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The path /fa/bank-statements redirects to the Banking hub at /fa/banking?tab=statements and is not a standalone screen.

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Overview

This path is a legacy redirect. The route /fa/bank-statements is registered in fa.tsx as <Navigate to="/fa/banking?tab=statements" replace />. Navigating to this URL will immediately redirect the browser to the Banking Hub with the statements tab active. Individual statement detail pages remain accessible at /fa/bank-statements/:id.

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Who it’s for

Access follows your organization’s role and module configuration. The Banking Hub has no top-level RequirePermission wrapper.

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Viewing a bank statement

Selecting a statement opens its detail view at /fa/bank-statements/:id. 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. Before you start:
  • The bank statement must already exist.
  • An organization must be selected.
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
  1. Open the Banking Hub at /fa/banking?tab=statements and click a statement row, or navigate to /fa/bank-statements/:id directly.
  2. Review the statement header: date and masked account number.
  3. Review the transaction lines in StatementLinesPreview.
  4. Click Delete and confirm in the dialog to delete the statement. You will be redirected to the statements list.

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