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Documentation Index

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

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Process multiple approved expense reports for reimbursement in a single batch payment operation at the in-app route /fa/expenses/batch-process.

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Overview

This screen allows finance staff to batch-process pending expense reimbursements. It displays all pending reimbursement reports with filters for search (by report number, name, or employee name) and employee selector. Summary cards show total pending count, total pending amount, selected count, and selected amount. Reports are selected via checkboxes in the data table (maximum 100 per batch). The “Process Batch” button opens BatchReimbursementDialog to complete the payment. The table shows report number, name, date range, total amount, status, and employee columns.

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Who it’s for

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

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Before you start

  • Expense reports must be in “approved” status to appear as pending reimbursements.
  • An organization must be selected.

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Steps

1

Navigate to Batch Processing

Go to /fa/expenses/batch-process via Finance & Revenue Expenses section.
2

Review pending reports

All reports awaiting reimbursement are listed with totals.
3

Filter reports (optional)

Use the search input or employee selector to narrow the list.
4

Select reports

Check the reports to include in this batch (maximum 100).
5

Process the batch

Click “Process Batch” to open the BatchReimbursementDialog and complete the payment.

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Key concepts

  • MAX_BATCH_SIZE = 100 — maximum reports per batch
  • usePendingReimbursements — fetches reports in pending reimbursement status
  • BatchReimbursementDialog — dialog for completing the batch payment
  • selectedAmount — running total of selected report amounts

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/BatchReimbursementPage.tsx
  • src/cores/fa/hooks/useReimbursementPayments.ts