fix: pass workspace policyID only for GL-code export templates

src/CONST/index.ts

@@ -1984,6 +1984,8 @@ const CONST = {
         IN_APP: 'in-app',
     },
     EXPORT_TEMPLATE: 'exportTemplate',
+    // Marker present in a template column formula (e.g. {expense:category:glcode}) that requires a workspace policyID to resolve GL codes
+    EXPORT_TEMPLATE_GL_CODE_COLUMN_MARKER: ':glcode',
     NEXT_STEP: {
         MESSAGE_KEY: {
             WAITING_TO_ADD_TRANSACTIONS: 'waitingToAddTransactions',

src/hooks/useExportActions.ts

@@ -6,7 +6,7 @@ import type {PopoverMenuItem} from '@components/PopoverMenu';
 import {useSearchSelectionActions} from '@components/Search/SearchContext';
 import {openOldDotLink} from '@libs/actions/Link';
 import {exportReportToCSV, exportReportToPDF, exportToIntegration, markAsManuallyExported} from '@libs/actions/Report';
-import {getExportTemplates, queueExportSearchWithTemplate} from '@libs/actions/Search';
+import {doesExportTemplateRequireWorkspacePolicy, getExportTemplates, queueExportSearchWithTemplate} from '@libs/actions/Search';
 import getNonEmptyStringOnyxID from '@libs/getNonEmptyStringOnyxID';
 import {getConnectedIntegration, getValidConnectedIntegration} from '@libs/PolicyUtils';
 import {getFilteredReportActionsForReportView} from '@libs/ReportActionsUtils';
@@ -212,7 +212,13 @@ function useExportActions({reportID, policy, onPDFModalOpen}: UseExportActionsPa
             value: template.templateName,
             description: template.description,
             sentryLabel: CONST.SENTRY_LABEL.MORE_MENU.EXPORT_FILE,
-            onSelected: () => beginExportWithTemplate(template.templateName, template.type, transactionIDs, template.policyID),
+            onSelected: () =>
+                beginExportWithTemplate(
+                    template.templateName,
+                    template.type,
+                    transactionIDs,
+                    template.policyID ?? (doesExportTemplateRequireWorkspacePolicy(template) ? moneyRequestReport?.policyID : undefined),
+                ),
         };
     }
 

src/hooks/useSearchBulkActions.ts

@@ -19,6 +19,7 @@ import {setupMergeTransactionDataAndNavigate} from '@libs/actions/MergeTransacti
 import {deleteAppReport, exportReportToPDF, markAsManuallyExported, moveIOUReportToPolicy, moveIOUReportToPolicyAndInviteSubmitter} from '@libs/actions/Report';
 import {
     approveMoneyRequestOnSearch,
+    doesExportTemplateRequireWorkspacePolicy,
     exportSearchItemsToCSV,
     exportToIntegrationOnSearch,
     getExportTemplates,
@@ -572,7 +573,7 @@ function useSearchBulkActions({queryJSON}: UseSearchBulkActionsParams) {
     const {duplicateTransactions, duplicateTransactionViolations} = useDuplicateTransactionsAndViolations(selectedTransactionsKeys);
 
     const beginExportWithTemplate = useCallback(
-        (templateName: string, templateType: string, policyID: string | undefined) => {
+        (templateName: string, templateType: string, policyID: string | undefined, requiresWorkspacePolicy: boolean) => {
             const emptyReports =
                 selectedReports?.filter((selectedReport) => {
                     if (!selectedReport) {
@@ -593,6 +594,22 @@ function useSearchBulkActions({queryJSON}: UseSearchBulkActionsParams) {
                 return;
             }
             const serializedQuery = queryJSON ? serializeQueryJSONForBackend(queryJSON) : JSON.stringify(queryJSON);
+
+            // Only resolve a workspace policyID for templates that reference GL codes. Account-level templates with plain
+            // {expense:category}/{expense:tag} columns must keep policyID undefined, otherwise the backend can't generate the
+            // file (see #93088). When resolving, only fall back to the selection's workspace when every selected transaction
+            // belongs to a single real workspace, so GL codes aren't resolved against the wrong workspace.
+            const resolveFallbackPolicyID = () => {
+                if (!requiresWorkspacePolicy) {
+                    return undefined;
+                }
+                if (areAllMatchingItemsSelected) {
+                    return queryJSON?.policyID?.length === 1 ? queryJSON.policyID.at(0) : undefined;
+                }
+                const allSelectedHavePolicy = Object.values(selectedTransactions).every((transaction) => !!transaction.policyID);
+                return allSelectedHavePolicy && selectedPolicyIDs.length === 1 ? selectedPolicyIDs.at(0) : undefined;
+            };
+            const exportPolicyID = policyID ?? resolveFallbackPolicyID();
             let exportID: string;
 
