Account Settings in Neat
You can access your Account Settings in Neat where you can view or update your account settings.Please Note: For the following you will need to be logged in to the Neat web app.
FAQs
- How do I open Account Settings?
- How do I check my current subscription?
- Where can I manage my subscription plan add-ons?
- How can I change the default settings for my account?
- Where do I access my billing or contact Support?
- How can I manage my invited users?
- How can I change my account name in Neat?
- How can I edit my business profile in Neat?
How do I open Account Settings?
- Log into Neat and click your name in the top right corner. A drop-down list will appear.
- Click Account Settings to display your account options.
- Once you are on the Account Settings page, you can view or manage the following options:
- Account Name
- Account Profile
- System Defaults
- Currency
- Tax Categories
- Rate Per Mile/KM
- User Management - for accounts with multiple users
How do I check my current subscription?
To check your subscription details and billing date, select Billing from the top right drop-down. This will open your Account Overview and display your subscription information.
Where can I manage my subscription plan add-ons?
To check and manage add-ons you currently subscribe to such as VIP Service or Automated Insights:-
Select Billing from the top right drop-down.
- Then click Manage Subscription on the left.
How can I change the default settings for my account?
You can select Currency, Tax Categories, and Mileage options under System Defaults.- Currency provides the option to select either US dollars (USD) or Canadian dollars (CAD). Set is grayed out until you make a change. You must click Set to make the change effective.
- Tax Categories is a dropdown that allows you to choose to view US only, Canadian only, or both tax categories in Neat.
- Mileage (or Kilometer) rates can be adjusted. Click Set after making your adjustment. You can always go back to the default rate of $0.545 / mile by clicking Reset.
Where do I access billing or contact support?
Click on your name in the top right corner. Then click Billing. Here you can manage your billing and contact support
How can I manage my invited users?
You can view the status and add notes for your invited users under User Management. Click Invite to add new users. Under Actions you can:- Remove users by clicking the minus sign.
- Resend an invitation by clicking the circular arrow.
- Edit a user’s name and add notes by clicking the pencil icon.
How can I change my account name in Neat?
- Once you click on Account Settings in the top right-hand corner, you will see an option to change your account name.
- After you click on change, a pop-up will appear allowing you to change your Account name. Once you have made the desired changes, click Save.
How do I edit my Business profile in Neat?
You can now edit your business profile within Neat.- Once you click on Account Settings in the top right-hand corner, you will see an option to edit your Business profile.
- After you click on Edit Business profile, a pop-up will appear that allows you to edit your business profile information. Once you have made the desired changes, click Save.
- You can also mark that you only use Neat for personal reasons. When selecting that option, all other fields will become greyed out and you can select Save.
