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Documentation Index

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Expense Report displays the full detail view for a single expense report, including a summary card, expense lines, approval history timeline, and action buttons for submitting, approving, posting to GL, or deleting. Route: /fa/expenses/:id.

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Overview

The Expense Report detail page is accessible at /fa/expenses/:id and requires permission fa.expenses.view. The component (ExpenseReportDetailPage) fetches the report via useExpenseReport, its lines via useExpenseLinesByReport, pending approvals via usePendingApprovals, and approval history via useExpenseApprovalHistory. It renders:
  • ExpenseReportSummaryCard — header summary with status badge (ExpenseReportStatusBadge)
  • ExpenseLinesTable — tabular view of expense line items
  • ApprovalHistoryTimeline — chronological approval events
  • Action buttons: submit (useSubmitExpenseReport), approve (ExpenseApprovalDialog), post to GL (PostToGLDialog), edit (navigates to /fa/expenses/:id/edit), delete (useSoftDeleteExpenseReport)
  • An AlertDialog confirms destructive actions

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Who it’s for

Requires permission fa.expenses.view.

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Before you start

  • You must have fa.expenses.view permission.
  • To approve or post to GL, additional permissions may be required (SME: confirm).

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Steps

  1. Navigate to the expense report list and click a report, or go to /fa/expenses/:id.
  2. Review ExpenseReportSummaryCard for report totals and current status.
  3. Review individual lines in ExpenseLinesTable.
  4. Review ApprovalHistoryTimeline for prior approval events.
  5. Use available action buttons based on the report’s current status and your permissions.

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Key concepts

ConceptDescription
ExpenseReportSummaryCardHeader card with report metadata and status
ExpenseLinesTableTable of individual expense line items
ApprovalHistoryTimelineChronological record of approval events
PostToGLDialogDialog confirming and executing GL posting
useSoftDeleteExpenseReportSoft-delete mutation; SME: confirm reversibility

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/ExpenseReportDetailPage.tsx