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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Journal Entry Audit Trail report page provides a full lifecycle view of journal entries with posting and reversal tracking. It is accessible at route /fa/reports/journal-entry-audit-trail.

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Overview

The page wraps JournalAuditTrailContent inside a PermissionGate for FA_PERMISSIONS.AUDIT_VIEW. The content:
  • Date range filters: “From” and “To” date inputs; click Search to apply.
  • DataTable: Columns — Entry #, Date, Description, Status badge, Created By, Created At, Posted By, Posted At, Reversed By Entry.
  • CSV export: Button visible when FA_PERMISSIONS.AUDIT_EXPORT is held and rows are present. Uses exportFaJournalCsv utility.
  • Row count: Displayed below the table.
Primary hook: useJournalEntryAuditTrailReport(organizationId, filters) Permission gate: FA_PERMISSIONS.AUDIT_VIEW (inner component via PermissionGate)

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Who it’s for

Permission required: FA_PERMISSIONS.AUDIT_VIEW (inner gate). Route-level gate in fa.tsx also requires fa.audit.view.

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Before you start

  • No prerequisites beyond having journal entries in the system.

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Steps

  1. Navigate to /fa/reports/journal-entry-audit-trail.
  2. Optionally set a From and To date and click Search to filter.
  3. Review the table of audit trail rows.
  4. If you have the export permission and rows are present, click Export CSV to download the audit data.

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Key concepts

  • Status variants: posted (default), draft (secondary), reversed (destructive), pending_approval (outline).
  • Reversed By Entry: The ID of the reversing journal entry, if any.

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/JournalEntryAuditTrailReportPage.tsx
  • src/cores/fa/hooks/useJournalEntryAuditTrailReport.ts
  • src/cores/fa/utils/auditExportCsv.ts