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Add Contracts

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A Contract is a legally-binding document outlining the partnership between your nonprofit and another company, organization, or government.

 

From the Argenta main menu on the left-hand side of the screen, choose Operations > Contracts.

 

Click the “Add New” button. This will pop up the Add a New Contract window. All required fields are designated with a red *.

 

 

Enter the name of the Contract in the Contract Title field and choose the Contract’s Current Status from the drop-down list.

 

Specify the version number in the Contract Version Number field. If this is the original, unrevised contract, enter “1”.

 

Enter the value of the Contract.

 

Select the following information from their respective drop-down lists. If the needed entry is not in the system, you can add it by clicking the “Add New” button.

- Department

- Contract Type

- Contract Category

 

All drop-down lists in Argenta help to create comprehensive reports. Argenta comes loaded with predefined values for all of these drop-down lists, but you can change them at any time. You can add or delete any of these values by selecting the corresponding section from the Argenta Main Menu. To update contract types or categories choose Contract Types or Contract Categories respectively from the Classification Codes menu. To update departments, choose Departments from the Classification Codes menu.

 

Next, you can select the following dates by using the date picker, or by entering the date manually:

- Start/Effective Date

- End Date

- Review Date

- Termination Date

 

Select the team member who will be your Contract Administrator by clicking the “Lookup” button and selecting the individual by searching and selecting them. The Our Contract Administrator field will display the ID for the selected team member and their name will display below.

 

Next, select the individual responsible for the second party under the Contract/Agreement Second Party. This individual must first be entered into Argenta as a Constituent. If they are already in the system, click the “Lookup” button and select the individual by searching and selecting them. If they are not in the system, you can add them by selecting “Add New”. For help, see Add a Constituent.

 

Once you have filled out the desired fields, you can add a description of the Contract in the Contract Description field. Each Contract has a description field, which can contain as many items as needed. If needed, you can fill out the Contract Terms field in the same manner.

 

Specify if there Is An Early Out Allowed option from the drop-down list. If there is an early out option, you can fill out the requirements in the Early Out Terms box.

 

You may also need to enter some notes about the Contract. You can do so by entering text into the Notes field. This field can contain as many notes as needed.

 

After reviewing the information entered, click the “Add this Contract” button to finish. The window will close and you will find your new Contract in the Contract list.