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The Ledger Hub is the central General Ledger interface combining Journal Entries, Recurring Entries, and Trial Balance as URL-synced tabs. It is accessible at route /fa/ledger.

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Overview

The hub uses useTabUrlState to synchronize the active tab with a ?tab= query parameter. Valid tab values are: The default tab is journal-entries. Legacy routes redirect to this hub:
  • /fa/journal-entries → /fa/ledger?tab=journal-entries
  • /fa/recurring-entries → /fa/ledger?tab=recurring-entries
  • /fa/trial-balance → /fa/ledger?tab=trial-balance
Each tab is lazy-loaded with a skeleton fallback. Access follows your organization’s role and module configuration. ## Who it’s for Access follows your organization’s role and module configuration. ## Before you start
  • No prerequisites.

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Steps

  1. Navigate to /fa/ledger (defaults to Journal Entries tab).
  2. Click a tab to switch between Journal Entries, Recurring Entries, and Trial Balance.
  3. The ?tab= URL parameter updates automatically, enabling deep-linking and browser back/forward navigation.

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Key concepts

  • URL-synced tabs: The ?tab= parameter allows bookmarking and direct navigation to any tab.
  • Legacy redirects: Existing links to /fa/journal-entries, /fa/recurring-entries, and /fa/trial-balance are automatically redirected to the hub.

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/LedgerHubPage.tsx
  • src/cores/fa/pages/JournalEntriesPage.tsx
  • src/cores/fa/pages/RecurringEntriesPage.tsx
  • src/cores/fa/pages/TrialBalancePage.tsx