> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 1-1. Viewing the Services Screen

> Learn how to navigate and use the Services screen.

## Services Screen Overview

This page explains how to read and use the Services screen.

## How to Read the Services Screen

<img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/dcqgfmkgaq/2025-09-09-8-49-36.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=25c90e534094c024897a2cc79a687680" alt="How to read the Services screen" width="2198" height="334" data-path="images/it-management/dcqgfmkgaq/2025-09-09-8-49-36.png" />

<table>
  <thead><tr><th style={{width:"60px"}}>No.</th><th>Item</th><th>Description</th></tr></thead>

  <tbody>
    <tr><td>1</td><td>Connected services list</td><td>View services, workspaces, monthly spend, and accounts.</td></tr>
    <tr><td>2</td><td>Notifications</td><td>Select "Show all →" in the upper right to view "Alert / Warning / Muted notifications."</td></tr>
    <tr><td>3</td><td>Search by service name or workspace name</td><td>Filter the service list by service name or workspace name.</td></tr>
    <tr><td>4</td><td>Filter by notification level</td><td>Filter the service list by "Critical / Warning."</td></tr>
    <tr><td>5</td><td>Filter by notification type</td><td>Filter the service list by "Resigned / Unused / On leave / Unknown accounts" or "Public files."</td></tr>
    <tr><td>6</td><td>Sync all</td><td>Run sync for all services in the list.</td></tr>
    <tr><td>7</td><td>Connect a new service</td><td>Navigate to Integrations > Integrations screen.</td></tr>
  </tbody>
</table>

<h2 id="service-list">
  Service List
</h2>

<img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/dcqgfmkgaq/2025-09-10-9-42-24.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=c1378dcc3e1f7c290a795eb06b9f9059" alt="Service list" width="1554" height="240" data-path="images/it-management/dcqgfmkgaq/2025-09-10-9-42-24.png" />

<table>
  <thead><tr><th style={{width:"60px"}}>No.</th><th>Item</th><th>Description</th></tr></thead>

  <tbody>
    <tr><td>1</td><td>Service / Workspace</td><td>Displays the service name and workspace name.</td></tr>
    <tr><td>2</td><td>Notifications</td><td>Displays critical and warning notifications.</td></tr>
    <tr><td>3</td><td>Accounts</td><td>Displays the number of accounts linked to the service. Avatars appear when accounts are retrieved from the service.</td></tr>
    <tr><td>4</td><td>Monthly spend</td><td>Displays the previous month's spend. Arrows indicate whether spend increased or decreased compared to the prior month. An upper-right arrow means an increase, and a lower-right arrow means a decrease. You can also check this under Spend > Spend (search by service name).</td></tr>
    <tr><td>5</td><td>Engagement score</td><td>Displays the engagement score. Access frequency is scored on a 10-point scale. The more users who access frequently, the higher the score.</td></tr>
    <tr><td>6</td><td>Add account</td><td>Add an account directly from the Services screen. This option appears only for SaaS services that support provisioning. For supported services, see [Connected SaaS & Feature Support List](/en/integrations/ey32ki15er-function#saa_s), under "Account Lifecycle" > "Provisioning (New / Additional Registration)."</td></tr>
  </tbody>
</table>

## Service Details

<img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/dcqgfmkgaq/2025-09-12-7-21-46.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=b5c168a5410f8a17a92519cdc379aed4" alt="Service details" width="2320" height="414" data-path="images/it-management/dcqgfmkgaq/2025-09-12-7-21-46.png" />

<table>
  <thead><tr><th style={{width:"60px"}}>No.</th><th>Item</th><th>Description</th></tr></thead>

  <tbody>
    <tr><td>1</td><td>Service site</td><td>Open the service's website via the ↗️ link.</td></tr>
    <tr><td>2</td><td>Accounts</td><td>Displays the number of accounts linked to the service.</td></tr>
    <tr><td>3</td><td>Notifications</td><td>Displays critical and warning notifications.</td></tr>
    <tr><td>4</td><td>Next contract</td><td>Displays the next contract date. This reflects the settings configured in the **Contract** tab.</td></tr>
    <tr><td>5</td><td>Tabs</td><td>Switch between the "Info / Accounts / Contracts / Notifications" tabs.</td></tr>
    <tr><td>6</td><td>View receipts and invoices</td><td>Click \[View Receipts & Invoices] to navigate to Spend > Receipts & Invoices.</td></tr>
  </tbody>
</table>

