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Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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New bank account creation in the Finance & Revenue core is accessible via the Banking Hub.

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Overview

The /fa/bank-accounts route redirects to /fa/banking?tab=accounts. Bank account creation is expected to occur within that tab of the Banking Hub (BankingHubPage). The BankAccountDetailPage at /fa/bank-accounts/:id shows account details including GL account link, routing/account numbers, balance, and Plaid connection status. Bank provider support: plaid (confirmed in BankAccountDetailPage — checks bank_provider === 'plaid')

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Who it’s for

No explicit permission gate on the /fa/bank-accounts (redirect) or /fa/bank-accounts/:id routes.

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Before you start

  • Navigate to the Banking Hub at /fa/banking?tab=accounts to access bank account management.

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Steps

  1. Navigate to /fa/banking?tab=accounts.
  2. Use the Banking Hub interface to add a new bank account.
SME: The creation interface within BankingHubPage is not fully observable from the BankAccountDetailPage component. Confirm the creation flow 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/BankAccountDetailPage.tsx
  • src/cores/fa/pages/BankingHubPage.tsx