> ## 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.

# Funds

> Manage fund structure for specialized fund accounting, with inline create and edit via dialog within the Finance & Revenue core.

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

## 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)

## Who it's for

Access follows your organization's role and module configuration.

## 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.

## 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.

## 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.

## 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.

<Warning>
  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.
</Warning>

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>