Deploy Checklist: New Expensify 2026-09-07

[OSBotify]

Release Version: 9.4.73-3
Compare Changes: production...staging
Mobile-Expensify Changes: https://github.com/Expensify/Mobile-Expensify/compare/production...staging

This release contains changes from the following pull requests:

• feat: implement Merge Reports RHP and action menu #95658
• Docs updates for E/A#94093 add Default supplier to Xero export settings #96538
• [No QA] Add Accessibility page to HelpDot #96664
• Use narrow layout in landscape mode mWeb #97880
• Fix: preserve untouched tag levels when bulk-editing a single tag level #97951
• Fix card-issued link resolving against the active route #98406
• [No QA] Docs updates for E/A#97094 Show GL codes in tag picker setting #98474
• [No QA] Docs updates for E/A#97083 note comma values need quotes in search #98475
• [No QA] Consume react-native dSYMS in CI workflows #98853
• [No QA] Docs updates for E/A#95005 Cancel a pending P2P wallet payment #98928
• Fix: prevent dynamic route crash when "action" query param exists in both base path and suffix #98949
• Update getReportPreviewAction function to pass getCleanUpTransactionThreadReportOnyxData - 2 #99036
• fix: stop showing the canceled status on expense previews #99097
• Fix - travel legacy request-access path skips the confirm modal after verification #99182
• [No QA] Fix stale artifacts cache on iOS #99185
• Fix/96257 relaid optimistic scan failed move #99328
• [No QA] Docs updates for E/A#99015 rename Subscription empty-state button to Add card #99366
• Add category tax defaults to Expense defaults #99420
• CompactAvatar + multi-select rows #99421
• fix: only fall back to group policy for expense sign when no report exists #99434
• [No QA] Docs updates for E/A#98622 document bank connection re-authentication error #99476
• [No QA] Update Merge-Accounts.md #99484
• [No QA] Update Manage-Copilot-Access.md #99487
• [No QA] Update Act-as-a-Copilot.md #99489
• [No QA] Update help docs for Releases 1-5: DualEntry integration #99607
• [No QA] Update Explore-whats-changed-in-New-Expensify.md #99690
• [Payment due @situchan] [No QA] Docs updates for E/A#97401 Settle balance confirmation step #99705
• [No QA] Docs updates for E/A#98509 linking existing card feed to non-USD workspace #99706
• Do not optimistically create the moved-expense system message when the destination report is a draft #99721
• fix: hide tax row on per diem and time split expenses (#99200) #99756
• [No QA] Fix import/no-cycle - part 2  #99768
• [No QA] [Hold for feature] [No QA] Docs updates for E/A#99758 Intuit Enterprise Suite now available to all workspaces #99799
• Fix Expensify links in chat that use single quotes #99808
• [No QA] Claim the sequential queue read gate for deferred writes #99815
• fix: Code does not arrive when adding contact method with new user #99909
• fix: Subscription page becomes blank after deleting workspace #99911
• MenuItem decomposition - outerWrapperStyle cases #99915
• [No QA] refactor: replace shouldUseStagingServer with a tri-state activeServer (part 1/5) #99926
• [No QA] [NoQA] Docs updates for E/A#98521 Export status window returns after page refresh #99954
• Docs updates for E/A#97423 Clarify who can add a receipt to an expense #99959
• Read the added-expense violations snapshot for the Search Violations column #99979
• [Payment due @suneox] fix: skip export-again warning for manual exports #99982
• [No QA] Fix import/no-cycle - part 1 - follow up #100009
• Hide Home loading bar while offline #100011
• [No QA] add MoneyRequestReportActionsList performance test #100023
• [No QA] Docs updates for E/A#99992 document Paid by column and filter #100057
• fix: Outstanding report can be selected on confirm page, but expense is created in another report #100066
• [No QA] Update Edit-Expenses.md #100078
• [NoQA] Add a join.ad macro for the post-sign-in Join step #100092
• [No QA] Docs updates for E/A#98489 domain already set up and admin access #100096
• [No QA] Docs updates for E/A#98887 Submit workspace creation via emailed deeplink #100097
• [No QA] Docs updates for E/A#99644 document locked cash expense default on splits #100109
• Hide the approval workflow UI when a DEW sets dynamicExternalWorkflowHidePeople #100138
• Align distance rates toggle switches with the page's right inset #100143
• Fix cross-Domain Search Router navigation #100150
• [Payment due @suneox] Treat invalid search status filter as if there is no filter at all #100162
• Fix unresponsive LHN report tap after returning to Inbox from a Settings RHP #100167
• [No QA] Don't inject SENTRY_RELEASE into every chunk #100175
• Stop showing the LHN RBR, Fix badge and To-do for companyCardRequired after submit #100190
• Shorten commuter exclusion option copy #100211
• refactor: thread onboarding status through createTransactionThreadReport callers #100213
• [No QA] Correct Expensify Travel plan availability in help article #100229
• Update persistent window logic to not show for new users #100236
• [No QA] Add policy vendors Onyx collection type #100240
• feat: add require company cards toggle to rules revamp #100241
• [No QA] Update AI Agent help docs #100263
• Remove legacy backTo fallback from goBackFromExportConnection #100265
• fix: After deleting expense row on group empty row appears #100282
• [No QA] Update conciergeChat to remove Onyx.connect - 41 #100307
• [No QA] Clarify why the Workspaces tab resets to WorkspaceInitialPage on narrow layouts #100321
• [No QA] fix: update Knip for Bun shell interpolation #100329
• [No QA] Move Sage Intacct vendor matching docs to main navetation  #100366
• [NO QA] Fix ESLint check on main: complete buildForm in VendorMatchingMerchantRulesTest #100398
• [NO QA] Update CONTRIBUTING.md #100412
• [No QA] Use OXC to transform Reassure perf tests #100429
• Pass issue_card reasonCode when issuing an Expensify card #100430
• [CP Staging] [No QA] Stop downloading react-native dSYMs in the deploy iOS build #100507
• [CP Staging] Revert "Fix: prevent dynamic route crash when "action" query param exists in both base path and suffix" #100514
• [CP Staging] Hide Merge Reports functionality behind beta #100523

