From 1a599aaa6bc65e5c2ddc8ed6e190afe93c125b22 Mon Sep 17 00:00:00 2001 From: "X Developer (via MelvinBot)" Date: Tue, 7 Jul 2026 18:24:09 +0000 Subject: [PATCH 1/5] Docs: update inline table cell editing to reflect edit icon behavior Co-authored-by: X Developer --- .../new-expensify/reports-and-expenses/Edit-Expenses.md | 2 +- .../Getting-Started-with-the-Spend-Page.md | 2 +- .../reports-and-expenses/Managing-Expenses-in-a-Report.md | 7 ++++--- 3 files changed, 6 insertions(+), 5 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 38e829390c3f..211b756e0063 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md @@ -27,7 +27,7 @@ Expenses on Approved reports must be unapproved before they can be edited. Expen 4. Make your update. 5. Click **Save**. -**Tip (desktop only):** You can also edit an expense directly from the table without opening it. Click a **date**, **merchant**, **description**, **category**, **tag**, or **amount** cell to edit the value inline. Click outside the cell or press Enter to save. +**Tip (desktop only):** You can also edit an expense directly from the table without opening it. Hover over a **date**, **merchant**, **description**, **category**, **tag**, or **amount** cell and click the edit icon (pencil) that appears to edit the value inline. Clicking anywhere else in the row opens the expense. Click outside the cell or press Enter to save. --- 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 a5e13b8ac6c6..d6e7f584e970 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 @@ -50,7 +50,7 @@ Each row represents an expense and includes: ## Available Actions on the Table - **Click an expense** to view or edit it in the right-hand panel -- **Edit a cell directly (desktop only):** Click a **date**, **merchant**, **description**, **category**, **tag**, or **amount** cell to edit the value inline without opening the expense details. Click outside the cell or press Enter to save. +- **Edit a cell directly (desktop only):** Hover over a **date**, **merchant**, **description**, **category**, **tag**, or **amount** cell and click the edit icon (pencil) that appears to edit the value inline without opening the expense details. Clicking anywhere else in the row opens the expense. Click outside the cell or press Enter to save. - **Select multiple expenses** using checkboxes, then apply bulk actions such as: - **Move to another report:** When you need to have multiple reports or need to break up expenses across multiple weeks or months. - **Download:** For exporting to a CSV file for analysis or to share with your accountant. diff --git a/docs/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report.md b/docs/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report.md index 1c9106182445..58146baf8285 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report.md +++ b/docs/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report.md @@ -119,9 +119,10 @@ Comments update live for everyone with access to the report. On desktop, you can edit certain expense fields directly in the table without opening the expense details: -1. Click a **date**, **merchant**, **description**, **category**, or **amount** cell in the expense table. -2. Edit the value using the inline editor that appears (a text input, date picker, or category picker depending on the field). -3. Click outside the cell or press Enter to save your changes. +1. Hover over a **date**, **merchant**, **description**, **category**, or **amount** cell in the expense table. +2. Click the edit icon (pencil) that appears in the cell. Clicking anywhere else in the row opens the expense instead. +3. Edit the value using the inline editor that appears (a text input, date picker, or category picker depending on the field). +4. Click outside the cell or press Enter to save your changes. **Note:** Inline editing is only available on desktop (wide layout). On mobile, tap the expense row to open the full details screen. From 0a48ca7c55ed9dc515c5046d91edde221ddb1ca7 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Thu, 9 Jul 2026 16:48:18 -1000 Subject: [PATCH 2/5] Update Edit-Expenses.md --- .../new-expensify/reports-and-expenses/Edit-Expenses.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 211b756e0063..09d9d534c1ed 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md @@ -27,7 +27,7 @@ Expenses on Approved reports must be unapproved before they can be edited. Expen 4. Make your update. 