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[Payment due @truph01] Add keyboard shortcuts for searching expense reports and for jumping to a report's policy - #92064

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iwiznia merged 8 commits into
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ionatan_addkeyboardshortcuts

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@iwiznia iwiznia commented May 29, 2026

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Explanation of Change

Context https://expensify.slack.com/archives/C03U7DCU4/p1780048986882969

OldDot had SHIFT+P and SHIFT+G, but since we are a chat, in almost every page you are typing that needs to type in the chat input, so using SHIFT for shortcuts is no good (all shortcuts we have use CMD except for SHIFT+ESC because that does not type anything under normal circumstances).
I picked CMD+B and CMD+U because they do not trigger any default browser shortcut.

$ #92247

Tests

  • Press CMD+U, check search popup is shown and prepopulated with type:expense-report report-id:
  • Enter a reportID and check it takes you to a search with that specific report in the list
  • Open the report, press CMD+B check it takes you to the workspace page of that report
  • Press CMD+J check the shortcuts are listed there
  • Go to the concierge chat, press CMD+B and check you don't get navigated anywhere
  • Create a public chat room
  • Open it with an anonymous user
  • Press CMD+B on it
  • Check login is shown in the RHP

Offline tests

No

QA Steps

// TODO: These must be filled out, or the issue title must include "[No QA]."

Same as tests

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 any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick)
    • 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 shown in the product is localized by adding it to src/languages/* files and using the translation method
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • 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)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • 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)
  • I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
  • I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
  • I verified that if a function's arguments changed that all usages have also been updated correctly
  • If any new file was added I verified that:
    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
  • 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.
  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • 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
Screen.Recording.2026-05-29.at.12.58.37.PM.mov

@iwiznia iwiznia self-assigned this May 29, 2026
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🦜 Polyglot Parrot! 🦜

Squawk! Looks like you added some shiny new English strings. Allow me to parrot them back to you in other tongues:

