[Beta] Create and manage obligations

Create and track financial obligations with reminders on agreement pages.

Overview

Plan availability: Essential/Advanced
Required user role: Manager

The Obligations tab on the agreement page allows you to easily manage and track obligations associated with an agreement. This tab provides a quick overview of obligations and offers options to filter and create new obligations.

In each obligation, you can find the following information:

• Obligation type: Recurring payment, Milestone payment, and Upfront payment.
• Obligation status:
  • Pending: When the due date for the obligation is more than one month away.
  • Upcoming: When the due date for the obligation is within the next month.
  • Overdue: When the due date for the obligation has passed and the action required has not been completed.
  • Completed: When the obligation has been fulfilled as required.
  • Terminated: When the obligation is ended before it was fulfilled.
  • In Dispute: When the obligation is on hold due to a disagreement between the parties involved.
• Due date: Lists the due date for each obligation, allowing you to keep track of upcoming deadlines.
• Responsible party: Displays Internal if your company is responsible, or the name of the partner company if they're responsible.
• Amount: Shows the amount due for the current payment related to each obligation. The currency isn't displayed at the obligation level, but at the agreement level.

Create obligations

Open the agreement page, go to the Obligations tab, and click Create obligation.

A popup will open, asking you to select the document related to the agreement. You can skip this step if you prefer to create an obligation without a document.

If you selected a document, this document will open on the left side of the page, with a set of information to fill in on the right side of the page. You can set a reminder date at the bottom of this form to receive an email notification.

Click:

• Save and create new to create the current obligation and open a new blank form with default values.

• Save and duplicate to create the current obligation and open a new form with all values unchanged to create a duplicate.

• Save and close to simply save the current obligation and go back to the agreement page.

Filter obligations

You can use the search bar to find obligations by their name. You can also apply the quick filters available at the top of the obligation list to reach the information you're interested in with a single click. You can filter obligations by their type and status.

For advanced filtering, click the More filters button to open a filtering panel on the right side of the page. From here you can filter obligations based on all the fields that they contain. Click Apply filters at the bottom of the panel to apply your filtering preferences.

Edit or delete obligations

Click the ellipsis icon and select Edit or Delete. 

Manage obligation notifications

You can manage your email notifications related to obligation activities on your account page. Open the navigation bar, click your avatar at the bottom, select Account, and open the Notifications tab.