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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 Entry Details page shows the full detail of a single journal entry and allows lifecycle management. It is accessible at route /fa/journal-entries/:id.

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Overview

The page loads a journal entry via useJournalEntry(id, organizationId). It renders:
  • Header: Entry number (or “Draft Entry”), with action buttons based on status:
    • draft: Edit, Save Changes / Cancel (when editing), Post Entry, Delete
    • posted: Reverse Entry
  • Entry Information card: JournalEntryForm in read-only or edit mode (transaction date, posting date, period, description, notes, source type, source reference)
  • Entry Lines card: JournalLineEditor — editable when in edit mode, read-only otherwise
  • Audit Information card: Shown only when posted_by_profile is present. Displays created-by name, posted-by name, and posted timestamp.
Mutations: useUpdateJournalEntry, useBulkUpdateLines, usePostJournalEntry, useReverseJournalEntry, useDeleteJournalEntry Post → redirect: /fa/journal-entries (list) Reverse → redirect: /fa/journal-entries (list) Delete → redirect: /fa/journal-entries (list)

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • The entry must belong to the current organization.
  • Editing and posting are only available on draft entries.
  • Reversal is only available on posted entries.

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Steps

Post a draft entry
  1. Navigate to /fa/journal-entries/:id.
  2. Review the entry and its lines for accuracy.
  3. Click Post Entry. You are redirected to the journal entries list on success.
Edit a draft entry
  1. Click Edit.
  2. Modify the JournalEntryForm header fields or line items in JournalLineEditor.
  3. Click Save Changes to persist, or Cancel to discard.
Reverse a posted entry
  1. Click Reverse Entry. The reversal date is today’s date.
  2. On success, you are redirected to the journal entries list.
Delete a draft entry
  1. Click Delete — a confirmation dialog appears.
  2. Confirm deletion. You are redirected to the journal entries list.

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Key concepts

  • Balanced entry: Total debits must equal total credits before an entry can be posted.
  • Reversal: Creates an offsetting journal entry dated to the current date.

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/JournalEntryDetailPage.tsx
  • src/cores/fa/hooks/useJournalEntries.ts
  • src/cores/fa/hooks/useJournalEntryLines.ts
  • src/cores/fa/components/JournalEntryForm.tsx
  • src/cores/fa/components/JournalLineEditor.tsx