Partenio Help

The most important features and answers at a glance.

Projects & tasks

  • ·Projects are larger initiatives with chat, tasks, costs, photos and hours.
  • ·Any member can create projects. Editing is allowed by app admins or the creator.
  • ·Tasks: open → taken → done. Any member can take on a task.

Work hours & balance

  • ·Recorded hours count immediately towards the work balance of the selected year.
  • ·The CHF balance value is an internal comparison value – not a wage, no payout.
  • ·Balance per group: actual hours vs. target hours (total hours × share %). The sum of differences is 0.

Expenses

  • ·Only record expenses you paid yourself on behalf of the community.
  • ·Status: submitted → approved → paid (or rejected/cancelled).
  • ·Editing is only possible in the "submitted" status. Approving/paying is reserved for the finance admin.

Finances & payment runs

  • ·Finances are a management tool – not a bank account representation.
  • ·Payment runs bundle approved expenses and export an ISO 20022 pain.001 file.
  • ·The actual payment is made in your e-banking. Partenio does not execute payments.

Members & roles

  • ·App admins manage members, groups, settings, roles and subscription.
  • ·Finance admins can approve expenses and manage payment runs.
  • ·Members cannot change their own role.

Trial & subscription

  • ·30 days free trial from organization creation – cannot be restarted.
  • ·Plan selection during trial: remaining time stays, nothing is charged today.
  • ·After expiry: data remains readable, new entries are locked until a subscription is active.

Privacy & tenant isolation

  • ·Each organization has its own strictly separated data area.
  • ·Partenio does not store card data – payment is processed via Paddle.
  • ·Data from different organizations is never mixed.

Mobile & PWA

  • ·Partenio runs in the browser on iPhone and Android – no app installation needed.
  • ·Add to home screen: browser menu → "Add to Home Screen".
  • ·Optimized for mobile use with bottom navigation.

House rules & shared rules

  • ·App admins create binding internal rules and publish them as a version.
  • ·Published versions are immutable – changes create a new version.
  • ·Members acknowledge each version individually. The acknowledgement status is visible to admins.

Frequently asked questions

How do I create a project?

Under Projects → "New project". Any member can create projects.

Are work hours a wage?

No. The CHF value is an internal comparison value and not a payment obligation.

Who can approve an expense?

A finance admin. Once approved, the approval cannot be reversed.

Can I change a paid expense?

No. From "approved" onwards, no content changes are possible.

What happens after the 30 trial days?

Data remains readable, new entries are locked (restricted mode) until a subscription is active.

Do I need to provide a credit card immediately?

No. The trial is free. A card is only needed when choosing a plan.

Can I cancel at any time?

Yes, via the Paddle portal. The subscription ends at the period end.

Is data from different organizations separated?

Yes, strictly. There is no cross-tenant data sharing.

How do "House rules" work?

Under House rules, an app admin creates a rule, publishes it as a version and has members acknowledge it. Changes are saved as a new version – old versions remain immutable.

How do I sign out?

Menu → Sign out. You will be redirected to the public landing page.

No answer found?

If you can't find a suitable answer in the help, our support team will be happy to help.

Contact support
General inquiries: info@partenio.appSupport: support@partenio.app

Partenio – a product by Bürgin Creations