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Getting started

5 articles · Sign in, the dashboard, roles, and what a Client is.

Setup & sign-in

1 article

Sign in to PippinType your email and Pippin offers the ways your Org allows: a sign-in link, a passkey, Microsoft, or your Org's own identity provider.Web · Mac · iPad · iPhone

Dashboard

1 article

Arrange dashboard widgetsSix sizes on a six-column grid. Enter edit mode to move, resize, add and remove; the layout is yours, not the Org's.Web · Mac · iPad · iPhone

Members & roles

1 article

Members, Roles and permissionsPippin ships Owner, Staff and CPA, and you can write your own — a bookkeeper who enters Bills but never touches the Chart of Accounts.Web

Moving your books in

2 articles

How unpaid invoices arrive as Balance-Forward InvoicesOne new Invoice per Client standing for what they owed before Pippin, itemized by original document and dated at the Migration Boundary.Web Set your Migration BoundaryThe day your old system stopped and Pippin's books start. Every opening import is dated from it, and it locks on the first import.Web