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Settings

Customising Your Portal Experience

The Monek Portal allows you to tailor the interface to your preferences. For users who prefer a low-light environment, you can enable Dark Mode for a more comfortable viewing experience..

Portal Image

Admin Settings​

The Admin page gives you full control over user management. From here, you can add, edit, or remove users associated with your Monek Portal account, ensuring the right people have access to the right tools.

Receipts​

Customising Payment Confirmation Receipts.

  1. Navigate to the Settings tab and select Receipts.
  2. Choose the recipients for your payment confirmation receipts — for example, customers, internal team members, or both.
  3. Customise the receipt by adding your business trading name.

See our release notes (04.25.01) for a detailed step-by-step guide.

Integrations​

The Integrations page allows you to connect your Monek Portal with a range of third-party services, enabling seamless data sharing and enhanced functionality.

Connect to Xero Accounting

Easily integrate your Monek Portal with Xero Accounting in under 5 minutes for streamlined financial management.

Set Up Webhook Notifications

Configure webhook notifications to receive real-time updates on your transactions, keeping your systems in sync automatically.