[New Expensify] Rename categories / simplify descriptions

[maddylewis]

Category name changes

• Bank Accounts to Bank Accounts & Payments
• Payments to Expenses
• Chat - stays the same
• Expensify Card - stays the same
• Billing & Plan Types to Workspaces
• Account Settings to Settings

Additional category changes

• Update icon from Billing & Plan Types to Workspaces icon
• Create a brand new category Getting Started (may have to hold on this until there's a resource ready to publish under this newly created category)

Description updates

Getting Started

Set up your account to optimize Expensify's features.

Bank Accounts & Payments (formerly Bank Accounts)

Send direct reimbursements, pay invoices, and receive payment.

Chat

Use Expensify's chat feature to split bills, chat with employees, and manage payments.

Expensify Card

Explore the perks and benefits of the Expensify Card.

Expenses

Learn more about expense tracking and submission.

Workspaces

Configure rules, settings, and limits for your company’s spending.

Settings

Manage profile settings and notifications.

Reconfigure homepage

Reconfigure categories so they're in the following order:

• Getting Started
• Chat
• Workspaces
• Expenses
• Bank Accounts & Payments
• Expensify Card
• Settings

[maddylewis]

Once the category names are updated, i will create a redirect link PR

Original links to update

• https://help.expensify.com/articles/new-expensify/account-settings/Preferences
• https://help.expensify.com/articles/new-expensify/account-settings/Profile
• https://help.expensify.com/articles/new-expensify/account-settings/Security
• https://help.expensify.com/articles/new-expensify/bank-accounts/Connect-a-Bank-Account
• https://help.expensify.com/articles/new-expensify/payments/Distance-Requests
• https://help.expensify.com/articles/expensify-classic/expenses/Referral-Program
• https://help.expensify.com/articles/new-expensify/payments/Request-Money

[rushatgabhane]

I'll create the Getting started hub but it won't have any articles in it

[melvin-bot]

Triggered auto assignment to @lakchote, see https://stackoverflow.com/c/expensify/questions/7972 for more details.

[maddylewis]

I'll create the Getting started hub but it won't have any articles in it

@rushatgabhane -- want to do a Coming Soon! file for that category?

[paultsimura]

This was deployed to production yesterday, the automation didn't work: #39574 (comment)

[maddylewis]

@rushatgabhane - anything left on this one? are we good to close?

[rushatgabhane]

we're good to close!

[paultsimura]

@maddylewis won't this have any c+ payment?
@lakchote did request a review and checklist from me on the PR🤔

[melvin-bot]

Triggered auto assignment to @adelekennedy (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[maddylewis]

heya @adelekennedy 👋

all that's required on this issue is sending @paultsimura payment for reviewing this PR #39574 (comment)

lmk if you have any Qs!

[adelekennedy]

@paultsimura sent you an offer on Upwork! https://www.upwork.com/nx/wm/offer/101831239

[paultsimura]

Thanks @adelekennedy, accepted ✔️