Category "Quick Guides"
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This year you can look forward to more frequent Partner Platform updates.This page covers the first installment of enhancements included in the Partner Platform 2020.1 Update. Your agency will not have to take any action to receive this update […]
This QuickGuide explains different QuickGuides and reports that are common for Month End & Year End Closing and information an accountant may request.
This QuickGuide explains how to clear old invoices from the Account Current Reconciliation in Partner Platform.
This QuickGuide explains how credits and debits effect different accounts on the chart of accounts in Partner Platform.
This QuickGuide explains how to run an Income Statement in Partner Platform (also includes instructions for when Branch Accounting is enabled).
This QuickGuide explains how to run an Aged Receivables report in Partner Platform.
This QuickGuide explains how to run a trial balance report in Partner Platform.
This QuickGuide explains how to run an Account Transactions report in Partner Platform.
This QuickGuide explains how to create a vendor payable report from Partner Platform to determine which vendors need to be sent a 1099 form.
If enabled in the Portal Settings, documents can be shared from a Client’s Profile to the Client Portal. This QuickGuide explains how to share and remove documents from the Client Portal.
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