Settings reference
APSense settings reference
You can customize your APSense experience through various settings menus. These configurations allow you to manage your identity, organize your financial data into workspaces, and automate your reporting workflows.
User profile settings
Manage your personal identity and account security. These settings are tied to your primary account and persist across all devices.
| Setting | Description |
|---|---|
| Display name | The name shown on your reports and within the application interface. |
| Avatar | A profile picture or initials used to identify your account. You can upload an image or use a generated letter avatar. |
| Email address | The primary email associated with your account. This is used for sign-in and receiving notifications. |
| Password | Update your account security credentials. |
Workspace configuration
Workspaces allow you to separate different types of expenses, such as Personal and Business. Each workspace maintains its own set of reports and expenses.
| Setting | Description |
|---|---|
| Workspace name | A unique label for the environment (e.g., “Freelance Projects”). |
| Description | An optional field to provide more context about the workspace’s purpose. |
| Color | A visual identifier used in lists and navigation to help you quickly distinguish between workspaces. |
| Active status | Determines if a workspace is currently visible. Deactivating a workspace hides it from selection menus without deleting the data. |
| Avatar text/image | A specific icon or text snippet used to represent the workspace in the sidebar. |
Expense and category defaults
Customize how you categorize spending and track mileage to speed up data entry.
| Setting | Description |
|---|---|
| Categories | A list of labels used to group expenses (e.g., Meals, Travel, Software). You can add, rename, or remove categories. |
| Payment methods | The accounts or cards used for transactions (e.g., Corporate Visa, Cash, PayPal). |
| Mileage rate | The reimbursement amount per unit of distance. You can set specific rates for different years to match tax regulations. |
Report management preferences
Configure how APSense handles report lifecycles and automation.
| Setting | Description |
|---|---|
| Auto-archive done reports | Automatically moves reports to the archive once they reach the “Done” status. |
| Auto-archive reimbursed reports | Automatically archives reports once they are marked as reimbursed. |
| Show default report prompt | When enabled, the app asks if you want to set a report as the default when you assign an expense to it for the first time. |
| Confirmation prompts | Toggle alerts that appear before marking reports as reimbursed, done, or archived. |
| Accounting email | The default recipient for submitted expense reports. |
| Approval email | The email address of the individual responsible for reviewing and approving your reports. |
Notification and delivery settings
Control the frequency and method of updates for different platform events. You can choose between Push, Email, or Both for most categories.
| Event type | Description |
|---|---|
| Emailed receipts | Updates on the status of receipts you have sent to the platform via email. |
| Report status | Alerts when a report is approved, rejected, or requires resubmission. |
| Announcements | General updates and news from the APSense team. |
| Tips and tricks | Helpful suggestions on how to use platform features effectively. |
Regional and unit settings
Adjust the platform to match your local requirements for currency and distance tracking.
| Setting | Description |
|---|---|
| Currency code | The primary currency used for all expense totals and reports (e.g., USD, EUR, GBP). |
| Distance unit | Choose between Miles or Kilometers for GPS and manual mileage tracking. |
| Theme mode | Switch between Light, Dark, or System (follows your device settings). |
Administrative controls
Administrators have access to global platform settings to manage user engagement and system behavior.
| Control | Description |
|---|---|
| Global tips toggle | Enables or disables the delivery of scheduled Tips & Tricks messages for all users. |
| Message schedule | A 90-day calendar where admins can assign specific educational messages to be sent based on a user’s account age. |
| User promotion | Grant or revoke administrative privileges for specific users. |
Support
If you need assistance with specific settings or encounter issues with your configuration, contact support:
- Email: support@ademero.com
- Web: https://www.ademero.com
- Phone: 863-937-0272