Files contracts
What this screen is for
Files contracts is a focused view for agreements and other contract evidence. Use it to find source documents that support recurring invoices, supplier terms, or customer commitments.
Before you start
Know the counterparty, contract name, effective date, renewal date, or related invoice you are checking.
Basic walkthrough
- Open Files from the Data group.
- Choose the contracts view.
- Search or filter for the agreement.
- Open the file and confirm the important dates, counterparty, and terms.
- Use the contract as supporting evidence in the related workflow.
What to check next
Use Invoicing for customer-related follow-up. Use Payments Due when the contract supports supplier obligations.