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[NO QA] Docs updates for E/A#87790 Add credit balance to subscription details#88405

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stephanieelliott merged 1 commit into
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melvin-docs-credit-balance-87790
May 6, 2026
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[NO QA] Docs updates for E/A#87790 Add credit balance to subscription details#88405
stephanieelliott merged 1 commit into
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melvin-docs-credit-balance-87790

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@MelvinBot

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Summary

  • Documents the new Credit balance row added to Settings > Subscription > Subscription details in [Internal QA] Add credits balance to subscription settings #87790
  • Updates the "How to manage your subscription details" section in the help article to mention that users with prepaid Expensify credits will see their balance displayed

Related PR

#87790

Test plan

  • Verify the help article renders correctly on the help site
  • Confirm the "Credit balance" bullet matches the UI label exactly

Documents the new Credit balance row that appears in Subscription details
when a user has prepaid Expensify credits, matching the UI change in
#87790.

Co-authored-by: Gandalf <allgandalf@users.noreply.github.com>
@stephanieelliott stephanieelliott added the HelpDot Apply this label if the issue relates to ExpensifyHelp label May 6, 2026
@stephanieelliott stephanieelliott marked this pull request as ready for review May 6, 2026 23:35
@stephanieelliott stephanieelliott self-requested a review as a code owner May 6, 2026 23:35
@stephanieelliott stephanieelliott merged commit f11f96c into main May 6, 2026
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@stephanieelliott stephanieelliott deleted the melvin-docs-credit-balance-87790 branch May 6, 2026 23:35
@melvin-bot

melvin-bot Bot commented May 6, 2026

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@stephanieelliott 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.

@melvin-bot melvin-bot Bot added the Emergency label May 6, 2026
- **Current plan:** View your subscription type and number of seats.
- **Billing info:** See your payment method and next renewal date.
- **Auto-renew:** Check when your subscription will automatically renew (e.g., **Renews on Nov 1, 2026**).
- **Credit balance:** If your account has prepaid Expensify credits, this row displays your current credit balance. It appears only when you have a positive balance.

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Readability / structure: This bullet breaks the action-oriented pattern established by the surrounding items. Every other bullet in this list starts with an imperative verb after the label colon ("View your...", "See your...", "Check when...", "See how much..."), but this one starts with a conditional ("If your account has...").

To stay consistent and concise, consider rewriting to follow the same pattern:

Suggested change
- **Credit balance:** If your account has prepaid Expensify credits, this row displays your current credit balance. It appears only when you have a positive balance.
- **Credit balance:** View your prepaid Expensify credit balance (visible only when you have a positive balance).

@github-actions

github-actions Bot commented May 6, 2026

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HelpDot Documentation Review

Overall Assessment

This PR adds a single bullet point documenting the new Credit balance row in the Subscription section. The addition is minimal (one line), well-written, and fits naturally into the existing list of subscription detail descriptions. The new line follows the same formatting pattern as its surrounding items and provides clear, conditional visibility information.

Scores Summary

  • Readability: 9/10 - The new line is clear, concise, and follows the established bullet-list pattern of the surrounding content. It explains both what the row shows and when it appears, which is helpful for users. Sentence structure is clean and scannable.
  • AI Readiness: 8/10 - The new content uses the exact feature label ("Credit balance") and provides context about prepaid Expensify credits, which supports semantic retrieval. The existing article already has proper YAML frontmatter with internalScope, task-based headings, and "How to..." sections. Minor note: the keywords array in the frontmatter could be updated to include "credit balance" or "prepaid credits" to improve discoverability, but this is a suggestion rather than a requirement.
  • Style Compliance: 9/10 - The new line correctly bolds the UI label (Credit balance:), uses exact UI terminology, and follows the same formatting pattern (bold label with colon, followed by description) as the other items in the list. This is consistent with HELPSITE_NAMING_CONVENTIONS.md requirements for UI element referencing.

Key Findings

  • The added line integrates seamlessly with the existing bullet list structure under "How to manage your subscription details."
  • The conditional visibility note ("It appears only when you have a positive balance") is a good practice -- it preempts user confusion about why the row might not be visible.
  • The bolding of Credit balance: correctly matches the pattern used for Current plan:, Billing info:, Auto-renew:, and Auto-increase annual seats:.
  • No governance violations were found in the proposed change.

Recommendations

  • Consider adding "credit balance" or "prepaid credits" to the YAML keywords array to improve search discoverability for this new feature. This is optional but would strengthen AI retrieval.
  • No other changes are needed for this addition.

Files Reviewed

  • docs/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription.md - One line added. Clean, compliant addition describing the Credit balance row in subscription details.

@OSBotify

OSBotify commented May 8, 2026

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🚀 Deployed to staging by https://github.com/stephanieelliott in version: 9.3.69-0 🚀

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

Bundle Size Analysis (Sentry):

@OSBotify

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🚀 Deployed to production by https://github.com/Beamanator in version: 9.3.69-18 🚀

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

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3 participants