8537 8538
8538<script type="text/template" id="template_Misc_InvoiceNotes" class="js_template"> 8539 <div id="invoiceInfo"> 8540 <div> 8541 <h4 id="report_invoice_notes_title">Invoice Notes and Payment Instructions</h4> 8542 <p id="report_invoice_notes" class="placeholder editable"></p> 8543 </div> 8544 </div> 8545</script>
8545 8546
8546<script type="text/template" id="template_Misc_Merchant" class="js_template"> 8547 <span class="<%= UI.HIDDEN %>"><%= merchant %></span> 8548 <div class="reported_state"> 8549 <%= report %> 8550 </div> 8551 <div class="merchant_text"> 8552 <%= merchant %> 8553 </div> 8554</script>
8554 8555
8555<script type="text/template" id="template_UserDefinedFields_Field_date" class="js_template"> 8556 <div class="userDefinedField cfDatepicker <%= deletable %>"> 8557 <div class="<%= deletableClass %>" data-fieldid="<%= fieldID %>"></div> 8558 <label for="<%- id %>"><%- name %></label> 8559 <input id="<%- id %>" type="text" value="<%- value %>" class="<%= violation %>" <%= disabled %> data-fieldid="<%= fieldID %>"/> 8560 </div> 8561</script>
8561 8562
8562<script type="text/template" id="template_UserDefinedFields_Field_dropdown" class="js_template"> 8563 <div class="userDefinedField <%= deletable %>"> 8564 <div class="<%= deletableClass %>" data-fieldid="<%= fieldID %>"></div> 8565 <label for="<%- id %>"><%- name %></label> 8566 <select id="<%- id %>" <%= disabled %> class="<%= violation %>" data-fieldid="<%= fieldID %>"> 8567 </select> 8568 </div> 8569</script>
8569 8570
8571<script type="text/template" id="template_UserDefinedFields_Field_dropdownOption" class="js_template"> 8572 <% if (selected || !disabled) { %> 8573 <option value="<%- value %>" data-externalid="<%- externalID %>" <%= selected %>><%- key %></option> 8574 <% } %> 8575</script>
8575 8576
8576<script type="text/template" id="template_UserDefinedFields_Field_formula" class="js_template"> 8577 <div class="userDefinedField <%= deletable %>"> 8578 <div class="<%= deletableClass %>" data-fieldid="<%= fieldID %>"></div> 8579 <label for="<%- id %>"><%- name %></label> 8580 <input id="<%- id %>" type="text" value="<%- value %>" class="formula <%= violation %>" disabled="disabled" data-fieldid="<%= fieldID %>"/> 8581 </div> 8582</script>
8582 8583
8583<script type="text/template" id="template_UserDefinedFields_Field_text" class="js_template"> 8584 <div class="userDefinedField <%= deletable %>"> 8585 <div class="<%= deletableClass %>" data-fieldid="<%= fieldID %>"></div> 8586 <label for="<%- id %>"><%- name %></label> 8587 <textarea id="<%- id %>" rows="<%= rows %>" class="<%= violation %>" <%= disabled %> data-fieldid="<%= fieldID %>"><%- value %></textarea> 8588 </div> 8589</script>
8589 8590
8590<script type="text/template" id="template_UserDefinedFields_Field_title" class="js_template"> 8591 <div class="userDefinedField title"> 8592 <div <%=editable%> id="<%- id %>" <%= disabled %>><%= Str.safeEscape(value) %></div> 8593 <% if (disabled && !isAuditor && isFormula) { %> 8594 <i class="depreciated smaller titleLocked">Editing is disabled since this title is auto-generated</i> 8595 <% } %> 8596 </div> 8597</script>
8597 8598
8598<script type="text/template" id="template_UserDefinedFields_set" class="js_template"> 8599 <div id="<%= setID %>" class="userDefinedFieldsSet"> 8600 </div> 8601</script>
8601 8602
8602<script type="text/template" id="template_Settings_PolicyEditor_ApprovalWorkflow" class="js_template"> 8603 <div id="setup_people_workflow" class="contentCard"> 8604 <div class="approvalWorkflowContent"> 8605 <div class="contentCard-title"> 8606 <h3>Approvals</h3> 8607 <a rel="noopener noreferrer" href="https://community.expensify.com/discussion/5700/deep-dive-approval-workflow-overview" target="_blank" class="help_link"></a> 8608 </div> 8609 8610 <div id="approval_mode_notice" class="alertsBanner alertsBanner-hint topAlert hidden"></div> 8611 8612 <!-- Integration Approval workflow configuration pane --> 8613 <div id="approval_workflow_integration" class="clearfix"></div> 8614 8615 <div id="approval_workflow_container" class="workflowSelector hidden"> 8616 <p>Choose a workflow below that best suits your company's needs:</p> 8617 8618 <div class="selectionMade choiceContainer force-vertical"> 8619 <div id="setup_people_workflow_optional" class="workflow_submitclose choice has-green-border" data-workflow="optional"> 8620 <div class="choice__top"> 8621 <div class="choice__icon"> 8622 <img src="<%= CONST.URL.CLOUDFRONT_IMG %>illustrations/simple-illustration__submitclose.svg"> 8623 </div> 8624 <div class="choice__text"> 8625 <h3>Submit and Close</h3> 8626 <p>All users submit to a single person or external system, with no approval in Expensify.</p> 8627 </div> 8628 </div> 8629 8630 <div class="choice__bottom textLeft"> 8631 <label for="policy_optionalSubmitsTo" class="marginRight5">Submit reports to:</label> 8632 <input type="email" id="policy_optionalSubmitsTo" class="js_policySubmitTo fullWidth" /> 8633 <div class="message_error noMargin marginTop hidden"></div> 8634 </div> 8635 </div> 8636 8637 <div id="setup_people_workflow_basic" class="workflow_basic choice" data-workflow="basic"> 8638 <div class="choice__top"> 8639 <div class="choice__icon"> 8640 <img src="<%= CONST.URL.CLOUDFRONT_IMG %>illustrations/simple-illustration__submitapprove.svg"> 8641 </div> 8642 <div class="choice__text"> 8643 <h3>Submit and Approve</h3> 8644 <p>All users submit to a single person for processing and approval.</p> 8645 </div> 8646 </div> 8647 8648 <div class="choice__bottom textLeft"> 8649 <label for="policy_basicSubmitsTo" class="marginRight5">Submit reports to:</label> 8650 <input type="email" id="policy_basicSubmitsTo" class="js_policySubmitTo fullWidth" /> 8651 <div class="message_error noMargin marginTop hidden"></div> 8652 </div> 8653 </div> 8654 8655 <div id="setup_people_workflow_advanced" class="workflow_advanced choice has-purple-border" data-workflow="advanced"> 8656 <div class="choice__top"> 8657 <div class="choice__icon"> 8658 <img src="<%= CONST.URL.CLOUDFRONT_IMG %>illustrations/simple-illustration__advancedapproval.svg"> 8659 </div> 8660 <div> 8661 <div class="choice__text advancedApprovalTextDisplay"> 8662 <h3 class="inlineBlock">Advanced Approval</h3> 8663 </div> 8664 <div class="inlineBlock"> 8665 <% if( !isCorporatePolicy ){ %> 8666 <span class="marginLeft"></span> 8667 <div class="popover-positionRight inlineBlock"> 8668 <%= nestedTemplate( ['Settings', 'PolicyEditor', 'lockedFeatureMessage'] ) %> 8669 </div> 8670 <% } %> 8671 </div> 8672 </div> 8673 <div class="choice__text"> 8674 <p>Enables per-user configuration of multi-level, rule based approval hierarchies.</p> 8675 </div> 8676 </div> 8677 8678 <div class="choice__bottom"> 8679 <p>Use the Members tab to configure Advanced Approval.</p> 8680 </div> 8681 </div> 8682 </div> 8683 </div> 8684 </div> 8685 8686 <div id="policy_autoApproveChoices" class="marginTop40 hidden"></div> 8687 </div> 8688</script>
8688 8689
8689<script type="text/template" id="template_PolicyEditor_BillCom" class="js_template"> 8690<div class="connection_title js_connection_title"> 8691 <h2 class="connection bill"> 8692 Bill.com 8693 </h2> 8694</div> 8695 8696<div id="policy_billcom" class="connection_container"> 8697 <p>This integration enables you to reimburse employee expense reports through Bill.com and sync the data to your accounting software. For more information on our Bill.com connection, please visit <a href="https://community.expensify.com/discussion/4480/how-to-connect-to-bill-com" target="_blank" rel="noopener noreferrer">our help site</a>.</p> 8698 <div class="inlineBlock"> 8699 <ol> 8700 <li class="form long-labels"> 8701 <input name="billcom_connectRadio" id="billcom_connect_yes" type="radio" value="true"> 8702 <label for="billcom_connect_yes"> 8703 Connect to Bill.com 8704 </label> 8705 </li> 8706 <li id="billcom_connected"> 8707 <div id="billcomV1" class="form long-labels billComView"> 8708 <p>Enter the Bill.com address that we should submit reports to:</p> 8709 <input type="text" id="billcom_address" value="<%- _options.billComAddress %>"/> 8710 <button id="billcom_update_email" class="btn btn-success-outline marginLeft">Sync</button> 8711 <a class="js_showCredentialsForm marginLeft">Upgrade</a> 8712 </div> 8713 8714 <div id="billcomV2Done" class="message_confirm billComView"> 8715 Connected to Bill.com as <strong><%= _options.userName %></strong> 8716 <a class="js_showCredentialsForm floatRight">Change</a> 8717 </div> 8718 8719 <div id="billcomAddonDone" class="successBlock billComView"> 8720 <div id="billcomAddonConfirmation" class="message_confirm message_error"> 8721 <a class="js_showDropdownForm floatRight hidden">Change Company</a> 8722 <div>Connected to Bill.com for company <strong><%= _options.addonOrgs[_options.companyId] %></strong> as <strong><%= _options.userName %></strong></div> 8723 <div>Last synced <%= _options.lastSync.time %></div> 8724 <strong id="billComAddonSyncFailed" class="hidden">Sync Failed</strong> 8725 </div> 8726 <div> 8727 <button id="billcom_sync_addon" class="btn btn-success-outline">Sync</button> 8728 </div> 8729 8730 </div> 8731 8732 <div id="billcom_orgs" class="billComView"> 8733 <label for="billcom_orgs_dropdown">Please choose your organization:</label> 8734 <select id="billcom_orgs_dropdown" class="large editable"></select> 8735 </div> 8736 8737 <div id="billcomV2" class="billComView"> 8738 <p>Please enter your Bill.com API credentials:</p> 8739 <label>Username</label><input type="text" id="billcom_username" value="<%- _options.userName %>" /> 8740 <label>Token</label><input type="password" id="billcom_usertoken"/> 8741 <button class="btn btn-primary-outline marginLeft" id="policy_button_billcomapi_update">Send</button> 8742 <div class="message_error hidden"></div> 8743 <div class="message_alert"> 8744 <h3>To generate your Bill.com API credentials:</h3> 8745 <ol> 8746 <li>Log into your Bill.com account and select the company you want to connect</li> 8747 <li>Go to <a href="https://app.bill.com/SyncUser" target="_blank" rel="noopener noreferrer">https://app.bill.com/SyncUser</a> and click New to create a new sync token</li> 8748 <li>Specify a token name and click Save</li> 8749 <li>Copy your new token</li> 8750 </ol> 8751 </div> 8752 </div> 8753 </li> 8754 <li class="form long-labels"> 8755 <input class="policyEditor_connection_off" name="billcom_connectRadio" id="billcom_connect_no" type="radio" value="false" checked="checked"> 8756 <label for="billcom_connect_no"> 8757 Do not connect to Bill.com 8758 </label> 8759 </li> 8760 </ol> 8761 </div> 8762</div> 8763</script>
8763 8764
8764<script type="text/template" id="template_PolicyEditor_categories" class="js_template"> 8765 <div id="categoriesView"> 8766 <div id="categoryTableControls"></div> 8767 <div id="policy_categoryTable" class="marginBottom40"></div> 8768 8769 <div class="contentCard-addFooter js_addCategory"> 8770 <h4>Add a Category</h4> 8771 <form class="form one-line clearfix"> 8772 <ol> 8773 <li> 8774 <input type="text" id="policy_category_add" class="vAlignTop"> 8775 <button class="btn btn-success-outline vAlignTop">Add</button> 8776 </li> 8777 </ol> 8778 </form> 8779 </div> 8780 </div> 8781</script>
8781 8782
8782<script type="text/template" id="template_PolicyEditor_distanceTime" class="js_template"> 8783 <% if (!hasCustomUnitMileage) { %> 8784 <div class="contentCard"> 8785 <div class="contentCard-title"> 8786 <a href="https://community.expensify.com/discussion/4704/how-to-set-mileage-rates-and-track-tax-on-distance-expenses" target="_blank" rel="noopener noreferrer" class="help_link"></a> 8787 <h3>Distance</h3> 8788 </div> 8789 <p class="intro">All you road warriors out there can set your reimbursable distance rate here.</p> 8790 <form class="form xl-labels xl-controls rowGaps marginTop40"> 8791 <ol> 8792 <li> 8793 <label for="js_policy_mileageRate">Rate per Mile</label> 8794 <input type="text" id="js_policy_mileageRate" class="large medium editable js_policy_autoSave js_convert_float js_convert_positive js_convert_decimals js_is_distance_rate" data-policy-value-path="units/distance/mi" /> 8795 </li> 8796 <li> 8797 <label for="js_policy_kmRate">Rate per Kilometer</label> 8798 <input type="text" id="js_policy_kmRate" class="large medium editable js_policy_autoSave js_convert_float js_convert_positive js_convert_decimals js_is_distance_rate" data-policy-value-path="units/distance/km" /> 8799 </li> 8800 <li> 8801 <label for="js_policy_distanceUnit">Default Unit</label> 8802 <select id="js_policy_distanceUnit" class="large medium editable js_policy_autoSave" data-policy-value-path="units/distance/defaultUnit"> 8803 <option value="mi">Miles</option> 8804 <option value="km">Kilometers</option> 8805 </select> 8806 </li> 8807 <li> 8808 <label for="js_policy_distanceDefaultCategory">Default Distance Category</label> 8809 <select id="js_policy_distanceDefaultCategory" class="large medium editable"></select> 8810 <span id="js_policy_distanceDefaultCategoryOutOfPolicy" class="hidden error-red lineHeightInput-lg">Category is out of workspace or disabled</span> 8811 </li> 8812 </ol> 8813 </form> 8814 </div> 8815 <% } %> 8816 8817 <div class="contentCard"> 8818 <div class="contentCard-title"> 8819 <h3> 8820 <a href="https://community.expensify.com/discussion/4740/how-to-create-a-time-expense" target="_blank" rel="noopener noreferrer" class="help_link"></a> 8821 <label for="js_policy_enableTimeTracking">Time</label> 8822 <div class="onoffswitch-wrapper marginLeft10"> 8823 <input type="checkbox" id="js_policy_enableTimeTracking" class="onoffswitch-checkbox editable js_policy_autoSave" data-policy-value-path="units/time/enabled" <% if( isTimeTrackingEnabled ){ %>checked="checked"<% } %>> 8824 <label class="onoffswitch-label" for="js_policy_enableTimeTracking"> 8825 <span class="onoffswitch-inner"></span> 8826 <span class="onoffswitch-switch"></span> 8827 </label> 8828 </div> 8829 </h3> 8830 </div> 8831 8832 <p class="intro">Set your hourly billable rate to get paid for all your hard work!</p> 8833 8834 <div class="hidden js_enabled marginTop40"> 8835 <div class="form xl-labels" id="policy_timeTrackingOptions"> 8836 <ol> 8837 <li> 8838 <label for="js_policy_hourlyRate">Default Hourly Rate</label> 8839 <input type="text" id="js_policy_hourlyRate" class="large medium editable js_policy_autoSave js_convert_float js_convert_positive" data-policy-value-path="units/time/rate"/> 8840 </li> 8841 </ol> 8842 </div> 8843 </div> 8844 </div> 8845</script>
8845 8846
