[No QA] Help Site: Add "Explore-what's-changed-in-New-Expensify.md and update migration guides #92126
[No QA] Help Site: Add "Explore-what's-changed-in-New-Expensify.md and update migration guides #92126MelvinBot wants to merge 7 commits into
Conversation
…om Coming-from-Classic guides Co-authored-by: Stephanie Elliott <stephanieelliott@users.noreply.github.com>
github-actions
Bot
changed the title
This comment has been minimized.
This comment has been minimized.
Co-authored-by: Stephanie Elliott <stephanieelliott@users.noreply.github.com>
|
Fixed the failing spellcheck check: the word |
This comment has been minimized.
This comment has been minimized.
This comment has been minimized.
This comment has been minimized.
…nged-in-New-Expensify.md
stephanieelliott
changed the title
Concierge reviewer checklist:
For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member? cc @lschurr |
This comment has been minimized.
This comment has been minimized.
![chatgpt-codex-connector[bot]](https://avatars.githubusercontent.com/in/1144995?s=60&v=4){kind=small}
There was a problem hiding this comment.
💡 Codex Review
Here are some automated review suggestions for this pull request.
Reviewed commit: 44eb3d064a
ℹ️ About Codex in GitHub
Codex has been enabled to automatically review pull requests in this repo. Reviews are triggered when you
- Open a pull request for review
- Mark a draft as ready
- Comment "@codex review".
If Codex has suggestions, it will comment; otherwise it will react with 👍.
When you sign up for Codex through ChatGPT, Codex can also answer questions or update the PR, like "@codex address that feedback".
HelpDot Documentation ReviewOverall AssessmentThis PR adds a new article ("Explore what's changed in New Expensify") and updates the two existing Coming-from-Classic migration guides to cross-link to it. The new article is well-structured, covers a clear single workflow (discovering what is new), and uses descriptive cross-link anchor text throughout. However, there is one critical issue -- all cross-links to the new article are broken -- and a handful of structural and formatting items that need attention before merging. Scores Summary
Key FindingsCritical -- must fix before merge:
Should fix:
Positive aspects:
Recommendations
Files Reviewed
Note: Detailed line-by-line feedback has been provided as inline comments. |
… links
The spellcheck workflow's xargs call fails on the apostrophe in
Explore-what's-changed-in-New-Expensify.md ("unmatched single quote").
Rename the file to Explore-whats-changed-in-New-Expensify.md and update
the two migration guides to point to the corrected slug and display name.
Co-authored-by: Stephanie Elliott <stephanieelliott@users.noreply.github.com>
|
Fixed the failing Root cause: The new article was named Fix: Renamed the file to |
This comment has been minimized.
This comment has been minimized.
This comment has been minimized.
This comment has been minimized.
|
A preview of your ExpensifyHelp changes have been deployed to https://d8cfe6a9.helpdot.pages.dev ⚡️ Updated articles: |
![github-actions[bot]](https://avatars.githubusercontent.com/in/15368?s=60&v=4){kind=small}
| ## What new features are available in New Expensify | ||
|
|
||
| ### Customizable searches and saved searches | ||
|
|
There was a problem hiding this comment.
Heading depth violation: ### headings are not permitted. Per HELP_AUTHORING_GUIDELINES.md Section 4 and the pre-publish checklist: "Only ## used for all content sections (no ### or deeper)."
All ### headings throughout this article (lines 19, 33, 39, 45, 51, 57, 63, 69, 75, 81, 87, 93, 99, 105) must be promoted to ## or the content restructured. If promoting them all to ## creates too many sections, consider splitting this into multiple articles.
| internalScope: Audience is Expensify members transitioning from Expensify Classic to New Expensify who want to know exactly what is new, what is better, and how to use it. Covers improvements in search, reporting, approvals, expense collaboration, mileage, company cards, Workspace rules, Insights, mobile parity, Concierge-driven editing, and accounting export workflows. Does not cover how to switch between products or general onboarding. | ||
| --- | ||
|
|
||
| # Explore what's changed in New Expensify |
There was a problem hiding this comment.
Missing required "How to..." heading: Per HELP_AUTHORING_GUIDELINES.md Section 6 (AI Retrieval Optimization Rules), every article must "Include at least one full 'How to...' heading using feature name." This article contains no ## How to... heading, which reduces its discoverability for AI retrieval and search.
|
|
||
| # Explore what's changed in New Expensify | ||
|
|
||
| New Expensify introduces new capabilities and expands several workflows that were more limited in Expensify Classic. This article highlights some of the most notable changes and links to detailed help articles where you can learn more. |
There was a problem hiding this comment.
