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Select Agreements or Contracts in the sidebar to review the records available to you. Your MSP controls whether this area is enabled and which company records you can read. Audience: Company users and MSP staff.

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Find the record

1

Check the company and filters

If you have a company selector, choose the intended company. Use the table’s Name, Type, and Status filters to narrow the list. MSP staff can also use the Company column.
2

Review the row

Check Name, the contract number when supplied, Type, Status, Start Date, End Date, and Billing. The row also summarizes available balances and the number of uploaded Documents.Use the column controls and pagination as needed. The page-size options are 25, 50, and 100 records.
3

Open the agreement

Select the row to open its detail panel. It starts on Summary, with the status, number, dates, and billing amount and cycle when supplied.
4

Review the other tabs

Select Balances for current and historical usage information, or Documents for the uploaded PDFs. Close the panel to return to the list. Changing company scope closes the current panel.
The summary is a synchronized record, not an editable contract form. If an amount, date, status, or company is incorrect, ask your MSP to check the source agreement and synchronization.

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When details are incomplete

If Some details could not be loaded appears, the panel can still show the summary from the list. Do not treat that fallback as a fully loaded balance history or document list. Close and reopen after the problem is resolved, or contact your MSP. A dash means a value is unavailable in that view; it does not establish a zero price or balance. Check the source agreement or your MSP before relying on billing figures.

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Frequently asked questions

The portal uses PSA-specific terminology. Halo and Autotask use Contracts; ConnectWise uses Agreements.
The portal displays imported agreement details. Ask your MSP to update the agreement in its source system.
Check company scope and filters, then ask your MSP to verify read permission, company mapping, feature availability, and source synchronization. An empty list can also result from a load problem.
It shows the imported agreement status. Read the actual agreement terms or ask your MSP which services are covered.
Open the row, then select Balances or Documents. These tabs are separate from the Summary.
The current Agreements table does not provide a CSV export action. Ask your MSP for the report or source documents you need.