Skip to main content

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.

Edit Template opens the edit form for an existing budget template, allowing updates to its name, description, category, sharing level, and notes. Route: /fa/budget-templates/:id/edit. The alternate route /fa/reports/statements/templates/:templateId/edit also resolves here (see Overview).

​
Overview

The primary route /fa/budget-templates/:id/edit requires permission fa.budget_templates.edit and renders BudgetTemplateEditPage. The component fetches the template via useBudgetTemplateById(id, organizationId) and renders BudgetTemplateForm pre-populated with current values. On submit, useUpdateBudgetTemplate is called with template_name, template_description, template_category, sharing_level, and notes. On success, the page navigates to /fa/budget-templates/:id. The alternate route /fa/reports/statements/templates/:templateId/edit requires permission fa.statement-templates.update and renders StatementTemplateWizardPage — this is a distinct wizard for editing financial statement report templates, not budget templates.

​
Who it’s for

  • /fa/budget-templates/:id/edit: requires permission fa.budget_templates.edit.
  • /fa/reports/statements/templates/:templateId/edit: requires permission fa.statement-templates.update.

​
Before you start

  • You must have the appropriate edit permission for the template type you are editing.
  • The template must exist; navigate to it via the Budgeting Hub or Financial Statements Hub.

​
Steps

Budget template edit:
  1. Navigate to the Budgeting Hub (/fa/budgeting?tab=templates) and open the budget template.
  2. Click Edit to go to /fa/budget-templates/:id/edit.
  3. Update template_name, template_description, template_category, sharing_level, and notes.
  4. Click Save to submit.
  5. On success, navigate to the template detail view.
Statement template edit:
  1. Navigate to Financial Statements (/fa/reports/statements) and locate the statement template.
  2. Click Edit to go to /fa/reports/statements/templates/:templateId/edit.
  3. Complete the StatementTemplateWizardPage steps.

​
Key concepts

ConceptDescription
BudgetTemplateFormForm for budget template metadata
useBudgetTemplateByIdHook fetching the existing budget template
useUpdateBudgetTemplateMutation hook persisting budget template edits
StatementTemplateWizardPageWizard for statement template edit (alternate route)
sharing_levelSME: confirm allowed values and access scope

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/BudgetTemplateEditPage.tsx