From 54989094e1ca30c7c7c50051dd32c936ef95d734 Mon Sep 17 00:00:00 2001 From: Matt Moore <46995600+muttmuure@users.noreply.github.com> Date: Mon, 17 Nov 2025 14:39:49 +0100 Subject: [PATCH 1/2] Add guidance for reporting IOUs in company workspace Added instructions for reporting expenses from an IOU in the company workspace. --- .../Understanding-Report-Statuses-and-Actions.md | 3 +++ 1 file changed, 3 insertions(+) diff --git a/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md b/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md index 25403842e6d7..0ba8dadf6df1 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md +++ b/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md @@ -116,3 +116,6 @@ Yes—if the report is a **Draft** or is **Processing**. **Closed** or **Paid** ## Can I view report details? Yes. Tap the report title or select **View Details** from the **More** menu. +## An employee sent an IOU before I created our company workspace. How do we report their expenses on the workspace instead? +Ask the employee to move their IOU to the company workspace by selecting **More** > **Change Workspace** + From ae71b47a68a3382a6e0e156acdd4ae5cde5c0834 Mon Sep 17 00:00:00 2001 From: Matt Moore <46995600+muttmuure@users.noreply.github.com> Date: Mon, 17 Nov 2025 14:48:45 +0100 Subject: [PATCH 2/2] Update IOU reporting instructions for clarity Clarified instructions for moving IOUs to company workspace. --- .../Understanding-Report-Statuses-and-Actions.md | 5 ++--- 1 file changed, 2 insertions(+), 3 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md b/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md index 0ba8dadf6df1..6208f6ebd8f2 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md +++ b/docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md @@ -116,6 +116,5 @@ Yes—if the report is a **Draft** or is **Processing**. **Closed** or **Paid** ## Can I view report details? Yes. Tap the report title or select **View Details** from the **More** menu. -## An employee sent an IOU before I created our company workspace. How do we report their expenses on the workspace instead? -Ask the employee to move their IOU to the company workspace by selecting **More** > **Change Workspace** - +## An employee sent an IOU before our company had a company workspace. How do we report their expenses on the workspace instead? +The employee can move their IOU to the company workspace by selecting **More** > **Change Workspace**. This will convert the IOU into a regular expense report on the selected workspace.