[Due for payment 2026-03-06] [$500] Update create expense confirmation page to more clearly indicate automation

[puneetlath]

Problem:

When a workspace's rules require categories and a user SmartScans a receipt on NewDot, if the confirmation screen shows Category as Required and empty, then users often assume they need to enter a category manually on that screen before proceeding.

NewDot:

Classic:

Solution:

Similar to what we do on Classic, more clearly indicate the fields that will be automatically filled in by SmartScan/Concierge. This will make SmartScanning on NewDot feel less cumbersome by removing an unnecessary manual step.

The specific changes are:

1. Move any non-required fields other than description below "show more"
2. Replace the Required label with Automatic for anything that will be filled automatically
3. Add the "Concierge will automatically enter the expense details for you, or you can add them manually." explainer text below the receipt image

Slack discussion: https://expensify.slack.com/archives/C07NMDKEFMH/p1758657189875859

cc @Expensify/design cc @Expensify/product-pr

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021973394379009311476
• Upwork Job ID: 1973394379009311476
• Last Price Increase: 2025-12-22
• Automatic offers:
• mkzie2 | Contributor | 109000302

Issue Owner

Current Issue Owner: @

Issue Owner

Current Issue Owner: @

Issue Owner

Current Issue Owner: @CortneyOfstad

[melvin-bot]

Triggered auto assignment to @CortneyOfstad (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. Remember to draft any necessary HelpDot updates by following the instructions here.

[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)

[samranahm]

Proposal

Please re-state the problem that we are trying to solve in this issue.

Update create expense confirmation page to more clearly indicate automation

What is the root cause of that problem?

new feat

What changes do you think we should make in order to solve the problem?

In IOURequestStepConfirmation we can check for smart scan and add Automatic along with icon as mention is OP

We can add all the fields in Confirm details page that take the info from Scanned receipt including "Amount", "Merchant", "Date", and "Categories" with text Automatic

What specific scenarios should we cover in automated tests to prevent reintroducing this issue in the future?

N/A

What alternative solutions did you explore? (Optional)

Reminder: Please use plain English, be brief and avoid jargon. Feel free to use images, charts or pseudo-code if necessary. Do not post large multi-line diffs or write walls of text. Do not create PRs unless you have been hired for this job.

[dubielzyk-expensify]

Don't think the sparkles icon is in App repo so here it is:

sparkles.svg.zip

cc @Expensify/design for visibility

[shawnborton]

Nice, excited for this one!