> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Find and review an agreement

> Find a service agreement or contract and review its Summary, Balances, and Documents tabs.

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.

## Find the record

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

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.

## 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.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Why is the list called Contracts in my portal?">
    The portal uses PSA-specific terminology. Halo and Autotask use Contracts; ConnectWise uses Agreements.
  </Accordion>

  <Accordion title="Can I edit the billing amount or end date?">
    The portal displays imported agreement details. Ask your MSP to update the agreement in its source system.
  </Accordion>

  <Accordion title="Why is an agreement missing?">
    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.
  </Accordion>

  <Accordion title="Does an Active badge confirm every service is included?">
    It shows the imported agreement status. Read the actual agreement terms or ask your MSP which services are covered.
  </Accordion>

  <Accordion title="Where are historical balances and PDFs?">
    Open the row, then select **Balances** or **Documents**. These tabs are separate from the Summary.
  </Accordion>

  <Accordion title="Can I export this list to CSV?">
    The current Agreements table does not provide a CSV export action. Ask your MSP for the report or source documents you need.
  </Accordion>
</AccordionGroup>

## Related guides

* [Understand agreement balances](/user-guides/agreements/read-balances)
* [Open an agreement PDF](/user-guides/agreements/download-documents)