Smart Clerk Questions

Showing 1 - 20 of 215 questions

Q: roadmap

Can you share a link of your roadmap? I search in your website but couldn't find it

flaviajusticePLUSJul 5, 2025
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Q: How do I get a DPA (in German AVV / ADV) forSmartClerk - and where are your servers located - Data concerns

I thought as an European company there is a button to get the DPA (in German AVV / ADV) forSmartClerk, but I wasn't able to find it. How do I get it? Without it I mustn't use SmartClerk at all and would have to get a refund.
When I upload my Bank statements there is my clients data on it. Therefore it is more than crucial for me to know.

The reason I bought SmartClerk was actually that you are located in the Netherlands - and I assumed that your servers are in the Netherlands as well. And that you have to fulfil European right regarding GDPR / DSGVO.
Could you please confirm and tell, where I get the DPA (AVV / ADV)?

I guess this will be of interest for every customer in Europe. Thank you!

Silke_hautquartierPLUSJul 3, 2025
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Erinc_smartclerk

Erinc_smartclerk

Jul 4, 2025

A: Thank you for your message and for sharing your concerns regarding data processing and privacy. We appreciate your diligence, and we’re happy to clarify how Smart Clerk handles these important matters.

Data Processing Agreement (DPA / AVV / ADV)

A DPA (AVV/ADV) is a legal agreement typically set up between data controllers and data processors, for example, between Smart Clerk and our...

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Q: Split transactions into different categories

Hello. When will it be possible to further breakdown income received and not have it all listed in one income category? For example, say there is an income on May 1st of $500. I would like to break that income down into: $350 for services and $150 for merchandise sales.

The same would go for expenses, such as assigning different categories for each item purchased on a single receipt.

Is there a time frame for when a solution for this will be implemented? It’s very much needed.

stevendicePLUSMay 30, 2025
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Q: Storage limits?

What's the storage limits on accounts? For receipts, etc.

gkcPLUSMay 26, 2025
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Q: Bulk receipts?

Can I scan a lot of receipts in to 1 PDF file and it extract information from individual receipts? Or do they need to be done 1 at a time?

Can those receipts be attached to and reconciled against bank statements?

gkcPLUSMay 26, 2025
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