Toggle on/off, drag to reorder, or add your own custom columns.
Create and manage user accounts. Each user is tagged for the tool they sign in to. (The Partner Portal is being retired — legacy “Partner Portal” accounts sign in to the ATENCO Partner Manager at partners.atenco.com.tw.)
| 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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