Use the Preferences Tab

Open Preferences to manage app-wide appearance, formatting, update notification, navigation, and getting-started settings.

Purpose

Use this workflow when you want to review or change how SPRK looks and behaves for your user profile across the app.

Prerequisites

  • You are signed in to SPRK.
  • The active company shown in the sidebar is the company you intend to use while validating context-sensitive pages.

Steps

  1. Confirm the sidebar company selector shows the company you expect before you continue.
  2. Open Preferences from the System section in the sidebar.
  3. Review the Appearance card:
  • Use the theme toggle to switch between light and dark mode.
  • Adjust UI scale if you need larger or smaller interface sizing.
  1. Review the Formatting card:
  • Choose a Number format.
  • Choose a Currency format.
  • Choose a Date format.
  • Choose a Decimal data entry style.
  1. Review the Updates card and choose the automatic update frequency you want.
  2. Review the Navigation card if you want to tailor the sidebar layout later.
  3. Review the Getting started card if you want the dashboard tour to appear again.
  4. Save preferences when you finish.

Expected Result

Your user-level preferences are applied across the SPRK app, including display, formatting, and update prompt behavior. Current general ledger impact as of 2026-05-04:

  • Changing preferences does not create, edit, or delete a journal entry.
  • Display and formatting updates change how information is shown to you, not the underlying transaction amounts.
  • Resetting the getting-started tour affects onboarding prompts only and does not change company books.

Common Mistakes

  • Treating Preferences as a company setup page instead of a user-level settings area.
  • Assuming number or currency display choices recalculate posted balances.
  • Leaving the page before saving after making changes that are not auto-saved.

Info

  • App sections: preferences
  • Last validated: 2026-05-04
  • Screenshot status: not-started