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The Unposted Entries page (/fa/reports/unposted-entries) displays draft journal entries organized with aging buckets and provides CSV export.
Unposted entries report listing draft journal entries by age

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Overview

The Unposted Entries page loads data via useUnpostedEntriesReport (keyed by organizationId) and renders it in a DataTable. Aging buckets observed in code: 0-30, 31-60, 61-90, 90+ days, rendered with badge variants (secondary, outline, default, destructive). A CSV export action is available for users with FA_PERMISSIONS.AUDIT_EXPORT. The export uses exportAgingReportCsv. The route requires fa.audit.view permission.

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Who it’s for

Requires permission: fa.audit.view. To export: FA_PERMISSIONS.AUDIT_EXPORT (also within fa.audit.*).

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Before you start

  • Draft journal entries must exist for meaningful data.
  • You need fa.audit.view to access this page.

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Steps

View unposted entries
  1. Navigate to /fa/reports/unposted-entries.
  2. Review the entries table with aging bucket badges.
Export to CSV
  1. Click the Export button (requires FA_PERMISSIONS.AUDIT_EXPORT).
  2. The CSV downloads via exportAgingReportCsv.

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Key concepts

  • Aging bucket: Categorization of unposted entries by age in days: 0-30, 31-60, 61-90, 90+.
  • Unposted entry: A draft journal entry row returned by useUnpostedEntriesReport.

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/UnpostedEntriesReportPage.tsx
  • src/cores/fa/hooks/useUnpostedEntriesReport.ts
  • src/cores/fa/utils/auditExportCsv.ts