Set personal preferences

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.

In Nmbrs Accounting, you can define the following personal settings:

• Preferences
  Personal preferences regarding your desktop, the Archive, your email, etc.
• My profile
  Your contact card with all associated information.
• Display settings
  Personal settings regarding your navigation bar and the menu bars in all your screens.
• Email accounts
  Overview of your created email accounts.

Personal preferences

Your personal preferences determine your user interface, including colors, fonts, and screen layout. You can also determine how you want to upload documents and files and how you want to handle your email in Nmbrs Accounting.

Access to Personal preferences

To access:

• click on the user button in the top right cornert
• then click on Preferences
• OR
• click on the Settings icon in the navigation bar
• then, in the now-opened screen, in the Personal section click on Preferences.

Personal preferences settings

Below you will find an overview of the available personal preference settings:

General

• Language: Dutch, English or French
• Font: Default or one of the fifteen other fonts
• Font size: Extra large, Large, Default, Small or of Extra small
• Separator for downloads: Semicolon or comma
• Show currency symbol in lists (enabled when Foreign currency module is activated)
• Show dropdown menus from navigation buttons.

Desktop

• Size
• Background: Nmbrs Accounting white, one of the nine other backgrounds or your own image 
• Position: Center, Stretch or Tile
• Desktop text colour: Black or White.

Messages

• Restore all hidden informational messages.

Enable Notifications

• Enable Notifications: in a number of cases a pop-up notification will be displayed at the bottom right of your screen after you have installed a tool.

Archive

• Upload multiple files mode: Use Ajax Uploader or Basic Uploader
• View when uploading files: Thumbnail view, Details, List view or Icons.

Mail

• Move to next message after changing or deleting email
• Editor width: Full width or Paper width
• Default address type: Send email by default to business or private addresses of contacts
• Mail from unknown sender in separate folder: Place email of unknown sender in a separate folder or not
• Show message after sending email: Extra confirmation that the email has been sent
• Automatically delete mail from Recycle bin: After how many days the recycle bin should be emptied automatically
• Enable email match rules.

Click on the Save button to save the changed settings.