Settings and user preferences

Where to find it

Settings → User

✅ Common tasks

Update your profile

1. Click Edit name and enter your display name

2. Choose your interface language: English, Dutch, or French

3. Click Upload picture to add or change your photo

4. Use Remove picture to delete your current photo

Profile pictures must be JPEG, PNG, GIF, or WebP and under 5 MB.

Choose your notification preferences

1. Turn on email alerts for invoice or purchase order @mentions

2. Set reminder channels for assigned transactions without a linked invoice

3. Choose reminder frequency, from 1 to 7 days

4. Enable the weekly digest and pick its weekday and interval

5. Set approval reminder lead time and delivery channels

At least one channel (email, Slack, or WhatsApp) must stay enabled for transaction reminders.

Set your To-do roles

1. Open the To do preferences section in Settings → User

2. Enable Review, Send out approval, or Pay as needed

3. Note that Approve stays locked on if you only have approver access

Changing a To do role only affects what shows in your to-do list for the active organisation.

🔗 See also

• To-do list

• Notifications and in-app alerts

• WhatsApp for Cashfeed

• Slack notifications

• Switching between organisations