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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.

Close Periods lists all financial close periods for the organization, with filtering by status and period type, summary statistics, and the ability to create new periods. Route: /fa/close

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Overview

The page fetches all close periods via useClosePeriodsList filtered by status and period_type. A client-side search filter applies on period_name. Stat cards show counts of open, in-progress, pending-approval, and closed-this-year periods. The ClosePeriodsTable lists periods; clicking a row navigates to /fa/close/:id. The New Close Period button (gated by fa.close.create via PermissionGate) opens CreateClosePeriodDialog.

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Who it’s for

Requires permission: fa.close.view

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Before you start

  • You must hold the fa.close.view permission.
  • Creating new periods requires fa.close.create.

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Steps

1

Navigate to Close Periods

Go to /fa/close.
2

Filter periods

Use the status and period-type dropdowns, or type in the search box, to narrow the list.
3

Review statistics

Stat cards at the top summarize open, in-progress, pending-approval, and closed-this-year counts.
4

Open a period

Click a period row to navigate to its detail page at /fa/close/:id.
5

Create a new period (if permitted)

Click New Close Period to open CreateClosePeriodDialog.

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Key concepts

  • ClosePeriodStatus — Type for the period lifecycle state (open, in_progress, pending_approval, closed, etc.).
  • ClosePeriodType — Type for period classification: month, quarter, year.
  • useClosePeriodsList — Primary data hook; accepts organizationId and filter object.
  • PermissionGate — Platform component used here to gate the Create button on fa.close.create.

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/ClosePeriodsPage.tsx
  • src/cores/fa/components/ClosePeriodsTable.tsx
  • src/cores/fa/components/CreateClosePeriodDialog.tsx
  • src/cores/fa/types/close.ts