[No QA] Update Global VaTax help pages to VAT IT branding#90391
Conversation
Update connection instructions, titles, and descriptions on both New Expensify and Expensify Classic help pages to reflect the VAT IT partnership. Co-authored-by: Nick Tooker <NickTooker@users.noreply.github.com>
github-actions
Bot
changed the title
|
A preview of your ExpensifyHelp changes have been deployed to https://2686cbcd.helpdot.pages.dev ⚡️ Updated articles: |
Concierge reviewer checklist:
For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member? cc @lschurr |
melvin-bot
Bot
requested review from
lschurr and
thesahindia
and removed request for
a team
|
@thesahindia @lschurr One of you needs to copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button] NOTE: It looks like |
![github-actions[bot]](https://avatars.githubusercontent.com/in/15368?s=60&v=4){kind=small}
HelpDot Documentation ReviewOverall AssessmentThis PR renames the Global VaTax integration pages to VAT IT across both New Expensify and Expensify Classic, updates the onboarding flow, adds a contact email, fixes a keyword typo, and sets up redirects. While the rebranding intent is clear and the redirects are correctly configured, the new files carry forward several structural issues from the original articles and introduce an incomplete find-and-replace of the old branding. Scores Summary
Key FindingsCritical issues that must be addressed:
Positive aspects:
Recommendations
Files Reviewed
Note: Both new VAT-IT.md files have identical structural issues since they share the same content. Fixes applied to one should be mirrored in the other. |
|
@lschurr looks like this was merged without a test passing. Please add a note explaining why this was done and remove the |
| --- | ||
| title: VAT IT Integration | ||
| description: Learn how to connect Expensify with VAT IT to simplify international VAT refunds for your business expenses. | ||
| keywords: [Expensify Classic, VAT IT, VAT refund, international expenses, tax compliance] | ||
| --- |
There was a problem hiding this comment.
Missing required metadata field: The YAML frontmatter is missing the internalScope field, which is mandatory per HELP_AUTHORING_GUIDELINES.md Section 3. Add something like:
| --- | |
| title: VAT IT Integration | |
| description: Learn how to connect Expensify with VAT IT to simplify international VAT refunds for your business expenses. | |
| keywords: [Expensify Classic, VAT IT, VAT refund, international expenses, tax compliance] | |
| --- | |
| --- | |
| title: VAT IT Integration | |
| description: Learn how to connect Expensify with VAT IT to simplify international VAT refunds for your business expenses. | |
| keywords: [Expensify Classic, VAT IT, VAT refund, international expenses, tax compliance] | |
| internalScope: Audience is workspace admins. Covers connecting Expensify Classic with VAT IT for VAT recovery, does not cover New Expensify setup or VAT policy details. | |
| --- |
| --- | ||
| title: VAT IT Integration | ||
| description: Learn how to connect Expensify with VAT IT to simplify international VAT refunds for your business expenses. | ||
| keywords: [New Expensify, VAT IT, VAT refund, international expenses, tax compliance] | ||
| --- |
There was a problem hiding this comment.
Missing required metadata field: The YAML frontmatter is missing the internalScope field, which is mandatory per HELP_AUTHORING_GUIDELINES.md Section 3. Add something like:
| --- | |
| title: VAT IT Integration | |
| description: Learn how to connect Expensify with VAT IT to simplify international VAT refunds for your business expenses. | |
| keywords: [New Expensify, VAT IT, VAT refund, international expenses, tax compliance] | |
| --- | |
| --- | |
| title: VAT IT Integration | |
| description: Learn how to connect Expensify with VAT IT to simplify international VAT refunds for your business expenses. | |
| keywords: [New Expensify, VAT IT, VAT refund, international expenses, tax compliance] | |
| internalScope: Audience is workspace admins. Covers connecting New Expensify with VAT IT for VAT recovery, does not cover Expensify Classic setup or VAT policy details. | |
| --- |
|
|
||
| --- | ||
|
|
||
| # VAT-Recoverable Expenses |
There was a problem hiding this comment.
