> ## 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.

# Deferred Balance

> Report showing outstanding deferred revenue balances and recognition progress per contract, with rollup totals. Cancelled records are excluded from totals.

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`

## 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."

## Who it's for

Requires permission: `fa.deferred_revenue.view`

## 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.

## Steps

<Steps>
  <Step title="Navigate to Deferred Balance">
    Go to `/fa/revenue-reports/deferred-balance`.
  </Step>

  <Step title="Review summary totals">
    Three metric cards show rollup figures (excluding cancelled records).
  </Step>

  <Step title="Review per-record table">
    Each row shows a deferred revenue record with status badge and balance detail.
  </Step>
</Steps>

## 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.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/DeferredBalanceReportPage.tsx
  * src/cores/fa/hooks/useRevenueReports.ts
</Accordion>