8846<script type="text/template" id="template_PolicyEditor_expenseBasics" class="js_template"> 8847 <div class="contentCard"> 8848 <div class="contentCard-title"> 8849 <h3>Expenses <a id="policy_expenseBasicsHelp" class="help_link" href="https://community.expensify.com/discussion/4349/deep-dive-easily-identify-expenses" target="_blank" rel="noopener noreferrer"></a></h3> 8850 </div> 8851 <p class="intro"> Let's set some basic guidelines for your workspace. Rules apply on a per person basis and broken rules will be flagged as violations.</p> 8852 <form class="form xl-labels rowGaps marginTop40"> 8853 <ol> 8854 <li class="clearfix notPersonal"> 8855 <label> 8856 <h3 class="noMargin">Violations</h3> 8857 </label> 8858 </li> 8859 <li class="notPersonal"> 8860 <div class="paddedLabelHolder"> 8861 <label for="js_expenseViolations">Expense Violations</label> 8862 </div> 8863 <div class="onoffswitch-wrapper marginLeft10"> 8864 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox editable js_expenseViolations" id="js_expenseViolations" <% if(areExpenseViolationsEnabled){ %>checked="checked"<% } %>> 8865 <label class="onoffswitch-label" for="js_expenseViolations"> 8866 <span class="onoffswitch-inner"></span> 8867 <span class="onoffswitch-switch"></span> 8868 </label> 8869 </div> 8870 <div class="depreciated helperLabel"> 8871 <%= areExpenseViolationsEnabled ? 'E' : 'When enabled, e' %>mployee expenses that fall outside of policy preferences are flagged as violations. 8872 </div> 8873 </li> 8874 8875 <% if(areExpenseViolationsEnabled){ %> 8876 <li class="js_expenseViolationRow"> 8877 <label for="js_policy_maxExpenseAge">Max Expense Age (Days)</label> 8878 <input type="text" id="js_policy_maxExpenseAge" class="large medium editable marginRight5 optional js_policy_autoSave js_convert_integer js_convert_positive js_convert_empty_to_max" data-policy-value-path="maxExpenseAge"> 8879 8880 <% if(canUpgrade){ %> 8881 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 8882 <% } %> 8883 </li> 8884 <li class="js_expenseViolationRow"> 8885 <label for="js_policy_maxExpenseAmount">Max Expense Amount</label> 8886 <input type="text" id="js_policy_maxExpenseAmount" class="large medium editable marginRight5 optional js_policy_autoSave js_convert_amount js_convert_positive js_convert_empty_to_max" data-policy-value-path="maxExpenseAmount"> 8887 8888 <% if(canUpgrade){ %> 8889 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 8890 <% } %> 8891 </li> 8892 <li class="js_expenseViolationRow"> 8893 <label for="js_policy_maxAmountNoReceipt">Receipt Required Amount</label> 8894 <input type="text" id="js_policy_maxAmountNoReceipt" class="large medium editable marginRight5 optional js_policy_autoSave js_convert_amount js_convert_positive js_convert_empty_to_max" data-policy-value-path="maxExpenseAmountNoReceipt"> 8895 8896 <% if(canUpgrade){ %> 8897 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 8898 <% } %> 8899 </li> 8900 <li class="js_expenseViolationRow"> 8901 <label for="js_policy_maxAmountNoItemizedReceipt">Itemized Receipt Required Amount</label> 8902 <input type="text" id="js_policy_maxAmountNoItemizedReceipt" class="large medium editable marginRight5 optional js_policy_autoSave js_convert_amount js_convert_positive js_convert_empty_to_max" data-policy-value-path="maxExpenseAmountNoItemizedReceipt"> 8903 8904 <% if(canUpgrade){ %> 8905 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 8906 <% } %> 8907 </li> 8908 <li class="js_expenseViolationRow js_receiptValidation_errorMessage_container message_error hidden"> 8909 <strong>Workspace not saved</strong> 8910 <div class="js_receiptValidation_errorMessage"></div> 8911 </li> 8912 <% } %> 8913 8914 <li class="clearfix marginTop40 notPersonal"> 8915 <label> 8916 <h3 class="noMargin">Preferences</h3> 8917 </label> 8918 </li> 8919 <div id="policy_defaultReimbursable"></div> 8920 <li> 8921 <label for="js_policy_defaultBillable">Re-bill expenses to clients</label> 8922 <select id="js_policy_defaultBillable" class="large medium editable js_policy_defaultBillable"> 8923 <option value="disabled">Disabled</option> 8924 <option value="false">
8924Default to Non-Billable</option> 8925 <% if(canUseControlFeatures){ %> 8926 <option value="true">Default to Billable</option> 8927 <% } %> 8928 </select> 8929 </li> 8930 <li> 8931 <div class="paddedLabelHolder"> 8932 <label for="js_policy_eReceiptsAllowed">eReceipts Enabled</label> 8933 </div> 8934 <div class="onoffswitch-wrapper marginLeft10"> 8935 <% if(canUseControlFeatures){ %> 8936 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox editable js_policy_autoSave" data-policy-value-path="eReceipts" id="js_policy_eReceiptsAllowed" <% if(isEReceiptCurrencySupported && eReceiptsAllowed){ %>checked="checked"<% } %>> 8937 <label class="onoffswitch-label" for="js_policy_eReceiptsAllowed"> 8938 <span class="onoffswitch-inner"></span> 8939 <span class="onoffswitch-switch"></span> 8940 </label> 8941 <% } %> 8942 <% if(!canUseControlFeatures){ %> 8943 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 8944 <% } %> 8945 </div> 8946 <div class="depreciated helperLabel"> 8947 <% if(!isEReceiptCurrencySupported){ %> 8948 <a href="https://community.expensify.com/discussion/5542/deep-dive-what-are-ereceipts/" target="_blank" rel="noopener noreferrer">eReceipts</a> can only be enabled when the workspace currency is USD 8949 <% } %> 8950 </div> 8951 </li> 8952 <div id="policy_receiptVisibility"></div> 8953 </ol> 8954 </form> 8955 </div> 8956</script>
8956 8957
8957<script type="text/template" id="template_PolicyEditor_mcc" class="js_template"> 8958 <div class="contentCard"> 8959 <div class="contentCard-title"> 8960 <h3>Default Categories</h3> 8961 <a href="https://community.expensify.com/discussion/5469/deep-dive-auto-categorize-card-expenses-with-default-categories" target="_blank" rel="noopener noreferrer" class="help_link"></a> 8962 </div> 8963 8964 <p class="intro">We can automatically detect the merchant type for most credit card expenses imported based on Merchant Category Codes (MCCs). To have your expenses default-categorized, assign one of your categories above to each MCC below.</p> 8965 8966 <div id="policy_mccGroupsTable" class="marginTop40"></div> 8967 </div> 8968 8969 <div id="policy_mccContainer" class="contentCard hidden collapsify" data-collapsify="#mccContents"> 8970 <div class="contentCard-title"> 8971 <h1>MCC Editor</h1> 8972 <a href="https://community.expensify.com/discussion/5469/deep-dive-auto-categorize-card-expenses-with-default-categories" target="_blank" rel="noopener noreferrer" class="help_link"></a> 8973 </div> 8974 8975 <div class="marginBottom20"> 8976 <p class="intro">Take full control over default-categorization for each MCC by assigning the desired category to each.</p> 8977 </div> 8978 <div id="mccContents" class="hidden marginTop40"> 8979 <div id="policy_mccAdvancePaginationControl" class="marginBottom"></div> 8980 <div id="policy_mccAdvanceTableContainer"></div> 8981 </div> 8982 </div> 8983 8984</script>
8984 8985 8986 8987 8988
8988<script type="text/template" id="template_Settings_PolicyEditor_lockedFeatureMessage" class="js_template"> 8989 <div class="popoverify"> 8990 <div class="lockedFeatureIcon popover-trigger"></div> 8991 <div class="lockedFeatureMessage popover-content center"> 8992 <div class="inner"> 8993 <img alt="Unlock" src="https://d2k5nsl2zxldvw.cloudfront.net/images/illustrations/simple-illustration__lockopen.svg" width="68" height="68" /> 8994 <h3>Unlock this feature!</h3> 8995 <p>This feature is only available on Control workspaces. Upgrade and unlock the full power of Expensify!</p> 8996 <button class="btn btn-success btn-lg btn-block js_upgradeToCorporate">Upgrade Workspace</button> 8997 </div> 8998 </div> 8999 </div> 9000</script>
9000 9001
9002<script type="text/template" id="template_Settings_PolicyEditor_main" class="js_template"> 9003 <div id="policy_content"> 9004 9005 <div class="page-header"> 9006 <span id="policy_viewing" class="floatRight"> 9007 <span class="vAlignMiddle hidden js_caption">Also viewing this workspace:</span> 9008 <span class="js_gravatars"></span> 9009 </span> 9010 9011 <h1> 9012 <a href="/admin_policies" class="app_page">Workspaces</a><i class="expensicons expensicons-caret-right"></i><span id="policy_nameContainer" class="sub-title"></span> 9013 </h1> 9014 </div> 9015 9016 <div class="alertsBanner hidden js_alert-policy-saved"> 9017 This workspace was saved by someone else. <a href="#">Refresh the page</a> to ensure you're editing the most recent version. 9018 </div> 9019 9020<div id="policy"> 9021 9022 <!-- Overview --> 9023 <div class="setup_box" id="policyBasics"> 9024 <div class="page-header embedded-header"> 9025 <h3>Overview</h3> 9026 </div> 9027 9028 <div class="contentCard"> 9029 <div class="contentCard-title"> 9030 <h3>Workspace Overview</h3> 9031 <a href="https://community.expensify.com/discussion/5934/day-1-with-expensify-admins-and-accountants/" target="_blank" rel="noopener noreferrer" class="help_link">Help</a> 9032 </div> 9033 <p> 9034 Give your workspace a name and use the options on the left to customize your setup. 9035 </p> 9036 <div class="form xl-labels rowGaps marginTop40"> 9037 <ol> 9038 <div id="policyName_container" class="marginBottom20"></div> 9039 <div id="clientID_container" class="marginBottom20"></div> 9040 9041 <!-- Report Basics --> 9042 <div id="reportBasics_container"></div> 9043 9044 <li class="notPersonal marginTop"> 9045 <label>Billing Owner</label> 9046 <div class="avatar-username"> 9047 <div class="avatar-username__avatar avatar-username__avatar--lg"> 9048 <img src="<%= gravatarURL %>" /> 9049 </div> 9050 <div id="policy_owner" class="avatar-username__username"> 9051 <%- policyOwner %> 9052 </div> 9053 </div> 9054 9055 <button id="policy_takeOverBilling" class="btn btn-success-outline marginTop5">Take Over Billing</button> 9056 </li> 9057 <li class="notPersonal marginTop"> 9058 <label>Company Address</label> 9059 <div> 9060 <div id="policy_address"></div> 9061 <button id="policy_addressButton" type="button" class="btn bth-md btn-success marginTop">Edit address</button> 9062 </div> 9063 </li> 9064 </ol> 9065 </div> 9066 </div> 9067 9068 <!-- Invite Link--> 9069 <div class="notPersonal readWrite" id="policyEditor_shareableInviteLink"></div> 9070 9071 <!-- Account Manager--> 9072 <div id="accountManager_container"></div> 9073 9074 <!-- Plan --> 9075 <div id="planView_container"></div> 9076 </div> 9077 <!-- End Overview --> 9078 9079 <!-- People --> 9080 <div class="notPersonal readWrite setup_box" id="people"> 9081 <div class="page-header embedded-header"> 9082 <h3>Members</h3> 9083 </div> 9084 9085 <div class="buttons_container marginBottom button_smartReportContainer hidden"> 9086 <button id="button_smartReportCompletePolicy" class="btn btn-primary-outline">Complete workspace</button> 9087 <button id="button_smartReportMarkDifficult" class="btn btn-danger-outline">Mark as difficult</button> 9088 </div> 9089 <div class="button_smartReportContainer hidden marginBottom">In order to share this workspace with people, you need to mark it as Complete first.</div> 9090 9091 <div class="contentCard"> 9092 <div class="contentCard-title"> 9093 <h3>Workspace Members: <span id="policy_employee_count" class="depreciated"><%= employeeCount %></span></h3> 9094 <a id="policy_peopleHelp" class="help_link" href="https://help.expensify.com/articles/expensify-classic/workspaces
9094/Invite-members-and-assign-roles" target="_blank" rel="noopener noreferrer"></a> 9095 <span id="policy_people_guidecall_container"></span> 9096 </div> 9097 9098 <div id="people_approval_notice" class="alertsBanner alertsBanner-hint topAlert hidden"></div> 9099 9100 <% if( isGoogleApps || Policy.getCurrent().zenefitsIntegration.isConnected() || Policy.getCurrent().getGustoIntegration().isConnected() ){ %> 9101 <div class="marginBottom20"> 9102 <h4>Company Sync</h4> 9103 9104 <p>Use the sync buttons below to retrieve your list of employees and add any new people to this list.</p> 9105 9106 <% if( isGoogleApps ){ %> 9107 <button id="googleApps_syncPeople" class="btn btn-primary-outline">Sync G Suite Now</button> 9108 <% } %> 9109 9110 <% if( Policy.getCurrent().zenefitsIntegration.isConnected() ){ %> 9111 <button id="zenefits_syncPeople" class="btn btn-primary-outline"> 9112 Sync TriNet Now 9113 </button> 9114 <% } %> 9115 9116 <% if (Policy.getCurrent().getGustoIntegration().isConnected()) { %> 9117 <button id="gusto_syncPeople" class="btn btn-primary-outline"> 9118 Sync Gusto Now 9119 </button> 9120 <% } %> 9121 9122 </div> 9123 <% } %> 9124 9125 <div class="clearfix marginBottom20"> 9126 <div class="floatRight"> 9127 <ul id="people_filter_type" class="segmented-control flat"> 9128 <li data-value="<%= SPeople3.FILTER_TYPE.ALL %>" class="active">All</li> 9129 <li data-value="<%= SPeople3.FILTER_TYPE.AUDITORS %>">Auditors</li> 9130 <li data-value="<%= SPeople3.FILTER_TYPE.APPROVERS %>">Approvers</li> 9131 <li data-value="<%= SPeople3.FILTER_TYPE.ADMINS %>">Workspace Admins</li> 9132 </ul> 9133 </div> 9134 9135 <div class="floatRight marginRight lineHeightInput">Show: </div> 9136 9137 <div id="button_managePolicyContainer"> 9138 <button id="button_addPerson" class="btn btn-success-outline">Invite</button> 9139 <button id="button_deletePeople" class="btn btn-danger-outline">Remove</button> 9140 <button id="button_uploadPeople" class="btn btn-primary-outline">Import from spreadsheet</button> 9141 <button id="button_exportPeople" class="btn btn-primary-outline">Export to CSV</button> 9142 </div> 9143 </div> 9144 9145 <div class="message_alert marginBottom hidden" id="people_problems_box"> 9146 <h3>Potential Issues</h3> 9147 <div><ul id="people_problems_list_container"></ul></div> 9148 </div> 9149 9150 <div id="people_letters"></div> 9151 <div id="peopleContainer" class="tableContainer tableContainer-responsive"></div> 9152 </div> 9153 </div> 9154 <!-- End of Poeple --> 9155 9156 <!-- Report Fields --> 9157 <div class="setup_box" id="editorReports"> 9158 <div class="page-header embedded-header"> 9159 <h3>Reports</h3> 9160 </div> 9161 9162 <!-- Admin Visibility --> 9163 <div class="notPersonal readWrite" id="policyEditor_adminVisibility"></div> 9164 9165 <!-- Report Fields --> 9166 <div class="readWrite" id="policyEditor_reportFields"></div> 9167 9168 <!-- Report Title --> 9169 <div class="readWrite" id="policyEditor_reportTitle"></div> 9170 </div> 9171 <!-- End of Report Fields --> 9172 9173 <!-- Connections --> 9174 <% if ( isPersonal) { %> 9175 <!-- Personal Policy Connections --> 9176 <div class="setup_box readWrite" id="connections_personal"> 9177 <div class="page-header embedded-header"> 9178 <h3>Connections</h3> 9179 </div> 9180 <div class="contentCard"> 9181 <div class="contentCard-title"> 9182 <h3>Connections</h3> 9183 </div> 9184 9185 <p> 9186 <span> 9187 Connect to Xero HQ or Concur; click on either to learn more. Note, you cannot make connections to QuickBooks Online for Individual Workspaces. This section will show QuickBooks Online connections made in your <a href="/admin_policies">Group workspaces</a>. Want to connect to Quickbooks Online? Create a new <a href="/admin_policies">Group workspace</a> to get started. 9188 </span> 9189 </p> 9190 9191 <div id="connections_personal_tableContainer" class="marginBottom40"></div> 9192 9193 <div id="connections_personal_xeroHqConnection" class="connection_wrapper"></div> 9194 9195 <!-- Concur --> 9196 <% if (!UIUtils.Customization.get('hideConcur')) { %> 9197 <div id="connections_personal_concur" class="connection_wrapper"> 9198 <div class="connection_title"> 9199 <h2 class="connection concur">Our Totally Unauthorized Concur Connection</h2> 9200 </div> 9201 <div class="connection_container hidden"> 9202 <p>Don't like Concur? Use Expensify and export your reports to Concur.</p> 9203 <ol class="form"> 9204 <li> 9205 <label for="concur_login">Concur User ID</label> 9206 <input id="concur_login" type="text"> 9207 </li> 9208 <li> 9209 <label for="concur_password">Concur Password</label> 9210 <input id="concur_password" type="password"> 9211 </li> 9212 <li class="submit"> 9213 <button class="btn btn-success-outline" id="connections_personal_concur_new_connection">Connect to Concur</button> 9214 </li> 9215 </ol> 9216 </div> 9217 </div> 9218 <% } %> 9219 </div> 9220 </div> 9221 <% } else { %> 9222 <div class="setup_box readWrite" id="connections"> 9223 <div class="page-header embedded-header"> 9224 <h3>Connections</h3> 9225 </div>
