• Logging in First Time
• Queues Explained

Logging in First Time

Your first login to SmartUi Web Verification takes about two minutes. You open the link from your welcome email, sign in, pick the Web Verification Station and land on your list of queues.

This guide is for new users. It walks through each screen you will see and tells you what every button does.

Step 1. Open the right URL

When your user account is created, you get an email notification. It has the link to your SmartUi site. Copy that link into your browser.

Check the address before you go on. A wrong URL is the most common reason a first login fails. If the page does not load, compare it with the email again.

Step 2. Log in

The link opens the Log In to base page.

1. Type your user name in User name. It usually looks like tenant\username.
2. Type your password in Password.
3. Click LOG IN.

After login you go to one of two places. Most users see their Personal Page. Some users go straight to Web Verification. In that case, skip to Step 4.

Step 3. Open the Web Verification Station

The Personal Page shows your name, email and login. Below that is a list of Available web stations. Click Web Verification Station.

Next you may see Select project and role. This screen only shows up if you have access to more than one project.

1. Pick your project in Project, for example Accounts Payable.
2. Pick your role in Role, for example Verification Operator.
3. Click Select.

If you only have one project, SmartUi skips this screen and logs you in right away.

Step 4. Work from the Queues screen

The first screen you see is Queues. Each card is a queue of tasks you need to complete, for example Exceptions, Verification or Pending PM Review. A task is usually one invoice.

Each card shows how many tasks are in the queue, how many are assigned to you, and the priority. You can start work in two ways:

Find your way around

A few more controls are useful from day one:

What comes next

When you open a task, SmartUi loads the invoice and its details on the verification page. How to check and fix an invoice is covered in the next training.

Quick checklist for your first login:

• The URL matches the one in your welcome email
• You can log in with your user name and password
• You can open the Web Verification Station
• You picked the right project and role, if asked
• You can see your queues

Queues Explained

After you log in, Queues is the main screen you will use every day. It shows the queues you have access to. Each queue holds tasks, and a task is usually one invoice or one statement.

This guide explains what each queue is for, how to pick your next task and how to set up the task list so it works for you.

The four queues

Most users see four main queues. Each one holds a different kind of work.

Each card also shows how many tasks are in the queue, how many are assigned to you, and the priority.

Two ways to start work

Every queue card has two buttons. Use the one that fits how you want to work.

Explore a queue

Explore queue shows every task in the queue as a list. For each task you see the batch name, its details and any comments.

You can set up the list the way you like:

• Filter tasks by different fields to find what you need.
• Drag column headers to change their order.
• Show or hide columns in the column settings, for example Priority. Task ID always stays, because you need it to open a task.
• Change page size to see more or fewer records on one screen.

Open a task

When you find the task you want, click Get task next to its Task ID. SmartUi opens that invoice so you can review it.

How to check and fix an invoice is covered in the next training.