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Departments provides a tabbed interface for managing the organization’s department hierarchy and cost centers, with both a tree view and a flat list. Route: /fa/departments

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Overview

The page fetches departments via useDepartments(organizationId). Two tabs are available: Hierarchy View (rendered by DepartmentTree) and a flat list (second tab content not visible from page header — additional tab labels may exist). The New Department button opens DepartmentDialog with no pre-selected ID. Clicking edit on a row sets selectedDeptId and opens the dialog. The DepartmentDialog handles both create and edit based on whether selectedDeptId is defined. Page header: “Departments — Manage department hierarchy and cost centers.”

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Who it’s for

Access follows your organization’s role and module configuration.

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Before you start

  • Departments are referenced in GL entries, cost allocations, and budget line items. Define them before posting entries.
  • Identify the department name, code, and any parent department if applicable.

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Steps

1

Navigate to Departments

Go to /fa/departments.
2

View the hierarchy

The Hierarchy View tab displays the department tree via DepartmentTree.
3

Create a department

Click New Department to open DepartmentDialog with a blank form.
4

Edit a department

Click the edit action on a department row. The dialog opens with the department’s current data.

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Key concepts

  • useDepartments — Primary data hook; fetches all department records for organizationId.
  • DepartmentTree — Component rendering the hierarchical tree view of departments.
  • DepartmentDialog — Create/edit dialog; accepts deptId (undefined for create) and organizationId.

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Creating a department

New department creation is handled through an inline dialog on the Departments page. The /fa/departments page includes a New Department button that opens DepartmentDialog with departmentId={undefined} (create mode). DepartmentTree confirms that departments support a hierarchical structure.
  1. Navigate to /fa/departments.
  2. Click New Department (top right).
  3. Complete the DepartmentDialog form fields.
  4. Save to create the department. It appears in the hierarchy tree.
To edit an existing department:
  1. Locate the department in the Hierarchy View.
  2. Click the edit action on the department node.
  3. Update and save.
SME: The exact fields and validation rules in DepartmentDialog are not fully observable from the page component alone. Confirm required fields with the implementation team.

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/DepartmentsPage.tsx
  • src/cores/fa/hooks/useDepartments.ts
  • src/cores/fa/components/DepartmentTree.tsx
  • src/cores/fa/components/DepartmentDialog.tsx