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Map external accounting system accounts to your Encore chart of accounts at the in-app route /fa/accounts/mapping.

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Overview

This screen hosts the AccountMappingEditor component, which provides a UI for mapping accounts from an external accounting system to the Encore Finance & Revenue chart of accounts. The page header describes the purpose as “Map external accounting system accounts to your Encore chart of accounts.” The page applies an internal permission check via RequirePermission permission="fa.accounts.admin" rendered inside the page component itself, in addition to the route-level access.

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Who it’s for

Required permission: fa.accounts.admin (enforced inside the page component via RequirePermission). Access follows your organization’s role and module configuration. at the route level in fa.tsx for this path.

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Before you start

  • Chart of Accounts must already be set up in Encore Finance & Revenue.
  • External system account data must be available for mapping.

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Steps

1

Navigate to Account Mapping

Go to /fa/accounts/mapping via the Finance & Revenue Accounts section.
2

Review the mapping editor

The AccountMappingEditor component presents accounts from the external system alongside Encore accounts.
3

Create or update mappings

Use the editor controls to assign external accounts to Encore chart of accounts entries.

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Key concepts

  • AccountMappingEditor — component that provides the mapping interface
  • fa.accounts.admin — required permission to view and use this screen

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

Documentation coverage and governance.
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/AccountMappingPage.tsx