First Questions and Steps
Add-on products/individual customisation
Information regarding your ERP/accounting system
Security and IT
How do I use the User Menu?
In this article you will get information on how to use the user menu
How do I open the user menu?
To open the user menu, click on the email address of the person logged in at the top right.
In the account settings, personal data can be customised, various settings can be configured for the user and notifications can be managed. Click on "Save" to save the settings.
You can change your name, salutation and telephone number and set the language in which Finmatics should be displayed. Do not forget to click on "Save" before you leave the page to confirm the changes.
In this tab, you can customise which notifications you would like to receive.
To activate/deactivate all notifications, click on the slider. If it is blue, all notifications have been activated by default. You still have the option of individually specifying whether you want to unsubscribe from individual notifications. If the slider is grey, all notifications are deactivated.
You can also individually select the tasks for which you would like to receive a notification. To do this, tick the required boxes.
You can change your password and activate/deactivate two-factor authentication under "Security". You can find more information in How do I set up two-factor authentication (2FA)?. You can also log out of all sessions here.
In the "Layout" tab, you have various options for setting the invoice screen.
You have two options for the invoice screen. The Compact layout where all invoice fields are displayed together, or the Extended layout, where the invoice fields are visibly split between header and item data.