Home → inniAccounts User Guide → Administration and settings → Managing contracts

4.1. Managing contracts

You can simplify your administration by setting up a 'contract' for each of your clients. A contract allows you to track time spent on projects, create pre-populated invoices and bill expenses and mileage claims to your client. It also allows you to keep detailed information about your contracts for future reference, such as contact details, rates and time records.

Managing contracts

Contracts are managed in your company's admin pages - click on the admin icon, then select contracts. You can view existing contracts or create a contract by clicking on 'New Contract'.

Contract details

Enter the details of your client here.  The contract name is only used internally and allows you to identify this contract.  The start and end dates are used to control the visibility of the contract on various pages - if the contract is missing from time tracking or invoicing try extending the contract end date.

Mileage defaults

These details are used to create an entry in your mileage log when you check the 'default mileage' check box on the quick entry screen. Enter the details of your regular journey to your client, if applicable.

Invoice defaults

The information entered here is used to create invoices for this contract. The hourly charge and mileage charge should be entered in pounds - in the above example work will be charged back to the client at £45 per hour and billable mileage is recharged at 40p per mile. The invoice message allows you to display useful information on your invoice - for example your bank details. The invoice email address is the default recipient when you use the 'email invoice' feature.

Invoicing agents
If you're contracting via an agency you may wish to enter the agent's address in the invoice address box

Contract tasks

Contract tasks allow you to track time spent on individual tasks, workstreams or elements of a contract. In order to enable time tracking you'll need to enter at least one task.

Can't delete a task?
If you've recorded time against a task, you can't delete it. To hide the task from your quick entry screen just un-tick the 'active' box and save your changes.