A third party is, within the FlexUp App, any account other than your current account.

You can add a third party to your local directory:

• by searching for an existing account in the global directory, or
• by creating a new account.

Adding third parties to your local directory allows you to easily create transactions with them, such as contracts, orders, and payments.

Third parties can be:

• Online accounts:
  • Active accounts managed by other users within the FlexUp system (i.e. they have at least one active member)
  • You can make transactions with them directly through the FlexUp app, and these will automatically be recorded in your account.
  • Visibility options:
    • Public 🌍: visible to all users in the system, or
    • Private 🔒: only visible to users who have them in their local directory.
• Offline accounts:
  • Inactive accounts that you create only for bookkeeping purposes
  • They are not managed by other users within the FlexUp system (i.e. they have no active members)
  • You can use the FlexUp app to manually record and track transactions that you conduct with them outside the app.
  • Visibility options:
    • Local 📍: only visible within the account that created them

Your local directory displays all the third party accounts (both online and offline) that you’ve bookmarked for easy access.