Documentation/ Account and plan/ Profile and company details
Profile and company details
The My profile screen puts the company details, the plan, this period's usage and the list of users on one page. It opens from the Account block of the menu or from the user icon in the top right corner.
On this page
Account details
| Detail | What it is |
|---|---|
| Company | The registered name given at sign-up. |
| Tax registration number | The company's tax reference. |
| Company code | The company's internal reference inside Dijit.app. |
| Organisation reference | A technical reference for the account. You never need it day to day: it is used when setting up integrations with other software, and support may ask for it to find your account. |
| Administrator | Whether the person signed in holds the administrator role. |
These are set at sign-up. Changing them afterwards means asking support.
The plan you are on
- Plan: what you have subscribed to.
- Status: where the subscription stands.
- Next renewal: when the following period starts.
- Trial ends: shown instead of the renewal date while the account is on a free trial.
Your own usage this period
What the person signed in has processed during the current period, split between documents still there and documents deleted.
Deleted documents still count. Deleting a document does not give the credit back. That is why the figure on this screen adds up both the live documents and the deleted ones.
The unit is the document on a business account and the invoice on an accountancy practice account.
The company's usage
The same figure for every user in the company, counted the same way, deleted documents included.
Two numbers sit alongside it:
| Available | What is left of this period's allowance. The system works it out from the plan, the usage and any extras. |
| Extra | Allowance bought on top of the plan. It is added to what is available. |
If the usage figure cannot be fetched at that moment, the screen says so rather than showing a zero.
The company's users
A list of the users set up, with their email address and their role. It is for looking at only: adding, editing and removing users happens on the user management screen.
Switching payslips on and off
Payslips come switched on for every account. The Manage payslips switch on this screen turns them off: the Documents → Expenses → Payroll list goes, and so does the labour cost summary on the dashboard.
It is a switch for administrators, and what it decides applies to the whole company. An ordinary user does not see it.
Switching them off deletes nothing. The payslips already loaded stay where they are and show again once they are switched back on. What they do is set out in Payslips.
Shortcuts
The screen links to three related places:
- My plan, for the plan in detail and for changing it.
- Users, for adding and editing them.
- Client Database, for managing clients and companies.