[Due for payment 2026-08-05] [$250] Seed a default "My expenses" saved search for users who submit and approve expenses

[melvin-bot]

Problem

In Classic, expense views default to "My expenses only." In NewDot, the Spend > Expenses view shows all expenses the user can see by default. For users who both submit and approve expenses (managers/admins), this can feel overwhelming and confusing. In at least one feedback call, this confusion led a customer to switch back to Classic.

Proposed solution

• Automatically create a "My expenses" saved search/view (filtered to From: <current user>) for users who both submit and approve expenses.
• Remove the Rename your saved searches here tooltip (it would otherwise display to users who have the saved view added to their accounts). Also, now that users are required to enter a name when saving a search,the tooltip is no longer necessary.

Context

Based on the conclusion reached in this Slack thread.

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~022062925883496181856
• Upwork Job ID: 2062925883496181856
• Last Price Increase: 2026-06-05

Issue Owner

Current Issue Owner: @mallenexpensify

[melvin-bot]

Triggered auto assignment to Design team member for new feature review - @dubielzyk-expensify (NewFeature)

[flaviadefaria]

@dubielzyk-expensify I think this is pretty straightforward design-wise, so I'll unassign you.

[KJ21-ENG]

🚨 Edited by proposal-police: This proposal was edited at 2026-06-05 16:02:45 UTC.

Proposal

What is the root cause of that problem?

NewDot's Expenses suggested search is a plain type:expense search, so it intentionally shows every expense the user can access. The Saved section only renders entries already present in nvp_savedSearches, and there is no bootstrap path that adds a personal saved search for users who can both submit and approve expenses.

Separately, the saved-search list still registers the Rename your saved searches here product-training tooltip on the first saved-search overflow menu, so automatically seeded users would see an obsolete tooltip.

What changes do you think we should make in order to solve the problem?

Seed an account-level saved search named My expenses for users who satisfy both submit and approve eligibility. The seed should use the same canonical query/hash path as normal saved searches, with a query like type:expense from:<currentUserAccountID> plus the standard default sort values, and it should store the numeric account ID rather than from:me.

Make the seed idempotent and non-destructive. It should not overwrite a user-renamed saved search, and it should not recreate the saved search after a user deletes it. If the existing saved-search NVP cannot distinguish "never seeded" from "deleted by user", add a lightweight account NVP/flag such as hasSeededMyExpensesSavedSearch.

Prefer doing the seed where account/search NVP data is hydrated by the API, because saved searches are account data and that avoids duplicate client writes across devices. If this has to be App-side, add a tightly guarded one-shot effect that calls the existing SaveSearch command and records the seed marker with SetNameValuePair.

Also remove the rename saved-search product-training tooltip from the App. The affected App paths are the saved-search list/overflow-menu tooltip wiring and the RENAME_SAVED_SEARCH tooltip registration/content. The existing saved-search rendering, manual save/rename/delete flows, and default Expenses suggested search should remain unchanged.

Add coverage for eligible users receiving exactly one seeded My expenses search, ineligible users receiving none, deleted/renamed seeded searches not being recreated or overwritten, and the saved-search UI no longer showing the rename tooltip.

What alternative solutions did you explore? (Optional)

Changing the default Expenses route to include from:<me> would hide approver/admin visibility instead of providing a saved personal view, so I would not do that. A client-only seed without a durable seed marker would also be risky because it can race across devices and recreate the search after deletion.

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @nyomanjyotisa (External)