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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.

The Import Accounts page allows administrators to bulk-load general ledger accounts via CSV upload. It is accessible at route /fa/accounts/import.

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Overview

The page wraps the CoAImport component inside a RequirePermission gate for fa.accounts.admin. The PageHeader displays the title “Import Accounts” and a description. All upload and validation logic is encapsulated in the CoAImport component. Component: CoAImport Permission gate (page level): fa.accounts.admin

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Who it’s for

Permission required: fa.accounts.admin (enforced both at route level in fa.tsx and within the page component).

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Before you start

  • Download or prepare a CSV file in the format expected by CoAImport.
  • Confirm that the target accounts do not already exist in the chart of accounts to avoid duplicates.

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Steps

  1. Navigate to /fa/accounts/import.
  2. Use the CoAImport component to upload or drag-and-drop your CSV file.
  3. Follow any on-screen validation prompts.
  4. Confirm the import to create the accounts.
SME: The exact CSV column headers and validation rules are encapsulated in CoAImport and its supporting components. Confirm these with your implementation team before providing instructions to users.

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/CoAImportPage.tsx
  • src/cores/fa/components/CoAImport.tsx