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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.

New fund creation in the Finance & Revenue core is handled through an inline dialog on the Funds page.

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Overview

The /fa/funds page includes a New Fund button that opens FundDialog with fundId={undefined} (create mode). Existing funds can be edited by clicking the edit action on a table row, which opens the same dialog pre-populated. The FundsTable displays fund_number and name as the primary identifiers. Component: FundDialog Primary hook: useFunds(organizationId)

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Who it’s for

No explicit permission gate on the /fa/funds route.

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Before you start

  • Identify the fund number and name before opening the dialog.

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Steps

  1. Navigate to /fa/funds.
  2. Click New Fund (top right).
  3. Complete the FundDialog form fields.
  4. Save to create the fund. It appears in the Funds table.
Edit an existing fund
  1. Locate the fund in the table.
  2. Click the edit action on the row.
  3. Update and save.
SME: The exact fields and validation rules in FundDialog 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/FundsPage.tsx
  • src/cores/fa/hooks/useFunds.ts
  • src/cores/fa/components/FundDialog.tsx
  • src/cores/fa/components/FundsTable.tsx