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New account creation in the Finance & Revenue core is handled through an inline dialog on the Accounts (Chart of Accounts) page.

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Overview

The /fa/accounts page includes a New Account button that opens the AccountDialog with accountId={undefined} (create mode). The dialog is also accessible via row edit actions. Account type options visible in the Accounts page filter: asset, liability, equity, revenue, expense. Component: AccountDialog Permission gate: No permission gate on the Accounts page route itself. The Import and Export buttons within the page are gated to fa.accounts.admin.

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Who it’s for

No explicit permission gate on the /fa/accounts route. The New Account button is visible to all users with access to the Accounts page.

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Before you start

  • Determine the account type, account number, and name before opening the dialog.

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Steps

  1. Navigate to /fa/accounts.
  2. Click New Account (top right).
  3. Complete the AccountDialog form fields.
  4. Save to create the account.
SME: The exact fields and validation rules in AccountDialog are not fully observable from the page component alone. Confirm required fields with the implementation team.

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/AccountsPage.tsx
  • src/cores/fa/components/AccountDialog.tsx