User Settings

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User Settings

Users can configure many features of Sage Intacct Paperless to personalize their experience. Options here allow each user to select “defaults” for the way they wish images to display. They can also select defaults for annotations, create custom stamps and define personal document categories.

From the header, click the My Account icon MyAccountProfileAvataricon-mhPAP - pVault Cloud - Top Nav Icon - Profile - Color and select Profile. The User Settings page displays:
 
UserProfileSettings
 

Read more about the following User Settings options:

 

Profile

Alerts

Annotations

Categories

Custom Stamps

Linked Accounts

Notes

Quick Notes

Reports

Themes

Viewer