Update help site: document bulk expense duplication#87569
Update help site: document bulk expense duplication#87569
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Updates How-to-Duplicate-an-Expense.md to reflect the new bulk duplication feature added in #84657. Adds a new section with steps for duplicating multiple expenses at once, and corrects the FAQ that previously stated bulk duplication was not supported. Co-authored-by: Krishna <Krishna2323@users.noreply.github.com>
HelpDot Documentation ReviewOverall AssessmentThis PR updates the "How to Duplicate an Expense" article to document the new bulk duplication feature. The changes are well-scoped: updated metadata, a new procedural section for bulk duplication, and a corrected FAQ answer. The additions generally follow governance standards with a few items worth addressing. Scores Summary
Key FindingsIssues in the proposed changes:
Positive aspects:
Recommendations
Files Reviewed
Review based on governance files: docs/HELPSITE_NAMING_CONVENTIONS.md, docs/HELP_AUTHORING_GUIDELINES.md, and docs/TEMPLATE.md. |
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| You can select multiple eligible expenses and duplicate them all in one action. | ||
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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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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., Select **Duplicate expenses** from the **Actions** menu. (adjust to match the actual UI label).
| ## 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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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:
**Web:** Select the checkbox next to an expense to enter selection mode.
**Mobile:** Long-press an expense to enter selection mode.
| ## 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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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).
| 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. |
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AI readiness / Metadata alignment: The YAML description still says "an existing expense" in "Learn how to create a copy of one or more expenses" but the original description on 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.
| 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. | ||
| 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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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![chatgpt-codex-connector[bot]](https://avatars.githubusercontent.com/in/1144995?s=60&v=4){kind=small}
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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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This answer now says bulk duplication is generally available, but the app still hides the action in production builds: both bulk-entry points require !isProduction (src/hooks/useSearchBulkActions.ts:833 and src/hooks/useSelectedTransactionsActions.ts:171). As written, public help-site users in production will be told to use a bulk action that does not appear, so the doc should either mention rollout limitations or wait until the production guard is removed.
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Summary
docs/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense.mdto document the new bulk duplication feature added in [Duplicate Expense] Allow bulk duplication. #84657Related PR
#84657 — [Duplicate Expense] Allow bulk duplication
Test plan