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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 bank account details, transaction history, and sync controls for a specific bank account at the in-app route /fa/bank-accounts/:id.

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Overview

This screen displays the details of a single bank account identified by the :id URL parameter. The header shows the account name, masked account number, bank name, and active/inactive status badge. An Account Details card shows account type, routing number (or ”—”), linked GL account and number, GL balance, and bank balance (when available). For Plaid-connected accounts (bank_provider === 'plaid' and plaid_connection_status === 'connected'), Sync Now, Fetch History, and Reconcile buttons appear. Charts show transaction category breakdown and balance trend when transaction data is available. A Recent Transactions section lists up to 100 transactions (paginated by “Load More”) with date, type, check number, and amount — negative amounts appear in destructive color. Filters for date range, amount range, and transaction type are available.

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Who it’s for

No explicit permission gate on this route. The route is registered without a RequirePermission wrapper in fa.tsx.

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Before you start

  • The bank account must already exist and be connected or manually added.
  • An organization must be selected.

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Steps

1

Navigate to the account

Open the Banking Hub at /fa/banking and click an account, or navigate directly to /fa/bank-accounts/:id.
2

Review account details

The Account Details card shows type, routing number, GL account, and balances.
3

Review charts

Balance trend and category breakdown charts appear when transaction data exists.
4

Apply transaction filters

Use the date, amount, and type filters to narrow the transactions list.
5

Sync transactions (Plaid only)

Click Sync Now to trigger a Plaid transaction sync for connected accounts.
6

Fetch history (Plaid only)

Click Fetch History to open HistoricalSyncDialog for a specific date range.
7

Start reconciliation (Plaid only)

Click Reconcile to navigate to /fa/reconciliations/new?accountId=....
8

Load more transactions

Click “Load More” to fetch additional transactions in increments of 100.

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Key concepts

  • plaid_connection_status — connected enables Plaid sync controls
  • maskAccountNumber — masks the account number for display
  • transaction_type — used for the type filter dropdown
  • fa_bank_statement_lines — transaction records sourced from bank statements

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/BankAccountDetailPage.tsx
  • src/cores/fa/hooks/useBankAccounts.ts