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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 a bank statement record with statement date, lines preview, and delete option at the in-app route /fa/bank-statements/:id.

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Overview

This screen displays the details of a single bank statement identified by the :id URL parameter. The page header shows the statement date formatted as “Statement - Month DD, YYYY”. Statement details include the masked account number. A delete button opens a ConfirmationDialog; on confirmation, the statement is deleted via useDeleteBankStatement and the user is navigated back to /fa/bank-statements. The StatementLinesPreview component renders the transaction lines for the statement. The breadcrumb shows the formatted statement date.

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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 statement must already exist.
  • An organization must be selected.

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Steps

1

Navigate to the statement

Open the Banking Hub at /fa/banking?tab=statements and click a statement row, or navigate to /fa/bank-statements/:id directly.
2

Review statement details

The header shows the statement date and masked account number.
3

Review statement lines

The StatementLinesPreview component shows the transaction lines for this statement.
4

Delete the statement (if needed)

Click Delete and confirm in the dialog. You will be redirected to the statements list.

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Key concepts

  • maskAccountNumber — masks the bank account number for display
  • StatementLinesPreview — component showing transaction lines for the statement
  • statement_date — the date of the bank statement record

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/BankStatementDetailPage.tsx
  • src/cores/fa/hooks/useBankStatements.ts