Skip to content

[HOLD for payment 2024-11-18] [$500] Add Track expense follow up questions as rows in details view of a Tracked expense #51358

Closed

Description

@shawnborton

Problem: When a user Tracks an expense in NewDot, they are presented with four options at the end of the flow: send to someone, share with an accountant, categorize it, or do nothing for now. If a user decides to do nothing for now, they will never be able to send or share the expense in NewDot in the future if they change their mind because those options only appeared as a whisper message and will never reappear:
CleanShot 2024-10-23 at 20 46 37@2x

The only way they can do this is to switch back to Classic or to delete the expense and start over. This is bad because our core business strategy relies on users being able to easily send expenses to anyone to increase the viral nature of the product.

Solution: Add the track expense options into the details view of a tracked expense. We currently use the details view of an expense to surface other actions like Delete or Download, so this is a natural place to include the other missing track options. This will then allow users to go back to their tracked expenses and easily send them or share them when they wish.

image

Upwork Automation - Do Not Edit
  • Upwork Job URL: https://www.upwork.com/jobs/~021849411242829996514
  • Upwork Job ID: 1849411242829996514
  • Last Price Increase: 2024-10-31
  • Automatic offers:
    • aimane-chnaif | Reviewer | 104698287
Issue OwnerCurrent Issue Owner: @JmillsExpensify

Activity

  1. self-assigned this
    on Oct 23, 2024
  2. melvin-bot commented on Oct 23, 2024

    @melvin-bot

    @shawnborton the AutoAssignerTriage label has been deprecated. Please use Bug for issue triage. See https://stackoverflowteams.com/c/expensify/questions/14418 for more details.

  3. removed
    AutoAssignerTriageAuto assign issues for triage to an available triage team member
    on Oct 23, 2024
  4. removed
    AutoAssignerTriageAuto assign issues for triage to an available triage team member
    on Oct 23, 2024
  5. deleted a comment from melvin-bot on Oct 23, 2024
  6. deleted a comment from melvin-bot on Oct 23, 2024
  7. added
    BugSomething is broken. Auto assigns a BugZero manager.
    on Oct 23, 2024
  8. melvin-bot commented on Oct 23, 2024

    @melvin-bot

    Triggered auto assignment to @JmillsExpensify (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.

  9. 73 remaining items

  10. melvin-bot commented on Dec 3, 2024

    @melvin-bot

    @JmillsExpensify, @shawnborton, @thienlnam, @aimane-chnaif, @twilight2294 Huh... This is 4 days overdue. Who can take care of this?

  11. JmillsExpensify commented on Dec 4, 2024

    @JmillsExpensify
    Contributor

    Still waiting on the BZ checklist, specifically the regression test.

  12. melvin-bot commented on Dec 10, 2024

    @melvin-bot

    @JmillsExpensify, @shawnborton, @thienlnam, @aimane-chnaif, @twilight2294 Huh... This is 4 days overdue. Who can take care of this?

  13. JmillsExpensify commented on Dec 11, 2024

    @JmillsExpensify
    Contributor

    Still waiting on the BZ checklist. cc @aimane-chnaif

  14. melvin-bot commented on Dec 16, 2024

    @melvin-bot

    @JmillsExpensify, @shawnborton, @thienlnam, @aimane-chnaif, @twilight2294 Eep! 4 days overdue now. Issues have feelings too...

  15. melvin-bot commented on Dec 18, 2024

    @melvin-bot

    @JmillsExpensify, @shawnborton, @thienlnam, @aimane-chnaif, @twilight2294 6 days overdue. This is scarier than being forced to listen to Vogon poetry!

  16. JmillsExpensify commented on Dec 18, 2024

    @JmillsExpensify
    Contributor

    @aimane-chnaif I'm going to close this one. Please reach out to me via Slack when you have the BZ checklist ready. Thank you!

  17. mallenexpensify commented on Nov 11, 2025

    @mallenexpensify
    Contributor

    @aimane-chnaif paid, updated summary above.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Metadata

Metadata

Labels

Awaiting PaymentAuto-added when associated PR is deployed to productionBugSomething is broken. Auto assigns a BugZero manager.DailyKSv2ExternalAdded to denote the issue can be worked on by a contributorHigh Priority

Type

No type

Projects

Milestone

No milestone

Relationships

None yet

Development

No branches or pull requests

Issue actions