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