[No QA] Update Distance Expenses help doc for selfDM rate selection#87194
[No QA] Update Distance Expenses help doc for selfDM rate selection#87194
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Reflects new behavior where tracked distance expenses in selfDM now allow users to select workspace distance rates, upgrade to create a workspace, or use their default workspace rates. Co-authored-by: Fitsum Abebe <FitseTLT@users.noreply.github.com>
| [Learn how to manage distance rates as a Workspace Admin](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Managing-Distance-Rates) | ||
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| ### Distance expenses created for personal tracking | ||
| ### Distance expenses tracked for personal use |
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Heading level violation: Per HELP_AUTHORING_GUIDELINES.md Section 4 and the pre-publish checklist (Section 9), only ## should be used for content sections -- ### and deeper are not allowed. This should be promoted to a ## heading.
Additionally, this heading is not task-based (Section 2). It is a noun/topic-only heading, which is forbidden. All headings (except # FAQ) must start with an action verb or question word (How, What, Where, Who, Why, When).
Suggested fix:
| ### Distance expenses tracked for personal use | |
| ## How reimbursement rates work for personal distance tracking |
| ### Distance expenses tracked for personal use | ||
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| If you're creating expenses outside of a Workspace: | ||
| If you're tracking a distance expense in your self-DM (not on a Workspace): |
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Terminology concern: The term "self-DM" may not match the exact UI terminology shown in the product. Per HELPSITE_NAMING_CONVENTIONS.md, articles must "use the exact text shown in the product UI" and must not "invent synonyms" or "paraphrase labels." If the UI does not literally say "self-DM," consider using the exact label or a clearer description such as "in your personal chat" or whatever the UI calls it.
HelpDot Documentation ReviewOverall AssessmentThis PR updates the Distance Expenses article to reflect new behavior for personal distance expense tracking, specifically around how rate selection works depending on whether a user has a default Workspace, multiple Workspaces, or no group Workspace. The changes are well-structured and improve accuracy for end users. One file is modified with focused, substantive content updates. Scores Summary
Key Findings
Recommendations
Files Reviewed
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| ## Can I update the Distance expense unit or rate? | ||
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| The distance unit and rate can only be updated by a Workspace Admin on the Workspace. It is not possible to adjust the distance rate or unit at the expense level. | ||
| For expenses on a Workspace, rates are managed by the Workspace Admin. For tracked distance expenses in your self-DM, you can tap the **Rate** field to select a rate from one of your Workspaces or create a new Workspace with a custom rate. |
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Terminology concern: Same as above -- "self-DM" appears here as well. If this is not the exact UI label, it should be replaced with the product's actual terminology for consistency with HELPSITE_NAMING_CONVENTIONS.md ("Use the exact text shown in the product UI").
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A preview of your ExpensifyHelp changes have been deployed to https://bf1af683.helpdot.pages.dev ⚡️ Updated articles: |
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@MelvinBot conflicts |
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Closed in favor of #87278 which applies the same doc changes cleanly on top of current main (including the new odometer content). The old branch had unrelated git histories causing 100+ merge conflicts. |
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Resolved the conflicts by closing #87194 and creating a new draft PR with the same doc changes applied cleanly on top of current main: #87278 The old branch had unrelated git histories with main, causing 100+ file conflicts that couldn't be resolved normally. The new PR preserves the odometer content that was added to main since the original PR was created. Please mark it as "Ready for review" when it is ready for review. |
Summary
docs/articles/new-expensify/reports-and-expenses/Distance-Expenses.mdto reflect new behavior from Fix - [Unreported] Add distance rate to the distance expenses tracked in selfDM #74967Changes:
Test plan