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Deferred Balance is a read-only report providing a snapshot of fa_deferred_revenue records with three summary totals and a per-record breakdown table. Cancelled records are excluded from rollup totals. Route: /fa/revenue-reports/deferred-balance

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Overview

The page fetches data via useDeferredBalanceReport(orgId). The response contains a summary object (three metric cards rendered) and a rows array (per-record table). A Badge component is used for record status display. The page description from code: “Outstanding deferred revenue balances and recognition progress. Cancelled records are excluded from rollup totals.”

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Who it’s for

Requires permission: fa.deferred_revenue.view

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Before you start

  • Deferred revenue records must exist (created via schedule processing — see Deferred Revenue page).
  • You must hold the fa.deferred_revenue.view permission.

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Steps

1

Navigate to Deferred Balance

Go to /fa/revenue-reports/deferred-balance.
2

Review summary totals

Three metric cards show rollup figures (excluding cancelled records).
3

Review per-record table

Each row shows a deferred revenue record with status badge and balance detail.

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Key concepts

  • useDeferredBalanceReport — Primary data hook; returns { summary, rows } for orgId.
  • fa_deferred_revenue — The underlying table; records with cancelled status are excluded from summary 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/DeferredBalanceReportPage.tsx
  • src/cores/fa/hooks/useRevenueReports.ts