From a1ae1400955fa88d35ebdb6a18d15626e31b00f8 Mon Sep 17 00:00:00 2001 From: "Krishna (via MelvinBot)" Date: Thu, 17 Sep 2026 22:52:01 +0000 Subject: [PATCH] Docs: update bulk action instructions for the floating bulk action bar The wide-layout Selected dropdown on the Search pages was replaced by a floating bulk action bar, so every web instruction that said to click Selected at the top no longer matches the product. Co-authored-by: Krishna --- ...w-and-Reconcile-Expensify-Card-Expenses.md | 11 ++++--- .../reports-and-expenses/Adding-Attendees.md | 6 ++-- .../reports-and-expenses/Approve-Expenses.md | 4 ++- .../Create-and-Submit-Reports.md | 7 +++-- .../Duplicate-a-Report.md | 9 +++--- .../reports-and-expenses/Edit-Expenses.md | 24 ++++++++------- .../Getting-Started-with-the-Spend-Page.md | 16 +++++++++- .../How-to-Delete-Expenses.md | 8 +++-- .../How-to-Duplicate-an-Expense.md | 6 ++-- .../How-to-Export-Expenses.md | 21 +++++++------ .../How-to-Export-Reports.md | 30 +++++++++++-------- .../How-to-Merge-Expenses.md | 4 ++- .../Search-and-Download-Expenses.md | 28 +++++++++-------- 13 files changed, 107 insertions(+), 67 deletions(-) diff --git a/docs/articles/new-expensify/expensify-card/View-and-Reconcile-Expensify-Card-Expenses.md b/docs/articles/new-expensify/expensify-card/View-and-Reconcile-Expensify-Card-Expenses.md index 67a0e3b2587e..54f5b2e5f656 100644 --- a/docs/articles/new-expensify/expensify-card/View-and-Reconcile-Expensify-Card-Expenses.md +++ b/docs/articles/new-expensify/expensify-card/View-and-Reconcile-Expensify-Card-Expenses.md @@ -58,7 +58,9 @@ The **Current balance** on the Expensify Card page reflects the card expenses th ## How to Export Expensify Card Expenses 1. From the Expensify Card reconciliation view, select the expenses you want to export using the checkboxes. -2. Click the **Selected** button that appears above the results. +2. Select **Export**: + - **Web:** In the bulk action bar at the bottom of the results, click **Export**. If you don't see it, click **More**, then **Export**. + - **Mobile:** Tap **Selected**, then tap **Export**. 3. Choose an export template to download the results as a CSV file. --- @@ -68,9 +70,10 @@ The **Current balance** on the Expensify Card page reflects the card expenses th From the Expensify Card reconciliation view, you can download a PDF statement for one or more settlements. The statement includes the transactions and payments for each selected settlement. 1. From the Expensify Card reconciliation view, select one or more whole settlements using the checkboxes. To select an entire settlement, either check a collapsed settlement row or expand the settlement and check every transaction within it. -2. Click the **Selected** button that appears above the results. -3. Click **Download statement**. -4. Wait for the statement to generate, then the PDF downloads automatically. +2. Select **Download statement**: + - **Web:** In the bulk action bar at the bottom of the results, click **Download statement**. If you don't see it, click **More**, then **Download statement**. + - **Mobile:** Tap **Selected**, then tap **Download statement**. +3. Wait for the statement to generate, then the PDF downloads automatically. Keep the following in mind: diff --git a/docs/articles/new-expensify/reports-and-expenses/Adding-Attendees.md b/docs/articles/new-expensify/reports-and-expenses/Adding-Attendees.md index d47ba69dbcbd..62c914ddc4bf 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Adding-Attendees.md +++ b/docs/articles/new-expensify/reports-and-expenses/Adding-Attendees.md @@ -33,13 +33,15 @@ The selected attendees are added to the expense. 1. From the navigation tabs (on the left on web, and at the bottom on mobile), select **Spend > Expenses**. 2. Select 2 or more expenses. -3. Choose **Selected**, then select **Edit multiple**. +3. Select **Edit multiple**: + - **Web:** In the bulk action bar at the bottom of the list, select **Edit multiple**. If you don't see it, select **More**, then **Edit multiple**. + - **Mobile:** Tap **Selected**, then tap **Edit multiple**. 4. Select **Attendees**, choose the attendees, and select **Save**. 5. Select **Save** again to apply your changes to every selected expense. The attendees you select are added to every selected expense. -Select 2 or more expenses, click **Selected**, and choose **Edit multiple** to set the same attendees on all of them in one step. Learn how to [edit multiple expenses at once](/articles/new-expensify/reports-and-expenses/Edit-Expenses). +Select 2 or more expenses, then choose **Edit multiple** to set the same attendees on all of them in one step. On web the action sits in the bulk action bar at the bottom of the list, behind **More** if the bar has no room to show it as a button. On mobile, tap **Selected** to find it. Learn how to [edit multiple expenses at once](/articles/new-expensify/reports-and-expenses/Edit-Expenses). --- diff --git a/docs/articles/new-expensify/reports-and-expenses/Approve-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Approve-Expenses.md index 305e039e9e08..3c75e44864c9 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Approve-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Approve-Expenses.md @@ -82,7 +82,9 @@ Workspace admins can bypass the approval workflow on a report to final approve i 1. In the navigation tabs (on the left on web, and at the bottom on mobile), go to **Reports > Reports**. 