View the translation diff
diff --git a/src/languages/de.ts b/src/languages/de.ts
index 98cca264500..92292c975be 100644
--- a/src/languages/de.ts
+++ b/src/languages/de.ts
@@ -7891,7 +7891,7 @@ Fügen Sie weitere Ausgabelimits hinzu, um den Cashflow Ihres Unternehmens zu sc
             copy: 'Kommentar kopieren',
             openDebug: 'Testeinstellungen öffnen',
             expenseReportSearch: 'Spesenberichte suchen',
-            goToWorkspace: 'Zum Arbeitsbereich des aktuellen Berichts wechseln',
+            goToWorkspace: 'Zum Workspace des aktuellen Berichts gehen',
         },
     },
     guides: {
diff --git a/src/languages/fr.ts b/src/languages/fr.ts
index 8093d20fa64..2de699be44d 100644
--- a/src/languages/fr.ts
+++ b/src/languages/fr.ts
@@ -2814,9 +2814,9 @@ ${amount} pour ${merchant} - ${date}`,
         title: 'Modifier l’agent',
         agentName: 'Nom de l’agent',
         instructions: 'Écrire des instructions personnalisées',
-        chatWithAgent: 'Discuter avec l\u2019agent',
+        chatWithAgent: 'Discuter avec l’agent',
         copilotIntoAccount: 'Copilote dans le compte',
-        deleteAgent: 'Supprimer l\u2019agent',
+        deleteAgent: 'Supprimer l’agent',
         deleteAgentTitle: 'Supprimer l’agent ?',
         deleteAgentMessage: 'Voulez-vous vraiment supprimer cet agent ? Cette action est irréversible.',
     },
@@ -2979,7 +2979,7 @@ ${amount} pour ${merchant} - ${date}`,
         phoneOrEmail: 'Téléphone ou e-mail',
         error: {
             agentSignInBlocked:
-                'Les comptes d\u2019agent ne permettent pas de se connecter directement. Pour utiliser un agent, connectez-vous avec votre propre compte et accédez-y via Copilot.',
+                'Les comptes d’agent ne permettent pas de se connecter directement. Pour utiliser un agent, connectez-vous avec votre propre compte et accédez-y via Copilot.',
             invalidFormatEmailLogin: 'L’adresse e-mail saisie est invalide. Veuillez corriger le format et réessayer.',
         },
         cannotGetAccountDetails: 'Impossible de récupérer les détails du compte. Veuillez essayer de vous reconnecter.',
@@ -7920,8 +7920,8 @@ Ajoutez davantage de règles de dépenses pour protéger la trésorerie de l’e
             newChat: 'Nouvel écran de discussion',
             copy: 'Copier le commentaire',
             openDebug: 'Ouvrir la boîte de dialogue des préférences de test',
-            expenseReportSearch: 'Rechercher des rapports de dépenses',
-            goToWorkspace: "Accéder à l'espace de travail du rapport actuel",
+            expenseReportSearch: 'Rechercher des notes de frais',
+            goToWorkspace: "Aller à l'espace de travail de la note de frais actuelle",
         },
     },
     guides: {
diff --git a/src/languages/it.ts b/src/languages/it.ts
index e8d10fd8400..d3db750a398 100644
--- a/src/languages/it.ts
+++ b/src/languages/it.ts
@@ -2802,8 +2802,8 @@ ${amount} per ${merchant} - ${date}`,
         title: 'Modifica agente',
         agentName: 'Nome agente',
         instructions: 'Scrivi istruzioni personalizzate',
-        chatWithAgent: 'Chatta con l\u2019agente',
-        copilotIntoAccount: 'Copilot nell\u2019account',
+        chatWithAgent: 'Chatta con l’agente',
+        copilotIntoAccount: 'Copilot nell’account',
         deleteAgent: 'Elimina agente',
         deleteAgentTitle: 'Eliminare agente?',
         deleteAgentMessage: 'Sei sicuro di voler eliminare questo agente? Questa azione non può essere annullata.',
@@ -7878,8 +7878,8 @@ Aggiungi altre regole di spesa per proteggere il flusso di cassa aziendale.`,
             newChat: 'Nuova schermata chat',
             copy: 'Copia commento',
             openDebug: 'Apri la finestra delle preferenze di test',
-            expenseReportSearch: 'Cerca report spese',
-            goToWorkspace: "Vai all'area di lavoro del report corrente",
+            expenseReportSearch: 'Cerca i report spese',
+            goToWorkspace: 'Vai allo spazio di lavoro del report corrente',
         },
     },
     guides: {
diff --git a/src/languages/ja.ts b/src/languages/ja.ts
index a10d8e18326..4bf4925200a 100644
--- a/src/languages/ja.ts
+++ b/src/languages/ja.ts
@@ -7787,7 +7787,7 @@ ${reportName}
             copy: 'コメントをコピー',
             openDebug: 'テスト設定ダイアログを開く',
             expenseReportSearch: '経費レポートを検索',
-            goToWorkspace: '現在のレポートのワークスペースへ移動',
+            goToWorkspace: '現在のレポートのワークスペースに移動',
         },
     },
     guides: {
diff --git a/src/languages/nl.ts b/src/languages/nl.ts
index 07911cca35e..992da0207f6 100644
--- a/src/languages/nl.ts
+++ b/src/languages/nl.ts
@@ -7848,7 +7848,7 @@ er bestedingsregels toe om de kasstroom van het bedrijf te beschermen.`,
             newChat: 'Nieuw chatscherm',
             copy: 'Opmerking kopiëren',
             openDebug: 'Dialoogvenster testvoorkeuren openen',
-            expenseReportSearch: 'Onkostenrapporten zoeken',
+            expenseReportSearch: 'Onkostendeclaraties zoeken',
             goToWorkspace: 'Ga naar de werkruimte van het huidige rapport',
         },
     },
diff --git a/src/languages/pl.ts b/src/languages/pl.ts
index 3e0a62a4e5b..d73488cbc75 100644
--- a/src/languages/pl.ts
+++ b/src/languages/pl.ts
@@ -7838,8 +7838,8 @@ Dodaj więcej zasad wydatków, żeby chronić płynność finansową firmy.`,
             newChat: 'Nowy ekran czatu',
             copy: 'Skopiuj komentarz',
             openDebug: 'Otwórz okno preferencji testowania',
-            expenseReportSearch: 'Wyszukaj raporty wydatków',
-            goToWorkspace: 'Przejdź do obszaru roboczego bieżącego raportu',
+            expenseReportSearch: 'Szukaj raportów wydatków',
+            goToWorkspace: 'Przejdź do przestrzeni roboczej bieżącego raportu',
         },
     },
     guides: {
diff --git a/src/languages/pt-BR.ts b/src/languages/pt-BR.ts
index 4e6c09f1d12..619820eb1db 100644
--- a/src/languages/pt-BR.ts
+++ b/src/languages/pt-BR.ts
@@ -7840,8 +7840,8 @@ Adicione mais regras de gasto para proteger o fluxo de caixa da empresa.`,
             newChat: 'Nova tela de chat',
             copy: 'Copiar comentário',
             openDebug: 'Abrir caixa de diálogo de preferências de teste',
-            expenseReportSearch: 'Pesquisar relatórios de despesas',
-            goToWorkspace: 'Ir para o espaço de trabalho do relatório atual',
+            expenseReportSearch: 'Buscar relatórios de despesas',
+            goToWorkspace: 'Ir para o workspace do relatório atual',
         },
     },
     guides: {
diff --git a/src/languages/zh-hans.ts b/src/languages/zh-hans.ts
index 0059816e537..fbe1e28f549 100644
--- a/src/languages/zh-hans.ts
+++ b/src/languages/zh-hans.ts
@@ -7640,8 +7640,8 @@ ${reportName}
             newChat: '新聊天界面',
             copy: '复制评论',
             openDebug: '打开测试首选项对话框',
-            expenseReportSearch: '搜索费用报告',
-            goToWorkspace: '前往当前报告的工作区',
+            expenseReportSearch: '搜索报销报告',
+            goToWorkspace: '前往当前报表的工作区',
         },
     },
     guides: {

