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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 Inter-Fund Transfer page creates a general ledger journal entry that moves a specified amount from one fund to another. It is accessible at route /fa/inter-fund-transfer.

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Overview

The page renders InterFundTransferForm with the current organization context. On submission:
  1. A fa_journal_entries record is inserted with source_type: "INTER_FUND_TRANSFER" and status: "draft".
  2. Two balanced fa_journal_entry_lines are inserted using the same account_id: a debit on the destination fund and a credit on the source fund.
  3. On success, navigation goes to /fa/journal-entries/:id for the created entry. A “View created entry” link and “Create another” option appear below the form after submission.
Permission gate: fa.inter-fund-transfer.create Primary mutation: Direct Supabase inserts to fa_journal_entries and fa_journal_entry_lines

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Who it’s for

Permission required: fa.inter-fund-transfer.create

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Before you start

  • Identify the source fund, destination fund, shared GL account, transfer amount, description, and transaction date.
  • Ensure both funds exist and are active.

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Steps

  1. Navigate to /fa/inter-fund-transfer.
  2. Complete the InterFundTransferForm fields (transaction date, description, account, from fund, to fund, amount).
  3. Submit the form.
  4. On success, a toast confirms “Inter-fund transfer recorded” and you are redirected to the new journal entry detail page.
  5. The entry is created as a draft — navigate to the journal entry to review and post it.

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Key concepts

  • Source Fund (credit): The fund being reduced by the transfer.
  • Destination Fund (debit): The fund receiving the transferred amount.
  • Draft status: The created entry has status: "draft" and must be posted separately via the journal entry detail page.

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/InterFundTransferPage.tsx
  • src/cores/fa/components/InterFundTransferForm.tsx