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Overview

One Smartbills login can belong to any number of businesses. An accountant serving several clients, a founder running two companies, or an employee working across group entities all use the same account and switch between them. Your role, permissions, and data are scoped per business. Being an Administrator of one business grants you nothing in another.

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The business switcher

The switcher sits at the top of the sidebar, showing the current business’s logo and name. Opening it lists every business you belong to, under a Teams heading, plus an option to add another.

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Switching keeps your place

Switching preserves the page you were on. If you are looking at Bills in one business and switch to another, you land on Bills there rather than being dropped back at the dashboard. This works because every business URL is scoped by the business slug:
When the page you are on is not business-scoped, switching takes you to that business’s dashboard instead.

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What changes when you switch

The sidebar can look quite different from one business to the next. The business section only renders when you hold at least one of the relevant view permissions there, so if you are an Administrator in one business and a Member in another, the second will show far fewer entries. That is expected, not a loading error. See Roles & permissions.

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Personal versus business context

Smartbills separates your own account from the businesses you belong to.
  • Personal pages are unprefixed: /receipts, /expense-reports, /settings
  • Business pages carry the slug: /{slug}/expenses, /{slug}/bills, /{slug}/settings
Some features exist only in a business context because they need a business to belong to. Mileage is one: it does not appear when you are in your personal account.

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Add another business

Choose Add team at the bottom of the switcher. This starts the business creation flow, where you enter the business details and address. Once created, it appears in the switcher alongside the others. You can also be added to an existing business by one of its Administrators. Accept the emailed invitation and the business appears in your switcher automatically. See Invite team members.

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On other surfaces

The Outlook add-in keeps its own business selection. If receipts uploaded from Outlook are landing in the wrong business, check the selector in the add-in pane rather than the web app.

Navigating the dashboard

What each part of the interface does

Roles & permissions

Why the sidebar differs per business