Frequently asked questions
Contracts
How to search or filter contracts
How to edit multiple entries at once
How to create drafts for contracts
How to link contracts and assets
How to reactivate a terminated contract
How to deactivate or delete a contract
How to create a new payment schedule
How to register planned adjustments
How to create sales / purchase units
How to create new contracts from PDFs
How to edit/delete single payments
How to check detailed calculations for payment schedules
IFRS 16
How to enter existing lease contracts after converting
How to register a sublease structure
How to register a purchase option
How to perform a new initial assessment
How to handle reassessment and modifications
How to register planned adjustments
How to register planned extensions and stops
People and users
How to transfer roles and accesses if employees resign
Survey
How to create or edit questions
How to publish and send a survey to recipients
Contract Capture
How to create a partner from contract suggestions
How to create contracts from contract suggestions
How to hide/show suppliers or contract suggestions
How to handle visibility issues
How Contract Capture integrates with the ERP system