1. From the Dashboard, click the name of the Agreement you’d like to view
2. Use the Agreement navigation bar to explore an Agreement’s details and terms
3. Assigned tasks and attachments will appear as a number, click the link to view.
3. Click the "Actions" menu to export the Agreement terms to CSV or PDF
4. The "Details" tab summarizes the key Agreement clauses
5. The "Terms" tab displays the overall Rights for the Agreement.
6. Click "Royalty Rates" to view the Royalty Rate details. Click any Triangle icon to expand the view to include the rights for each royalty rate.
7. Click "Advances" to view the Advance details, payment schedule, and recoupable balance. Click on the "Clock" icon to see an Advance’s history
NOTE: You will receive a invoice whenever an advance payment is due to be paid.
8. The Advance history displays a ledger of recoupable balance debits and credits
9. Click "Guarantees" to view the Minimum Royalty Guarantee details. Click the "Calendar" icon to view the Guarantee Payment Schedule, or click the "Clock" icon to view the Guarantee History
10. The Guarantee Payment Schedule displays progress towards satisfying the minimum guarantee, and any remaining payment milestones.
NOTE: You will receive a invoice whenever a guarantee milestone payment is due to be paid.
11. Click the "Fees" tab to view any One Time Fees (admin, reimbursement, etc) or Recurring Fees (Common Marketing Fund, etc.) called for by the Agreement
12. Click the "Products" tab to view all Licensed Products assigned to the Agreement.
NOTE: The ability to add or edit products depends on settings configured by your Licensor.
13. Click the "Royalties" tab to view a summary of all Royalty Reports for the Agreement
Click on any Report name to view the report details.
14. Click the "Invoices" tab to view every Invoice created for the Agreement
Click on the Invoice Due Date to view the Invoice details, export to PDF, or make a payment
15. Click on the "Trends" tab to view the financial performance over the life of the Agreement
16. Click the "History" tab to view a full history of every action over the life of the Agreement
