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Reports
Module: Contract Lifecycle Management
Where to open in admin
- Log in to Admin.
- Open sidebar menu Contract Lifecycle Management.
- Click Reports.
- Direct route (for admins):
admin/contract_lifecycle_management/contract_lifecycle_management_reports
What this screen is for
Transfer funds between cash and bank accounts without external party.
How to use — step by step
- Create contra voucher.
- Select from and to accounts (e.g. bank → cash).
- Enter amount and reference.
- Post to update both ledgers.
Common buttons & actions
- Save
- Post
Required permissions
Staff need the clm_reports feature with: view, export.
Assign under Setup → Staff → Roles → Permissions.
Related guides
See the Contract Lifecycle Management overview for module-wide workflows, API, and setup.