[Due for payment 2025-04-16] [Due for payment 2025-04-07] Set "Delayed submission" to "Manually" by default on new Workspaces

[MitchExpensify]

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Version Number: v9.0.93-3
Issue reported by: @MitchExpensify
Slack conversation (hyperlinked to channel name): Internal https://expensify.slack.com/archives/C07HPDRELLD/p1738628148608039

Problem:

Data shows that the majority of our paying customers actively use workspace features that are disabled by default in New Expensify. For example, over 70% of Collect workspaces have Scheduled Submit set to Manual or Off but "Delayed submission" is disabled by default in New Expensify workspaces. This misalignment adds unnecessary friction to the onboarding process and risks undermining customer satisfaction by not meeting their expectations more directly in the window shopping phase, thus risking conversion.

Solution

Set "Delayed submission" to Manually by default on new Workspaces likely to have more than one member:

1. when your introSelected value is empty
2. your introSelected value is newDotManageTeam (“Manage my team’s expenses) or newDotLookingAround (“Something else”).
3. If we create a workspace via the Submit > “Pay with business bank account” flow (convertIOUToExpenseReport) regardless of the introSelected onboarding intent.

Action Performed:

Situation 1: introSelected value is newDotManageTeam

1. Sign up as a new user
2. Choose "Manage my team's expenses" (This create a new Workspace)
3. Open workspace settings
4. Open the Workflow tab

Situation 2: introSelected value is empty

1. Sign up as a new user
2. Dismiss the onboarding modal
3. Create a workspace
4. Open workspace settings
5. Open the Workflow tab

Situation 3: Bottom Up

1. As account A, send an expense to account B (Brand new account with no workspaces)
2. As Account B go to pay the expense with a business bank account

Expected Result (New Feature):

See the "Delayed submission" feature enabled and set to "Manually in the "Workflows" tab

Actual Result:

"Delayed submission" feature is disabled in the "Workflows" tab

Workaround:

Edit the setting manually

Platforms:

Which of our officially supported platforms is this issue occurring on?

• Android: Standalone
• Android: HybridApp
• Android: mWeb Chrome
• iOS: Standalone
• iOS: HybridApp
• iOS: mWeb Safari
• MacOS: Chrome / Safari
• MacOS: Desktop

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Issue Owner

Current Issue Owner: @NicMendonca

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @abdulrahuman5196 (External)

[melvin-bot]

Triggered auto assignment to @NicMendonca (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO.

[melvin-bot]

⚠️ It looks like this issue is labelled as a New Feature but not tied to any GitHub Project. Keep in mind that all new features should be tied to GitHub Projects in order to properly track external CAP software time ⚠️

[melvin-bot]

Triggered auto assignment to Design team member for new feature review - @dubielzyk-expensify (NewFeature)

[MitchExpensify]

I don't think this change requires design because its using 100% existing components