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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.

The Journal Entries page lists all journal entries for the current organization. It is accessible at route /fa/journal-entries.

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Overview

The page provides:
  • Search: Free-text search by entry number or description
  • Status filter: all, draft, posted, reversed
  • Select-all checkbox: Selects all draft entries for batch actions
  • Batch Action Bar: Batch Post and Batch Delete for selected draft entries
  • JournalEntriesTable: Row-level post, reverse, and delete actions
  • Keyboard shortcuts: Via useFAKeyboardShortcuts — N for new, S for search focus, ? for help
Batch post calls usePostJournalEntry for each selected draft. Batch delete calls useDeleteJournalEntry. Primary hooks: useJournalEntries, usePostJournalEntry, useReverseJournalEntry, useDeleteJournalEntry

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Who it’s for

No explicit permission gate on this route. Individual entry actions (post, reverse, delete) may be subject to journal entry-level permissions.

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Before you start

  • Entries must be in draft status to be posted or deleted via batch.
  • Only posted entries can be reversed.

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Steps

  1. Navigate to /fa/ledger?tab=journal-entries (canonical).
  2. Use search and status filters to find entries.
  3. Click New Journal Entry (or press N) to create a new entry at /fa/journal-entries/new.
  4. Check individual rows or use the select-all checkbox to select draft entries.
  5. Use the Batch Action Bar to post or delete multiple drafts at once.
  6. Click an entry row to open its detail page at /fa/journal-entries/:id.

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Key concepts

  • Draft → Posted: Posting finalizes the journal entry in the ledger.
  • Posted → Reversed: Creates an offsetting reversal entry.
  • Batch actions: Apply only to draft entries. Posted entries must be reversed individually.

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/JournalEntriesPage.tsx
  • src/cores/fa/hooks/useJournalEntries.ts
  • src/cores/fa/components/JournalEntriesTable.tsx