Third-party services

In simple words

Third-party services is part of Procurement & Assets. Track external providers. This guide takes you through it in 8 short steps.

Where it fits in your work — Source. Run an RFQ, compare vendors and issue the purchase order.

Before you start

• You need to be signed in to your company's workspace. Procurement & Assets appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Third-party services belongs to Vendors & spend in Procurement & Assets. Track external providers.

Step by step

1. 1

   Step 1

   Open Procurement & Assets

   Sign in and open the Procurement & Assets panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Third-Party Services”

   In the left menu of Procurement & Assets, open the page called “Third-Party Services” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Find what you need

   Type in the search box (“Name, type, provider”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Status
5. 5

   Step 5

   Read the list

   Each row shows:

   • Service
   • Type
   • Provider
   • Monthly
   • Renewal
   • Status
6. 6

   Step 6

   Add a new one

   Click “New Service” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Service
8. 8

   Step 8

   Done

   Track external providers.

Tips

• The search box accepts: Name, type, provider. Start typing and the list narrows down.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Procurement & Assets → Open “Third-Party Services” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• Finance

  Matched vendor invoices post as payables.

• Projects

  Project purchases are charged to the project.

• Workspace

  Subscription renewals and approvals reach the right people.

What you will see on this screen

These are the parts of the Third-Party Services screen, exactly as they appear in the product.

Why use Procurement & Assets

Procurement & Assets replaces procurement & asset management software, on the same login and the same data.

• Every purchase approved, tracked and matched before payment
• No surprise subscriptions — renewals are flagged early
• Know every asset, who has it and where it is
• Vendor invoices post to Finance when matched

Who uses Procurement & Assets

• Employees

  Raise purchase requests and expense claims and follow their status.

• Approvers

  Approve by amount, with budgets in view.

• Procurement team

  Run RFQs, vendors, purchase orders and goods receipts.

• IT & facilities

  Keep the asset register, subscriptions and infrastructure.

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