If you wish to record Transactions against your Contract such as Invoices, the Transaction tab will allow you enter the relevant details.

If you have the Transaction Total and Remaining budget fields on your Contract form then any records entered here will be used to calculate that Total.

You can enter as many records as you wish, but to allow Totals to be displayed you must enter a value in either the net value or Gross Value and the Invoice Date or Paid Date field depending on what your account has been set to.

Navigate to -> Open up existing Contract -> Transaction Tab -> Press [New]

Fig 1 - Contract Transaction Form

Type - Identify if the Transaction is a Purchase or Sale

Name - Describe the Transaction Name using the free text field

Unit Price - The single Unit price of the Purchase / Sale

Qty - The number of Units

Net Value - Manual entry or Automatic calculation can be used

Gross Value - Manual field to enter value plus tax if required

Invoice Date - Date the invoice was issues

Paid Date - Date invoice was paid


Repeat until all Transaction records have been entered

TIP: If the 'Auto Calculate' icon is pressed the the solution will auto calculate the value based upon the values held in the Unit Price / Qty fields

TIP: As with all the forms across intelligentcontract the fields and values displayed can be adjusted to match your organisations requirements, therefore you can adjust your Financial form to display any financial information required, please refer to the Customisation articles to learn more about how to configure your requirements.

For details of how the Transaction feature works, please read this article; https://support.intelligentcontract.com/support/solutions/articles/22000204793-overview-of-transactions