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Update help site: document bulk expense duplication #87569
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| title: How to Duplicate an Expense | ||
| description: Learn how to create a copy of an existing expense in Expensify using the Duplicate option. | ||
| keywords: [New Expensify, duplicate expense, copy expense, duplicate cash expense, duplicate distance expense, duplicate per diem expense, create copy of expense] | ||
| internalScope: Audience is expense submitters. Covers how to duplicate a single cash, distance, or per diem expense. Does not cover duplicate detection, resolving flagged duplicates, or merging expenses. | ||
| description: Learn how to create a copy of one or more expenses in Expensify using the Duplicate expense option, including bulk duplication from the Expenses tab. | ||
| keywords: [New Expensify, duplicate expense, copy expense, duplicate cash expense, duplicate distance expense, duplicate per diem expense, create copy of expense, bulk duplicate, duplicate multiple expenses] | ||
| internalScope: Audience is expense submitters. Covers how to duplicate a single expense and how to bulk-duplicate multiple expenses from the Expenses tab or a report. Does not cover duplicate detection, resolving flagged duplicates, or merging expenses. | ||
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| # How to duplicate an expense | ||
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| You can create a copy of an existing expense using **Duplicate expense**. This generates a new expense on your primary workspace with the same details as the original, including the merchant, amount, category, tags, and tax. The date is set to today and receipt images are not copied. | ||
| You can create a copy of one or more expenses using **Duplicate expense**. This generates new expenses on your primary workspace with the same details as the originals, including the merchant, amount, category, tags, and tax. The date is set to today and receipt images are not copied. | ||
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| This is useful when you need to create a similar expense quickly without re-entering all the details manually. | ||
| This is useful when you need to create similar expenses quickly without re-entering all the details manually. You can duplicate a single expense or select multiple expenses and duplicate them all at once. | ||
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| **Note:** Card expenses cannot be duplicated. Only cash, distance, and per diem expenses support duplication. | ||
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@@ -38,6 +38,25 @@ WIP here: https://github.com/Expensify/Expensify/issues/616815 | |
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| ## How to duplicate multiple expenses at once | ||
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| You can select multiple eligible expenses and duplicate them all in one action. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Naming and style / Navigation instructions: Per HELPSITE_NAMING_CONVENTIONS.md, when web and mobile navigation differ, provide separate labeled instructions — do not merge them into one sentence with parenthetical qualifiers. "Long-press an expense (or use the checkbox on web)" describes different interactions per platform and should be split: |
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| 1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Reports > Expenses**. | ||
| 2. Long-press an expense (or use the checkbox on web) to enter selection mode. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Naming and style / Prohibited language: "Open the bulk actions dropdown" uses vague navigation phrasing. Per HELPSITE_NAMING_CONVENTIONS.md, avoid generic references like "Open the menu" — instead reference the exact UI element label in bold. If the dropdown is triggered by a specific button (e.g., Actions or a named button), use that exact label. Similarly, "choose" should be "select" to stay consistent with the conventions (which use "Select" as the standard verb). Suggested fix: Replace with the exact button/menu label, e.g., |
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| 3. Select two or more cash, distance, or per diem expenses that you submitted. | ||
| 4. Open the bulk actions dropdown and choose **Duplicate expenses**. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Readability / Clarity: This sentence packs too many exclusion conditions into one clause, making it hard to scan. Consider using a bulleted list for the exclusion criteria: The same rules apply as for single duplication. The following expenses are excluded from bulk selection:
- Card expenses (company cards and Expensify Cards)
- Expenses with receipts currently being scanned
- Per diem expenses without start or end dates
- Expenses you did not submit |
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| Each selected expense is duplicated individually. The same rules apply as for single duplication — card expenses, scanning expenses, per diem expenses without dates, and expenses you did not submit are excluded from selection. | ||
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| <!-- SCREENSHOT: | ||
| Suggestion: Show the bulk actions dropdown with the "Duplicate expenses" option visible after selecting multiple expenses. | ||
| Location: After step 4. | ||
| Purpose: Helps the user identify the bulk duplicate option in the dropdown. | ||
| --> | ||
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| ## What happens after you duplicate an expense | ||
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| A new expense is created on your primary workspace with the following details copied from the original: | ||
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@@ -72,7 +91,7 @@ When this restriction applies, Expensify will display a message explaining that | |
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| ## Can I duplicate multiple expenses at once? | ||
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| No, you can’t duplicate multiple expenses at once. Expenses must be duplicated one at a time. | ||
| Yes. Select two or more eligible expenses from the **Expenses** tab or from within a report, then choose **Duplicate expenses** from the bulk actions dropdown. Each selected expense is duplicated individually with the same rules as single duplication. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Naming and style / Prohibited language: "from the bulk actions dropdown" uses a generic, informal reference. Per HELPSITE_NAMING_CONVENTIONS.md, always reference the exact UI label. Replace "bulk actions dropdown" with the exact name of the menu/button as it appears in the product UI, bolded (e.g., Actions). There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more.
This answer now says bulk duplication is generally available, but the app still hides the action in production builds: both bulk-entry points require Useful? React with 👍 / 👎. |
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| ## Can I duplicate a card expense? | ||
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AI readiness / Metadata alignment: The YAML
descriptionstill says "an existing expense" in "Learn how to create a copy of one or more expenses" but the originaldescriptionon the base branch says "an existing expense." The updated description looks good overall but note it says "using the Duplicate expense option" — verify this matches the exact UI label. If the button says Duplicate expense (singular), then "Duplicate expense option" is slightly off since it appends "option." Consider:Learn how to create a copy of one or more expenses in Expensify using Duplicate expense, including bulk duplication from the Expenses tab.