[No QA] Update Workspace-Rules.md for itemized receipts required

[stephanieelliott]

Product change issue: https://github.com/Expensify/Expensify/issues/547720
Design image request: https://github.com/Expensify/Expensify/issues/597958

@heyjennahay this is waiting on an image from Design but wanna review it for accuracy in the meantime?

[github-actions]

AI Readiness violation: Heading should be more descriptive. Change "Configure Expense Report Rules" to "How to configure Expense Report rules" (also note: use sentence case - "rules" should be lowercase).

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR adds documentation for the new "itemized receipts required over" feature across Workspace Rules and Category Rules. The changes are well-structured and add valuable clarification about rule violations and priority conflicts. The documentation maintains good readability but has some style inconsistencies that should be addressed.

Scores Summary

• Readability: 8/10 - Clear, well-organized content with logical flow. The new sections enhance understanding of feature behavior. Minor improvements needed in heading consistency.
• AI Readiness: 7/10 - Good descriptive headings with "How to" prefixes improve discoverability. Keywords properly updated. However, the heading format change creates inconsistency with existing documentation patterns across the help site.
• Style Compliance: 6/10 - Some style issues present, including inconsistent capitalization in headings and subheadings, and potential terminology concerns.

Key Findings

Positive Aspects:

• Excellent addition of the "What happens if Expense Rules are broken" section - provides clear user expectations
• New FAQ about rule priority conflicts is valuable and answers a common question
• Good content consolidation by removing redundant violation explanations
• Keywords properly updated to include new feature terminology

Style Issues:

• Heading capitalization inconsistency: Changed from title case ("Configure Expense Rules") to sentence case with "How to" prefix ("How to configure Expense Rules"). This creates inconsistency:
  • "How to enable Workspace Rules" vs "Enable Workspace Rules"
  • "How to configure Expense Rules" vs "Configure Expense Rules"
  • Need to verify if this matches the standard pattern across all HelpDot articles
• Subheading capitalization: "Expense Rule options" uses lowercase "options" while the original "Expense Rule Options" used title case
• Missing article: "How to configure Expense Report rules" - should be "Expense Report Rules" (capital R) for consistency with other rule types

Content Concerns:

• The new "Itemized receipt required over" feature is added in two places (Expense Rules and Category Rules) but lacks explanation of what qualifies as an "itemized receipt" vs a regular receipt. Users may not understand the distinction.
• The FAQ answer about Category/Tag Rules taking priority is good, but consider adding this information inline where those rules are first introduced for better visibility.

Technical Issues:

• The image placement move (line 38-40) appears to be a formatting improvement, removing extra spacing

Recommendations

High Priority:

1. Verify heading format standard: Check if the "How to" prefix is the new standard across HelpDot. If not, revert to original heading format for consistency.
2. Fix capitalization: Ensure "Expense Rule Options" and "Expense Report Rules" use consistent title case capitalization.
3. Add itemized receipt definition: Include a brief explanation or example of what constitutes an "itemized receipt" (e.g., "An itemized receipt shows individual line items purchased, not just the total amount").

Medium Priority:
4. Consider inline priority note: Add a brief note in the Category Rules section mentioning that these override workspace-level rules, rather than only in FAQ.
5. Consistent terminology: Verify "Expense Report rules" vs "Expense Report Rules" - should match capitalization pattern.

Low Priority:
6. Consider cross-references: The new itemized receipt feature appears in multiple places - consider adding cross-references between sections for users who may configure this at different levels.

Files Reviewed

• docs/articles/new-expensify/workspaces/Workspace-Rules.md: Documentation updated to include itemized receipts feature. Generally good quality with style inconsistencies that need addressing before merge.

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Overall Recommendation: Address high-priority style consistency issues before merging. The content additions are valuable, but the heading format changes need to align with site-wide standards to maintain documentation consistency.

[github-actions]

AI Readiness violation: Vague reference. "Once enabled" is unclear - specify what is being enabled. Consider: "Once Workspace Rules are enabled" for better clarity.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://21e2bb42.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/workspaces/Workspace-Rules

[stephanieelliott]

I'm gonna merge this because it is blocking #81914, but @heyjennahay you can suggest edits directly from the live page if something is off: https://help.expensify.com/articles/new-expensify/workspaces/Workspace-Rules

[OSBotify]

🚀 Deployed to staging by https://github.com/NicMendonca in version: 9.3.17-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

[OSBotify]

🚀 Deployed to production by https://github.com/lakchote in version: 9.3.17-9 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	failure ❌