Profile Settings¶
View and update your personal information, appearance preferences, and account settings.
Accessing Profile Settings¶
- Click your profile icon in the sidebar
- Your profile settings page opens
Profile Header¶
The header displays your account overview:
- Avatar - Your initials with brand color
- Name - Your full name
- Email - Your email address
- Role - Your organization role (Employee, Manager, Finance, Admin)
- Organization - Your company name
- Member Since - When you joined
- Expense Count - Total expenses submitted
Personal Information¶
Update your basic contact details:
| Field | Description |
|---|---|
| Full Name | Your display name |
| Cannot be changed (login identifier) | |
| Phone Number | Optional contact number |
| Department | Your department (admin-managed) |
Saving Changes¶
- Edit your information
- Click Save Changes
- Changes take effect immediately
Appearance Settings¶
Dark Mode¶
Toggle between light and dark themes:
- Light Mode - Default, white backgrounds
- Dark Mode - Reduced eye strain, dark backgrounds
The setting is saved to your browser and persists across sessions.
Language¶
Select your preferred interface language:
| Language | Native Name |
|---|---|
| English | English |
| Spanish | Español |
| French | Français |
| German | Deutsch |
| Portuguese | Português |
| Italian | Italiano |
| Japanese | 日本語 |
| Chinese | 中文 |
Preferences¶
Time Zone¶
Select your local time zone for accurate date/time display:
- Eastern, Central, Mountain, Pacific (US)
- London, Paris, Berlin (Europe)
- Tokyo, Shanghai, Sydney (Asia-Pacific)
Default Currency¶
Set your preferred currency for new expenses:
- USD, EUR, GBP, CAD, and more
- Can be overridden per expense
Quick Links¶
Navigate to related settings:
| Link | Description |
|---|---|
| Notification Preferences | Control which notifications you receive |
| Bank Accounts | Manage accounts for reimbursements |
| My Vehicles | Manage vehicles for mileage tracking |
| Change Password | Update your account password |
Security Information¶
Last Sign In¶
Shows when you last logged into your account.
Reporting To¶
If you have an assigned manager:
- Shows manager's name and email
- Your manager approves your expense reports
Changing Your Password¶
- Click Change Password in Quick Links
- Enter your current password
- Enter and confirm new password
- Click Update Password
Best Practices¶
- Keep profile current - Updated contact info helps with reimbursements
- Set your timezone - Ensures accurate expense timestamps
- Choose default currency - Saves time when creating expenses
- Enable dark mode - Reduces eye strain in low light
Related: Notification Preferences | Bank Accounts