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

# Frequently Asked Questions

> Common questions about Smartbills

## Getting Started

<AccordionGroup>
  <Accordion title="How do I create a Smartbills account?">
    1. Visit [app.smartbills.io/register](https://auth.smartbills.io/sign-up)
    2. Enter your email address and create a password
    3. Verify your email address
    4. Complete your profile setup

    You can also sign up with Google or Microsoft SSO.
  </Accordion>

  <Accordion title="Is there a free trial?">
    Yes! Smartbills offers a 14-day free trial with full access to all features. No credit card required to start.
  </Accordion>

  <Accordion title="What devices can I use Smartbills on?">
    Smartbills is available on:

    * **Web**: Any modern browser (Chrome, Firefox, Safari, Edge)
    * **iOS**: iPhone and iPad (iOS 14+)
    * **Android**: Android devices (Android 8.0+)

    Your data syncs automatically across all devices.
  </Accordion>

  <Accordion title="How do I invite my team?">
    1. Go to **Settings** → **Users & Teams**
    2. Click **Invite User**
    3. Enter their email address and assign a role
    4. Click **Send Invitation**

    They'll receive an email to create their account.
  </Accordion>
</AccordionGroup>

## Expenses

<AccordionGroup>
  <Accordion title="How do I upload an expense?">
    There are several ways to upload expenses:

    1. **Web**: Drag and drop receipts or click to browse
    2. **Mobile**: Use the camera to snap a photo
    3. **Email**: Forward receipt emails to your Smartbills inbox
    4. **Email Capture**: Connect your email for automatic capture

    Our AI automatically extracts merchant, amount, and date from receipts.
  </Accordion>

  <Accordion title="What file types are supported for receipts?">
    We support:

    * **Images**: JPG, JPEG, PNG, HEIC, GIF
    * **Documents**: PDF
    * **Maximum size**: 10MB per file

    For best results, ensure images are clear and well-lit.
  </Accordion>

  <Accordion title="How accurate is the AI receipt scanning?">
    Our AI achieves:

    * **Merchant name**: 99% accuracy
    * **Amount**: 99% accuracy
    * **Date**: 98% accuracy
    * **Tax**: 95% accuracy

    We recommend reviewing AI-extracted data before submitting expenses.
  </Accordion>

  <Accordion title="Can I split an expense across categories?">
    Yes! To split an expense:

    1. Open the expense detail
    2. Click **Split Expense**
    3. Enter amounts for each portion
    4. Assign categories to each split
    5. Save

    This creates separate expense records linked to the original.
  </Accordion>

  <Accordion title="What happens if I upload the wrong receipt?">
    You can replace the receipt:

    1. Open the expense
    2. Click on the receipt image
    3. Select **Replace**
    4. Upload the correct receipt

    If the expense is already in a submitted report, you'll need to recall the report first.
  </Accordion>
</AccordionGroup>

## Expense Reports

<AccordionGroup>
  <Accordion title="How do I create an expense report?">
    1. Go to **Reports** and click **Create Report**
    2. Enter a name and optional description
    3. Add expenses to the report
    4. Review the report summary
    5. Click **Submit for Approval** when ready

    See our [detailed guide](/platform/reports/create) for more information.
  </Accordion>

  <Accordion title="Can I edit a report after submitting it?">
    Not directly. Once submitted, reports are locked. You can:

    1. **Recall** the report (if not yet reviewed)
    2. Make your changes
    3. Resubmit

    Note: Recalling restarts the approval process.
  </Accordion>

  <Accordion title="How long do approvals take?">
    Approval time depends on your organization's workflow. Typically:

    * Simple workflows: 1-2 business days
    * Multi-level approval: 3-5 business days

    You'll receive notifications as your report progresses through approval.
  </Accordion>

  <Accordion title="What if my report is rejected?">
    If rejected:

    1. Review the rejection reason in the report comments
    2. Make the necessary corrections
    3. Create a new report or update and resubmit

    Common rejection reasons include missing receipts, incorrect categories, or policy violations.
  </Accordion>
</AccordionGroup>

## Approvals

<AccordionGroup>
  <Accordion title="How do I approve expense reports?">
    As a manager:

    1. Go to **Reports** → **Pending Approval**
    2. Click on a report to review
    3. Examine each expense and receipt
    4. Click **Approve**, **Reject**, or **Request Changes**

    You can also approve directly from email or Slack notifications.
  </Accordion>

  <Accordion title="Can I delegate my approval authority?">
    Yes! To set up delegation:

    1. Go to **Settings** → **Delegation**
    2. Select a delegate
    3. Set the date range
    4. Choose which report types to delegate

    Your delegate will receive approval notifications during the specified period.
  </Accordion>
</AccordionGroup>

