Merge pull request Expensify#88247 from Expensify/helpsite-bulk-edit-expenses

[No QA] Helpsite updates for bulk edit expenses

Author: heyjennahay

docs/articles/new-expensify/reports-and-expenses/Edit-Expense-Reports.md

@@ -0,0 +1,81 @@
+---
+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]
+internalScope: Audience is all members. Covers editing expenses individually and in bulk editing multiple expenses at once. Does not cover creating, submitting or reopening reports. 
+---
+
+# Edit Expenses 
+
+You can edit a single expense from within a report, or update multiple expenses at once using bulk edit. Both options let you change details like merchant, category, amount, and more.
+
+## Who can edit expenses
+
+- **All members**: Can edit expenses on their own Draft or Outstanding reports.
+- **Current approver**: Can edit expenses on Outstanding reports pending their approval.
+- **Workspace Admin**: Can edit expenses on any Draft or Outstanding report on the Workspace.
+
+Expenses on Approved reports must be unapproved before they can be edited. Expenses on Paid and Done reports cannot be edited. 
+
+---
+
+## How to edit a single expense
+
+1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend > Expenses**. 
+2. Select the expense to open it. 
+3. Select the field you want to edit. 
+4. Make your update. 
+5. Click **Save**.
+
+---
+
+## How to edit multiple expenses at once
+
+Use edit multiple to update the same field across several expenses simultaneously.
+
+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**.
+
+**Note:** If editing is not allowed on a field for any of the selected expenses, that field will not be available for editing. 
+
+---
+## What expense fields can be edited 
+
+On Draft and Outstanding reports, you can edit: 
+
+ - Amount (cash expenses only)
+ - Description
+ - Merchant
+ - Date
+ - Other fields like Category, Tag and Attendees
+
+**Note:** Expenses on Approved reports must be unapproved before they can be edited. Expenses on Paid or Done reports cannot be edited. [Learn how to unapprove a report](/articles/new-expensify/reports-and-expenses/Approve-Expenses).
+
+---
+
+## What happens after you edit expenses 
+
+- Edits apply to all selected expenses.
+- Changes are saved immediately for each expense.
+- Existing values are overwritten with the new values you enter.
+
+---
+
+# FAQ
+
+## Can I edit expenses on Paid and Done reports? 
+
+No, Paid or Done reports are locked and cannot be reopened for editing. 
+
+## Why are some fields not editable in the Edit multiple panel?
+
+If a field is restricted for any selected expense (for example, amount on a card expense), it will be disabled in the **Edit multiple** panel.
+
+## Why can't I see the Edit multiple option?
+
+**Edit multiple** only appears when you select 2 or more Unreported, Draft, or Outstanding expenses that have at least one editable field.

docs/articles/new-expensify/reports-and-expenses/Edit-Expenses.md

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+---
+title: Edit Reports
+description: Retract a submitted expense report to make changes, update expenses, and resubmit.
+keywords: [New Expensify, edit expense report, retract report, update submitted report, resubmit expense report, exported report changes]
+internalScope: Audience is Members and Workspace Admins. Covers retracting and updating submitted expense reports. Does not cover creating reports or detailed expense editing workflows.
+---
+
+# Edit Reports 
+
+If you submitted a report too early or need to make changes, you can edit it by retracting the report using **Retract**. This returns the report to the Draft state so you can update expenses, receipts, or details before submitting again.
+
+If you want to edit an expense on a report, [learn how to edit expenses](/articles/new-expensify/reports-and-expenses/Edit-Expenses). 
+
+---
+
+## Who can retract a report 
+
+- **All members**: Can retract their own Outstanding and Done reports. 
+- **Current approver**: Can retract Outstanding reports pending their approval.
+- **Workspace Admin**: Can retract any Done report on the Workspace.
+
+**Note:** Approved reports can't be retracted, they must be unapproved first. [Learn how to unapprove a report](/articles/new-expensify/reports-and-expenses/Approve-Expenses).
+
+---
+
+## How to retract a report 
+
+1. In the navigation tabs (on the left on web, on the bottom on mobile) go to **Spend > Reports**.
+2. Open the Outstanding or Done report you want to retract.
+3. Choose **More**.
+4. Select **Retract**.
+
+---
+
+## What happens after you retract a report
+
+- The report status will change to Draft.
+- A Retracted message appears in the report activity.
+- You can update, add, remove, or move expenses.
+- You can resubmit the report when ready.
+
+---
+
+# FAQ
+
+## Why can't I retract a report?
+
+You can’t retract a report that is already Approved or Paid. To make changes to an Approved report, the report will need to be unapproved first. Paid reports can't be retracted. 
+
+## What happens if I retract and edit a report after it’s exported to an accounting system?
+
+You’ll see a warning before retracting. Retracting may cause data mismatches, and any changes made after retraction won’t sync to the accounting system. You’ll need to manually reconcile those updates.
+
+## When should I retract a report?
+
+Retracting a report is useful when: 
+
+- You submitted a report too early  
+- Expenses were added by mistake  
+- Additional receipts or notes are needed  
+- You want to move expenses to a different report or create a new report  

docs/articles/new-expensify/reports-and-expenses/Edit-Reports.md

@@ -969,6 +969,7 @@ https://help.expensify.com/articles/new-expensify/connect-credit-cards/Commercia
 https://help.expensify.com/articles/new-expensify/connect-credit-cards/Company-Card-Settings,https://help.expensify.com/articles/new-expensify/connect-credit-cards/Configure-Company-Card-Settings
 https://help.expensify.com/articles/new-expensify/connect-credit-cards/Direct-feeds,https://help.expensify.com/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection
 https://help.expensify.com/articles/new-expensify/connect-credit-cards/Personal-Cards,https://help.expensify.com/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards
+https://help.expensify.com/articles/new-expensify/reports-and-expenses/Edit-Expense-Reports,https://help.expensify.com/articles/new-expensify/reports-and-expenses/Edit-Reports
 https://help.expensify.com/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Reports-Page,https://help.expensify.com/articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page
 https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-Search-on-the-Reports-Page,https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-Search-on-the-Spend-Page
 https://help.expensify.com//articles/expensify-classic/settings/Close-or-reopen-account, https://help.expensify.com//articles/expensify-classic/settings/Close-Your-Expensify-Account