From 013e2cfaa83d8c0c9b048f7291b6ece1c3a5eca5 Mon Sep 17 00:00:00 2001 From: "Mohammad Jafarinejad (via MelvinBot)" Date: Fri, 15 May 2026 17:32:53 +0000 Subject: [PATCH] Docs: Add tag to inline editing fields and document inline editing in Edit Expenses Update help site articles to reflect inline table editing changes from E/A#89166: - Add tag to the list of inline-editable fields on the Spend page article - Add inline editing tip to the Edit Expenses article - Add inline editing keywords to Edit Expenses metadata Co-authored-by: Mohammad Jafarinejad --- .../new-expensify/reports-and-expenses/Edit-Expenses.md | 4 +++- .../Getting-Started-with-the-Spend-Page.md | 2 +- 2 files changed, 4 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md index 7c277c6cb218..38e829390c3f 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md @@ -1,7 +1,7 @@ --- title: Edit Expenses description: Learn how to edit individual expenses, and edit multiple expenses at once. -keywords: [bulk edit expenses, edit multiple expenses Expensify, update expenses in bulk, modify multiple expenses] +keywords: [bulk edit expenses, edit multiple expenses Expensify, update expenses in bulk, modify multiple expenses, inline editing, edit expense inline] internalScope: Audience is all members. Covers editing expenses individually and in bulk editing multiple expenses at once. Does not cover creating, submitting or reopening reports. --- @@ -27,6 +27,8 @@ Expenses on Approved reports must be unapproved before they can be edited. Expen 4. Make your update. 5. Click **Save**. +**Tip (desktop only):** You can also edit an expense directly from the table without opening it. Click a **date**, **merchant**, **description**, **category**, **tag**, or **amount** cell to edit the value inline. Click outside the cell or press Enter to save. + --- ## How to edit multiple expenses at once diff --git a/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md b/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md index 61c6e6e9885c..062fae714f9e 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md +++ b/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md @@ -49,7 +49,7 @@ Each row represents an expense and includes: ## Available Actions on the Table - **Click an expense** to view or edit it in the right-hand panel -- **Edit a cell directly (desktop only):** Click a **date**, **merchant**, **description**, **category**, or **amount** cell to edit the value inline without opening the expense details. Click outside the cell or press Enter to save. +- **Edit a cell directly (desktop only):** Click a **date**, **merchant**, **description**, **category**, **tag**, or **amount** cell to edit the value inline without opening the expense details. Click outside the cell or press Enter to save. - **Select multiple expenses** using checkboxes, then apply bulk actions such as: - **Move to another report:** When you need to have multiple reports or need to break up expenses across multiple weeks or months. - **Download:** For exporting to a CSV file for analysis or to share with your accountant.