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Overview

The Branding page lets you customize the look and feel of your Smartbills experience. Upload your company logo, set brand colors, and customize how exported reports and receipt templates appear. Consistent branding ensures that expense reports and documents reflect your organization’s identity. To access branding settings, navigate to Settings > Branding in the left sidebar.
Only users with the Admin or Owner role can modify branding settings.
Your company logo appears in the sidebar, exported reports, and email notifications. To upload or replace your logo:
  1. Click the Upload Logo button or the existing logo preview
  2. Select an image file from your computer
  3. Adjust the crop area if needed
  4. Click Save
Supported formats are PNG, JPG, and SVG. For best results, use a square image at least 256x256 pixels with a transparent background.

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Brand Colors

Set your organization’s primary and secondary brand colors. These colors are applied to:
  • Exported PDF reports (headers, accent lines)
  • Email notification templates
  • The Smartbills interface accents (optional)
1

Select Primary Color

Click the primary color swatch to open the color picker. Enter a hex code or use the visual picker to choose your brand’s main color.
2

Select Secondary Color

Optionally set a secondary color used for accents and highlights in exported documents.
3

Preview and Save

A live preview shows how your colors appear on a sample expense report. When you are satisfied, click Save to apply.

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Customize Receipt Templates

Receipt templates control the layout and information displayed on exported expense reports and receipt PDFs. You can customize:
  • Header: Company name, logo placement, and contact information
  • Footer: Custom text such as legal disclaimers or policy references
  • Fields: Choose which expense fields appear on the exported document
Click Save after making changes. All future exports will use the updated template.

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Reset to Defaults

To revert all branding settings to the Smartbills defaults, click Reset to Defaults at the bottom of the page. This removes your custom logo, resets colors, and restores the default receipt template.

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What’s Next?

General Settings

Configure your business name and address

Categories

Set up expense categories