From 394654d14a6b515bbc7a0f9784811d703e8f5445 Mon Sep 17 00:00:00 2001 From: greg-schroeder Date: Wed, 4 Dec 2024 15:35:13 +0000 Subject: [PATCH 1/3] Edits to formatting and addition of guided review guide for submit report article --- .../reports/Submit-or-retract-a-report.md | 18 +++++++++++++++--- 1 file changed, 15 insertions(+), 3 deletions(-) diff --git a/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md b/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md index aa5aea545a23e..f95dba827aa81 100644 --- a/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md +++ b/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md @@ -4,7 +4,7 @@ description: Submit a report for reimbursement or retract a submitted report to ---
-Once your report is ready to send, you can submit your expenses for approval. Depending on your workspace settings, your reports may be automatically submitted for you, or you may have to manually submit them. +Once your report is ready to send, you can submit your expenses for approval. {% include info.html %} Depending on your workspace settings, your reports may be automatically submitted or approved. In this case, you will not need to manually submit your reports. @@ -41,10 +41,24 @@ Depending on your workspace settings, your reports may be automatically submitte {% include end-selector.html %} +# Submit a report via guided review (Desktop Only) + +{% include info.html %} +1. Click the **Reports** tab on the Expensify website. +2. Click a report to open it. +3. Click the **Review** button at top of the report. +4. Follow guided review to check each expense. If the expense looks ready to submit, click **Submit**. +5. Once you've clicked Submit on all expenses on the report, the report will be submitted. +{% include end-info.html %} + # Retract a report You can retract a submitted report to edit the reported expenses and re-submit the report. +{% include info.html %} +**Note:** Workspaces with Instant Submit set as the Scheduled Submit frequency won’t have the option to Retract entire reports, only individual expenses. +{% include end-info.html %} + {% include selector.html values="desktop, mobile" %} {% include option.html value="desktop" %} @@ -60,8 +74,6 @@ You can retract a submitted report to edit the reported expenses and re-submit t 4. Tap **Retract** at the top of the report. {% include end-option.html %} -**Note:** Workspaces with Instant Submit set as the Scheduled Submit frequency won’t have the option to Retract entire reports, only individual expenses. - {% include end-selector.html %}
From 1246947a55ad96e166b18c59618e8dc085f70293 Mon Sep 17 00:00:00 2001 From: greg-schroeder Date: Wed, 4 Dec 2024 15:41:09 +0000 Subject: [PATCH 2/3] Change info section to matching selector --- .../expensify-classic/reports/Submit-or-retract-a-report.md | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md b/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md index f95dba827aa81..1e5567c253550 100644 --- a/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md +++ b/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md @@ -43,13 +43,15 @@ Depending on your workspace settings, your reports may be automatically submitte # Submit a report via guided review (Desktop Only) -{% include info.html %} +{% include selector.html values="desktop" %} + +{% include option.html value="desktop" %} 1. Click the **Reports** tab on the Expensify website. 2. Click a report to open it. 3. Click the **Review** button at top of the report. 4. Follow guided review to check each expense. If the expense looks ready to submit, click **Submit**. 5. Once you've clicked Submit on all expenses on the report, the report will be submitted. -{% include end-info.html %} +{% include end-option.html %} # Retract a report From 641e2ebeb26b52020860edce2a220f4cc7f3066a Mon Sep 17 00:00:00 2001 From: greg-schroeder Date: Wed, 4 Dec 2024 15:47:02 +0000 Subject: [PATCH 3/3] Forgot to close the selector --- .../expensify-classic/reports/Submit-or-retract-a-report.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md b/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md index 1e5567c253550..be631da512cec 100644 --- a/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md +++ b/docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md @@ -53,6 +53,8 @@ Depending on your workspace settings, your reports may be automatically submitte 5. Once you've clicked Submit on all expenses on the report, the report will be submitted. {% include end-option.html %} +{% include end-selector.html %} + # Retract a report You can retract a submitted report to edit the reported expenses and re-submit the report.