The Contracts module is a centralized register for all contracts at your site — maintenance agreements, software licenses, service contracts, vendor agreements, and more.

---

What You Can Do

• Record and track all contracts in one place
• Monitor expiry dates so renewals are never missed
• Attach contract documents (PDFs, scanned files)
• Add addendums to existing contracts without replacing the original
• Filter and search across all contracts
• Export the contract list to Excel

---

Contract Fields

Field	Description
Contract Number	Your internal reference number, e.g. CON-01/2026
Contract Name	Short descriptive name
Vendor	Supplier or service provider name
Category	Type of contract (configurable by admin)
Status	Current state, e.g. Active, Expired, Terminated
Sign Date	Date the contract was signed
Expiry Date	Date the contract expires
Currency	Contract currency (e.g. USD, CAD)
Value	Contract amount
Notes	Any additional remarks

---

Adding a Contract

1. Go to Contracts in the left sidebar.
2. Click + Add Contract.
3. Fill in the contract details.
4. Click Save.

The contract appears in the list with a status indicator. If the expiry date is approaching, it will be highlighted.

📸 [Screenshot: Add Contract form]

---

Attaching Documents

1. Open the contract by clicking its name.
2. In the detail panel, go to the Attachments section.
3. Click Upload and select the file (PDF, Word, image, etc.).
4. The file is stored and linked to this contract.

You can attach multiple files per contract — invoices, signed copies, amendments.

📸 [Screenshot: contract detail — Attachments section]

---

Adding an Addendum

When a contract is extended or amended, add an addendum instead of editing the original:

1. Open the original contract.
2. Click Add Addendum.
3. Fill in the updated terms (new expiry date, value, notes).
4. Click Save.

The addendum is linked to the original contract. The effective expiry date shown in the list reflects the latest addendum automatically.

📸 [Screenshot: contract with addendum linked]

---

Expiry Alerts

Contracts approaching their expiry date are highlighted in the list:

• Yellow — expiring within 30 days
• Red — already expired

Use the Status filter to quickly view all active or expiring contracts.

---

Filtering and Searching

Use the filter bar to narrow the list by:

• Search — contract name, number, or vendor
• Category — filter by contract type
• Status — Active, Expired, etc.

---

Export to Excel

1. Click Export.
2. The current filtered list exports to Excel with all contract fields.

---

Permissions

Permission	Description	Manager	Supervisor	Staff
view	See the Contracts page and list	✅	✅	✅
create	Add new contracts	✅	✅	❌
edit	Edit existing contracts and add addendums	✅	✅	❌
delete	Permanently delete a contract	✅	❌	❌
export	Export contract list to Excel	✅	✅	❌

---

Next Steps

→ [P&L]
→ [CAPEX]