From 3a7a3c4090c6a665f5f9931d9857699838d8155f Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Nicol=C3=A1s=20Bonet=20=28via=20MelvinBot=29?= Date: Thu, 17 Sep 2026 22:30:09 +0000 Subject: [PATCH] Docs: use exact Apply to existing unsubmitted expenses toggle label in Merchant Rules MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Co-authored-by: Nicolás Bonet --- .../new-expensify/workspaces/Workspace-Merchant-Rules.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/workspaces/Workspace-Merchant-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Merchant-Rules.md index 9c612927052a..56d8887a774f 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Merchant-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Merchant-Rules.md @@ -24,7 +24,7 @@ To create a Merchant Rule: - **Contains** - **Matches exactly** 5. Select the fields you want the rule to update. -6. Optionally apply the rule to existing unsubmitted expenses and review matching expenses using **Preview matches**. +6. (Optional) Enable **Apply to existing unsubmitted expenses** to also apply the rule to matching expenses that haven't been submitted yet, then click **Preview matches** to review which expenses the rule will update. 7. Click **Save rule**. --- @@ -123,7 +123,7 @@ Common reasons include: - The rule is disabled. - Another rule matched first. - A field was manually set during expense creation. -- The rule was created after the expense and wasn't applied retroactively, unless you select "apply to existing expenses" when creating the rule. +- The rule was created after the expense and wasn't applied retroactively, unless you enabled **Apply to existing unsubmitted expenses** when saving the rule. Expenses that have already been submitted are never updated by a rule. - The tag the rule applies was deleted from the workspace, so only that update is skipped. ## How do I clear a Category, Tag, or Tax value from a Merchant Rule?