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Dashboard is the Finance & Revenue module overview page, displaying key financial stats and a collection of lazy-loaded widgets covering financial summary, pending approvals, budget alerts, cash position, and AR aging. Route: /fa/dashboard

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Overview

The dashboard fetches summary statistics via useFADashboardStats to populate four stat cards: Total Accounts (active GL accounts), Active Funds, Departments (cost centers configured), and Open Periods/Current Period (fiscal periods), plus Open Journals. Navigation shortcuts link to /fa/accounts, /fa/funds, /fa/departments, /fa/periods, and /fa/journal-entries. A QuickActionsSection is rendered. Five lazy-loaded widgets are rendered inside Suspense with skeleton fallbacks: FAFinancialSummaryWidget, FAPendingApprovalsWidget, FABudgetAlertsWidget, FACashPositionWidget, and FAAgingSummaryWidget. The root /fa route redirects here.

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Who it’s for

Access follows your organization’s role and module configuration. ## Before you start
  • No prerequisites. The dashboard is the default landing page for the FA module.

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Steps

1

Navigate to the dashboard

Go to /fa/dashboard or /fa (redirects here).
2

Review stat cards

The four stat cards show current counts for GL accounts, funds, fiscal periods, and open journals.
3

Review widgets

Widgets load asynchronously. Each provides a summary view with links to detail pages.
4

Use quick actions

The QuickActionsSection provides shortcuts to common FA tasks.

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Key concepts

  • useFADashboardStats — Hook fetching counts for the four stat cards (accounts, funds, departments/cost centers, fiscal period).
  • FAFinancialSummaryWidget — Lazy-loaded financial summary widget.
  • FAPendingApprovalsWidget — Lazy-loaded pending approvals widget.
  • FABudgetAlertsWidget — Lazy-loaded budget alerts widget.
  • FACashPositionWidget — Lazy-loaded cash position widget.
  • FAAgingSummaryWidget — Lazy-loaded AR aging summary widget.

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/FAOverview.tsx
  • src/cores/fa/hooks/useFADashboardStats.ts
  • src/cores/fa/components/dashboard/FAFinancialSummaryWidget.tsx
  • src/cores/fa/components/dashboard/FAPendingApprovalsWidget.tsx
  • src/cores/fa/components/dashboard/FABudgetAlertsWidget.tsx
  • src/cores/fa/components/dashboard/FACashPositionWidget.tsx
  • src/cores/fa/components/dashboard/FAAgingSummaryWidget.tsx