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Log on to 2Shakes and click on the Agreement link in the top navigation bar. You will see a table of all the agreements you have created.
The Agreement screen allows you to filter, search and drill down into your agreements:
Duplicates: If you renew or change an agreement there can be multiple agreements. Filter and sort agreements to see which is the most up to date Version
Outstanding: Use the Status of an Agreement to identify what needs further action.
Renewals: You can sort and filter your agreements to identity which are ready to be Renewed.
Agreement Details: By clicking on a client name you can drill further into an agreement. This can show you more details on the agreement and allow you to upload it to Xero Practice Manager or download the details to a CSV.
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