[Due for payment 2026-04-02] [$250] [CFI] Add submission confirmation when the report contains RTER violations

[brianlee-expensify]

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Expensify/Expensify Issue URL: https://github.com/Expensify/Expensify/issues/601716
Issue reported by: @brianlee-expensify
Slack conversation (hyperlinked to channel name): #migrate 1, #migrate 2.

Action Performed:

Manual case:

1. Assign a company card to a cardholder
2. As the cardholder create a cash expense but don't click "mark as cash".
3. Go to the report
4. Click submit

Automatic case:

1. Enable Daily submission on the workspace
2. Assign a company card to a cardholder
3. As the cardholder, add a card expense to a report
4. As the cardholder, add a cash expense to a report but don't click "mark as cash".
5. Wait for harvesting to run to move the cash expense subject to a 7-day RTER hold to a new open report upon auto-submission

Expected Result:

These are improvements/new features.

Manual case
Let's add a confirmation alert modal on clicking Submit such that the submitter acknowledges submitting a report that contains cash expenses that are still subject to the RTER 7-day hold pending a match with a card transaction.

Submit report
Some expenses are awaiting a match with a credit card transaction. Do you want to mark them as cash?
[Yes] <-— green button
[No] <-— grey button

• If they click Yes. 1) "mark as cash" the applicable expense(s) and 2) proceed to submit the report.
• If they click No. 1) Don't mark the expense(s) as cash and 2) proceed to submit the report.

Automatic case
Let's improve the system message added to explain why the cash expense was moved to another report when held back by harvesting.

Concierge 12:42pm
moved this expense from %reportName% pending a match with a credit card transaction.

Actual Result:

Manual case: There is no prompt which increases the likelihood of submitting receipts pending a match for reimbursement unknownigly.

Automatic case: The system message lacks clarity over why an expense was moved in this case, which leads to confusion and blaming "AI" of performing actions intentionally.

Workaround:

N/A

Platforms:

Select the officially supported platforms where the issue was reproduced:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari

Screenshots/Videos

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Issue Owner

Current Issue Owner: @mallenexpensify

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~022031024167712450555
• Upwork Job ID: 2031024167712450555
• Last Price Increase: 2026-03-09

[melvin-bot]

Triggered auto assignment to @garrettmknight (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO. Remember to draft any necessary HelpDot updates by following the instructions here.