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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.

Copy Budget provides a wizard for creating a new budget record by copying the structure of an existing budget template. Route: /fa/budgets/copy

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Overview

The page renders BudgetTemplateCopyWizard with organizationId. On completion (onComplete) the wizard navigates to the newly created budget’s detail page at /fa/budgets/:budgetId. On back navigation the user is returned to /fa/budgets. Page header: “Copy Budget Template — Create a new budget from an existing template.”

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • At least one budget template must exist.
  • The current organization must be set.

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Steps

1

Navigate to Copy Budget

Go to /fa/budgets/copy.
2

Complete the copy wizard

Follow the BudgetTemplateCopyWizard steps to select a source template and configure the new budget.
3

Confirm

On completion, navigate to the new budget’s detail page.

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Key concepts

  • BudgetTemplateCopyWizard — Component managing the copy flow; calls onComplete(budgetId) on success.

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/BudgetCopyPage.tsx
  • src/cores/fa/components/BudgetTemplateCopyWizard.tsx