Toggle on/off, drag to reorder, or add your own custom columns.
Create and manage user accounts. Each user is tagged for MetaPlan Manager, Partner Portal, or both.
| Access | Created | Last Sign In | Actions |
|---|
MetaPlan's end-user customers. Separate from Zoho.
| Company | Contact | Phone | City | Orders |
|---|
Upload a CSV file to bulk-create account statement entries.
date, customer_name, type, amount, currency
description, reference, category, due_date, status, notes
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