From 231befd5b9d7fc53e3bd457eb4bceca7681d119b Mon Sep 17 00:00:00 2001 From: "Nabi (via MelvinBot)" Date: Wed, 2 Sep 2026 21:28:56 +0000 Subject: [PATCH] Docs: document Book travel as a Search action Co-authored-by: Nabi --- .../Navigating-New-Expensify.md | 26 +++++++++++++++++-- .../Arrange-Travel-for-Another-User.md | 2 ++ .../travel/booking-travel/Book-Rail-Travel.md | 2 ++ .../booking-travel/Book-Travel-for-a-Guest.md | 2 ++ .../travel/booking-travel/Book-a-Flight.md | 2 ++ .../travel/booking-travel/Book-a-Hotel.md | 2 ++ .../booking-travel/Book-a-Rental-Car.md | 2 ++ 7 files changed, 36 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md b/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md index e6ba6267762c..b0de997ac4fd 100644 --- a/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md +++ b/docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md @@ -1,8 +1,8 @@ --- title: Navigating New Expensify description: Learn how to move around New Expensify using the navigation tabs and Search, including Home, Inbox, Spend, Workspaces, and Account on web and mobile. -keywords: [New Expensify, navigation tabs, navigation, Home tab, Inbox tab, Inbox filters, Inbox tabs, All tab, Unread tab, To-dos, Spend tab, Workspaces tab, Account tab, Scan button, Create button, workspace filter, Search, go to, jump to destination] -internalScope: Audience is all Expensify members. Covers how to navigate Expensify using the navigation tabs, the primary action buttons, and Search navigation suggestions. Does not explain the detailed behavior of the Home tab sections. +keywords: [New Expensify, navigation tabs, navigation, Home tab, Inbox tab, Inbox filters, Inbox tabs, All tab, Unread tab, To-dos, Spend tab, Workspaces tab, Account tab, Scan button, Create button, workspace filter, Search, go to, jump to destination, start an action from Search, Book travel from Search, book travel] +internalScope: Audience is all Expensify members. Covers how to navigate Expensify using the navigation tabs, the primary action buttons, and Search navigation suggestions, including starting actions such as Book travel from Search. Does not explain the detailed behavior of the Home tab sections or how to complete a travel booking. --- # Navigating New Expensify @@ -208,6 +208,20 @@ You can also use keyboard shortcuts on web to jump directly to specific items: --- +## How to start an action using Search + +You can start common actions from **Search** instead of using the **➕ Create** button. + +1. Select **Search** (the magnifying glass icon). +2. Type the name of the action you want to start, such as **Create expense**, **Create report**, **Track distance**, **Start chat**, or **Book travel**. You can also type **go** or **go to** before the name, such as **go to book travel**. +3. Select the action to start it. + +Only the actions available to you appear. **Book travel** appears only when Expensify Travel is enabled on your active workspace, and it opens the same booking tool as the **Book travel** option in the **➕ Create** button. + +Learn how to [enable Expensify Travel on a workspace](/articles/travel/company-setup/Enable-Travel-on-a-Workspace). + +--- + # FAQ ## Where are navigation tabs located in Expensify? @@ -218,6 +232,14 @@ On web, navigation tabs appear on the left. On mobile, navigation tabs appear on Yes. Select **Search** (the magnifying glass icon), then type the name of a top-level destination: **Home**, **Inbox**, **Spend**, **Workspaces**, or **Account**. Select the **Go to [destination]** result to open it. You can also type **go** or **go to** before the name. +## Can I book travel from Search? + +Yes. Select **Search** (the magnifying glass icon), type **Book travel**, then select the **Book travel** result. This opens the same booking tool as the **Book travel** option in the **➕ Create** button. + +## Why don’t I see Book travel in Search? + +**Book travel** appears only when Expensify Travel is enabled on your active workspace. If a different workspace has Expensify Travel enabled, make that workspace active and search again. If no workspace has it enabled, ask a Workspace Admin to [enable Expensify Travel on a workspace](/articles/travel/company-setup/Enable-Travel-on-a-Workspace). + ## Where do I manage workspace settings? Open the **Workspaces** tab from the navigation tabs. diff --git a/docs/articles/travel/booking-travel/Arrange-Travel-for-Another-User.md b/docs/articles/travel/booking-travel/Arrange-Travel-for-Another-User.md index d8ea2244fe57..8ce3b9aac574 100644 --- a/docs/articles/travel/booking-travel/Arrange-Travel-for-Another-User.md +++ b/docs/articles/travel/booking-travel/Arrange-Travel-for-Another-User.md @@ -13,6 +13,8 @@ After you're assigned the Travel Arranger role, you can arrange travel for anoth Tap the **➕ Create** button at the bottom of your screen, then choose **Book travel**. +You can also select **Search** (the magnifying