[MelvinBot]

Explanation of Change

Use a floating action bar for bulk actions replaced the wide-layout bulk actions UI on the Search pages. Selecting rows no longer swaps the search input and filter chips for a green Selected dropdown in the header. Instead, the search box and filters stay visible and a floating bar appears at the bottom of the list with the selection count, the highest-priority actions as buttons, a More menu for the rest, and a close icon that clears the selection.

Narrow layouts (mobile and mWeb) are unchanged — they still use the Selected dropdown. The report view is also unchanged and out of scope.

The help site told web readers to click Selected at the top of the page, which no longer exists on a wide screen. This PR updates every affected step to describe the bar on web while keeping the Selected instructions for mobile.

What changed

• Replaced web-facing "Click Selected at the top" steps with instructions that point at the bar at the bottom of the list, including the More fallback for actions that do not fit.
• Kept the mobile instructions as Selected, split out per platform where an article covers both.
• Updated the FAQ and prose references that named the old dropdown.
• Expanded the bulk actions note in Getting Started with the Spend Page to explain the bar once: the selection count, More, the filters staying visible, and how to clear the selection.
• Updated two screenshot placeholder comments that described the old dropdown.

Files changed

Article	Why
reports-and-expenses/Getting-Started-with-the-Spend-Page.md	Explains the bar; fixes the "bulk action menu" step
reports-and-expenses/How-to-Export-Expenses.md	3 export/download steps
reports-and-expenses/How-to-Export-Reports.md	4 export/download steps plus an FAQ
reports-and-expenses/Search-and-Download-Expenses.md	5 steps plus 2 prose references
reports-and-expenses/Edit-Expenses.md	2 Edit multiple steps
reports-and-expenses/Adding-Attendees.md	Edit multiple step plus prose
reports-and-expenses/How-to-Delete-Expenses.md	Delete and Undelete steps on the Expenses page
reports-and-expenses/How-to-Merge-Expenses.md	Merge from the Expenses page
reports-and-expenses/How-to-Duplicate-an-Expense.md	Web step plus screenshot placeholder
reports-and-expenses/Duplicate-a-Report.md	Web step, screenshot placeholder, FAQ
reports-and-expenses/Approve-Expenses.md	Change approver step
reports-and-expenses/Create-and-Submit-Reports.md	Move expenses step
wallet-and-payments/Reimbursement-Payment-Methods.md	Bulk Pay step
expensify-card/View-and-Reconcile-Expensify-Card-Expenses.md	Export and Download statement from the reconciliation view
getting-started/Free-Features-in-Expensify.md	Web CSV export step

Deliberately not changed

These use a different selection UI that this PR did not touch:

• reports-and-expenses/Managing-Expenses-in-a-Report.md and the in-report steps in How-to-Merge-Expenses.md / How-to-Delete-Expenses.md — the report view still uses the header dropdown.
• Workspace and settings lists (Configure-Per-Diem-in-a-workspace.md, Create-expense-categories.md, Create-and-manage-expense-tags.md, Set-distance-rates.md, Personal-Expense-Rules.md) and ai-agents/Create-and-Use-Custom-Agents.md.
• All mobile and mWeb steps.

How the UI was verified

Labels were checked against a live wide-layout web session rather than read off the diff:

• Expenses page, 2 rows selected: 2 selected, then Edit multiple, Export, Hold, More, and a close icon. The More menu held Merge, Move to report, Duplicate expenses, and Delete.
• Reports page, 2 rows selected: 2 selected, then Export, Download reports, Duplicate reports, Delete, and a close icon — no More at that action count.
• The search box and the Filters, Display, Save, and Create controls stayed visible while rows were selected.

Because which actions sit inline versus behind More depends on the action count and the window width, the steps name the action and add "select More if you don't see it" rather than hard-coding a position.

Authoring rules applied

Written against docs/HELPSITE_NAMING_CONVENTIONS.md, docs/HELP_AUTHORING_GUIDELINES.md, and docs/TEMPLATE.md: exact UI labels in bold with UI capitalization, separate web and mobile instructions where they now differ, no invented names for the bar (it has no visible label), no new headings, and existing article structure left intact.

Fixed Issues

$ #98651

Related PR: Use a floating action bar for bulk actions

Tests

Docs-only change. No app code is touched.

1. Open each changed article on the help site preview.
2. Confirm the numbered steps are sequential and the platform split reads correctly.
3. Follow one web flow end to end (for example, Spend > Expenses > select 2 rows > Export) and confirm the steps match the product.

QA Steps

• Same as tests.

Screenshots/Videos

N/A — documentation only.

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@Krishna2323, please review the files changed and confirm they reflect the current behavior. Then post a new comment saying @MelvinBot mark this PR as ready for review.

[stephanieelliott]

Handling in #101957

[stephanieelliott]

@MelvinBot can you check this product change PR again, and confirm whether all required updates have been made? If there are pages that still need to be updated, please commit them directly on this PR

[MelvinBot]

One page still needed an update, and I pushed that change to this PR. Every other help article affected by Use a floating action bar for bulk actions is now covered.

Fixed in cc41cf2: The Web section of "How to submit multiple expense reports at once" still told readers to click the X selected button. It now points to the bar at the bottom of the list, with More as the fallback (Create-and-Submit-Reports.md:45). This section was added to main after the first pass. Submit comes from the same bulk-actions hook that feeds the bar, so it shows up there.

What I checked

• The 12 articles in this PR: Every web step points to the bar, and every mobile step still says Selected.
• The 3 articles that dropped out of this PR's diff: Main already has the bar wording in Reimbursement-Payment-Methods.md, View-and-Reconcile-Expensify-Card-Expenses.md, and Free-Features-in-Expensify.md. The last two were rewritten by the consolidation PRs [No QA] Consolidated help docs: new-expensify/expensify-card and [No QA] Consolidated help docs: new-expensify/getting-started.
• Left as is, because PR 100291 didn't change these views:
  • The in-report steps in Managing-Expenses-in-a-Report.md, How-to-Merge-Expenses.md, and How-to-Delete-Expenses.md.
  • The workspace and settings lists: tags, categories, distance rates, taxes, per diem, Expensify Card list export, and personal expense rules.
  • Custom agents.
  • The NetSuite subsidiary settings.
  • All mobile steps.

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view run

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://c05b72bb.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/reports-and-expenses/Adding-Attendees
• articles/new-expensify/reports-and-expenses/Approve-Expenses
• articles/new-expensify/reports-and-expenses/Create-and-Submit-Reports
• articles/new-expensify/reports-and-expenses/Duplicate-a-Report
• articles/new-expensify/reports-and-expenses/Edit-Expenses
• articles/new-expensify/reports-and-expenses/Getting-Started-with-the-Spend-Page
• articles/new-expensify/reports-and-expenses/How-to-Delete-Expenses
• articles/new-expensify/reports-and-expenses/How-to-Duplicate-an-Expense
• articles/new-expensify/reports-and-expenses/How-to-Export-Expenses
• articles/new-expensify/reports-and-expenses/How-to-Export-Reports
• articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses
• articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses

[stephanieelliott]

Handled elsewhere.