[No QA] Lydia update unreported flow

docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md

@@ -4,18 +4,18 @@ description: Learn how to use the Spend page in New Expensify to view, filter, a
 keywords: [New Expensify, Spend page, report preview, report table, filters, smart suggestions, expense management, add expenses, bulk actions, date range, search, expenses missing, Spend navigation, inline editing, edit expense inline]
 ---
 
-The Spend page in New Expensify gives you a complete view of your submitted, approved, and reimbursed expenses—all in one place. This guide shows you how to use report previews, tables, filters, and smart suggestions to track, manage, and take action on your expenses more efficiently.
+The Spend page in New Expensify gives you a full list of your reports and related expenses. While the Inbox highlights what needs your attention, the Reports page helps you explore, filter, and export your expense data.
 
 ---
 
 # Report Previews
 
-Report previews are summaries shown directly in your workspace chat in the **Inbox**. They let you check a report’s status without opening it.
+Report previews are summaries shown directly in your workspace chat in the **Inbox**. They let you quickly check a report’s status without opening it.
 
 ## Visibility of Report Previews
-- Visible to **all members** in the workspace chat  
-- Only the **creator** sees interactive options like **Add expense**  
-- **Workspace admins** can approve and pay a report
+- Visible to **all members** in the workspace chat.
+- Only the **report creator** sees interactive options like **Add expense.**  
+- **Workspace admins** can approve and pay reports.
 
 ## Preview Details
 - Report title and status (e.g., Approved, Paid)  
@@ -28,10 +28,10 @@ Report previews are summaries shown directly in your workspace chat in the **Inb
 - Action button: Submit, Approve, Pay, etc., depending on the role
 
 ## Preview Behavior and Updates
-Previews update **in real time** as expenses are added. If a report is deleted, the preview is removed from the workspace chat
 
-**When someone comments on a report:**
-- A **Comments** section will appear, and the layout will adjust to include room for the discussion.
+  - Updates in **real time** as expenses are added.
+  - If a report is deleted, the preview is removed.
+  - Comments on a report create a **Comments** section within the preview, and the layout will adjust to include room for the discussion.
 
 ---
 
@@ -46,6 +46,7 @@ Each row represents an expense and includes:
 - Amount
 - Category
 - Description
+- Tags (if enabled)
 
 ## Available Actions on the Table
 - **Click an expense** to view or edit it in the right-hand panel  
@@ -58,22 +59,22 @@ Each row represents an expense and includes:
 
 **Note:** The bulk action menu appears after selecting at least one expense.
 
-## Steps to Move Expenses Between Reports
+## Moving Expenses Between Reports
 
-1. Select the expenses using checkboxes  
-2. Click **Move to report** from the bulk action menu  
-3. In the right-hand panel, select a destination draft report  
-4. Expenses are moved, and a system message logs the action
+1. Select the expenses using checkboxes.
+2. Click **Move to report** from the bulk action menu.
+3. In the right-hand panel, select a destination draft report.  
+4. Expenses are moved, and a system message logs the action.
 
-## Add a New Expense to the Table
-- The expense appears in the table  
-- Its row is briefly highlighted as new  
-- Once added, the **Submit** button appears in the header (replacing **Add expense**, which moves to the **More** menu)
+## Adding a New Expense to the Table
+- The expense appears in the table.  
+- Its row is briefly highlighted as new.  
+- Once added, the **Submit** button appears in the header (replacing **Add expense**, which moves to the **More** menu).
 
 ---
 
-# How to Use Filters to Find Reports and Expenses
-Filters help you narrow down expenses or reports so you can find exactly what you need—fast. This is especially useful when you're working with a large dataset or trying to take specific actions, such as reporting unsubmitted expenses.
+# Filters
+Filters help you narrow down expenses or reports so you can find exactly what you need, fast. This is especially useful when you're working with a large dataset or trying to take specific actions, such as reporting unsubmitted expenses.
 
 **Filters can help you:**
 
@@ -101,25 +102,26 @@ To view other available filters, click into the **search box** on the **Spend**
    - The list updates in real time  
    - The **Select all** option applies *only* to the filtered results—not everything
 
-You can also combine filters with keyword search for even more precision. For example, searching **"Uber in March"** will show only Uber rides from March.
+You can also combine filters with a keyword search for even more precision. For example, searching **"Uber in March"** will show only Uber rides from March.
 