Mobile-Expensify PRs:

• https://github.com/Expensify/Mobile-Expensify/pull/14092
• https://github.com/Expensify/Mobile-Expensify/pull/14093

Deploy Blockers:

• Spend - Amount is out of view when merging reports with long name #100493
• Spend - Reports from deleted workspace can be merged #100497
• Spend - Error message appears below report row on Merge reports and cannot be dismissed #100499
• [Due for payment 2026-09-28] Copilot - Marketing window appears briefly when copiloting to agent #100500
• Spend - Merge reports option only appears after opening report with deleted expense #100502
• Rules - Disabled tax rate is not shown in the list when it is selected #100504
• [Due for payment 2026-09-15] Expense - Spend opens after merging expenses on Inbox #100505
• Spend - Merge reports RHP is blank after refreshing the page #100512
• Rules - Category tax default is still applied after "Rules" are disabled. #100529
• Rules - Rule shows tax ID and Tax field is empty after disabling tax and reset app #100530
• Rules - Tax field is empty after changing default tax rate to category tax rate #100532
• Rules - "Category" is not locked when there are no non default tax rates. #100536
• After multi edit expenses without changing tag, Tag disappears and shows system message #100538
• Expense - Tax selected on created rule is not displayed on confirm page of distance expense #100544
• Rules - Category tax default row disappears instead of crossing out when deleted offline #100545
• Rules - Category tax default mentions 0% tax exempt rate when default rate is hidden in list #100546
• Expense-Deselecting category shows 0% tax rate briefly and changes to previous rate #100591
• Spend - Report amount is not converted after changing default currency when merging reports #100599
• Spend - After merging reports and deleting report, app returns to Inbox #100600

Chronologically ordered merged PRs (oldest first)

