Company Account

Created by Robyn Johnson, Modified on Fri, 30 Oct at 10:36 AM by Robyn Johnson

Company Account 

Audience: All users view; Admins edit | Category: Account

Open from the avatar menu → Account.

What is recorded

Legal name, DBA, customer number (assigned by Flint, read-only), EIN, regulation number, contact details, address and time zone.

Time zone

The time zone decides when "today" starts for the daily limit, so set it to where your business operates. Dashboard totals are counted in this time zone.

Configurations (Admins)

Under Configurations an Admin can:

  • mark the company as a branch (with parent customer and branch number)
  • turn on the merchant account
  • pick the workflow used by mobile and hardware scanners
  • choose the primary account

Logos

Upload one logo for dark mode and one for light mode. It replaces the company name in the top bar.

Only Admins can edit; everyone else sees the values.

Related articles

  • Dashboard Summary Cards & Limits
  • Troubleshooting: Dashboard & Accounts

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