Your first day in Office

Welcome to SmartBill Office. This is where your office keeps client details, tasks, documents, and reports together.

Your first route through Office

1. 1
   Your office

   Check the office name after signing in.

2. 2
   Your work

   Open My Tasks to find your next action.

3. 3
   A client

   Open Clients, choose the business, and check its name.

Get started

1. Open SmartBill Office and sign in with the email address your office invited.
2. Check the office name in the navigation area. If you belong to more than one office, choose the one you want to work in.
3. Open My Tasks to see work assigned to you.
4. Open Clients and select a client to see their workspace.
5. Use the search at the top when you need to find a client, contact, or task.

Know where you are

The main navigation takes you between office-wide areas. Inside a client workspace, the navigation shows that client’s tasks, files, messages, and financial work.

Before changing anything, check the client name at the top.

What if the office is missing?

Ask your office manager to check your invitation and membership. Use the same email address that received the invitation. Creating a new office is for the person setting up the firm.

Next: Find your way around or create your first task.