2. Select two or more reports using the checkboxes. -3. Choose **Selected**, then **Change approver**. +3. Select **Change approver**: + - **Web:** In the bulk action bar at the bottom of the list, select **Change approver**. If you don't see it, select **More**, then **Change approver**. + - **Mobile:** Tap **Selected**, then tap **Change approver**. 4. Select **Add approver** or **Bypass approvers**. 5. If you selected **Add approver**, choose the approver and click **Save**. diff --git a/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md b/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md index 3d7725926a54..00da867b9387 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md +++ b/docs/articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports.md @@ -85,9 +85,10 @@ This helps keep reports moving forward and ensures expenses are submitted and ap ## How Workspace Admins can create a report by moving multiple expenses 1. Select two or more reported or unreported company card expenses, or reported reimbursable expenses. -2. Select the **Selected** button. -3. Select **Move expenses**. -4. Select **Create report** to add the expenses to a report on the member's default workspace. +2. Select **Move expenses**: + - **Web:** In the bulk action bar at the bottom of the list, select **Move expenses**. If you don't see it, select **More**, then **Move expenses**. + - **Mobile:** Tap **Selected**, then tap **Move expenses**. +3. Select **Create report** to add the expenses to a report on the member's default workspace. - You must be a Workspace Admin on that workspace. This is useful when you need to: diff --git a/docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md b/docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md index b271ed30c30c..a46f2460828b 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md +++ b/docs/articles/new-expensify/reports-and-expenses/Duplicate-a-Report.md @@ -43,8 +43,7 @@ You can select multiple reports and duplicate them all in one action from the Re 1. In the navigation tabs on the left, click **Spend** > **Reports**. 2. Select two or more expense reports that you submitted. -3. Click **Selected**. -4. Choose **Duplicate reports**. +3. In the bulk action bar at the bottom of the list, click **Duplicate reports**. If you don't see it, click **More**, then **Duplicate reports**. **On mobile:** @@ -59,9 +58,9 @@ Each selected report is duplicated individually. The same rules apply as for sin Reports are duplicated one at a time, so the new reports appear in the list gradually rather than all at once. You can keep scrolling and using the page while they are created. --- @@ -94,7 +93,7 @@ The following details are **not** copied: ## Can I duplicate multiple reports at once? -Yes. On the Reports search page, select two or more reports that you submitted, click **Selected**, then choose **Duplicate reports**. A duplicate is created for each selected report. +Yes. On the Reports search page, select two or more reports that you submitted, then choose **Duplicate reports**. On web the action sits in the bulk action bar at the bottom of the list, behind **More** if the bar has no room to show it as a button. On mobile, tap **Selected** to find it. A duplicate is created for each selected report. ## Are card expenses included in the duplicate? 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..dfbac9c3169b 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md @@ -39,11 +39,12 @@ Use edit multiple to update the same field across several expenses simultaneousl 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend > Expenses**. 2. Select 2 or more expenses using the checkboxes. -3. Click **Selected**. -4. Choose **Edit multiple**. -5. In the side panel, select the field you want to update. -6. Enter the new value. -7. Click **Save**. +3. Open **Edit multiple**: + - **Web:** In the bulk action bar at the bottom of the list, click **Edit multiple**. If you don't see it, click **More**, then **Edit multiple**. + - **Mobile:** Tap **Selected**, then tap **Edit multiple**. +4. In the side panel, select the field you want to update. +5. Enter the new value. +6. Click **Save**. **Note:** If editing is not allowed on a field for any of the selected expenses, that field will not be available for editing. @@ -63,12 +64,13 @@ Learn more about [dependent and independent multi-level Tags](/articles/new-expe 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend > Expenses**. 