Company Finance Agreements Tab

The Agreements tab in Company Finance lists every agreement tied to the selected company — active, expired, and cancelled.

Filter and create agreements

By default, the tab shows only active agreements. Use the Status filter to switch to All, Inactive, Cancelled, or Expired.

To create a new agreement from this screen, select the New Item icon. The company’s information defaults onto the new record automatically.

Note: You can change the default filter from active-only by customizing the List View for this screen.

Field	What it shows
Agreement Type	The agreement type. Filterable. Types are defined in the Agreement Type Setup Table.
Agreement Name	The unique name for this agreement. Select the name to open the agreement details.
Company Name	The company the agreement is associated with. Select the name to open the company record.
Amount	The agreement billing amount plus billable additions active as of today. Billable addition amount = (Quantity − Included) × Price. Child agreements are excluded — filter Level by Child to see them separately.
Billing Cycle	The recurring billing cycle for the agreement.
Date Start	When the agreement becomes available for time entry.
Date End	After this date, no time can be placed against the agreement.
Status	Current agreement status: All, Active, Inactive, Cancelled, or Expired.
Location	The agreement’s location. Defaults from the agreement type or set manually.
Department	The department/group/business unit. Defaults from the agreement type or set manually.
Subcontractor	The company the subcontractor works for, sourced from the Subcontractor pod in the Agreement Type Setup Table.
Territory	The territory assigned to this agreement.
Level	Whether the agreement is a Parent or Child. Filterable.
Company Type	The type set on the company record.
Prorate	The calculated prorated cost of the agreement.
Next Invoice Date	The next date this agreement will generate an invoice.