> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What's Next

> Your highest-value next steps after onboarding — set up tariffs, turn on invoice validation, invite your team, and start processing invoices automatically.

Once your portfolio is in UMS, a few setup steps unlock the most value. Here's where to focus in your first week.

## Bring in your invoices

Start the flow of bills into UMS so the platform can validate them and track your spend.

* **Forward retailer emails to your inbox** so invoices arrive and process automatically. See [Inbox](/inbox) and [UtiliRead](/utiliread).
* **Or upload invoices manually** by dropping PDFs onto the **Uploads** tab of the [Invoices](/invoices) page.

## Set up tariffs and validation

These two together let UMS catch billing errors for you.

<Steps>
  <Step title="Add tariff rates">
    Configure the tariff structures for your agreements so UMS knows what each connection *should* be charged. See [Managing Tariffs](/guides/managing-tariffs).
  </Step>

  <Step title="Turn on validation">
    With tariffs in place, UMS validates incoming invoices against expected rates and flags anomalies, gaps, and errors. See [Invoice Validation and Review](/guides/invoice-validation).
  </Step>
</Steps>

## Invite your team

Bring colleagues into your organisation and control what each of them can access — from full administrators to read-only viewers. See [Setting Up a User](/guides/setting-up-a-user).

## Keep your data clean

* **Run the Agreement Expiry Report** to spot contracts approaching renewal early. See [Reports](/reports).
* **Check the Validation dashboard** for invoice gaps and data-quality issues. See [Validation](/validation).
* **Review your portfolio health** on each account's Overview tab, which scores how complete your site, retail, and tariff data is.

## Explore further

<Columns cols={2}>
  <Card title="Navigating UMS" icon="compass" href="/getting-started/navigating-ums">
    Get comfortable with the sidebar, search, and the list/detail patterns used across every module.
  </Card>

  <Card title="Key concepts" icon="book" href="/getting-started/key-concepts">
    Understand the data model — accounts, sites, connections, agreements, and how they fit together.
  </Card>

  <Card title="Bulk importing data" icon="upload" href="/guides/bulk-importing-data">
    Load accounts, connections, tariffs, and more in bulk from CSV at any time.
  </Card>

  <Card title="Reports" icon="chart-bar" href="/reports">
    Run consumption, billing-gap, and expiry reports across your portfolio.
  </Card>
</Columns>