Note

You can apply these changes to your branch by copying the patch to your clipboard, then running pbpaste | git apply 😉

View workflow run

@iwiznia
iwiznia marked this pull request as ready for review May 29, 2026 11:11
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@cead22 Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

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Comment thread src/CONST/index.ts
[PLATFORM_OS_MACOS]: {input: 'u', modifierFlags: keyModifierCommand},
[PLATFORM_IOS]: {input: 'u', modifierFlags: keyModifierCommand},
},
},

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P2 Badge Mark new navigation shortcuts as navigation

These two new shortcuts open another UI or navigate to a workspace, but unlike SEARCH/NEW_CHAT they are not tagged with type: CONST.KEYBOARD_SHORTCUTS_TYPES.NAVIGATION_SHORTCUT. The Plaid connection flows explicitly block only shortcuts with that type (see the shortcutsToBlock filter in AddPlaidBankAccount and the Plaid connection steps), so during a Plaid flow Ctrl/Cmd+U can open search and Ctrl/Cmd+B can navigate away instead of being suppressed, interrupting the bank/card linking flow.

Useful? React with 👍 / 👎.

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Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines Coverage Δ
src/CONST/index.ts 93.79% <ø> (-0.05%) ⬇️
...rc/components/Search/SearchRouter/SearchRouter.tsx 46.96% <100.00%> (+0.81%) ⬆️
...on/AppNavigator/KeyboardShortcutsHandler/index.tsx 100.00% <ø> (ø)
...rc/pages/settings/DynamicKeyboardShortcutsPage.tsx 0.00% <ø> (ø)
...onents/Search/SearchRouter/SearchRouterContext.tsx 60.78% <85.71%> (+3.00%) ⬆️
...ardShortcutsHandler/ExpenseReportSearchHandler.tsx 80.00% <80.00%> (ø)
.../KeyboardShortcutsHandler/GoToWorkspaceHandler.tsx 55.55% <55.55%> (ø)
... and 416 files with indirect coverage changes

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@cead22
cead22 requested a review from truph01 May 29, 2026 18:10
const {openSearchRouter} = useSearchRouterActions();
const shouldShowRequire2FAPage = useShouldShowRequire2FAPage();

useEffect(() => {

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The effect subscribes once with [] deps but the callback captures shouldShowRequire2FAPage from the initial render. If this value changes to true after mount, the keyboard shortcut handler still uses the stale false value and would navigate during the 2FA requirement page.

We can consider using this:

const shouldShowRequire2FAPageRef = useRef(shouldShowRequire2FAPage);
useEffect(() => {
    shouldShowRequire2FAPageRef.current = shouldShowRequire2FAPage;
}, [shouldShowRequire2FAPage]);

if (!reportID) {
return;
}

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Do we need

if (Navigation.isOnboardingFlow() || shouldShowRequire2FAPage) {
    return;
}

here?

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I think not because we will never have a reportID if we are in the onboarding flow or require 2FA page, so we would exist above already in those cases

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iwiznia commented Jun 2, 2026

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@truph01 please re-review


const report = getReportOrDraftReport(reportID);
const policyID = report?.policyID ?? (report?.parentReportID ? getReportOrDraftReport(report.parentReportID)?.policyID : undefined);
if (!policyID) {

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When the user is in the concierge report, the policyID returns _FAKE_, it should be returned early here as well. If not, it will open the not found screen workspaces/_FAKE_/overview

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Also, I think we should check whether the user can access that policy before navigating.

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When the user is in the concierge report, the policyID returns FAKE, it should be returned early here as well. If not, it will open the not found screen workspaces/FAKE/overview

True, updated

Also, I think we should check whether the user can access that policy before navigating.

Meh

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Also, I think we should check whether the user can access that policy before navigating.

What do you think about this?

In this video, the user is viewing a public room. When they press Cmd + B, the app attempts to open the corresponding policy. However, since the user doesn't have access to that policy, they are redirected to the Not Found page.

