[No QA] Add details on reimbursement amount discrepancies - #74991
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Added explanations for discrepancies in reimbursement amounts due to currency conversion and transaction fees.
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HelpDot Documentation ReviewOverall AssessmentThis PR adds two critical FAQ sections addressing common user pain points around reimbursement amount discrepancies in global payments. The content directly addresses real-world confusion around currency conversion and transaction fees, making it a valuable addition to the documentation. The explanations are technically sound and provide concrete examples that help users understand complex financial processes. Scores Summary
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Files Reviewed
Overall Score: 7/10This is solid documentation that fills an important gap. With minor revisions to improve readability and define technical terms, it would be excellent. The content directly addresses user confusion and provides the right level of detail. |
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A preview of your ExpensifyHelp changes have been deployed to https://bfe7b84e.helpdot.pages.dev ⚡️ Updated articles: |
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Blimey, leave it out bot! I get it, I'm bad at this. Doing the things. |
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Okay, good to go @lydiabarclay |
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| ## Why is my employee not receiving the full deposit? | ||
| Some employees may receive a slightly smaller reimbursement than expected when paid into a bank account with a different currency. This happens due to foreign exchange (FX) fees when transmitting payments across borders, or fees charged by the receiving bank. The employee absorbs these fees, while the company sees the full report amount on their statement. |
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Readability violation: The phrase "the employee" appears twice in this sentence. Consider using "your employee" or "employees" for better clarity and consistency with Expensify's conversational tone.
Suggested revision: "Some employees may receive a slightly smaller reimbursement than expected when paid into a bank account with a different currency. This happens due to foreign exchange (FX) fees when transmitting payments across borders, or fees charged by the receiving bank. Your employees absorb these fees, while your company sees the full report amount on its statement."
| Some employees may receive a slightly smaller reimbursement than expected when paid into a bank account with a different currency. This happens due to foreign exchange (FX) fees when transmitting payments across borders, or fees charged by the receiving bank. The employee absorbs these fees, while the company sees the full report amount on their statement. | ||
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| ## Why is the reimbursement amount different from the expense amount? | ||
| If your workspace and employees use different currencies, the reimbursement amount received by the employee will differ from the original expense amount. Exchange rates set by different providers on different days can cause the final amount to differ slightly from the original expense. Transaction fees may also contribute to this difference. |
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Readability violation: Using "the employee" and "the original expense" creates unnecessary distance. Consider using "your employees" and more direct language for better scannability.
Suggested revision: "If your workspace and employees use different currencies, the reimbursement amount received will differ from the original expense amount. Exchange rates set by different providers on different days can cause the final amount to vary slightly. Transaction fees may also contribute to this difference."
| ## Why is the reimbursement amount different from the expense amount? | ||
| If your workspace and employees use different currencies, the reimbursement amount received by the employee will differ from the original expense amount. Exchange rates set by different providers on different days can cause the final amount to differ slightly from the original expense. Transaction fees may also contribute to this difference. | ||
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| If a payment bounces and must be returned to the business bank account, the conversion fee is incurred again. This means the returned payment will be credited to your business bank account for an amount different from the original withdrawal. Track and reconcile these differences using the 'International Reimbursement ID' stored in each report's details. |
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AI Readiness violation: The phrase "stored in each report's details" is vague. Where exactly should users find the International Reimbursement ID? Provide a specific navigation path or location.
Suggested revision: "Track and reconcile these differences using the International Reimbursement ID found in the report details section" (or specify the exact location if known)
Markdown violation: Use backticks for UI element names instead of single quotes: International Reimbursement ID instead of 'International Reimbursement ID'
HelpDot Documentation ReviewOverall AssessmentThis PR adds valuable clarification to the Global Reimbursement documentation by addressing common questions about reimbursement amount discrepancies. The additions are practical and address real user concerns about payment differences due to currency conversion and transaction fees. Scores Summary
Key FindingsStrengths:
Areas for Improvement:
Specific Issues:
RecommendationsPriority Actions:
Suggestions for Enhancement:
Files Reviewed
Overall Score: 7.5/10The documentation addition is solid and addresses important user questions. With minor revisions to improve readability and terminology consistency, this would be excellent documentation. The content is accurate and helpful, but the presentation could be more accessible to a broader audience. |
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@twisterdotcom looks like this was merged without a test passing. Please add a note explaining why this was done and remove the |
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Ah, just missed the PR reviewer checklist |
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🚀 Deployed to staging by https://github.com/twisterdotcom in version: 9.2.58-0 🚀
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🚀 Deployed to production by https://github.com/cristipaval in version: 9.2.58-3 🚀
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3 participants
Explanation of Change
Added explanations for discrepancies in reimbursement amounts due to currency conversion and transaction fees.
Fixed Issues
https://expensify.slack.com/archives/CCH2935LG/p1762960201577439?thread_ts=1762924767.637129&cid=CCH2935LG
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Tests
Offline tests
QA Steps
// TODO: These must be filled out, or the issue title must include "[No QA]."
PR Author Checklist
### Fixed Issuessection aboveTestssectionOffline stepssectionQA stepssectioncanBeMissingparam foruseOnyxtoggleReportand notonIconClick)src/languages/*files and using the translation methodSTYLE.md) were followedAvatar, I verified the components usingAvatarare working as expected)StyleUtils.getBackgroundAndBorderStyle(theme.componentBG))npm run compress-svg)Avataris modified, I verified thatAvataris working as expected in all cases)Designlabel and/or tagged@Expensify/designso the design team can review the changes.ScrollViewcomponent to make it scrollable when more elements are added to the page.mainbranch was merged into this PR after a review, I tested again and verified the outcome was still expected according to theTeststeps.Screenshots/Videos
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