Lunchbox

Lunchbox Payments (Finix) Onboarding

Accessing and Attesting Compliance Forms (Lunchmoney Powered by Finix)

Accessing the Payment Dashboard (Lunchmoney powered by Finix)

Payment Dashboard Navigation (Lunchmoney powered by Finix)

Reconciling Reports (Lunchmoney powered by Finix)

Changes to Fee Rounding and ACH/EFT Enums (Lunchmoney Powered by Finix)

Adding An Additional Payment Instrument (Lunchmoney Powered by Finix)

Marija Golubovic

Joyce D.

Mark Robert Turner

Lunchbox Payments (LB 2.0)

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Create your workspace and invite the people you work with.

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

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

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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.

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

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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.

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