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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

View and manage all employee expense reports and reimbursements across the organization at the in-app route /fa/expenses/reports.

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Overview

This screen renders ExpenseReportsPage with filter="all", showing all expense reports across the organization (not filtered to the current user). The page title is “All Expense Reports” and the description reads “Manage all employee expense reports and reimbursements.” A “New Report” button links to /fa/expenses/new. The table supports viewing, editing, submitting for approval, and soft-deleting individual reports. A confirmation dialog is presented before deletion.

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Who it’s for

Required permission: fa.expenses.view (enforced at the route via RequirePermission).

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Before you start

  • An organization must be selected.
  • Expense reports are submitted by employees and then reviewed here by managers or finance staff.

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Steps

1

Navigate to All Expense Reports

Go to /fa/expenses/reports via the Finance & Revenue Expenses section.
2

Review the reports table

The table shows report number, name, date range, total amount, status, created date, and employee.
3

Open a report

Click View on a row to open ExpenseReportDetailPage at /fa/expenses/:id.
4

Edit a report

Click Edit to open ExpenseReportEditPage at /fa/expenses/:id/edit.
5

Submit for approval

Click Submit on a draft report. A toast confirms submission with the report_number.
6

Delete a report

Click Delete; confirm in the dialog. The report is soft-deleted.

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Key concepts

  • filter="all" — this page shows all organization reports, unlike “My Expenses” which filters to the current user
  • report_number — the display identifier for an expense report
  • Soft delete — deleted reports are marked inactive, not permanently removed

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/ExpenseReportsPage.tsx
  • src/cores/fa/hooks/useExpenseReports.ts