Overview
This article will explain SmartDocs 360 different screens and buttons for quickly accessing features.
The Top-bar
The Top bar has various quick-access options, the ability to leave feedback for the SmartDocs 360 team, and several different methods for requesting help from the Support team.
- The dropdown is to quickly change which entity is currently selected and will automatically bring you to the documents screen of that entity.
- The Copy Email button
copies the entity's SmartDocs 360 Email. This allows you to send documents via email to be processed by SmartDocs 360.
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To upload a document to the current selected entity, click the upload documents button at the top of the screen.
Then drag and drop or browse for the relevant documents to be uploaded. There is also the option to use the SmartDocs 360 Email or the SmartDocs 360 Mobile app.
Once all documents have been uploaded, click
.
- The next four options are as follows: Live Chat, Log a support call, Feedback, and Help. These will connect you to our support team, or the Knowledge Center. The Feedback button lets you provide feedback directly to the product team.
- The App Switcher allows you to switch between BGL's other products.
- The Profile button will take you to your profile.
The Sidebar
The sidebar is the method for navigating between the different screens in SmartDocs 360.
Entities
Upon logging in, SmartDocs 360 by default will open to the Entities screen. This screen is accessible without selecting an entity.
This Screen allows you to select which entity you will upload documents to and review the extracted data.
Documents
This is the screen to upload documents and review any previously uploaded documents with their data extracted. This screen is only accessible after selecting an entity.
Categories
Categories are SmartDocs 360 equivalent to Xero and QuickBooks chart of accounts, with Assets, Revenue, and Expense categories able to be created. This screen is only accessible after selecting an entity.
Connections
The Connections screen lets you connect the entity selected to an entity in Xero or QuickBooks. This screen is only accessible after selecting an entity.
This lets you send the extracted data from SmartDocs 360 Directly to the relevant entity in Xero or QuickBooks.
Contacts
The Contacts screen includes all of the suppliers or customers entered into the system. If the entity is connected to Xero or QuickBooks, SmartDocs 360 will sync with their list of Contacts. This screen is only accessible after selecting an entity.
Settings
Settings will allow you to access the Smartdocs Tax rate screen and User List.
Users List
The User List allows you to view your profile, and update the MFA attached to your account, as well as invite new users and change their user rolls. This screen is accessible without selecting an entity.