From 2817f7cefec030a6377d398a32075fe0555a86c5 Mon Sep 17 00:00:00 2001 From: "I.K. (via MelvinBot)" Date: Thu, 16 Apr 2026 03:57:44 +0000 Subject: [PATCH] Docs: Add invite member action for expense reports Document the new Invite button on expense report Members page, matching the feature added in Expensify/App#82065. Co-authored-by: I.K. --- .../reports-and-expenses/Expense-and-Report-Actions.md | 7 ++++++- 1 file changed, 6 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md b/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md index f76bd63be9bf..cfacd06a94a6 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md +++ b/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md @@ -1,7 +1,7 @@ --- title: Expense and Report Actions description: Learn how actions such as Approve, Pay, Export, and Hold behave in Expensify based on member roles and report status. -keywords: [New Expensify, report actions, approver actions, submitter actions] +keywords: [New Expensify, report actions, approver actions, submitter actions, invite member to report, add member to expense report] --- @@ -52,6 +52,7 @@ Report actions guide the submitter, approver, and payer regarding the report's s | **Print** | Any report state | All roles | Opens the report in a printable format and triggers the browser's print dialog | | **Submit** | For draft reports | Submitter, Admin (on behalf of submitter) | Kicks off report approval workflow | | **Approve** | For outstanding reports | Admin | Skips current approver | +| **Invite member** | On expense reports, via report header > **Members** | All roles | Adds a new member to the expense report so they can view and follow updates | | **View details** | Any report | All roles | Opens details view with options to share, pin, view members | | **Cancel payment** | After payment is initiated, but before the payment has been processed, or always for a manual payment | Payer | Cancels pending payment | @@ -77,6 +78,10 @@ The **Cancel payment** option is only available for in-app payments and only bef This option won't be available if the payment was made manually outside of Expensify. In that case, use **Unapprove** instead. +## How do I invite a member to an expense report? + +Open the expense report, tap the report header, select **Members**, and then tap **Invite**. Search for the person by name, email, or phone number and select them to add them to the report. + ## Why can’t I see “Bypass approvers”? Only workspace admins can bypass the prescribed approval workflow. If “Prevent Self-Approval” is enabled, an admin cannot bypass approvals to approve their own report.