Docs updates for E/A#101522 Reconciliation export for card group selections

docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md

@@ -70,6 +70,7 @@ Expensify offers pre-built export templates, or you can build your own custom ex
    - **Basic export** - Essential fields including date, amount, merchant, category, and receipt URL.
    - **All Data - expense level** - One row per expense with all available data fields.
    - **Canadian Multiple Tax Export** - One row per expense with a separate column for each tax (such as GST and PST). This template only appears when the workspace currency is set to CAD.
+   - **Reconciliation - All Expenses** - Card spend laid out for month-end reconciliation. This template only appears for Workspace Admins and card admins of a workspace that has a card product enabled.
    - **Custom templates** - Any custom template created by you or your Workspace Admin, if available.
 
 ## Where do I find the exported file?
@@ -84,6 +85,8 @@ Yes. Select **Export current view** to download a CSV that matches the columns c
 
 If all selected expenses are deleted, only the **Basic export** template is available. Other export templates require a report, and deleted expenses are not associated with any report.
 
+Templates are also hidden when you select a group rather than individual expenses. The one exception is a search grouped by **Card**, where **Reconciliation - All Expenses** stays available to Workspace Admins and card admins of a workspace with a card product enabled. Learn more about [exporting grouped expenses](/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses#export-grouped-expenses).
+
 ## What happens if I refresh the page while my receipts are preparing?
 
 Your download keeps preparing, and the status window comes back on its own. Expensify tracks each download that is still preparing or ready to save, so when you refresh the page or close and reopen Expensify, the status window reappears with the current status. Select **Download file** once it shows **Your file is ready!**.

docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md

@@ -79,6 +79,10 @@ You can also mix both types of selection. If you select some groups and also exp
 - Every expense from the fully selected groups.
 - Only the specific expenses you selected from an expanded group (other expenses in that group are not exported).
 
+When your expenses are grouped by **Card**, the **Export** menu also offers the **Reconciliation - All Expenses** template alongside **Current view**. This template is available to Workspace Admins and card admins of a workspace that has a card product enabled. It covers every expense on each selected card group, including expenses further down the list that you haven't scrolled to yet, plus any individual expenses you selected alongside the groups.
+
+For every other grouping — such as **Category**, **Merchant**, **Tag**, or **From** — **Current view** is the only export option available when you select a group.
+
 # Export as PDF
 
 You can download a single report or multiple reports as PDFs. Each PDF includes all expenses, attached receipts, and report notes.
@@ -130,6 +134,12 @@ Yes, use the **All Data – Report Level Export** template. All other templates
 
 Yes. Group your expenses using **Display** > **Group by**, select the groups, then choose **Export** > **Current view**. The exported file keeps each group as its own section with the expenses listed below their group header, using the columns currently shown on the page.
 
+## Why don't I see export templates when I select a group?
+
+A group isn't a fixed list of expenses, so most export templates can't be applied to one. When you select a group, **Current view** is normally the only export option.
+
+The exception is a search grouped by **Card**, including the **Card statements** and **Card accruals** shortcuts. There, Workspace Admins and card admins of a workspace with a card product enabled can also choose **Reconciliation - All Expenses**, because a card group can be matched to the card it belongs to. To use any other template, expand the group and select the individual expenses instead.
+
 ## Can I export in PDF or XLS format?
 
 - **CSV/XLS** – Available for raw expense data.

docs/articles/new-expensify/reports-and-expenses/Statement-Matching-and-Reconciliation.md

@@ -1,8 +1,8 @@
 ---
 title: Statement Matching and Reconciliation
 description: Learn how to reconcile company card transactions in Expensify against your credit card statement.
-keywords: [New Expensify, company cards, statement matching, company card reconciliation, reconciliation, card statement, card feed, statement close date, statement mismatch]
-internalScope: Audience is Workspace Admins reconciling third-party company card spend. Covers statement-based reconciliation under Reconciliation > Card statements. Does not cover Expensify Card withdrawal-based reconciliation or reimbursement reconciliation.
+keywords: [New Expensify, company cards, statement matching, company card reconciliation, reconciliation, card statement, card feed, statement close date, statement mismatch, export card statement, Reconciliation - All Expenses, export card group]
+internalScope: Audience is Workspace Admins reconciling third-party company card spend. Covers statement-based reconciliation under Reconciliation > Card statements, including exporting selected card groups with the Reconciliation - All Expenses template. Does not cover Expensify Card withdrawal-based reconciliation or reimbursement reconciliation.
 ---
 
 # Statement Matching and Reconciliation
@@ -40,6 +40,21 @@ If the Expensify total does not match your card statement:
 
 ---
 
+## How to Export the Card Transactions You Are Reconciling
+
+You can export the card groups you're reconciling to a CSV without expanding them first.
+
+1. From the **Card statements** view, check the box next to each card group you want to export.
+2. Click the selection button at the top (for example, **1 selected**).
+3. Select **Export**.
+4. Select **Reconciliation - All Expenses**.
+
+The export covers every transaction on each selected card group, including transactions further down the list that you haven't scrolled to yet. If you also expanded a group and checked individual transactions, those are included as well.
+
+**Reconciliation - All Expenses** and **Current view** are the only options offered for a card group selection. To use a different export template, expand the group and select the individual transactions instead. Learn more about [exporting grouped expenses](/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses#export-grouped-expenses).
+
+---
+
 ## How Multi-Currency Works With Company Card Reconciliation
 
 If your workspace uses multiple currencies, apply the **Group currency** filter to convert all transactions into a single currency. This ensures the grouped totals match your accounting system's reporting currency.
@@ -56,6 +71,10 @@ Company card reconciliation is statement-based and matches Expensify transaction
 
 The Card statements option appears only when your workspace has at least one company card feed connected. If you don’t see it, confirm that a company card feed is set up and active.
 
+## Why Don't I See Reconciliation - All Expenses When I Select a Card Group?
+
+The **Reconciliation - All Expenses** template is offered only to Workspace Admins and card admins of a workspace that has a card product enabled. If you don't have one of those roles, **Current view** is the only export option for a card group selection.
+
 ## What Does the Last Statement Filter Show?
 
 The **Last statement** filter shows transactions posted during the most recent completed statement period, based on your configured statement close date.