Running a corporate service provider on SnapLedger

Opening

Why corporate service providers run on SnapLedger

2:49

Lesson 1

One login, two profiles

• Set up your firm's company profile
• Add a Partner profile under the same login
• Move between them with Switch Profile

2:15

Lesson 2

Your team: operator seats

• Invite an operator and choose their rights
• How they accept, with their own login
• Change, pause or remove access

1:40

Lesson 3

Snappy PM: run a client engagement

• Add a project for a new client
• Capture what the client asked for
• Keep their papers and the plan in one place

2:02

Lesson 4

Quotations: quote, send, approve, invoice

• Quote a client from the project
• Send it by email, from SnapLedger
• Mark it approved and turn it into an invoice

2:02

Lesson 5

The Runner: receipts from the field

• Create a role with one button
• Add your PRO to the project as its Runner
• Approve what they upload

1:38

Lesson 6

Cash accounts (CashPot)

• Create a cash pot
• Record cash a client pays
• Settle receipts paid from the pot

1:38

Lesson 7

Statements of account

• Read a project's statement
• Download and file the SOA
• Make a statement for any client and period

1:02

Lesson 8

Reconciliation: the bank and the books

• See the matches SnapLedger makes
• Attach a receipt to a bank line
• Lock a month once it's done

1:52

Lesson 9

The Partner Portal: your clients

• Add a client
• Set up the client's books
• Move between clients with Switch Role

1:20

Lesson 10

Who keeps the books: your team or Daoile

• Add your accountants, or a partner's staff, to your partner team
• Make a team admin
• How their day works

2:07