9226 <div id="technicalContact_container"></div> 9227 9228 <div class="contentCard"> 9229 <div class="contentCard-title"> 9230 <h3>Accounting Integrations <span id="policy_connections_guidecall_container"></span></h3> 9231 </div> 9232 9233 <p class="intro js_connections_intro">These are the services we integrate with out of the box. Get ready for bidirectional data transfer bliss.</p> 9234 9235 <!-- Bill.com --> 9236 <div id="policy_billcom_wrapper" class="connection_wrapper marginTop40"> 9237 9238 </div> 9239 9240 <!-- NetSuite --> 9241 <div id="policy_netSuite" class="connection_wrapper"></div> 9242 9243 <!-- QuickBooks Online --> 9244 <div id="policy_quickbooks_wrapper" class="connection_wrapper"> 9245 <div class="connection_title"> 9246 <h2 class="connection quickbooks">QuickBooks Online<span id="qboOfferToken" class="token blue small marginLeft hidden">Exclusive QuickBooks Online Offer!</span></h2> 9247 </div> 9248 9249 <div id="policy_qb" class="connection_container"> 9250 <p> 9251 Sync your QuickBooks chart of accounts, customers/projects, classes, and people with Expensify. See our <a rel="noopener noreferrer" href="https://community.expensify.com/discussion/4833/how-to-connect-your-policy-to-quickbooks-online/" target="_blank" rel="noopener noreferrer">QuickBooks help page</a> for an overview of the various connection options. 9252 </p> 9253 <ol id="qbRadioList" class="form long-labels inlineBlock"> 9254 <!-- QB Online --> 9255 <li class="qb_radio"> 9256 <input name="qbmethod" id="qbois_connect_yes" type="radio"> 9257 <label for="qbois_connect_yes" class="longer">Connect to QuickBooks Online</label> 9258 </li> 9259 <li id="qbois_connecting" class="hidden qb_connectionSelect"> 9260 <div class="clearfix"> 9261 <div class="floatLeft marginRight5"> 9262 <img src="https://d2k5nsl2zxldvw.cloudfront.net/images/qbo_c2qb.png" id="qbois_c2qb" style="width:200px; cursor:pointer"> 9263 </div> 9264 <button class="btn btn-primary-outline dropdown marginTop5" id="policy_button_qbois_reuse">Reuse settings from another workspace</button> 9265 </div> 9266 </li> 9267 <li id="qbois_connected" class="hidden"> 9268 <div class="message_confirm"> 9269 Connected to QuickBooks Online as <span class="qbois_company_name"></span><br/> 9270 <span class="qbois_last_sync"></span> 9271 </div> 9272 <div class="qbois_last_synclast_error message_error <%= UI.HIDDEN %>"></div> 9273 <button class="btn btn-success-outline" id="policy_button_qbois_configure">Configure</button> 9274 <button class="btn btn-success-outline" id="policy_button_qbois_update">Sync Now</button> 9275 <button class="btn btn-primary-outline qb_disconnect_ipp_anywhere">Disconnect Workspace</button> 9276 </li> 9277 9278 <li class="qb_radio"> 9279 <input class="policyEditor_connection_off" id="qb_connect_no" name="qbmethod" type="radio" checked="true"> 9280 <label for="qb_connect_no" id="policy_quickbooks_dont" class="qtip">Don't connect to QuickBooks Online</label> 9281 </li> 9282 </ol> 9283 9284 <div id="qboOfferBlock" class="inlineBlock width-50per floatRight vAlignTop hidden clearfix"> 9285 <div class="message_hint marginLeft20"> 9286 <p>Don't have QuickBooks Online? Expensify Users get 30% off for 12 months!</p> 9287 <a id="qbo_advert" href="http://www.quickbooksoffer.com/?cid=irp-7503" target="_blank" rel="noopener noreferrer">Click here to learn more and start a QuickBooks Online US trial</a> 9288 </div> 9289 </div> 9290 </div> 9291 </div> 9292 9293 <!-- Quickbooks Desktop New --> 9294 <div id="policy_qbd" class="connection_wrapper"></div> 9295 9296 <!-- Xero --> 9297 <div id="policy_xero_wrapper" class="connection_wrapper"> 9298 <div class="connection_title"> 9299 <h2 class="connection xero">Xero <span id="xeroOfferToken" class="token blue small marginLeft5 hidden">Exclusive Xero Offer!</span></h2> 9300 </div> 9301 9302 <div class="connection_container clearfix"> 9303 <p>For more information on our Xero connection, please visit <a href="https://community.expensify.com/discussion/5282/how-to-connect-your-policy-to-xero/" target="_blank" rel="noopener noreferrer">our help site</a>.</p> 9304 <ol id="xeroRadioList" class="form long-labels"> 9305 <li> 9306 <input name="xero_connectRadio" id="xero_connect_yes" type="radio"> 9307 <label for="xero_connect_yes">Connect to Xero</label> 9308 </li> 9309 <li id="xero_connecting" class="hidden"> 9310 <div> 9311 <button class="btn btn-success-outline marginTop5" id="policy_button_xero_new_connection">Create a New Xero Connection</button> 9312 <button class="btn btn-primary-outline marginTop5 dropdown" id="policy_button_xero_reuse">Reuse an Existing Connection</button> 9313 </div> 9314 </li> 9315 <li id="xero_connected" class="hidden"> 9316 <div id="xero_connected_with_credentials"> 9317 <div class="message_confirm"> 9318 Connected to Xero as <span class="xero_organization_name"></span><br />
9319 <span class="js_xero-last-sync"> 9320 </span> 9321 </div> 9322 <div class="js_xero-last-error message_error hidden"> 9323 </div> 9324 <button class="btn btn-success-outline" id="policy_button_xero_update">Sync Now</button> 9325 <button class="btn btn-success-outline" id="policy_button_xero_config">Configure</button> 9326 </div> 9327 </li> 9328 <li> 9329 <input class="policyEditor_connection_off" name="xero_connectRadio" id="xero_connect_no" type="radio" checked="checked"> 9330 <label for="xero_connect_no">Do not connect to Xero</label> 9331 </li> 9332 </ol> 9333 9334 <div id="xeroOfferBlock" class="inlineBlock width-50per floatRight vAlignTop hidden"> 9335 <div class="message_hint marginLeft20"> 9336 <p>New to Xero? Get 6 months of Xero free as an Expensify customer! <a href="https://referrals.xero.com/uzfjy4uegog2-v0pj1v" target="_blank">Sign up here</a>.</p> 9337 </div> 9338 </div> 9339 </div> 9340 </div> 9341 9342 <!-- Intacct --> 9343 <div id="policy_intacct" class="connection_wrapper"></div> 9344 9345 <!-- Financial Force --> 9346 <div id="policy_financialForce" class="connection_wrapper"></div> 9347 9348 <!-- Accounting connections configured in New Expensify --> 9349 <div id="policy_newDotAccountingConnections"></div> 9350 9351 <!-- Indirect Connection --> 9352 <div id="policy_indirectAccountingConnections" class="connection_wrapper"></div> 9353 9354 <!-- Alternate Bill.com view for users who aren't connected to the integration --> 9355 <div id="policy_alternateBillCom"></div> 9356 </div> 9357 9358 <div id="policy_hrIntegrations"></div> 9359 <div id="policy_timeIntegrations"></div> 9360 <div id="policy_travelIntegrations"></div> 9361 9362 <div class="contentCard"> 9363 <div class="contentCard-title"> 9364 <h3>Practice Management</h3> 9365 </div> 9366 9367 <p class="intro">Here are the services that we integrate with using a custom connection or a CSV export.</p> 9368 9369 <!-- STAR The Professionals' Choice --> 9370 <div id="policy_star" class="connection_wrapper"> 9371 <div class="connection_title"> 9372 <h2 class="connection star"> 9373 STAR 9374 <% if(!canUseControlFeatures){ %> 9375 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 9376 <% } %> 9377 </h2> 9378 </div> 9379 9380 <% if(canUseControlFeatures){ %> 9381 <div class="connection_container <%= UI.HIDDEN %>"> 9382 <button data-connectionname="STAR" class="btn btn-success-outline btn-xs js_indirect_connection marginBottom readWrite">Learn how to connect with STAR</button> 9383 </div> 9384 <% } %> 9385 </div> 9386 9387 <!-- Practice Engine --> 9388 <div id="policy_practice_engine" class="connection_wrapper"> 9389 <div class="connection_title"> 9390 <h2 class="connection practiceengine"> 9391 Practice Engine 9392 <% if(!canUseControlFeatures){ %> 9393 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 9394 <% } %> 9395 </h2> 9396 </div> 9397 9398 <% if(canUseControlFeatures){ %> 9399 <div class="connection_container <%= UI.HIDDEN %>"> 9400 <button data-connectionname="Practice Engine" class="btn btn-success-outline btn-xs js_indirect_connection marginBottom readWrite">Learn how to connect with Practice Engine</button> 9401 </div> 9402 <% } %> 9403 </div> 9404 9405 <!-- CCH --> 9406 <div id="policy_cch" class="connection_wrapper"> 9407 <div class="connection_title"> 9408 <h2 class="connection cch"> 9409 CCH 9410 <% if(!canUseControlFeatures){ %> 9411 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 9412 <% } %> 9413 </h2> 9414 </div> 9415 9416 <% if(canUseControlFeatures){ %> 9417 <div class="connection_container <%= UI.HIDDEN %>"> 9418 <button data-connectionname="CCH" class="btn btn-success-outline btn-xs js_indirect_connection marginBottom readWrite">Learn how to connect with CCH</button> 9419 </div> 9420 <% } %> 9421 </div> 9422 9423 <!-- Thomson Reuters --> 9424 <div id="policy_thomson_reuters" class="connection_wrapper"> 9425 <div class="connection_title"> 9426 <h2 class="connection thomsonreuters"> 9427 Thomson Reuters 9428 <% if(!canUseControlFeatures){ %> 9429 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 9430 <% } %> 9431 </h2> 9432 </div> 9433 9434 <% if(canUseControlFeatures){ %> 9435 <div class="connection_container <%= UI.HIDDEN %>"> 9436 <button data-connectionname="Thomson Reuters" class="btn btn-success-outline btn-xs js_indirect_connection marginBottom readWrite">Learn how to connect with Thomson Reuters</button> 9437 </div> 9438 <% } %> 9439 </div> 9440 </div> 9441 </div> 9442 <% } %> 9443 <!-- /Connections --> 9444 9445 <!-- Categories --> 9446 <div class="setup_box" id="categories"> 9447 <div class="page-header embedded-header"> 9448 <h3>Categories</h3> 9449 </div> 9450 9451 <div class="contentCard"> 9452 <div class="contentCard-title"> 9453 <h3>Categories</h3> 9454 <a href="https://community.expensify.com/discussion/5732/deep-dive-all-about-policy-categories/" target="_blank" rel="noopener noreferrer" class="help_link"></a> 9455 </div> 9456 <% if( !canEditCategories ){ %> 9457 <div class="alertsBanner alertsBanner-hint topAlert"> 9458 <p>Your categories are imported according to your Chart of Accounts in <%= integrationName %> and are required on every expense in order to export to <%= integrationName %>. To update the categories below, please sync your <%= integrationName %> Connection <a href="#connections">here</a>.</p> 9459 </div> 9460 <% } %> 9461 9462 <p class="intro notPersonal">We import your expense-related GL accounts as Expensify Categories. Here you can enable which GL accounts you want visible to your employees.</p> 9463 9464 <div class="clearfix marginTop"> 9465 <div class="floatRight marginBottom30"> 9466 <button id="policy_categories_csvImport" class="btn btn-success-outline readWrite">Import from spreadsheet</button> 9467 <button id="policy_categories_csvExport" class="btn btn-primary-outline readWrite">Export to CSV</button> 9468 </div> 9469 9470 <form class="form xl-labels auto rowGaps clearfix noM
9470argin floatLeft notPersonal"> 9471 <ol> 9472 <li> 9473 <label for="policy_categoryRequired">People must categorize expenses</label> 9474 <div class="onoffswitch-wrapper marginLeft10"> 9475 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox editable" id="policy_categoryRequired" disabled> 9476 <label class="onoffswitch-label" for="policy_categoryRequired"> 9477 <span class="onoffswitch-inner"></span> 9478 <span class="onoffswitch-switch"></span> 9479 </label> 9480 </div> 9481 </li> 9482 </ol> 9483 </form> 9484 </div> 9485 9486 <div id="policyEditor_categories" class="readWrite"></div> 9487 </div> 9488 9489 <div id="policy_mccEditorContainer" class="readWrite"></div> 9490 </div> 9491 9492 <!-- Tags --> 9493 <div class="setup_box" id="tags"> 9494 <div class="page-header embedded-header"> 9495 <h3>Tags</h3> 9496 </div> 9497 9498 <div id="js_policyEditor_tags"></div> 9499 </div> 9500 9501 <!-- Tax --> 9502 <div class="setup_box" id="js_policyEditor_Tax"> 9503 <div class="page-header embedded-header"> 9504 <h3>Tax</h3> 9505 </div> 9506 9507 <!-- Tax => use a template like it is 1998 --> 9508 <div id="tax"></div> 9509 </div> 9510 9511 <!-- Workflows --> 9512 <div class="readWrite setup_box" id="js_policyEditor_workflows"> 9513 <div class="page-header embedded-header"> 9514 <h3>Workflows</h3> 9515 </div> 9516 9517 <!-- Auto Reporting --> 9518 <div class="readWrite" id="policyEditor_autoReporting"></div> 9519 9520 <!-- Auto Harvesting --> 9521 <div class="readWrite" id="policyEditor_autoHarvesting"></div> 9522 9523 <div class="notPersonal" id="policy_approvalWorkflow"></div> 9524 <div class="notPersonal" id="policy_autoApproveContainer"></div> 9525 9526 <!-- Reimbursement --> 9527 <div class="notPersonal setup_box" id="reimbursement"></div> 9528 9529 <div class="notPersonal readWrite" id="policyEditor_strictWorkflow"></div> 9530 </div> 9531 9532 <!-- Rules --> 9533 <div class="readWrite setup_box" id="js_policyEditor_rules"> 9534 <div class="page-header embedded-header"> 9535 <h3>Rules</h3> 9536 </div> 9537 9538 <div class="notPersonal" id="expenseBasics_container"></div> 9539 </div> 9540 9541 <!-- Distance Rates --> 9542 <div class="readWrite setup_box" id="js_policyEditor_distance"> 9543 <div class="page-header embedded-header"> 9544 <h3>Distance Rates</h3> 9545 </div> 9546 9547 <div id="distance_container"></div> 9548 </div> 9549 9550 <!-- Per Diem --> 9551 <div class="setup_box" id="js_policyEditor_perDiem"></div> 9552 9553 <!-- Time --> 9554 <div class="notPersonal readWrite setup_box" id="js_policyEditor_time"> 9555 <div class="page-header embedded-header"> 9556 <h3>Time</h3> 9557 </div> 9558 9559 <div id="distanceTime_container"></div> 9560 </div> 9561 9562 <!-- Invoice --> 9563 <div class="setup_box" id="invoices"> 9564 <div class="page-header embedded-header"> 9565 <h3>Invoices</h3> 9566 </div> 9567 9568 <div class="contentCard"> 9569 <div class="contentCard-title"> 9570 <h3>Invoices</h3> 9571 <a href="https://community.expensify.com/discussion/4825/how-to-create-and-send-invoices-web-mobile/" target="_blank" rel="noopener noreferrer" class="help_link"></a> 9572 </div> 9573 9574 <p class="intro">Expensify's invoicing feature allows you to create and send invoices to anyone, whether or not they have an Expensify account. Invoices can be created from scratch or from existing expense reports.</p> 9575 9576 <div id="policy_invoice_options" class="setup_contents"> 9577 9578 <div id="policy_invoice_payments" class="marginBottom"> 9579 <hr /> 9580 <h3>Payment</h3> 9581 <div id="default_payment_account_container" class="setup_contents"> 9582 <!-- Here we call the countryACHBox React component from from policy3_invoice --> 9583 </div> 9584 <div id="policy_invoice_payment_container"> 9585 <div class="<%= UI.SpinnerDIV %>"></div> 9586 </div> 9587 </div> 9588 9589 <hr /> 9590 <h3>Default Mark Up</h3> 9591 <p>If you set a default mark up, we will automatically mark up all of the billable expenses on your invoices by this amount. You can override this on each report.</p> 9592 <div id="policy_markup" class="clearfix"></div> 9593 </div> 9594 </div> 9595 </div> 9596 9597 <!-- Travel --> 9598 <div class="notPersonal setup_box" id="js_policyEditor_Travel"> 9599 <div class="page-header embedded-header"> 9600 <h3>Travel</h3> 9601 </div> 9602 9603 <div id="policyEditor_Travel"></div> 9604 <div id="concierge_travel_settings"></div> 9605 <div id="travel_report"></div> 9606 </div> 9607 9608 <!-- Policy CSV Export --> 9609 <div class="notPersonal setup_box readWrite" id="exportFormats"> 9610 <div class="page-header embedded-header"> 9611 <h3>Export Formats</h3> 9612 </div> 9613 9614 <div class="contentCard"> 9615 <div class="contentCard-title"> 9616 <h3>Export Formats</h3> 9617 <a href="https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#formulas" target="_blank" rel="noopener noreferrer" class="help_link"></a> 9618 </div> 9619 <p class="intro">
