Where to start?

If you haven't already, before you add an agreement, you need to create a company.

Go to All Companies → select a company.

If you have not created a company yet, create one by clicking + New Company

Please note: this screen shows subsidiary companies. We have set this up in order to mirror a larger company structure. If your parent company (Demo Co. in this example) has no subsidiaries, then name your subsidiary company the same as your parent company.

Once you've created a company and selected the applicable company you're ready to add your first agreement.

Once the company is created you have two options

A) Select the company and click + New Agreement

B) Select Agreements and add an agreement

Note: If you are in an IFRS 16 company, there is no classification test. You can apply the short-term or low-value scope exemption in the initial recognition tab.

Once completed you'll see the following screen:

Now you're ready to start entering your data!

For more information on the sections & fields, please click the "?"

I would also highly recommend watching the 4 part video series on how to input a lease agreement. Each video is no longer than 3 minutes and focuses on each specific area of the Initial Recognition tab. Watch it here

For further information on setting up your lease portfolio in Cradle refer here