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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 New Entry page creates a general ledger journal entry. It is accessible at route /fa/journal-entries/new.

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Overview

The page wraps JournalEntryForm (header fields) and JournalLineEditor (debit/credit lines) inside a PermissionGate for fa.journal_entries.create. Header fields (via JournalEntryForm schema):
  • transaction_date (required)
  • posting_date (required)
  • period_id (required — fiscal period)
  • description (required)
  • notes (optional)
  • source_type: one of MANUAL, PAYROLL, AP_BILL, AR_INVOICE, RECURRING, BANK_REC, SYSTEM, RULE_ENGINE, IMPORT, INTER_FUND_TRANSFER
  • source_reference (optional)
Line balance check: Math.abs(totalDebits - totalCredits) < 0.01 — entry is considered balanced when this is true. Save as Draft: Creates the entry with status: "draft" and optionally saves lines. Navigates to /fa/journal-entries/:id. Save and Post: Validates balance and at least one line exist, creates the entry as draft, saves lines, then posts. Shows validation errors via toast if unbalanced or no lines. Primary mutations: useCreateJournalEntry, useBulkUpdateLines, usePostJournalEntry Permission gate: fa.journal_entries.create (inner PermissionGate)

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Who it’s for

Permission required: fa.journal_entries.create (enforced via inner PermissionGate)

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Before you start

  • Know the fiscal period, transaction date, and description.
  • Have debit and credit accounts, amounts, and optional fund/department/program assignments ready.

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Steps

Save as Draft
  1. Navigate to /fa/journal-entries/new.
  2. Complete the Entry Information section.
  3. Add journal lines in the Entry Lines section.
  4. Click Save as Draft (available once JournalEntryForm is submitted).
Save and Post
  1. Complete the entry header and add balanced lines (debits = credits).
  2. Click Save and Post. The button is disabled if the entry is unbalanced or has no lines.
  3. On success, you are redirected to the journal entries list.

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Key concepts

  • Balanced entry: Total debits must equal total credits (within $0.01 tolerance) to post.
  • Source type MANUAL: Standard user-initiated journal entry.
  • Draft vs. Posted: Draft entries can be edited; posted entries require reversal to correct.

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/JournalEntryCreatePage.tsx
  • src/cores/fa/hooks/useJournalEntries.ts
  • src/cores/fa/hooks/useJournalEntryLines.ts
  • src/cores/fa/components/JournalEntryForm.tsx
  • src/cores/fa/components/JournalLineEditor.tsx