2. Select 2 or more expenses using the checkboxes. -3. Click **Selected**. -4. Choose **Edit multiple**. -5. Click **Attendees**. -6. Select attendees from **Recents**, **Contacts**, or enter a name, email, or phone number. -7. Click **Save**. -8. Click **Save** again to apply your changes to every selected expense. +3. Open **Edit multiple**: + - **Web:** In the bulk action bar at the bottom of the list, click **Edit multiple**. If you don't see it, click **More**, then **Edit multiple**. + - **Mobile:** Tap **Selected**, then tap **Edit multiple**. +4. Click **Attendees**. +5. Select attendees from **Recents**, **Contacts**, or enter a name, email, or phone number. +6. Click **Save**. +7. Click **Save** again to apply your changes to every selected expense. --- ## What expense fields can be edited diff --git a/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md b/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md index 1e1b8d00e6c6..76a277ea8396 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md +++ b/docs/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page.md @@ -1,7 +1,7 @@ --- title: Getting Started with the Spend Page description: Learn how to use the Spend page in New Expensify to view, filter, and manage your expense data using report previews, tables, filters, and smart suggestions. -keywords: [New Expensify, Spend page, report preview, report table, filters, advanced filters, smart suggestions, expense management, add expenses, bulk actions, date range, search, expenses missing, Spend navigation, inline editing, edit expense inline, filter popover, apply filters, reset filters, total spend, total spend currency, change currency, currency converter, multi-currency total] +keywords: [New Expensify, Spend page, report preview, report table, filters, advanced filters, smart suggestions, expense management, add expenses, bulk actions, bulk action bar, select multiple expenses, More menu, clear selection, date range, search, expenses missing, Spend navigation, inline editing, edit expense inline, filter popover, apply filters, reset filters, total spend, total spend currency, change currency, currency converter, multi-currency total] --- The Spend page in New Expensify gives you a full list of your reports and related expenses. From the Spend page you can explore, filter, and export your expense data. @@ -124,6 +124,20 @@ The currency picker can't be opened in these cases: --- +## How to use the bulk action bar on the Expenses and Reports pages + +On web, selecting one or more rows on the **Expenses** or **Reports** page opens a bulk action bar that floats over the bottom of the list. The bar shows how many rows you selected, the actions available for that selection, and a close button. + +- The bar shows up to three actions as buttons, and fewer in a smaller window. Any remaining actions move behind **More**, so open **More** if you don't see the action you want. +- An action with further choices behind it, such as **Export**, opens its own menu above the bar. +- While Expensify is still counting a **Select all** selection, the bar shows a spinner in place of the count until the total arrives. +- When a selection has no actions available, the bar explains why instead of showing buttons. +- To clear the selection, click the close button at the right end of the bar or press **Esc**. + +The bulk action bar is only on web. On mobile, and in a browser window narrow enough to use the mobile layout, selecting rows shows the **Selected** dropdown instead. Selecting expenses inside a report also uses the **Selected** dropdown rather than the bar. + +--- + # Filters ## How to apply filters in New Expensify diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Delete-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Delete-Expenses.md index 80a543a45325..4e526ed77077 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Delete-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Delete-Expenses.md @@ -25,7 +25,9 @@ Most expenses can be deleted directly. If an expense is on a submitted report or 1. In the navigation tabs (on the left on web, on the bottom on mobile) select **Spend** > **Expenses**. 2. Select the expenses you want to delete. -3. Choose **Selected**, then **Delete**. +3. Select **Delete**: + - **Web:** In the bulk action bar at the bottom of the list, select **Delete**. If you don't see it, select **More**, then **Delete**. + - **Mobile:** Tap **Selected**, then tap **Delete**. **Note:** You can only delete your own Unreported, Draft, and Outstanding expenses. You can’t delete expenses created by other members. @@ -81,7 +83,9 @@ Deleted expenses are not permanently removed. You can find and restore them from 1. In the navigation tabs (on the left on web, on the bottom on mobile) select **Spend** > **Expenses**. 2. Filter by **Status** = **Deleted** and click **Apply**. 