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Setting Personalisation

How to update your financial information to adjust the currency of the account, format the date, and the start and end of the financial year to fit your personal needs.

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Written by Sara Fandel
Updated over 2 months ago

How to Use Personalisation

  1. Click the orange profile icon on the top right corner of the screen then click on ‘Settings’ under your profile information.

2. Under ‘Customisation’ find the Personalisation section.

3. Click the white ‘Edit’ button directly underneath the ‘Personalisation’ section.

4. Adjust any information you wish to change then select the blue ‘Save’ button.

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