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Pandle Partners
Pandle Partners
Comprehensive support for our accountants/bookkeepers, including articles and videos
+1
8 articles in this collection
Written by
Lee Murphy,
Liam Yapp,
Sean Foster
and 1 other
Managing clients
Inviting your clients to use Pandle
Article
Written by
Neil Thompson
Updated over a week ago
Adding your clients to Pandle
Article
Written by
Neil Thompson
Updated over a week ago
Providing your clients with access to their Pandle account
Article
Written by
Lee Murphy
Updated over a week ago
How to switch between your clients' companies
Article
Written by
Liam Yapp
Updated over a week ago
How to accept a request from your client to access their account
Article
Written by
Neil Thompson
Updated over a week ago
Managing your staff
How to add new staff users to your Partner account
Article
Written by
Sean Foster
Updated over a week ago
Managing your clients' accounts
How to enter end of year adjustments to your clients' accounts
Article
Written by
Liam Yapp
Updated over a week ago
Bulk editing your clients' transactions
Article
Written by
Liam Yapp
Updated over a week ago