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[No QA] Docs updates for E/A#90937 new Spend table custom columns#94956

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Jul 7, 2026
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[No QA] Docs updates for E/A#90937 new Spend table custom columns#94956
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Explanation of Change

Documentation update for the changes in #90937, which adds three new columns to the column picker for the Reports and Expenses views under the Spend tab:

  • Custom field 1
  • Custom field 2
  • International reimbursement IDs

This PR adds those three columns to the list of available columns in Using Reports in New Expensify, under How to customize the Spend column view.

What changed

  • docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md — added three bullets for the new columns.

Source PR


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

Co-authored-by: Kio <KioCoan@users.noreply.github.com>
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Jun 30, 2026
@github-actions github-actions Bot changed the title Docs updates for E/A#90937 new Spend table custom columns [No QA] Docs updates for E/A#90937 new Spend table custom columns Jun 30, 2026
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A preview of your ExpensifyHelp changes have been deployed to https://499f3fe4.helpdot.pages.dev ⚡️

Updated articles:

@stephanieelliott stephanieelliott marked this pull request as ready for review July 6, 2026 16:40
@stephanieelliott stephanieelliott self-requested a review as a code owner July 6, 2026 16:40
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github-actions Bot commented Jul 6, 2026

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HelpDot Documentation Review

Overall Assessment
This is a small, well-scoped update that adds three new column entries (Custom field 1, Custom field 2, International reimbursement IDs) to the existing list of available columns under the How to customize the Spend column view section in Using Reports in New Expensify. It correctly mirrors product change E/A#90937 and fits the established bullet pattern.

Scores Summary

  • Readability: 8/10 - New bullets follow the existing list format and are easy to scan. Minor awkwardness where the description restates the bold label verbatim (The Custom field 1 value set for the report submitter).
  • AI Readiness: 9/10 - Additions use full, UI-exact feature names and integrate into a task-based section. No metadata or heading changes were needed; stays within a single workflow.
  • Style Compliance: 9/10 - Column labels are bolded and match UI casing, consistent with the surrounding list and the Naming Conventions. En-dash separator and Sentence case are preserved.

Key Findings

  • All three additions correctly follow the existing pattern: bolded UI-exact label, en-dash, concise description.
  • Bold formatting and Sentence case are applied per HELPSITE_NAMING_CONVENTIONS.md.
  • Minor redundancy: the two Custom field bullets repeat the label inside the description (Custom field 1 – The Custom field 1 value...), which reads awkwardly next to bullets like Tax code – The tax code applied. Consider The custom field value set for the report submitter.
  • Scope is tightly controlled (3 additions, 0 deletions) and matches the linked source PR, with no heading, metadata, or cross-linking changes required.

Recommendations

  • (Optional) Smooth the two Custom field descriptions to avoid restating the label verbatim.
  • Confirm the exact UI labels (Custom field 1, Custom field 2, International reimbursement IDs) match the product strings from E/A#90937 exactly, including casing.

Files Reviewed

  • docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md - Approved with a minor optional wording suggestion. Three column bullets added, consistent with governance and the existing list.

Note: This is a summary review. The change is minimal and no blocking issues were found.

@stephanieelliott stephanieelliott requested a review from a team July 6, 2026 16:49
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Concierge reviewer checklist:

  • I have verified the accuracy of the article
    • The article is within a hub that makes sense, and the navigation is correct
    • All processes, screenshots, and examples align with current product behavior.
    • All links within the doc have been verified for correct destination and functionality.
  • I have verified the readability of the article
    • The article's language is clear, concise, and free of jargon.
    • The grammar, spelling, and punctuation are correct.
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  • I have verified the formatting of the article
    • The article has consistent formatting (headings, bullet points, etc.) with other HelpDot articles and that aligns with the HelpDot formatting standards.
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  • I have verified the overall quality of the article
    • The article is not missing any information, nor does it contain redundant information.
    • The article fully addresses user needs.
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For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member?

cc @twisterdotcom

@melvin-bot melvin-bot Bot requested review from twisterdotcom and removed request for a team July 6, 2026 16:49
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@twisterdotcom Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

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twisterdotcom commented Jul 7, 2026

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Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
  • I verified the correct issue is linked in the ### Fixed Issues section above
  • I verified testing steps are clear and they cover the changes made in this PR
    • I verified the steps for local testing are in the Tests section
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • I verified the steps cover any possible failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
  • I checked that screenshots or videos are included for tests on all platforms
  • I included screenshots or videos for tests on all platforms
  • I verified that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
  • I verified proper code patterns were followed (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick).
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I verified that this PR follows the guidelines as stated in the Review Guidelines
  • I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
  • If a new component is created I verified that:
    • A similar component doesn't exist in the codebase
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    • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
    • All JSX used for rendering exists in the render method
    • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG)
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • For any bug fix or new feature in this PR, I verified that sufficient unit tests are included to prevent regressions in this flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.
  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp
Android: mWeb Chrome
iOS: HybridApp
iOS: mWeb Safari
MacOS: Chrome / Safari

@twisterdotcom twisterdotcom merged commit efcd4ba into main Jul 7, 2026
19 checks passed
@twisterdotcom twisterdotcom deleted the melvin-docs-90937-custom-columns branch July 7, 2026 09:34
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🚀 Deployed to staging by https://github.com/twisterdotcom in version: 9.4.29-0 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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🚀 Deployed to staging by https://github.com/twisterdotcom in version: 9.4.31-0 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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OSBotify commented Jul 9, 2026

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🚀 Deployed to production by https://github.com/grgia in version: 9.4.31-0 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

Bundle Size Analysis (Sentry):

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