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Contracts module

The Contracts module administers work and service contracts, including payment claims and holdbacks.

Create a contract​

Fill in: name, contractor, start/end dates, contract amount, currency, payment terms, and contract line items (scope breakdown).

Contract statuses: draft → active → completed / terminated​

Payment claims​

Payment claims record the work progress the contractor presents for billing.

  1. Open the contract.
  2. Click New payment claim.
  3. Enter the period and progress percentage or amount per contract line.
  4. The system calculates the gross claim amount.

Holdbacks​

If the contract has a holdback configured, the system automatically deducts that percentage from the gross amount to calculate the net payable amount. Accumulated holdback can be released at contract completion.

Export contracts report​

Click Export in the Topbar to generate an Excel report with contracts and all payment claims.