The Contracts page provides a complete overview of all contracts linked to your accounts and projects. From here you can track contract details, statuses and notice periods in one central place.
Page overview
At the top of the page you will find filter options that help you quickly locate specific contracts:
- Tabs: switch between contract statuses.
- Account filter: select contracts linked to a specific account.
- Project filter: filter contracts by project.
- End date range: define a time frame to view contracts ending within a specific period.
Click Search to apply the selected filters.
Contract list
The contract list displays all relevant information in a clear table:
- Account: the client or individual associated with the contract.
- Project: the project name and hourly rate or fee.
- Start date: the date the contract becomes valid.
- End date: the date the contract expires, if applicable.
- Notice period: the required number of days for cancellation.
- Status: the current stage of the contract.
- Draft (grey): not yet active or finalized.
- Active (green): currently valid.
- Terminated: the contract has been ended.
- Other statuses reflect pending actions, approvals or expirations.
Extending or terminating contracts
Opening a contract lets you view the contract PDF. From there you can extend, terminate or set a contract to renew automatically.
Key use cases
- HR and staffing overview: quickly check which contracts are active and when notice periods apply.
- Compliance: make sure no contracts are overdue or require urgent action.