From 97e1e7a78a7400219b7980a00ee8ff971385e20c Mon Sep 17 00:00:00 2001 From: "Eugene Voloshchak (via MelvinBot)" Date: Tue, 19 May 2026 22:14:32 +0000 Subject: [PATCH] Docs: Add billing restriction note to duplicate expense and report articles Update help site articles to document the new behavior where users are prompted to add a payment card when attempting to duplicate expenses or reports on a workspace with expired billing. Co-authored-by: Eugene Voloshchak --- .../reports-and-expenses/Duplicate-a-Report.md | 6 ++++++ .../reports-and-expenses/How-to-Duplicate-an-Expense.md | 6 +++++- 2 files changed, 11 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md b/docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md index 195dabd9571a..31d8049ac4ba 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md +++ b/docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md @@ -11,6 +11,8 @@ You can create a copy of one or more existing reports and all of their non-card This is useful when you need to recreate a similar set of expenses such as recurring monthly reports. You can duplicate a single report or select multiple reports and duplicate them all at once. +**Note:** If your primary workspace has an expired billing subscription, you will be prompted to add a payment card before you can duplicate a report. + If you only need to duplicate specific expenses, [learn how to duplicate an expense](/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense). --- @@ -100,6 +102,10 @@ No. Only non-card expenses are copied. Expenses from company cards or Expensify No. Receipt images are not copied to the duplicate expenses. You will need to attach new receipts if required. +## Why am I prompted to add a payment card when duplicating a report? + +If the workspace where the duplicate report would be created has an expired billing subscription, Expensify will prompt you to add a payment card before proceeding. You must resolve the billing issue to continue with the duplication. + ## Why is the Duplicate report option not showing in the More menu? **Duplicate report** only appears on reports that you created. If you are viewing someone else's report, you will not see this option. diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense.md index ffdb7b5a68bc..db03fb001305 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense.md @@ -11,7 +11,7 @@ You can create a copy of one or more expenses using **Duplicate expense**. This This is useful when you need to create similar expenses quickly without re-entering all the details manually. You can duplicate a single expense or select multiple expenses and duplicate them all at once. -**Note:** Card expenses cannot be duplicated. Only cash, distance, and per diem expenses are eligible to be duplicated. +**Note:** Card expenses cannot be duplicated. Only cash, distance, and per diem expenses are eligible to be duplicated. If your primary workspace has an expired billing subscription, you will be prompted to add a payment card before you can duplicate an expense.