Storage
OneDrive
Connect OneDrive and choose a folder. Any receipt or invoice dropped in the watched folder is pulled into Smartbills, read and marked as processed, and the receipts in Smartbills are kept in OneDrive in the same folder structure, so your files stay where your team already looks.
What this integration does
A watched folder for receipts
Save a PDF or a photo to the folder from a phone, a scanner or a desktop, and it is read and filed in Smartbills.
Your receipts kept in OneDrive
Receipts in Smartbills are copied into OneDrive, in the same folders, so there is a second copy your team can browse.
Works with shared folders
Point it at your own folder or a SharePoint document library, so the whole team drops receipts in one place.
Setting it up
Open Settings > Apps in Smartbills and search for OneDrive
Click Connect, sign in with your Microsoft account and allow Smartbills
Choose the folder Smartbills should watch and the one it should keep receipts in
FAQ
Questions about this integration
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Get started
Connect OneDrive to Smartbills
Set up the connection once, and coding and matching stop being a job someone does by hand every month.