1. fix: only fall back to group policy for expense sign when no report exists #99434
2. [NoQA] Add a join.ad macro for the post-sign-in Join step #100092
3. Mobile-Expensify submodule update to 9.4.70-1 — Adhoc Build
4. Stop showing the LHN RBR, Fix badge and To-do for companyCardRequired after submit #100190
5. Read the added-expense violations snapshot for the Search Violations column #99979
6. [No QA] Update help docs for Releases 1-5: DualEntry integration #99607
7. [No QA] Add Accessibility page to HelpDot #96664
8. fix: hide tax row on per diem and time split expenses (#99200) #99756
9. Mobile-Expensify submodule update to 9.4.70-2 — Adhoc Build
10. Mobile-Expensify submodule update to 9.4.71-0 — Adhoc Build
11. fix: Outstanding report can be selected on confirm page, but expense is created in another report #100066
12. Mobile-Expensify submodule update to 9.4.72-0 — Adhoc Build
13. [No QA] Docs updates for E/A#95005 Cancel a pending P2P wallet payment #98928
14. [No QA] Update Explore-whats-changed-in-New-Expensify.md #99690
15. [No QA] Docs updates for E/A#99015 rename Subscription empty-state button to Add card #99366
16. [No QA] Update Merge-Accounts.md #99484
17. [No QA] [NoQA] Docs updates for E/A#98521 Export status window returns after page refresh #99954
18. [No QA] Docs updates for E/A#98509 linking existing card feed to non-USD workspace #99706
19. [No QA] Docs updates for E/A#97094 Show GL codes in tag picker setting #98474
20. [No QA] Docs updates for E/A#97083 note comma values need quotes in search #98475
21. [No QA] Docs updates for E/A#98622 document bank connection re-authentication error #99476
22. [Payment due @situchan] [No QA] Docs updates for E/A#97401 Settle balance confirmation step #99705
23. Docs updates for E/A#94093 add Default supplier to Xero export settings #96538
24. [No QA] Update Manage-Copilot-Access.md #99487
25. [No QA] Update Act-as-a-Copilot.md #99489
26. [No QA] Docs updates for E/A#99992 document Paid by column and filter #100057
27. [No QA] Docs updates for E/A#98489 domain already set up and admin access #100096
28. [No QA] Update Edit-Expenses.md #100078
29. [No QA] Docs updates for E/A#98887 Submit workspace creation via emailed deeplink #100097
30. [No QA] Docs updates for E/A#99644 document locked cash expense default on splits #100109
31. Docs updates for E/A#97423 Clarify who can add a receipt to an expense #99959
32. Remove legacy backTo fallback from goBackFromExportConnection #100265
33. Fix cross-Domain Search Router navigation #100150
34. Fix Expensify links in chat that use single quotes #99808
35. Hide Home loading bar while offline #100011
36. Use narrow layout in landscape mode mWeb #97880
37. refactor: thread onboarding status through createTransactionThreadReport callers #100213
38. [No QA] Claim the sequential queue read gate for deferred writes #99815
39. [No QA] Update conciergeChat to remove Onyx.connect - 41 #100307
40. Add category tax defaults to Expense defaults #99420
41. feat: add require company cards toggle to rules revamp #100241
42. [Payment due @suneox] Treat invalid search status filter as if there is no filter at all #100162
43. Align distance rates toggle switches with the page's right inset #100143
44. fix: stop showing the canceled status on expense previews #99097
45. Fix unresponsive LHN report tap after returning to Inbox from a Settings RHP #100167
46. fix: Subscription page becomes blank after deleting workspace #99911
47. feat: implement Merge Reports RHP and action menu #95658
48. Shorten commuter exclusion option copy #100211
49. Mobile-Expensify submodule update to 2b74695 — Adhoc Build
    ↳ https://github.com/Expensify/Mobile-Expensify/pull/14093
50. fix: After deleting expense row on group empty row appears #100282
51. [NO QA] Fix ESLint check on main: complete buildForm in VendorMatchingMerchantRulesTest #100398
52. Hide the approval workflow UI when a DEW sets dynamicExternalWorkflowHidePeople #100138
53. [No QA] refactor: replace shouldUseStagingServer with a tri-state activeServer (part 1/5) #99926
54. Fix: prevent dynamic route crash when "action" query param exists in both base path and suffix #98949