Multi-workflow coverage: Per HELP_AUTHORING_GUIDELINES.md Section 1: "Solve one primary workflow only. If multiple workflows are detected, split into multiple articles." This article covers search, expense commenting, merchant rules, Concierge editing, Insights, mileage, bulk pay, approver visibility, mobile parity, company cards, card start dates, and export templates -- at least 12 distinct workflows. Consider splitting into focused articles (e.g., "What search improvements are available in New Expensify," "What expense collaboration features are available in New Expensify") or restructuring as a lightweight index that links out to dedicated articles rather than describing each workflow inline.
| ## What new features are available in New Expensify | ||
|
|
||
| ### Customizable searches and saved searches | ||
|
|
There was a problem hiding this comment.
Task-based heading violation: ### Customizable searches and saved searches is a noun-only/topic-only heading. Per HELP_AUTHORING_GUIDELINES.md Section 2, all headings (except # FAQ) must "start with an action verb or question word (How, What, Where, Who, Why, When)." This applies to all the ### subheadings in this article. For example:
- "Customizable searches and saved searches" --> "How to customize and save searches"
- "Comment on individual expenses" --> "How to comment on individual expenses"
- "Set merchant rules in the Workspace" --> "How to set merchant rules in the Workspace"
- "Interactive insights and reporting" --> "How to use interactive Insights and reporting"
- "Full visibility for approvers" --> "What approver visibility improvements are available"
- "Cross-platform consistency between web and mobile" --> "What cross-platform improvements are available"
- etc.
Note: Some headings like "Set merchant rules..." and "Pay reports in bulk" do start with verbs and may be acceptable once promoted to ##.
| - **Customize what you see.** Choose which columns appear in your search results. [Learn how to customize the Spend column view](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-customize-the-spend-column-view). | ||
| - **Build your own filters.** Filter by submitter, approver, category, tag, merchant, dates, status, card, accounting status, and many more. [Learn how to use advanced search operators to filter and analyze](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze). | ||
| - **Save searches you run often.** Turn any filtered view into a saved search and reopen it with one click. [Learn how to save a search](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-save-a-search). | ||
| - **Filter by exports.** Use the **Exported to** filter to find expenses exported during a specific date range or sent to a particular destination, such as an accounting integration or export template. [Learn more about accounting search shortcuts](/articles/new-expensify/reports-and-expenses/Accounting-Search-Shortcuts). |
There was a problem hiding this comment.
Inconsistent list indentation: Lines 27-28 have a leading space before the -, while lines 29-30 do not. This inconsistency can cause unexpected Markdown rendering. Remove the leading space on lines 27-28 to match the rest of the list, or add it consistently to all items.
|
|
||
| ## Where can I see what's launching next? | ||
|
|
||
| Visit the [Expensify Product Updates blog](https://use.expensify.com/blog/category/Product+Updates) to stay up to date on the latest improvements and releases. |
There was a problem hiding this comment.
External URL used instead of relative link: Per HELP_AUTHORING_GUIDELINES.md Section 7 (Link Formatting): "Use relative links only. Do not use full URLs." The link https://use.expensify.com/blog/category/Product+Updates is a full external URL. If this page is outside the HelpDot docs site and cannot be referenced with a relative path, add a brief note justifying the external link. Otherwise, convert to a relative link.
| Everything you can do on the web you can do on mobile. | ||
|
|
||
| This includes: | ||
|
|
There was a problem hiding this comment.
Inconsistent list indentation: Lines 91-95 have a leading space before the -, while other bullet lists in the article (e.g., lines 83-86) do not. Use consistent indentation throughout.
|
|
||
| This guide explains where familiar Workspace workflows now happen in New Expensify and highlights new tools available to Workspace Admins. | ||
|
|
||
| If you want a curated tour of what's new, what's better, and how to take advantage of it as an admin, see [Explore what's changed in New Expensify](/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify). A few of the most popular improvements for Workspace Admins include **customizable, savable searches**, **bulk paying reports**, **full approver visibility into direct reports' activity in every status**, **Workspace merchant rules**, **seeing unassigned company cards**, and **better Insights reporting**. |
There was a problem hiding this comment.
Excessive cross-linking: Per HELP_AUTHORING_GUIDELINES.md Section 7 (Link Volume): "Limit cross-links to preserve topical clarity. Excessive linking dilutes the primary workflow, introduces unrelated entities, reduces retrieval precision." This PR adds three separate cross-links to the same "Explore what's changed" article in this file (lines 16, 59, and 81). A single well-placed link is sufficient. Consider keeping only one -- likely the one at line 16 near the introduction -- and removing the other two to avoid diluting this article's focus.
|
|
||
| This guide explains where familiar features and workflows now live so you can get comfortable navigating New Expensify more confidently. | ||
|
|
||
| If you want to see what's new, what's better, and how to take advantage of it, see [Explore what's changed in New Expensify](/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify). A few of the most popular improvements include **customizable, savable searches**, **full approver visibility into direct reports' activity in every status**, **expense-level commenting**, and **better Insights reporting**. |
There was a problem hiding this comment.
