🔍 What Happened?

If one or more contracts was accidentally left out of a royalty period, you have options depending on where the period is in the workflow.

Option 1 — Recalculate Draft Period

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Best if: The period has not yet been sent for approval.

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Add the missing contracts to the Contracts page as usual and ensure they're added to the correct contract group.

Next you need to re-calculate the open period to capture the new contract. If any new costs or transactions are linked to the additional contracts, you’ll need to select these before re-running the calculation.

If the period has not yet been "sent to approval", the Recalculate Period button will be available to use. Click back to set up to select any new costs, transactions, or sales files before recalculating the period.

Then the whole period gets recalculated via the recalculate period button shown:

• ✅ Everything stays in one period — clean and consolidated
• ✅ The period has not been published so no payees are notified.

Option 2 — Revert to Draft and Recalculate

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Best if: The period has been sent to review but not yet been published or paid out.

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Add the missing contracts to the Contracts page as usual and ensure they're added to the correct contract group.

Next you need to re-calculate the open period to capture the new contract. If any new costs or transactions are linked to the additional contracts, you’ll need to select these before re-running the calculation.

If the period has already been "sent to approval", the Recalculate Period button will not be available to use. Contact [email protected] to Revert to Draft. This pulls the period back to draft and makes the Recalculate Period button available again.