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Documentation Index

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

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The route /fa/recurring-entries is a legacy redirect to /fa/ledger?tab=recurring-entries. The recurring entry template list is now part of the General Ledger hub.

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Overview

Navigating to /fa/recurring-entries triggers a <Navigate to="/fa/ledger?tab=recurring-entries" replace />. The Recurring Entries tab in the GL hub loads RecurringEntriesPage lazily. That page manages recurring entry templates (fa_recurring_entries) with full CRUD plus a Generate action that invokes useGenerateFromRecurring. A dialog (RecurringEntryDialog) is used for create/edit. Keyboard shortcuts are supported via useFAKeyboardShortcuts.

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Who it’s for

No explicit permission gate on the redirect route.

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Before you start

No setup required.

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Steps

  1. Navigate to Finance & Revenue → General Ledger → Recurring Entries, or go to /fa/ledger?tab=recurring-entries.
  2. Review existing recurring entry templates.
  3. Select New (or use the keyboard shortcut) to create a template.
  4. Select Generate on a template to produce journal entries from it.
  5. Edit or delete templates as needed.

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Key concepts

Recurring entry template — A fa_recurring_entries record that defines the journal entry pattern and schedule for automatic generation. Generate action — useGenerateFromRecurring creates actual journal entries from the template on demand.

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/RecurringEntriesPage.tsx
  • src/cores/fa/hooks/useRecurringEntries.ts
  • src/cores/fa/pages/LedgerHubPage.tsx