Work Where You're Already Working
Managing third-party relationships means constantly moving between contract records, workflow queues, intake portals, and reporting views. Each navigation adds friction: minor delays that compound across your team and across time.
This release removes several of those friction points, letting you work directly in the context you're already in rather than hunting for the right place to take action. These enhancements focus on workflow efficiency: initiating processes where you're already working, controlling when performance reviews happen, ensuring data accuracy at the point of entry, and finding records when you need them.
Highlights (TL;DR)
Initiate Workflows from Contract Records: Add contracts to workflows directly from the contract page, eliminating navigation to portals or workflow lists.
Scorecard Timing Controls: Set bi-annual review cycles and choose which month scorecards begin, giving you better alignment with your business calendar.
Address Autocomplete: Reduce data entry errors with real-time address suggestions during supplier onboarding.
TIN Matching Improvements: Enter Tax IDs with hyphens and spaces; the system strips formatting automatically before validation.
Creation Date Column: Add creation date as a visible column in supplier and contract views for easier filtering and sorting.
What's New
Initiate Workflows from Contract Records
What's New: You can now add contracts to workflows directly from the contract record page using the "Add to Workflow" action. Previously, initiating amendment requests, renewals, or other contract-related workflows required navigating to the Employee Portal or finding the workflow separately.
Why It Matters: When a contract owner is reviewing a contract and identifies the need for an amendment or other action, they can initiate the process immediately without leaving the record. This removes the step of navigating away and then re-finding the contract within a workflow interface.
How It Works:
- Open the contract record you need to modify
- Click "Add to Workflow"
- Select the appropriate workflow type (amendment, renewal, review, etc.)
- The contract is added to the workflow queue with context already attached
- The workflow proceeds through your standard approval routing
Who Benefits: Contract owners and business users who manage contract amendments, extensions, or reviews can act immediately when they identify a need, rather than adding "start workflow" to their task list.
Scope: Available to all customers with workflow automation enabled.
Learn More:
- Configure the Employee Portal
- Employee Portal Overview
- Add Phases to a Workflow
- High-Level Workflow Build Process
Scorecard Enhancements: Better Timing Control
What's New: Scorecards now support bi-annual review cycles and let you set which month the scorecard cycle begins. These timing controls join the existing frequency options (quarterly, annual, etc.) and give you more precise control over when vendor performance reviews occur.
Why It Matters: Scorecards help you track vendor performance from an internal perspective, ensuring your suppliers are meeting expectations, maintaining quality standards, and delivering value. The new timing controls let you align vendor performance reviews with your fiscal calendar, planning cycles, or other business rhythms rather than having scorecards start immediately upon creation.
How It Works:
- Bi-annual option: Set scorecards to run twice per year, useful for vendors who don't require quarterly review but need more frequent check-ins than annual assessments
- Cycle start month: Choose which month the scorecard cycle begins (e.g., start all annual scorecards in January to align with the fiscal year, or start quarterly scorecards in April, July, October, January)
Example Use Cases:
- Align vendor performance reviews with your annual planning cycle by starting all scorecards in the month your fiscal year starts month
- Distribute scorecard workload by staggering start months across different vendor categories
- Match scorecard frequency to how often you actually receive performance data from vendors
Who Benefits: Procurement and vendor management teams can coordinate internal performance reviews with their planning cycles and distribute the workload more evenly across the year.
Scope: Available to all customers with Scorecards module access.
Learn More:
Address Autocomplete
What's New: Address fields in supplier and contract forms now provide real-time autocomplete suggestions as you type. The system validates addresses against regional databases and suggests complete, properly formatted options.
Why It Matters: Manual address entry leads to formatting inconsistencies, typos, and incomplete data that affect downstream processes like payment processing, tax reporting, and vendor communications. Validation at the point of entry prevents these issues before they become data quality problems.
How It Works:
- Start typing a supplier address in any address field
- Real-time suggestions appear based on validated address databases
- Select the correct address fromthe suggestions
- All address fields auto-populate with standardised formatting
Who Benefits: Anyone onboarding suppliers or entering contract data gets faster, more accurate address entry. Finance and AP teams receive clean address data for payment processing and reporting without needing to correct formatting issues later.
Scope: Enabled for all users in address data fields; regional coverage may vary.
TIN Matching Improvements
What's New: The Tax ID (TIN) field now accepts hyphens, spaces, and other non-digit characters. The system automatically strips formatting before submitting to IRS validation, so you can enter TINs exactly as they appear on W-9 forms and other vendor documents.
Why It Matters: US Tax IDs are typically formatted with hyphens (e.g., "12-3456789" for EINs). Previously, you had to manually remove formatting before entering the number, creating an extra step and introducing transcription risk. Now you can copy and paste directly from source documents.
How It Works:
- Copy Tax ID from vendor W-9 or registration document (formatted as "12-3456789")
- Paste into Gatekeeper's Tax ID field
- System accepts the formatted input
- Non-digit characters are stripped automatically before IRS submission
- Validation proceeds normally
Who Benefits: AP and procurement teams onboarding US vendors can work faster with lower transcription error risk.
Scope: US vendors only (applies to EIN/TIN validation for US tax reporting).
Creation Date Column in Supplier & Contract Views
What's New: Creation Date is now available as a configurable column in supplier and contract list views. You can add it to your default view or create custom views that include when records were created.
Why It Matters: Common workflows like audit preparation, data quality reviews, and onboarding velocity analysis require visibility into when records are entered into the system.
How It Works:
- Navigate to any supplier or contract list view
- Open column configuration
- Add "Creation Date" to visible columns
- Sort by creation date to see records in chronological order
Who Benefits:
- Audit teams can review records by creation date during specific audit periods
- Data quality teams can see recently created records for validation
- Procurement teams can analyze onboarding velocity by reviewing creation date patterns
Scope: Available to all users reviewing contracts and third parties.
Get OpenAPI Specifications (OAS) v3.0 Download
Developers can now download a ready-to-use OpenAPI specification file directly from the API key management area. This file is compatible with Swagger UI and Postman—visualise and test your tenant API without writing any implementation logic, making it easier to build both back-end and client-side integrations.
These features are available now in your Gatekeeper instance. For implementation guidance, configuration steps, and best practices, see the knowledge base articles linked under each feature above.
Questions? Contact your Account Director or Customer Success Manager.
Gatekeeper is the only unified platform for managing third-party compliance, contracting, and spend—screening every partner upfront, accelerating time-to-agreement, and continuously monitoring for risk and savings—so companies stay protected and compliant, reduce costs and move fast.