-
Notifications
You must be signed in to change notification settings - Fork 3.9k
[No QA] Docs updates for E/A#88363 Add billing restriction note to duplicate docs #91128
New issue
Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.
By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.
Already on GitHub? Sign in to your account
Changes from all commits
File filter
Filter by extension
Conversations
Jump to
Diff view
Diff view
There are no files selected for viewing
| Original file line number | Diff line number | Diff line change |
|---|---|---|
|
|
@@ -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. | ||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Cross-linking violation (HELP_AUTHORING_GUIDELINES.md Section 7): "You must resolve the billing issue to continue" is vague and doesn't tell the user how to do that. Per the cross-linking standards, prerequisite workflows should be linked. Consider adding a link to the billing article, e.g.: "You must add a payment card to resolve the billing issue before you can 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. | ||
There was a problem hiding this comment.
Choose a reason for hiding this comment
The reason will be displayed to describe this comment to others. Learn more.
For single report duplication, the app checks the policy the duplicate will be created on:
useExpenseActionssetstargetPolicyForDuplicateto the source report policy when it is still accessible, and only falls back to the default/primary policy otherwise. In that common case an expired source workspace triggers the payment-card flow even if the primary workspace is fine, while an expired primary workspace does not block duplicating into a healthy source workspace. This note therefore points users at the wrong workspace for report duplicates.Useful? React with 👍 / 👎.