Problem:
The copy used for reimbursable exports inconsistently refers to all selections as choosing an A/P account, instead of showing the QBO accounts that should be shown per export choice.
Additionally, the page's copy always mentions vendor bills, regardless of whether a check or journal entry is selected for export.
Lastly, we're only showing explainer text for vendor bills, meaning there is not consitency in the design as there are no similar explanations for checks or journal entries (this is different from oldDot where we use the full explainers on the export page.
Solution: Update the QBO accounts available to chosen depending on the export choice to:
Vendor Bill:
Notes for completeness:
- Update copy on screen 1: Export out-of-pocket expenses as page copy should read
We'll create a single itemized vendor bill for each Expensify report. If the period of the bill is closed, we'll post to the 1st of the next open period. You can add the vendor bill to your A/P account of choice (below).
- Update the push input label depending on the export selection (in this case,
Accounts Payable)
Update copy on screen 2:
Copy should read: "This is your chosen A/P account, against which vendor bills for each report are created."
Journal Entry:
Notes for completeness:
- Update copy on screen 1: Export out-of-pocket expenses as page copy should read
We'll create a single itemized journal entry for each Expensify report. You can post the offset entry to your account of choice (below).
- Update the push input label depending on the export selection (in this case,
Account)
- Screen 2: Copy should read: "This is your chosen account to post the journal entry offset for each report."
Check:
Notes for completeness:
- Update copy on screen 1: Export out-of-pocket expenses as page copy should read
We'll create a single itemized check for each Expensify report. You can write the check from your bank account of choice (below).
- Update the push input label depending on the export selection (in this case,
Bank account)
- Copy should read: "This is your chosen bank account to write checks from."
Issue Owner
Current Issue Owner: @Upwork Automation - Do Not Edit
- Upwork Job URL: https://www.upwork.com/jobs/~014665d08c6cbedbca
- Upwork Job ID: 1801670785370229018
- Last Price Increase: 2024-06-14
Problem:
The copy used for reimbursable exports inconsistently refers to all selections as choosing an A/P account, instead of showing the QBO accounts that should be shown per export choice.
Additionally, the page's copy always mentions vendor bills, regardless of whether a check or journal entry is selected for export.
Lastly, we're only showing explainer text for vendor bills, meaning there is not consitency in the design as there are no similar explanations for checks or journal entries (this is different from oldDot where we use the full explainers on the export page.
Solution: Update the QBO accounts available to chosen depending on the export choice to:
Vendor Bill:
Notes for completeness:
We'll create a single itemized vendor bill for each Expensify report. If the period of the bill is closed, we'll post to the 1st of the next open period. You can add the vendor bill to your A/P account of choice (below).Accounts Payable)Update copy on screen 2:
Copy should read: "This is your chosen A/P account, against which vendor bills for each report are created."
Journal Entry:
Notes for completeness:
We'll create a single itemized journal entry for each Expensify report. You can post the offset entry to your account of choice (below).Account)Check:
Notes for completeness:
We'll create a single itemized check for each Expensify report. You can write the check from your bank account of choice (below).Bank account)Issue Owner
Current Issue Owner: @Upwork Automation - Do Not Edit