[stephanieelliott]

Summary

Consolidates 17 help doc PRs for new-expensify/getting-started into a single reviewable PR.

Included PRs

• [No QA] Docs updates for E/A#98780 remove Announcements section from Home #99128
• [No QA] Docs updates for E/A#98950 Mark all as read from Unread tab #99367
• [No QA] Docs updates for E/A#97967 Search Router Account settings navigation #99370
• [No QA] Docs updates for E/A#98336 document Home Concierge prompt box #99481
• [No QA] Docs updates for E/A#100007 Remove duplicate web tour link on Navigating New Expensify #100219
• [No QA] Docs updates for E/A#99516 Book travel now available from Search #100223
• Docs updates for E/A#99842 Getting started checklist for Submit workspaces #100340
• Docs updates for E/A#97972 Search suggestions for Workspace settings pages #100345
• [No QA] Docs updates for E/A#100323 rename Home For you section to To-dos #100631
• Docs updates for E/A#99830 Mark all as read on all Inbox tabs #100746
• [no QA] Docs updates for E/A#100215 manual expense flow no longer needs amount step #100752
• [no QA] Docs updates for E/A#99912 Home Concierge prompt box mention and emoji suggestions #100902
• [Hold for insightsPage beta] [No QA] Docs updates for E/A#100946 Add Go to Insights search shortcut #101134
• [No QA] Docs updates for E/A#99840 Document Mark all as read on Inbox tabs #101143
• [no QA] Docs updates for E/A#100604 overdue invoice alert on Home #101375
• [No QA] Docs updates for E/A#100291 floating bulk action bar replaces Selected dropdown #101612
• [No QA] Docs updates for E/A#100082 Submit workspace upgrade plan per feature #101627

Test plan

• Review combined doc changes for accuracy and conflicts
• Verify no duplicate or contradictory guidance within the folder
• No QA

[melvin-bot]

Concierge reviewer checklist:

• I have verified the accuracy of the article
  • The article is within a hub that makes sense, and the navigation is correct
  • All processes, screenshots, and examples align with current product behavior.
  • All links within the doc have been verified for correct destination and functionality.
• I have verified the readability of the article
  • The article's language is clear, concise, and free of jargon.
  • The grammar, spelling, and punctuation are correct.
  • The article contains at least one image, or that an image is not necessary
• I have verified the formatting of the article
  • The article has consistent formatting (headings, bullet points, etc.) with other HelpDot articles and that aligns with the HelpDot formatting standards.
  • The article has proper text spacing and breaks for readability.
• I have verified the article has the appropriate tone and style
  • The article's tone is professional, friendly, and suitable for the target audience.
  • The article's tone, terminology, and voice are consistent throughout.
• I have verified the overall quality of the article
  • The article is not missing any information, nor does it contain redundant information.
  • The article fully addresses user needs.
• I have verified that all requested improvements have been addressed

For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member?

cc @greg-schroeder

[melvin-bot]

@carlosmiceli @greg-schroeder One of you needs to copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

NOTE: It looks like docs/redirects.csv was modified in this PR. Please see this SO for special instructions on how to review changes to that file.

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR consolidates 17 help-doc PRs for the new-expensify/getting-started folder. The dominant theme is a coordinated rename of the For you section to To-dos and Time-sensitive to Time sensitive across multiple articles, the removal of the Upcoming travel and Domains-in-Search content, and the addition of new workflows (unpaid invoice alerts, Mark all as read from Inbox tabs, and Submit workspace premium-feature upgrades). A dedicated article was renamed from Understanding-the-For-you-Section.md to Understanding-the-To-dos-Section.md, with a matching redirect added. Overall the proposed changes are high quality and closely follow the governance specs.

