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[No QA] Update Delete-Expenses.md to clarify who can take actions #71865

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[No QA] Update Delete-Expenses.md to clarify who can take actions #71865
stephanieelliott merged 1 commit into
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stephanieelliott-patch-19

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@stephanieelliott stephanieelliott commented Oct 5, 2025

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@stephanieelliott stephanieelliott self-assigned this Oct 5, 2025
@stephanieelliott stephanieelliott requested a review from a team as a code owner October 5, 2025 18:30
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melvin-bot Bot commented Oct 5, 2025 •
edited by Christinadobrzyn
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@melvin-bot melvin-bot Bot requested review from Christinadobrzyn and removed request for a team October 5, 2025 18:31
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@Christinadobrzyn Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

github-actions[bot]
github-actions Bot reviewed Oct 5, 2025
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Comment thread docs/articles/new-expensify/reports-and-expenses/Delete-Expenses.md
Company card expenses can’t be deleted if **Allow deleting transactions** is disabled for that card. If that's the case, only a Domain Admin can enable this setting—or unassign the card to remove draft expenses.
Company card expenses can’t be deleted if **Allow deleting transactions** is turned off for that card. In that case, only a Domain Admin can enable this setting—or unassign the card to remove draft expenses.

Expense actions like deleting, editing, or retracting can only be done in your own account. Even Workspace Admins can’t delete another member’s expenses. If you need to help a teammate, ask them to add you as a [Copilot](https://help.expensify.com/articles/new-expensify/settings/Copilot-Access) so you can assist from their account.

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Terminology violation: Use 'member' instead of 'teammate' to match Expensify style standards. Change 'teammate' to 'member' for consistency.

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HelpDot Documentation Review

Overall Assessment

This PR makes a focused improvement to the Delete-Expenses.md article by adding crucial clarification about account-level limitations for expense actions. The changes directly address user confusion about who can delete, edit, or retract expenses, with the addition providing valuable context about the Copilot workaround.

Scores Summary

  • Readability: 8/10 - The new content flows well and is written in clear, accessible language. The addition integrates naturally with the existing FAQ structure.
  • AI Readiness: 8/10 - Good metadata update in description, content provides clear context, though the addition could benefit from a more descriptive subheading.
  • Style Compliance: 9/10 - Excellent adherence to Expensify style guidelines with proper terminology ("Workspace Admins" vs "members"), appropriate tone, and correct link formatting.

Key Findings

  • Positive: The addition significantly improves user understanding by explaining a common point of confusion about permission limitations
  • Positive: Proper use of Expensify terminology ("Workspace Admins," "members," "teammates")
  • Positive: Well-integrated cross-reference to Copilot functionality with proper link formatting
  • Minor: The metadata description update is helpful but could be more specific about the type of account-level limitations

Recommendations

  • Consider adding a more descriptive subheading if this content grows (currently works well within existing FAQ structure)
  • The changes successfully address the user confusion mentioned in the Slack thread
  • No critical issues identified - this is a well-executed documentation improvement

Files Reviewed

  • docs/articles/new-expensify/reports-and-expenses/Delete-Expenses.md: ✅ High-quality addition with proper style compliance and clear user value

Note: This is a summary review. The changes are well-implemented and improve documentation clarity without introducing any style or structural issues.

@github-actions github-actions Bot changed the title Update Delete-Expenses.md to clarify who can take actions [No QA] Update Delete-Expenses.md to clarify who can take actions Oct 5, 2025
@OSBotify

OSBotify commented Oct 5, 2025

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A preview of your ExpensifyHelp changes have been deployed to https://c84f8404.helpdot.pages.dev ⚡️

Updated articles:

@Christinadobrzyn

Christinadobrzyn commented Oct 6, 2025

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Looks good!

@stephanieelliott stephanieelliott merged commit 332616e into main Oct 9, 2025
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@stephanieelliott stephanieelliott deleted the stephanieelliott-patch-19 branch October 9, 2025 21:49
@melvin-bot melvin-bot Bot added the Emergency label Oct 9, 2025
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melvin-bot Bot commented Oct 9, 2025

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@stephanieelliott looks like this was merged without a test passing. Please add a note explaining why this was done and remove the Emergency label if this is not an emergency.

@OSBotify OSBotify mentioned this pull request Oct 10, 2025
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OSBotify commented Oct 10, 2025

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🚀 Deployed to staging by https://github.com/stephanieelliott in version: 9.2.29-0 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

@OSBotify

OSBotify commented Oct 13, 2025

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🚀 Deployed to production by https://github.com/mountiny in version: 9.2.29-5 🚀

platform result
🖥 desktop 🖥 success ✅
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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