Skip to main content

Accounting Partner Console Overview

This article gives an overview of the accounting partner console and relevant features found there

The Accounting Partner Console is a centralized place where you can manage your client team accounts, users, automations, and connections.

Navigating between teams You can quickly switch between teams by clicking the menu in the upper left-hand corner and selecting a team from the drop-down — or by viewing all your teams at a high level from the Overview page.

Overview

Teams Tab

High level overview of all your VRPlatform teams, listing counts, and the status of each team.

  1. Filters — filter teams by status, and by product when applicable.

  2. Go to Team — takes you directly into that team's account.

  3. Ellipses menu (⋯) — click the three dots next to a team for additional options:

    • Team Settings

    • Suspend Team — disables VRPlatform access for the Property Manager and Owners until it's reinstated by the accounting partner. This works as a lever for the accountant when there are issues with client payment.

    • Remove from Console

    • Delete Team

  4. Create a Team — the Overview page is also where you'll find the option to create a new team (covered in a separate article).

Users Tab

View and manage all users across the teams in your console, broken out by Property Managers, Owners, and users without a team.

Your Team

This is where you can manage the team members for your accounting practice and see their access by team.

Roles

  • Both Admins and Users have full access to use the platform.

  • Only Admins can invite and remove other team members.

Inviting a team member

  1. When you invite a new team member, they'll receive an email with a special link to create their login.

  2. Once they've set a password, they can log in with the email they were invited with at portal.vrplatform.app.

  3. Once logged in, team members can access the console and begin creating or managing teams.

Partner Billing

See the teams on your account and their active listings.

  • Download a report as a CSV file.

  • Download an invoice, if one is available.

  • View a previous month by changing the date selection.

  • Filter at the top of the page to narrow the view to specific teams.

Refer to our guide on how partner billing works for more information.

Connections

Centralized dashboard where you can see the connection status for the PMS, Accounting System, Airbnb, and Stripe by team.

  • Filter the table by team, by specific app, and by connection status.

  • Upgrade Needed tab — shows which connection issues still need to be resolved.

Statements

Provides an overview of owner statements for your teams, filterable by product, by month, and by status. When applicable, tax statements will also appear here.

Help & Support

  • Help and support chat — click the link to open our in-app chat, available 24/7.

  • Report a technical issue — if you're experiencing a technical issue, you can report it directly to our team from here.

Settings

To access more settings, click the three dots (⋯) next to your name and select Settings.

Personal

  • Update your personal profile information and password.

Team Settings

  • Update your team name and primary contact email.

  • Manage two-factor authentication (2FA) settings.

  • Review your console billing and invoices, and update your payment method.

  • Refer to our guide on how partner billing works for more information.

API Tokens

  • Create and manage API tokens.

  • When creating a token, you can specify:

    • Token capabilities

    • Allowed IP addresses

    • Allowed parent origins

  • Revoke API tokens at any time.

  • A link to our API docs is available in the upper right-hand corner of the API Tokens page.

Logging Out

Click the three dots (⋯) next to your name and select Log Out.

Now that you know your way around the console, you're ready to start adding and managing teams. Setting up a new team

Did this answer your question?