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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.

The Finance landing route is the entry point to the Finance & Revenue core. Route: /fa redirects to /fa/dashboard.

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Overview

Navigating to /fa redirects immediately to /fa/dashboard via <Navigate to="/fa/dashboard" replace />. The FAOverview component at /fa/dashboard renders the Finance & Revenue core dashboard with:
  • Stat cards for Total Accounts, Active Funds, Departments, and Fiscal Periods (loaded via useFADashboardStats)
  • Lazily loaded widgets: FAFinancialSummaryWidget, FAPendingApprovalsWidget, FABudgetAlertsWidget, FACashPositionWidget, FAAgingSummaryWidget
  • A QuickActionsSection for common navigation shortcuts
  • Navigation buttons to Accounts (/fa/accounts) and Settings (/fa/settings)
No explicit RequirePermission wrapper is present on the /fa/dashboard route itself.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Ensure at least one fiscal year and chart of accounts have been configured.

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Steps

  1. Navigate to Finance in the application menu or go to /fa.
  2. The dashboard at /fa/dashboard loads automatically.
  3. Review summary stat cards for high-level financial health indicators.
  4. Use QuickActionsSection links to navigate to frequently used modules.
  5. Review widgets for financial summary, pending approvals, budget alerts, cash position, and aging summary.

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Key concepts

ConceptDescription
FAOverviewThe main Finance dashboard component rendered at /fa/dashboard
useFADashboardStatsHook returning summary counts for accounts, funds, departments, periods
FACashPositionWidgetLazy-loaded widget summarizing cash position
FABudgetAlertsWidgetLazy-loaded widget showing active budget alerts
FAAgingSummaryWidgetLazy-loaded widget summarizing AR/AP aging

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