Workspace - "Start Over" Button Is Missing For A CAD Manual Bank Account Flow

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Workspace - "Start over" button is missing for a CAD manual bank account flow

As we continue to improve and refine our workspace features, we have encountered a critical issue that affects the user experience. The "Start over" button is missing for a CAD manual bank account flow, which can lead to frustration and confusion for users. In this article, we will delve into the details of this issue, provide a step-by-step guide on how to reproduce it, and discuss potential workarounds.

The "Start over" button is a crucial feature that allows users to start the bank account connection process from scratch. However, in the case of a CAD manual bank account flow, this button is missing. This issue can be reproduced on both staging and production environments, although the production environment requires users to update the currency to USD before the issue can be observed.

To reproduce this issue, follow these steps:

  1. Navigate to the staging environment: Open a web browser and navigate to https://staging.new.expensify.com/.
  2. Log in with a new Expensifail account: Create a new account on the staging environment.
  3. Create a workspace with "CAD" default currency: Set up a new workspace with the "CAD" default currency.
  4. Navigate to Workspace settings - Workflows - Connect bank account - Connect manually: Access the Workspace settings and navigate to the Connect bank account section.
  5. Click on the "Confirm" button: Click on the "Confirm" button to proceed with the bank account connection process.
  6. Input any formally valid data to all of the fields: Enter any valid data in the required fields.
  7. Click on the "Next" button: Click on the "Next" button to proceed to the next step.
  8. Dismiss the RHP by clicking away: Dismiss the Right Hand Panel (RHP) by clicking away from it.
  9. Click on the "Connect bank account" button: Click on the "Connect bank account" button to complete the bank account connection process.

After completing the above steps, the "Start over" button should be visible, allowing users to start the bank account connection process from scratch.

However, in the case of a CAD manual bank account flow, the "Start over" button is missing, making it impossible for users to start the bank account connection process from scratch.

Unfortunately, there is no known workaround for this issue.

This issue has been observed on the following platforms:

  • MacOS: Chrome / Safari
  • MacOS: Desktop

A screenshot of the issue can be found at the following link:

https://github.com/user-attachments/assets/be2e8894-5bbc-4a09-b8b7-51bbf81c9dc4

If you are interested in contributing to the Expensify project, please check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel.

This issue is related to the following issues:

If you are interested in working on this issue or other related projects, please visit the following link to view all open jobs:

https://github.com/Expensify/App/issues?q=is%3Aopen+is%3Aissue+label%3A"Help+Wanted"
Workspace - "Start over" button is missing for a CAD manual bank account flow: Q&A

In our previous article, we discussed the issue of the missing "Start over" button for a CAD manual bank account flow in the Expensify workspace. In this article, we will provide a Q&A section to address some of the frequently asked questions related to this issue.

A: The "Start over" button is a crucial feature that allows users to start the bank account connection process from scratch. It provides users with the option to reset the entire process and start again from the beginning.

A: The "Start over" button is missing for a CAD manual bank account flow due to a bug in the Expensify workspace. This bug affects the user experience and makes it impossible for users to start the bank account connection process from scratch.

A: Yes, you can still connect your bank account without the "Start over" button. However, you will need to complete the entire bank account connection process without the option to start over.

A: You can report this issue by creating a new issue on the Expensify GitHub repository. Please provide as much detail as possible, including the steps you took to reproduce the issue and any relevant screenshots or videos.

A: Yes, you can get help from the Expensify support team. Please contact them through the Expensify support portal or email them at support@expensify.com.

A: No, this issue is not specific to the CAD manual bank account flow. However, it is more likely to occur in this specific scenario.

A: Yes, you can work on this issue. Please check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel.

A: The current status of this issue is that it is being investigated and prioritized by the Expensify development team. We will provide updates on the status of this issue as more information becomes available.

A: Yes, you can get involved in the development process. Please check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel.

We hope this Q&A article has provided you with the information you need to the issue of the missing "Start over" button for a CAD manual bank account flow. If you have any further questions or concerns, please don't hesitate to reach out to us. We are always here to help.