From b8d8039cd917a85a6e9a0d3572f4953fb9e4dece Mon Sep 17 00:00:00 2001 From: Rachael Hopkins <32854888+RachCHopkins@users.noreply.github.com> Date: Thu, 5 Jun 2025 18:02:06 +1200 Subject: [PATCH 1/2] Update Create-and-Submit-Reports.md --- .../Create-and-Submit-Reports.md | 13 ++++++++----- 1 file changed, 8 insertions(+), 5 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md b/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md index df6a83658f81..de715c6ab20f 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md +++ b/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md @@ -15,10 +15,9 @@ Follow these steps to build and submit an expense report manually. 1. Tap the green **➕ Create** button at the bottom of your screen. 2. Select **Create report**. -3. Choose the workspace for your report: - - If you're in one workspace, it will be selected automatically. - - If you're in multiple, you’ll be prompted to choose one. +3. The report will be created on your default workspace. 4. A draft report will open with the workspace’s default title. +5. Click More to change the workspace if needed. **Note:** The report will display *“This report is empty”* until expenses are added. @@ -34,10 +33,14 @@ Inside the draft report, tap **Add expense** to include expense items. **Option B:** Add existing unreported expenses: -1. Tap **Add expense** > **Add unreported expenses**. +1. Tap **Add expense** > **Add unreported expense**. 2. Select the expenses you want to include. 3. Tap **Add to report**. +**Add additional expenses:** + +Once the report includes at least one expense, the Add Expense option will be under the More menu. Tap **More** > **Add expense** to continue adding expenses + ## Step 3: Submit the report 1. Once the report includes at least one expense, the **Submit** button will appear. @@ -50,7 +53,7 @@ Inside the draft report, tap **Add expense** to include expense items. # Fix and Retract Submitted Reports -Submitted a report too early? Need to add or remove an expense? You can **retract** submitted reports using the **Undo Submit** or **Undo Close** actions. +Submitted a report too early? Need to add or remove an expense? You can **retract** submitted reports using the **More** > **Undo Submit** or **Undo Close** actions. **Retract** means returning a report from **closed** or **processing** back to the **open** state so you can edit it. From 3036f65b29063392c44b92f4ad96e75583e5113f Mon Sep 17 00:00:00 2001 From: Rachael Hopkins <32854888+RachCHopkins@users.noreply.github.com> Date: Fri, 13 Jun 2025 12:04:09 +1200 Subject: [PATCH 2/2] Update docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md Co-authored-by: Sheena Trepanier --- .../reports-and-expenses/Create-and-Submit-Reports.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md b/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md index de715c6ab20f..727cb55e0983 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md +++ b/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md @@ -17,7 +17,7 @@ Follow these steps to build and submit an expense report manually. 2. Select **Create report**. 3. The report will be created on your default workspace. 4. A draft report will open with the workspace’s default title. -5. Click More to change the workspace if needed. +5. Click **More** to change the workspace if needed. **Note:** The report will display *“This report is empty”* until expenses are added.