3. Select the expenses you want to restore using the checkboxes. -4. Choose **Selected**, then **Undelete**. +4. Select **Undelete**: + - **Web:** In the bulk action bar at the bottom of the list, select **Undelete**. If you don't see it, select **More**, then **Undelete**. + - **Mobile:** Tap **Selected**, then tap **Undelete**. The restored expenses return to your account. diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense.md index ffdb7b5a68bc..36909a33e9d5 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense.md @@ -47,7 +47,7 @@ You can select multiple eligible expenses and duplicate them all in one action. 1. In the navigation tabs on the left, click **Spend > Expenses**. 2. Select two or more cash, distance, or per diem expenses that you created. -3. Click **Selected**, then **Duplicate expenses**. +3. In the bulk action bar at the bottom of the list, click **Duplicate expenses**. If you don't see it, click **More**, then **Duplicate expenses**. **On mobile** @@ -59,9 +59,9 @@ You can select multiple eligible expenses and duplicate them all in one action. Each selected expense is duplicated individually. The same rules apply as for single duplication — card expenses, scanning expenses, per diem expenses without dates, and expenses you did not submit are excluded from selection. --- diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md index fa9f36cbf0f9..262a0cb899bf 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md @@ -28,9 +28,10 @@ You'll receive the exported CSV file in a message from Concierge. 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend** > **Expenses**. 2. Select the checkbox next to each expense you want to export, or use the top checkbox to select all. -3. Select **Selected** at the top. -4. Select **Export**. -5. Choose an export template from the menu that appears. +3. Open **Export**: + - **Web:** In the bulk action bar at the bottom of the list, select **Export**. If you don't see it, select **More**, then **Export**. + - **Mobile:** Tap **Selected**, then tap **Export**. +4. Choose an export template from the menu that appears. You'll receive the exported CSV file in a message from Concierge. @@ -40,9 +41,10 @@ You can download the receipts attached to your selected expenses in a single ZIP 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend** > **Expenses**. 2. Select the checkbox next to each expense whose receipt you want to download, or use the top checkbox to select all. -3. Select **Selected** at the top. -4. Select **Download receipts**. -5. Wait for the files to finish preparing. The zip file downloads automatically when it's ready. If it doesn't, select **Download file** to save it to your device. +3. Open **Download receipts**: + - **Web:** In the bulk action bar at the bottom of the list, select **Download receipts**. If you don't see it, select **More**, then **Download receipts**. + - **Mobile:** Tap **Selected**, then tap **Download receipts**. +4. Wait for the files to finish preparing. The zip file downloads automatically when it's ready. If it doesn't, select **Download file** to save it to your device. **Note:** **Download receipts** only appears when at least one selected expense has a receipt. Deleted expenses are not included in the download. @@ -53,9 +55,10 @@ Use **Export current view** to download a CSV that matches the columns currently 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend** > **Expenses**. 2. Select **Display**, then select **Edit columns** to choose which columns appear on the page. 3. Select the checkbox next to each expense you want to export, or use the top checkbox to select all. -4. Select **Selected** at the top. -5. Select **Export**. -6. Select **Export current view**. +4. Open **Export**: + - **Web:** In the bulk action bar at the bottom of the list, select **Export**. If you don't see it, select **More**, then **Export**. + - **Mobile:** Tap **Selected**, then tap **Export**. +5. Select **Export current view**. The CSV includes one row per expense using the same columns displayed on the page. When a **Group by** filter is applied, the CSV keeps each group as its own section and uses the columns currently shown on the page. diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md index 20b83eb9468a..ecd2b8c61fc7 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md @@ -29,9 +29,10 @@ You'll receive the exported CSV file in a message from Concierge. 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend > Reports**. 2. Select the checkbox next to each report you want to export, or use the top checkbox to select all. -3. Select **Selected** at the top. -4. Select **Export**. -5. Choose an export template from the menu that appears. +3. Open **Export**: + - **Web:** In the bulk action bar at the bottom of the list, select **Export**. If you don't see it, select **More**, then **Export**. + - **Mobile:** Tap **Selected**, then tap **Export**. +4. Choose an export template from the menu that appears. You'll receive the exported CSV file in a message from Concierge. @@ -42,9 +43,10 @@ Use **Export current view** to download a CSV that matches the columns currently 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend > Reports**. 