Skip to content

[$500] Separate out Accounting section on Reports page into distinct sections #81292

@JmillsExpensify

Description

@JmillsExpensify

We have a very powerful set of accounting workflows that we enable in the app, though using these sections requires knowing how to use advanced social filters. Once we explain the functionality to users, they're blown away by the functionality. So to lower the barrier to using and understanding these features, we're going to split each accounting workflow into it's own section.

The structure and logic works like this.

1. Card statements

  • This was previously called Statements within the accounting section.
  • Within this section, we'll have sub-options for each card feed that appears in the Feed filter. So for example, if the feed name is "ExpensiCorp Visa" then that's what appears.

An example to hopefully make this more clear:

  • Card statements
    • ExpensiCorp Visa
    • American Express
    • Bank of America

The benefit of this change is that it's easy to see and toggle between card feeds, even if you're not an expert in filters.

2. Unapproved accruals

  • This was previously called "Unapproved cash" and "Unapproved card"
  • Within this section, we'll have sub-options for "Cash" and then one for each card feed feed.

An example to hopefully make this more clear:

  • Unapproved accruals
    • Cash
    • ExpensiCorp Visa
    • American Express

The benefit of this change is similar. Now it's easy to switch between the main cases in the LHN, falling back on the advanced filters only if needed.

3. Bank reconciliation

  • The was previously called "Reconciliation"
  • Within this section, we'll have sub-options for "Reimbursements" and "Expensify Card" (depending on which case exists.

An example of hopefully make this more clear:

  • Bank reconciliation
    • Reimbursements
    • Expensify Card
Upwork Automation - Do Not Edit
  • Upwork Job URL: https://www.upwork.com/jobs/~022018653420921934684
  • Upwork Job ID: 2018653420921934684
  • Last Price Increase: 2026-02-06
Issue OwnerCurrent Issue Owner: @carlosmiceli

Metadata

Metadata

Labels

ExternalAdded to denote the issue can be worked on by a contributorHelpDotApply this label if the issue relates to ExpensifyHelpNewFeatureSomething to build that is a new item.ReviewingHas a PR in reviewWeeklyKSv2

Type

No type

Projects

Status

No status

Milestone

No milestone

Relationships

None yet

Development

No branches or pull requests

Issue actions