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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 Revenue Schedules page (/fa/revenue-schedules) lists and manages revenue schedules that define the period-by-period plan for recognizing revenue from contracts or invoices.

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Overview

The Revenue Schedules page shows all schedules for the current organization. Schedules can be created via a guided wizard (RevenueScheduleWizardDialog) or a quick-add dialog (RevenueScheduleDialog). Existing schedules can be edited, modified (with a ModifyRevenueScheduleDialog), or have milestones managed (RevenueMilestonesDialog). The page uses useRevenueScheduleList and useRevenueScheduleModificationList hooks backed by fa_revenue_schedules and related tables. Manage actions require FA_PERMISSIONS.REVENUE_SCHEDULES_MANAGE.

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Who it’s for

Requires permission: fa.revenue_schedules.view. To create or modify schedules: the permission referenced by FA_PERMISSIONS.REVENUE_SCHEDULES_MANAGE.

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Before you start

  • At least one revenue contract or invoice must exist to source a schedule.
  • You need fa.revenue_schedules.view to access the page.

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Steps

Create a revenue schedule (guided)
  1. Navigate to /fa/revenue-schedules.
  2. Click Guided new schedule to open the wizard.
  3. Follow the wizard steps and save.
Create a revenue schedule (quick add)
  1. Click Quick add.
  2. Complete the dialog form and save.
Edit an existing schedule
  1. Locate the schedule in the table.
  2. Click the edit action and update fields in the dialog.
Modify or add milestones
  1. Locate the schedule.
  2. Use the modify or milestones action to open the respective dialog.

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Key concepts

  • Revenue schedule: A fa_revenue_schedules row that drives period-by-period recognition.
  • Modification: A logged change to an existing schedule tracked in fa_revenue_schedule_modifications.

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/RevenueSchedulesPage.tsx
  • src/cores/fa/hooks/useRevenueSchedules.ts
  • src/cores/fa/wizards/revenue-schedule-creation/RevenueScheduleWizardDialog.tsx
  • src/cores/fa/components/RevenueScheduleDialog.tsx