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Settings Overview

Updated over 6 months ago

To access the settings menu, click on the two cogs on the top right-hand corner

Please Note: this view might vary depending on your access to the platform. Crew users will by default only see the ‘My Account’ section.


Settings Categories

My Account - Administrators - Select which accounts are visible in the mobile app. To access additional settings, please return to the Fleet Dashboard.

Captain - Update several settings including:

•Password

•Passphrase

•Email address

•Various display options (i.e. date format)

If applicable, you can also activate your Voly Prepaid Card, send a pin reminder and view/amend your billing address

Departments - Add, edit or remove departments. Set up purchase order numbers

Crew Ranks - View and edit the crew’s purchase limits and permissions in the system

Crew - Manage your crew users. Update email addresses and phone numbers. Deactivate / re-activate users in the system

Expenditure Categories - Add, edit and delete your expenditure categories/codes

Asset Categories - Create and manage your Asset categories

Liability Categories - Create and manage your Liability categories

Cost Centres - Extra reporting tool to categorise transactions against

Additional Fields - Add/Edit additional transaction fields

Funding Sources - Add/deactivate Funding sources

Transaction Lock - Create a new Transaction Lock, which prevents the addition, deletion or editing of reconciled periods up to a specific date

VAT Reporting Enabled - Enable/Disable VAT reporting

Financial Year - Select your financial year start date for reporting purposes

Document Repository - View files within the Document Repository or Enable the Document Repository

Voly Money - View your Voly Money accounts


Still have questions?

Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.

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