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[No QA] [NO QA] Docs updates for E/A#82065 Add invite member action for expense reports #88025

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[No QA] [NO QA] Docs updates for E/A#82065 Add invite member action for expense reports #88025

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7 changes: 6 additions & 1 deletion docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md
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Original file line number Diff line number Diff line change
@@ -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]
---


Expand Down Expand Up @@ -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 |

Expand All @@ -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.
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