             if (areAllMatchingItemsSelected) {
@@ -603,7 +620,7 @@ function useSearchBulkActions({queryJSON}: UseSearchBulkActionsParams) {
                         jsonQuery: serializedQuery,
                         reportIDList: [],
                         transactionIDList: [],
-                        policyID,
+                        policyID: exportPolicyID,
                     },
                     true,
                 );
@@ -616,14 +633,24 @@ function useSearchBulkActions({queryJSON}: UseSearchBulkActionsParams) {
                         jsonQuery: isGroupExport ? serializeQueryJSONForBackend(addSelectedGroupsFilter(queryJSON, selectedTransactions, currentSearchResults?.data)) : '{}',
                         reportIDList: isGroupExport ? [] : selectedTransactionReportIDs,
                         transactionIDList: isGroupExport ? [] : selectedTransactionsKeys,
-                        policyID,
+                        policyID: exportPolicyID,
                     },
                     true,
                 );
             }
             setActiveExportID(exportID);
         },
-        [selectedReports, selectedTransactions, isOffline, areAllMatchingItemsSelected, currentSearchResults?.data, queryJSON, selectedTransactionReportIDs, selectedTransactionsKeys],
+        [
+            selectedReports,
+            selectedTransactions,
+            isOffline,
+            areAllMatchingItemsSelected,
+            currentSearchResults?.data,
+            queryJSON,
+            selectedTransactionReportIDs,
+            selectedTransactionsKeys,
+            selectedPolicyIDs,
+        ],
     );
 
     const policyIDsWithVBBA = useMemo(() => {
@@ -1509,7 +1536,7 @@ function useSearchBulkActions({queryJSON}: UseSearchBulkActionsParams) {
                         icon: isStandardTemplate ? expensifyIcons.Table : expensifyIcons.TablePencil,
                         description: template.description,
                         onSelected: () => {
-                            beginExportWithTemplate(template.templateName, template.type, template.policyID);
+                            beginExportWithTemplate(template.templateName, template.type, template.policyID, doesExportTemplateRequireWorkspacePolicy(template));
                         },
                         shouldCloseModalOnSelect: true,
                         shouldCallAfterModalHide: true,

src/libs/actions/Search.ts

@@ -1392,6 +1392,16 @@ function getExportTemplates(
     return [...exportTemplates, ...integrationsTemplates, ...accountInAppTemplates, ...policyInAppTemplates];
 }
 
+/**
+ * Account-level export templates have no policyID by design. Only templates that reference GL codes
+ * (e.g. {expense:category:glcode}) need a workspace policyID for the backend to resolve them. Plain
+ * {expense:category}/{expense:tag} templates must keep policyID undefined — sending a workspace policyID
+ * for them prevents the backend from generating the file for account-level templates (see #93088).
+ */
+function doesExportTemplateRequireWorkspacePolicy(template: ExportTemplate): boolean {
+    return (template.columns ?? []).some((column) => column.includes(CONST.EXPORT_TEMPLATE_GL_CODE_COLUMN_MARKER));
+}
+
 /**
  * Updates the form values for the advanced filters search form.
  */
@@ -1698,6 +1708,7 @@ export {
     handleBulkPayItemSelected,
     isCurrencySupportWalletBulkPay,
     getExportTemplates,
+    doesExportTemplateRequireWorkspacePolicy,
     getReportType,
     getTotalFormattedAmount,
     setOptimisticDataForTransactionThreadPreview,

src/types/onyx/ExportTemplate.ts

@@ -16,6 +16,9 @@ type ExportTemplate = OnyxCommon.OnyxValueWithOfflineFeedback<{
 
     /** Description of the template */
     description: string;
+
+    /** Column formulas the template exports (e.g. {expense:category:glcode}); present for in-app/CSV layout templates */
+    columns?: string[];
 }>;
 
 export default ExportTemplate;