Agreements form from version 2.18

Before version 2.18, we create new agreements and handle all the agreement settings from the grid list page and adding the lines for self-billing invoices and if specific agreements have different amount per invoice.

From version 2.18 released Janury 2026, the Agreement form has been redesigned of grid list page with agreement link to the detailed agreement view page, where user can add lines to agreement and view/edit all the values on the header as well. Agreements grid list page with link to agreement detailed page.

The agreement processe are same as before (versions before 2.18).
Click on agreement link shown in below screenshot to reach the detailed form.
In the detailed form user can add lines for using toleaces per invoice or using the lines for creation of Self-billing invoices see more details under https://docs.signupsoftware.com/finance-operations/docs/user-manual/agreements/self-billig-invoice,
in the Header view, the user can only see header values for the agreement.

To activate the agreement

In the process are how to activate the agreement.

Select maintain and "Activate an agreement".

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Agreement is activated:
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To inactivate an active agreement

In the process are how to inactivate the agreement.

Select maintain and "Inactivate an agreement".

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To extend or copy an agreement

The agreement should be approved and active.

Buttons (Action pane)
Save	Save
New	Add a new Agreement.
Delete	Delete the selected Agreement.
Attachments	View the marked agreements attachments.
Cross company	Show agreements in cross company view
Workflow	If activated - ExFlow workflow for agreement approval.
Maintain Inactivate an agreement	This button will be active for agreements that are active and greyed out for agreements that are inactive. It is possible to select one or multiple agreements to inactivate.
Maintain Activate an agreement	This button will tick the active box. This will only tick the active check box for approved agreements if the ExFlow agreement workflow is activated, otherwise (No workflow is used) it will be available for all inactive agreements. This button will be active for agreements that are inactive and greyed out for agreements that are active. It is possible to select one or multiple agreements to activate.
Maintain Create self-billing invoice	Will only be active if the selected agreement has one and only one attachment of the type "self-billing invoice image". A new invoice will be automatically created with the image and based on the line attached to the main agreement. The invoice will after the creation be ready to be imported in ExFlow import form along with the other vendor invoices.
Maintain Calculate actual sales tax amount	To calculate actual sales tax amount for SBI
Maintain Posting proposal advanced	Link to posting proposal advanced form
Copy Extend selected agreement	Extend the selected agreement with a new time period. A new window will open and for date selections.
Copy Copy selected agreement	A new agreement(s) will be created that are copied of the selected agreement(s), but they will not be marked as active.
History Agreement history	Display’s the invoice transactions and invoice images posted against the actual Agreement.

To perform approval actions on the agreements

There is new tabs place added to perform approval actions for the agreements under, My ExFlow Documents.
The forms also include a direct link into the Agreements form.

Agreements - All
Agreements - Unapproved
Agreements - Responsible

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