Sales opportunities, customers and weighted values: track qualification and outcomes with controlled states and history.
CMP FinanceCore Enterprise
Create invoices with line items and configurable tax, issue records and post partial or full payments without duplicate retries.
Capabilities and data
Create invoices with line items and configurable tax, issue records and post partial or full payments without duplicate retries.
An invoice starts as a draft with customer, currency, due date and lines. Issuing freezes content. Payments reduce its balance and determine partially paid or paid status; retrying the same operation does not duplicate payment. Tax rates are configured explicitly, without claiming universal tax compliance.
- Customer / vendor
- Data retained in organization context with explicit access.
- Currency (3-letter code)
- Data retained in organization context with explicit access.
- Due date
- Data retained in organization context with explicit access.
- business.field_lines
- Data retained in organization context with explicit access.
Workflows
- Draft
- Issued
- Partially paid
- Paid
- Void
Steps are controlled by state rules. Available operations depend on product, license and user permissions; this is not a promise of universal automation.
Shared foundation
Business products share identity, organizations and customer/vendor records. Tasks created from records use Tasks. InsightCore verifies source access before aggregation. Other product connections depend on actual licenses and permissions.
Access and control
Business workflows verify organization, license and explicit access on the server. Read and write rights differ. Finance and stock operations are transactional; stale versions produce conflicts instead of silent overwrites.
Frequently asked questions
Can it be enabled separately?
Yes. Platform administration manages organization activation and access grants. Disabling access preserves existing records.
Can it be tailored to an organization?
Custom projects and integrations are agreed separately through defined scope and contracts. They are not automatically included in standard access.
Is a native mobile app available?
The Android application connects Mail accounts, folders and messages to CMP services. It includes message reading, attachments, contacts, calendar and files, with protected local data and automatic synchronization. A compiled build is available for testing; advanced features and acceptance on the real infrastructure are still being completed.
Related products
Purchase orders with shared vendors, calculated lines and an explicit draft-to-approval, order and receipt workflow.
Save report definitions and count records by status and date range. Source-product access is checked on every run.
Have a product or project in mind?
Tell us what your organization needs. Discuss CMP or a custom solution.