Contract management

SMACC contract management organizes your contracts. You can create documents on an individual schedule (e.g. monthly) which you can either send for approval or have approved automatically. You can also manage and fully automate the accounting of contracts.

Create a new contract:

  1. Main menu/contracts
  2. Add contract

Enter the contract data and the contract document:

  1. Select the sender/creditor

  2. Enter the recipient data or select details from a profile

  3. Optional: enter a short description of the contract

  4. Contract date start

  5. Optional: contract date end

  6. Select a contract type

  7. Contract number

  8. Currency

  9. Tax rates country

  10. Payment type of the contract

  11. Optional: last termination date

  12. Optional: last termination date reminder (period)

  13. Optional: Automatically calculated or manual entry: Last termination date reminder

  14. User to whom a reminder should be sent at the end of the contract

  15. Workflow

  16. Optional: Automatic approval

  17. Optional: Accounting

  18. select Interval Automatic document creation

  19. select an execution day (e.g. always on the 1st day)

  20. select Execution start date

Note: The earliest possible start date is tomorrow

  1. upload the contract

Example:

Field Value
Type: Rental agreement
Contract period: 01.01.2016 - 31.12.2026
Notice period: 1 month before the end of the contract
Description: Rent office Berlin, Berliner Straße
Contract start date: 01.01.2016
Contract date end: 31.12.2026
Type of contract: Tenancy agreement
Contract number: MV12345789
Currency: Euro
Tax rates from country: Germany
Payment method: Direct debit
Last termination date: 30.11.2026
Last termination date reminder: 2 months before termination date
Last termination date reminder: 31.10.2026 (will be calculated automatically)
Contract end reminder: User 1, User 2

Accounting:

Field Value
Automatic document creation (interval): Monthly
Execution on day of the month: 1.
Execution start date: 01.03.2025
Execution end date: 01.01.2026
Tax: Standard
Booking text: Rent office Berlin, Berliner Straße
Quantity: 1
Net amount: 1,000.00
Tax amount: 190.00
Gross total: 1,900.00