Skip to content

[No QA] Docs updates for E/A#88577 document exporting grouped expenses#92318

Draft
MelvinBot wants to merge 1 commit into
mainfrom
docs-group-exports-88577
Draft

[No QA] Docs updates for E/A#88577 document exporting grouped expenses#92318
MelvinBot wants to merge 1 commit into
mainfrom
docs-group-exports-88577

Conversation

@MelvinBot
Copy link
Copy Markdown
Contributor

Explanation of Change

This PR documents the new group exports behavior introduced in #88577.

When expenses on the Spend page are grouped using Display > Group by, you can now select the groups and choose Basic export to produce an export that preserves the group structure — each group becomes its own section with a header row, and its expenses are listed below their group header. This behavior was not previously documented in the export article.

Changes to docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md:

  • Added an Export grouped expenses section with the step-by-step flow (verified against the live UI: the Display > Group by control, the N selected button, and Basic export).
  • Added an FAQ entry: "Can I keep my groups when I export?"
  • Updated the article keywords for retrieval.

I followed docs/HELPSITE_NAMING_CONVENTIONS.md, docs/HELP_AUTHORING_GUIDELINES.md, and docs/TEMPLATE.md, and used exact UI labels verified in the live app.

Fixed Issues

$

Related: #88577

Tests

// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review"
// Please describe what tests you performed that validate your changes worked.

QA

// TODO: The human co-author must fill out the QA tests you ran before marking this PR as "ready for review".
// Please describe what QA needs to do to validate your changes and what areas they need to test for regressions.


@getusha, please review the files changed and confirm they reflect the current behavior. Then mark this PR Ready for review.

Add a section and FAQ to the export article explaining that grouped
search results can be exported with Basic export while preserving the
group structure, reflecting the new group exports behavior.

Co-authored-by: Getabalew T <getusha@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team June 2, 2026 06:48
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Jun 2, 2026
@github-actions github-actions Bot changed the title Docs updates for E/A#88577 document exporting grouped expenses [No QA] Docs updates for E/A#88577 document exporting grouped expenses Jun 2, 2026
@OSBotify
Copy link
Copy Markdown
Contributor

OSBotify commented Jun 2, 2026

A preview of your ExpensifyHelp changes have been deployed to https://bc330ae1.helpdot.pages.dev ⚡️

Updated articles:

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

HelpDot Apply this label if the issue relates to ExpensifyHelp

Projects

None yet

Development

Successfully merging this pull request may close these issues.

3 participants