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How are workspaces related to reports?
Expenses are tied to reports, and reports are tied to workspaces. Workspaces inform which coding options are available for all reports and expenses submitted.
Why can't I access the Pebl Expensify Workspace?
Pebl operates completely within the modern New Expensify framework. Navigate directly to https://new.expensify.com/. Your assigned Pebl workspaces are located under your active workspace directory panel, accessible by clicking your Profile Avatar > Workspaces.
Why can't a supported employee see the Pebl workspace in Expensify?
Ensure the employee logged in using the exact corporate email address assigned to their Pebl account profile. If they inadvertently submitted an expense thread to a personal or alternate company workspace, they can open the transaction details, click the workspace field, and update it to the proper Pebl workspace directly within the chat window.
A supported employee needs to switch from a customer's workspace to the Pebl workspace. How can this be done?
In New Expensify, switching contexts is frictionless. Employees select their active workspace directly from the left-hand navigation pane or chat group categories. If a customer policy forces structural locking on an employee's machine, their corporate IT department must release default workspace constraints within their local security profile to allow cross-workspace assignment.
A supported employee submitted a report under the incorrect workspace. How can the workspace of an existing report be changed?
Supported employees should always submit expense reports for reimbursement under the Pebl workspace in Expensify.
Expenses can be reallocated instantly before final approval. Open the transaction pane within the report chat thread, click the Workspace selection line item, choose the compliant Pebl workspace folder, and save. Note that finalized, approved, or paid items cannot be altered retroactively.
I need a copy of the expense policy of my supported employee's country of hire.
Country-specific expense compliance criteria are accessible directly within the Documents panel of the employee's Global Work Platform dashboard.
To view the documents section of your profile and download a document, please follow the steps outlined in the How to Download Documents from the Global Work Platform article.
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