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[No QA] Docs updates for E/A#88363 Add billing restriction note to duplicate docs#91128

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[No QA] Docs updates for E/A#88363 Add billing restriction note to duplicate docs#91128
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docs-billing-guard-duplicate-expense

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Summary

  • Updates the How to Duplicate an Expense help article to note that users with an expired billing subscription on their primary workspace will be prompted to add a payment card before duplicating
  • Updates the Duplicate a Report help article with the same billing restriction note
  • Adds a new FAQ entry to both articles explaining the payment card prompt

These changes document the new billing restriction guard added to duplicate expense/report handlers in #88363.

Test plan

  • Verify the updated articles render correctly on the help site
  • Confirm the new FAQ entries are clear and match the actual UI behavior

…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>
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label May 19, 2026
@github-actions github-actions Bot changed the title Docs updates for E/A#88363 Add billing restriction note to duplicate docs [No QA] Docs updates for E/A#88363 Add billing restriction note to duplicate docs May 19, 2026
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@stephanieelliott stephanieelliott self-assigned this May 22, 2026
@stephanieelliott stephanieelliott marked this pull request as ready for review May 27, 2026 04:44
@stephanieelliott stephanieelliott self-requested a review as a code owner May 27, 2026 04:44
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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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Reviewed commit: 97e1e7a78a

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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.

**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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P2 Badge 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.

Useful? React with 👍 / 👎.

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HelpDot Documentation Review

Overall Assessment

This 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

  • Readability: 9/10 - The added content is clear, concise, and scannable. The Note paragraphs integrate naturally into the existing article flow. The FAQ answers are direct and actionable. One minor observation: the Note line appended in How-to-Duplicate-an-Expense.md creates a longer combined sentence that could benefit from being its own paragraph for scannability, but this is a minor preference.
  • AI Readiness: 9/10 - The new FAQ headings use question-word format ("Why am I prompted to..."), which aligns with the task-based heading requirement. The headings include the feature name context ("duplicating a report" / "duplicating an expense") and contain realistic search phrases a user would type. No metadata (keywords, internalScope) updates were made to reflect the new billing-related content, which is a minor missed opportunity for retrieval optimization but not a strict violation since the core workflow has not changed.
  • Style Compliance: 10/10 - UI terminology is used correctly throughout. "Payment card" and "billing subscription" are referenced consistently. No prohibited language patterns are present. The FAQ headings follow the required question-word format. No heading depth violations (all additions use ## under # FAQ, as required).

Key Findings

  • The FAQ question headings ("Why am I prompted to add a payment card when duplicating a report/expense?") correctly start with a question word and are feature-specific, satisfying Section 2 of the authoring guidelines.
  • Both files receive parallel changes, maintaining consistency across related documentation -- this is a positive pattern.
  • The Note additions are factual, deterministic, and avoid vague language, in compliance with the Deterministic Writing Rule.
  • No cross-links were added or needed for these changes; the billing resolution action ("You must resolve the billing issue") could optionally link to a billing/payment card article if one exists, but this is not a requirement.
  • No structural violations: no ### headings, no generic headings, no prohibited navigation phrases.

Recommendations

  • Consider updating YAML keywords: Adding terms like "payment card", "billing subscription", or "expired subscription" to the keywords metadata in both files would improve search retrieval for users encountering this specific scenario.
  • Consider splitting the combined Note in How-to-Duplicate-an-Expense.md: The existing Note now contains two distinct pieces of information (card expense limitation and billing subscription prompt). Separating them into two Note paragraphs would improve scannability.
  • Optional cross-link: If a standalone article exists for managing billing subscriptions or adding payment cards, a brief cross-link from the FAQ answer would help users resolve the billing issue without leaving them to search independently.

Files Reviewed

  • docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md - Clean additions. New Note paragraph and FAQ entry are well-structured and compliant.
  • docs/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense.md - Clean additions. Extended Note line and FAQ entry are compliant, with a minor scannability suggestion for the combined Note.


## Why am I prompted to add a payment card when duplicating a report?

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."

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