Keeping a contract accurate matters: its terms, rates, and review rules are what the AI invoice review compares invoices against. This article shows how to open the contract editor and what each section covers.
Editing a contract is limited to the consultant role. Client users can view contracts but can’t edit them.
Open the editor
From the contract detail panel
Open a contract and select Edit Contract in the panel header.
From the contracts list
Open a row’s action menu (the ⋮ at the end of the row) and select Edit.
What you can edit
The editor is organized into tabs:
General
Core contract details — name, vendor, type, term, pricing, and other terms.
Rate Sets
The rate sets and hourly rates that apply to billed labor.
KPI Targets
The contract’s performance targets.
Invoice Review Rules
The rules that tell invoice review what’s included, excluded, or otherwise worth flagging.
A contract can span several properties, but the editor works in the context of one property at a time — it opens scoped to the contract’s first property.