5. Click **Save**. -**Tip (desktop only):** You can also edit an expense directly from the table without opening it. Hover over a **date**, **merchant**, **description**, **category**, **tag**, or **amount** cell and click the edit icon (pencil) that appears to edit the value inline. Clicking anywhere else in the row opens the expense. Click outside the cell or press Enter to save. +**Tip (desktop only):** You can also edit an expense directly from the table without opening it. Hover over a **date**, **merchant**, **description**, **category**, **tag**, or **amount** cell and click the pencil icon that appears to edit the value inline. Clicking anywhere else in the row opens the expense. Click outside the cell or press Enter to save. --- From c69f76e6f44c16461024c0ca973b61eb0c12a0e2 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Thu, 9 Jul 2026 16:49:24 -1000 Subject: [PATCH 3/5] Update Edit-Expenses.md --- .../new-expensify/reports-and-expenses/Edit-Expenses.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 09d9d534c1ed..17535c5e137b 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md @@ -27,7 +27,7 @@ Expenses on Approved reports must be unapproved before they can be edited. Expen 4. Make your update. 5. Click **Save**. -**Tip (desktop only):** You can also edit an expense directly from the table without opening it. Hover over a **date**, **merchant**, **description**, **category**, **tag**, or **amount** cell and click the pencil icon that appears to edit the value inline. Clicking anywhere else in the row opens the expense. Click outside the cell or press Enter to save. +On the web, you can also edit an expense directly from the table without opening it. Hover over **date**, **merchant**, **description**, **category**, **tag**, or **amount** and click the pencil icon that appears to edit the value inline. --- From 3150de7e0183f8cf010ed5add6c25e83ebde266f Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Thu, 9 Jul 2026 16:50:51 -1000 Subject: [PATCH 4/5] Clarify inline editing instructions for expenses Updated instructions for editing cells in the expense table for clarity and conciseness. --- .../reports-and-expenses/Getting-Started-with-the-Spend-Page.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 d6e7f584e970..64a1f4aafbd7 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 @@ -50,7 +50,7 @@ Each row represents an expense and includes: ## Available Actions on the Table - **Click an expense** to view or edit it in the right-hand panel -- **Edit a cell directly (desktop only):** Hover over a **date**, **merchant**, **description**, **category**, **tag**, or **amount** cell and click the edit icon (pencil) that appears to edit the value inline without opening the expense details. Clicking anywhere else in the row opens the expense. Click outside the cell or press Enter to save. +- **Edit a cell directly:** Hover over **date**, **merchant**, **description**, **category**, **tag**, or **amount** and click the pencil icon to edit the value inline without opening the expense details. - **Select multiple expenses** using checkboxes, then apply bulk actions such as: - **Move to another report:** When you need to have multiple reports or need to break up expenses across multiple weeks or months. - **Download:** For exporting to a CSV file for analysis or to share with your accountant. From dcb6e5320a924986f57b21f038f2d621026687a6 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Thu, 9 Jul 2026 16:51:29 -1000 Subject: [PATCH 5/5] Update Managing-Expenses-in-a-Report.md --- .../Managing-Expenses-in-a-Report.md | 11 ----------- 1 file changed, 11 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report.md b/docs/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report.md index 58146baf8285..7cd2c3099980 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report.md +++ b/docs/articles/new-expensify/reports-and-expenses/Managing-Expenses-in-a-Report.md @@ -115,17 +115,6 @@ Every report has a comment thread where you can: Comments update live for everyone with access to the report. -## How to edit expenses inline on desktop - -On desktop, you can edit certain expense fields directly in the table without opening the expense details: - -1. Hover over a **date**, **merchant**, **description**, **category**, or **amount** cell in the expense table. -2. Click the edit icon (pencil) that appears in the cell. Clicking anywhere else in the row opens the expense instead. -3. Edit the value using the inline editor that appears (a text input, date picker, or category picker depending on the field). -4. Click outside the cell or press Enter to save your changes. - -**Note:** Inline editing is only available on desktop (wide layout). On mobile, tap the expense row to open the full details screen. - --- # FAQ