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Update Book-a-Flight.md #79057
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| title: Book a Flight in New Expensify | ||
| description: Learn how to book flights using Expensify’s integrated travel tool, from trip search to payment and confirmation. | ||
| keywords: [New Expensify, book flight, travel tool, flight booking, trip room, itinerary, travel receipt] | ||
| keywords: [New Expensify, book flight, flight search, travel booking, out of policy flight, travel approval, Expensify travel, create trip, travel receipt] | ||
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| <div id="new-expensify" markdown="1"> | ||
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| Book flights easily through Expensify’s built-in travel booking tool. This guide walks you through finding flights, booking them, and accessing your travel details in New Expensify. | ||
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| # How to access the travel tool | ||
| # Where to find Travel | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. AI Readiness violation: Heading "How to access the travel tool" is vague. Use "Where to find Travel" or "Where to find Expensify Travel" for better AI discoverability and clarity. |
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| From the left-hand menu, select **Reports > Trips**. | ||
| Click the green **+** button in the bottom-left corner, then choose **Book travel**. | ||
| Tap the green ➕ **Create** button at the bottom of your screen, then choose **Book travel**. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Readability violation: Instructions describe different UI flows. "From the left-hand menu" suggests desktop, while "bottom-left corner" suggests mobile. Use consistent, platform-agnostic instructions or separate by platform clearly.
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Readability improvement: Good change simplifying to "Tap the green ➕ Create button" - this is clearer and platform-agnostic. However, ensure this matches the actual UI label exactly. |
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| If you don’t see this option, reach out to your Account Manager or Concierge to schedule a travel demo and enable the feature for your account. | ||
| If you don’t see the **Book travel** option, contact your Account Manager or Concierge to schedule a travel demo and enable the feature for your account. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Style violation: "reach out to" is overly casual. Use "contact" instead: "contact your Account Manager or Concierge". |
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| # How to book a flight | ||
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@@ -47,7 +46,7 @@ If you don’t see this option, reach out to your Account Manager or Concierge t | |
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| ## Can I book flights for someone else? | ||
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| Yes, you can book flights for others if you’re an authorized arranger or guest booking is enabled. [Learn more about booking for others](https://docs.expensify.com). | ||
| Yes, you can book flights for others if you’re an authorized arranger or guest booking is enabled. [Learn more](https://docs.expensify.com) about how guest and arranger travel works. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Readability violation: Link "Learn more about booking for others" points to generic docs.expensify.com. Either provide the specific help article URL or remove the broken link. |
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| ## Do I need to upload the flight receipt? | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Readability violation: Link text changed but still points to generic docs.expensify.com. Either provide the specific help article URL for guest and arranger travel, or remove the link entirely if the destination doesn't exist yet. |
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@@ -63,13 +62,15 @@ Yes! The receipt is SmartScanned and added to an expense report once the flight | |
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| ## Can I cancel or change my flight later? | ||
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| Flight changes and cancellations depend on the airline’s policy and your specific fare. | ||
| If changes are made through support, a $25 booking change fee applies. | ||
| You can manage bookings by going to **Reports > Trips > My Trips**. | ||
| Yes — but it depends on your fare and the airline’s policy. If changes are made through support, a $25 booking change fee applies. | ||
| To modify or cancel a booking: | ||
| 1. Tap the green ➕ **Create** button at the bottom of your screen, then choose **Book travel**. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Readability violation: Step numbering starts at 1 but instructions are incomplete. The flow described here requires clarification - where does "the window that opens" come from? This seems to be missing context about clicking "Book travel" first. |
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| 2. In the windown that opens, click the Trips tab. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Readability violation: Navigation path uses "Reports > Trips > My Trips" which may not match actual UI. Verify this path is accurate or provide clearer instructions. |
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| 3. Find your trip and click **Modify or Cancel** | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Readability violation: Typo on line 69 - "windown" should be "window". |
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. AI Readiness violation: Heading "Where can I view my travel itinerary while on the go?" could be simplified to "Where can I view my trip itinerary?" - "while on the go" is implied and adds unnecessary length. |
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| ## Where can I view my travel itinerary while on the go? | ||
| ## Where can I view my trip itinerary? | ||
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| When a traveler books a trip in Expensify Travel, a **trip itinerary** is automatically created in New Expensify. | ||
| When a traveler books a trip in Expensify Travel, a **trip itinerary** is automatically created. | ||
| To view your trip: | ||
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| 1. Open the Expensify mobile app. | ||
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AI Readiness violation: Keywords updated but still missing important navigation path. Consider adding "Travel > Book travel" or similar navigation keywords to help users and AI find this feature.