From 2b84fcc19017ca9d789062107f44ebfae34897fa Mon Sep 17 00:00:00 2001 From: "Cong Pham (via MelvinBot)" Date: Thu, 17 Sep 2026 22:39:41 +0000 Subject: [PATCH 1/2] Docs: clarify only the creator can edit an unreported expense Co-authored-by: Cong Pham --- .../new-expensify/reports-and-expenses/Edit-Expenses.md | 3 +++ .../new-expensify/reports-and-expenses/Track-Expenses.md | 4 ++++ 2 files changed, 7 insertions(+) diff --git a/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md index d8dc99d7271b..12af26253187 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md @@ -14,6 +14,9 @@ You can edit a single expense from within a report, or update multiple expenses - **All members**: Can edit expenses on their own Draft or Outstanding reports. - **Current approver**: Can edit expenses on the submitter's Draft reports and on Outstanding reports pending their approval. - **Workspace Admin**: Can edit expenses on any Draft or Outstanding report on the Workspace. +- **Expense creator only**: Unreported expenses, such as a tracked expense that isn't on a report yet, can only be edited by the member who created them. + +Approver and Workspace Admin editing rights come from the report the expense sits on, so they don't apply to an unreported expense. If another member can see an unreported expense in a chat, every field on it is read-only for them, even if that member is an admin of their own Workspace. Expenses on Approved reports must be unapproved before they can be edited. Expenses on Paid and Done reports cannot be edited. diff --git a/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md index 535a06d9c8f0..99046e6367a0 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md @@ -108,6 +108,10 @@ The **Send to someone** option appears only while the expense is still tracked. Yes! Open the expense from **Spend > Expenses** or your expense chat, then click into it to edit any field. +## Can someone else edit an expense I tracked? + +No. Only you can edit a tracked expense. If you invite another member to the chat where the expense lives, they can open the expense and see it, but every field is read-only for them. That applies even if they are an admin of their own Workspace. [Learn who can edit expenses](/articles/new-expensify/reports-and-expenses/Edit-Expenses). + ## 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 the **Expense Chat** in your Inbox, under the navigation tabs. From dd3005f38813b6753d786675b57b16349cd88a52 Mon Sep 17 00:00:00 2001 From: "Cong Pham (via MelvinBot)" Date: Fri, 18 Sep 2026 18:22:23 +0000 Subject: [PATCH 2/2] Docs: add retrieval keywords and match the Unreported UI label HELP_AUTHORING_GUIDELINES.md 3 and 6 require metadata to reflect real search queries, so both articles now carry who-can-edit keywords. HELPSITE_NAMING_CONVENTIONS.md requires the exact UI capitalization, and en.ts renders the status as Unreported. Co-authored-by: Cong Pham --- .../new-expensify/reports-and-expenses/Edit-Expenses.md | 6 +++--- .../new-expensify/reports-and-expenses/Track-Expenses.md | 2 +- 2 files changed, 4 insertions(+), 4 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md index 12af26253187..a89d3c12892e 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md @@ -1,8 +1,8 @@ --- title: Edit Expenses description: Learn how to edit individual expenses, and edit multiple expenses at once. -keywords: [bulk edit expenses, edit multiple expenses Expensify, update expenses in bulk, modify multiple expenses, inline editing, edit expense inline, bulk edit multi-level tags, edit one tag level] -internalScope: Audience is all members. Covers editing expenses individually and in bulk editing multiple expenses at once, including how multi-level Tags are updated in bulk. Does not cover creating, submitting or reopening reports, or configuring tags. +keywords: [bulk edit expenses, edit multiple expenses Expensify, update expenses in bulk, modify multiple expenses, inline editing, edit expense inline, bulk edit multi-level tags, edit one tag level, who can edit expenses, edit an Unreported expense, expense fields read-only] +internalScope: Audience is all members. Covers editing expenses individually and in bulk editing multiple expenses at once, including how multi-level Tags are updated in bulk and who can edit an Unreported expense. Does not cover creating, submitting or reopening reports, or configuring tags. --- # Edit Expenses @@ -16,7 +16,7 @@ You can edit a single expense from within a report, or update multiple expenses - **Workspace Admin**: Can edit expenses on any Draft or Outstanding report on the Workspace. - **Expense creator only**: Unreported expenses, such as a tracked expense that isn't on a report yet, can only be edited by the member who created them. -Approver and Workspace Admin editing rights come from the report the expense sits on, so they don't apply to an unreported expense. If another member can see an unreported expense in a chat, every field on it is read-only for them, even if that member is an admin of their own Workspace. +Approver and Workspace Admin editing rights come from the report the expense sits on, so they don't apply to an Unreported expense. If another member can see an Unreported expense in a chat, every field on it is read-only for them, even if that member is an admin of their own Workspace. Expenses on Approved reports must be unapproved before they can be edited. Expenses on Paid and Done reports cannot be edited. diff --git a/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md index 99046e6367a0..e07ee5afe786 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md @@ -1,7 +1,7 @@ --- title: Track Expenses 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, out-of-pocket, out of pocket, out-of-pocket expenses, reimbursable, send to someone, submit tracked expense +keywords: track expenses, create expense, scan receipt, enter mileage, expense chat, just track it, out-of-pocket, out of pocket, out-of-pocket expenses, reimbursable, send to someone, submit tracked expense, edit a tracked expense, who can edit a tracked expense ---