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The path /fa/bank-accounts redirects to the Banking hub at /fa/banking?tab=accounts and is not a standalone screen.

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Overview

This path is a legacy redirect. The route /fa/bank-accounts is registered in fa.tsx as <Navigate to="/fa/banking?tab=accounts" replace />. Navigating to this URL will immediately redirect the browser to the Banking Hub with the accounts tab active. The Banking Hub (BankingHubPage) at /fa/banking hosts four tabs: Accounts, Statements, Reconciliations, and Transactions.

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Who it’s for

Access follows your organization’s role and module configuration. The Banking Hub has no top-level RequirePermission wrapper.

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Viewing a bank account

Selecting an account opens its detail view at /fa/bank-accounts/:id. The header shows the account name, masked account number, bank name, and active/inactive status badge. An Account Details card shows account type, routing number (or ”—”), linked GL account and number, GL balance, and bank balance (when available). For Plaid-connected accounts (bank_provider === 'plaid' and plaid_connection_status === 'connected'), Sync Now, Fetch History, and Reconcile buttons appear. Charts show transaction category breakdown and balance trend when transaction data is available. A Recent Transactions section lists up to 100 transactions (paginated by “Load More”) with date, type, check number, and amount — negative amounts appear in destructive color. Filters for date range, amount range, and transaction type are available. Key concepts:
  • plaid_connection_status — connected enables Plaid sync controls
  • maskAccountNumber — masks the account number for display
  • transaction_type — used for the type filter dropdown
  • fa_bank_statement_lines — transaction records sourced from bank statements
  1. Open the Banking Hub at /fa/banking and click an account, or navigate directly to /fa/bank-accounts/:id.
  2. Review the Account Details card: type, routing number, GL account, and balances.
  3. Review balance trend and category breakdown charts when transaction data exists.
  4. Use date, amount, and type filters to narrow the transactions list.
  5. For Plaid-connected accounts: click Sync Now to trigger a transaction sync, Fetch History to open HistoricalSyncDialog, or Reconcile to navigate to /fa/reconciliations/new?accountId=....
  6. Click “Load More” to fetch additional transactions in increments of 100.

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Creating a bank account

The /fa/bank-accounts route redirects to /fa/banking?tab=accounts. Bank account creation is expected to occur within the Banking Hub tab. Bank provider support: plaid (confirmed in BankAccountDetailPage — checks bank_provider === 'plaid') Before you start:
  • Navigate to the Banking Hub at /fa/banking?tab=accounts to access bank account management.
  1. Navigate to /fa/banking?tab=accounts.
  2. Use the Banking Hub interface to add a new bank account.
SME: The creation interface within BankingHubPage is not fully observable from the BankAccountDetailPage component. Confirm the creation flow with the implementation team.

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/BankingHubPage.tsx
  • src/cores/fa/pages/BankAccountDetailPage.tsx
  • src/cores/fa/hooks/useBankAccounts.ts