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[NO QA] Edits to formatting and addition of guided review guide for submit re… #53567

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Dec 6, 2024
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[NO QA] Edits to formatting and addition of guided review guide for submit re… #53567

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Edits to formatting and addition of guided review guide for submit re…
greg-schroeder Dec 4, 2024
1246947
Change info section to matching selector
greg-schroeder Dec 4, 2024
641e2eb
Forgot to close the selector
greg-schroeder Dec 4, 2024
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22 changes: 19 additions & 3 deletions docs/articles/expensify-classic/reports/Submit-or-retract-a-report.md
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Expand Up @@ -4,7 +4,7 @@ description: Submit a report for reimbursement or retract a submitted report to
---
<div id="expensify-classic" markdown="1">

Once your report is ready to send, you can submit your expenses for approval. Depending on your workspace settings, your reports may be automatically submitted for you, or you may have to manually submit them.
Once your report is ready to send, you can submit your expenses for approval.

{% include info.html %}
Depending on your workspace settings, your reports may be automatically submitted or approved. In this case, you will not need to manually submit your reports.
Expand Down Expand Up @@ -41,10 +41,28 @@ Depending on your workspace settings, your reports may be automatically submitte

{% include end-selector.html %}

# Submit a report via guided review (Desktop Only)

{% include selector.html values="desktop" %}

{% include option.html value="desktop" %}
1. Click the **Reports** tab on the Expensify website.
2. Click a report to open it.
3. Click the **Review** button at top of the report.
4. Follow guided review to check each expense. If the expense looks ready to submit, click **Submit**.
5. Once you've clicked Submit on all expenses on the report, the report will be submitted.
{% include end-option.html %}

{% include end-selector.html %}

# Retract a report

You can retract a submitted report to edit the reported expenses and re-submit the report.

{% include info.html %}
**Note:** Workspaces with Instant Submit set as the Scheduled Submit frequency won’t have the option to Retract entire reports, only individual expenses.
{% include end-info.html %}

{% include selector.html values="desktop, mobile" %}

{% include option.html value="desktop" %}
Expand All @@ -60,8 +78,6 @@ You can retract a submitted report to edit the reported expenses and re-submit t
4. Tap **Retract** at the top of the report.
{% include end-option.html %}

**Note:** Workspaces with Instant Submit set as the Scheduled Submit frequency won’t have the option to Retract entire reports, only individual expenses.

{% include end-selector.html %}

</div>
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