Scores Summary

• Readability: 9/10 - Steps are sequential and action-oriented, UI labels are bolded, and explanatory content is concise and benefit-focused. The new Mark all as read and premium feature upgrade sections read clearly.
• AI Readiness: 9/10 - New and edited ## headings are task/question-based and feature-specific (e.g. How the To-dos section works on Home, What plan a Submit workspace upgrades to when you turn on a premium feature). The new Understanding-the-To-dos-Section.md keeps a single # title plus # FAQ, uses only ## sections, and includes an updated internalScope. Keywords and internalScope fields were correctly updated to drop removed topics (Upcoming travel, Domains).
• Style Compliance: 9/10 - UI labels use exact casing and bold formatting (To-dos, Time sensitive, Review, Create expense, Mark all as read, Create). The new Inbox section correctly provides separate Web:/Mobile: instructions per the navigation standards, and the screenshot placeholder uses the required HTML-comment format with a specific Purpose. Cross-links use descriptive anchor text and relative links, and a redirect was added for the renamed article.

Key Findings

• Strong consistency: the For you to To-dos rename is applied uniformly across the overview, both Classic-transition articles, and the dedicated section article, with a previously called For you note and a FAQ entry to preserve searchability.
• Governance-aligned additions: the Mark all as read section follows the separate web/mobile instruction rule and includes a properly formatted, justified screenshot suggestion; the removed Domains-in-Search content was cleanly excised along with its keywords/internalScope.
• Manual-expense step updates (reordering confirm recipient before amount, adding currency and required-field notes) are consistent across Free-Features, Join-your-company workspace, and Track-Personal-Expenses.
• Minor: In Free-Features-in-Expensify.md the surrounding ### Web / ### Mobile sub-headings are pre-existing (### is discouraged by the spec) but are outside this diff, so not scored here. If touched later, consider flattening to the web/mobile pattern used in the newer articles.
• Minor: A couple of cross-links in Track-Personal-Expenses.md still use full help.expensify.com URLs rather than relative links, but those lines are unchanged context, not part of this proposal.

Recommendations

• No blocking issues. The proposed changes are ready to merge from a documentation-standards standpoint.
• Verify the new relative links resolve (e.g. Understanding-the-To-dos-Section, the billing what-is-a-workspace-owner anchor, and the renamed Fix-a-Broken-Company-Card-Feed-Connection / Assign-Company-Cards paths in the Admins transition doc).
• Confirm the Time sensitive spacing/casing exactly matches the product UI, since the rename hinges on that label being authoritative.

Files Reviewed

• Expensify-Home-Overview.md - Rename + unpaid-invoice content; compliant, metadata updated.
• Free-Features-in-Expensify.md - Manual expense + export step updates; compliant (pre-existing ### untouched).
• Join-your-company workspace.md - Manual expense step updates; compliant.
• Navigating-New-Expensify.md - New Mark all as read section, Domains content removed; compliant.
• Submit-Workspace.md - New premium-feature upgrade section; compliant, task-based heading.
• Track-Personal-Expenses.md - Manual expense step + required-field note; compliant.
• Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md - Rename applied; compliant.
• Coming-from-Expensify-Classic-for-Workspace-Admins.md - Rename + link updates; compliant.
• Understanding-the-For-you-Section.md - Deleted (superseded).
• Understanding-the-To-dos-Section.md - New article; compliant structure, headings, and metadata.
• redirects.csv - Redirect added for renamed article; correct.

Note: Detailed line-by-line feedback has been provided as inline comments.

[chatgpt-codex-connector]

💡 Codex Review

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Reviewed commit: 00f018b4aa

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• Mark a draft as ready
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[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR consolidates 17 help-doc changes for new-expensify/getting-started. The dominant change is renaming the For you section to To-dos across Home-related articles, retiring Understanding-the-For-you-Section.md in favor of a new Understanding-the-To-dos-Section.md, adding a redirect, removing Domains-specific navigation content from the Navigating article, adding a Submit-workspace premium-upgrade section, and correcting expense-creation step order (confirm recipient before entering amount/currency). The changes are consistent, terminology-aligned, and well governed.

Scores Summary

• Readability: 9/10 - Clear, scannable prose and sequential, action-oriented steps. The new To-dos article and the reordered expense steps flow logically, and the added This field is required note is a helpful clarification.
• AI Readiness: 9/10 - The new article has complete YAML (including a well-scoped internalScope), a single H1 title plus a # FAQ, task-based ## headings, and descriptive relative cross-links. Keywords and internalScope were updated in the Expensify-Home-Overview and Navigating articles to match the renamed feature and reduced scope.
• Style Compliance: 9/10 - UI labels are bolded and match the product (To-dos, Time sensitive, Create expense, View all expenses), the three dots (⋮) convention is used correctly, and the redirect for the renamed article is properly added.

