Fiscal Periods allows administrators and finance staff to view fiscal years, select a year, and manage the open/closed status of individual accounting periods within that year. Route:Documentation Index
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Use this file to discover all available pages before exploring further.
/fa/periods.
Overview
The Fiscal Periods page is accessible at/fa/periods. No explicit RequirePermission wrapper is on this route in fa.tsx. The component (FiscalPeriodsPage) fetches fiscal years via useFiscalYears(organizationId) and periods for the selected year via useFiscalPeriods(selectedYear, organizationId). It auto-selects the current fiscal year on mount. A FiscalYearDialog is available to create new fiscal years via a New Fiscal Year button. Periods are displayed in a card layout with PeriodStatusToggle for managing open/closed status.
Who it’s for
No explicit permission gate on this route.Before you start
- Ensure at least one fiscal year has been configured for the organization.
Steps
- Navigate to Finance → Fiscal Periods (
/fa/periods). - Use the fiscal year selector to choose the year to view.
- Review the list of accounting periods and their current statuses.
- Use
PeriodStatusToggleto open or close individual periods. - To create a new fiscal year, click New Fiscal Year and complete
FiscalYearDialog.
Key concepts
| Concept | Description |
|---|---|
useFiscalYears | Hook fetching all fiscal years for the organization |
useFiscalPeriods | Hook fetching individual periods for the selected fiscal year |
PeriodStatusToggle | UI control for toggling an accounting period open or closed |
FiscalYearDialog | Dialog for creating a new fiscal year record |
is_current | Flag on fiscal year record indicating the active year |
Related
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.
Documentation sources
Documentation sources
- src/routes/fa.tsx
- src/cores/fa/pages/FiscalPeriodsPage.tsx