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Docs updates for E/A#85194 Add partial approval from Reports page #89640

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stephanieelliott merged 1 commit into from
May 6, 2026
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Docs updates for E/A#85194 Add partial approval from Reports page #89640

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15 changes: 15 additions & 0 deletions docs/articles/new-expensify/reports-and-expenses/Approve-Expenses.md
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Expand Up @@ -42,6 +42,17 @@ To review and approve a report submitted to you for approval:

---

## How to approve a report that contains held expenses

If a report contains one or more held expenses, clicking **Approve** (from within the report or from the **Reports** page) displays a confirmation modal with two options:

- **Approve only [non-held amount]**: Approves only the compliant (non-held) expenses. The held expenses are moved to a separate report so they can be reviewed independently.

@github-actions github-actions Bot May 6, 2026

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Readability / style: The word "compliant" is internal jargon that may not be clear to end users. Consider replacing "compliant (non-held)" with just "non-held" since the parenthetical already clarifies the meaning, or use plain language like "remaining" or "non-held".

Suggestion:

- **Approve only [non-held amount]**: Approves only the non-held expenses. The held expenses are moved to a separate report so they can be reviewed independently.

- **Approve [full amount]**: Approves the entire report, including all held expenses.

If every expense on the report is held, only the **Approve [full amount]** option is available.

---

## How to add an approver to a report

1. From the Report, choose **More**.
Expand Down Expand Up @@ -157,3 +168,7 @@ Expense reports group multiple expenses into one batch for review or payment. Dr
## What happens after I approve a report?

The report moves to the next approver in the workflow. If you are the final approver, the report becomes **Approved** and is ready for payment.

## What happens to held expenses when I partially approve a report?

When you choose **Approve only**, the held expenses are moved to a new separate report. The non-held expenses are approved on the original report. You can then review and approve the held expenses independently once they are ready.

@github-actions github-actions Bot May 6, 2026

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Naming and style: Per naming conventions, use "Click" or "Select" for UI button interactions instead of "choose."

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When you choose **Approve only**, the held expenses are moved to a new separate report. The non-held expenses are approved on the original report. You can then review and approve the held expenses independently once they are ready.
When you click **Approve only**, the held expenses are moved to a new separate report. The non-held expenses are approved on the original report. You can then review and approve the held expenses independently once they are ready.

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