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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 route /fa/reconciliations is a legacy redirect to /fa/banking?tab=reconciliations. The bank reconciliation list is now part of the Banking hub.

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Overview

Navigating to /fa/reconciliations triggers a <Navigate to="/fa/banking?tab=reconciliations" replace />. The Reconciliations tab in the Banking hub loads ReconciliationsPage lazily. That page lists bank reconciliation records with columns for date, bank account, status, and difference amount. ReconciliationDashboard and ReconciliationStatusBadge are used.

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Who it’s for

No explicit permission gate on the redirect route.

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Before you start

No setup required.

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Steps

  1. Navigate to Finance & Revenue → Banking → Reconciliations, or go to /fa/banking?tab=reconciliations.
  2. Review the list of reconciliation records.
  3. Select a reconciliation to view its details at /fa/reconciliations/:id.
  4. Select New Reconciliation to start a new session at /fa/reconciliations/new.

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/ReconciliationsPage.tsx
  • src/cores/fa/pages/BankingHubPage.tsx
  • src/cores/fa/hooks/useBankReconciliations.ts