Telleroo

Your payments go through a few statuses in Telleroo, here's what they mean.

Pay run statuses for accountants and bookkeepers

Assign separate internal reviewers, before a pay run is sent for your client’s approval.

Review a pay run before sending to clients (accountants/bookkeepers guide)

Andrew Cookson

Charlotte Russell

Steven Redmayne

Inviting clients, adding your team and managing your partner account

Using Telleroo as an accountant, bookkeeper or payroll provider

Step by step guide on inviting your clients to Telleroo

How to invite a client to Telleroo (as an accountant/bookkeeper)

Telleroo’s compliance criteria for accepting and onboarding clients

How to connect Xama to your Telleroo account

Connect Xama

Use the Xama connection when inviting a client to Telleroo

How to use Xama to share KYC documents in Telleroo

Inviting clients

Telleroo allows you to manage your team's access to client companies in seconds. Forget bank mandates.

Adding your accounting/bookkeeping team and assigning roles

How to update and delete team members in Telleroo

Editing and removing team members

Add team members to view and edit specific clients

Managing your team

The Telleroo Partner Playbook: Everything you need to know about using Telleroo for client pay runs

Getting started with Telleroo (accountants and bookkeepers)

How to roll Telleroo out internally

Identifying clients for Telleroo

Here's how Telleroo will look for your clients and an overview of the email communications they will receive.

What will my clients see in Telleroo?

Telleroo Partner Pricing

Rebecca Fowler

Using Telleroo as part of your payments service

How to setup, use and sell Telleroo!

Find answers and get help from Intercom Support and Community Experts

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