Apptricity Expense Help
 

My Profile

Access the User Details screen by selecting the My Profile selection on the User Menu.

Here, you can update the following information:

  • User information such as name, preferred language, etc. 

  • Address and phone numbers.

  • ACH information such as bank name, routing number, and bank account number.

To customize your profile:

  1. Click Upload Image to import a photo or graphic from your computer to serve as your personal avatar.

  2. Click the Addresses and Phone Numbers icon to display the Addresses and Phone Numbers pane. Make any necessary address changes.

  3. Click the ACH icon to display the ACH pane. Make any necessary changes to your banking information. Although you can view your bank numbers as you type them, the application masks the information so that no one else can view your banking information.

  4. Click Save when you are finished.

 

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