Your account profile settings

Wealth of settings related to your account 

Your account profile settings view contains a wealth of settings related to your account. Everything from your being able to manage your company information to your default app experience preferences.

To get to your account profile settings view, inside the Veryfi app footer press “More” (far right icon) and then whichever account you want to see preferences for, press it (screenshot below).

Now that you are in, you should see a view similar to this one.

So what can you do here?

(a) Update your Profile picture by tapping on it,

(b) Update your contact information,

(c) Add your Company information and start inviting users using the Linked Accounts feature,

(d) Your Veryfi assigned e-receipt email address to send digital receipts to from POS (point-of-sale) terminals or your inbox,

(e) Manage your personal preferences like:

  • Currency
  • Sales Tax Rates with support for 3 Tax types
  • Time Zone
  • Monthly Budget Limit

(f) Manage document meta data like:

  • Categories
  • Payment Types and
  • Tags

(g) Control Notifications.


Bulk editing

Category vs Tags

How to provide Veryfi team feedback

Features lab explained

Invite your accountant

Best practices for snapping financial documents


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