User profile (web)

Remember to click Save at the bottom of the page if you have made any changes to your user profile.

On your user profile, you have the option to update your information, change your password, and set yourself as "Out-of-Office."

You can access the user profile by clicking on the user icon.

Log-in

Your login is your email address and cannot be changed. If you have been registered with an incorrect email address, please contact your accountant or BatchFlow administrator.

You can change your name from the Name field if, for example, you have changed your last name or your name.

E-mail

The daily advisory emails and new passwords are sent by default to your login email address. However, if you prefer to receive these notifications at an alternative email address, you can update this in the Email field.

You also have the option to subscribe to our newsletter featuring webinars and new features by clicking on the email icon.


Security and password

You can change your existing password by entering your current password, typing your new password, and clicking save. Alternatively, you can also change your password using the "Forgot password" button from the login page.

Note that passwords must include:

  • Minimum 8 characters

  • At least 1 uppercase letter

  • At least 1 number

 

Language

You can switch between the languages English, Danish, Dutch and French.

 

Out of Office

When you, for example, go on vacation, maternity leave, sabbatical, or are away for an extended period, you can set yourself as "Out of Office." This means that all invoices sent for approval to you will instead be routed to a delegate, who can approve them in your absence.


You can choose a specific time period if you know when you'll be away. Otherwise, you can choose "unlimited" and disable it when you return.

In all the companies you are a member of, you can select a delegate or a workflow profile. Please note that an administrator can change your delegate to a different delegate.

 

 

Settings

You can enable automatic opening of the next invoice after approving or rejecting one to save some clicks.



Registrating number

If one of the companies you are a member of uses mileage reimbursement, you have access to the Registration Number field. Here, you can enter the registration number of the car you most frequently drive, and it will automatically be added when you log your trips.

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