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[No QA] Docs updates for E/A#95658 Add Merge reports help article for Spend - #100485

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Explanation of Change

Help site (HelpDot) follow-up for #95658, which added the Merge reports bulk action in Spend > Reports and the Merge reports right-hand panel. Nothing under docs/articles covered merging reports — How-to-Merge-Expenses.md only covers merging two duplicate expenses — so members had no documentation for the new flow.

Changes:

  1. New article docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Reports.md covering the single workflow of merging expense reports: who can merge, the steps from Spend > Reports, what happens afterwards, and an FAQ for why Merge reports may not appear.
  2. One FAQ entry added to How-to-Merge-Expenses.md linking to the new article, because "merge expenses" and "merge reports" are easily confused.

Sources for the eligibility rules and UI copy:

  • Menu entry and gating: src/hooks/useSearchBulkActions.ts (option only shows for an expense report search, only for individually selected reports, and only when canMergeReports passes).
  • Eligibility: canMergeReports and isMoneyRequestReportEligibleForMerge in src/libs/ReportUtils.ts — same workspace, same submitter, same status, same approver when Outstanding, plus the role rules (admin: Draft or Outstanding; submitter: Draft or Outstanding not yet approved; approver: Outstanding).
  • Copy: search.mergeReports.title ("Merge reports") and search.mergeReports.description in src/languages/en.ts; submit button is common.confirm ("Confirm") in src/pages/Search/SearchReportsMergeReports.tsx.
  • Post-merge behavior: mergeReports in src/libs/actions/Report/index.ts and the navigation to the destination report in SearchReportsMergeReports.tsx; the submit button is enabledWhenOffline.

The Spend tab name and the Expenses / Reports sub-tabs were verified against the live web UI. The selection menu and the Merge reports panel could not be opened in the test account because it has no expense reports, so those labels come from the merged code above and should be confirmed during review.

Authoring rules applied: docs/HELPSITE_NAMING_CONVENTIONS.md, docs/HELP_AUTHORING_GUIDELINES.md, and docs/TEMPLATE.md (single # title plus # FAQ, task-based ## headings only, bolded UI labels in sentence case, relative cross-links, one screenshot suggestion in a non-rendered HTML comment). npm run spell-changed passes on both files.

Fixed Issues

$
PROPOSAL:

Tests

// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review".
// This is a documentation-only change under docs/articles — no app code is touched.

  • Verify that no errors appear in the JS console

Offline tests

Not applicable — documentation-only change.

QA Steps

// TODO: The human co-author must fill out the QA tests you ran before marking this PR as "ready for review".
// This is a documentation-only change under docs/articles — no app code is touched.

  • Verify that no errors appear in the JS console

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
    • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I followed proper code patterns (see Reviewing the code)
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
  • I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
  • If a new CSS style is added I verified that:
    • A similar style doesn't already exist
    • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))
  • If new assets were added or existing ones were modified, I verified that:
    • The assets are optimized and compressed (for SVG files, run npm run compress-svg)
    • The assets load correctly across all supported platforms.
  • If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
  • If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
  • If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
  • If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
  • If the PR modifies the UI (e.g. new buttons, new UI components, changing the padding/spacing/sizing, moving components, etc) or modifies the form input styles:
    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.

Screenshots/Videos

Android: Native
Android: mWeb Chrome
iOS: Native
iOS: mWeb Safari
MacOS: Chrome / Safari

@dmkt9, please review the files changed and confirm they reflect the current behavior. Then post a new comment saying @MelvinBot mark this PR as ready for review.

Co-authored-by: dmkt9 <dmkt9@users.noreply.github.com>
@MelvinBot
MelvinBot requested a review from a team September 7, 2026 11:11
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Sep 7, 2026
@github-actions github-actions Bot changed the title Docs updates for E/A#95658 Add Merge reports help article for Spend [No QA] Docs updates for E/A#95658 Add Merge reports help article for Spend Sep 7, 2026
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