Key Findings

• Consistent, complete rename: For you to To-dos is applied across Home, transition, and navigation articles, with a matching redirects.csv entry and a "What happened to the For you section?" FAQ that preserves searchability.
• New Understanding-the-To-dos-Section.md fully complies with authoring standards: task-based headings, correct heading hierarchy (# and ## only), single-workflow focus, and a screenshot placeholder with a specific, justified Purpose.
• Removing the Domains-in-Search content from Navigating-New-Expensify is a sound scope reduction; keywords and internalScope were trimmed to match.
• Minor: Join-your-company's-workspace.md uses **➕ Create** (emoji inside a bold label). Confirm this matches the exact UI label; per Core UI Referencing Rules, use the literal button text.
• Pre-existing ### Web/### Mobile H3 platform headings remain in a few files, but those lines are outside this diff and are not scored here.

Recommendations

• Verify the **➕ Create** label matches the product UI exactly; drop or adjust the emoji if the UI label differs.
• Confirm the two new cross-link targets resolve (the Fix-a-Broken-Company-Card-Feed-Connection and Assign-Company-Cards paths were changed in the Workspace-Admins transition doc).
• No blocking issues found — ready to merge after the above spot checks.

Files Reviewed

• Expensify-Home-Overview.md - Rename plus section reordering, metadata updated. Compliant.
• Free-Features-in-Expensify.md - Corrected step order and export path. Compliant.
• Join-your-company's-workspace.md - Corrected manual-expense steps; verify the ➕ Create label. Compliant.
• Navigating-New-Expensify.md - Removed Domains-in-Search content; metadata trimmed. Compliant.
• Submit-Workspace.md - Added premium-feature upgrade section with clear plan mapping. Compliant.
• Track-Personal-Expenses.md - Corrected steps; added required-field note. Compliant.
• Coming-from-Expensify-Classic-for-Submitters-and-Approvers.md - Rename applied. Compliant.
• Coming-from-Expensify-Classic-for-Workspace-Admins.md - Rename plus updated link targets. Compliant.
• Understanding-the-For-you-Section.md - Deleted (superseded). Redirect added.
• Understanding-the-To-dos-Section.md - New, fully compliant article.
• redirects.csv - Added redirect for the renamed article. Compliant.

Note: Detailed line-by-line feedback has been provided as inline comments.

[chatgpt-codex-connector]

💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: d90b07c66e

ℹ️ About Codex in GitHub

Codex has been enabled to automatically review pull requests in this repo. Reviews are triggered when you

• Open a pull request for review
• Mark a draft as ready
• Comment "@codex review".

If Codex has suggestions, it will comment; otherwise it will react with 👍.

When you sign up for Codex through ChatGPT, Codex can also answer questions or update the PR, like "@codex address that feedback".

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://74c1c2b2.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/getting-started/Expensify-Home-Overview
• articles/new-expensify/getting-started/Free-Features-in-Expensify
• articles/new-expensify/getting-started/Join-your-company's-workspace
• articles/new-expensify/getting-started/Navigating-New-Expensify
• articles/new-expensify/getting-started/Submit-Workspace
• articles/new-expensify/getting-started/Track-Personal-Expenses
• articles/new-expensify/getting-started/Transitioning-to-New-Expensify/Coming-from-Expensify-Classic-for-Submitters-and-Approvers
• articles/new-expensify/getting-started/Transitioning-to-New-Expensify/Coming-from-Expensify-Classic-for-Workspace-Admins
• articles/new-expensify/getting-started/Understanding-the-To-dos-Section

[OSBotify]

🚀 Deployed to staging by https://github.com/VictoriaExpensify in version: 9.4.94-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

[OSBotify]

🚀 Deployed to production by https://github.com/Julesssss in version: 9.4.94-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

Bundle Size Analysis (Sentry):

• Android