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The user menu – switching clients and understanding notification counts

Explains what you find in the dropdown menu at the top right: New company, Settings, Sign out, invitations and the client list with notification counts.

Written by Florence C.L.H. Kröger-Smedmann

Click your name at the top right in Catacloud to open a dropdown menu with two parts: three menu options at the top and a searchable client list below.

The menu options

New company

Creates a new client or company directly from the menu. The option is only shown if you have permission to create companies. See separate guide: How do I create a new company?

Settings

Opens the user settings, where you can change your name, email, mobile number, profile picture, language, time zone, notifications and password. See separate guide: User settings: what can you change?

Sign out

Signs you out of Catacloud on this device.

Invitations

If you have been invited to a company and haven't accepted yet, an icon (a building with an envelope) with a number appears to the right of the menu options. Click it to see and respond to your invitations.

The client list – switch client and see what's pending

Below the menu options you see the clients you have access to. If you have many clients, you get a search field, Search in clients..., where you can type a name to find the client quickly.

Clients that belong to an accounting agency you have access to are indented under the agency. The client you are currently working in is highlighted. A client with a warning triangle icon is on hold because a Catacloud invoice has not been paid. See Your account is on hold – why, and what do we need to pay?

Click a client to go straight to it. Some clients have a number next to their name and an arrow – click the arrow to see what's pending. Only categories with something pending are shown:

  • APPROVALS – vouchers and payments awaiting attestation.

  • ACCOUNTING – vouchers sitting in the inbox that haven't been processed yet.

  • INVOICE – invoices past due and reminders past due.

  • BANK – payments for approval, rejected and failed payments, and invoices past due.

  • CUSTOMERS, SUPPLIERS and PROJECTS – tasks that are overdue.

The number next to the client name is the total of everything pending. No number means nothing is pending.

Can't see a client you expect?

You most likely don't have access. Ask an administrator to invite you – this is done under Administration → Invite person. See also: Access control and user permissions

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