9620 Set up shared export formats to quickly export information to your accounting package or payroll 9621 system. Export formats created here will be available to any user on this workspace. 9622 </p> 9623 9624 <div class="marginTop40"> 9625 <button class="btn btn-success-outline inline" id="policy3_setupCSVExport">New Export Format</button> 9626 <span id="exportFormatLockedFeature"<% if (!canUpgrade) { %> class="hidden"<% } %>></span> 9627 </div> 9628 9629 <div id="csvTableContainer" class="marginTop"></div> 9630 </div> 9631 </div> 9632</div> 9633 9634</div> 9635 9636</script>
9636 9637
9637<script type="text/template" id="template_PolicyEditor_Downgrade_confirmMessage" class="js_template"> 9638<p>Some of your configurations are only available on the <%- corporateWord %> plan. If you downgrade, the following features will be removed: 9639<ul class="bullets"> 9640 <% if (_.isEmpty(directIntegrations)) { %> 9641 <li>GL account codes and advanced accounting export</li> 9642 <% } else { %> 9643 <li>Connection to your <%- directIntegrations %> integration</li> 9644 <% } %> 9645 <li>Flagging for expenses that violate your expense workspace or category rules</li> 9646 <li>Multiple Approvers</li> 9647 <li>Company card management and reconciliation</li> 9648 <li>Advanced security and control</li> 9649</ul> 9650<p class="center message_error">Are you sure you want to downgrade and remove your configurations? <strong>This cannot be undone.</strong></p> 9651</script>
9651 9652
9652<script type="text/template" id="template_PolicyEditor_Invoice_Payment_validPayPalMe" class="js_template"> 9653 <p> 9654 You are receiving invoice payments via PayPal.me using <strong><%- payPalMeAddress %></strong>. 9655 </p> 9656</script>
9656 9657
9658<script type="text/template" id="template_PolicyEditor_Invoice_Payment_setUpPayPalMe" class="js_template"> 9659 <p> 9660 Receive invoices via PayPal.me by adding your URL link to <a href="<%- url %>">Payments</a>. 9661 </p> 9662</script>
9662 9663
9664<script type="text/template" id="template_PolicyEditor_Invoice_Payment_validConnection" class="js_template"> 9665 <p> 9666 You are receiving invoice payments via Venmo using <%- phone %> from your <a href="<%- url %>">Contact Methods</a>. 9667 </p> 9668</script>
9668 9669
9670<script type="text/template" id="template_PolicyEditor_Invoice_Payment_createConnection" class="js_template"> 9671 <p> 9672 Receive invoices via Venmo by adding your mobile phone number as a <a href="<%- url %>">Contact Method</a>. 9673 </p> 9674</script>
9674 9675 9676 9677
9677<script type="text/template" id="template_Settings_PolicyEditor_menu" class="js_template"> 9678 <div class="tertiary-nav"> 9679 <ul id="policyTabs"> 9680 <li><a href="#overview" data-box="policyBasics">Overview</a></li> 9681 <li class="notPersonal readWrite"><a href="#people" data-box="people">Members</a></li> 9682 <li class="readWrite"><a href="#reports" data-box="editorReports">Reports</a></li> 9683 <li class="readWrite"><a href="#connections" data-box="connections">Accounting</a></li> 9684 <li><a href="#categories" data-box="categories">Categories</a></li> 9685 <li><a href="#tags" data-box="tags">Tags</a></li> 9686 <li><a href="#tax" data-box="js_policyEditor_Tax">Taxes</a></li> 9687 <li class="readWrite"><a href="#js_policyEditor_workflows" data-box="js_policyEditor_workflows">Workflows</a></li> 9688 <li class="notPersonal readWrite"><a href="#js_policyEditor_rules" data-box="js_policyEditor_rules">Rules</a></li> 9689 <li class="readWrite"><a href="#js_policyEditor_distance" data-box="js_policyEditor_distance">Distance Rates</a></li> 9690 <li class="readWrite"><a href="#js_policyEditor_perDiem" data-box="js_policyEditor_perDiem">Per Diem</a></li> 9691 <li class="notPersonal readWrite"><a href="#js_policyEditor_time" data-box="js_policyEditor_time">Time</a></li> 9692 <li class="readWrite"><a href="#invoices" data-box="invoices">Invoices</a></li> 9693 <li class="readWrite notPersonal"><a href="#travel" data-box="js_policyEditor_Travel">Travel</a></li> 9694 <li class="readWrite notPersonal"><a href="#exportFormats" data-box="exportFormats">Export Formats</a></li> 9695 </ul> 9696 </div> 9697</script>
9697 9698
9698<script type="text/template" id="template_Popup_PolicyEditor_exceptionEditor" class="js_template"> 9699 <div id="categoryExceptionsView" class="margin10"> 9700 <form class="form"> 9701 <ol> 9702 <li class="clearfix"> 9703 <label>Max Amount:</label> 9704 <div class="width-260px floatLeft"> 9705 <select id="policyEditor_exceptionEditor_expenseLimitType" class="marginBottom5"> 9706 <% for( var type in expenseLimitTypes ){ %> 9707 <option value="<%= expenseLimitTypes[ type ] %>"> 9708 <%= Templates.get( [ 'Settings', 'PolicyEditor', 'CategoryExceptionLimitTypes', expenseLimitTypes[ type ] ] ) %> 9709 </option> 9710 <% } %> 9711 </select> 9712 <input id="policyEditor_exceptionEditor_expenseLimit" type="text" placeholder="<%- defaultLimit %>" maxlength="50"> 9713 </div> 9714 </li> 9715 <li> 9716 <label>Receipts:</label> 9717 <ul id="policyEditor_exceptionEditor_receipts" class="segmented-control"> 9718 <li data-value="default" class="active">Default</li> 9719 <li data-value="not_required">Not Required</li> 9720 <li data-value="required">Required</li> 9721 </ul> 9722 </li> 9723 <li> 9724 <label>Description:</label> 9725 <ul id="policyEditor_exceptionEditor_comments" class="segmented-control"> 9726 <li data-value="not_required" class="active">Not Required</li> 9727 <li data-value="required">Required</li> 9728 </ul> 9729 </li> 9730 <li><label>Description Hint:</label><input id="policyEditor_exceptionEditor_commentHint" type="text" placeholder="None"></li> 9731 </ol> 9732 </form> 9733 </div> 9734</script>
9734 9735
9735<script type="text/template" id="template_PolicyEditor_policyName" class="js_template"> 9736 <li> 9737 <label for="js_policy_name" class="large">Workspace Name</label> 9738 <input type="text" id="js_policy_name" size="24" class="large width400 qtip editable" value="<%= name %>"> 9739 </li> 9740</script>
9740 9741
9741<script type="text/template" id="template_PolicyEditor_Reimbursement_tab" class="js_template"> 9742 <div class="contentCard"> 9743 <div class="contentCard-title"> 9744 <a href="https://community.expensify.com/discussion/5509/deep-dive-who-can-reimburse-reports-and-what-happens-when-you-do/" target="_blank" rel="noopener noreferrer" class="help_link"></a> 9745 <h3>Payments</h3> 9746 </div> 9747 <p class="alertsBanner alertsBanner-hint topAlert">Reimbursing reports via Direct Deposit? Select a default business bank account and a designated reimburser for reports on this workspace.</p> 9748 <div id="policyEditor_reimburser" class="marginBottom20 form short-labels hidden"> 9749 <div id="policyEditor_reimburse_error" class="hidden"></div> 9750 <label for="policyEditor_achAccount_reimburser">Reimburser</label> 9751 <select id="policyEditor_achAccount_reimburser" class="js_policy_autoSave" data-policy-value-path="achAccount/reimburser"></select> 9752 </div> 9753 <div id="policyEditor_reimbursement_account"></div> 9754 <div id="policyEditor_reimbursement_select"></div> 9755 </div> 9756 9757 <div id="policyEditor_autoReimburseContainer"> 9758 <!--React Component AutoReimbursementPanel is called here--> 9759 </div> 9760</script>
9760 9761
9762<script type="text/template" id="template_PolicyEditor_Reimbursement_account" class="js_template"> 9763 <div> 9764 <table class="tableLeftHeader marginBottom20" border="0" cellspacing="0" cellpadding="5"> 9765 <tr class="borderBottom"> 9766 <th>Account Name</th> 9767 <td><%- accountName %></td> 9768 </tr> 9769 <tr class="borderBottom"> 9770 <th>Account Number</th> 9771 <td><%- accountNumber %></td> 9772 </tr> 9773 <tr> 9774 <th>Routing Number</th> 9775 <td><%- routingNumber %></td> 9776 </tr> 9777 </table> 9778 9779 <div class="clearfix"></div> 9780 9781 <p><%= message %></p> 9782 </div> 9783</script>
9783 9784 9785
9786<script type="text/template" id="template_PolicyEditor_Reimbursement_change" class="js_template"> 9787 <div> 9788 <button class="btn btn-success-outline js_policyEditorSwitch">Choose an Account ...</button> 9789 </div> 9790 <div id="policyEditor_linkedWithdrawAccount" class="hidden"> 9791 <span class="lineHeightInput">Preferred Business Bank Account: </span> 9792 <select></select> 9793 </div> 9794</script>
9794 9795
9795<script type="text/template" id="template_PolicyEditor_reportBasics" class="js_template"> 9796 <div class="icon-message hidden" id="currency-warning"> 9797 <div class="icon-message__icon"> 9798 <i class="expensicons expensicons-sm expensicons-error-circle yellow"></i> 9799 </div> 9800 <p> 9801 <strong>Heads Up!</strong> Your current output currency is retired, please select a new currency. 9802 </p> 9803 </div> 9804 9805 <form class="form xl-labels xl-controls rowGaps marginTop20"> 9806 <ol> 9807 <li id="personalSubmitsTo"> 9808 <label for="basicPolicy_optionalSubmitsTo">Submit Reports To</label> 9809 <input type="email" id="basicPolicy_optionalSubmitsTo" class="large width400 js_policy_autoSave" data-policy-value-path="approver" value="<%= approver %>" /> 9810 </li> 9811 <li> 9812 <label for="policy_currency">Report Currency</label> 9813 <select id="policy_currency" class="short large editable"></select> 9814 </li> 9815 <li> 9816 <div class="depreciated helperLabel"> 9817 All reports will convert to the currency selected above. 9818 </div> 9819 </li> 9820 </ol> 9821 </form> 9822</script>
9822 9823
9823<script type="text/template" id="template_PolicyEditor_ReportField" class="js_template"> 9824 <h3><%- Str.shortenText( _.unescape( field.getName(), 50 ) ) %></h3> 9825 <h5><%= Report.TYPES_HUMAN_READABLE[field.getTarget()] %></h5> 9826 9827 <!-- if they can edit it --> 9828 <% if( canEdit ){ %> 9829 <img src="<%= g_cloudFrontImg %>icon.arrow.mover.png" class="dragable" /> 9830 <button 9831 class="btn btn-danger-outline field_remove_container field_remove expensicons expensicons-trashcan" 9832 ></button> 9833 <% } %> 9834 <% if (errors.length) { %> 9835 <div class="message_error js_field_formula_error"> 9836 <button type="button" class="expensicons expensicons-remove close js_dismiss_field_error" aria-label="Dismiss error"></button> 9837 <%- errors.length === 1 9838 ? errors[0] 9839 : errors.map(function(error) { 9840 return error.endsWith('.') ? error : error + '.'; 9841 }).join(' ') 9842 %> 9843 </div> 9844 <% } %> 9845 <div class="field_defaultContainer clearfix"> 9846 <div class="form short-labels marginBottom20"> 9847 <label class="lineHeightInput noPadding">Initial Value:</label> 9848 9849 <% if( _( [UserDefinedField.FIELD_TYPE.TEXT, UserDefinedField.FIELD_TYPE.FORMULA] ).contains( field.getType() ) ){ %> 9850 <textarea rows="<%= Math.min(field.getDefaultValue().split(/\r\n|\r|\n/).length, UserDefinedField.TEXT_FIELD_MAX_ROWS) %>" id="field_defaultID_<%= field.getID() %>" type="text" class="js_defaultvalue_text field_defaultValue"><%= field.getDefaultValue() %></textarea> 9851 9852 <% } else if( field.getType() == UserDefinedField.FIELD_TYPE.DROPDOWN ){ %> 9853 <!-- list of values to choose for a default --> 9854 <select id="field_defaultID_<%= field.getID() %>" class="js_defaultvalue_select field_dropdown clearfix long"> 9855 <option value=""></option> 9856 <% _.each( field.getOptions(), function( option ){ %> 9857 <% if (!option.disabled) { %> 9858 <option value="<%- option.value %>" data-external_id="<%= option.externalID %>" <%= option.value === field.getDefaultValue() ? 'selected' : '' %>><%- option.value %></option> 9859 <% } %> 9860 <% }) %> 9861 </select> 9862 </div> 9863 9864 <div class="field_defaultValuesContainer"> 9865 9866 <!-- the values that have been added --> 9867 <% if( !field.hasValueList() ){ %> 9868 <div class="field_dropdown_emptyRow">No options set. Add one using the form below.</div> 9869 <% } else { %> 9870 <table class="table table-hoverable table-noGaps"> 9871 <thead> 9872 <tr> 9873 <th class="width-30px"> 9874 <div class="onoffswitch-wrapper noLabel switchSmall"> 9875 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox <%= canEdit ? 'editable' :'' %> js_field_allEnabled" id="field_allEnabled_<%= field.getID() %>" <%= _.all(field.getOptions(), function (o) { return !o.disabled; }) ? 'checked' : '' %>> 9876 <label class="onoffswitch-label" for="field_allEnabled_<%= field.getID()%>"> 9877 <span class="onoffswitch-inner"></span> 9878 <span class="onoffswitch-switch"></span> 9879 </label> 9880 </div> 9881 </th> 9882 <th class="accountingIcon noPadding textCenter width-10px sorting_disabled"></th> 9883 <th>Name</th> 9884 <th class="width-40px textRight"></th> 9885 </tr> 9886 </thead> 9887 <tbody> 9888 <% _.each( field.getOptions(), function( option ){ %> 9889 <tr class="dropDownValue" data-value="<%- option.value %>" data-fieldID="<%= field.getID() %>" data-key="<%- option.key %>"> 9890 <td> 9891 <div class="onoffswitch-wrapper noLabel switchSmall"> 9892 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox js_disable_option <%= canEdit ? 'editable' :'' %>" id="field_enabled_<%= field.getID() + '_' + option.key %>" <%= option.disabled ? '' : 'checked' %>> 9893 <label class="onoffswitch-label" for="field_enabled_<%= field.getID() + '_' + option.key %>">
