Skip to content

[No QA] Docs updates for E/A#86932 disabled category and tag expense alerts #93865

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Merged
muttmuure merged 3 commits into from
Jul 2, 2026
+16 −0
Merged

[No QA] Docs updates for E/A#86932 disabled category and tag expense alerts #93865

Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
3 commits
Select commit Hold shift + click to select a range
f9fc3d0
Docs: document disabled category/tag alerts on expenses
MelvinBot Jun 17, 2026
e5995a3
Update Create-and-manage-expense-tags.md
stephanieelliott Jun 20, 2026
7f410e8
Update Create-expense-categories.md
stephanieelliott Jun 20, 2026
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
8 changes: 8 additions & 0 deletions docs/articles/new-expensify/workspaces/Create-and-manage-expense-tags.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -213,6 +213,14 @@ Yes. When a tag is changed manually, the update appears in the expense chat.

It will be removed from the workspace’s tag list. However, it will still appear on expenses or reports where it was previously applied.

## What happens to an expense if its tag is disabled on the workspace?

If tags are disabled on the workspace while an expense still has a tag applied, the **Tag** field stays on the expense with a **Tag no longer valid** violation.

To resolve the violation, select the **Tag** field on the expense. A **Tag disabled** alert appears with options for managing the disabled tag.

Alternatively, you can enable tags on the workspace to edit the tag directly.

## Why can’t I enable multi-level tags?

Multi-level tags are available on Control workspaces only. If your Control workspace is connected to an accounting integration, you will need to manage tags in your accounting system and sync them into Expensify.
Expand Down
8 changes: 8 additions & 0 deletions docs/articles/new-expensify/workspaces/Create-expense-categories.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -181,6 +181,14 @@ Yes. When a category is manually edited, the change is logged in the related exp

It will be removed from the workspace’s category list. However, it will remain visible on previously submitted or drafted reports where it was already applied.

## What happens to an expense if its category is disabled on the workspace?

If categories are disabled on the workspace while an expense still has a category applied, the **Category** field stays on the expense with a **Category no longer valid** violation.

To resolve the violation, select the **Category** field on the expense. A **Category disabled** alert appears with options for managing the disabled category.

Alternatively, you can enable tags on the workspace to edit the category directly.

## How can members see GL codes?

GL codes are not visible to members by default. If visibility is required, consider including the GL code in the category name itself.
Expand Down
Loading