Agreements in the new UI

Select the client and open Manage > Agreements. Use the table’s display controls for columns and expand an agreement to review its currently effective line items. Open its name for the details drawer and detailed past, current and upcoming line-item periods.

Use the agreement’s available Hide/Show action to exclude or restore it for normal reporting. To restore a hidden agreement, include hidden records with the list’s visibility/filter control first. Hiding does not delete source data or stop future syncs. Synced billing fields remain source-controlled; change them in the PSA. Manual agreements and PSA agreements can have different available actions.

The classic Show Agreement Line Items, Show hidden and section names below describe that interface. In the new UI, review the labels and actions offered in the table and drawer rather than looking for the old toolbar buttons.

For the classic interface, see Agreements Overview — classic UI.

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