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Documentation Index

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New budget creation is handled by the Budget Creation Wizard. The route /fa/budgets/new redirects to /fa/budgets/wizard.

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Overview

/fa/budgets/new is a Navigate redirect to /fa/budgets/wizard. The wizard is rendered by BudgetCreationWizardPage using the ModuleWizardRenderer infrastructure. The wizard supports 4 steps:
  1. Budget Header — form step for budget metadata
  2. Copy Template — optional step; pre-populates budget lines from a template (triggered when navigated from Template Library with location.state.fromTemplate)
  3. Enter Budget Lines — custom step for line-item entry
  4. Review & Submit — summary and submission step
On completion:
  • fa_budgets record is created via Supabase direct insert
  • Budget lines are created
  • useSubmitBudgetForApproval handles approval workflow submission
Permission gate: fa.budgets.create (wizard route level)

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Who it’s for

Permission required: fa.budgets.create

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Before you start

  • Know the budget name, fiscal period, and version type (annual, revised, forecast, etc.).
  • Have GL accounts, funds, departments, and programs ready for line-item coding.
  • Optionally: select a budget template from the Template Library before creating.

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Steps

  1. Navigate to /fa/budgets/new (redirected to /fa/budgets/wizard), or click New Budget from the Budgeting Hub.
  2. Complete each wizard step.
  3. On the Review & Submit step, submit the budget. The wizard triggers the approval workflow via useSubmitBudgetForApproval.
SME: The exact fields for each wizard step are implemented in wizard step components not fully readable from the page wrapper alone. Confirm step-by-step field requirements 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/wizards/budget-creation/BudgetCreationWizardPage.tsx
  • src/cores/fa/hooks/useBudgets.ts
  • src/platform/wizards/ModuleWizardRenderer.tsx