Skip to main content

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 New Expense Report page creates an expense report for reimbursement. It is accessible at route /fa/expenses/new.

​
Overview

The page requires the current user to have an associated employee record (useMyEmployee). If no employee record is found, an error state is shown. Report header (ReportPayload):
  • report_name (required)
  • description (optional)
  • start_date, end_date (required)
  • site_id (optional)
  • default_gl_account_id (optional)
The report_number is auto-generated via useGenerateExpenseReportNumber. Expense lines (ExpenseLine): Each line includes expense_date, expense_category, description, amount, and optional account_id, fund_id, department_id, per-diem fields (per_diem_days, per_diem_rate), mileage fields (miles, mileage_rate), and receipt_storage_path. Save as Draft: Creates the report with status: "draft" and all lines, then navigates to the report detail. Submit for Approval: Creates the report and lines as draft, then calls useSubmitExpenseReport, then navigates to the report detail. Primary mutations: useCreateExpenseReport, useCreateExpenseLine, useSubmitExpenseReport Permission gate: fa.expenses.create (route level)

​
Who it’s for

Permission required: fa.expenses.create

​
Before you start

  • You must have an employee record associated with your user account.
  • Know the report period (start/end dates), site, and default GL account if applicable.
  • Have receipts or documentation ready for each line item.

​
Steps

  1. Navigate to /fa/expenses/new.
  2. Complete the ExpenseReportForm header section (report name, dates, optional site/account).
  3. Add expense lines with date, category, description, and amount for each expense.
  4. Click Save as Draft to save without submitting, or Submit for Approval to immediately submit.
  5. On success, you are redirected to the new expense report’s detail page.

​
Key concepts

  • Employee record requirement: The creator must be linked to an employee record via useMyEmployee.
  • Report number: Auto-generated — not user-entered.
  • Total amount: Calculated as the sum of all line item amounts.

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/ExpenseReportNewPage.tsx
  • src/cores/fa/hooks/useExpenseReports.ts
  • src/cores/fa/hooks/useExpenseLines.ts
  • src/cores/fa/components/ExpenseReportForm.tsx
  • src/platform/workforce/hooks/useMyEmployee.ts