Skip to content

[No QA] Docs updates for E/A#90796 Remove submitter from Change Workspace on submitted reports #91131

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
MelvinBot wants to merge 1 commit into
base: main
Choose a base branch
from
+4 −2
Open

[No QA] Docs updates for E/A#90796 Remove submitter from Change Workspace on submitted reports #91131

Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
6 changes: 4 additions & 2 deletions docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -116,7 +116,8 @@ Use this guide to understand:
| **Action** | **When It Appears** | **Who Can Use It** | **What It Does** |
|------------|---------------------|---------------------|------------------|
| **Hold** | Draft, Outstanding, or Approved reports | Submitter, approver, Workspace Admin | Prevents expenses from moving forward |
| **Change workspace** | Before export | Submitter, approver, Workspace Admin | Moves the report to another workspace |
| **Change workspace** | Draft reports | Submitter | Moves the report to another workspace |
| **Change workspace** | Before export | Approver, Workspace Admin | Moves the report to another workspace |
Comment thread
stephanieelliott marked this conversation as resolved.
Comment thread
stephanieelliott marked this conversation as resolved.
Comment thread
stephanieelliott marked this conversation as resolved.
| **Change approver** | Submitted reports | Workspace Admin | Adds or bypasses approvers |
| **Delete** | Draft reports only | Submitter | Permanently removes the report |
| **Undelete** | Deleted expenses | Submitter | Restores a deleted expense |
Expand All @@ -132,7 +133,8 @@ Use this guide to understand:
| **View details** | Any report | All roles | Opens report details |
| **Cancel payment** | Before payment processing | Payer | Cancels a pending payment |
| **Hold** | On draft or submitted reports | Submitter, Approver, Admin | Marks individual expenses that aren’t yet ready for approval or payment |
| **Change workspace** | Before report is exported | Submitter, Approver, Admin | Moves the report to a different workspace |
| **Change workspace** | Draft reports | Submitter | Moves the report to a different workspace |
| **Change workspace** | Before report is exported | Approver, Admin | Moves the report to a different workspace |
Comment thread
stephanieelliott marked this conversation as resolved.
| **Change approver** | On submitted reports, before the report is final-approved | Admin | "Add Approver" allows an extra approver to be inserted into the approval workflow at the current point. "Bypass Approver" allows an admin to take control of the report approval and final approve |
| **Delete** | Only on draft/unsubmitted reports | Submitter | Permanently removes the report |
| **Unapprove** | After approval, before payment | Approver | Reverts the approval if the report hasn’t been re-approved or paid |
Expand Down
Loading