## Info (Workspace)

<img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/dcqgfmkgaq/2025-09-14-22-20-44.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=27a91b7447aac272ee20c721e56d8e1e" alt="Info (Workspace)" width="2310" height="356" data-path="images/it-management/dcqgfmkgaq/2025-09-14-22-20-44.png" />

<table>
  <thead><tr><th style={{width:"60px"}}>No.</th><th>Item</th><th>Description</th></tr></thead>

  <tbody>
    <tr><td>1</td><td>Workspace</td><td>Displays connected workspace names. You can register multiple workspaces. Click a workspace name to add information for that workspace. For details, see [Managing Multiple Workspaces (Domains, Tenants)](/en/it-management/saas-management/g6zipm1ez7-multi-workspace).</td></tr>
    <tr><td>2</td><td>Status</td><td>Displays the current status.</td></tr>
    <tr><td>3</td><td>Settings</td><td>Click the three-dot menu \[**︙**] to access "Delete / Rename / Reconnect / Sync / Details." For details, see [Reconnect](/en/it-management/saas-management/93nahw45is-trouble) and [Sync](/en/it-management/saas-management/93nahw45is-trouble).</td></tr>
  </tbody>
</table>

## Info (Role)

<img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/dcqgfmkgaq/2025-09-14-22-15-38.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=b8612ee4a4b6a75cb39e3d75e1528805" alt="Info (Role)" width="2096" height="274" data-path="images/it-management/dcqgfmkgaq/2025-09-14-22-15-38.png" />

<table>
  <thead><tr><th style={{width:"60px"}}>No.</th><th>Item</th><th>Description</th></tr></thead>

  <tbody>
    <tr><td>1</td><td>Role</td><td>Displays the role. Click a row in the table to open the Accounts screen with the corresponding filter applied. This is retrieved when the SaaS supports Role under "FetchData" in [Connected SaaS & Feature Support List](/en/integrations/ey32ki15er-function).</td></tr>
    <tr><td>2</td><td>ID type</td><td>Displays the ID type. Click a row in the table to open the Accounts screen with the corresponding filter applied. This is retrieved when the SaaS supports Role under "FetchData" in [Connected SaaS & Feature Support List](/en/integrations/ey32ki15er-function).</td></tr>
  </tbody>
</table>

## Info (Payment History)

<img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/dcqgfmkgaq/2025-09-14-22-28-46.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=fc77ea83b54c55d77aff7d29a23d2635" alt="Info (Payment History)" width="2218" height="544" data-path="images/it-management/dcqgfmkgaq/2025-09-14-22-28-46.png" />

Toggle between "Graph / Table" views to review payment history. Click "All data" to navigate to Spend > Spend.

**Info (Basic Information)**

<img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/dcqgfmkgaq/2025-09-15-10-16-25.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=4df7d54a31e9234dfc88d01e1533f019" alt="Info (Basic Information)" width="2226" height="314" data-path="images/it-management/dcqgfmkgaq/2025-09-15-10-16-25.png" />

View the service's developer, certifications, and terms of service here. You can also check the privacy policy, data security policy, and country of development.

## Accounts (Service Details)

<img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/dcqgfmkgaq/1779073455172-image.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=3bc24163b3a9e4c4564a22a7ef4af201" alt="Accounts (Service Details)" width="1480" height="278" data-path="images/it-management/dcqgfmkgaq/1779073455172-image.png" />

<table>
  <thead><tr><th style={{width:"60px"}}>No.</th><th>Item</th><th>Description</th></tr></thead>

