Background
Home doesn't currently give users a fast/convenient way to get back to expenses they've just created. Whether someone snaps a receipt, imports a card transaction, or manually keys in a trip from months ago, there's no at-a-glance list on Home that confirms "yes, did it and it was successful."
This issue adds a Recently added slot that lists a user's most recently created expenses, sorted by creation timestamp. We deliberately sort by when the expense was added, not by the expense date, because plenty of users sign in and create expenses for trips or purchases that happened weeks or months ago. Sorting by creation keeps the slot honest about what it's actually showing: the things you most recently put into Expensify.
We use Recently added rather than Recent expenses to disambiguate creation time from expense date, and added rather than created to keep the copy plain and user-facing — it reads as something the person did, not a technical system event.
Product and design details
Slot summary
- This slot is titled
Recently added.
- This slot always appears. Unlike
Your spend, it is never hidden based on data availability. For users with no expenses yet, it renders an empty state.
- The slot lists a user's expenses sorted by creation/inserted timestamp, most recent first.
- This slot applies to all expense types: cash, distance, per diem, time, etc.
- Each row shows: receipt thumbnail/icon, expense date, merchant, and amount.
- We show up to five rows, no more.
- Clicking an individual row opens that expense in the RHP on Home.
- Rows reflect creation/inserted timestamp ordering even when the expense date is far in the past. For example, an expense dated three months ago but created today appears at the top of the list.
- Recently added appears for all members of group workspaces (Submit/Collect/Control). If someone is a
Workspace admin of a Collect/Control workspace, they see Spend over time instead.
Empty state
- For users with no expenses, the slot shows an empty state with the heading
No recent expenses and the supporting copy Add an expense to see it here.
Discover changes
This issue also relocates the Discover slot from the left column to the right column. With Recently added now anchoring the lower-left, Discover moves right to keep the columns balanced and to group the more promotional/educational content (Discover, Announcements) together on the right.
Mobile slot order
With the addition of Recently added, slots appear in the following priority order:
- Free trial slot
- Time sensitive
- Getting started
- For you
- Upcoming trips
- Recently added
- Your spend
- Insight / Spend over time
- Discover
- Announcements
- Default position for any slots added in the future
Examples
- A user creates an expense today for a purchase dated three months ago: it appears at the top of
Recently added, above expenses with more recent expense dates but earlier creation times.
- A brand-new user with no expenses: the slot shows the
No recent expenses empty state.
- A user with more than five expenses: the slot shows the five most recently created, with
View all routing to the full, creation-date-sorted list on the Expenses page.
This is part of an internal initiative; it'll be worked on by the Home project team.
Issue Owner
Current Issue Owner: @ZhenjaHorbach
Background
Home doesn't currently give users a fast/convenient way to get back to expenses they've just created. Whether someone snaps a receipt, imports a card transaction, or manually keys in a trip from months ago, there's no at-a-glance list on Home that confirms "yes, did it and it was successful."
This issue adds a
Recently addedslot that lists a user's most recently created expenses, sorted by creation timestamp. We deliberately sort by when the expense was added, not by the expense date, because plenty of users sign in and create expenses for trips or purchases that happened weeks or months ago. Sorting by creation keeps the slot honest about what it's actually showing: the things you most recently put into Expensify.We use
Recently addedrather thanRecent expensesto disambiguate creation time from expense date, andaddedrather thancreatedto keep the copy plain and user-facing — it reads as something the person did, not a technical system event.Product and design details
Slot summary
Recently added.Your spend, it is never hidden based on data availability. For users with no expenses yet, it renders an empty state.Workspace adminof a Collect/Control workspace, they seeSpend over timeinstead.Empty state
No recent expensesand the supporting copyAdd an expense to see it here.DiscoverchangesThis issue also relocates the
Discoverslot from the left column to the right column. WithRecently addednow anchoring the lower-left,Discovermoves right to keep the columns balanced and to group the more promotional/educational content (Discover, Announcements) together on the right.Mobile slot order
With the addition of
Recently added, slots appear in the following priority order:Examples
Recently added, above expenses with more recent expense dates but earlier creation times.No recent expensesempty state.View allrouting to the full, creation-date-sorted list on the Expenses page.This is part of an internal initiative; it'll be worked on by the Home project team.
Issue Owner
Current Issue Owner: @ZhenjaHorbach