Excessive cross-linking: Per HELP_AUTHORING_GUIDELINES.md Section 7 (Link Volume): "Limit cross-links to preserve topical clarity." This PR adds two links to the same "Explore what's changed" article in this file (lines 14 and 84). A single well-placed cross-link is sufficient. Consider keeping only the one here in the introduction and removing the duplicate at line 84.
| - **Consistent web and mobile navigation** — Web and mobile use the same core navigation structure, making it easier to switch between devices without learning separate workflows. Learn how to [navigate New Expensify on web and mobile](/articles/new-expensify/getting-started/Navigating-New-Expensify). | ||
|
|
||
| - **More powerful search and reporting tools** — Use advanced search operators, saved searches, pre-built reports, and Insights dashboards to analyze expenses and financial activity more efficiently. [Learn more about how to use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify). | ||
| - **More powerful search and reporting tools** — Customize the columns you see, apply far more filters than Expensify Classic offered, and save searches you run often so they're one click away. Combine that with pre-built reports and Insights dashboards to analyze expenses and financial activity more efficiently. [Learn how to use advanced search operators](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze), [save a search](/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#how-to-save-a-search), and [use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify). |
There was a problem hiding this comment.
High link density in a single bullet: This bullet point now contains three separate inline cross-links. Per HELP_AUTHORING_GUIDELINES.md Section 7: "If multiple related workflows must be referenced, consider consolidating them into a dedicated supporting article instead of embedding many links." Since the new "Explore what's changed" article already covers these topics, consider linking to that article once here instead of providing three separate links.
|
|
||
| New Expensify continues to introduce new Workspace management, automation, approval, and collaboration features for Workspace Admins. | ||
|
|
||
| For a curated walkthrough of the most useful improvements available today — including customizable and savable searches, bulk paying reports, Workspace merchant rules, visibility into unassigned company cards, and natural language expense editing with Concierge — see [Explore what's changed in New Expensify](/articles/new-expensify/getting-started/Explore-whats-changed-in-New-Expensify). |
There was a problem hiding this comment.
Cross-link scope concern: Per HELP_AUTHORING_GUIDELINES.md Section 7 (When to Cross-Link): "Only link in these cases: Prerequisite workflows, Deep-dive explanations, Explicitly excluded workflows. Avoid linking to tangential, loosely related, or adjacent features." This paragraph essentially summarizes the linked article inline, which expands the scope of this article rather than reinforcing its primary workflow. If retained, shorten to a single sentence with just the link.
HelpDot Documentation ReviewOverall AssessmentThis PR adds a new "Explore what's changed in New Expensify" overview article and cross-links it from the two existing "Coming from Expensify Classic" guides. The new article is well-written and clearly organized, with strong metadata and good cross-link anchor text throughout. However, several structural violations of the HelpDot authoring governance must be addressed before merge. Scores Summary
Key FindingsCritical issues that must be addressed:
Positive aspects worth highlighting:
Minor issues:
Recommendations
Files Reviewed
Generated by HelpDot Summary Reviewer |
3 participants
Explanation of Change
Adds a new help article — What's New and Better in New Expensify — that highlights the improvements available to members switching from Expensify Classic and links each one to the relevant existing help article. The article leads with the most useful improvements (customizable and savable searches, bulk pay, full approver visibility, expense-level commenting, and Insights) and then covers the remaining items requested in the linked task (map-based mileage on mobile, Workspace merchant rules, cross-platform parity, unassigned company cards, natural-language expense editing with Concierge, the "Exported to" filter, exporting Integration Server templates from the expense level, and amending the transaction import date after a card is assigned).
The two existing Coming-from-Classic guides are updated to surface the most useful improvements (customizable searches called out by name) and link out to the new article as the single destination for "everything that is new and better":
Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md— adds a callout near the top, expands the "More powerful search and reporting tools" bullet to explicitly highlight customizable columns, more filters, and saved searches, and links to the new article from the "What new features can I use" FAQ.Coming-from-Expensify-Classic-for-Workspace-Admins.md— adds a callout near the top, links to the new article from the "How Workspace management continues to improve" section alongside the existing Product Updates blog link, and links from the "What new features can I use" FAQ.Fixed Issues
$ https://github.com/Expensify/Expensify/issues/629165
PROPOSAL:
Tests
// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review"
// Please describe what tests you performed that validates your changed worked.
Offline tests
QA Steps
// TODO: The human co-author must fill out the QA tests you ran before marking this PR as "ready for review".
// Please describe what QA needs to do to validate your changes and what areas do they need to test for regressions.
PR Author Checklist
### Fixed Issuessection aboveTestssectionOffline stepssectionQA stepssectiontoggleReportand notonIconClick)src/languages/*files and using the translation methodSTYLE.md) were followedAvatar, I verified the components usingAvatarare working as expected)StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))npm run compress-svg)Avataris modified, I verified thatAvataris working as expected in all cases)Designlabel and/or tagged@Expensify/designso the design team can review the changes.ScrollViewcomponent to make it scrollable when more elements are added to the page.mainbranch was merged into this PR after a review, I tested again and verified the outcome was still expected according to theTeststeps.Screenshots/Videos
Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari