- Introduction to the Partner Portal
- How do I add admin(s) and team members via the Pleo partner portal?
- How to transfer funds to a client's Pleo Account
- How to verify your client's Pleo account
- How to connect your client's Pleo account to their accounting system
- How to add your clients
- Manage users in the Partner portal
- How to manage bookkeeping tasks for your clients
- Remove a client from Partner Portal
- How to pay invoices on behalf of clients
- Manage teams, clients and team members