Pandle Partners | Pandle Help Centre

Pandle Partners

Comprehensive support for our accountants/bookkeepers, including articles and videos

11 articles in this collection
Written by Liam Yapp

Tutorial videos

Setting up your Partner account

Written by Liam Yapp
Updated over a week ago

An overview of your Partner account

Written by Liam Yapp
Updated over a week ago

Mastering transactions in your Partner account

Written by Liam Yapp
Updated over a week ago

Managing clients

Inviting your clients to use Pandle

Written by Liam Yapp
Updated over a week ago

Adding your clients to Pandle

Written by Liam Yapp
Updated over a week ago

Providing your clients with access to their Pandle account

Written by Liam Yapp
Updated over a week ago

How to switch between your clients' companies

Written by Liam Yapp
Updated over a week ago

How to accept a request from your client to access their account

Written by Liam Yapp
Updated over a week ago

Managing your staff

How to add new staff users to your Partner account

Written by Liam Yapp
Updated over a week ago

Managing your clients' accounts

How to enter end of year adjustments to your clients' accounts

Written by Liam Yapp
Updated over a week ago

Bulk editing your clients' transactions

Written by Liam Yapp
Updated over a week ago