Skip to main content
The Contracts page brings all recurring budget items of your budget together in one list. Recurring budget items repeat at regular intervals, such as monthly salaries, rents or sales contracts. On this page you can review and edit them without opening a report.

​
Open the Contracts page

  • Click Contracts in the sidebar. Your organization decides which pages the sidebar shows, so if you don’t see it, ask your Caleido admin
  • In a workbook, you can also add Contracts as a tab: click + (Add tab) in the tab bar, select Contracts and click Apply
The page shows the budget items of the active budget. To see another budget, click the budget name in the top bar and pick the budget. See Manage budgets.

​
Category tabs

The tabs along the bottom group the budget items by category, for example personnel or revenue. All shows every recurring budget item.

​
Edit contracts

Double-click a cell to edit it, for example:
  • Amount
  • Frequency
  • Start date and End date
  • Item type, Account, Counterparty and Memo
  • dimensions and settings such as the VAT rate
For example, to end a salary, set an End date on that budget item. Changed rows are kept as unsaved changes until you click Save in the table header. Click the unsaved changes count to review or discard single changes.
Changing the frequency, start date or item type of a recurring budget item rebuilds the whole series. Edits made to single periods are discarded.

​
Add, duplicate and delete

Open Actions in the table header:
  • Add > Insert 1 row below: choose an item type to add a new recurring budget item. New rows are monthly by default. You can also right-click an empty table and choose Insert 1 row below
  • Add > Duplicate: copies the selected budget item
  • Regenerate: recalculates the selected budget items
  • Delete: deletes the selected budget items after you confirm
You can also right-click a row for the same actions.

​
Choose columns

  1. Open Actions and select Columns….
  2. Select the columns you want, for example a dimension.
  3. Click Apply.
Restore defaults brings back the default columns.

​
Search and filter

  • Search: type in the search field above the table to find contracts by any text on the row
  • Filter: open Actions and select Modify > Filter…. On the Quick tab, filter by Counterparty or by Label (dimension item). Clear filters removes them. The Advanced tab lets you build conditions on any field

​
Group

Open Actions and select Modify > Group… to group contracts by any field, for example by counterparty or dimension. Grouping helps you see the big picture when you have many recurring items.