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Productivity

Slack

The Slack integration makes your workspace a receipt inbox. Drop a PDF or a photo in a channel where Smartbills is a member, or send it in a direct message, and it is captured as a receipt. Submitters and approvers get a message when an expense report is submitted, approved, denied or paid.

What this integration does

Setting it up

  1. Open Settings > Apps in Smartbills and search for Slack

  2. Click Connect, sign in to Slack and allow Smartbills in your workspace

  3. Invite Smartbills to the channels where people share receipts

FAQ

Questions about this integration

PDFs, PNGs, JPEGs and phone photos shared in a channel where Smartbills is a member, or sent to it in a direct message.

No. It picks up files shared where it is a member and reads direct messages sent to it. It doesn't read the message history of your channels.

The person who submitted the report and the approvers assigned to it, in a direct message.

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Connect Slack to Smartbills

Set up the connection once, and coding and matching stop being a job someone does by hand every month.