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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 Reconciliation Report page at /fa/reconciliations/:id/report displays a formatted reconciliation summary for a specific reconciliation session with CSV and PDF export options.

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Overview

The route /fa/reconciliations/:id/report loads ReconciliationReportPage. Data is fetched via useReconciliationReport, which returns a reconciliation object and associated report data. The page breadcrumb is set to “Reconciliation Report: [bank account name]” via useEntityBreadcrumb. Export utilities exportReconciliationToCSV and exportReconciliationToPDF are provided as action buttons.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • The reconciliation must already exist. Navigate from the reconciliation detail page.

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Steps

  1. From the Reconciliation Detail page (/fa/reconciliations/:id), navigate to the report (a Reports tab or link).
  2. Or go directly to /fa/reconciliations/:id/report.
  3. Review the reconciliation report content.
  4. Select Export CSV or Export PDF to download the report.

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Key concepts

exportReconciliationToCSV / exportReconciliationToPDF — Utility functions from src/cores/fa/utils/reconciliationExport.ts that generate downloadable report files client-side.

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/ReconciliationReportPage.tsx
  • src/cores/fa/hooks/useReconciliationReport.ts
  • src/cores/fa/utils/reconciliationExport.ts