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Entities displays and manages legal entity master records used for multi-entity financial consolidation within the organization. Route: /fa/entities.
Legal entities surface listing entity records

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Overview

The Entities page is accessible at /fa/entities and requires permission fa.entities.view. The component (FAEntitiesPage) fetches entities via useFAEntities(organizationId) and displays them in a table with columns for Code, Legal Name, Type, Consolidation, and Currency. Each entity row supports edit (via FAEntityDialog) if the user has fa.entities.edit, and archive via useArchiveFAEntity. A New Entity button is gated behind fa.entities.create. The page description states: “Each organization has one default PRIMARY entity.”

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Who it’s for

Requires permission fa.entities.view. Edit requires fa.entities.edit. Create requires fa.entities.create.

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Before you start

  • You must have fa.entities.view permission.
  • To create or edit entities, the additional fa.entities.create or fa.entities.edit permissions are required.

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Steps

  1. Navigate to Finance → Entities (/fa/entities).
  2. Review the list of legal entities showing Code, Legal Name, Type, Consolidation method, and Currency.
  3. To create a new entity, click New Entity (requires fa.entities.create).
  4. To edit an entity, click the edit action in the row; FAEntityDialog opens.
  5. To archive an entity, use the archive action (requires fa.entities.edit).

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Key concepts

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/FAEntitiesPage.tsx