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Update help docs for Mark as done copy#86997

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claude-updateHelpDocsMarkAsDoneCopy
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Update help docs for Mark as done copy#86997
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claude-updateHelpDocsMarkAsDoneCopy

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Summary

  • Adds notes to three New Expensify help articles explaining that track-intent users (those who selected "Track and budget expenses" during onboarding) on workspaces without approval workflows will see Mark as done instead of Submit/Approve, and marked as done instead of submitted in activity messages.
  • Related to Update CTA and workspace chat copy for track-intent users #86460 which introduced the "Mark as done" copy for track-intent users.

Articles updated:

  1. Create-and-Submit-Reports.md — Added note about alternative button text and activity message in the submit section, and updated the FAQ about the missing Submit button.
  2. Understanding-Report-Statuses-and-Actions.md — Added note under context-specific buttons explaining the alternative labels.
  3. Expense-and-Report-Actions.md — Added note under primary actions table explaining the alternative labels.

Test plan

Add notes to three help articles explaining that users who selected
"Track and budget expenses" during onboarding and whose workspace
does not use an approval workflow will see "Mark as done" instead of
"Submit" and "Approve" in CTA buttons, and "marked as done" instead
of "submitted" in activity messages.

Co-authored-by: Jayesh Mangwani <jayeshmangwani@users.noreply.github.com>
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Comment on lines +32 to 33
**Note:** If you selected "Track and budget expenses" during onboarding and your workspace does not use an approval workflow, **Submit** and **Approve** will both display as **Mark as done**.
| **Pay** | After the report is approved | Payer | Initiates payment via Expensify or logs a manual payment |
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P2 Badge Move the onboarding note outside the primary actions table

The inserted **Note:** line sits between Approve and Pay table rows, which breaks Markdown table continuity; in GFM/CommonMark-style renderers this ends the table and causes subsequent | **Pay** | ... rows to render as plain text instead of table entries. In the help article, that will hide or misformat key primary actions for readers.

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