Heading hierarchy violation: Only one # heading (the article title) is allowed per article, plus an optional # FAQ. All content section headings must use ##. This applies to this heading and the ones on lines 30, 42, and 53.
Additionally, this is a noun-only heading which violates the task-based heading rule. Headings must start with an action verb or question word (How, What, Where, Who, Why, When).
Suggested fix:
| # VAT-Recoverable Expenses | |
| ## What expenses are eligible for VAT recovery |
|
|
||
| --- | ||
|
|
||
| # VAT-Recoverable Expenses |
There was a problem hiding this comment.
Heading hierarchy violation: Only one # heading (the article title) is allowed per article, plus an optional # FAQ. All content section headings must use ##. This applies to this heading and the ones on lines 30, 42, and 53.
Additionally, this is a noun-only heading which violates the task-based heading rule. Headings must start with an action verb or question word (How, What, Where, Who, Why, When).
Suggested fix:
| # VAT-Recoverable Expenses | |
| ## What expenses are eligible for VAT recovery |
|
|
||
| # How VAT Refunds Work | ||
|
|
||
| VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling: |
There was a problem hiding this comment.
Heading hierarchy + task-based heading violation: Must use ## instead of #, and the heading must be task-based (start with an action verb or question word).
Suggested fix:
| VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling: | |
| ## How VAT refunds work with VAT IT |
|
|
||
| # How VAT Refunds Work | ||
|
|
||
| VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling: |
There was a problem hiding this comment.
Heading hierarchy + task-based heading violation: Must use ## instead of #, and the heading must be task-based (start with an action verb or question word).
Suggested fix:
| VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling: | |
| ## How VAT refunds work with VAT IT |
HelpDot Documentation ReviewOverall AssessmentThis PR renames the Global VaTax integration documentation to VAT IT across both Expensify Classic and New Expensify, updates the connection steps, and adds proper redirects. While the rebranding intent is clear and the redirect setup is correct, the new files carry over several structural issues from the old articles and introduce an incomplete rebranding -- multiple sections still reference "Global VaTax" instead of "VAT IT." Scores Summary
Key FindingsCritical issues that must be addressed:
Additional issues:
Positive aspects:
Recommendations
Files Reviewed
Note: Both new VAT-IT.md files share nearly identical content. All structural and branding fixes should be applied to both files consistently. |
|
|
||
| VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling: | ||
|
|
||
| - VAT analysis and calculation |
There was a problem hiding this comment.
Stale brand name: This section still references "Global VaTax" but the article has been updated to be about "VAT IT". Update all references in this paragraph.
Suggested fix:
| - VAT analysis and calculation | |
| VAT refund regulations vary by country and expense type, making the process complex. VAT IT simplifies this by handling: |
|
|
||
| VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling: | ||
|
|
||
| - VAT analysis and calculation |
There was a problem hiding this comment.
Stale brand name: This section still references "Global VaTax" but the article has been updated to be about "VAT IT". Update all references in this paragraph.
Suggested fix:
| - VAT analysis and calculation | |
| VAT refund regulations vary by country and expense type, making the process complex. VAT IT simplifies this by handling: |
| - Report preparation and submission to tax authorities | ||
|
|
||
| By syncing Expensify with Global VaTax, businesses can automate VAT reporting and reclaim eligible expenses efficiently. | ||
|
|
There was a problem hiding this comment.
Stale brand name: "Global VaTax" should be "VAT IT" to match the updated article.
Suggested fix:
| By syncing Expensify with VAT IT, businesses can automate VAT reporting and reclaim eligible expenses efficiently. |
| - Report preparation and submission to tax authorities | ||
|
|
||
| By syncing Expensify with Global VaTax, businesses can automate VAT reporting and reclaim eligible expenses efficiently. | ||
|
|
There was a problem hiding this comment.
