Settings and profile

Settings and profile sits at the bottom of the left sidebar and opens its own workspace: a list of sections on the left, the selected section on the right. Use it for your own account and workspace details. Settings that change how the business runs are in Configuration.

General information is a read-only summary of the workspace: organisation name, VAT number, date format, default currency, current fiscal year and system language. It is the quickest way to confirm you are in the right workspace and the right accounting period before you start entering records. You cannot edit anything here. To change these values, go to Configuration.

Profile information shows details about you: your username, email address, contact number and the role you have been assigned. Check your role when an action you expect is not available to you. Your password is never shown. To replace it, use the change password form: enter your current password, then the new one twice.

Notifications decides which events you are alerted about. Alerts are grouped into purchase, sales and inventory. Every document event has its own toggle (an on and off switch): created, updated, approved and voided, plus payment and stock settlement alerts. Each user account has its own settings, so an approver and a data entry clerk can each see only what they need.

Plans and subscription shows the active plan, the software version, when it was bought, when it expires, the subscription status and the payment reference. It is read-only and updated from billing.

Help and support lists the ways to reach a person, along with documentation, video walkthroughs and downloadable resources.

Sections in this chapter:

• General and profile information
• Notification settings
• Plans and subscription
• Help and support