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The Investments page lists all investment records for the organization and provides portfolio-level summary statistics. It is accessible at route /fa/investments.

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Overview

The page displays four summary stat cards (Total Invested, Active Investments, Maturing Soon, Interest Earned) followed by an InvestmentsTable card. Filters for Status (active, matured, liquidated) and Type (cd, money_market, treasury, bond, other) are available above the table. An Add Investment button opens InvestmentDialog for creating a new record. Clicking the edit action on a table row opens the same dialog pre-populated. Maturing soon is calculated as investments with maturity dates within the next 30 days. Primary hooks: useInvestmentList, useMaturingInvestments Permission gate: fa.investments.view (route level)

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Who it’s for

Permission required: fa.investments.view

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Before you start

  • At least one bank account should be configured to link investments.
  • GL accounts for investment principal and interest income should exist in the chart of accounts.

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Steps

View investments
  1. Navigate to /fa/investments.
  2. Review the summary stat cards and the investment table.
  3. Use the Status and Type dropdowns to filter the list.
Add an investment
  1. Click Add Investment (top right).
  2. Complete the InvestmentDialog fields (investment number is system-generated or entered manually).
  3. Save to create the record.
Edit an investment
  1. Locate the investment in the table.
  2. Click the edit action.
  3. Modify fields and save.

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Key concepts

  • Investment Types: cd (Certificate of Deposit), money_market, treasury, bond, other.
  • Statuses: active, matured, liquidated.
  • Maturing Soon: Investments with a maturity_date within 30 days.

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Viewing an investment

The Investment Details page at /fa/investments/:id shows full information for a single investment record. The page loads an investment record via useInvestment(id, organizationId) and displays:
  • Header: Investment number, status badge (active, matured, liquidated), type label, and linked bank account name. An Edit Investment button opens InvestmentDialog.
  • Performance Metrics: Four stat cards — Principal Amount, Interest Rate, Days to Maturity (with “Soon” warning badge if ≤ 30 days), Interest Earned.
  • Investment Details: Type, bank account (masked last 4), investment GL account, interest income account, maturity date, created/updated timestamps.
  • Notes: Free-text notes field if present.
Key concepts:
  • Days to Maturity: Calculated as the difference between maturity_date and today. Displays “Matured” if the date has passed. A “Soon” badge appears if ≤ 30 days remain.
  • Interest Earned: Displayed as investment.interest_earned. The source and calculation of this value are not determinable from the component alone.
  1. Navigate to /fa/investments and click an investment row, or go directly to /fa/investments/:id.
  2. Review the performance metric cards and detail section.
  3. Click Edit Investment (top right) to open InvestmentDialog pre-populated with current values, make changes, and save.

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/InvestmentsPage.tsx
  • src/cores/fa/pages/InvestmentDetailPage.tsx
  • src/cores/fa/hooks/useInvestments.ts
  • src/cores/fa/components/InvestmentsTable.tsx
  • src/cores/fa/components/InvestmentDialog.tsx
  • src/cores/fa/components/InvestmentStatusBadge.tsx