To manage the account you are logged in with, click on the User icon on the top right corner.

Next, select Edit User Profile.

Your profile page is where you can update your User Name, Login Email address and Password, Notification Preferences and your Phone Number that TrulySmall can use to verify your account.

Click on the Save button for the specific section after any changes are made or they will not be retained.

Notification Preferences

TrulySmall Accounting also lets you control your own email notification preferences. Notification alerts can be enabled or disabled for the following:

  1. Bank feed requires attention

  2. Bank feed transaction updates

  3. Invoice and Bill reminders

  4. Aged Receivables and Payables

Here are a few things to keep in mind:

  • Notifications are set per business and per user.

  • Users with multiple businesses can set different alerts for each business

  • Users on a multi-user business can set their own configuration for that business.

To exit the Settings pages at any time, click the X in the upper right.

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