[Due for payment 2025-10-15] [Unreported] [$250] [CRITICAL] Bulk move unreported expenses to a new report

[cristipaval]

Part of the Support the unreported expense flow in NewDot project

Main issue: https://github.com/Expensify/Expensify/issues/495162
Doc section: Link
Project: https://github.com/Expensify/Expensify/issues/495162

Feature Description

This will add the Create Report option when the user moves expenses in bulk.
This option will work as follows:

• If the user has no group workspace at all --> Don't show the Create Report option
• If the user has a default group workspace --> Show the option and create the report in the active policy
• If the user doesn't have an active workspace but has only one group workspace --> Show the option and create the report in that workspace
• If the user has no active workspace but has multiple group policies --> Show the option and ask the user to pick the workspace where the new report should be created

Manual Test Steps

1. Have a user with 3 workspaces. One of them should be set as the active workspace
2. Have a few unreported expenses
3. Go to Reports and select those with the status: unreported
4. Select all of them and then click on the dropdown with the options for the selected expenses
5. Click on the Move expenses option
6. Verify that you see the Create Report option. Click on it
7. Verify that the expenses are moved to a newly created report in the active workspace
8. Delete the active workspace
9. Create a few more unreported expenses
10. Go to Reports again and select those with the status: unreported
11. Click again on Move expenses -> Create Report
12. Verify that you have to pick which workspace the report should be created in
13. Click on one workspace and verify that the expenses are moved to a newly created report in the selected workspace
14. Delete one of the workspaces so that the user now has only one workspace that is not set as active
15. Create again a few unreported expenses
16. Go to Reports again and select those with the status: unreported
17. Click again on Move expenses -> Create Report
18. Verify that the expenses are moved to a newly created report in the only workspace that the user is a member of

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021958834445399278219
• Upwork Job ID: 1958834445399278219
• Last Price Increase: 2025-08-22

Issue Owner

Current Issue Owner: @

Issue Owner

Current Issue Owner: @dylanexpensify

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021958834445399278219

[melvin-bot]

Current assignee @parasharrajat is eligible for the External assigner, not assigning anyone new.