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Documentation Index

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

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The New Template page at /fa/budget-templates/new creates a reusable budget template. The alternate route /fa/reports/statements/templates/new also resolves to a template creation page (Statement Template Designer Wizard) for financial statement templates.

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Overview

Budget Template (/fa/budget-templates/new): Loads BudgetTemplateNewPage. The form uses BudgetTemplateForm with fields for template name, description, category, sharing level, and notes. CreateFromBudgetDialog is also available to seed the template from an existing budget. On submit, useCreateBudgetTemplate saves the record with an empty template_structure and redirects to /fa/budget-templates. Statement Template (/fa/reports/statements/templates/new): Loads StatementTemplateWizardPage — a 5-step wizard for designing financial statement layouts (statement type, sections, CoA mapping, calculated rows, and preview/finalize). Requires permission fa.statement-templates.create.

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Who it’s for

  • Budget template: Requires permission fa.budget_templates.create.
  • Statement template: Requires permission fa.statement-templates.create.

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Before you start

For budget templates:
  • Know the template name and category.
  • Optionally have an existing budget to use as a starting point via Create from Budget.
For statement templates:
  • Have Chart of Accounts configured with accounts to map.
  • Know the statement type and desired section/row structure.

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Steps

Budget template:
  1. Navigate to Finance & Revenue → Budgeting → Templates and select New Template, or go to /fa/budget-templates/new.
  2. Fill in template name, description, category, sharing level, and notes.
  3. Optionally use Create from Budget to seed lines from an existing budget.
  4. Select Create. The template is saved and you return to the template list.
Statement template:
  1. Navigate to Finance & Revenue → Reports → Financial Statements and select New Statement Template, or go to /fa/reports/statements/templates/new.
  2. Follow the 5-step wizard: statement type, sections & groups, CoA mapping, calculated rows, preview & finalize.
  3. Complete the wizard to save the template.

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Key concepts

template_structure — A JSON object ({ lines: [], metadata: null }) initialized on creation and populated by subsequent edits. sharing_level — Controls visibility scope of the budget template. Statement Template Wizard — A 5-step PF-41 wizard used for both creating (/new) and editing (/:templateId/edit) statement templates.

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/BudgetTemplateNewPage.tsx
  • src/cores/fa/wizards/statement-template/StatementTemplateWizardPage.tsx
  • src/cores/fa/hooks/useBudgetTemplateMutation.ts
  • src/cores/fa/components/BudgetTemplateForm.tsx