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Functional Expenses renders the functional expenses report organized by expense function and nature, with filters for fiscal period and fund, and options to export and save the report definition. Route: /fa/reports/functional-expenses.

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Overview

The Functional Expenses page is accessible at /fa/reports/functional-expenses. No explicit RequirePermission wrapper is on this route. The component (FunctionalExpensesPage) uses useReportFilters for filter state (periodId, fundId), fetches fiscal periods via useFiscalPeriods, funds via useFunds, and report data via useFunctionalExpenses({ organizationId, periodId, fundId }). Results are rendered via FunctionalExpensesReport with a ReportHeader. Export is available via ReportExportButtons. Report definitions can be saved via SaveReportDialog using useSaveReportDefinition.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Functional expense classifications must be applied to the chart of accounts or transactions.
  • At least one fiscal period must be configured.

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Steps

  1. Navigate to Finance → Reports → Functional Expenses (/fa/reports/functional-expenses).
  2. Use ReportFilters to select a fiscal Period and optionally a Fund.
  3. Review the FunctionalExpensesReport rendered with filtered data.
  4. Export the report using ReportExportButtons.
  5. Optionally save the filter configuration as a named report definition via Save Report.

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Key concepts

ConceptDescription
useFunctionalExpensesHook fetching functional expense data for org, period, fund
useReportFiltersHook managing report filter state (periodId, fundId)
FunctionalExpensesReportComponent rendering the functional expense report table
SaveReportDialogDialog for saving the current filter configuration as a report definition
useSaveReportDefinitionMutation persisting a named report definition

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/FunctionalExpensesPage.tsx