Skip to content

Make it easier to change a business bank account linked to the workspace #79607

@trjExpensify

Description

@trjExpensify

If you haven’t already, check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel!


Version Number: v9.3.0-1
Reproducible in staging?: Y
Reproducible in production?: Y
If this was caught during regression testing, add the test name, ID and link from BrowserStack: No
Issue reported by: @VictoriaExpensify (CC: @joekaufmanexpensify @dannymcclain @sonialiap)
Slack conversation: #migrate

Action Performed:

  1. Add two business bank accounts to your account
  2. Connect one to the workspace successfully
  3. Go to Workflows > Make or track payments > click on the bank account

Expected Result:

This is an improvement.

  1. When an admin of a workspace clicks on the bank account in Workflows show this screen:
Image
  1. When they click Change bank account navigate them to this existing screen if they have other bank accounts they can add instead:
Image
  1. Else, this existing screen if they don't have an existing bank account:
Image

Actual Result:

Today, the only option you see is to Disconnect bank account, so it's unclear that you need to do that first to see your other business bank accounts to change over to.

Image

Workaround:

Disconnect first, then add another existing bank account.

Platforms:

Select the officially supported platforms where the issue was reproduced:

  • Android: App
  • Android: mWeb Chrome
  • iOS: App
  • iOS: mWeb Safari
  • iOS: mWeb Chrome
  • Windows: Chrome
  • MacOS: Chrome / Safari

Screenshots/Videos

In-line above.

View all open jobs on GitHub

Issue OwnerCurrent Issue Owner: @ZhenjaHorbach

Metadata

Metadata

Labels

BugSomething is broken. Auto assigns a BugZero manager.DailyKSv2ExternalAdded to denote the issue can be worked on by a contributorHelp WantedApply this label when an issue is open to proposals by contributors

Type

No type

Projects

Status

MEDIUM or LOW

Milestone

No milestone

Relationships

None yet

Development

No branches or pull requests

Issue actions