To manage or change which notifications you're subscribed to and how you'd like to receive them, click the dropdown arrow next to your name in the top right of the app and then click Settings.
Notifications can be received in three ways:
In-app: You can find these in the top right of the app in the bell icon ??.
In the top right of the app is the My profile Settings area. This area homes the following: Your Profile/Notification Settings and Sign out area Access to our KnowledgeBase In-App Notification bell Profile/Notification Settings To access this area, ...
In Article Navigation can be found to the right of this article or via the buttons below Settings/Mapping Sections Bank Account Mapping G/L Mapping Tax Type Mapping Add Posting Schedule Office Mapping Chart of Accounts In this article we will outline ...
In this article we will outline Xero's API Settings & Mapping in Loft. Front End Mapping You’ll notice that you now can see back end mapping has been brought to your front end in Xero>Settings page under your Integration menu. *mapping settings ...
Adding/Updating Brokerage Tax ID Head to your Brokerage menu (the menu with the gear cog), click Edit Settings Add/update your Brokerage's Tax ID Turning on Tax Reporting In your Brokerage Menu>Settings, scroll down to the Allowable tax year field ...
If your contact information changes or you want to receive payments in your incorporated name, you'll want to keep your brokerage up-to-date! To make changes: Click My Profile in the menu on the left. On your profile page you'll see all of your ...