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Collections Queue provides a workflow view for managing accounts-receivable collection activity, with tabbed access to the new structured queue and legacy in-collection invoices, AR aging bucket summaries, and status and search filters. Route: /fa/collections
Collections queue surface with overdue invoices and aging buckets

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Overview

The page has two queue systems shown in separate tabs: the new structured queue (fa_collection_queue) accessed via useCollectionQueueList and rendered in CollectionQueueWorkflowTable; and the legacy queue (invoices flagged in_collection) accessed via useCollectionQueue and rendered in CollectionQueueTable. Collection stats are loaded via useCollectionStats. AR aging buckets are loaded via useArAgingBuckets. Independent search and filter state is maintained for each queue. CollectionQueueStatus filters the new queue.

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Who it’s for

Requires permission: fa.collections.view

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Before you start

  • Invoices must be outstanding and have been flagged for collection (legacy), or records must exist in fa_collection_queue (new queue).
  • You must hold the fa.collections.view permission.

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Steps

1

Navigate to Collections Queue

Go to /fa/collections.
2

Review collection statistics

Stat cards at the top show summary counts from useCollectionStats.
3

Review AR aging buckets

Aging bucket cards show overdue balances by age bucket from useArAgingBuckets.
4

Switch between queue tabs

Use the tabbed interface to toggle between the new structured queue and the legacy in-collection view.
5

Filter and search

Each tab has independent search and status filter controls.
6

Take action on items

Select items in the queue to perform available collection workflow actions.

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Key concepts

  • CollectionQueueStatus — Type for queue item status used to filter the new queue.
  • useCollectionQueueList — Hook for the structured fa_collection_queue table.
  • useCollectionQueue — Hook for legacy invoices flagged in_collection.
  • useArAgingBuckets — Hook returning AR aging bucket totals.

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/CollectionWorkflowPage.tsx
  • src/cores/fa/hooks/useCollectionQueueList.ts
  • src/cores/fa/hooks/useCollectionWorkflow.ts
  • src/cores/fa/hooks/useArAgingBuckets.ts
  • src/cores/fa/types/collectionQueue.ts