Create Attach-and-edit-receipts-on-expenses.md#72909
Conversation
Concierge reviewer checklist:
For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member? |
melvin-bot
Bot
requested review from
jliexpensify
and removed request for
a team
|
@jliexpensify 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]](https://avatars.githubusercontent.com/in/15368?s=60&v=4){kind=small}
|
|
||
| # How to Attach and Verify Receipts on Expenses | ||
|
|
||
| ## Who can attach receipts to an expense |
There was a problem hiding this comment.
Heading Level Violation: Use ## instead of ### for main section headings. This should be ## Who can attach receipts to an expense to maintain proper heading hierarchy.
|
|
||
| --- | ||
|
|
||
| ## Where to Attach Receipts for Audits and Exports |
There was a problem hiding this comment.
AI Readiness Violation: Heading is vague. Change to "Where to attach receipts for audits and accounting exports" to be more descriptive and include specific feature context.
| - Accounting exports | ||
| - PDF reports | ||
|
|
||
| Attaching receipts in the report comment thread does **not** link them to any expense and will not meet audit or export requirements. |
There was a problem hiding this comment.
AI Readiness Violation: Vague reference "them". Replace with "receipts" for clarity: "...does not link receipts to any expense..."
HelpDot Documentation ReviewOverall AssessmentThis PR introduces a comprehensive guide for attaching and editing receipts on expenses in New Expensify. The documentation is well-structured, practical, and addresses common user scenarios with clear step-by-step instructions. Scores Summary
Key FindingsStrengths:
Areas for Improvement:
RecommendationsPriority Actions:
Suggestions for Enhancement:
Files Reviewed
Note: One grammatical error identified that should be corrected before final approval. |
|
|
||
| --- | ||
|
|
||
| ## When to Use Report Comments for Supporting Documentation |
There was a problem hiding this comment.
AI Readiness Violation: Vague heading. Change to "When to use report comments for additional expense documentation" to be more descriptive and specific.
|
|
||
| --- | ||
|
|
||
| ## How to Fix a Missing or Misplaced Receipt |
There was a problem hiding this comment.
AI Readiness Violation: Vague heading. Change to "How to fix missing or misplaced expense receipts" to be more specific and descriptive.
|
|
||
| ## How to Fix a Missing or Misplaced Receipt | ||
|
|
||
| If a receipt was added to the report comments instead of the expense: |
There was a problem hiding this comment.
AI Readiness Violation: Vague reference "the report comments". Replace with "report comments" since this is the first mention in this section and needs clarity.
|
|
||
| # FAQ | ||
|
|
||
| ## Why isn’t my receipt showing on the expense? |
There was a problem hiding this comment.
AI Readiness Violation: Vague question without context. Change to "Why isn't my receipt showing on the expense in New Expensify?" to include the feature context.
| # FAQ | ||
|
|
||
| ## Why isn’t my receipt showing on the expense? | ||
| It was likely uploaded in the report comments. Receipts must be attached directly to the expense to appear properly. |
There was a problem hiding this comment.
AI Readiness Violation: Vague reference "It". Replace with "The receipt" for clarity: "The receipt was likely uploaded in the report comments."
| It was likely uploaded in the report comments. Receipts must be attached directly to the expense to appear properly. | ||
|
|
||
| ## Can I attach one receipt to multiple expenses? | ||
| No. Each expense must have its own receipt. You can upload the same file more than once if needed. |
There was a problem hiding this comment.
Readability Violation: Awkward phrasing "upload the same file more than once". Replace with "upload the same receipt file multiple times" for better clarity.
| No. Each expense must have its own receipt. You can upload the same file more than once if needed. | ||
|
|
||
| ## Can someone else upload a receipt to my expense? | ||
| Only the expense creator or a Workspace Admin can attach a receipt an expense. |
There was a problem hiding this comment.
Grammar Violation: Missing "to" in "attach a receipt an expense". Should be "attach a receipt to an expense".
| ## Will auditors see receipts added in report comments? | ||
| No. Receipts in the comments section are considered supplemental and are not included in audits, exports, or downloadable reports. | ||
|
|
||
| ## Can I attach both the card and itemized restaurant receipts? |
There was a problem hiding this comment.
AI Readiness Violation: Vague question without full context. Change to "Can I attach both the card receipt and itemized restaurant receipt to the same expense?" for better specificity.
|
@stephanieelliott do you still need a check on this? I assume not, since it's merged? |
|
🚀 Deployed to staging by https://github.com/stephanieelliott in version: 9.2.37-1 🚀
|
|
🚀 Deployed to production by https://github.com/blimpich in version: 9.2.37-8 🚀
|
3 participants
No description provided.