My contact card (profile)

Disclaimer

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

Your user profile is linked to your personal contact card. Here you’ll find all your contact information and all items within the domain that are linked to you, such as email addresses, bank accounts, documents, and tasks.

Access to your personal contact card

To access:

• click on the Contacts icon in the navigation bar
• click on Contacts
• in the now-opened screen, find and open your personal contact card.

Your personal contact card

At the top of your screen, you'll find buttons for quick actions:

1. New contact: add a new person or company to the address book.
2. Edit contact: update the information on your contact card.
3. Sales invoice: create a new sales invoice right away.
4. New task: assign a task to a user within this domain.
5. Activity: create a new activity for an employee.
6. Grant delegation: authorize another user to log in on your behalf (without a password).
7. Send email: send an email directly from Nmbrs Accounting.
8. Print printer label: print the address on an address label.
9. Route/map: view the address on the map and generate directions (requires a completed address).

Available features in left-hand menu

The options you see on the left depend on your role, permissions, and the information associated with your account:

Data

Manage and view your profile's basic information:

• Contact info
• Total overview
• Email addresses
• Web addresses
• Bank accounts
• Direct debit mandates (only with 'Customer' contact type)
• Default values (available only to user with the 'Back office' or 'external accountant' role)
• Replication links (available only to user with the 'Back office' role).

Financials

Visible as soon as purchase or sales invoices are linked to your contact:

• Outstanding invoices
• Aging analysis
• Current account
• Transactions.

Contacts

Overview of items linked to your contact in Nmbrs Accounting:

• Documents
• Documents created
• All mail
• Appointments
• Tasks
• Activities
• Projects.

Employee data

Visible if you are also registered as an employee in Nmbrs Accounting:

• HR documents
• Absence.