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[Due for payment 2026-11-02] Bulk edit company card transaction start dates #101355
Description
@JmillsExpensify and I were discussing recent customer feedback about bulk adjusting company card start date and think this is a quick win worth adding.
Details
- Today, admins can update a transaction start date for one assigned company card from its details page. They can choose a custom date or
From the beginning. - Updating this date already triggers a re-scrape for that card. Transactions before the selected date are excluded, and transactions already stored for the card are deduplicated.
- We are not changing that existing import, date-filtering, or deduplication behavior in this issue. Just adding an entry point to adjust this for multiple cards at once using the existing logic.
- The Company cards bulk-actions menu already shows card-specific actions only when every selected card is assigned. If any selected card is unassigned, it hides those actions while keeping generic actions such as Export as CSV available.
- Bulk action: add an
Update transaction start dateaction to that menu, using the same assigned-cards-only eligibility rule. - Transaction start date page: selecting the action opens the existing transaction-start-date page with copy clarifying that the chosen date will apply to all selected cards. I think that is sufficient versus showing all the selected cards on this page. Updated body copy:
Choose a transaction start date for all selected cards. We'll sync transactions from that date onwards, excluding those we already imported.
- Bulk update: saving sends a new command that accepts multiple card IDs and applies the existing per-card transaction-start-date behavior to every selected card.
- Success toast: after the update succeeds, show a success growl on the company card page as feedback.
Mockups
Issue Owner
Current Issue Owner: @Eskalifer1Metadata
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Activity
melvin-bot commentedon Sep 16, 2026
Triggered auto assignment to Design team member for new feature review - @shawnborton (
NewFeature)joekaufmanexpensify commentedon Sep 16, 2026
@shawnborton would you be able to help put together a quick set of mocks for this bulk flow before we proceed?
shawnborton commentedon Sep 17, 2026
Figma here.
Here is the flow you are requesting:
If we wanted to do something more subtle, we could growl for success? cc @Expensify/design for thoughts on that, not sure if we do that elsewhere or not:
shawnborton commentedon Sep 17, 2026
(Feel free to make edits/copy changes directly in the Figma!)
dannymcclain commentedon Sep 17, 2026
Mocks look good and IMO this is an ideal place to use a toast for a success message. 🍞
joekaufmanexpensify commentedon Sep 17, 2026
Nice, looking really great. I'm not aware of any existing growls/toasts in newdot today (and codex agrees). That said, I agree this would be a very ideal place to use one, so down to get toasty if everyone is good with the new pattern. Otherwise, the success page looks great too.
dubielzyk-expensify commentedon Sep 17, 2026
Looks good to me too. Agree with Danny it's a perfect use of toast 👍
We've just started using it. There should be a PR already using it if not already merged.
shawnborton commentedon Sep 18, 2026
Sweet, let's do 🍞 then!
joekaufmanexpensify commentedon Sep 18, 2026
Nice, sounds great. I will update the OP with the mocks and get this going. 👍
33 remaining items
melvin-bot commentedon Oct 26, 2026
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joekaufmanexpensify commentedon Oct 26, 2026
PR on staging
melvin-bot commentedon Oct 26, 2026
@marcochavezf @hungvu193
The solution for this issue has been 🚀 deployed to production 🚀 in version 9.5.20-5 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:
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hungvu193 commentedon Oct 27, 2026
PR hit prod today 👍
melvin-bot commentedon Oct 27, 2026
@hungvu193 — to hire @Eskalifer1 on Upwork, add the External label so a job is created and the offer is sent automatically.
[-]Bulk edit company card transaction start dates[/-][+][Due for payment 2026-11-02] Bulk edit company card transaction start dates[/+]