Screen.Recording.2026-06-04.at.13.19.57.mov

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Yeah, that's fine for me. You are trying to go to a page you don't have access, so we show you that page.

const shortcutConfig = CONST.KEYBOARD_SHORTCUTS.GO_TO_WORKSPACE;
const unsubscribe = KeyboardShortcut.subscribe(
shortcutConfig.shortcutKey,
() => {

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I think we should wrap the function in callFunctionIfActionIsAllowed as well

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Why?

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When an anonymous user is accessing a public room, pressing the shortcut should navigate them to the login screen. It is what we did in ExpenseReportSearchHandler.tsx

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Ah ok, added.

shortcutConfig.shortcutKey,
() => {
callFunctionIfActionIsAllowed(() => {
if (Navigation.isOnboardingFlow() || shouldShowRequire2FAPage) {

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Should we return early when the search router is already being opened?

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No? I tried pressing CMD+U many times and I don't see any problems with it...

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Could you check this video?

When the Search router is already open and I press Cmd + U, the Search route closes and then immediately reopens.

I think that when the Search route is already open, pressing Cmd + U should do nothing.

Screen.Recording.2026-06-04.at.13.16.22.mov

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I rather have the shortcut work than do nothing... also I don't think this matters much

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iwiznia requested a review from truph01 June 3, 2026 09:21
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truph01 commented Jun 4, 2026

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@iwiznia I have two new comments

@melvin-bot melvin-bot Bot changed the title Add keyboard shortcuts for searching expense reports and for jumping to a report's policy [Payment due @truph01] Add keyboard shortcuts for searching expense reports and for jumping to a report's policy Jun 4, 2026
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🎯 @truph01, thanks for reviewing and testing this PR! 🎉

A payment issue will be created for your review once this PR is deployed to production.
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If payment is not needed (e.g., regression PR review fix etc), react with 👎 to this comment to prevent the payment issue from being created.

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QA test should be the same as Tests right?

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iwiznia commented Jun 5, 2026

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QA test should be the same as Tests right?

Yes, it already says that:
image

@iwiznia
iwiznia merged commit 718d98e into main Jun 5, 2026
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@iwiznia
iwiznia deleted the ionatan_addkeyboardshortcuts branch June 5, 2026 09:46
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🚧 @iwiznia has triggered a test Expensify/App build. You can view the workflow run here.

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🚀 Deployed to staging by https://github.com/iwiznia in version: 9.4.0-0 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

Bundle Size Analysis (Sentry):

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🤖 Help site review — no changes required

I reviewed this PR against the help site articles under App/docs/articles and no documentation changes are required.

What this PR does: Adds two in-app keyboard shortcuts — CMD/CTRL + U (Search expense reports) and CMD/CTRL + B (Go to the current report's workspace) — replacing OldDot's SHIFT+P / SHIFT+G. Both are listed in the in-app keyboard shortcuts dialog (CMD + J).

Why no docs change is needed:

  • The help site does not maintain a keyboard-shortcuts reference for New Expensify. The only articles with "shortcut" in the name — Use Search Shortcuts and Accounting Search Shortcuts — document Spend-page search filters (Drafts, Needs approval, Ready to pay), not keyboard shortcuts.
  • The only keyboard-key references anywhere in the docs are for refreshing the page and opening the developer console (troubleshooting), which are unrelated.
  • These shortcuts are self-documenting in-app via the keyboard shortcuts dialog (CMD + J), which is the source of truth for the full shortcut list. The app already has many such shortcuts (e.g. search, new chat) that are likewise not documented on the help site.

Adding a brand-new shortcuts reference page for just these two additions — while leaving the existing in-app shortcuts undocumented — would be inconsistent and is out of scope for this change. If the team later decides to publish a full keyboard-shortcuts reference, that would be a separate, dedicated effort.

Since no changes are required, I did not create a draft help site PR.

@nlemma

nlemma commented Jun 5, 2026

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Deploy Blocker #92810 was identified to be related to this PR.

@mitarachim

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Deploy Blocker #92813 was identified to be related to this PR.

@mitarachim

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Deploy Blocker #92815 was identified to be related to this PR.

@jponikarchuk

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Deploy Blocker #92825 was identified to be related to this PR.

@nlemma

nlemma commented Jun 5, 2026

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Deploy Blocker #92830 was identified to be related to this PR.

@lanitochka17

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Deploy Blocker ##92945 was identified to be related to this PR

@OSBotify

OSBotify commented Jun 9, 2026

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Contributor

🚀 Deployed to production by https://github.com/Julesssss in version: 9.4.0-7 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

@melvin-bot

melvin-bot Bot commented Jun 9, 2026

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🤖 Payment issue created: #92992

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10 participants