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Pandle Partners

Pandle Partners

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

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11 articles in this collection
Written by Liam Yapp
Tutorial videos

Setting up your Partner account

Video
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Written by Liam Yapp
Updated over a week ago

An overview of your Partner account

Video
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Written by Liam Yapp
Updated over a week ago

Mastering transactions in your Partner account

Video
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Written by Liam Yapp
Updated over a week ago
Managing clients

Inviting your clients to use Pandle

Article
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Written by Liam Yapp
Updated over a week ago

Adding your clients to Pandle

Article
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Written by Liam Yapp
Updated over a week ago

Providing your clients with access to their Pandle account

Article
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Written by Liam Yapp
Updated over a week ago

How to switch between your clients' companies

Article
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Written by Liam Yapp
Updated over a week ago

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

Article
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Written by Liam Yapp
Updated over a week ago
Managing your staff

How to add new staff users to your Partner account

Article
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Written by Liam Yapp
Updated over a week ago
Managing your clients' accounts

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

Article
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Written by Liam Yapp
Updated over a week ago

Bulk editing your clients' transactions

Article
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Written by Liam Yapp
Updated over a week ago