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Documentation Index

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Finance Settings provides the administrative configuration interface for the Finance & Revenue module, with tabs for general settings, transaction rules, recurring templates, category mappings, and AI matching. Route: /fa/settings.

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Overview

Finance Settings is accessible at /fa/settings and requires permission fa.settings.admin (resolved from FA_PERMISSIONS.SETTINGS_ADMIN = 'fa.settings.admin'). The component (FASettingsPage) fetches module settings via useFAModuleSettings and renders a multi-tab interface:
  • General settings: rendered by FASettingsForm with transformSettingsForForm
  • Transaction Rules: rendered by TransactionRulesTab
  • Recurring Templates: rendered by RecurringTransactionTemplatesTab
  • Plaid Category Mappings: rendered by PlaidCategoryMappingsTab
  • Matching AI: rendered by MatchingAISettingsTab
An optional guided tour (faSettingsTour) can be launched via the Help button. The page also supports a ?tour=fa-settings-tour query parameter to auto-start the tour.

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Who it’s for

Requires permission fa.settings.admin (FA_PERMISSIONS.SETTINGS_ADMIN).

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Before you start

  • You must have fa.settings.admin permission.
  • Review current settings before making changes.

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Steps

  1. Navigate to Finance → Settings (/fa/settings).
  2. Select the appropriate tab for the configuration you want to update.
  3. On the General settings tab, update module-level settings and submit via FASettingsForm.
  4. On the Transaction Rules tab, configure automated transaction categorization rules.
  5. On the Recurring Templates tab, manage recurring transaction templates.
  6. On the Plaid Category Mappings tab, map Plaid import categories to GL accounts.
  7. On the Matching AI tab, configure AI-assisted transaction matching settings.

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Key concepts

ConceptDescription
useFAModuleSettingsHook fetching and persisting FA module-level settings
FASettingsFormForm for general module settings
TransactionRulesTabTab for automated transaction rule configuration
MatchingAISettingsTabTab for AI matching configuration; SME: confirm capability
faSettingsTourGuided onboarding tour for this settings page

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/FASettingsPage.tsx
  • src/platform/permissions/constants.ts