From b0cbf26812ad045c0674b3fc89f56b271dac1787 Mon Sep 17 00:00:00 2001 From: "Jan Nowakowski (via MelvinBot)" Date: Thu, 16 Apr 2026 03:58:21 +0000 Subject: [PATCH 1/2] [NO QA] Docs: Add undelete and deleted status filter documentation Update help site articles to reflect the new deleted transactions search and undelete feature added in E/A#86938. Co-authored-by: Jan Nowakowski --- .../Expense-and-Report-Actions.md | 1 + .../Getting-Started-with-the-Reports-Page.md | 2 +- .../How-to-Delete-Expenses.md | 17 +++++++++++++++-- 3 files changed, 17 insertions(+), 3 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md b/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md index f233b9ba47a2..475ce058eefc 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md +++ b/docs/articles/new-expensify/reports-and-expenses/Expense-and-Report-Actions.md @@ -47,6 +47,7 @@ Report actions guide the submitter, approver, and payer regarding the report's s | **Unapprove** | After approval, before payment | Approver | Reverts the approval if the report hasn’t been re-approved or paid | | **Mark as exported** | On approved/paid reports when integrated to an accounting system| Admin, Exporter | Marks the report as manually exported for tracking purposes | | **Export to [accounting system]** | When an accounting system is connected | Admin, Exporter | Sends the report to an external system such as Xero or QuickBooks Online | +| **Undelete** | On deleted expenses (accessible via Reports > Expenses with Status = Deleted filter) | Submitter | Restores the deleted expense back to your account | | **Duplicate expense** | On non-card expenses in any state | Submitter | Creates a copy of the expense on your primary workspace with the same details. Date is set to today and receipts are not copied | | **Duplicate report** | On reports the submitter owns, in any state | Submitter | Creates a copy of the report and its non-card expenses. Date is set to today and receipts are not copied | | **Download** | Any report state | All roles | Downloads a copy of the report as a PDF | diff --git a/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Reports-Page.md b/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Reports-Page.md index e027bb821293..af0ce8407167 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Reports-Page.md +++ b/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Reports-Page.md @@ -87,7 +87,7 @@ Filters help you narrow down expenses or reports so you can find exactly what yo You can filter your **expenses** and **reports** using dropdowns, search bars, and chips. -- **Expenses:** can be filtered by `Date`, `Merchant`, `Category`, `Tag`, `Amount`, `Reimbursable`, `Billable`, `Status` (e.g. Unreported) +- **Expenses:** can be filtered by `Date`, `Merchant`, `Category`, `Tag`, `Amount`, `Reimbursable`, `Billable`, `Status` (e.g. Unreported, Deleted) - **Reports:** can be filtered by `Submitter`, `Workspace`, `Report Status` (e.g. Draft, Outstanding, Approved, Paid), `Date` diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Delete-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Delete-Expenses.md index 11718f257d0d..c9951c8482ed 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Delete-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Delete-Expenses.md @@ -1,8 +1,8 @@ --- title: How to Delete Expenses description: Learn how to delete expenses in New Expensify, including how to remove expenses from reports, when you need to retract a report, and why some expenses can’t be deleted. -keywords: [New Expensify, delete expenses, remove expense, delete expense report, company card expense delete, retract report delete expense, cannot delete expense Expensify] -internalScope: Audience includes all members. Covers deleting individual expenses, deleting expenses from reports, retracting reports to enable deletion, company card deletion rules. Does not cover editing expenses, reimbursement workflows, expense approvals beyond deletion requirements. +keywords: [New Expensify, delete expenses, remove expense, delete expense report, company card expense delete, retract report delete expense, cannot delete expense Expensify, undelete expense, restore deleted expense, find deleted expenses] +internalScope: Audience includes all members. Covers deleting individual expenses, deleting expenses from reports, retracting reports to enable deletion, company card deletion rules, finding and undeleting deleted expenses. Does not cover editing expenses, reimbursement workflows, expense approvals beyond deletion requirements. --- # How to delete expenses @@ -64,6 +64,19 @@ https://github.com/Expensify/Expensify/issues/614406 If an expense can't be deleted, you can [remove the expense from the report](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report#how-to-move-or-remove-expenses-from-a-report) and move it to your personal space instead. +--- + +## How to find and undelete deleted expenses + +Deleted expenses are not permanently removed. You can find and restore them from the Reports page. + +1. In the navigation tabs (on the left on web, on the bottom on mobile) select **Reports** > **Expenses**. +2. Filter by **Status** = **Deleted** and click **Apply**. +3. Select the expenses you want to restore using the checkboxes. +4. Choose **Selected**, then **Undelete**. + +The restored expenses return to your account and are visible in the Inbox. + --- # FAQ From 78fb1ce9f23d5e11f742a8190dc56cf859426057 Mon Sep 17 00:00:00 2001 From: MelvinBot Date: Thu, 16 Apr 2026 04:00:34 +0000 Subject: [PATCH 2/2] Add 'undeleting' to cspell dictionary Fixes spellcheck CI failure for the How-to-Delete-Expenses doc. --- cspell.json | 1 + 1 file changed, 1 insertion(+) diff --git a/cspell.json b/cspell.json index ac25b59fc7cd..5307c257796f 100644 --- a/cspell.json +++ b/cspell.json @@ -783,6 +783,7 @@ "Uncapitalize", "uncategorized", "Undelete", + "undeleting", "unflushed", "unheld", "unhold",