When you register a contract, the contract terms are entered to Spend Cloud. Depending on your settings, the contract owner will have to finalise the registration after the contract has been registered (fully or partially). When this is the case, the contract owner will see an action called ‘Ready for registration’ in their action overview. After the contract owner has entered the missing details, the contract will be activated.
You can register a contract by taking the following steps:
- Fill in the contract details, making sure to fill in all fields marked with a *. Depending on your settings, you will be able to register all or only some contract details. For more detailed information, please go to the ‘Registration’ menu item.
- If necessary, you can add a file and/or explanation in the yellow box next to the contract period. To do so, tick the boxes and add the files in the next step.
- If your organisation also uses the Liabilities module, you can code the contract. If you do so, this code will automatically be copied when you select the liability in question when coding an invoice.
- Click 'Continue'. Depending on your settings, you can then indicate contract parties. If you do not want to indicate contract parties, do not select anyone. Employees who are linked to a contract will see the contract in their archive and will receive notifications when the contract is edited.
- Click 'Save'. The contract will be activated and be shown in your Archive. On top of that, employees linked to a contract will be notified of the activation of the contract by e-mail.