55. fix: Code does not arrive when adding contact method with new user #99909
56. CompactAvatar + multi-select rows #99421
57. Mobile-Expensify submodule update to 9.4.72-1 — Adhoc Build
58. [NO QA] Update CONTRIBUTING.md #100412
59. Mobile-Expensify submodule update to 9.4.72-2 — Adhoc Build
60. [No QA] Move Sage Intacct vendor matching docs to main navetation  #100366
61. MenuItem decomposition - outerWrapperStyle cases #99915
62. [No QA] Fix import/no-cycle - part 2  #99768
63. [No QA] fix: update Knip for Bun shell interpolation #100329
64. [No QA] Clarify why the Workspaces tab resets to WorkspaceInitialPage on narrow layouts #100321
65. Fix card-issued link resolving against the active route #98406
66. [No QA] Fix stale artifacts cache on iOS #99185
67. [No QA] Consume react-native dSYMS in CI workflows #98853
68. Update getReportPreviewAction function to pass getCleanUpTransactionThreadReportOnyxData - 2 #99036
69. [No QA] Fix import/no-cycle - part 1 - follow up #100009
70. Fix/96257 relaid optimistic scan failed move #99328
71. [No QA] Add policy vendors Onyx collection type #100240
72. [No QA] Update AI Agent help docs #100263
73. [No QA] [Hold for feature] [No QA] Docs updates for E/A#99758 Intuit Enterprise Suite now available to all workspaces #99799
74. Pass issue_card reasonCode when issuing an Expensify card #100430
75. [No QA] Use OXC to transform Reassure perf tests #100429
76. [No QA] Don't inject SENTRY_RELEASE into every chunk #100175
77. [Payment due @suneox] fix: skip export-again warning for manual exports #99982
78. [No QA] Correct Expensify Travel plan availability in help article #100229
79. Fix - travel legacy request-access path skips the confirm modal after verification #99182
80. [No QA] add MoneyRequestReportActionsList performance test #100023
81. Fix: preserve untouched tag levels when bulk-editing a single tag level #97951
82. Do not optimistically create the moved-expense system message when the destination report is a draft #99721
83. Mobile-Expensify submodule update to 8112061 — Adhoc Build
    ↳ https://github.com/Expensify/Mobile-Expensify/pull/14092
84. Update persistent window logic to not show for new users #100236
85. Mobile-Expensify submodule update to 9.4.73-0 — Adhoc Build
86. [CP Staging] [No QA] Stop downloading react-native dSYMs in the deploy iOS build #100507
87. Mobile-Expensify submodule update to 9.4.73-1 — 5f59733
88. [CP Staging] Revert "Fix: prevent dynamic route crash when "action" query param exists in both base path and suffix" #100514
89. Mobile-Expensify submodule update to 9.4.73-2 — ade9ae4
90. [CP Staging] Hide Merge Reports functionality behind beta #100523
91. Mobile-Expensify submodule update to 9.4.73-3 — bf7179a

Deployer verifications:

• I checked Sentry for this release version and verified that this release does not introduce any new crashes. More detailed instructions on this verification can be found here.
• I checked Sentry for the previous release version and verified that the release did not introduce any new crashes. Because mobile deploys use a phased rollout, completing this checklist will deploy the previous release version to 100% of users. More detailed instructions on this verification can be found here.
• I checked GitHub Status and verified there is no reported incident with Actions.
  cc @Expensify/applauseleads

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[carlosmiceli]

Demoted #100500

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[m-natarajan]

Regression progress is at 51%

PRs Failing:
#99328 failed with #98821
#99420 failed with #100536 , #100529 and #100504

PRs Untested:
#96538 (comment)
#99182 (comment)
#100138 (comment)

Multiple PRs pending validation on different platforms

[francoisl]

Demoting #100538 as NAB

[m-natarajan]

Regression progress is at 76%

PRs Failing:
#99036
#99420 failed with #100536 , #100529 and #100504
#100167 failed with #99731
#100282 failed with #100543

PRs Untested:
#95658 - Reverted
#96538 (comment)
#99182 (comment)
Several still pending validation: Web 2 | Android 6 | iOS 13