[Due for payment 2026-08-08] [CFI] NEW FEATURE: Add Expensify Card statement download to NewDot

[m-natarajan]

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Version Number: 9.3.18-2
Reproducible in staging?: Y
Reproducible in production?: Y
If this was caught during regression testing, add the test name, ID and link from BrowserStack:
Email or phone of affected tester (no customers):
Logs: https://stackoverflow.com/c/expensify/questions/4856
Expensify/Expensify Issue URL:
Issue reported by: @joekaufmanexpensify
Slack conversation (hyperlinked to channel name): #Expensify Bugs

Action Performed:

1. Login to an admin account with the Expensify Card.
2. Go to Reports > Reconciliation > Expensify Card.
3. Set a specific date range.
4. Select all the settlements.
5. Open the bulk action menu and go to export.

Expected Result:

We show the option to download a PDF Expensify Card statement for that period, like we do from the settlements reconciliation tool in OldDot. Notes:

• We can reuse the same PDF statement as OldDot, see below. We just need to update the domain field to use the workspace name when applicable.
• We should only show this option when a user selects settlements from the same Expensify Card feed. So if they have multiple and select settlements from both, we wouldn't show this export option. That seems simplest compared to creating a new PDF.
• The Download statement PDF option should go in the bulk actions menu as a new option, rather than inside of Export.

Actual Result:

There's no option to download the PDF Expensify Card statement in NewDot.

Workaround:

Can the user still use Expensify without this being fixed? Have you informed them of the workaround?

Platforms:

Select the officially supported platforms where the issue was reproduced:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari

Screenshots/Videos

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Issue Owner

Current Issue Owner: @mallenexpensify

EXFY-19295

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @akinwale (External)

[melvin-bot]

Triggered auto assignment to @greg-schroeder (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO. Remember to draft any necessary HelpDot updates by following the instructions here.

[melvin-bot]

Triggered auto assignment to @NicMendonca (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.