Stale brand name: "Global VaTax" should be "VAT IT" to match the updated article.
Suggested fix:
| By syncing Expensify with VAT IT, businesses can automate VAT reporting and reclaim eligible expenses efficiently. |
|
|
||
| # How to Connect Expensify with VAT IT | ||
|
|
||
| Follow these steps to activate the integration: |
There was a problem hiding this comment.
Heading hierarchy violation: Must use ## instead of #. Only one # heading (the article title) is allowed, plus optional # FAQ.
Suggested fix:
| Follow these steps to activate the integration: | |
| ## How to connect Expensify with VAT IT |
|
|
||
| # How to Connect Expensify with VAT IT | ||
|
|
||
| Follow these steps to activate the integration: |
There was a problem hiding this comment.
Heading hierarchy violation: Must use ## instead of #. Only one # heading (the article title) is allowed, plus optional # FAQ.
Suggested fix:
| Follow these steps to activate the integration: | |
| ## How to connect Expensify with VAT IT |
| 1. Create a dedicated Expensify user for VAT IT and assign that user the Auditor role. | ||
| 2. Assign each relevant policy to that user so VAT IT can access the correct entities. | ||
| 3. Confirm the invitation and access setup by email. | ||
| 4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly. |
There was a problem hiding this comment.
Terminology violation: Use "workspace" instead of "policy" per Expensify naming conventions.
Suggested fix:
| 4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly. | |
| 2. Assign each relevant workspace to that user so VAT IT can access the correct entities. |
| 1. Create a dedicated Expensify user for VAT IT and assign that user the Auditor role. | ||
| 2. Assign each relevant policy to that user so VAT IT can access the correct entities. | ||
| 3. Confirm the invitation and access setup by email. | ||
| 4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly. |
There was a problem hiding this comment.
Terminology violation: Use "workspace" instead of "policy" per Expensify naming conventions.
Suggested fix:
| 4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly. | |
| 2. Assign each relevant workspace to that user so VAT IT can access the correct entities. |
| 3. Confirm the invitation and access setup by email. | ||
| 4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly. | ||
|
|
||
| Once VAT IT prepares your VAT reclaim documents in the required languages, they will submit them to the appropriate tax authorities. If you have questions about this process, reach out to vat@expensify.com. |
There was a problem hiding this comment.
Terminology violation: "policies" should be "workspaces" per Expensify naming conventions.
Suggested fix:
| Once VAT IT prepares your VAT reclaim documents in the required languages, they will submit them to the appropriate tax authorities. If you have questions about this process, reach out to vat@expensify.com. | |
| 4. VAT IT verifies that the correct workspaces are visible and that the connection has been set up correctly. |
| 3. Confirm the invitation and access setup by email. | ||
| 4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly. | ||
|
|
||
| Once VAT IT prepares your VAT reclaim documents in the required languages, they will submit them to the appropriate tax authorities. If you have questions about this process, reach out to vat@expensify.com. |
There was a problem hiding this comment.
Terminology violation: "policies" should be "workspaces" per Expensify naming conventions.
Suggested fix:
| Once VAT IT prepares your VAT reclaim documents in the required languages, they will submit them to the appropriate tax authorities. If you have questions about this process, reach out to vat@expensify.com. | |
| 4. VAT IT verifies that the correct workspaces are visible and that the connection has been set up correctly. |
|
|
||
| --- | ||
|
|
||
| # Tracking Your VAT Reclaim |
There was a problem hiding this comment.
Heading hierarchy + task-based heading violation: Must use ## instead of #, and heading must be task-based.
Suggested fix:
| # Tracking Your VAT Reclaim | |
| ## How to track your VAT reclaim |
|
|
||
| --- | ||
|
|
||
| # Tracking Your VAT Reclaim |
There was a problem hiding this comment.
Heading hierarchy + task-based heading violation: Must use ## instead of #, and heading must be task-based.
