Summer is in full swing, and so are we! This time around we’re back with the final balance check addition for our PayPal Feeds. Well, we couldn’t really leave PayPal out could we!
After hearing positive feedback from people who have begun using the feature with their Stripe and Bank Feeds, we’re delighted to be rounding off this work by bringing the feature to our PayPal Feeds as well.
PayPal Feed Balance Checks
The inclusion of balance checks for our PayPal users means that they will now see an alert next to their account in Pandle, to indicate if the balances currently match or not.
But we didn’t stop there! If the balances do not currently match, then Pandle will also let users know the last date they did match, making it even easier for users to locate and resolve the discrepancy between the two accounts.
This means no more scrolling through the lines of transactions in Excel, comparing each one between both accounts to find the date it all went wrong!
Activating the PayPal Balance Check
For security purpose users will need to re-connect their PayPal Feed to activate our balance check feature. From the Imported Transactions screen they will now see the following notification prompting them to do just that:
Then from here users will need to click ‘Reconnect PayPal Feed’ before re-entering their PayPal login credentials on the following screen.
Pandle will need a little time following this to start importing transactions again before the balance check symbol appears next to the account. So please allow 2-3 working days for this to appear.
If it isn’t showing after this time though, please feel free to contact one of our team via our Live Chat feature in Pandle or by emailing firstname.lastname@example.org.
We hope this small but mighty feature helps users to improve the accuracy of their bookkeeping records, whilst vastly reducing the time it takes to fix any potential discrepancies. If you have any feedback on the feature, drop us a comment below!