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Documentation Index

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Expense Dashboard is the central overview for expense management, displaying summary statistics, an approval queue widget, a category breakdown widget, and a list of recent expense reports. Route: /fa/expenses redirects to /fa/payables?tab=expenses; the ExpenseDashboardPage component is mapped to this route via the ExpenseDashboardPage export.

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Overview

The ExpenseDashboardPage component renders summary stat cards (loaded via useExpenseDashboardStats), an approval queue widget (FAExpenseApprovalQueueWidget), a category breakdown widget (FAExpenseCategoryWidget), and a recent reports widget (FARecentExpenseReportsWidget). A New Report button is gated behind fa.expenses.create; a Policies button links to /fa/settings/expense-policies (gated behind fa.expense-policies.view). The route /fa/expenses is currently a legacy redirect to /fa/payables?tab=expenses.

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Who it’s for

Requires fa.expenses.view (inferred from related expense routes). Create requires fa.expenses.create.

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Before you start

  • Navigate to the Payables Hub (/fa/payables?tab=expenses) or search for the expense dashboard in navigation.

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Steps

  1. Open the Expense Dashboard.
  2. Review summary stat cards from useExpenseDashboardStats.
  3. Check the approval queue in FAExpenseApprovalQueueWidget.
  4. Review category spending in FAExpenseCategoryWidget.
  5. Open a recent expense report from FARecentExpenseReportsWidget.
  6. Click New Report to create a new expense report (requires fa.expenses.create).

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Key concepts

ConceptDescription
useExpenseDashboardStatsHook returning summary metrics for expense management
FAExpenseApprovalQueueWidgetWidget showing expense reports pending approval
FAExpenseCategoryWidgetWidget breaking down expenses by category
FARecentExpenseReportsWidgetWidget listing recently updated expense reports

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/ExpenseDashboardPage.tsx