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Documentation Index

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

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The My Expenses page shows expense reports belonging to the currently logged-in user. It is accessible at route /fa/expenses/me.

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Overview

This route renders ExpenseReportsPage with filter="mine". The component filters the organization’s expense reports to only those where employee_id matches the current user’s ID. The page title displays as “My Expenses” with a User icon. Users can:
  • View all their expense reports in ExpenseReportsTable
  • Submit a draft report for approval via a row action
  • Delete a draft report via row action (soft-delete with confirmation dialog)
  • Navigate to edit or view detail via row actions
  • Click New Report to create a new expense report at /fa/expenses/new
Primary hooks: useExpenseReportList, useSoftDeleteExpenseReport, useSubmitExpenseReport Permission gate: fa.expenses.view (route level)

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Who it’s for

Permission required: fa.expenses.view

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Before you start

  • You must have an employee record associated with your user account to create expense reports.

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Steps

  1. Navigate to /fa/expenses/me.
  2. Review your expense reports in the table.
  3. Click New Report to create a new expense report.
  4. Use row actions to view, edit, submit, or delete your reports.

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Key concepts

  • Filter “mine”: Only reports where employee_id === currentUser.id are shown, regardless of organization-wide visibility.
  • Soft delete: Deleted reports are not permanently removed; they are marked as deleted.
  • Submit for approval: Changes status from draft to submitted state and triggers the approval workflow.

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/ExpenseReportsPage.tsx
  • src/cores/fa/hooks/useExpenseReports.ts
  • src/cores/fa/components/ExpenseReportsTable.tsx