Pocomos

company address, routing address, branch name

How do I change my company or branch name?

You can show or hide the company phone number on invoices, unpaid summaries, and other related invoice downloads.

How do I get the company phone number on our invoices and unpaid summaries?

Where do I go to upload a new logo?

What dimensions should my logo image be?

What is the purpose of the Edit Bulletin option?

Edit Bulletin

How do I add tax codes?

Tax, tax code, change tax code, replace tax code, replace a tax company wide, change tax company wide, edit tax, edit tax code.

How to change or replace a tax code for all customers to a new tax code.

User Roles & Permissions

Lance Wight

David Tribe

Aubrey Jensen

Company

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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