9894 <span class="onoffswitch-inner"></span> 9895 <span class="onoffswitch-switch"></span> 9896 </label> 9897 </div> 9898 </td> 9899 <td class="accountingIcon noPadding textCenter"> 9900 <% if ( field.getOrigin() ){ %> 9901 <%= UIUtils.getIntegrationLogo(field.getOrigin(), 'Report Field') %> 9902 <% } %> 9903 </td> 9904 <td> 9905 <%= option.value %> 9906 </td> 9907 <td class="textRight"> 9908 <% if ( canEdit ){ %> 9909 <button class="btn btn-danger-outline js_remove_default expensicons expensicons-trashcan"></button> 9910 <% } %> 9911 </td> 9912 </tr> 9913 <% }) %> 9914 </tbody> 9915 </table> 9916 <% } %> 9917 9918 </div> 9919 9920 <ol class="form addValues one-line clearfix"> 9921 <li> 9922 <label>Add Option:</label> 9923 <input type="text" class="js_defaultvalueAdd_text marginRight5 vAlignTop" /> 9924 </li> 9925 <li> 9926 <button class="btn btn-success-outline js_defaultvalue_btn vAlignTop">Add</button> 9927 </li> 9928 <ol> 9929 9930 <% } else if( field.getType() == UserDefinedField.FIELD_TYPE.DATE ){ %> 9931 <span class="lineHeightInput">Current date</span> 9932 <% } %> 9933 </div> 9934</script>
9934 9935
9935<script type="text/template" id="template_PolicyEditor_ReportFields" class="js_template"> 9936 <div class="contentCard"> 9937 <div class="contentCard-title"> 9938 <h3>Report fields <a id="policy_reportFieldsHelp" class="help_link" href="https://community.expensify.com/discussion/4485/how-to-set-up-and-use-report-fields" target="_blank" rel="noopener noreferrer"></a></h3> 9939 </div> 9940 9941 <p class="intro">This section displays all expense and invoice report fields.</p> 9942 <p class="intro">Each expense report has a few default fields (i.e., To, From, and Amount). Create additional fields if your company requires more information (e.g., purpose of trip, location, or customer name).</p> 9943 <p class="intro">The invoice report fields are determined by the primary currency of your workspace (listed under Report Currency).</p> 9944 9945 <ul id="policy_fieldsContainer" class="policy-sortable marginTop40"></ul> 9946 9947 <div id="addReportFieldsForm" class="contentCard-addFooter"> 9948 <h4>Add New Field</h4> 9949 <ol class="form one-line clearfix"> 9950 <li> 9951 <label>Field Title:</label> 9952 <input type="text" autocomplete="chrome-off" class="qtip-bottom js_addfield_text" <% if (!canUseControlFeatures) { %> disabled<% } %> /> 9953 </li> 9954 <li> 9955 <label class="short">Type:</label> 9956 <select class="policy_select_fieldType qtip-bottom js_addfield_type" <% if (!canUseControlFeatures) { %> disabled<% } %>> 9957 <option value="text">Text</option> 9958 <option value="dropdown">Dropdown</option> 9959 <option value="date">Date</option> 9960 </select> 9961 </li> 9962 <li> 9963 <label class="marginLeft">Report Type:</label> 9964 <select class="js_addfield_target" <% if (!canUseControlFeatures) { %> disabled<% } %>> 9965 <option value="expense">Expense Report</option> 9966 <option value="invoice">Invoice</option> 9967 </select> 9968 </li> 9969 <li> 9970 <button class="btn btn-success-outline js_addfield_btn" <% if (!canUseControlFeatures) { %> disabled<% } %>>Add</button> 9971 <span id="reportFieldsLockedFeature"<% if (canUseControlFeatures) { %> class="hidden"<% } %>></span> 9972 </li> 9973 </ol> 9974 </div> 9975 </div> 9976</script>
9976 9977
9977<script 9978 type="text/template" 9979 id="template_PolicyEditor_ReportTitle" 9980 class="js_template" 9981> 9982 <div class="contentCard"> 9983 <div class="contentCard-title"> 9984 <h3>Custom Report Names</h3> 9985 <a href="https://community.expensify.com/discussion/4831/how-to-set-up-default-report-titles" target="_blank" rel="noopener noreferrer" class="help_link"></a> 9986 </div> 9987 9988 <p>Create a report title template using <a href="https://help.expensify.com/articles/expensify-classic/spending-insights/Export-Expenses-And-Reports#formulas" target="_blank" rel="noopener noreferrer">these simple formulas</a>. Here are some commonly used formulas to get you started:</p> 9989 <p> 9990 User's Email or Phone: <span class="token js_report_formula">{report:submit:from}</span> 9991 Report Start Date: <span class="token js_report_formula">{report:startdate}</span> 9992 Workspace Name: <span class="token js_report_formula">{report:workspacename}</span> 9993 Report ID: <span class="token js_report_formula">{report:id}</span> 9994 Total: <span class="token js_report_formula">{report:total}</span> 9995 </p> 9996 9997 <div id="policy_fieldsContainer" class="form xl-labels"> 9998 <div class="<%= UI.HIDDEN %> message_error js_title_error">Using the field <%= CONST.REPORT.TITLE_FORMULA %> is not allowed.</div> 9999 <div class="<%= UI.HIDDEN %> message_error js_title_missing">Automatic title can't be empty.</div> 10000 <div class="<%= UI.HIDDEN %> message_error js_title_too_long">Automatic title can't exceed 500 characters.</div> 10001 <% if (formulaErrors.length) { %> 10002 <div class="message_error js_title_formula_error"> 10003 <button type="button" class="expensicons expensicons-remove close js_dismiss_title_error" aria-label="Dismiss error"></button> 10004 <%- formulaErrors.length === 1 10005 ? formulaErrors[0] 10006 : formulaErrors.map(function(error) { 10007 return error.endsWith('.') ? error : error + '.'; 10008 }).join(' ') 10009 %> 10010 </div> 10011 <% } %> 10012 <ol> 10013 <li> 10014 <label class="large" for="policyEditor_defaultvalue_text">Formula</label> 10015 <input type="text" id="policyEditor_defaultvalue_text" class="large width400 js_defaultvalue_text field_defaultValue" value="<%- field.getDefaultValue() %>" /> 10016 <div class="depreciated helperLabel"> 10017 Example: <span class="js_example_title">{report:submit:from} Expense Report {report:startdate}</span> <a href="#" class="js_use_example_title">Use this</a> 10018 </div> 10019 </li> 10020 <li class="notPersonal"> 10021 <br> 10022 <label for="policy_autoTitleEnforced">Enforce Custom Report Names</label> 10023 <div class="onoffswitch-wrapper marginLeft10"> 10024 <% if(canUseControlFeatures){ %> 10025 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox" id="policyEditor_automaticReportTitleEnforcementToggle" <% if( enforced ) print( "checked" ) %> > 10026 <label class="onoffswitch-label" for="policyEditor_automaticReportTitleEnforcementToggle"> 10027 <span class="onoffswitch-inner"></span> 10028 <span class="onoffswitch-switch"></span> 10029 </label> 10030 <% } %> 10031 <% if(!canUseControlFeatures){ %> 10032 <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> 10033 <% } %> 10034 </div> 10035 </li> 10036 </ol> 10037 </div> 10038 </div> 10039</script>
10039 10040
10040<script type="text/template" id="template_PolicyEditor_tags" class="js_template"> 10041 <div class="contentCard-addFooter marginBottom40 js_table"></div> 10042 <h4>Add a Tag</h4> 10043 <ol class="form one-line clearfix"> 10044 <li><input type="text" class="js_input" /></li> 10045 <li><button class="btn btn-success-outline js_button">Add</button></li> 10046 </ol> 10047</script>
10047 10048
10048<script type="text/template" id="template_PolicyEditor_Tax_tab" class="js_template"> 10049 <div class="contentCard"> 10050 <div class="contentCard-title"> 10051 <h3><label for="policy_tax_trackingEnabled">Tax</label> 10052 <div id="policy_taxSection" class="onoffswitch-wrapper marginLeft10"> 10053 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox editable" id="policy_tax_trackingEnabled" checked <%= isConnectedToXero || isConnectedToQBO || isConnectedToNetSuite || isConnectedToFFA || isNewDotOnlyAccountingTaxSyncEnabled ? UI.DISABLED : '' %> > 10054 <label class="onoffswitch-label" for="policy_tax_trackingEnabled"> 10055 <span class="onoffswitch-inner"></span> 10056 <span class="onoffswitch-switch"></span> 10057 </label> 10058 </div> 10059 </h3> 10060 <a href="https://community.expensify.com/discussion/5044/how-to-set-up-multiple-taxes-on-indirect-connections" target="_blank" rel="noopener noreferrer" class="help_link"></a> 10061 </div> 10062 10063 <% if (isConnectedToXero) { %> 10064 <p class="intro">You can enable or disable Tax in your Xero configuration. Go to Connections > Xero > Configure.</p> 10065 <% } else if (isConnectedToQBO) { %> 10066 <% if (isAmericanQBO) { %> 10067 <p class="intro">Tax tracking is not available on workspaces that are connected to the US version of QuickBooks Online. Please <a href='#' class='js_contact-us'>contact us</a> if you have any questions.</p> 10068 <% } else { %> 10069 <p class="intro">You can enable or disable Tax via the QuickBooks Online connection configuration. Go to Connections > QuickBooks Online > Configure</p> 10070 <% } %> 10071 <% } else if (isConnectedToNetSuite) { %> 10072 <% if (isTaxEligibleNS) { %> 10073 <% if (isNetSuiteMissingTaxGroups) { %> 10074 <p class="intro">Sorry, but we could not find any eligible tax groups from your currently connected NetSuite subsidiary. Please <a href="https://community.expensify.com/discussion/5632/deep-dive-configure-coding-for-netsuite#tax" rel="noreferrer noopener">enable and configure Tax Groups in NetSuite</a> and sync again. <a href='#' class='js_contact-us'>Contact us</a> if you have any questions.</p> 10075 <% } else { %> 10076 <p class="intro">You can enable or disable Tax via the NetSuite connection configuration. Go to Connections > NetSuite > Configure</p> 10077 <% } %> 10078 <% } else { %> 10079 <p class="intro">Tax tracking is not available for your current connected subsidiary's country. Please <a href='#' class='js_contact-us'>contact us</a> if you have any questions, or think this is in error.</p> 10080 <% } %> 10081 <% } else if (isConnectedToFFA) { %> 10082 <p class="intro">You can enable or disable Tax in your FinancialForce configuration. Go to Connections > FinancialForce > Configure.</p> 10083 <% } else { %> 10084 <p class="intro">Tax can be complex. Take a look at our <a href="https://community.expensify.com/discussion/5044/how-to-set-up-multiple-taxes-on-indirect-connections" target="_blank" rel="noopener noreferrer">help page</a> for more information and please <a href='#' class='js_contact-us'>contact us</a> if you need help implementing tax tracking.</p> 10085 <% } %> 10086 10087 <div id="policyEditor_tax_fieldsContainer"></div> 10088 </div> 10089</script>
10089 10090
10091<script type="text/template" id="template_PolicyEditor_Tax_optionRow" class="js_template"> 10092 <tr class="js_field_option" data-value="<%- option.value.toString().replace('%', '') %>" data-key="<%- option.key %>" data-externalid="<%- option.externalID %>" data-name="<%- option.key %>"> 10093 <td> 10094 <div class="onoffswitch-wrapper noLabel switchSmall"> 10095 <input type="checkbox" name="onoffswitch" class="onoffswitch-checkbox js_taxEditor_disabled editable" id="tax_field_<%- option.key %>" <%= option.disabled ? '' : 'checked' %> <%= option.externalID === defaultExternalID || isReadOnly ? 'disabled' : '' %>> 10096 <label class="onoffswitch-label" for="tax_field_<%- option.key %>"> 10097 <span class="onoffswitch-inner"></span> 10098 <span class="onoffswitch-switch"></span> 10099 </label> 10100 </div> 10101 </td> 10102 <td class="accountingIcon noPadding textCenter"> 10103 <% if ( origin && hasTaxManagingConnections ){ %> 10104 <%= UIUtils.getIntegrationLogo(origin, 'Tax') %> 10105 <% } %> 10106 </td> 10107 <td> 10108 <!-- Hack Alert: The getUDFValue function associated with this view uses the properties on this element to construct the tax UDF, so be careful when editing this input. --> 10109 <input type="text" name="name" class="fullWidth" id="tax_option_name_<%- row %>_<%- col %>" value="<%- option.key %>" /> 10110 </td> 10111 <td> 10112 <div class="input-append"> 10113 <input type="text" id="tax_option_value_<%- row %>_<%- col %>" class="shorter textRight <%= (!canDelete || hasTaxManagingConnections) ? UI.DISABLED : '' %>" name="value" value="<%- option.value.toString().replace('%', '') %>" <%= (!canEdit || hasTaxManagingConnections) ? 'disabled' : '' %>/> 10114 <span class="add-on">%</span> 10115 </div> 10116 </td> 10117 <% if (!isConnectedTax) { %> 10118 <td> 10119 <input type="text" id="tax_option_tax_code_<%- row %>_<%- col %>" name="externalID" class="short" value="<%- Str.startsWith(option.externalID, 'id_') ? '' : option.externalID %>" /> 10120 </td> 10121 <% } %> 10122 <td class="textRight"> 10123 <% if ( canDelete ){ %> 10124 <button class="btn btn-danger-outline js_taxEditor_deleteOption expensicons expensicons-trashcan"></button> 10125 <% } %> 10126 </td> 10127 </tr> 10128</script>
10128 10129
10130<script type="text/template" id="template_PolicyEditor_Tax_field" class="js_template"> 10131 <div class="taxEditor_field"> 10132 <div class="taxEditor_fieldHeader"> 10133 <form class="form xl-labels xl-controls rowGaps marginTop20 marginBottom40"> 10134 <ol> 10135 <li> 10136 <label for="taxName">Tax Name</label> 10137 <input id="taxName" class="large medium" type="text" value="<%- field.getName() %>" maxlength="8" <%= isReadOnly ? UI.DISABLED : '' %>/> 10138 </li> 10139 <li> 10140 <label for="taxPolicyCurrencyDefault">Workspace Currency Default</label> 10141 <select id="taxPolicyCurrencyDefault" class="large medium long" <%= isReadOnly ? UI.DISABLED : '' %>></select> 10142 </li> 10143 <li> 10144 <label for="taxForeignCurrencyDefault">Foreign Currency Default</label> 10145 <select id="taxForeignCurrencyDefault" class="large medium long" <%= isReadOnly ? UI.DISABLED : '' %>></select> 10146 </li> 10147 </ol> 10148 </form> 10149 </div> 10150 <div class="icon-message marginBottom20"> 10151 <div class="icon-message__icon"> 10152 <i class="expensicons expensicons-sm expensicons-light-bulb blue"></i> 10153 </div> 10154 <p><strong>Pro-tip: </strong> You can add default tax rates to your workspace categories by heading to <a href="#categories">Categories</a> and clicking the <b>Edit</b> button!</p> 10155 </div> 10156 10157 <div id="taxEditor_fields"> 10158 <div class="taxEditor_field_errorMessage_container message_error hidden"> 10159 <strong>Workspace not saved</strong> 10160 <div class="taxEditor_field_errorMessage"></div> 10161 </div> 10162 10163 <form class="form labels-auto"> 10164 <table id="js_taxEditor_optionsContainer" class="table table-hoverable table-noGaps marginBottom20"> 10165 <thead> 10166 <tr> 10167 <th class="width-30px"></th> 10168 <th class="accountingIcon noPadding textCenter width-10px sorting_disabled"></th> 10169 <th>Name</th> 10170 <th>Value</th> 10171 <% if (!isConnectedTax) { %> 10172 <th>Tax Code</th> 10173 <% } %> 10174 <th class="width-40px textRight"></th> 10175 </tr> 10176 </thead> 10177 <tbody> 10178 </tbody> 10179 </table> 10180 10181 <button class="btn btn-success-outline js_taxEditor_newOption"> 10182 New Option 10183 </button> 10184 </form> 10185 </div> 10186 </div> 10187</script>
10187 10188
10188<script type="text/template" id="template_PolicyEditor_technicalContact" class="js_template"> 10189 <div class="contentCard"> 10190 <div class="contentCard-title"> 10191 <h3>Technical Contact</h3> 10192 </div> 10193 <p>In the event of any connection issues, Expensify will alert the workspace billing owner by email. If you'd prefer to alert an IT administrator instead, please enter their email below.</p> 10194 <div class="form xl-labels rowGaps noMargin"> 10195 <ol> 10196 <li> 10197 <label for="js_policy_technicalContact" class="large">Technical Contact</label> 10198 <input id="js_policy_technicalContact" type="text" size="24" class="large width400 qtip editable optional" placeholder="Email Address" value="<%= technicalContact %>"> 10199 </li> 10200 </ol> 10201 </div> 10202 </div> 10203</script>
10203 10204
