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Documentation Index

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Functional Expenses Matrix renders the cross-tabulation of natural expense categories against functional expense classifications (program services, management and general, fundraising) for a selected date range and optional fund filter. Route: /fa/reports/functional-expenses-matrix.

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Overview

The Functional Expenses Matrix page is accessible at /fa/reports/functional-expenses-matrix and requires permission fa.reports.view. The component (FunctionalExpensesMatrixPage) calls useFunctionalExpensesMatrix(orgId, periodStart, periodEnd, fundId) which invokes the fa_functional_expenses_matrix() RPC. Fund options are loaded via useFunds. Results are displayed in a DataTable with rows typed as MatrixDisplayRow:
  • kind: 'line' — a natural expense category row with columns for naturalCategory, programServices, managementGeneral, fundraising, total
  • kind: 'total' — a summary total row
Date range defaults to year-to-date (first of current year through today). Export is available via ReportExportButtons.

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Who it’s for

Requires permission fa.reports.view.

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Before you start

  • You must have fa.reports.view permission.
  • The general ledger must have functional expense classifications applied to transactions.

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Steps

  1. Navigate to Finance → Reports → Functional Expenses Matrix (/fa/reports/functional-expenses-matrix).
  2. Set Period Start and Period End dates (defaults to year-to-date).
  3. Optionally filter by Fund using the fund selector.
  4. Review the matrix table showing natural categories cross-tabulated against program, management, and fundraising functions.
  5. Review totals in the summary row.
  6. Export the report using ReportExportButtons.

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Key concepts

ConceptDescription
useFunctionalExpensesMatrixHook invoking fa_functional_expenses_matrix() RPC
naturalCategoryExpense category dimension of the matrix; SME: confirm values
programServicesFunctional column for program services; SME: confirm allocation method
managementGeneralFunctional column for management and general; SME: confirm
fundraisingFunctional column for fundraising; SME: confirm

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/FunctionalExpensesMatrixPage.tsx