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5 articles · Organization, integrations, vendor links, exports.

Organization

1 article

Organization settingsBusiness name, time zone, logo and the wording on your quotes. Payment terms are set per Invoice, not here.Web

Integrations

1 article

Connect an integrationStripe, Plaid, Gusto, Addigy, Pax8 and Jira, each connected once for the Org. What each one is for, and what Pippin does with it.Web

Vendor Links

2 articles

Understand Device ExceptionsA device Apple Business Manager and your MDM disagree about — where the disagreement changes what a Client is billed. Four kinds, and only two of them need chasing.Web Link a Client to Addigy or Pax8A Vendor Link maps one Client to its account in one Vendor System. Refreshing records an Observed Count, and the count drives the billing.Web

Export

1 article

Export your booksOne Export — a section or everything — readable by a person and complete enough to rebuild from, attachments included. Schedule it and there is no separate backup to keep correct.Web · Mac