> ## 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.

# Functional Expenses

> View the functional expenses report organized by function and nature of expense with period and fund filtering in Finance & Revenue.

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`.

## 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`.

## Who it's for

Access follows your organization's role and module configuration. ## Before you start

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

## 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**.

## Key concepts

| Concept                    | Description                                                               |
| -------------------------- | ------------------------------------------------------------------------- |
| `useFunctionalExpenses`    | Hook fetching functional expense data for org, period, fund               |
| `useReportFilters`         | Hook managing report filter state (`periodId`, `fundId`)                  |
| `FunctionalExpensesReport` | Component rendering the functional expense report table                   |
| `SaveReportDialog`         | Dialog for saving the current filter configuration as a report definition |
| `useSaveReportDefinition`  | Mutation persisting a named report definition                             |

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/FunctionalExpensesPage.tsx
</Accordion>