  <tbody>
    <tr><td>1</td><td>Search by name or email address</td><td>Search the account list by name or email address.</td></tr>
    <tr><td>2</td><td>Filters</td><td>Filter by "User type," "Role," or "2FA status, suspended accounts."</td></tr>
    <tr><td>3</td><td>Save search</td><td>Save your search conditions and filter using the saved conditions.</td></tr>
    <tr><td>4</td><td>Exporting service accounts</td><td>Export all service accounts, or a subset filtered by conditions. For details, see [Exporting Service Accounts](/en/it-management/saas-management/bvfxjlx09m-export-account).</td></tr>
    <tr><td>5</td><td>Merge</td><td>Manually link a retrieved service account to another account. For details, see [Account Linking (Merge)](/en/it-management/saas-management/d97dy5z2l7-merge).</td></tr>
    <tr><td>6</td><td>Owner</td><td>Click an owner's account to navigate to the Directory screen.</td></tr>
    <tr><td>7</td><td>Service ID</td><td>Displays the account information registered on the service side.</td></tr>
    <tr><td>8</td><td>Last used</td><td>The service's last-used date. To check whether Last Activity data is available, see "FetchData" > "Last Activity" in [Connected SaaS & Feature Support List](/en/integrations/ey32ki15er-function#saa_s).</td></tr>
    <tr><td>9</td><td>Settings</td><td>Click the three-dot menu \[**︙**] to access "Delete / Merge / Add note." Delete: you can delete an account for services that list "Delete" under "Account Lifecycle" in [Connected SaaS & Feature Support List](/en/integrations/ey32ki15er-function#saa_s). Add note: leave an individual note for each account.</td></tr>
  </tbody>
</table>

## Contracts (Service Details)

<img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/dcqgfmkgaq/2025-09-13-18-53-46.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=9d0de8003eb7d132761d066e95173941" alt="Contracts (Service Details)" width="2296" height="364" data-path="images/it-management/dcqgfmkgaq/2025-09-13-18-53-46.png" />

<table>
  <thead><tr><th style={{width:"60px"}}>No.</th><th>Item</th><th>Description</th></tr></thead>

  <tbody>
    <tr><td>1</td><td>Create</td><td>Register a new contract via \[+ Create]. For details, see [Managing SaaS Contracts](/en/it-management/cost-management/lcmgkjglyo-contract-management).</td></tr>
    <tr><td>2</td><td>Name</td><td>Displays the registered contract name.</td></tr>
    <tr><td>3</td><td>Workspace</td><td>Displays the workspace name selected at registration.</td></tr>
    <tr><td>4</td><td>Next contract</td><td>Displays the next contract date and day of the week.</td></tr>
    <tr><td>5</td><td>Period</td><td>Displays the registered renewal period.</td></tr>
    <tr><td>6</td><td>Contract date</td><td>Displays the registered contract date.</td></tr>
    <tr><td>7</td><td>Administrator</td><td>Displays the registered administrator.</td></tr>
    <tr><td>8</td><td>Notes</td><td>Displays the content entered in the notes field.</td></tr>
    <tr><td>9</td><td>Delete</td><td>Delete a registered contract. For details, see [Deleting and Modifying Contracts](/en/it-management/cost-management/lcmgkjglyo-contract-management).</td></tr>
  </tbody>
</table>

## Notifications (Service Details)

<img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/dcqgfmkgaq/2025-09-14-16-31-20.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=e2c4ce2b415bd5a05c3cf221db744771" alt="Notifications (Service Details)" width="2290" height="636" data-path="images/it-management/dcqgfmkgaq/2025-09-14-16-31-20.png" />

<table>
  <thead><tr><th style={{width:"60px"}}>No.</th><th>Item</th><th>Description</th></tr></thead>

  <tbody>
    <tr><td>1</td><td>Notifications</td><td>Filter by "Critical" or "Warning" notifications.</td></tr>
    <tr><td>2</td><td>Notification type</td><td>Filter by "Resigned / On leave / Unused / Unknown accounts" or "Public files."</td></tr>
    <tr><td>3</td><td>Notification list</td><td>Displays notifications for "Resigned / On leave / Unused / Unknown accounts" or "Public files." For details, see [Service Alerts](/en/it-management/saas-management/q6jgukpnvh-alert#service-alerts).</td></tr>
    <tr><td>4</td><td>Settings</td><td>Click the three-dot menu \[**︙**] to access "Sync / Stop." Use \[Sync] to retrieve the latest notifications. For \[Stop], see [Muting Alert Notifications](/en/it-management/retired/j61yplowpw-mute).</td></tr>
  </tbody>
</table>