Account

Manage your profile, subscription, backups, and devices.

• Account

  Settings

  The Reports, Functions and Settings menu: what's in each, on phone, tablet and web.

  3 min readRead
• Account

  Your profile

  Update your name, company, and contact information.

  2 min readRead
• Account

  Plans and free trial

  60-day trial with everything in Business (except Team), what Essential, Professional and Business include, how to subscribe and cancel.

  3 min readRead
• Account

  Subscription and billing

  See and change your plan, who charges you, restore purchases and what to do if you paid but don't see your plan.

  2 min readRead
• Account

  Backup and restore

  Real-time backup to Firebase, manual exports, and restore.

  3 min readRead
• Account

  Device management

  See where your account is signed in and sign out a device.

  2 min readRead
• Account

  How to delete your account and your data

  Delete your account from the app or the web, what gets deleted, how to cancel your store subscription, and how to request deletion by email.

  4 min readRead
• Account

  Requesting a copy of your data and how long we keep it

  How the Request my data button works, what the copy contains, and how long we keep your clients, loans, payments and collection locations.

  4 min readRead
• Account

  PIN, fingerprint or Face ID and automatic lock

  Lock the app with Face ID, fingerprint or a PIN, choose the lock time, what happens after 3 failed attempts, device limits per plan and web session timeout.

  4 min readRead
• Account

  Currencies, language and country

  Choose your currencies and primary currency (2, 3 or 5 per plan), how multi-currency totals and decimals work, change the language, and what your country is used for.

  4 min readRead
• Account

  Notifications and the notification inbox

  Set collection reminders (time and advance notice), the other notifications LoanAdmin sends, the inbox, and what to check when notifications don't arrive.

  4 min readRead
• Account

  I already paid for the app (one-time purchase). What now?

  What your Loyalty account keeps, why new features aren't included, and how to move to a plan without losing your data.

  3 min readRead
• Account

  Contact support (tickets)

  Open a ticket, what your plan includes, attaching images on the web, AI-first replies, alerts and closing.

  4 min readRead