Reneva
My profile opens from the user menu: change your personal data and preferences here, without touching other people in the company. The companies you can switch between are those assigned to your user; an Administrator sees them all. As an accountant you use the same profile from the portal (see the portal).
Identity and language
Update your first and last name, photo and email in the record; to change email, confirm the new address. Language applies to your profile, not company documents.
Suggestions
You have two personal switches, on by default, valid in all your companies. Reneva suggestions shows short cards to help you get more out of Reneva: a card closed with the X is gone for good, even if you change company or device. AI suggestions shows advice based on company data in supported sections, with Ask Ally to explore it in chat; the X hides that theme for 12 months across all companies. Turning a switch off hides the cards and keeps previous dismissals; Ally remains available.
When advice appears
AI advice needs the required modules enabled and access to the data it concerns; Reneva checks again when you open the page or press Ask Ally, so if you disable a module or lose permission the advice stays hidden.
- Self-invoices — only when your company and role can create them; tips on existing documents need view or edit permissions.
- PayPal and Stripe receipts — only when the connection is operational in the active company (a PayPal.me link alone is not enough).
- Client's usual payment method — also with only subscriptions or only client projects; hidden when both modules are disabled.
Device notifications
Turn them on to receive alerts when Reneva is not in the foreground; if your browser blocks them, allow them in site settings.
Alerts intended for you
When someone assigns a client or work to you, you receive a bell notification and email, plus push on authorized devices; assigning yourself or an assignment already in place creates no new alert. Ordinary internal updates reach the bell and authorized devices, according to access and recipients. Configure due-date summaries in the company's internal notifications.
Accountant messages
They reach administrators and users with Documents and records set to Edit, who have access to the company; if you use the same email as an accountant operator in the active channel, you do not also receive the internal notification. In the accountant portal, email and bell notifications for client messages are always enabled; push depends on the device and its permission.
Security
A new password needs at least 12 characters, an uppercase letter, a lowercase letter, a number and a symbol; the bar in the record shows completed requirements. You can add an authenticator app and a passkey: keep recovery codes in a safe place. To set up or disable the app and regenerate the codes, also enter your current password.
In Analytics, manage passkeys from your profile, separate from your Reneva account's; support and security alerts remain enabled, with push on authorized devices. Fourteen days after sign-in, Reneva ends the session and asks you to sign in again; when you sign out, push turns off only on this device.