Suggested fix:
| # Tracking Your VAT Reclaim | |
| ## How to track your VAT reclaim |
|
|
||
| # Tracking Your VAT Reclaim | ||
|
|
||
| After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax. |
There was a problem hiding this comment.
Stale brand name: "Global VaTax" should be "VAT IT" to match the updated article.
Suggested fix:
| After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax. | |
| After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in VAT IT. |
|
|
||
| # Tracking Your VAT Reclaim | ||
|
|
||
| After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax. |
There was a problem hiding this comment.
Stale brand name: "Global VaTax" should be "VAT IT" to match the updated article.
Suggested fix:
| After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax. | |
| After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in VAT IT. |
| --- | ||
|
|
||
|
|
||
| The Expensify-VAT IT integration helps businesses reclaim Value Added Tax (VAT) on international expenses. If your company is based in the U.S. but conducts business abroad, you can track expenses in [Expensify](https://use.expensify.com/expense-management) and sync them with VAT IT to simplify VAT recovery. |
There was a problem hiding this comment.
Cross-linking violation: Per HELP_AUTHORING_GUIDELINES.md Section 7, use relative links only -- do not use full URLs. The links to https://use.expensify.com/expense-management and the Investopedia URL on line 10 should either be converted to relative links (if internal) or removed/simplified if external.
Note: The Investopedia link on line 10 is an external educational reference, which may be acceptable, but the use.expensify.com link should use a relative path if it points to an internal Expensify resource.
| --- | ||
|
|
||
|
|
||
| The Expensify-VAT IT integration helps businesses reclaim Value Added Tax (VAT) on international expenses. If your company is based in the U.S. but conducts business abroad, you can track expenses in [Expensify](https://use.expensify.com/expense-management) and sync them with VAT IT to simplify VAT recovery. |
There was a problem hiding this comment.
Cross-linking violation: Per HELP_AUTHORING_GUIDELINES.md Section 7, use relative links only -- do not use full URLs. The links to https://use.expensify.com/expense-management and the Investopedia URL on line 10 should either be converted to relative links (if internal) or removed/simplified if external.
Note: The Investopedia link on line 10 is an external educational reference, which may be acceptable, but the use.expensify.com link should use a relative path if it points to an internal Expensify resource.
|
🚀 Deployed to staging by https://github.com/lschurr in version: 9.3.76-0 🚀
|
|
🚀 Deployed to production by https://github.com/roryabraham in version: 9.3.77-3 🚀
|
5 participants
Explanation of Change
Updates the Global VaTax help pages (both New Expensify and Expensify Classic) to reflect the VAT IT partnership branding. Key changes:
Fixed Issues
$ https://github.com/Expensify/Expensify/issues/636286
Tests
// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review"
// Please describe what tests you performed that validates your changed worked.
Offline tests
N/A — docs-only change
QA Steps
// TODO: The human co-author must fill out the QA tests you ran before marking this PR as "ready for review".
// Please describe what QA needs to do to validate your changes and what areas do they need to test for regressions.
PR Author Checklist
### Fixed Issuessection aboveTestssectionOffline stepssectionQA stepssectiontoggleReportand notonIconClick)src/languages/*files and using the translation methodSTYLE.md) were followedAvatar, I verified the components usingAvatarare working as expected)StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))npm run compress-svg)Avataris modified, I verified thatAvataris working as expected in all cases)Designlabel and/or tagged@Expensify/designso the design team can review the changes.ScrollViewcomponent to make it scrollable when more elements are added to the page.mainbranch was merged into this PR after a review, I tested again and verified the outcome was still expected according to theTeststeps.Screenshots/Videos
Android: Native
N/A — docs-only change
Android: mWeb Chrome
N/A — docs-only change
iOS: Native
N/A — docs-only change
iOS: mWeb Safari
N/A — docs-only change
MacOS: Chrome / Safari
N/A — docs-only change