Agreements (2026)

There are a range of Administration options and settings, these can be accessed, from the :- Admi...

Your licencing must include one of the agreement modules (Rental, Maintenance, or Service) and Ag...

When setting up new agreements or editing existing ones, you can force the selection of a contrac...

NCompass Today Notifications – Charge Review: Navigate to Tools > Configuration. In the search bo...

Setting Salesperson for Agreement Renewal Reviews Navigate to Tools > Configuration. In the searc...

The contract ‘Version’ allows the agreement to be tagged with the version of the originally signe...

Navigate to Administration > Agreements > Contract Versions This Admin window allows you to view,...

Renewal Date There is a new tab on the agreement setup window (agreement step 1). Clicking the ta...

Finding Agreements by Renewal Date To find agreements that by renewal date go to: Navigate to Agr...

Configuring Renewal Letters in NCompass Email System Renewal letters are sent out via the NCompas...

This module is specifically designed to manage agreements, it allows you to tag an agreement for ...

Setting up Agreement Review Types To set up agreement review types, navigate to the administratio...

Scheduling a Review from the Agreement Explorer Window Navigate to Agreements > Agreement Explore...

Review Enquiry Navigate to Agreements > Review Enquiry from the Agreements menu. This will open t...

Finding Agreements in Review or Renewal Navigate to Agreements > Detailed Enquiry. Filters There ...