10204<script type="text/template" id="template_Popup_PolicySelector_main" class="js_template"> 10205 <div class="reports_popup_inner_tb"> 10206 <span class="submenuheader">Which policy do you want to use for this report?</span> 10207 <ol> 10208 <%= policyList %> 10209 </ol> 10210 </div> 10211</script>
10211 10212
10213<script type="text/template" id="template_Popup_PolicySelector_item" class="js_template"> 10214 <li class="<% if( isSelected ){ %><%- 'depreciated' %><% } %>"> 10215 <div class="link js_report_changePolicy_target" data-policyid="<%- policyID %>"> 10216 <a href="#"> 10217 <%- policyName %> 10218 <% if( showPolicyOwner ){ %> 10219 <br/>[S] Owner: <%- policyOwner %> 10220 <% } %> 10221 </a> 10222 </div> 10223 </li> 10224</script>
10224 10225 10226
10226<script type="text/template" id="template_Pricing_PolicyCards" class="js_template"> 10227 <div class="policyCards pricing threeCards"> 10228 <div class="inner"> 10229 <div class="card"> 10230 <h1><%- teamWord %></h1> 10231 <div class="inner"> 10232 <h3>Quick and simple for startups, non-profits, churches, and student groups.</h3> 10233 <div class="featureList"> 10234 <ul class="checkMarks"> 10235 <li>Basic expense approval</li> 10236 <li>Reimburse online</li> 10237 <li>Sync with QuickBooks and Xero</li> 10238 </ul> 10239 </div> 10240 </div> 10241 10242 <div class="price"> 10243 <h3> 10244 <span class="content"> 10245 <span class="currency-symbol"></span><span class="currency-value-team"></span> 10246 <i class="currencyCode"></i> 10247 </span> 10248 </h3> 10249 <h4> 10250 10251 per active user 10252<br /> 10253 <span class="price-message yearly">Annual commitment, billed monthly</span> 10254 <span class="price-message monthly">No commitment, billed monthly</span> 10255 </h4> 10256 </div> 10257 10258 <div class="bottomButton center"> 10259 <button class="btn btn-success btn-lg js_freeTrialButton js_startTeamTrial"></button> 10260 </div> 10261 </div> 10262 <div class="card policy2 cardMiddle"> 10263 <h1><%- corporateWord %></h1> 10264 <div class="inner"> 10265 <h3>Full featured for sophisticated companies, both big and small.</h3> 10266 <div class="featureList"> 10267 <ul class="checkMarks"> 10268 <li>Everything in <%- teamWord %>, plus:</li> 10269 <li>Advanced workspace enforcement</li> 10270 <li>Corporate card reconciliation</li> 10271 <li>Multi-stage approval workflow</li> 10272 <li>Sync with NetSuite, Sage Intacct, Dynamics, more</li> 10273 </ul> 10274 </div> 10275 </div> 10276 10277 <div class="price"> 10278 <h3> 10279 <span class="content"> 10280 <span class="currency-symbol"></span><span class="currency-value-corporate"></span> 10281 <i class="currencyCode"></i> 10282 </span> 10283 </h3> 10284 <h4> 10285 per active user 10286<br /> 10287 <span class="price-message yearly">Annual commitment, billed monthly</span> 10288 <span class="price-message monthly">No commitment, billed monthly</span> 10289 </h4> 10290 </div> 10291 10292 <div class="bottomButton center"> 10293 <button class="btn btn-success btn-lg js_freeTrialButton js_startCorporateTrial"></button> 10294 </div> 10295 </div> 10296 10297 <div class="card enterprise cardRight"> 10298 <h1>Enterprise</h1> 10299 <div class="inner"> 10300 <h3>Advanced functionality and customization for large, public companies.</h3> 10301 <div class="featureList"> 10302 <ul class="checkMarks"> 10303 <li>Everything in <%- corporateWord %>, plus:</li> 10304 <li>Custom business logic</li> 10305 <li>Sync with Oracle, SAP, FinancialForce PSA</li> 10306 <li>Full ERP integration (CRM, HR, payroll)</li> 10307 <li>Dedicated Success Coach</li> 10308 </ul> 10309 </div> 10310 </div> 10311 10312 <div class="price"> 10313 <h3>Custom</h3> 10314 <h4>active user/month<br />1,000 user min.</h4> 10315 </div> 10316 10317 <div class="bottomButton center"> 10318 <a href="mailto:[email protected]?subject=I am interested by the Enterprise plan&body=Hi," class="btn btn-lg btn-success">Contact Us</a> 10319 </div> 10320 </div> 10321 10322 <div class="clearfix"></div> 10323 </div> 10324 </div> 10325</script>
10325 10326
10327<script type="text/template" id="template_Pricing_PolicyCardsNoEnterprise" class="js_template"> 10328 <div class="policyCards pricing grayCards"> 10329 <div class="inner"> 10330 <div class="card"> 10331 <h1><%- teamWord %></h1> 10332 <div class="inner"> 10333 <h3>Quick and simple for startups, non-profits, churches, and student groups.</h3> 10334 <div class="featureList"> 10335 <ul class="checkMarks"> 10336 <li>Unlimited SmartScans</li> 10337 <li>Basic expense approval</li> 10338 <li>Reimburse online</li> 10339 <li>Sync with QuickBooks and Xero</li> 10340 </ul> 10341 </div> 10342 </div> 10343 10344 <div class="price"> 10345 <h3> 10346 <span class="content"> 10347 <span class="currency-symbol"></span><span class="currency-value-team"></span> 10348 <i class="currencyCode"></i> 10349 </span> 10350 </h3> 10351 <h4> 10352 per active user<br /> 10353 <span class="price-message yearly">Annual commitment, billed monthly</span> 10354 <span class="price-message monthly">No commitment, billed monthly</span> 10355 </h4> 10356 </div> 10357 10358 <div class="bottomButton center"> 10359 <button class="btn btn-success btn-lg js_freeTrialButton js_startTeamTrial"></button> 10360 </div> 10361 </div> 10362 <div class="card policy2 cardRight"> 10363 <h1><%- corporateWord %></h1> 10364 <div class="inner"> 10365 <h3>Full featured for sophisticated companies, both big and small.</h3> 10366 <div class="featureList"> 10367 <ul class="checkMarks"> 10368 <li>Everything in <%- teamWord %>, plus:</li> 10369 <li>Advanced workspace enforcement</li> 10370 <li>Corporate card reconciliation</li> 10371 <li>Multi-stage approval workflow</li> 10372 <li>Sync with NetSuite, Sage Intacct, Dynamics, more</li> 10373 </ul> 10374 </div> 10375 </div> 10376 10377 <div class="price"> 10378 <h3> 10379 <span class="content"> 10380 <span class="currency-symbol"></span><span class="currency-value-corporate"></span> 10381 <i class="currencyCode"></i> 10382 </span> 10383 </h3> 10384 <h4> 10385 per active user<br /> 10386 <span class="price-message yearly">Annual commitment, billed monthly</span> 10387 <span class="price-message monthly">No commitment, billed monthly</span> 10388 </h4> 10389 </div> 10390 10391 <div class="bottomButton center"> 10392 <button class="btn btn-lg btn-success js_freeTrialButton js_startCorporateTrial"></button> 10393 </div> 10394 </div> 10395 10396 <div class="clearfix"></div> 10397 </div> 10398 </div> 10399</script>
10399 10400
10401<script type="text/template" id="template_Pricing_PolicyCardsOnlyCorporate" class="js_template"> 10402 <div class="choiceContainer plan-choiceContainer"> 10403 <div class="choice plan-choice is-full-width has-purple-border"> 10404 <div class="choice__icon"> 10405 <img alt="<%- corporateWord %>" src="<%= CONST.URL.CLOUDFRONT_IMG %>icons/shield--purple.svg"> 10406 </div> 10407 10408 <div class="choice__text"> 10409 <div class="row"> 10410 <div class="textLeft col-xs-12"> 10411 <h2><%- corporateWord %></h2> 10412 </div> 10413 <div class="textRight col-xs-12"> 10414 <div class="plan-choice__price"> 10415 <div class="price-container"> 10416 <span class="price-container__symbol"><span class="currency-symbol"></span></span> 10417 <span class="price-container__dollars"><span class="currency-value-corporate"></span></span> 10418 </div> 10419 </div> 10420 <div class="plan-choice__unit"> 10421 <span>/user/month</span> 10422 </div> 10423 </div> 10424 </div> 10425 10426 <div class="plan-choice__description"> 10427 <p>Expense management for companies that need expense reporting, card management, approvals, and reimbursements.</p> 10428 </div> 10429 10430 <ul class="plan-choice__feature-list checkMarks"> 10431 <li>Everything in <%- teamWord %>, plus:</li> 10432 <li>Advanced workspace enforcement</li> 10433 <li>Corporate card reconciliation</li> 10434 <li>Multi-stage approval workflow</li> 10435 <li>Sync with NetSuite, Sage Intacct, Dynamics, more</li> 10436 </ul> 10437 10438 <div class="bottomButton marginTop20"> 10439 <a href="#" class="btn btn-success btn-lg js_freeTrialButton js_startCorporateTrial"></a> 10440 </div> 10441 </div> 10442 </div> 10443 10444 </div> 10445</script>
10445 10446
10446<script type="text/template" id="template_Report_ApprovePopup_withPolicies" class="js_template"> 10447<div class="reports_popup_inner15"> 10448 <p>Please choose a workspace on which to submit this report:</p> 10449 <p> 10450 <select class="long js_policySelector"> 10451 <%= policyOptionElements %> 10452 </select> 10453 </p> 10454 <div class="marginBottom20"> 10455 <button class="btn btn-success-outline noFloat noMargin" id="js_reportReopenAndSubmitButton">Reopen and submit on workspace</button> 10456 </div> 10457 10458 <div class="bottomMessage js_messageContainer hidden"> 10459 <div class="js_canSharePolicy form labels-auto hidden"> 10460 <input id="approve_closed_share_existing_policy" type="checkbox"> 10461 <label for="approve_closed_share_existing_policy">Share workspace with <%- submitterEmail %> </label> 10462 <div class="message_alert js_alert"> 10463 Head's up: <%- submitterEmail %> is on a different domain than you 10464 and will be allowed to submit reports under this company workspace going forward, are you sure? 10465 </div> 10466 </div> 10467 <div class="js_cannotSharePolicy hidden"> 10468 This user is not in this workspace. 10469 <div class="message_alert js_alert"> 10470 Please reach out to an admin to add this user to the workspace and try again. 10471 </div> 10472 </div> 10473 <div class="js_cannotForwardReport hidden"> 10474 You cannot forward a report submitted on the wrong workspace. 10475 <div class="message_alert js_alert"> 10476 Please reach out to <%- submitterEmail %> to reopen the report and submit it on the correct workspace. 10477 </div> 10478 </div> 10479 </div> 10480</div> 10481</script>
10481 10482
10482<script type="text/template" id="template_Report_Cycle" class="js_template"> 10483 <p class="floatLeft"><strong><%= current %></strong> of <strong><%= total %></strong> reports</p> 10484 <div class="buttonsNextPrev floatLeft marginLeft"> 10485 <button class="btn btn-secondary-outline reportCollectionPrevious collectionPrev expensicons expensicons-caret-left disabled"></button> 10486 <button class="btn btn-secondary-outline reportCollectionNext collectionNext expensicons expensicons-caret-right disabled"></button> 10487 </div> 10488</script>
10488 10489
10489<script type="text/template" id="template_Report_ExpensesTable_detailedWrapper" class="js_template"> 10490 <%= title %> 10491 <%= table %> 10492</script>
10492 10493
10494<script type="text/template" id="template_Report_ExpensesTable_table" class="js_template"> 10495 <table class="table table-noGaps table-reportTable table-compact table-expenseTypeIcons matrixview <%- editable %>"> 10496 <thead> 10497 <%= thead %> 10498 </thead> 10499 <tbody> 10500 <%= tbody %> 10501 </tbody> 10502 <tfoot> 10503 <%= tfoot %> 10504 </tfoot> 10505 </table> 10506</script>
10506 10507
10508<script type="text/template" id="template_Report_ExpensesTable_emptyTable" class="js_template"> 10509 <div class="emptyReport center"> 10510 <div class="emptyReportGif"><img src="<%= CONST.URL.CLOUDFRONT_IMG %>illustrations/emptystate__reports.svg" width="200" height="200" /></div> 10511 <h2><%= title %></h2> 10512 <p><%= message %></p> 10513 </div> 10514</script>
10514 10515
10515<script type="text/template" id="template_Report_header" class="js_template"> 10516 <div id="reportMetaHeader" class="reportWrapper"> 10517 <% if( !_.isEmpty( subStatus ) ){ %> 10518 <div id="report_substatus_container"> 10519 <span class="<%= subStatus %>"><%= Str.UCFirst( subStatus ) %></span> 10520 </div> 10521 <% } %> 10522 <% if( report.isExpenseReport() && report.getPolicy() && hasBeenNudged ){ %> 10523 <div class="promo-link-container"> 10524 <span class="depreciated"><a href="https://use.expensify.com/switching-to-new-expensify">See the future!</a> View this report in our newly designed app.</span> 10525 <button class="btn btn-success-outline" id="report_newdot_take_me_there">Take me there <span class="expensicons expensicons-caret-right"></span></button> 10526 </div> 10527 <% } %> 10528 </div> 10529 10530 <div id="report_status" class="report_status"></div> 10531 10532 <div id="reportpreviewheader" class="reportWrapper"> 10533 10534 <% if( report.isInvoice() ){ %> 10535 <div class="invoice_companyDetails_container"> 10536 <div id="invoice_companyLogo_container" class="textRight"></div> 10537 </div> 10538 <% } %> 10539 10540 <div class="reportTitleHeader title clearfix"> 10541 <div id="reportTitleContainer" class="floatLeft width70"></div> 10542 <% if( report.isExpenseReport() || report.isPaycheck() ){ %> 10543 <div class="floatRight textRight width30"> 10544 <h2 id="reportTotalSpan"></h2> 10545 </div> 10546 <% } %> 10547 </div> 10548 </div> 10549 <!-- close reportpreviewheader --> 10550 10551 <div id="reportGrayBar"> 10552 <% if( report.isExpenseReport() ){ %> 10553 <div id="reportSubTotals" class="floatRight width-35per"> 10554 <h3 id="reportReimbursableSpan" class="subTotalRed hidden qtip-bottom-right"> 10555 Reimbursable: <span id="reimbursableTotal" class="subTotalValue"></span> 10556 </h3> 10557 <h3 id="reportNonReimbursableSpan" class="subTotalRed hidden qtip-bottom-right"> 10558 Non-Reimbursable: <span id="nonReimbursableTotal" class="subTotalValue"></span> 10559 </h3> 10560 <h3 id="reportBillable" class="subTotalRed hidden qtip-bottom-right"> 10561 Billable: <span id="billableTotal" class="subTotalValue"></span> 10562 </h3> 10563 <h3 id="reportTax"></h3> 10564 </div> 10565 <% } %> 10566 10567 <% if( report.isInvoice() ){ %> 10568 <div id="invoice_companyInfo_container"> 10569 <p id="report_invoice_companyInfo" class="placeholder editable"></p> 10570 </div> 10571 <% } %> 10572 10573 <div id="report_invoice_dates_container" class="fieldsContainer floatLeft width-65per"> 10574 <div class="report-from-to clearfix"> 10575 <div class="report-from"> 10576 <div id="fromFieldInReport"></div> 10577 </div> 10578 10579 <div class="report-caret hidden"> 10580 <i class="expensicons expensicons-caret-right expensicons-sm"></i> 10581 </div> 10582 10583 <div class="report-to"> 10584 <div id="toFieldInReport"></div> 10585 </div> 10586 </div> 10587 10588 <% if( report.isInvoice() ){ %> 10589 <div class="report-date report-date-sent clearfix hidden"> 10590 <div class="report-date__icon"> 10591 <i class="expensicons expensicons-calendar expensicons-sm"></i> 10592 </div> 10593 <span class="report-meta__label">Sent</span> 10594 <span class="report-meta__content"></span> 10595 </div> 10596 <div class="report-date report-date-dueby clearfix hidden"> 10597 <div class="report-date__icon"> 10598 <i class="expensicons expensicons-calendar expensicons-sm"></i> 10599 </div> 10600 <span class="report-meta__label">Due By</span> 10601 <span class="report-meta__content"></span> 10602 </div> 10603 <div class="report-date report-date-paid clearfix hidden"> 10604 <div class="report-date__icon"> 10605 <i class="expensicons expensicons-calendar expensicons-sm"></i> 10606 </div>
