Propartners

Solutions related to our Propartners

Get Started with your Propartner Program
Set up your 1 Free Trial Client Account    Your one trial client account has already been set up for you – although you’ll need to make it your own...
Fri, 25 Aug, 2017 at 11:35 AM
Create a new client account
Adding a new client is a 30 sec job, below are the step-by-step instructions: 1. Enter the Pro-partner portal 2. Select the “Create New” button locate...
Fri, 25 Aug, 2017 at 11:48 AM
Update client's settings (submission email address, postal address, client name,... )
You can easily edit your client's plan, submission email address, postal address, client name, and international settings by simply clicking on the cli...
Fri, 25 Aug, 2017 at 11:56 AM
Change a client’s plan
Your clients are under monthly subscriptions so you can easily upgrade or downgrade your client's plan from one month to another, here is how: 1. Ente...
Fri, 25 Aug, 2017 at 12:04 PM
Manage users
To invite your staff and clients, follow these steps: 1. Enter the Pro-partner portal 2. Click the “Manage Users” button at the top of the page 3. Click ...
Mon, 18 Sep, 2017 at 3:34 PM
User Permissions/Access Levels
Whenever you add a new user in the ProPartner portal, you'll be asked what access level they should be given. There are 3 types of user permissions i...
Fri, 25 Aug, 2017 at 12:09 PM
Enter or update your billing details
Only users with Administration Staff level access can enter or update billing details. To do so,  follow these steps: 1. Enter the Pro-partner portal 2. C...
Fri, 25 Aug, 2017 at 12:47 PM
What is "pending receipts"?
The overwhelming response we got from you was that you only needed to see and action receipts that hadn’t already been processed and exported into your acco...
Fri, 25 Aug, 2017 at 2:45 PM
How do I integrate my client’s Squirrel Street account with Xero?
To view the interactive tutorial, click the link below! ProPartner Xero integration tutorial N.B If you are using the v2 integration, you no lon...
Tue, 29 Aug, 2017 at 4:29 PM
How do I integrate my client’s Squirrel Street account with MYOB Essentials?
This is how Squirrel Street's integration with MYOB works in a snapshot N.B If you are using the v2 integration, you no longer have to impo...
Wed, 31 Jan, 2018 at 11:13 AM