[No QA] Docs updates for E/A#88363 Add billing restriction note to duplicate docs#91128
[No QA] Docs updates for E/A#88363 Add billing restriction note to duplicate docs#91128MelvinBot wants to merge 1 commit into
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…ticles Update help site articles to document the new behavior where users are prompted to add a payment card when attempting to duplicate expenses or reports on a workspace with expired billing. Co-authored-by: Eugene Voloshchak <eVoloshchak@users.noreply.github.com>
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A preview of your ExpensifyHelp changes have been deployed to https://30384835.helpdot.pages.dev ⚡️ Updated articles: |
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I think this is not needed - the note is self-explanatory and the scenario is edge case, likely to do more harm than good in terms of retrieval |
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| This is useful when you need to recreate a similar set of expenses such as recurring monthly reports. You can duplicate a single report or select multiple reports and duplicate them all at once. | ||
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| **Note:** If your primary workspace has an expired billing subscription, you will be prompted to add a payment card before you can duplicate a report. |
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Correct the workspace named in the report billing note
For single report duplication, the app checks the policy the duplicate will be created on: useExpenseActions sets targetPolicyForDuplicate to the source report policy when it is still accessible, and only falls back to the default/primary policy otherwise. In that common case an expired source workspace triggers the payment-card flow even if the primary workspace is fine, while an expired primary workspace does not block duplicating into a healthy source workspace. This note therefore points users at the wrong workspace for report duplicates.
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HelpDot Documentation ReviewOverall AssessmentThis PR adds billing-related notes and FAQ entries to two existing duplicate-workflow articles (Duplicate-a-Report.md and How-to-Duplicate-an-Expense.md). The changes are small, consistent across both files, and correctly inform users about the expired billing subscription prompt. The additions are well-written and follow governance conventions with no significant violations. Scores Summary
Key Findings
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| ## Why am I prompted to add a payment card when duplicating a report? | ||
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| If the workspace where the duplicate report would be created has an expired billing subscription, Expensify will prompt you to add a payment card before proceeding. You must resolve the billing issue to continue with the duplication. |
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Cross-linking violation (HELP_AUTHORING_GUIDELINES.md Section 7): "You must resolve the billing issue to continue" is vague and doesn't tell the user how to do that. Per the cross-linking standards, prerequisite workflows should be linked. Consider adding a link to the billing article, e.g.:
"You must add a payment card to resolve the billing issue before you can continue with the duplication."
Summary
These changes document the new billing restriction guard added to duplicate expense/report handlers in #88363.
Test plan