glass icon), type **Book travel**, then select the **Book travel** result. **Book travel** appears in both places only when Expensify Travel is enabled on your active workspace. + If you don’t see **Book travel**, ask a Workspace Admin to [enable Expensify Travel](https://help.expensify.com/articles/travel/company-setup/Enable-Travel-on-a-Workspace) on the workspace. --- diff --git a/docs/articles/travel/booking-travel/Book-Rail-Travel.md b/docs/articles/travel/booking-travel/Book-Rail-Travel.md index 711d54c0b471..d3c46cf16ca7 100644 --- a/docs/articles/travel/booking-travel/Book-Rail-Travel.md +++ b/docs/articles/travel/booking-travel/Book-Rail-Travel.md @@ -12,6 +12,8 @@ Book train tickets directly in Expensify Travel. This guide covers how to search Tap the **➕ Create** button at the bottom of your screen, then choose **Book travel**. +You can also select **Search** (the magnifying glass icon), type **Book travel**, then select the **Book travel** result. **Book travel** appears in both places only when Expensify Travel is enabled on your active workspace. + If you don’t see **Book travel**, ask a Workspace Admin to [enable Expensify Travel](https://help.expensify.com/articles/travel/company-setup/Enable-Travel-on-a-Workspace) on the workspace. # How to book rail travel diff --git a/docs/articles/travel/booking-travel/Book-Travel-for-a-Guest.md b/docs/articles/travel/booking-travel/Book-Travel-for-a-Guest.md index 858cc8fd6c27..a0b3d74caf3b 100644 --- a/docs/articles/travel/booking-travel/Book-Travel-for-a-Guest.md +++ b/docs/articles/travel/booking-travel/Book-Travel-for-a-Guest.md @@ -13,6 +13,8 @@ Any member with guest booking permission can book travel for someone who doesn Tap the **➕ Create** button at the bottom of your screen, then choose **Book travel**. +You can also select **Search** (the magnifying glass icon), type **Book travel**, then select the **Book travel** result. **Book travel** appears in both places only when Expensify Travel is enabled on your active workspace. + If you don’t see **Book travel**, ask a Workspace Admin to [enable Expensify Travel](https://help.expensify.com/articles/travel/company-setup/Enable-Travel-on-a-Workspace) on the workspace. --- diff --git a/docs/articles/travel/booking-travel/Book-a-Flight.md b/docs/articles/travel/booking-travel/Book-a-Flight.md index b8a965991c2c..027d856aa046 100644 --- a/docs/articles/travel/booking-travel/Book-a-Flight.md +++ b/docs/articles/travel/booking-travel/Book-a-Flight.md @@ -13,6 +13,8 @@ Book flights easily with Expensify Travel. This guide walks you through finding Tap the **➕ Create** button at the bottom of your screen, then choose **Book travel**. +You can also select **Search** (the magnifying glass icon), type **Book travel**, then select the **Book travel** result. **Book travel** appears in both places only when Expensify Travel is enabled on your active workspace. + If you don’t see **Book travel**, ask a Workspace Admin to [enable Expensify Travel](https://help.expensify.com/articles/travel/company-setup/Enable-Travel-on-a-Workspace) on the workspace. # How to book a flight diff --git a/docs/articles/travel/booking-travel/Book-a-Hotel.md b/docs/articles/travel/booking-travel/Book-a-Hotel.md index b3957baa9faa..b6666e1e1884 100644 --- a/docs/articles/travel/booking-travel/Book-a-Hotel.md +++ b/docs/articles/travel/booking-travel/Book-a-Hotel.md @@ -12,6 +12,8 @@ Book hotels easily with Expensify Travel. This guide covers how to search for ho Tap the **➕ Create** button at the bottom of your screen, then choose **Book travel**. +You can also select **Search** (the magnifying glass icon), type **Book travel**, then select the **Book travel** result. **Book travel** appears in both places only when Expensify Travel is enabled on your active workspace. + If you don’t see **Book travel**, ask a Workspace Admin to [enable Expensify Travel](https://help.expensify.com/articles/travel/company-setup/Enable-Travel-on-a-Workspace) on the workspace. # How to book a hotel diff --git a/docs/articles/travel/booking-travel/Book-a-Rental-Car.md b/docs/articles/travel/booking-travel/Book-a-Rental-Car.md index 944ac6bba680..f84241f502a8 100644 --- a/docs/articles/travel/booking-travel/Book-a-Rental-Car.md +++ b/docs/articles/travel/booking-travel/Book-a-Rental-Car.md @@ -12,6 +12,8 @@ Book rental cars quickly and easily through Expensify’s integrated travel port Tap the **➕ Create** button at the bottom of your screen, then choose **Book travel**. +You can also select **Search** (the magnifying glass icon), type **Book travel**, then select the **Book travel** result. **Book travel** appears in both places only when Expensify Travel is enabled on your active workspace. + If you don’t see **Book travel**, ask a Workspace Admin to [enable Expensify Travel](https://help.expensify.com/articles/travel/company-setup/Enable-Travel-on-a-Workspace) on the workspace. # How to book a rental car