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📢 Kafinea is a compatible solution for electronic invoicing! Learn more ➔
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Kafinea

  • Features
        • Finance
          • Accounting
          • Audits & KPIs
          • Invoicing
          • Purchases
        • Management
          • Documents
          • Inventory Management
          • Maintenance
          • Project Management
        • HR
          • Absence Management
          • Employees
          • Recruitment
          • Timesheets
        • Customer Service
          • Interventions
          • Service Contracts
          • Tickets
          • Warranty Tracking
        • Sales
          • CRM
          • Points of Sale
          • Sales Automation
          • Subscriptions
        • Cross-Features
          • API
          • Extranet
          • Electronic Signature
          • Workflows
  • Pricing
  • Login
  • Discover the demo
📢 Kafinea is electronic invoicing compatible! ➔
kafinea logo svg
Kafinea

Marketing

1
  • Leads

Sales

14
  • Customer purchase orders
  • Customer accounts
  • Customer Quotes
  • Customer credit notes
  • Company Search (Sirene)
  • Margins in quotes
  • Invoicing
    • Classic Invoicing
    • Progress Invoicing
    • Issue an electronic invoice
    • Recurring invoicing
    • Invoicing Article Consumption
  • Payments
    • Customer payments
    • Linking a payment to one or more invoices
  • Price list
    • Price list administrator guide

Purchases

5
  • Supplier invoices
  • Supplier Purchase Orders
  • Suppliers
  • Supplier Credits
  • Receiving an Electronic Invoice

Catalog

8
  • Units of measure
  • Products
  • Services
  • Sourcing Management
  • The Purchase Order Assistant
  • Generic products
  • Product kits
  • Catalog margin analysis

Finance

11
  • Bank Accounts
  • Manual entries
  • SEPA Mandates
  • Third-party bank accounts
  • Bank Transactions
  • Accounting
    • Accounting entries
    • Tools for Checking Your Accounting
    • Accounting
    • Financial statements
  • Fiscal years
    • Cash accounting
    • Fiscal years

Human Resources

5
  • Timesheets
  • Activities
  • Pay Slips
  • Employee Extranet
    • Leave Management
    • The employee portal card

Project management

2
  • Secure assignments using a people list
  • The responder area: view and accept my assignments

Customer Support

1
  • The Client Portal

Inventory management

4
  • Goods receipt notes
  • Delivery Notes
  • Stock movements
  • Inventory Valuation

Cash register

1
  • Cash Registers

Document management

3
  • Electronic signature
  • Templates
    • Email templates
    • Document templates

Automation

2
  • Forms
  • Workflows

Artificial intelligence

5
  • AI-assisted invoice OCR
  • Connect an External AI (MCP)
  • AI Chat
  • The AI Text Assistant
  • AI Workflows

Kafinea interface

8
  • Data Import/Export
  • Navigation
  • Lists
  • Records
  • The Layout Manager
  • Automatic saving
  • Document Lines
  • Links Between Elements

Settings

10
  • SMTP Settings
  • Access Rights
  • Numbering formats
  • Global search
  • User preferences
  • Permanent locking
  • Catalog popup filtering
  • Tax Configuration
  • The MCP Server
  • AI agents

Business Guides

2
  • Enable employees to complete their HR record independently
  • Mobilizing thousands of field workers at scale

API

7
  • REST API – Introduction
  • REST API – Entity Relationships
  • REST API – File Management
  • REST API – Requests and Querying
  • REST API – Drop-down lists (Picklist)
  • REST API – CRUD Operations
  • REST API – Authentication
  • Kafinea
  • Documentation
  • Settings
  • User preferences
View Categories

User preferences

1 minutes

📍 Where to find this module?
Settings > My preferences


Introduction #

User preferences allow each user to customize their experience in Kafinea: display language, time zone, date format, currency, etc. They are accessible from My profile > Preferences or via Settings > User management > Users (for an administrator).


1. Available settings #

Language and localization #

  • Language: the display language of the interface (French, English, etc.)
  • Time zone: the time zone used for displaying dates and times
  • Date format: the display format for dates (dd-mm-yyyy, mm-dd-yyyy, etc.)

Currency and numbers #

  • Currency: the default currency for the user’s operations
  • Thousands separator and Decimal separator: the formatting of numbers
  • Number of decimal places: the number of digits after the decimal point

Display #

  • Number of records per page: the number of rows displayed in lists
  • Theme: the visual theme of the interface

Email signature #

  • The signature automatically added to emails sent from Kafinea

2. Default vs individual preferences #

Preferences are defined at two levels:

  • Default: the values defined by the administrator, applied to new users
  • Individual: each user can modify their own preferences, which override the default values

3. Frequently asked questions #

How to change the interface language?
Access your preferences via My profile > Preferences, modify the Language field and save. The change is immediate.

Can an administrator modify another user’s preferences?
Yes, from Settings > User management > Users, the administrator can access any user’s record and modify their preferences.

Does the date format affect exports?
The date format in preferences only affects the display in the interface. Exports (CSV, PDF) may use a different format depending on the configured template.


Related references 🔗 #

  • Users
  • Languages and translations
Index
  • Introduction
  • 1. Available settings
    • Language and localization
    • Currency and numbers
    • Display
    • Email signature
  • 2. Default vs individual preferences
  • 3. Frequently asked questions
  • Related references 🔗

An all-in-one software designed for SMEs. Take advantage of the automation capabilities and flexibility of our business management platform to make work easier for all your employees.

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Electronic invoicing compatible solution
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FINANCE

Accounting
Audits & KPIs
Invoicing
Purchases

MANAGEMENT

Documents
Inventory Management
Maintenance
Project Management

HR

Absence Management
Employees
Recruitment
Timesheets

CUSTOMER SERVICE

Interventions
Service Contracts
Tickets
Warranty Tracking

SALES

CRM
Points of Sale
Sales Automation
Subscriptions

© 2026 Madiasoft - Kafinea

24 rue Louis Blanc, 75010 PARIS, France

+33 1 70 06 05 41

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  • Features
    • Finance
      • Accounting
      • Audits & KPIs
      • Invoicing
      • Purchases
    • Management
      • Documents
      • Interventions
      • Inventory Management
      • Project Management
    • HR
      • Absence Management
      • Employees
      • Recruitment
      • Timesheets
    • Customer Service
      • Maintenance
      • Service Contracts
      • Tickets
      • Warranty Tracking
    • Sales
      • CRM
      • Points of Sale
      • Sales Automation
      • Subscriptions
    • Cross-Features
      • API
      • Electronic Signature
      • Extranet
      • Workflows
  • Pricing
  • Login
  • Discover the demo