Skip to main content

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.

Edit Expense Report allows users to update an existing expense report’s header information and manage individual expense line items. Route: /fa/expenses/:id/edit.

​
Overview

The Edit Expense Report page is accessible at /fa/expenses/:id/edit and requires permission fa.expenses.edit. The component (ExpenseReportEditPage) fetches the report via useExpenseReport and its lines via useExpenseLinesByReport. It renders ExpenseReportForm for header fields (report_name, description, start_date, end_date, site_id, default_gl_account_id) and manages expense lines through useCreateExpenseLine, useUpdateExpenseLine, and useSoftDeleteExpenseLine. On success, the component calls useSubmitExpenseReport if the report is ready for submission. Account options come from useAccounts; fund options from useFunds; site options from useSiteList.

​
Who it’s for

Requires permission fa.expenses.edit.

​
Before you start

  • You must have fa.expenses.edit permission.
  • The expense report must be in an editable status.

​
Steps

  1. Open the expense report at /fa/expenses/:id and click Edit.
  2. Update header fields (report name, date range, site, default GL account) in ExpenseReportForm.
  3. Add, update, or remove individual expense lines using the line item editor.
  4. Save changes via the form submit action.
  5. On success, the page navigates back to the expense report detail.

​
Key concepts

ConceptDescription
ExpenseReportFormShared form component for expense report header fields
useExpenseLinesByReportHook fetching expense lines for the report
useSoftDeleteExpenseLineSoft-deletes a line item without permanent removal
default_gl_account_idOptional default GL account applied to new lines

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

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/ExpenseReportEditPage.tsx