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Overview

The General Settings page is where you configure the core details of your business on Smartbills. These settings affect how your organization name appears on reports, which currency is used for expense tracking, and other foundational preferences. To access General Settings, navigate to Settings > General in the left sidebar.
Only users with the Admin or Owner role can modify general settings.

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Business Information

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Business Name

The business name appears on expense reports, invoices, and team invitations. Enter your company’s operating name as you want it displayed throughout Smartbills. The legal name is your organization’s registered legal entity name. This is used on official documents and tax-related exports. If your legal name differs from your operating name, enter both.

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Business Address

Enter your primary business address. This information is used for:
  • Expense report headers and footers
  • Tax compliance and localization
  • Vendor communication templates

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Regional Settings

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Default Currency

Select your organization’s primary reporting currency (e.g., USD, CAD, EUR, GBP). Expenses submitted in other currencies are converted at the current exchange rate and displayed alongside the original amount.

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Timezone

The timezone determines timestamps on reports, audit logs, notifications, and scheduled operations. Choose the timezone that matches your primary office location.

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Fiscal Year

Configure your organization’s fiscal year start month. This affects how annual reports, budgets, and spending summaries are calculated. The default is January (calendar year), but you can set it to any month to match your accounting period. Upload your company logo to personalize the Smartbills experience. The logo appears on:
  • The top of the sidebar
  • Exported expense reports and PDFs
  • Email notifications sent to your team
Click Upload Logo to select an image file. Supported formats are PNG, JPG, and SVG. For best results, use a square image at least 256x256 pixels.

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Saving Changes

After modifying any settings on this page, click Save at the bottom to apply your changes. Changes to the business name, currency, and logo take effect immediately across the platform.

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What’s Next?

Categories

Set up expense categories for your organization

Departments

Create departments and assign cost centers

Branding

Customize colors and templates

Billing

Manage your subscription and payment method