CNC — Credit & Collection

What is in source, planned or awaiting integration.

• Customer Credit LimitsReported Developed

  Review configured limits and customer exposure with assigned approval authority.

• Outstanding ReceivablesReported Developed

  Follow unpaid invoices and outstanding balances in the assigned scope.

• Collection Planning & TargetsReported Developed

  Assign collection follow-ups and review target progress.

• Payment ReceiptsReported Developed

  Submit payment details for Accounts verification and authorized posting.

• Aging ReportsReported Developed

  Group outstanding invoices by due-date/aging context.

• Collection Reminders (Email/WhatsApp)Reported Developed

  Send permitted reminders using configured communication providers.

• Dispute & AdjustmentReported Developed

  Track customer disputes and route adjustments to the authorized approver.

• Collector PerformanceReported Developed

  Review assigned collector activity and recorded collection outcomes.

• CNC DashboardReported Developed

  Bring credit reviews, follow-ups, disputes and payment submissions together.

• Customer credit accounts with credit limit, payment terms and approval recordPreviously documented scope

  Retained from the earlier FieldPro scope; release availability is reviewed separately.

• Credit-account lifecycle: pending, approved, suspended or closedPreviously documented scope

  Retained from the earlier FieldPro scope; release availability is reviewed separately.

• Customer exposure review before the configured order approvalPreviously documented scope

  Retained from the earlier FieldPro scope; release availability is reviewed separately.

• Invoice collection cases with outstanding amount, due date and assigned collectorPreviously documented scope

  Retained from the earlier FieldPro scope; release availability is reviewed separately.

• Collection lifecycle: open, promise, disputed, settled or written offPreviously documented scope

  Retained from the earlier FieldPro scope; release availability is reviewed separately.

• Case timeline for calls, visits, promises, disputes, notes, escalation and reported paymentPreviously documented scope

  Retained from the earlier FieldPro scope; release availability is reviewed separately.

• Follow-up queue, promised amount/date and due-invoice aging contextPreviously documented scope

  Retained from the earlier FieldPro scope; release availability is reviewed separately.

• Cash, bank, cheque or other payment submissions with external referencePreviously documented scope

  Retained from the earlier FieldPro scope; release availability is reviewed separately.

• Separate payment review: pending, approved, rejected, then authorized posting linked to the general ledgerPreviously documented scope

  Retained from the earlier FieldPro scope; release availability is reviewed separately.

• Receipt submission and independent reviewSource present · live validation pending

  Create a customer receipt, submit it, and require a different authorized reviewer to approve or reject. Rejection requires a reason.

• Approved-receipt allocationSource present · live validation pending

  Allocate only approved receipts to the same customer and currency, with remaining receipt/invoice balance checks and a CNC subledger entry.

• Customer receivables and CNC subledgerSource present · live validation pending

  Record invoice due dates and currency, then inspect a customer ledger and currency-grouped balances. This is not a completed general-ledger integration.

• Credit notes and allocation reversalsSource present · live validation pending

  Submit adjustment requests and post the source adjustment only after independent authorized review.

• Bank deposits and statement matchingSource present · live validation pending

  Record company bank metadata, review deposits independently, import statement lines and manually match eligible approved deposits. This does not initiate a bank transfer.

• Bank reconciliation exception queueSource present · live validation pending

  Inspect stale pending deposits, unmatched statement lines and approved deposits awaiting a match.

• Collector cash handoverSource present · live validation pending

  The receipt collector can submit a bounded handover against their approved receipt. A different authorized reviewer verifies or rejects it.

• Collector daily closingSource present · live validation pending

  Compare approved receipts with verified handovers by collector, date and currency; require an explanation for shortage/excess and independent review.

• Field collection routes and visit outcomesSource present · live validation pending

  Plan collector routes, record visits and allow the assigned collector to complete or mark no-contact. Optional submitted coordinates are not independently verified device GPS.

• Recovery targets and provisional performanceSource present · live validation pending

  Set period/currency targets and compare approved receipt amounts. These figures do not prove bank-settled recovery; visit performance is a separate count.

• Incentive proposals and independent approvalSource present · live validation pending

  Configure basis-point plans, calculate eligible claim proposals and route claims to independent review. Approval is not payroll payment.

• Promise-to-pay and dispute workflowsSource present · live validation pending

  Record promises, fulfillment/break/cancel states, disputes, escalation and resolution. Forecast summary is descriptive, not predictive AI.

• Collection follow-up queueSource present · live validation pending

  Schedule follow-ups, complete/cancel tasks, generate reminder records and review a supervisor queue.

• Communication templates and campaignsSource present · live validation pending

  Record templates, campaign approval, planned communication history and manually reported outcomes. A manual status is not provider-verified delivery.

• Customer consent and opt-outSource present · live validation pending

  Store purpose/channel preferences with change history and cancel queued notices when consent is withdrawn.

• Notification queue and controlled recoverySource present · live validation pending

  Use consent checks, idempotency keys, attempts, dead-letter records and independently reviewed recovery requests in the notification foundation.

• Provider adapter and webhook foundationSource foundation · provider integration pending

  Provider configuration, secret rotation and signed-event/replay handling exist in source. Dry-run workers and standalone outbound adapters are not a verified live send pipeline.

Related role applications.

Assigned team

Supervisor App

Review assigned team progress and raise operational issues with the responsible department.

View application purpose →Application release pending

Credit & Collection

CNC / Credit & Collection App

Assigned credit accounts, invoice collection cases, follow-up timelines and payment submissions for Accounts review.

View application purpose →Application release pending

Module access follows assigned rights. Application package releases and live connections are separate.

Where this module connects.

In development. Release availability requires the relevant implementation, integration and validation work. The visual above is illustrative.