10607 <span class="report-meta__label">Paid</span> 10608 <span class="report-meta__content"></span> 10609 </div> 10610 <% } %> 10611 10612 <% if( report.isExpenseReport() ){ %> 10613 <div class="report-date clearfix"> 10614 <div class="report-date__icon"> 10615 <i class="expensicons expensicons-calendar expensicons-sm"></i> 10616 </div> 10617 <span class="report-meta__label">Date</span> 10618 <span id="expenseDates" class="report-meta__content"></span> 10619 </div> 10620 <% } %> 10621 </div> 10622 10623 <div class="clearfix"></div> 10624 10625 </div> 10626</script>
10626 10627
10627<script type="text/template" id="template_Report_Main" class="js_template"> 10628 <div class="report-main"> 10629 <div class="page-header page-header--buttons-lg"> 10630 <div id="report_top_cycle_container" class="floatRight lineHeightInput"></div> 10631 <div id="report_review_progress_container"></div> 10632 <div id="report_action_buttons_container" class="buttons_container"></div> 10633 <div id="report_details"></div> 10634 </div> 10635 10636 <div id="smart_reports_advert_container" class="message_hint hidden"> 10637 <span id="smart_reports_advert_title"></span> 10638 <span id="smart_reports_advert_text"></span> 10639 <span id="smart_reports_advert_tagline"></span> 10640 </div> 10641 10642 <div class="message_alert marginTop <%= UI.HIDDEN %>" id="message_setup"></div> 10643 <div id="report_next_step_container"></div> 10644 <div id="report_body"> 10645 <div id="reportpreview"> 10646 10647 <div id="reportHeaderContainer"></div> 10648 10649 <div id="reportFieldsWrapper"> 10650 <div id="reportFieldsContainer"></div> 10651 <div class="clearfix"></div> 10652 </div> 10653 10654 <div class="reportWrapper"> 10655 <div id="report_expenses_table"></div> 10656 </div> 10657 10658 <div class="reportWrapper"> 10659 <div class="floatWrapper marginTop reportMessages"> 10660 <div id="reportViolations" class="floatLeft hidden"></div> 10661 <div id="reportNotes" class="floatRight hidden"></div> 10662 <div class="clearfix"></div> 10663 </div> 10664 </div> 10665 10666 <div id="reportInvoiceNotesContainer" class="reportWrapper hidden"></div> 10667 10668 <div class="reportWrapper"> 10669 <div id="reportLog"></div> 10670 </div> 10671 10672 <div id="report_receipts_and_attachments_container" class="clearfix"></div> 10673 </div> 10674 </div> 10675 </div> 10676</script>
10676 10677
10677<script type="text/template" id="template_Report_NextStepWidget" class="js_template"> 10678 <div class="next-steps"> 10679 <h4><%= title %></h4> 10680 <%= message %> 10681 <% if (showUndoSubmit) { %> 10682 <button class="btn btn-primary-outline text-center reportCollectionUndo"> 10683 Retract 10684 </button> 10685 <% } %> 10686 <div class="notice small"></div> 10687 </div> 10688</script>
10688 10689
10689<script type="text/template" id="template_Report_NextStepWidgetNotification" class="js_template"> 10690 <div class="marginTop"> 10691 <span class="vAlignMiddle marginRight10"> 10692 <strong><%= title %> </strong> 10693 <%= message %> 10694 </span> 10695 </div> 10696</script>
10696 10697
10697<script type="text/template" id="template_Report_Markup" class="js_template"> 10698 <div id="report_markup_container"> 10699 <p>Mark up:</p> 10700 <div class="input-append form"> 10701 <input type="number" value="" id="report_markup"/> 10702 <span class="add-on">%</span> 10703 </div> 10704 </div> 10705 <div id="report_markup_warning" class="hidden message_hint topNotch marginTop20">Mark up is only applied to expenses that are flagged for "Mark Up" <a href="https://community.expensify.com/discussion/4825/how-to-create-and-send-invoices" target="_blank" rel="noopener noreferrer">Learn more</a>.</div> 10706</script>
10706 10707
10707<script type="text/template" id="template_Report_ViolationPopover" class="js_template"> 10708 <div class="popover report-popover js_report-popover" role="tooltip"> 10709 <div class="arrow"></div> 10710 <h3 class="popover-title"></h3> 10711 <div class="popover-content"></div> 10712 </div> 10713</script>
10713 10714
10715<script type="text/template" id="template_Report_ViolationPopoverContentTransaction" class="js_template"> 10716 <% if (thumbnail) { %> 10717 <img class="zoomReceipt" src="<%= thumbnail %>" data-zoom-image="<%= largeImage %>"> 10718 <% } %> 10719 <% if (doubleCheck && thumbnail) { %> 10720 <div class="doublecheck-status"> 10721 <div class="doublecheck-status__icon"> 10722 <div class="<%= doubleCheck.icon %>"></div> 10723 </div> 10724 <div class="doublecheck-status__text <%= doubleCheck.color %>"> 10725 <strong><%= doubleCheck.status %></strong> 10726 </div> 10727 </div> 10728 <div class="section-title <%= doubleCheck.color%>"> 10729 <strong>Receipt Audit: </strong> 10730 </div> 10731 <% if (doubleCheck && doubleCheck.messages.length) { %> 10732 <ol> 10733 <% _.each(doubleCheck.messages, function (message) { %> 10734 <li> <%= message %> </li> 10735 <% }) %> 10736 </ol> 10737 <% } %> 10738 <% } %> 10739 <% if (violations.length) { %> 10740 <span class="section-title red">Violations:</span> 10741 <ol> 10742 <% _(violations).each(function(v){ %> 10743 <% if (v.getName() === PolicyViolation.NAMES.AUTOREPORTED_REJECTED_EXPENSE) { %> 10744 <li><%= v.getGenericMessage() %></li> 10745 <% } else { %> 10746 <li><%- v.getUserMessage() %></li> 10747 <% } %> 10748 <% }) %> 10749 </ol> 10750 <% } %> 10751 10752 <% if (notices.length) { %> 10753 <span class="section-title yellow">Notes:</span> 10754 <ol> 10755 <% _(notices).each(function(n){ %> 10756 <li> 10757 <%= n.getUserMessage() %> 10758 <% if (n.getName() === PolicyViolation.NAMES.RECEIPT_NOT_SMART_SCANNED) { %> 10759 <a href="https://community.expensify.com/discussion/5541/deep-dive-what-is-smartscan-and-how-it-works/" target="_blank" rel="noopener noreferrer" class="help_link" data-toggle="tooltip" title="Learn more about SmartScan"></a> 10760 <% } %> 10761 </li> 10762 <% }) %> 10763 </ol> 10764 <% } %> 10765 10766 <div class="review-actions marginTop20"> 10767 <% if (!hideReject) { %> 10768 <button class="btn btn-danger-outline js_toggle_reject_form">Reject</button> 10769 <% } %> 10770 <button class="btn btn-primary-outline js_edit">View</button> 10771 <button class="btn btn-success-outline js_next <%= UI.HIDDEN %>">Submit</button> 10772 <div class="clearfix"><div> 10773 <% if (!hideReject) { %> 10774 <div class="form <%= UI.HIDDEN %>" id="guided-review-reject-form"> 10775 <label class="sr-only" for="editTransaction_rejectComment">Description</label> 10776 <input type="text" class="reject-comment-input" id="editTransaction_rejectComment" name="comment" placeholder="Comment"/> 10777 <button class="btn btn-danger-outline noFloat noMargin js_reject">Reject</button> 10778 <button class="btn btn-secondary-outline noFloat noMargin js_toggle_reject_form">Cancel</button> 10779 </div> 10780 <% } %> 10781 </div> 10782</script>
10782 10783 10784
10785<script type="text/template" id="template_Report_ViolationPopoverContentReportField" class="js_template"> 10786 <% _.each(violations, function (v) { %> 10787 <%= v.getGenericMessage() %> 10788 <% }) %> 10789 10790 <div class="review-actions marginTop20"> 10791 <button class="btn btn-primary-outline js_next <%= UI.HIDDEN %>">Next</button> 10792 <button class="btn btn-primary-outline js_finish <%= UI.HIDDEN %>">Finish</button> 10793 <button class="btn btn-primary-outline js_fix <%= UI.HIDDEN %>">Fix</button> 10794 <div class="clearfix"></div> 10795 </div> 10796</script>
10796 10797
10798<script type="text/template" id="template_Report_ViolationPopoverTitle" class="js_template"> 10799 Item <span class="js_violation_index"></span> of <span class="js_violation_total"></span> 10800</script>
10800 10801
10801<script type="text/template" id="template_Reports_main" class="js_template"> 10802 <div class="page-header"> 10803 <div class="buttons_container floatRight"> 10804 <div id="newReportButton" class="floatLeft"></div> 10805 <button id="button_bulkButton" class="btn btn-primary-outline dropdown hidden">Bulk Actions</button> 10806 <button id="button_dewBulkButton" class="btn btn-primary-outline hidden">Bulk Approve</button> 10807 <button id="button_exportButton" class="btn btn-primary-outline dropdown" title="Select the reports below that you'd like to export">Export to</button> 10808 <button id="button_deleteReports" class="btn btn-danger-outline expensicons expensicons-trashcan hidden"></button> 10809 </div> 10810 <div class="page-title"> 10811 <h1>Reports</h1> 10812 </div> 10813 </div> 10814 10815 <div id="reportsContainer" class="tableContainer"></div> 10816 <div id="reports_pagination_container_bottom" class="pagination-bar-bottom"></div> 10817</script>
10817 10818
10818<script type="text/template" id="template_Reports_paginationControl" class="js_template"> 10819 <div class="pagination-bar"> 10820 <div class="pagination-bar__pages"> 10821 <label for="pages" class="js_label"></label> 10822 <span class="btn-group"> 10823 <button class="btn btn-secondary-outline expensicons expensicons-caret-left disabled js_previous"></button> 10824 <button class="btn btn-secondary-outline expensicons expensicons-caret-right disabled js_next"></button> 10825 </span> 10826 </div> 10827 </div> 10828</script>
10828 10829
10829<script type="text/template" id="template_Reports_side" class="js_template"> 10830 <div id="reports_pagination_container"></div> 10831 <div id="reportsFilter" class="clearfix"></div> 10832</script>
10832 10833
10833<script type="text/template" id="template_PromoCode_Form" class="js_template"> 10834 <div class="marginBottom40"> 10835 <h3>Expensify Code (Optional)</h3> 10836 10837 <p class="js_promoCodeMessage"></p> 10838 <form id="enterPromoCodeForm" class="form marginTop20 marginBottom"> 10839 <div class="relative floatLeft marginRight5"> 10840 <input type="text" id="promoCodeInput" class="medium" /> 10841 <i id="promoCodeResultIcon" class="hidden expensicons small inputIndicator"></i> 10842 </div> 10843 <button id="validatePromoCodeButton" class="btn btn-success-outline">Validate</button> 10844 <div class="clearfix"></div> 10845 </form> 10846 10847 <p id="promoCodeValidateMessage" class="message_hint topNotch inlineBlock hidden"></p> 10848 </div> 10849 10850</script>
10850 10851
10851<script type="text/template" id="template_Setting_DelegatedAccess" class="js_template"> 10852 10853<div class="contentCard"> 10854 <div class="contentCard-title"> 10855 <h3>Copilot: Delegated Access</h3> 10856 </div> 10857 10858 <p>Everyone needs someone to watch their back. With Copilot, other users can access your account and help you submit your monthly expenses.</p> 10859 10860 <div class="icon-message"> 10861 <div class="icon-message__icon"> 10862 <i class="expensicons expensicons-sm expensicons-error-circle yellow"></i> 10863 </div> 10864 <p> 10865 <strong>Warning:</strong> Only add people you trust as Copilots. They have full access to your account! <a href="https://community.expensify.com/discussion/5539/deep-dive-what-is-a-copilot-what-are-the-different-types/" rel="help" title="Copilot help page" target="_blank">Learn more...</a> 10866 </p> 10867 </div> 10868 10869 <div id="delegateAccessInviteForm"> 10870 <div class="contentCard-addFooter marginTop20"> 10871 <h4>Add a Copilot</h4> 10872 <ol class="form one-line clearfix"> 10873 <li> 10874 <span class="lineHeightInput">Email or Phone:</span> 10875 </li> 10876 <li> 10877 <input type="text" name="delegatedAccessEmail" id="delegatedAccessEmail" class="long" placeholder="e.g. [email protected] or +15005550006"/> 10878 </li> 10879 <li> 10880 <select id="js_delegatedAccessRole" class="medium"> 10881 <% for( var role in roles ){ %> 10882 <option value="<%= roles[ role ] %>"> 10883 <%= DelegatedAccessUtils.translateRole( roles[ role ] ) %> 10884 </option> 10885 <% } %> 10886 </select> 10887 </li> 10888 <li class="submit"> 10889 <button id="delegatedAccessButton" class="btn btn-success-outline">Add Copilot</button> 10890 </li> 10891 </ol> 10892 <div class="errorText"></div> 10893 </div> 10894 </div> 10895 10896 <div id="delegateAccessGranted"></div> 10897 10898 <div id="wingmanAccessContainer" class="hidden"> 10899 <hr class="hr20"> 10900 10901 <div id="delegateAccessReceived"></div> 10902 </div> 10903</div> 10904 10905</script>
10905 10906
10906<script type="text/template" id="template_Settings_Rules_rule" class="js_template"> 10907 <li id="rule_<%= ruleID %>" class="rule"> 10908 <div class="floatRight controlButtons"> 10909 <button class="btn btn-primary-outline expensicons expensicons-pencil js_editRule" data-id="<%= ruleID %>" /> 10910 <button class="btn btn-danger-outline expensicons expensicons-trashcan marginLeft5 js_removeRule" data-id="<%= ruleID %>" /> 10911 </div> 10912 10913 <div class="ruleHeader"> 10914 <p class="noMargin">If the merchant contains <span class="merchantToMatch">"<%- merchantToMatch %>"</span> then change:</p> 10915 </div> 10916 10917 <ul> 10918 <%= rules %> 10919 </ul> 10920 </li> 10921</script>
10921 10922
10923<script type="text/template" id="template_Settings_Rules_item" class="js_template"> 10924 <li><span><%=property%></span> to <b><%-value%></b></li> 10925</script>
10925 10926
