Docs updates for E/A#98030 Document Auto-categorize new expenses workspace setting - #100099
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Co-authored-by: dukenv0307 <dukenv0307@users.noreply.github.com> Co-authored-by: Nguyen Van Duc <dukenv0307@users.noreply.github.com>
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I created this PR from an upstream branch because I don't have push access to your fork. To take ownership of this branch and push updates yourself, run: Then you can close this PR and open a new one from your fork. |
This was referenced Sep 2, 2026
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original PR got reverted |
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Explanation of Change
Help site follow-up for #98030, which added the Auto-categorize new expenses workspace setting so admins can stop Expensify from picking a category for new expenses.
The help site had no coverage of this setting:
Create-expense-categories.mddescribed automatic categorization (learned categorization, MCC default spend categories, and Workspace Merchant Rules) as though it always runs, with no way to turn it off. This PR documents the new toggle and the behavior change that follows from disabling it.docs/articles/new-expensify/workspaces/Create-expense-categories.mdkeywordsandinternalScopemetadata.docs/articles/new-expensify/workspaces/Require-tags-and-categories-for-expenses.mdkeywordsmetadata.All UI labels were verified against the live app before writing: the path is Workspaces > [workspace name] > Categories > More > Settings, the page header is Settings, and the settings page shows Members must categorize all expenses and Auto-categorize new expenses, both on by default.
Known accuracy gaps left out of scope
Two pre-existing inaccuracies were found while verifying the UI. They aren't caused by #98030, so they're not fixed here:
Require-tags-and-categories-for-expenses.mdtells readers to click Settings in the top-right of the Categories page. The Categories page now uses More > Settings. The steps cover Tags as well, and the Tags page wasn't verified, so the path wasn't changed.Fixed Issues
$ https://github.com/Expensify/Expensify/issues/669240
PROPOSAL:
Tests
// TODO: The human co-author must fill out the tests they ran before marking this PR as "ready for review".
Offline tests
QA Steps
// TODO: These must be filled out, or the issue title must include "[No QA]."
PR Author Checklist
### Fixed Issuessection aboveTestssectionOffline stepssectionQA stepssectionAvatar, I verified the components usingAvatarare working as expected)StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))npm run compress-svg)Avataris modified, I verified thatAvataris working as expected in all cases)Designlabel and/or tagged@Expensify/designso the design team can review the changes.mainbranch was merged into this PR after a review, I tested again and verified the outcome was still expected according to theTeststeps.Screenshots/Videos
Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari
@dukenv0307, please review the files changed and confirm they reflect the current behavior. Then post a new comment saying
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