-**Note:** If you haven't applied any filters yet, you'll see your **most recent unreported expenses** by default.
+**Note**: If no filters are applied, the page defaults to showing your most recent unreported expenses.
 
 ---
 
-# How to Use Smart Suggestions
+# Smart Suggestions
 
-Smart suggestions recommend the next best action—like submitting a report or adding unreported expenses—based on your activity.
+Smart suggestions recommend the next best action based on your activity.
 
-## Smart Suggestion Locations
+## Where they appear
 
-- **SelfDM** (your personal chat with Concierge): Suggests unreported expenses to add to a report  
-- **Empty draft reports**: Prompts you to add recent unreported expenses  
-- **Global create and quick actions**: Suggests “Create report” if you frequently submit grouped expenses
+- **SelfDM**: Suggests unreported expenses to add to a report.
+- **Empty draft reports**: Prompts you to add recent unreported expenses.
+- **Global create/quick actions**: Suggests creating a report if you frequently submit grouped expenses
 
-**When Smart Suggestions come in handy:** If you create a draft report and have unreported expenses in your SelfDM, a prompt may appear to add those expenses quickly.
+## Benefits
+
+If you create a draft report and have unreported expenses in your SelfDM, a prompt may appear to add those expenses quickly. Smart Suggestions also: 
 
-**Benefits of Smart Suggestions:**
 - Reduce manual effort  
 - Encourage on-time reporting  
 - Help new members take the right actions
@@ -135,8 +137,8 @@ Yes! You can [export filtered reports to CSV](https://help.expensify.com/article
 Yes, smart suggestions also appear in the mobile Inbox and draft reports.
 
 ## When do report previews update?
-Previews update **in real time** when expenses are added. Alternatively, if a report is deleted, the preview is removed from the workspace chat.
+Previews update **in real time** as expenses are added or removed. Deleted reports are removed from the chat preview.
 
-## How do comments work on a report?
-If someone comments on a report, a **Comments** section appears and the layout adjusts to make space for the discussion.
+## Can someone comment on a report?
+Yes. When someone comments, a Comments section appears in the preview, and the layout adjusts to accommodate the discussion.
 

docs/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report.md

@@ -4,7 +4,7 @@ description: Learn how to add, remove, and move expenses in a report in New Expe
 keywords: [New Expensify, manage expenses, add expense, delete expense, move expense, expense table, edit report, report approval, expense actions, create report, admin create report, inline editing, edit expense inline]
 ---
 
-Easily add, delete, or move expenses within reports in New Expensify. This guide covers how to manage expenses using the expense table on both web and mobile.
+Managing expenses in reports helps you keep everything organized and ready for approval, payment, or export. This guide covers adding, moving, deleting, and editing expenses, as well as understanding audit trails and collaboration.
 
 # Managing Expenses in a Report in New Expensify
 
@@ -17,15 +17,19 @@ Easily add, delete, or move expenses within reports in New Expensify. This guide
 
 To edit expenses in Approved or Paid reports, a workspace admin will need to unapprove the report first. 
 
+---
+
 ## How to Add Expenses to a Report
 
-**Option 1: Create a new expense**
+You can add expenses in two ways:
+
+**Create a new expense directly in a report**
 
 1. Open the draft report.
 2. Click **More** > **Add expense** > **Create expense**
 3. Enter the details and click **Create expense**.
 
-**Option 2: Add existing expenses**
+**Add existing unreported expenses**
 1. Open the draft report.
 2. Click **More** > **Add expense** > **Add existing expense**.
 3. (Optional) Use the **Status** filter to show only **Unreported** or **Draft** expenses.
@@ -54,7 +58,9 @@ You can move expenses to a different report, create a new report, or remove them
 
 **Note:** Workspace Admins can also create reports on behalf of employees by moving expenses to a new report. This is particularly useful for processing company card expenses or splitting expenses across different accounting periods. See [Create and Submit Reports](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports) for more details.
 
