1. Main Uses
  2. Core Users
  3. Key Advantages
  4. Profile Customization: What profile settings can I update?
  5. How to Access and Update
    1. Profile Photo: How do I add or update my profile photo?
    2. Timezone: How do I set my timezone?
    3. Language: How do I change my account language?
    4. Notifications: How do I manage my notification settings?
    5. Status: How do I update my profile status?
    6. Pronouns: How do I update my pronouns?
    7. Theme: How do I switch between light and dark mode?
    8. Personal Information: How do I add or update my personal information?
    9. Name: How do I update my display or legal name?
  6. FAQ
    1. Profile: Why should I update my profile photo?
    2. Language: Will changing my language setting affect my reports?
    3. Notifications: Can I disable all Expensify notifications?
    4. Theme: Will my theme preference sync across devices?
    5. Status: Can I set a permanent status message?
    6. Personal Information: Why should I add my legal name and address?

Manage Profile and Account Preferences

Expensify allows users to customize their profile and preferences to enhance their experience. This guide covers how to update your profile photo, set your timezone, change your language, manage notification settings, update your pronouns, switch themes, share your status, and update your personal information.

Main Uses

  • Customize your profile settings to match your preferences.
  • Manage notifications and language settings for better communication.
  • Adjust appearance settings for improved user experience.
  • Provide personal details for travel and payment purposes.

Core Users

  • Expensify members managing their profile.
  • Admins assisting employees with profile settings.
  • Users looking to personalize their account.

Key Advantages

  • Easy-to-use profile customization features.
  • Syncs settings across all Expensify platforms.
  • Enhances communication, accessibility, and travel and payment processes.

Profile Customization: What profile settings can I update?

Expensify allows you to personalize your account with the following options:

  • Profile Photo – Add or update your profile image.
  • Status – Display a custom status message for your team.
  • Pronouns – Choose pronouns to be displayed on your account.
  • Language – Change your account language to Spanish or another supported language.
  • Timezone – Set your correct timezone for accurate timestamps.
  • Theme – Switch between light mode and dark mode, or match your device settings.
  • Notifications – Manage email and in-app notification preferences.
  • Personal Information – Add or update your legal name, date of birth, and address.

How to Access and Update

Profile Photo: How do I add or update my profile photo?

To upload a new profile picture:

  1. Press your profile image or icon in the bottom left menu.
  2. Select the Edit (pencil) icon next to your profile image.
  3. Choose Upload Image and select a new image from your files.

Timezone: How do I set my timezone?

To update your timezone settings:

  1. Press your profile image or icon in the bottom left menu.
  2. Select Profile from the left menu.
  3. Click Timezone and select your preferred timezone.

Language: How do I change my account language?

To switch your account language to Spanish:

  1. Press your profile image or icon in the bottom left menu.
  2. Select Preferences.
  3. Click the Language option and choose Spanish.

Notifications: How do I manage my notification settings?

To customize the notifications you receive:

  1. Press your profile image or icon in the bottom left menu.
  2. Select Preferences.
  3. Adjust the toggles under Notifications:
    • Receive relevant feature updates and Expensify news: Enable to receive emails and in-app notifications about new features.
    • Mute all sounds from Expensify: Enable to silence all in-app notification sounds.

Status: How do I update my profile status?

To share your status with your team:

  1. Press your profile image or icon in the bottom left menu.
  2. Select Profile.
  3. Click Status and enter a custom status message.
  4. (Optional) Click the emoji icon to add an emoji.
  5. Set an expiration time under Clear After (e.g., 30 minutes, 1 hour, etc.).
  6. Click Save.

Pronouns: How do I update my pronouns?

To set your preferred pronouns:

  1. Press your profile image or icon in the bottom left menu.
  2. Select Profile.
  3. Click Pronouns and choose from the available options.

Theme: How do I switch between light and dark mode?

To change Expensify’s appearance:

  1. Press your profile image or icon in the bottom left menu.
  2. Select Preferences.
  3. Click Theme and choose:
    • Dark mode: A dark background theme.
    • Light mode: A light background theme.
    • Use Device Settings: Matches your device’s default theme.

Personal Information: How do I add or update my personal information?

To update your legal name, date of birth, or address:

  1. Press your profile image or icon in the bottom left menu.
  2. Select Profile from the left menu.
  3. Scroll to the Private details section and update the Legal Name, Date of Birth, and/or Address fields.

To change your display or legal name:

  1. Press your profile image or icon in the bottom left menu.
  2. Select Profile from the left menu.
  3. Edit your name:
    • Display name: Click Display Name, enter your preferred name, and click Save.
    • Legal name: Scroll to the Private Details section, click Legal Name, update the fields, and click Save.

FAQ

Profile: Why should I update my profile photo?

Updating your profile photo helps colleagues recognize you in chats and improves account personalization.

Language: Will changing my language setting affect my reports?

No, changing your language setting only updates the app’s interface and does not alter any report contents.

Notifications: Can I disable all Expensify notifications?

Yes, you can mute all sounds and opt out of feature updates by adjusting the notification preferences under Preferences.

Theme: Will my theme preference sync across devices?

Yes, your theme preference applies across all Expensify apps, including mobile, web, and desktop.

Status: Can I set a permanent status message?

Yes, after updating your status, choose Never under When should we clear your status?

Providing your legal name, date of birth, and address is useful for booking travel and securely receiving payments.


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