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Finance, Contracts, and Compliance

Contracts

Company Portal Contracts

Contracts module supports lifecycle management for company agreements.

Typical actions:

  • review contract status
  • open contract details
  • execute signature workflows
  • monitor signed/pending states

Invoices

Company Portal Invoices

Invoice management includes operational billing visibility and payment readiness.

Core actions:

  • filter/search invoices
  • inspect invoice state and amounts
  • move into settlement/payment flow

Payments

Company Portal Payments

Payments module tracks settlement outcomes and payment records for finance/audit workflows.

Reports

Company Portal Reports

Reports provide operational and financial summaries for permitted roles (COMPANY_ADMIN, COMPANY_FINANCE, COMPANY_AUDITOR).

Compliance Scorecard

Company Portal Compliance Scorecard

Compliance scorecard surfaces trend-based compliance indicators and operational risk posture.

Role Guard Notes

Route Typical role requirement
/invoices COMPANY_ADMIN or COMPANY_FINANCE
/payments COMPANY_ADMIN or COMPANY_FINANCE
/reports COMPANY_ADMIN, COMPANY_FINANCE, or COMPANY_AUDITOR
/disciplinary COMPANY_ADMIN or COMPANY_DISCIPLINARY
/fines COMPANY_ADMIN, COMPANY_FINANCE, or COMPANY_DISCIPLINARY