-## How to Delete Expenses on a Report
+---
+
+## How to Delete Expenses from a Report
 
 **Delete a single expense**
 
@@ -74,29 +80,40 @@ You can move expenses to a different report, create a new report, or remove them
 Approved and Paid reports are locked for editing. To make changes:
 
 1. (Admins only) Open the report.
-2. Click **More > Cancel Payment** if Paid.
+2. Click **More > Cancel Payment** (if Paid).
 3. Then select **More > Unapprove**.
-4. The member can then select **More > Undo Submit**.
-5. Once reopened, expenses can be edited or removed.
 
-**Note:** If the report was exported to accounting, delete it from that system before re-exporting.
+After it’s unapproved:
+  - The member can select **More** > **Undo Submit**.
+  - They can now edit or remove expenses before resubmitting.
+
+**Important**: If the report was exported to an accounting system, delete the exported data there before exporting again.
 
 ---
 
-## How to View and Use the Expense Table
+## Understanding the Expense Table
 
 Each report includes a table showing all attached expenses.
 
-The table displays: 
-- Date
-- Merchant
-- Category
-- Amount
-- Workspace violations (if applicable)
+Each report includes an expense table showing:
+  - Date
+  - Merchant
+  - Category
+  - Amount
+  - Workspace violations (if applicable)
 
 Additional columns such as **Attendees** and **Per attendee** can be enabled via the **Columns** picker when attendee tracking is available.
 
-Clicking a row opens the full expense in a side panel (web) or details screen (mobile).
+Clicking a row opens the full expense details in a side panel (web) or details screen (mobile).
+
+## Comments and Collaboration
+
+Every report has a comment thread where you can:
+  - Add comments below the expense table or on individual expenses
+  - Use @mentions to notify teammates
+  - Upload documents to support conversations
+
+Comments update live for everyone with access to the report.
 
 ## How to edit expenses inline on desktop
 
@@ -112,22 +129,19 @@ On desktop, you can edit certain expense fields directly in the table without op
 
 # FAQ
 
-## Why can’t I delete an expense from a report?
-
-Only the member who originally created the expense can delete it. If you didn’t create the expense, ask the creator or a Workspace Admin for help.
-
-## Why don’t I see the option to move or remove expenses?
-
-You’ll only see the Move or Remove options if you created the report. Workspace Admins can also help with this if needed.
+## Why can’t I find a report I just created?
 
-## Why can’t I edit anything in the report?
+You may be filtered into a different workspace or be using a mismatched search term. Clear filters or use a broader search.
 
-If the report is Approved or Paid, it’s locked. A Workspace Admin needs to unapprove it first before making changes.
+## Why can’t I submit a report?
 
-## Can someone else add expenses to my report?
+  - The report has no expenses.
+  - The report is already submitted.
+  - Expenses are still SmartScanning or pending Expensify Card transactions.
 
-No. Only the member who created the report can add expenses to it.
+## Why can’t I move, edit, or delete expenses in a report?
 
-## What happens if I delete an expense from a report?
+  - You don’t have permission to edit the report.
+  - The report is approved or paid.
 
-The expense is removed from the report and deleted entirely. 
+**Solution**: Ask a Workspace Admin to unapprove the report, or retract it if you submitted it.

docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md

@@ -1,11 +1,12 @@
 ---
 title: Track Expenses
-description: Learn how to create and manage expenses in Expensify without submitting them for reimbursement or approval.
+description: Learn how to create and manage expenses in New Expensify without submitting them for reimbursement or approval.
 keywords: track expenses, create expense, scan receipt, enter mileage, expense chat, just track it
 ---
 
 
-Tracking expenses in Expensify allows you to save receipts and costs for your own records, without sending them for approval or reimbursement. This is useful if you're:
+Tracking expenses in New Expensify allows you to save receipts and costs for your own records, without sending them for approval or reimbursement. This is useful if you're:
+
 - Monitoring personal spending
 - Logging out-of-pocket business expenses for future use
 - Storing receipts you’re not ready to submit yet
@@ -16,56 +17,71 @@ Use this guide to create expenses that stay in your account for later reference.
 
