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@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 date action 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.
@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
From the beginning.Update transaction start dateaction to that menu, using the same assigned-cards-only eligibility rule.Choose a transaction start date for all selected cards. We'll sync transactions from that date onwards, excluding those we already imported.Mockups
Issue Owner
Current Issue Owner: @hungvu193