## Integrations

<AccordionGroup>
  <Accordion title="Which accounting software does Smartbills integrate with?">
    We integrate with:

    * QuickBooks Online
    * Xero
    * Sage
    * NetSuite
    * FreshBooks

    More integrations are coming soon!
  </Accordion>

  <Accordion title="How do I connect my email for automatic receipt capture?">
    1. Go to **Settings** → **Email Inbox**
    2. Click **Connect Email Account**
    3. Choose your provider (Gmail, Outlook, etc.)
    4. Authorize access
    5. Configure scanning rules

    Smartbills will automatically detect and import receipt emails.
  </Accordion>

  <Accordion title="Can I use Smartbills with Zapier?">
    Yes! Search for "Smartbills" in Zapier to:

    * Create expenses from other apps
    * Send expense data to spreadsheets
    * Trigger workflows on approval
    * Connect to 5,000+ apps
  </Accordion>
</AccordionGroup>

## Billing & Plans

<AccordionGroup>
  <Accordion title="What plans are available?">
    | Plan         | Price           | Best For                 |
    | ------------ | --------------- | ------------------------ |
    | Free         | \$0/month       | Individuals, small teams |
    | Professional | \$12/user/month | Growing teams            |
    | Business     | \$25/user/month | Companies                |
    | Enterprise   | Custom          | Large organizations      |

    Visit [smartbills.io/pricing](https://smartbills.io/pricing) for full details.
  </Accordion>

  <Accordion title="Can I change my plan?">
    Yes! You can upgrade or downgrade at any time:

    1. Go to **Settings** → **Billing**
    2. Click **Change Plan**
    3. Select your new plan
    4. Confirm the change

    Changes take effect immediately. We'll prorate charges.
  </Accordion>

  <Accordion title="What payment methods do you accept?">
    We accept:

    * Credit cards (Visa, Mastercard, Amex)
    * Debit cards
    * ACH bank transfer (Business & Enterprise)
    * Wire transfer (Enterprise only)
  </Accordion>

  <Accordion title="Do you offer refunds?">
    * **Monthly plans**: No refunds for partial months
    * **Annual plans**: Pro-rated refund within first 30 days
    * **Enterprise**: Per contract terms

    Contact [billing@smartbills.io](mailto:billing@smartbills.io) for refund requests.
  </Accordion>
</AccordionGroup>

## Security & Privacy

<AccordionGroup>
  <Accordion title="Is my data secure?">
    Yes! We take security seriously:

    * **SOC 2 Type II** certified
    * **256-bit encryption** for all data
    * **TLS 1.3** for data in transit
    * **Regular penetration testing**

    See our [Security page](/legal/security) for details.
  </Accordion>

  <Accordion title="Where is my data stored?">
    Your data is stored in secure AWS data centers:

    * **North America**: US-East, Canada-Central
    * **Europe**: EU-West (for EU customers)

    Enterprise customers can choose their data region.
  </Accordion>

  <Accordion title="Can I export my data?">
    Yes! You can export your data anytime:

    1. Go to **Settings** → **Data Export**
    2. Choose what to export
    3. Select format (CSV, JSON)
    4. Download your data

    For account closure, we provide a complete data export.
  </Accordion>

  <Accordion title="Is Smartbills GDPR compliant?">
    Yes! We are fully GDPR compliant:

    * Data processing agreements available
    * Right to access, rectification, erasure
    * Data portability supported
    * EU data residency option

    See our [Privacy Policy](/legal/privacy) for details.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I can't log in to my account">
    Try these steps:

    1. Check you're using the correct email
    2. Use **Forgot Password** to reset
    3. Clear browser cache and cookies
    4. Try a different browser
    5. Check status.smartbills.io for outages

    Still stuck? Contact [support@smartbills.io](mailto:support@smartbills.io)
  </Accordion>

  <Accordion title="My receipts aren't uploading">
    Common issues:

    * **File too large**: Max 10MB per file
    * **Wrong format**: Use JPG, PNG, or PDF
    * **Connection issue**: Check internet connection
    * **Browser issue**: Try a different browser
  </Accordion>

  <Accordion title="The AI extracted incorrect information">
    The AI may need correction for:

    * Unusual receipt formats
    * Poor image quality
    * Handwritten receipts

    Simply edit the expense to correct any errors. Your corrections help improve the AI.
  </Accordion>
</AccordionGroup>

## Contact Support

Can't find what you're looking for?

<CardGroup cols={2}>
  <Card title="Email Support" icon="envelope" href="mailto:support@smartbills.io">
    [support@smartbills.io](mailto:support@smartbills.io)
  </Card>

  <Card title="Live Chat" icon="comments">
    Available in the app (bottom right)
  </Card>
</CardGroup>