Welcome to Smartbills Help Center
Whether you’re just getting started or looking to master advanced features, this help center provides comprehensive guides for using Smartbills on web, iOS, and Android platforms.New to Smartbills? Start with our Quick Start Guide below, or create your account to get started.
Quick Start
Create Your Account
Sign up for Smartbills on web or mobile in under 2 minutes
Upload Your First Expense
Learn how to scan receipts and create expenses
Create an Expense Report
Group expenses together for submission and approval
Set Up Your Business
Configure your business settings and preferences
For Employees
Managing Your Expenses
Uploading & Scanning
Uploading & Scanning
- Upload an Expense - Web, iOS, and Android guides
- Scan Receipt (Mobile) - Tips for best results
- Edit an Expense - Modify expense details
- Categorize Expenses - Organize with categories and tags
Expense Reports
Expense Reports
- Create a Report - Group related expenses
- Add Expenses to Report - Build your report
- Submit for Approval - Send to your manager
- Track Report Status - Monitor progress
- Recall a Report - Make changes after submission
Advanced Features
Advanced Features
- Split an Expense - Divide across categories or projects
- Duplicate an Expense - Copy recurring expenses
- Bulk Actions - Process multiple expenses at once
- Export Reports - Download as PDF or Excel
For Managers & Approvers
Reviewing & Approving
Approve Expense Reports
Review and approve submitted reports
Reject Reports
Return reports with feedback
For Administrators
Business Setup & Management
Business Settings
Business Settings
- General Settings - Basic business information
User Management
User Management
- Manage Users - Add, edit, and remove team members
- User Roles & Permissions - Control access levels
- Departments - Organize teams by department
Policies & Workflows
Policies & Workflows
- Expense Categories - Create custom categories
- Approval Workflows - Set up approval chains
- Spending Policies - Define limits and rules
Integrations
Integrations
- QuickBooks Integration - Sync with QuickBooks
- Xero Integration - Connect to Xero
- Banking Integration - Link bank accounts
- Slack Integration - Get notifications in Slack
- Zapier Integration - Connect to 1000+ apps
Account Management
Create Account
Sign up for a new Smartbills account
Login
Access your account on web and mobile
Reset Password
Recover access to your account
Update Profile
Edit your personal information
Two-Factor Authentication
Secure your account with 2FA
Delete Account
Permanently close your account
Mobile App Guides
Getting Started on Mobile
Mobile App Getting Started
Download and set up the iOS or Android app
Scan Receipts
Master receipt scanning on your phone
Push Notifications
Configure mobile notifications
Platform Support
- Web Application
- iOS App
- Android App
System Requirements:
- Modern browser (Chrome, Firefox, Safari, Edge)
- JavaScript enabled
- Stable internet connection
- Full dashboard access
- Advanced reporting
- Bulk operations
- Admin settings
Troubleshooting
Common Issues
Login Problems
Login Problems
Upload Issues
Upload Issues
Sync Problems
Sync Problems
App Issues
App Issues
Video Tutorials
Getting Started (5 min)
Complete walkthrough for new users
Mobile App Tour (3 min)
Overview of the mobile app features
Scanning Receipts (2 min)
Tips for perfect receipt scans
Creating Reports (4 min)
Step-by-step report creation
Support Resources
Get Help
Email Support
Live Chat
Available in the app (bottom right corner)Hours:
- Pro: Business hours
- Enterprise: 24/7
Phone Support
Available for Business & Enterprise plansCall: +1 (800) SMARTBILLS
Community & Resources
Community Forum
Community Forum
Join discussions, ask questions, and share tips with other Smartbills users.Visit community.smartbills.io
Developer Resources
Developer Resources
Building custom integrations? Check out our developer resources:
Status & Updates
Status & Updates
Check system status and scheduled maintenance:
- Status Page
- Subscribe to status updates
- View incident history
Popular Articles
Most Viewed This Month
- How to Upload an Expense
- Create an Expense Report
- Reset Your Password
- Scan Receipts on Mobile
- Submit Report for Approval
- Set Up QuickBooks Integration
- Configure Approval Workflows
- Enable Two-Factor Authentication
- Categorize Your Expenses
- Approve Expense Reports
Feedback
Help Us Improve
We’re constantly improving our help center. Your feedback matters!Found an error? Let us know at [email protected]
Additional Resources
API Reference
Complete API documentation for developers
Quickstart Guide
Get started with the Smartbills API
Blog
Tips, tutorials, and company news
System Status
Real-time service status