10926<script type="text/template" id="template_Settings_main" class="js_template"> 10927 <div id="settingsPanes" class="panes"> 10928 <!-- Account Tab --> 10929 <div class="settings_box"> 10930 <div class="page-header"> 10931 <h1> 10932 <span class="hide-for-embedded">Account<i class="expensicons expensicons-caret-right"></i></span><span class="sub-title">Profile</span> 10933 </h1> 10934 </div> 10935 10936 <div id="emailDeliveryFailure_container"></div> 10937 10938 <div id="settings_userDetailsSection"></div> 10939 10940 <div id="settings_twoFactorAuthSection"></div> 10941 <div id="settings_deviceManagement" class="contentCard hidden"> 10942 <div class="contentCard-title collapsed" data-toggle="collapse" data-target="#settings_deviceManagement_content" aria-expanded="false"> 10943 <h3>Device Management</h3> 10944 </div> 10945 <div id="settings_deviceManagement_content"> 10946 <p>Manage all the devices that you have logged into with your Expensify Account <a id="settings_devices" class="help_link" href="https://help.expensify.com/articles/expensify-classic/settings/Manage-Devices" target="_blank" rel="noopener noreferrer"></a></p> 10947 <div id="deviceTableContainer"></div> 10948 </div> 10949 </div> 10950 10951 <div class="contentCard secondaryLogin"> 10952 <div class="contentCard-title"> 10953 <h3>Contact Methods <a id="settings_secondary" class="help_link" href="https://help.expensify.com/articles/expensify-classic/settings/Managing-Primary-and-Secondary-Logins-in-Expensify" target="_blank" rel="noopener noreferrer"></a></h3> 10954 </div> 10955 <div class="floatWrapper"> 10956 <button id="add_login" class="btn btn-primary-outline floatLeft marginBottom">Add Contact Method</button> 10957 </div> 10958 <div id="loginTableContainer"></div> 10959 </div> 10960 10961 10962 10963 <div class="contentCard"> 10964 <div class="contentCard-title"> 10965 <h3>Merge Accounts <a id="settings_merge" class="help_link" href="https://community.expensify.com/discussion/5678/deep-dive-secondary-login-merge-accounts-what-does-this-mean" target="_blank" rel="noopener noreferrer"></a></h3> 10966 </div> 10967 10968 <form id="mergeform" class="form xl-labels rowGaps"> 10969 <ol> 10970 <li><label for="into">Email or Phone to merge <i>into</i></label> 10971 <input type="text" disabled="disabled" value="" id="into" class="large longer js_merge_into_email"> 10972 </li> 10973 <li class="js_merge_email"> 10974 <label for="email">Email or Phone to merge <i>from</i></label> 10975 <input class="required large longer js_merge_email" type="text" name="managerEmail" id="email" autocomplete="new-password" required /> 10976 <div class="js_merge_email_error error-red paddingTop5"></div> 10977 </li> 10978 <li class="checkbox"> 10979 <label for="merge_accounts_confirm" class="checkbox"> 10980 <input id="merge_accounts_confirm" type="checkbox" name="confirm" class="required" /> 10981 Yes, I understand this is not reversible. 10982 </label> 10983 </li> 10984 <li class="submit"> 10985 <button id="merge_accounts_button" class="btn btn-primary-outline btn-lg disabled">Merge Accounts</button> 10986 </li> 10987 </ol> 10988 </form> 10989 </div> 10990 10991 10992 10993 10994 <div class="contentCard <%- deleteAccountSectionClass %>"> 10995 <div class="contentCard-title"> 10996 <h3>Close Account <a id="settings_delete" class="help_link" href="https://community.expensify.com/discussion/4520/how-to-close-your-account" target="_blank" rel="noopener noreferrer"></a></h3> 10997 </div> 10998 10999 <form action="user" method="POST" class="form xl-labels rowGaps"> 11000 <ol> 11001 <li> 11002 <label for="deletemessage" class="lineHeightInherit">We'd hate to see you go. Would you kindly tell us why, so we can improve?</label> 11003 <textarea cols="40" rows="3" id="deletemessage" name="message" class="longer"></textarea> 11004 </li> 11005 <li class="submit"> 11006 <button id="deletesubmit" class="btn btn-danger-outline btn-lg">Close My Account</button> 11007 </li> 11008 <input name="csrfToken" type="hidden" value=""/> 11009 </ol> 11010 </form> 11011 </div> 11012 </div> 11013 11014 <!-- Preferences Tab --> 11015 <div class="settings_box"> 11016 <div class="page-header"> 11017 <h1>
11018 <span class="hide-for-embedded">Account<i class="expensicons expensicons-caret-right"></i></span><span class="sub-title">Preferences</span> 11019 </h1> 11020 </div> 11021 <div class="icon-message"> 11022 <p>Canât find the setting you need? Check out your 11023 <a href='admin_policies?param=%7B"section":"individual"%7D'>Individual</a> or 11024 <a href="admin_policies">Group</a> Policy settings! 11025 </p> 11026 </div> 11027 11028 <div class="contentCard"> 11029 <div class="contentCard-title"> 11030 <h3>Custom Unit Tracking <a id="settings_units" href="https://community.expensify.com/discussion/5103/how-to-create-and-use-custom-units/p1?new=1" target="_blank" rel="noopener noreferrer"></a></h3> 11031 </div> 11032 <div class="floatWrapper"> 11033 <button class="btn btn-success-outline floatLeft marginBottom" id="settings_addUnit">New Unit</button> 11034 </div> 11035 <br/> 11036 <div id="unitTableContainer"></div> 11037 </div> 11038 11039 <div class="contentCard"> 11040 <div class="contentCard-title"> 11041 <h3>CSV Export Formats <a id="settings_csvExportHelp" class="help_link" href="https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates" target="_blank" rel="noopener noreferrer"></a></h3> 11042 </div> 11043 11044 <a href="/csvExport" class="btn btn-success-outline">New Export Format</a> 11045 <div id="settings_csvExport_formatContainer" class="marginTop"></div> 11046 </div> 11047 11048 <div class="contentCard"> 11049 <div class="contentCard-title"> 11050 <h3>Timezone <a id="settings_timeZoneHelp" class="help_link" href="https://community.expensify.com/discussion/6530/how-to-set-your-time-zone-for-report-history-comments" target="_blank" rel="noopener noreferrer"></a></h3> 11051 </div> 11052 <div id="settings_timeZone"></div> 11053 </div> 11054 11055 <div class="contentCard"> 11056 <div class="contentCard-title"> 11057 <h3> 11058 Contact Preferences 11059 <a id="settings_contactPreferencesHelp" class="help_link" href="https://community.expensify.com/discussion/5651/deep-dive-best-practices-when-youre-running-into-trouble-receiving-emails-from-expensify" target="_blank" rel="noopener noreferrer"></a> 11060 </h3> 11061 </div> 11062 <form class="form labels-auto"> 11063 Yes, contact me with: 11064 <ol> 11065 <li> 11066 <input type="checkbox" id="email_reminders" value="true" /> 11067 <label for="email_reminders">Outstanding report tasks or status updates (such as when my reports are rejected)</label> 11068 </li> 11069 <li> 11070 <input type="checkbox" id="subscribed" value="true" /> 11071 <label for="subscribed">Receive relevant feature updates and Expensify news</label> 11072 </li> 11073 </ol> 11074 </form> 11075 </div> 11076 11077 <!-- Scan preference --> 11078 <div class="contentCard"> 11079 <div class="contentCard-title"> 11080 <h3><label for="receiptOCR">SmartScanning</label> 11081 <div class="onoffswitch-wrapper marginLeft10"> 11082 <input type="checkbox" id="receiptOCR" class="onoffswitch-checkbox" value="true" /> 11083 <label class="onoffswitch-label" for="receiptOCR"> 11084 <span class="onoffswitch-inner"></span> 11085 <span class="onoffswitch-switch"></span> 11086 </label> 11087 </div> 11088 </h3> 11089 </div> 11090 <div class="js_defaultSmartScanBanner"> 11091 <p>Manual entry? Forget it! SmartScan analyzes your receipts and automatically creates an expense with 11092 the date, merchant, and amount. If you've already imported your credit or bank card into your 11093 account, SmartScan will auto-match the receipt with the associated expense, meaning no extra 11094 work for you. 11095 <a href='https://community.expensify.com/discussion/5541/deep-dive-what-is-smartscan-and-how-it-works' target='_blank' rel='noopener noreferrer'>Learn more...</a> 11096 </p> 11097 </div> 11098 <div class="s_smartScanEverythingBanner hidden"> 11099 <div class="icon-message"> 11100 <div class="icon-message__icon"> 11101 <i class="expensicons expensicons-sm expensicons-error-circle yellow"></i> 11102 </div> 11103 <p> 11104 <strong>Heads up!</strong> Your active workspace <strong><%- Policy.getActive().getName() %></strong> has SmartScan enabled which is overriding your personal SmartScan settings. Any expenses submitted on this workspace will be scanned and verified for accuracy. 11105 <a href="https://community.expensify.com/discussion/5738/deep-dive-how-does-concierge-receipt-audit-work" target="_blank" rel="noopener noreferrer">Learn more...</a> 11106 </p> 11107 </div> 11108 </div> 11109 <p>If enabled, incoming receipts will be SmartScanned on upload.</p> 11110 </div> 11111 11112 <!-- Current credit information --> 11113 <div id="settings_limitedSmartScans" class="contentCard hidden"> 11114 <div class="contentCard-title"> 11115 <h3>SmartScan Status</h3> 11116 </div> 11117 11118 <div class="icon-message"> 11119 <div class="icon-message__icon"> 11120 <i class="expensicons expensicons-sm expensicons-error-circle yellow"></i> 11121 </div> 11122 <p>Your account is currently limited to <%= SubscriptionUtils.getFreeSmartScans() %> free SmartScans each month.</p> 11123 </div> 11124 11125 <p>Free SmartScans remaining: <span id="settings_freeScanCount">0</span></p> 11126 </div> 11127 </div> 11128 11129 <!-- Expense Rules Tab--> 11130 <div class="settings_box"> 11131 <div class="page-header"> 11132 <h1>
11133 <span class="hide-for-embedded">Account<i class="expensicons expensicons-caret-right"></i></span><span class="sub-title">Expense Rules</span> 11134 </h1> 11135 </div> 11136 11137 <div class="contentCard hidden" id="settings_rulesContainer"> 11138 <div class="contentCard-title"> 11139 <h3>Expense Rules <a id="settings_rulesHelp" class="help_link" href="https://help.expensify.com/articles/expensify-classic/expenses/Expense-Rules" target="_blank" rel="noopener noreferrer"></a></h3> 11140 </div> 11141 <p>If youâre always expensing from the same merchant, create an Expense Rule. The rule will auto complete category, tag, and other changes to your future expenses with that merchant.</p> 11142 <div class="clearfix"> 11143 <button class="btn btn-success-outline floatLeft marginBottom" id="settings_addRule">New Rule</button> 11144 </div> 11145 <div id="settings_rulesDuplicateWarning" class="alertsBanner"> 11146 <p>You have multiple rules for the same merchant name. Most of the time you just need one rule for a specific merchant name, 11147 so please check if there are unnecessary duplicated rules that you can remove.</p> 11148 <p id="rulesDuplicateWarningParagraph"></p> 11149 </div> 11150 <ol id="settings_rules"></ol> 11151 </div> 11152 </div> 11153 11154 <!-- Credit Cards Tab --> 11155 <div class="settings_box"> 11156 <div class="page-header"> 11157 <h1> 11158 <span class="hide-for-embedded">Account<i class="expensicons expensicons-caret-right"></i></span><span class="sub-title">Credit Cards and Transaction Feeds <a id="settings_creditCards" target="_blank" rel="noopener noreferrer" href="https://community.expensify.com/discussion/5689/deep-dive-is-a-direct-connection-the-best-option/"><i class="expensicons expensicons-question-mark-circle"></i></a></span> 11159 </h1> 11160 </div> 11161 11162 <div class="contentCard"> 11163 <!-- Personal CC Header and Table --> 11164 <div id="personalCardsSection"></div> 11165 </div> 11166 11167 <div id="settings_reimbursementAccountsSection"></div> 11168 <div id="settings_alternativeAccountsSection"></div> 11169 <div id="settings_shared_withdrawal_accounts"></div> 11170 11171 <!-- TODO: remove this when the dialog for settings is completed --> 11172 <div id="settings_card_container" class="contentCard <%= UI.HIDDEN %>"> 11173 <div class="contentCard-title"> 11174 <h3><span id="settings_card_cardName"></span></h3> 11175 </div> 11176 <input type="hidden" id="settings_card_currentCardID" /> 11177 <div id="settings_card_message"></div> 11178 <div id="settings_card_contents"> 11179 <button class="btn btn-success-outline marginTop marginBottom" id="settings_card_fixUpdate">Update</button> 11180 <!-- Card Name --> 11181 <h3>Rename Card</h3> 11182 <ol class="form one-line clearfix"> 11183 <li> 11184 <input type="text" id="settings_card_visibleName" /><br/> 11185 <p> Original name: <span id="settings_card_originalName"></span></p> 11186 </li> 11187 <li> 11188 <button class="btn btn-success-outline" id="settings_card_renameSubmit">Rename</button> 11189 </li> 11190 </ol> 11191 <!-- Card Reimbursablility --> 11192 <h3>Update Card Status</h3> 11193 <ol class="form one-line clearfix"> 11194 <li> 11195 <input type="checkbox" name="reimbursable" id="settings_card_reimbursable" /> 11196 <label for="reimbursable">Reimbursable</label> 11197 </li> 11198 <li> 11199 <button class="btn btn-success-outline" id="settings_card_reimbursableSubmit">Update</button> 11200 </li> 11201 </ol> 11202 </div> 11203 </div> 11204 </div> 11205 11206 <!-- Reimbursement Tab --> 11207 <div class="settings_box"> 11208 <div class="page-header"> 11209 <h1>
11210 <span class="hide-for-embedded">Account<i class="expensicons expensicons-caret-right"></i></span><span class="sub-title">Subscription</span> 11211 </h1> 11212 </div> 11213 11214 <!-- Billing Section --> 11215 <div id="settings_billingSection" class="contentCard"> 11216 <div id="settings_subscriptionSection"></div> 11217 <div id="settings_billingPanel" class="marginBottom40"> 11218 <div class="contentCard-title"> 11219 <h3>Payments <a id="settings_billing" href="https://community.expensify.com/discussion/4482/how-to-update-payment-details" target="_blank" rel="noopener noreferrer" class="help_link"></a></h3> 11220 </div> 11221 <div id="settings_billingExpensifyCard" class="alertsBanner alertsBanner topAlert alertsBanner-hint hidden"> 11222 Note: Your Expensify Card will be charged for any Group workspaces. Your payment card will be charged for any Individual workspaces. 11223 </div> 11224 11225 <div id="settings_usesDomainBillingContainer" class="hidden"></div> 11226 11227 <div id="settings_billingCardContainer"> 11228 <div id="settings_noBillingCard"> 11229 <center class="contentCard-empty"> 11230 <img alt="" src="https://d2k5nsl2zxldvw.cloudfront.net/images/illustrations/emptystate__paymentcard.svg" width="200" height="200"> 11231 <div class="marginBottom30"> 11232 <h2>Add Payment Card</h2> 11233 <p>Let's make this official â just add a card to get started!</p> 11234 </div> 11235 <div> 11236 <button class="btn btn-lg btn-success marginBottom settings_addBillingCard">Add Payment Card</button> 11237 </div> 11238 </center> 11239 </div> 11240 11241 <!-- We need to hide the panelCard below when there is no card added --> 11242 <div id="settings_billingCardInfo"> 11243 <div class="panelCard-container"> 11244 <div class="panelCard is-half"> 11245 <div class="panelCard-header panelCard-header--neutral"> 11246 <div class="headerText">Payment Card</div> 11247 <i class="marginRight expensicons expensicons-credit-card"></i> 11248 </div> 11249 11250 <div class="panelCard-inner"> 11251 <div id="settings_billingAlertBannerContainer"> 11252 </div> 11253 <div id="settings_retryBillingZeroBalance" class="alertsBanner topAlert hidden"> 11254 <p class="marginBottom">Although your balance is zero, you can retry billing for others on your domain who have an outstanding balance.</p> 11255 <button id="settings_retryBillingButtonZeroBalance" class="btn btn-primary-outline">Retry Billing</button> 11256 </div> 11257 <div id="settings_billingExpiredContainer" class="alertsBanner topAlert"> 11258 <strong>Heads up!</strong> <span id="settings_billingExpirationMessage"></span></span> 11259 </div> 11260 11261 <div class="card-image"> 11262 <div class="image"></div> 11263 </div> 11264 <div class="fieldGroup"> 11265 <div class="fieldLabel">Name On Card</div> 11266 <div class="bankAccountName"> 11267 <div id="settings_billing_name"></div> 11268 </div> 11269 </div> 11270 11271 <div class="fieldGroup"> 11272 <button id="settings_billing_changeCard" class="floatRight btn btn-primary-outline settings_addBillingCard">Change Payment Card</button> 11273 <div class="fieldLabel">Card Number</div> 11274 <div id="settings_billing_cardNumber"></div> 11275 </div> 11276 11277 <div class="fieldGroup"> 11278 <div class="fieldLabel">Expiration</div> 11279 <div id="settings_billing_expiration"></div> 11280 </div> 11281 11282 <div id="settings_balance" class="fieldGroup"> 11283 <div class="fieldLabel">Balance</div> 11284 <div id="settings_amountDue"></div> 11285 </div> 11286 11287 <div id="settings_billing_change_currency_section" class="hidden"> 11288 <div id="settings_billingCurrencyContainer"></div> 11289 </div> 11290 11291 <div id="settings_retryBillingContainer" class="marginTop"> 11292 <div id="settings_retryBillingMessage"></div> 11293 <button id="settings_retryBillingButton" class="btn btn-primary-outline marginTop">Retry Billing</button> 11294 <div id="settings_retryBillingSpinner"></div> 11295 </div> 11296 11297 <div id="settings_authenticateBilling
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