> ## 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.

# Onboarding

> Complete your account setup and configure your business profile

## Overview

After creating your account, Smartbills walks you through a setup wizard to configure your business. This process ensures your organization is ready for expense management from day one.

<Note>
  If you joined an existing business through an invitation, the wizard is skipped because your administrator has already completed these steps.
</Note>

## Business Setup Wizard

<Steps>
  <Step title="Enter Your Business Name">
    Provide the legal or operating name of your business. This name appears on expense reports, invoices, and team invitations.

    <Tip>
      You can update the business name later from **Settings > General**.
    </Tip>
  </Step>

  <Step title="Set Currency and Timezone">
    Choose your primary settings:

    * **Default Currency**: Select your organization's reporting currency (e.g., USD, CAD, EUR, GBP). Expenses in other currencies will be converted at the current exchange rate.
    * **Timezone**: This determines timestamps on reports, audit logs, and notifications.
  </Step>

  <Step title="Add Business Address">
    Enter your primary business address. This information is used for:

    * Expense report headers
    * Tax compliance and localization
    * Vendor communication
  </Step>

  <Step title="Select Account Type">
    Choose how you will use Smartbills:

    * **Personal**: You are tracking expenses for yourself (freelancer, sole proprietor)
    * **Business**: You are managing expenses for a team or company

    This selection determines which features and navigation items are enabled. Business accounts unlock team management, approval workflows, and the company expense inbox.
  </Step>

  <Step title="Invite Your First Team Members">
    Add colleagues to your business by entering their email addresses. Each person will receive an invitation to join your organization on Smartbills.

    You can assign roles during this step:

    * **Employee**: Can submit expenses and reports
    * **Manager**: Can approve expense reports
    * **Admin**: Full access to settings and team management

    <Tip>
      You can skip this step and invite team members later from **Team > Invite Members**.
    </Tip>
  </Step>
</Steps>

<Check>
  Your business is set up. The dashboard is now fully configured and ready to use.
</Check>

## After Onboarding

Once the wizard is complete, you will land on the **Home** page. From here you can:

* Upload your first expense in the **Expenses**
* Customize categories and departments in **Settings**
* Set up approval workflows under **Settings > Approvals**
* Connect integrations such as QuickBooks or Slack

## What's Next?

<CardGroup cols={2}>
  <Card title="Navigate the Dashboard" icon="compass" href="/guides/web-app/navigation">
    Explore every section of the Smartbills interface
  </Card>

  <Card title="Upload an Expense" icon="cloud-arrow-up" href="/guides/web-app/expenses/upload-expense">
    Add your first receipt to the Expenses
  </Card>

  <Card title="Invite Team Members" icon="user-plus" href="/guides/web-app/team/invite-members">
    Grow your team on Smartbills
  </Card>

  <Card title="Configure Categories" icon="tags" href="/guides/web-app/settings/categories">
    Create custom expense categories for your business
  </Card>
</CardGroup>