SmartVendor Console

Written by Uday Kumar Updated September 17, 2026 05:08

Who this is for. AP Helpdesk Analysts, Specialists and Managers, and ProcureToPay Managers and Agents. Every AP role opens the console; the tab bar differs, and Documents appears only for the ProcureToPay roles.

Access. Available to every AP role. See the Roles and Access.

SmartVendor is the workspace where an AP Helpdesk Agent Co-worker’s work becomes visible: the mail it received, the tasks it raised, the drafts it wrote, and the vendor and finance records it read while doing so. Everything on these screens belongs to one agent at a time.

Figure 1. The SmartVendor console, showing the agent selector, the tab bar, and the Dashboard.

Open SmartVendor

In the left navigation rail, select SmartVendor.
The console opens on the Dashboard tab.

The header

Tenant name: top right, next to your account avatar.
Agent selector: the chip below the product name shows the current agent and its run state, for example AP Helpdesk Agent Active. Every tab reads from the selected agent.

Which tabs appear

The console defines thirteen entries and shows the ones your tenant, source system and role allow, so two people can meet different tab bars. Table 1 covers the whole bar: the eleven that appear as text tabs, and the two that appear as icons at the right-hand end, with a tooltip in place of a text label. Email Inbox is never drawn as a text tab: it is the surface the Mailbox icon opens.

Table 1. Console tabs and when each appears

Tab	What it holds	When it appears
Dashboard	Activity and mailbox metrics for the selected agent.	Always shown.
Documents	Documents the agent has processed.	Shown to the ProcureToPay roles.
Tasks	The task queue the agent raised, with scope and filter controls.	Requires the AP Helpdesk function.
Vendors	The vendor master, with enrollment state per vendor.	Always shown.
Bills	Vendor bills read from your system of record.	Always shown.
Credit Memos	Credit memos and the invoices they reference.	Workday sources with credit-memo support.
Purchase Orders	Purchase orders and their line status.	Always shown, except on Intacct.
Contracts	Supplier contracts the agent matches against.	Requires supplier contracts to be enabled for your tenant.
Payments	Payments, what they settled, and what is still unapplied.	Requires the AP Helpdesk function.
Item Receipts	Receipts recorded against purchase orders.	NetSuite sources running AP Invoices.
Email Triage	The inbox as the agent classified it, with the AI Pipeline behind each email.	Requires Collaborative Automation to be enabled.
Mailbox	The full mail client for the connected mailbox, including the inbox as the agent classified it and the AI Pipeline behind each message.	An icon at the right-hand end, not a text tab. Requires the full mail view to be enabled for the tenant and a mailbox on the agent.
System Sender Management	The trusted-sender list that decides which mail is typed as System.	An icon at the right-hand end, not a text tab. Requires the AP Helpdesk function, and appears only alongside the Mailbox icon.

Lists open records

Every row in every list tab opens a record page, and each record page carries tabs to the records related to it: a bill links to its vendor, its purchase orders, its payments, and the vendor’s email.

You can therefore start from a task, open the bill it concerns, and reach the vendor’s correspondence without going back to a search box.

What the rail offers under SmartVendor

Each entry opens a different surface, so choose by the task in front of you.

Table 2. The SmartVendor flyout

Entry	Shows	You would go here to
SmartVendor	The console for an AP Helpdesk Agent Co-worker.	See everything one agent has done.
AP Helpdesk	The AP Helpdesk work surface.	Work the task queue and the mailbox.
AP Invoices	The AP Invoices work surface.	Review documents and what was written to the system of record.
Settings	Configuration for the selected agent. What it holds follows the agent’s functions: an AP Helpdesk agent shows the AP Intelligence settings, Rulebook and Email Categories; an AP Invoices agent shows Business Rules.	Change how the agent behaves.

The two work-surface entries follow the agent’s functions. An agent that runs only AP Invoices shows SmartVendor and Settings; the AP Helpdesk and AP Invoices entries appear only when the agent runs that function.

Which of these appear depends on the permissions on your role and on the features enabled for your tenant, so two people in the same tenant can see different entries.