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[No QA] Docs updates for E/A#99247 document Submit to my employer on tracked expense menu #99480

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stephanieelliott merged 1 commit into from
Aug 27, 2026
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[No QA] Docs updates for E/A#99247 document Submit to my employer on tracked expense menu #99480

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4 changes: 4 additions & 0 deletions docs/articles/new-expensify/reports-and-expenses/Track-Expenses.md
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Expand Up @@ -78,6 +78,10 @@ When you create a tracked expense, Concierge will show an actionable message wit
- **Submit it to someone** – Send it for approval or reimbursement.
- **Nothing for now** – Leave it stored for later.

You can also open the tracked expense and select **More** to submit it:

@github-actions github-actions Bot Aug 26, 2026

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Navigation phrasing (deterministic writing): "open the tracked expense" is vague about the action. The parallel bullet below uses "click into the expense" — match that phrasing for consistency, e.g. "You can also click into the tracked expense and select More to submit it:". Per HELPSITE_NAMING_CONVENTIONS.md (Deterministic Writing / Prohibited Language), navigation should be exact and consistent.

- **Send to someone** – Send the expense to another person to request payment.
- **Submit to my employer** – Submit the expense to a workspace for approval and reimbursement. If you do not have a workspace yet, one is created for you automatically.

If you belong to a workspace, you can also click into the expense to:
- **Categorize** – Assign to a workspace category.
- **Share with your accountant** – Give access to financial contacts.
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