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Tracking Changes in Agreement and Fee History
Tracking Changes in Agreement and Fee History
Stephanie Parks avatar
Written by Stephanie Parks
Updated over a week ago

Contents


Overview

Within each fee agreements, you will find a detailed record of all changes made including the addition, deletion, modification of fees, and the modification or cloning of an agreement.

Tracking changes adds a layer of transparency, ensuring that all parties are aware of any changes made.


Where to View History

When clicking into any fee agreement, you will see a + Fee History button at the bottom of each fee and a + Agreement History button at the bottom of the Fee Agreement.


Types of Changes that are Tracked

  1. Adding a Fee

  2. Deleting a Fee

  3. Modifying a Fee: Changing the details of an existing fee (amount, rate, billing cadence, etc.).

  4. Cloning an Agreement: Creating a duplicate of the existing agreement with or without modifications.


Tracked Changes

1. Adding a Fee or Creating a New Agreement

When a fee is added to an agreement or a new agreement created, the following details are recorded:

  • Date of Addition: The date and time when the fee was added.

  • Type: Add

  • Fields: Agreement Information such as start date, end date and name. Fee details such as Fee name, type, start date, end date, billing cadence, fee amount, etc.

  • New Values

  • User: The user who took the added the fee.


2. Deleting a Fee

When a fee is deleted from an agreement the following details are recorded:

  • Date of Deletion: The exact date and time when the fee was removed.

  • Type: Delete

  • Fields: Agreement Information such as start date, end date and name. Fee details such as Fee name, type, start date, end date, billing cadence, fee amount, etc.

  • Old Values

  • User: The user that removed the fee.


3. Modifying a Fee

When a fee is modified on an agreement, the following details are recorded:

  • Date of Modification: The date and time when the fee was modified.

  • Type: Modify

  • Fields: Agreement Information such as start date, end date and name. Fee details such as Fee name, type, start date, end date, billing cadence, fee amount, etc.

  • New Value: The current details of the fee after having been modified.

  • Old Value: The original details of the fee before modification.

  • User: The user who modified the fee.


4. Cloning an Agreement

When a fee agreement is cloned, the original and new agreements have a record of the clone.

  • Date of Cloning: The date and time when the agreement was cloned.

  • Type: Clone

  • Fields: Agreement Clone

  • New Value: The new Agreement's name.

  • Old Value: The original Agreement's name.

  • User: The user who cloned the fee agreement.

Note: This is a new feature that began tracking history as of July 2, 2024. Any agreements that were created and/or modified prior to this date do not have tracked fee/agreement history. Any changes going forward to these agreements will be tracked.

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