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Documentation Index

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The Revenue Recognitions page (/fa/revenue-recognitions) displays the append-only ledger of recognized revenue entries per fiscal period and provides controls to process new recognitions or reverse existing ones.

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Overview

The Revenue Recognitions page shows all recognition entries for the current organization. The list is backed by the useRevenueRecognitionList hook and the fa_revenue_recognitions table. The page is append-only. The Process recognition button opens a ProcessRecognitionDialog (requires FA_PERMISSIONS.REVENUE_RECOGNITIONS_PROCESS). Individual entries can be reversed via a ReverseRecognitionDialog. Table columns observed in code include: Date, Schedule, and Period window.

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Who it’s for

Requires permission: fa.revenue_recognitions.view. To process new recognitions: the permission referenced by FA_PERMISSIONS.REVENUE_RECOGNITIONS_PROCESS.

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Before you start

  • At least one revenue schedule must exist.
  • An open fiscal period is required to process a recognition.
  • You need fa.revenue_recognitions.view to access the page.

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Steps

View recognition entries
  1. Navigate to /fa/revenue-recognitions.
  2. Browse the recognitions table.
Process a new recognition
  1. Click Process recognition (requires FA_PERMISSIONS.REVENUE_RECOGNITIONS_PROCESS).
  2. Complete the dialog to select a fiscal period.
  3. Confirm.
Reverse an entry
  1. Locate the entry in the table.
  2. Use the reverse action to open the ReverseRecognitionDialog.
  3. Confirm.

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Key concepts

  • Recognition entry: An append-only fa_revenue_recognitions row tied to a schedule and a fiscal period window.

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/RevenueRecognitionsPage.tsx
  • src/cores/fa/hooks/useRevenueRecognitions.ts
  • src/cores/fa/components/ProcessRecognitionDialog.tsx
  • src/cores/fa/components/ReverseRecognitionDialog.tsx