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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.

Accounts receivable aging analysis showing open invoices bucketed by days past due at the in-app route /fa/reports/ar-aging.

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Overview

This screen provides a full accounts receivable aging analysis. It supports filters for customer type, customer, and as-of date. Key metrics displayed include Total Outstanding AR, Days Sales Outstanding (DSO), and Critical (120+ days). Aging buckets are shown in five cards: current, 31–60, 61–90, 91–120, and 120+ days. A “AR by Customer Type” breakdown and a detail table with all open invoices are also shown. The detail table links to individual invoice detail pages. An Export CSV button downloads all aging data.

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Who it’s for

No explicit permission gate on this route. The route is registered without a RequirePermission wrapper in fa.tsx.

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Before you start

  • An organization must be selected.
  • Invoices must exist with open balance_due amounts.

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Steps

1

Navigate to AR Aging

Go to /fa/reports/ar-aging via Finance & Revenue Reports, or use the Aging Reports hub.
2

Apply filters (optional)

Filter by customer type, specific customer, or as-of date.
3

Review key metrics

Check Total Outstanding AR, DSO, and the 120+ critical bucket.
4

Review aging buckets

Five cards show invoice counts and totals per aging tier.
5

Review customer type breakdown

The AR by Customer Type section shows totals per type.
6

Drill into an invoice

Click a customer link in the detail table to open the invoice detail page.
7

Export data

Click “Export CSV” to download the full aging detail.

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Key concepts

  • DSO — Days Sales Outstanding, as computed by useARAgingReport
  • Aging buckets: current, 31–60, 61–90, 91–120, 120+ days — based on invoice.due_date
  • Customer types: resident, insurance, government, grant, other
  • ARAgingFilters — filter object with customerType, customerId, and asOfDate

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

Documentation coverage and governance.
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/ARAgingReportPage.tsx
  • src/cores/fa/hooks/useARAgingReport.ts