[No QA] Add guidance for reporting IOUs in company workspace

[muttmuure]

Added instructions for reporting expenses from an IOU in the company workspace.

Explanation of Change

A customer complained that their employees created an IOU and didn't know how to resolve it, so I'm adding this FAQ to improve AZ.

Fixed Issues

$https://github.com/Expensify/Expensify/issues/562524
PROPOSAL:

Tests

• Verify that no errors appear in the JS console

Offline tests

QA Steps

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

• Verify that no errors appear in the JS console

PR Author Checklist

• I linked the correct issue in the ### Fixed Issues section above
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Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

[melvin-bot]

Concierge reviewer checklist:

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cc @VictoriaExpensify

[melvin-bot]

@VictoriaExpensify 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]

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR adds a new FAQ entry to address a specific customer pain point regarding IOUs created before workspace setup. While the addition is contextually appropriate and addresses a real user need, the documentation could benefit from improvements in clarity, completeness, and consistency with Expensify's documentation standards.

Scores Summary

• Readability: 6/10 - The text is understandable but lacks detail and context that would help users successfully complete the task.
• AI Readiness: 5/10 - Limited context and vague terminology reduce AI discoverability and understanding.
• Style Compliance: 7/10 - Follows basic FAQ structure but misses opportunities for clearer terminology and complete instructions.

Key Findings

Positive Aspects:

• Addresses a legitimate customer pain point identified through support channels
• Placed in the appropriate file (Understanding-Report-Statuses-and-Actions.md)
• Located in the FAQ section where users expect to find troubleshooting guidance
• Concise and to-the-point
• Consistent with the existing FAQ question-answer format

Areas for Improvement:

1. Incomplete Instructions: The answer only tells the employee what to do but does not explain what happens after the workspace is changed, if there are prerequisites, or any limitations.

2. Punctuation: The answer is missing a period at the end, which is inconsistent with other FAQs in the document.

3. Missing Context: The FAQ assumes users understand what an IOU is versus a regular expense report, where to find the More menu, and the implications of moving an IOU to a workspace.

4. Question Framing: The question is written from an admin/manager perspective but the answer is directed at the employee, creating a slight disconnect.

Recommendations

Priority Actions:

1. Add a period at the end of the answer for consistency
2. Add context about what happens after the workspace change
3. Consider referencing line 104 which already explains this feature

Files Reviewed

• docs/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions.md - New FAQ entry added. The addition is appropriate but needs refinement for clarity and completeness.

Overall Score: 6/10

The documentation addresses a real user need and is placed correctly within the existing structure. However, it falls short of providing the complete, clear guidance that users would need to successfully resolve their issue.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://98ffc805.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions

[melvin-bot]

@VictoriaExpensify looks like this was merged without a test passing. Please add a note explaining why this was done and remove the Emergency label if this is not an emergency.

[OSBotify]

🚀 Deployed to staging by https://github.com/VictoriaExpensify in version: 9.2.82-0 🚀

platform	result
🖥 desktop 🖥	success ✅
🕸 web 🕸	success ✅
🤖 android 🤖	failure ❌
🍎 iOS 🍎	success ✅

[OSBotify]

🚀 Deployed to staging by https://github.com/VictoriaExpensify in version: 9.2.82-0 🚀

platform	result
🖥 desktop 🖥	success ✅
🕸 web 🕸	success ✅
🤖 android 🤖	cancelled 🔪
🍎 iOS 🍎	success ✅

[OSBotify]

🚀 Deployed to staging by https://github.com/VictoriaExpensify in version: 9.2.82-0 🚀

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

[OSBotify]

🚀 Deployed to staging by https://github.com/VictoriaExpensify in version: 9.2.84-0 🚀

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

[OSBotify]

🚀 Deployed to production by https://github.com/AndrewGable in version: 9.2.84-8 🚀

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