 # How to Track an Expense Without Submitting
 
-**Follow these steps to create an expense that stays in your records but isn't submitted:**
+There are two ways you can create an expense that stays in your records but isn't submitted:
 
-## Option 1: SmartScan a Receipt
+## SmartScan a Receipt
 
 **On mobile:**
 1. Tap the green camera button and take a photo of the receipt or upload from gallery.
-2. Enter the workspace or recipient’s email/phone number.
+2. Choose yourself under Personal.
 3. Add details like description, category, tags, and tax.
-4. Tap **Create expense**.
+   - Members with a default workspace will see expense fields that mirror their workspace's rules.
+   - Members without a default workspace will see the expense fields: Amount, Description, Merchant, Category, Date, Report.
+5. Tap **Create expense**.
 
 **On desktop:**
 1. Click the green receipt button and drag and drop the receipt or click **Choose files** to upload.
-2. Enter the workspace or recipient’s email/phone number.
+2. Choose yourself under Personal. 
 3. Add details like description, category, tags, and tax.
-4. Click **Create expense**.
+   - Members with a default workspace will see expense fields that mirror their workspace's rules.
+   - Members without a default workspace will see the expense fields: Amount, Description, Merchant, Category, Date, Report.
+5. Click **Create expense**.
 
 💡 **Note:** 
 Other ways to SmartScan receipts include:
 - Forward your digital receipts to `receipts@expensify.com`.
 - Text a photo of your receipts to 47777 (US numbers only). Just make sure you [add your phone number to Expensify](https://new.expensify.com/settings/profile/contact-methods).
 
-## Option 2: Manually Add an Expense
+## Manually Add an Expense
 
 **On mobile:**
 1. Tap the green camera button.
 2. Select **Manual**.
 3. Enter the amount and currency, then tap **Next**.
-4. Choose a workspace or an individual.
+4. Choose yourself under Personal.
 5. Add optional fields like category, tags, or description.
-6. Tap **Create expense**.
+   - Members with a default workspace will see expense fields that mirror their workspace's rules.
+   - Members without a default workspace will see the expense fields: Amount, Description, Merchant, Category, Date, Report.
+7. Tap **Create expense**.
 
 **On desktop:**
 1. Click the green add receipt button.
 2. Select **Manual**.
 3. Enter the amount and currency, then click **Next**.
-4. Choose a workspace or an individual.
+4. Choose yourself under Personal.
 5. Add optional fields like category, tags, or description.
-6. Click **Create expense**.
+   - Members with a default workspace will see expense fields that mirror their workspace's rules.
+   - Members without a default workspace will see the expense fields: Amount, Description, Merchant, Category, Date, Report.
+7. Click **Create expense**.
 
 ---
 
-# Locate and Manage Tracked Expenses
+# Where to Find Tracked Expenses
+
+After creating an expense, go to **Spend > Expenses** to find it.  Use the filters to search for the expense if it isn't immediately visible.
+
+After tracking an expense, it also appears in an **Expense Chat** in the left-hand navigation menu.
+
+# What You Can Do With Tracked Expenses
 
-After creating an expense, go to **Spend > Expenses** to locate the expense.  Use the filters to search if the expense isn't immediately visible.
+When you create a tracked expense, Concierge will show an actionable message with options in the Expense Chat:
+   - **Submit it to someone** – Send it for approval or reimbursement.
+   - **Nothing for now** – Leave it stored for later.
 
-Click into the expense to:
-- **Submit it to someone** – Send it for approval or processing.
-- **Categorize it** – Assign it to a category for better organization.
-- **Share it with my accountant** – Grant access to financial contacts.
-- **Nothing for now** – Leave it as-is for later.
+If you belong to a workspace, you can also click into the expense to:
+   - **Categorize** – Assign to a workspace category.
+   - **Share with your accountant** – Give access to financial contacts.
+   - **Move expense(s)** – Add the expense to an existing report or create a new report on the spot.
 
 ---
 
@@ -77,5 +93,5 @@ Yes! Open the expense from **Spend > Expenses** or your expense chat, then click
 
 ## Why can’t I find my expense?
 
-Make sure you’re filtering by the correct date or amount. You can easily find unsubmitted expenses in an **Expense Chat** in your Inbox in the navigation tabs.
+Make sure you’re filtering by the correct date or amount. You can easily find unsubmitted expenses in the **Expense Chat** in your Inbox, under the navigation tabs.