Account contracts financials attachments

The Agreement tab on an Account record consolidates all contractual compliance information for that client in one place. Every field here is editable and searchable, making it straightforward for sales, legal, and delivery teams to verify the contractual status of an account before starting work or raising invoices.

How to view and update Agreement details

• 1
  Navigate to Accounts in the left sidebar and open the account record you want to update.
• 2
  Click the Agreement tab in the account detail navigation bar. The Agreements panel loads showing the current status of all contractual fields.
• 3
  Review the current values. Fields showing a dash ( – ) have not yet been populated. Fields showing No have been explicitly set to indicate the agreement is not in place.
• 4
  Click the Edit button at the bottom-right of the Agreements panel to enter edit mode.
• 5
  Update the relevant fields and click Save to apply the changes.

Agreement field reference

The Account Financials tab stores all billing and taxation details specific to a client account. This information drives how invoices are generated and addressed in KEBS, and it serves as the authoritative reference for finance operations across all projects linked to the account.

How to view and update Account Financial details

• 1
  Open the account record from the Accounts module.
• 2
  Click the Account Financials tab in the account detail navigation bar.
• 3
  Review the current values. A dash ( – ) in any field means the value has not yet been entered.
• 4
  Click Edit at the bottom-right of the Account Financial panel to enter edit mode.
• 5
  Populate the relevant fields with the client’s billing and tax information and click Save.

Account Financial field reference

The Attachments tab on an Opportunity record allows your team to upload, categorise, and manage all documents related to a deal. Documents are split into two categories: General for standard deal documents such as proposals, statements of work, and presentations, and Financial for sensitive billing documents such as pricing sheets and commercial appendices. Each document can be previewed, downloaded, moved between categories, or deleted directly from the tab.

How to upload a document

• 1
  Open the Opportunity record from Opportunities V2 in the left sidebar.
• 2
  Click the Attachments tab in the opportunity navigation bar.
• 3
  The Documents panel loads. The category tabs at the top (for example, General (2) and Financial (2)) show how many files are in each category. The active category is highlighted in red.
• 4
  Select the category you want to upload to by clicking the appropriate tab (General or Financial).
• 5
  Click Add Document in the top-right of the Documents panel.
• 6
  Select the file from your device. Supported formats include doc, pdf, xlsx, and other standard document types. The file will appear in the list once uploaded.

Understanding the document list columns

Document categories explained

Managing existing documents

• Preview: Click the eye icon in the Action column to open the document in a preview panel without downloading it. Useful for quick review during calls or meetings.
• Download: Click the down arrow icon to save the document to your local device.
• Move between categories: Click the box icon to move a document from General to Financial or vice versa. Use this when a document has been uploaded to the wrong category.
• Delete: Click the red bin icon to permanently remove a document from the Opportunity. Deletion cannot be undone, so confirm the file is no longer required before deleting.
• List and grid views: Use the view toggle icons in the top-right of the Documents panel to switch between the list layout (default) and a grid thumbnail view.