Record terms, contacts and deadlines
Record the purpose, contact department and closing and payment days for each supplier or government office, and link deadlines such as renewals to the company.
Applies to
- Industries
- Real Estate・Small Businesses
- Plans
- All plans
- Feature
- Sales
What you can record
Fill these in under Terms & contact when you Edit a company.
- Purpose: what you work with the company for (for example, copier lease or corporate tax filing)
- Contact department: who you deal with on their side (for example, the corporate tax division)
- Closing day, payment month and payment day: choosing End of month, Next month and End of month shows "Close end of month, pay end of the next month". Use them as collection terms for customers and payment terms for suppliers. They are hidden when the only type is Government / public body.
Your own contact person is still the Owner.
List columns
- Suppliers & vendors view: invoice registration no. / account holder, purpose / contact department, terms / next deadline, contact details, owner
- Government view: purpose / contact department, next deadline, contact details, owner
The next deadline turns red once it has passed and amber within 30 days. CSV and Excel exports include Purpose, Contact department, Terms and Next deadline columns.
Link deadlines to a company
Link deadlines that involve another party, such as contract or insurance renewals and filings, and they appear as the Next deadline in the list and under Deadlines on the company page.
- Add or edit the deadline under HR & labor → Visa & Licenses.
- Search for the other party in the Company field (you can create it on the spot if it is missing).
- Click Save.
Notice deadlines and end dates created automatically from sales contracts are linked to the contract's company and also appear as its next deadline.
The Visa & Licenses screen is available on the small-business plan to people with HR access. Deadlines created from contracts or subsidies do not appear there, but they do appear under Deadlines on the company page.
Company page
Basic info shows Purpose, Contact department and Terms. The Deadlines card on the right lists linked deadlines, nearest first, and marks finished ones as Done.
FAQ
- It does not show as the next deadline: the deadline is done or not linked to the company. Pick the company when you edit the deadline.
- Change the company of a contract deadline: deadlines created from a contract follow the contract's company, so change it on the contract.
- Are the terms used for invoice due dates? Not yet; they are for recording and checking in the list. Set the due date on the invoice itself.
Still need help?
Customers can reach live support from the admin. For questions before signing up, use the contact form.