ExpenseBot

Where do I add my company or business names?

Go to Settings (the gear icon) → General Settings → Configure Settings → Billing Profile. Type your company name in Business Name. Add any other names it uses (legal or trading names) in Other Business Names. Click Save Settings.

  • Go to Settings (the gear icon) → General Settings → Configure Settings → Billing Profile.
  • Type your company name in Business Name.
  • Add any other names it uses (legal or trading names) in Other Business Names.
  • Click Save Settings.

Why: ExpenseBot uses these names to identify invoices you send, so they aren't counted as expenses.

Teams: the owner adds them once in their own settings, and they apply to everyone on the team. The Set up your team checklist shows this as Add your company name.

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