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Documentation Index

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The Import Journal Entries page provides a two-step CSV import flow: validate/preview then apply. It is accessible at route /fa/journal-entries/import.

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Overview

The page uses a drag-and-drop CSV uploader (max 5 MB, .csv only). Workflow:
  1. Upload a CSV and click Validate & Preview — calls the fa-je-import edge function with mode: "preview".
  2. Review the preview table showing entry groups, dates, descriptions, line counts, debit/credit totals, and balance status.
  3. Apply by clicking Import N Entries — calls fa-je-import with mode: "apply", creating journal entries and invalidating the fa-journal-entries query cache.
  4. On success, a toast confirms the count and buttons offer navigation to the Ledger or another import.
Validation errors (CSV row errors) are displayed as a destructive alert listing each row and message before the preview step. A Template button downloads a pre-populated CSV template using the JE_IMPORT_COLUMNS schema. Edge function: fa-je-import Permission gate: fa.journal-entries.import (route level in fa.tsx)

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Who it’s for

Permission required: fa.journal-entries.import

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Before you start

  • Download the CSV template from the Template button on this page.
  • Ensure all account numbers and fund codes in the CSV exist in the chart of accounts.
  • CSV must be ≤ 5 MB.

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Steps

Upload and preview
  1. Navigate to /fa/journal-entries/import.
  2. Drag and drop a CSV file onto the upload zone, or click to browse.
  3. Click Validate & Preview.
  4. Review the preview table. Balanced entries show a “Balanced” badge; unbalanced entries show “Unbalanced” in destructive styling.
  5. If validation errors appear, fix the CSV and re-upload.
Apply the import
  1. After a clean preview, click Import N Entries.
  2. A success toast confirms the number of entries created.
  3. Click View Ledger to navigate to /fa/ledger or Import More to start another import.

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Key concepts

  • Entry Group: A CSV grouping field that clusters multiple lines into a single journal entry. Each group must balance (debits = credits) before it can be applied.
  • Preview mode vs. Apply mode: Preview validates and returns entry summaries without writing to the database. Apply creates the actual journal entry records.

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/JournalEntryImportPage.tsx
  • src/cores/fa/schemas/jeImportSchema.ts