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Docs updates for E/A#91060 Update LHN dot references to action badges#91362

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Docs updates for E/A#91060 Update LHN dot references to action badges#91362
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Summary

Articles updated

  • How-to-Find-and-Resolve-Flagged-Duplicate-Expenses.md — "red dot" → Fix badge (keywords, body text, image alt text, steps)
  • Pay-an-invoice.md — "green dot" → Pay badge
  • Understanding-Report-Statuses-and-Actions.md — "red dot" → Fix badge

Note: Articles referencing red dots in non-LHN contexts (QBO connection errors, card feed issues, wallet indicators, SmartScan failures) were intentionally left unchanged, as those are separate UI elements not affected by this PR.

…adges

LHN now shows text badges (Submit, Approve, Pay, Fix) instead of colored
dots. Update three help articles to reflect the new UI.

Co-authored-by: Aimane Chnaif <aimane-chnaif@users.noreply.github.com>
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label May 21, 2026
@stephanieelliott stephanieelliott self-assigned this May 22, 2026
@stephanieelliott stephanieelliott marked this pull request as ready for review May 22, 2026 02:27
@stephanieelliott stephanieelliott self-requested a review as a code owner May 22, 2026 02:27
title: How to Find and Resolve Flagged Duplicate Expenses
description: Learn how Expensify detects duplicate expenses and how to resolve them when they are flagged and placed on hold.
keywords: [New Expensify, duplicate expense, review duplicates, expense on hold, resolve duplicate, flagged expense, red dot, duplicate detection, keep all, keep this one, held expense, Inbox red dot, find duplicate expenses, where to find duplicates]
keywords: [New Expensify, duplicate expense, review duplicates, expense on hold, resolve duplicate, flagged expense, Fix badge, duplicate detection, keep all, keep this one, held expense, Inbox Fix badge, find duplicate expenses, where to find duplicates]
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Terminology inconsistency: The keywords still include red dot and Inbox red dot, but the article body now uses "Fix badge" throughout. Update keywords to match the new terminology (e.g., replace red dot with Fix badge and Inbox red dot with Inbox Fix badge) so search queries align with the updated content.

Suggested change
keywords: [New Expensify, duplicate expense, review duplicates, expense on hold, resolve duplicate, flagged expense, Fix badge, duplicate detection, keep all, keep this one, held expense, Inbox Fix badge, find duplicate expenses, where to find duplicates]
keywords: [New Expensify, duplicate expense, review duplicates, expense on hold, resolve duplicate, flagged expense, Fix badge, duplicate detection, keep all, keep this one, held expense, Inbox Fix badge, find duplicate expenses, where to find duplicates]

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HelpDot Documentation Review

Overall Assessment

This PR updates three help articles to replace "red dot" and "green dot" references with the new Fix badge and Pay badge terminology, matching the updated LHN action badges shipped in #91060. The changes are well-scoped, consistent, and correctly applied across all affected files.

Scores Summary

  • Readability: 9/10 - All replacements are clear and improve specificity. The bolded badge names (Fix, Pay) are easier to scan than the previous "red dot" / "green dot" phrasing. The term "Fix badge" reads naturally in all contexts (headings, steps, explanatory text).
  • AI Readiness: 9/10 - Keywords in the YAML frontmatter were properly updated (e.g., "red dot" replaced with "Fix badge", "Inbox red dot" replaced with "Inbox Fix badge"). The heading update from "How to find duplicate expenses using the red dot indicator" to "How to find duplicate expenses using the Fix badge" maintains the task-based, searchable structure. YAML metadata including internalScope remains intact and well-formed.
  • Style Compliance: 10/10 - Badge names are bolded per button/UI element formatting rules. The exact UI terminology is used consistently. No prohibited vague language was introduced. Navigation instructions remain properly structured.

Key Findings

  • All instances of the old terminology ("red dot", "green dot") in LHN-related contexts have been updated consistently across the three files.
  • Image alt text was also updated (e.g., "Inbox > Chat with Fix badge"), which is a good practice for accessibility and consistency.
  • The PR description clearly explains which articles with "red dot" references were intentionally left unchanged (non-LHN contexts like QBO errors, card feeds, wallet indicators), demonstrating thoughtful scoping.
  • No governance violations were introduced by these changes.

Recommendations

  • No blocking issues. This PR is ready to merge from a documentation standards perspective.
  • Minor consideration: verify that the screenshot images referenced (e.g., ExpensifyHelp-ResolveDuplicates_03.png) still accurately reflect the new badge UI. If the screenshots still show colored dots, they should be updated in a follow-up.

Files Reviewed

  • How-to-Find-and-Resolve-Flagged-Duplicate-Expenses.md — 7 line changes. "Red dot" replaced with "Fix badge" in keywords, body text, heading, image alt text, and steps. All changes are correct.
  • Understanding-Report-Statuses-and-Actions.md — 1 line change. "Red dot" replaced with "Fix badge" in a bullet point. Correct.
  • Pay-an-invoice.md — 1 line change. "Green dot" replaced with "Pay badge". Correct.

Note: This review assessed only the proposed changes (diff), not unchanged portions of the files.

@VictoriaExpensify VictoriaExpensify added Hourly KSv2 and removed Daily KSv2 labels May 22, 2026
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