File Upload Center
Upload files, folders, or groups of files to get started
Upload Files
Upload individual files or multiple files at once
Drag and drop files here or click to select
Upload Folder
Upload an entire folder with all its contents
Drag and drop a folder here or click to select
Upload CSV Data
Upload transaction data from CSV files
Upload your transaction CSV file
File Renaming
Rename uploaded files with project, vendor, and billing information
Book Assist
No files uploaded yet
NO FILE SELECTED
Select a file to preview
Manual Entry
Notes
File Notes
Notes are saved with the file metadata
Bills Management
Connect bills to transactions or mark as payable by check
Bills
No bills available
Bill Preview
Select a bill from the list to view details
Select a bill to preview the file
Bill Actions
Bill Status
Connect to Transaction
No transactions loaded
Mark as Payable by Check
Mark this bill for manual check payment
Notes
Dashboard
Welcome to Smart Renamer Cloud - Your file management solution
Files
Transactions
Matches
Vendors
File Matching
Match your uploaded files with transactions
Files
No files uploaded yet
Transactions
No transactions loaded
Transactions
Manage your transaction data
| Date | Vendor | Amount | Description | Cardholder | Actions |
|---|---|---|---|---|---|
|
No transactions loaded |
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Vendors
Manage your vendor information
Projects
Manage your project information
Team Members
Manage your team member information
Reimbursements
Manage reimbursement requests
Admin
System administration and settings