> ## 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.

# FA Alerts

> Configure financial alert thresholds for key metrics such as cash balance, AR aging, and budget variance in Finance & Revenue.

FA Alerts allows administrators to create, update, and delete alert threshold rules for financial metrics, triggering notifications when monitored values cross defined thresholds. Route: `/fa/settings/alerts`.

## Overview

The FA Alerts page is accessible at `/fa/settings/alerts` and requires permission `fa.settings.view`. The component (`AlertThresholdsPage`) fetches alert thresholds via `useAlertThresholds` and displays them in a `DataTable` with columns for Name, Metric Type, Operator, Threshold Value, and actions. Supported metric types (from `METRIC_LABELS`): `cash_balance`, `ar_aging_90`, `ar_aging_total`, `budget_variance`, `ap_aging_90`, `custom`. Operators (from `OPERATOR_LABELS`): `lt` (\<), `gt` (>), `lte` (≤), `gte` (≥), `eq` (=).

Create, edit, and delete operations use `useCreateAlertThreshold`, `useUpdateAlertThreshold`, and `useDeleteAlertThreshold`. Editing opens `AlertThresholdForm` in a panel or dialog (`formOpen` state). Create requires `PermissionGate` around the **New Alert** button.

## Who it's for

Requires permission `fa.settings.view`.

## Before you start

* You must have `fa.settings.view` permission.
* Identify the financial metric you want to monitor and the threshold value.

## Steps

1. Navigate to **Finance → Settings → Alerts** (`/fa/settings/alerts`).
2. Review existing alert thresholds in the `DataTable`.
3. To create a new alert, click **New Alert** (requires appropriate permission) and complete `AlertThresholdForm`.
4. To edit an existing alert, click the edit action; `AlertThresholdForm` opens pre-populated.
5. To delete an alert, use the delete action in the row.

## Key concepts

| Concept              | Description                                                                                                         |
| -------------------- | ------------------------------------------------------------------------------------------------------------------- |
| `useAlertThresholds` | Hook fetching all configured alert threshold records                                                                |
| `AlertThresholdForm` | Form for creating or editing an alert threshold                                                                     |
| `METRIC_LABELS`      | Supported metric types: `cash_balance`, `ar_aging_90`, `ar_aging_total`, `budget_variance`, `ap_aging_90`, `custom` |
| `OPERATOR_LABELS`    | Comparison operators: `lt`, `gt`, `lte`, `gte`, `eq`                                                                |

## 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/AlertThresholdsPage.tsx
</Accordion>