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[Payment due @situchan] [No QA] Docs updates for E/A#97401 Settle balance confirmation step - #99705

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[Payment due @situchan] [No QA] Docs updates for E/A#97401 Settle balance confirmation step#99705
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Explanation of Change

PR #97401 added a confirmation modal before an Expensify Card balance is settled. Clicking Settle balance now opens a confirmation window, and the settlement only fires after the user confirms.

The help article How to Troubleshoot Expensify Card Issues documented the old flow (a single click triggered settlement immediately) and also used the wrong capitalization (Settle Balance). This updates the "refresh the workspace's Expensify Card limit" steps to:

  • Match the current button label Settle balance (sentence case, per the live UI / en.ts).
  • Add the new confirmation step so the documented flow matches the app.

Related PR

Fixed Issues

$ N/A — documentation follow-up for the behavior change in E/A#97401

Tests

N/A — documentation-only change.

QA Steps

N/A — documentation-only change.

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I verified any copy / text that was added to the app is grammatically correct in English and matches the exact UI labels.

@situchan, please review the files changed and confirm they reflect the current behavior. Then post a new comment saying @MelvinBot mark this PR as ready for review.

Co-authored-by: Situ Chandra Shil <situchan@users.noreply.github.com>
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Aug 27, 2026
@github-actions github-actions Bot changed the title Docs updates for E/A#97401 Settle balance confirmation step [No QA] Docs updates for E/A#97401 Settle balance confirmation step Aug 27, 2026
@OSBotify

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A preview of your ExpensifyHelp changes have been deployed to https://6852a7e7.helpdot.pages.dev ⚡️

Updated articles:

@situchan

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LGTM

@melvin-bot melvin-bot Bot changed the title [No QA] Docs updates for E/A#97401 Settle balance confirmation step [Payment due @situchan] [No QA] Docs updates for E/A#97401 Settle balance confirmation step Aug 28, 2026
@melvin-bot

melvin-bot Bot commented Aug 28, 2026

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🎯 @situchan, thanks for reviewing and testing this PR! 🎉

A payment issue will be created for your review once this PR is deployed to production.
E/E issue linked to the PR - no internal issue.

If payment is not needed (e.g., regression PR review fix etc), react with 👎 to this comment to prevent the payment issue from being created.

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3 participants