Create a new contract?1. To add a contract, open the contract menu and click on the first option: “Contracts.”  2. Click on “Create new contract” to create a new contract. 3. You will see a new screen with three steps: Contract Information > Duration > Reminder. This wizard will guide you through the process of creating a new contract. 4. In the “Contract information” step, we need to provide information in the following fields. The fields marked with an * are mandatory. After filling in the necessary information press “Next step” to go to the next tab. Hover over the field for a couple of seconds to view the help text. Field name | Description |
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Category | Choose the option fitting the contract. | Name | Fill in the name of the other party. | Payment | Define if the contract is: to pay, receive a payment, both ways, or there is no payment involved. | External Reference | A reference of an external party | Description | A description of the contract | Party 1 | In most cases, your own company | Party 2 | The party which is involved in this contract. Choose one of the already created contacts. | Main document | Upload the contract document here. This can also be uploaded after finishing the wizard. |
 5. The “Duration” step is about the duration of the contract. After entering the necessary details, press “Next step” to continue. Field name | Description |
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Original start date | This is the original start date of the contract before any renewals. | Duration | The duration of the contract | Term of notice | A term's notice is use before the last day of the time and expires at the end of the next term. You can set here the period for it. | Renewal after the end of the previous period | These options are supported: None: The period will not be extended Automatic: new contract periods will be created automatically. Possible: The period needs to be extended manually. Month to month: will be extended for a year Year to year: will be extended for a year
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 6. The last step before finalizing the contract is “Reminder” step. Once these field are filled in, click on “Registration done” to finish the contract. Field name | Description |
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Automatic end period reminder | Yes or No, if yes there will be an automatic reminder sent based on your settings | Send reminder X days before term of notice period | How many days before the notice term do you want a reminder sent? The period can be set in days. | Contract reminder to | Choose to whom the reminder needs to be sent. |
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