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The Funds page lists and manages fund records used for fund accounting across the organization. It is accessible at route /fa/funds.

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Overview

The Funds page displays a table of all funds for the current organization. A “New Fund” button opens a dialog to create a fund inline. Existing funds can be edited via the same dialog by clicking the row’s edit action. Primary hook: useFunds(organizationId) State management: FundDialog (create/edit), FundsTable (display)

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Who it’s for

Access follows your organization’s role and module configuration.

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Before you start

  • Ensure you are logged in and have an organization context active.
  • Confirm that the funds you want to create or edit do not already exist.
  • Identify the fund number and name before opening the dialog.

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Steps

View funds
  1. Navigate to /fa/funds.
  2. The Funds table loads all funds for your organization automatically.
Create a new fund
  1. Click New Fund (top right).
  2. The Fund dialog opens. Complete the required fields.
  3. Submit the dialog to save the fund.
Edit an existing fund
  1. Locate the fund in the table.
  2. Click the edit action on the row.
  3. Update fields in the Fund dialog and save.

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Key concepts

  • Fund: A distinct accounting entity used to segregate resources by source, purpose, or restriction. The fund_number and name fields are displayed in the table.

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Creating a fund

New fund creation in the Finance & Revenue core is handled through an inline dialog on the Funds page. The /fa/funds page includes a New Fund button that opens FundDialog with fundId={undefined} (create mode). The FundsTable displays fund_number and name as the primary identifiers.
  1. Navigate to /fa/funds.
  2. Click New Fund (top right).
  3. Complete the FundDialog form fields.
  4. Save to create the fund. It appears in the Funds table.
SME: The exact fields and validation rules in FundDialog 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/FundsPage.tsx
  • src/cores/fa/hooks/useFunds.ts
  • src/cores/fa/components/FundsTable.tsx
  • src/cores/fa/components/FundDialog.tsx