Summit Spend Help

Help Center / Get started with Summit Spend

Set up your profile and notifications

Set your name and time zone, and choose what Summit tells you about and where.

Your profile

Go to Settings > Profile.

  • Full name is how your name shows on approvals, comments and reports.
  • Time zone sets the dates and times you see in Summit, and your quiet hours for notifications.
  • Theme switches between light and dark mode.

Your Email is what you sign in with. Only an admin can change it.

Your notifications

Go to Settings > Notifications.

  1. Under Where we reach you, choose Email, Text messages or Slack. Text messages need a phone number, which you add in Settings > Security. Slack works only once your company has connected it.
  2. Under What you hear about, tick which events reach you on each channel. Below the grid, switches turn whole kinds of notice on or off:
    • New approval requests and reminders
    • Large transaction alerts (for admins and managers)
    • Receipt and coding reminders
    • Accounting sync updates
    • Monthly spend summary

Anything your company controls is greyed out, with the reason beside it. Company-wide reminders are set by your admins in Settings > Spend controls > Reminders & alerts.