Getting Started with Accounting in Partner Platform
Use this section to understand learn general accounting navigation and dive into navigation of the Client Ledger.
About this course
Use this on-demand training guide to understand:
- Learn the layout of the Accounting Homepage and what each section houses.
- Learn how to Access the Ledger from all locations within Partner Platform and which is the best way for your business.
- Understand how to read the Ledger when Transactions are added.
- Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
- Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
- Support Articles: Designed to answer workflow questions by providing step-by-step instructions.