> ## 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.

# Microsoft Teams

> Receive expense notifications and manage approvals within Microsoft Teams

## Overview

The Microsoft Teams integration brings Smartbills notifications and approval workflows into your Teams environment. Receive real-time alerts, approve expense reports, and access Smartbills via a Teams tab, all without switching applications.

## Key Features

| Feature              | Description                                                  |
| -------------------- | ------------------------------------------------------------ |
| **Notifications**    | Real-time expense and report notifications in Teams channels |
| **Approval Actions** | Approve or reject expense reports from adaptive cards        |
| **Tab Integration**  | Embed the Smartbills dashboard as a Teams tab                |
| **Bot Commands**     | Query expenses and reports via the Smartbills bot            |
| **Personal App**     | Access Smartbills from the Teams sidebar                     |
| **Actionable Cards** | Interactive cards with approve, reject, and view actions     |

## Prerequisites

* Microsoft Teams (any plan)
* Smartbills Business plan or higher
* Teams admin permissions (for organization-wide deployment)

## Setup

<Steps>
  <Step title="Open the Apps Marketplace">
    In Smartbills, go to **Settings > Apps** and search for **Microsoft Teams**.
  </Step>

  <Step title="Install the App">
    Click **Connect** and you will be redirected to install the Smartbills app in Teams. Alternatively, search for Smartbills in the Teams App Store.
  </Step>

  <Step title="Authorize">
    Sign in with your Microsoft account and authorize Smartbills to send notifications and read user profiles.
  </Step>

  <Step title="Configure Notifications">
    Set up which channels receive expense notifications and which users receive personal alerts.
  </Step>

  <Step title="Add as Tab (Optional)">
    Add Smartbills as a tab in your preferred Teams channel for quick dashboard access.
  </Step>
</Steps>

## Configuration

### Notification Settings

| Notification Type            | Delivery             |
| ---------------------------- | -------------------- |
| New expense report submitted | Channel or personal  |
| Approval required            | Personal (approver)  |
| Report approved/rejected     | Personal (submitter) |
| Changes requested            | Personal (submitter) |
| Weekly summary               | Channel              |

### Tab Setup

Add the Smartbills dashboard as a tab in any Teams channel:

1. Click the **+** button at the top of a Teams channel
2. Search for **Smartbills**
3. Select the view to display (dashboard, expenses, or reports)
4. Click **Save**

### Bot Commands

| Command                | Description                        |
| ---------------------- | ---------------------------------- |
| `@Smartbills expenses` | View your recent expenses          |
| `@Smartbills reports`  | View your expense reports          |
| `@Smartbills pending`  | View pending approvals             |
| `@Smartbills submit`   | Submit your current expense report |
| `@Smartbills help`     | List available commands            |

### Approval Workflow

When an expense report requires approval, the approver receives an adaptive card in Teams:

1. The card shows the report summary (submitter, total amount, number of items)
2. The approver can click **Approve**, **Reject**, or **View Details**
3. Rejections prompt for an optional reason
4. The submitter receives a notification of the decision

## Data Sync

| Smartbills           | Microsoft Teams             | Direction           | Frequency      |
| -------------------- | --------------------------- | ------------------- | -------------- |
| Status notifications | Channel / personal messages | Smartbills -> Teams | Real-time      |
| Approval actions     | Adaptive card buttons       | Teams -> Smartbills | User-initiated |
| Bot queries          | Bot responses               | Teams -> Smartbills | User-initiated |

## Troubleshooting

<AccordionGroup>
  <Accordion title="App not appearing in Teams">
    For organization-wide deployment, the Teams admin must approve the Smartbills app in the Teams Admin Center under **Manage apps**.
  </Accordion>

  <Accordion title="Notifications not received">
    Verify the notification channel is configured in the Smartbills integration settings. Check that the bot has permission to post in the channel.
  </Accordion>

  <Accordion title="Approval buttons not working">
    Ensure your Smartbills account is linked. Click on the notification and sign in if prompted. Adaptive cards require an active session.
  </Accordion>

  <Accordion title="Tab not loading">
    Check that third-party cookies are enabled in your browser or Teams client. The tab requires authentication with Smartbills.
  </Accordion>

  <Accordion title="Bot not responding">
    Verify the Smartbills app is installed in your Teams workspace. Try removing and re-adding the bot. Check that the bot is not blocked in Teams admin policies.
  </Accordion>
</AccordionGroup>