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Where to change an accountancy firm's access level (or disconnect them from your organisation)>
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Introduction to the Partner Portal>
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How to manage bookkeeping tasks for your clients>
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How do I add admin(s) and team members via the Pleo partner portal?>
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How to top-up a client's Pleo Wallet>
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How to add your clients>
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How to verify your client's Pleo account>
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How to connect your client's Pleo account to their accounting system>
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How to add colleagues and assign them to clients>
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How to pay invoices on behalf of clients>