2. Select **Display**, then select **Edit columns** to choose which columns appear on the page. 3. Select the checkbox next to each report you want to export, or use the top checkbox to select all. -4. Select **Selected** at the top. -5. Select **Export**. -6. Select **Export current view**. +4. Open **Export**: + - **Web:** In the bulk action bar at the bottom of the list, select **Export**. If you don't see it, select **More**, then **Export**. + - **Mobile:** Tap **Selected**, then tap **Export**. +5. Select **Export current view**. The CSV uses the same columns displayed on the page. @@ -82,9 +84,10 @@ For reports on a Submit workspace, the PDF also includes an **Approve or Pay** b 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend > Reports**. 2. Select the checkbox next to each report you want to download, or use the top checkbox to select all. -3. Select **Selected** at the top. -4. Select **Download reports**. -5. Wait for the files to finish preparing, then select **Download file** to save them to your device. You can also select **Send me the file when it's ready** to have Concierge send the files to you in a chat message instead. +3. Select **Download reports**: + - **Web:** In the bulk action bar at the bottom of the list, select **Download reports**. If you don't see it, select **More**, then **Download reports**. + - **Mobile:** Tap **Selected**, then tap **Download reports**. +4. Wait for the files to finish preparing, then select **Download file** to save them to your device. You can also select **Send me the file when it's ready** to have Concierge send the files to you in a chat message instead. Each report downloads as its own PDF, including all expenses, attached receipts, and report notes. @@ -106,9 +109,10 @@ You can download the receipts on several reports at once in a single ZIP file. 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend > Reports**. 2. Select the checkbox next to each report whose receipts you want to download, or use the top checkbox to select all. -3. Select **Selected** at the top. -4. Select **Download receipts**. -5. Wait for the files to finish preparing. The zip file downloads automatically when it's ready. If it doesn't, select **Download file** to save it to your device. +3. Select **Download receipts**: + - **Web:** In the bulk action bar at the bottom of the list, select **Download receipts**. If you don't see it, select **More**, then **Download receipts**. + - **Mobile:** Tap **Selected**, then tap **Download receipts**. +4. Wait for the files to finish preparing. The zip file downloads automatically when it's ready. If it doesn't, select **Download file** to save it to your device. **Note:** **Download receipts** only appears when at least one selected report has an expense with a receipt. @@ -138,7 +142,7 @@ It does not apply to: ## Why don't I see Download receipts on a report? -**Download receipts** only appears when at least one expense has a receipt attached. In a single report's **More** menu, it appears when that report has an expense with a receipt. When you select multiple reports and open **Selected**, it appears only if at least one selected report has an expense with a receipt. If none of the expenses have receipts, the option is hidden. +**Download receipts** only appears when at least one expense has a receipt attached. In a single report's **More** menu, it appears when that report has an expense with a receipt. When you select multiple reports, it appears in the bulk actions only if at least one selected report has an expense with a receipt. If none of the expenses have receipts, the option is hidden. ## What happens if some receipts fail to download? diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses.md index 2612f7138b48..4291e33b70ae 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses.md @@ -56,7 +56,9 @@ Use this method when you already see both duplicate expenses on the Expenses pag 1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Spend > Expenses**. 2. Select two expenses to merge. -3. Choose **Selected**, then select **Merge**. +3. Select **Merge**: + - **Web:** In the bulk action bar at the bottom of the list, select **Merge**. If you don't see it, select **More**, then **Merge**. + - **Mobile:** Tap **Selected**, then tap **Merge**. 4. If both expenses have receipts, select the one you want to keep. 5. Choose which expense details to apply to the final expense. 6. Select **Merge expenses**. diff --git a/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md index 23b5bb5425ce..5188b085e682 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md @@ -23,9 +23,8 @@ Expensify offers flexible options to search and export expenses and reports in v 1. In the navigation tabs (on the left on web, and at the bottom on mobile) on the left, select **Spend** > **Reports**. 2. Check the box next to the expenses or reports you want to export, or use the top checkbox to select all. -3. Click **Selected** at the top. -4. Select **Export** from the dropdown. -5. Choose one of the following options: +3. In the bulk action bar at the bottom of the list, click **Export**. If you don't see it, click **More**, then **Export**. +4. Choose one of the following options: - **Basic Export** – Simplified, essential fields (date, amount, merchant, category, receipt URL). - **All Data – Expense Level Export** – One row per expense with full data. - **All Data – Report Level Export** – One row per report with summary data. @@ -51,7 +50,7 @@ Expensify offers flexible options to search and export expenses and reports in v # Export your current filtered view -To export exactly what you see on the Spend page, select **Export** from the bulk actions menu, then choose **Current view**. The resulting CSV reflects your active filters, column configuration, and ordering—no additional processing needed. +To export exactly what you see on the Spend page, select **Export** from the bulk actions, then choose **Current view**. The resulting CSV reflects your active filters, column configuration, and ordering—no additional processing needed. The exported file is named `Expensify__.csv`. @@ -65,7 +64,9 @@ When you group expenses on the **Spend** page, you can export the grouped result 2. Click **Display**, then select **Group by** and choose how to group your expenses (for example, **Category**, **Merchant**, **Tag**, or **Card**). 3. Click **Apply**. 4. Check the box next to the groups you want to export, or use the top checkbox to select all. -5. Click the selection button at the top (for example, **1 selected**). +5. Select **Export**: + - **Web:** In the bulk action bar at the bottom of the list, click **Export**. If you don't see it, click **More**, then **Export**. + - **Mobile:** Tap **Selected**, then tap **Export**. 6. Select **Current view**. In the exported file: @@ -92,8 +93,9 @@ You can download a single report or multiple reports as PDFs. Each PDF includes 1. In the navigation tabs (on the left on web, on the bottom on mobile), then select **Spend** > **Reports**. 2. Check the box next to each report you want to download, or use the top checkbox to select all. -3. Click **Selected**. -4. Select **Download reports**. +3. Select **Download reports**: + - **Web:** In the bulk action bar at the bottom of the list, click **Download reports**. If you don't see it, click **More**, then **Download reports**. + - **Mobile:** Tap **Selected**, then tap **Download reports**. A status window appears while your files are prepared. When they're ready, the download starts automatically. If it doesn't, click **Download file**. You can also click **Send me the file when it's ready** to have **Concierge** send the files to you in a chat message instead. @@ -107,15 +109,17 @@ You can download the receipt images from selected expenses or reports as a singl 1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Spend** > **Reports**. 2. Check the box next to each report whose receipts you want to download, or use the top checkbox to select all. -3. Click **Selected**. -4. Select **Download receipts**. +3. Select **Download receipts**: + - **Web:** In the bulk action bar at the bottom of the list, click **Download receipts**. If you don't see it, click **More**, then **Download receipts**. + - **Mobile:** Tap **Selected**, then tap **Download receipts**. ## Download receipts from the Expenses page 1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Spend** > **Expenses**. 2. Check the box next to each expense whose receipts you want to download, or use the top checkbox to select all. -3. Click **Selected**. -4. Select **Download receipts**. +3. Select **Download receipts**: + - **Web:** In the bulk action bar at the bottom of the list, click **Download receipts**. If you don't see it, click **More**, then **Download receipts**. + - **Mobile:** Tap **Selected**, then tap **Download receipts**. A status window appears while your receipts are gathered into a ZIP file. When it's ready, the download starts automatically. If it doesn't, click **Download file**. You can also click **Send me the file when it's ready** to have **Concierge** send the file to you in a chat message instead. @@ -165,7 +169,7 @@ When you download multiple reports as PDFs, a message tells you how many of the ## Can I download receipts in bulk? -Yes. On the **Spend** page, select multiple expenses or reports, click **Selected**, then choose **Download receipts**. The receipts are packaged into a single ZIP file. +Yes. On the **Spend** page, select multiple expenses or reports, then choose **Download receipts**. On web the action sits in the bulk action bar at the bottom of the list, behind **More** if the bar has no room to show it as a button. On mobile, tap **Selected** to find it. The receipts are packaged into a single ZIP file. ## Why do I see "No receipts to download"?