Summer is in full swing, and so are we! This time around we’re offering up another feature for our balance checking arsenal; PayPal Feeds. Well, we couldn’t really leave PayPal out, could we!
After hearing positive feedback from people who have been using the feature with their Stripe and Bank Feeds, we’re delighted to round off this work by bringing the feature to our PayPal Feeds as well.
Account for PayPal transactions more easily
Including PayPal balance checks in Pandle means that you’ll now see an alert which indicates whether or not the balance shown in your PayPal account matches the information in Pandle.
But we didn’t stop there! If ever the balances don’t match, Pandle will show you the last date that they did match. That way it’s even easier to find and fix those pesky discrepancies between the two accounts.
It’s a real time saver. The days of scrolling through lines of transactions in Excel to reconcile your PayPal account to your bookkeeping are over. Now you can easily spot where the problem might have started, rather than comparing accounts to find the date it all went wrong!
Activating the PayPal Balance Check
For security purpose you will need to re-connect your PayPal Feed to activate our balance check feature. You’ll see the following notification on the Imported Transactions screen, prompting you to do just that:
From there you’ll just need to click ‘Reconnect PayPal Feed’, before re-entering your PayPal login credentials on the following screen.
Pandle will need a little time, around 2-3 working days, to start importing transactions again before the balance check symbol appears next to the account. If it isn’t showing after this time though, please do let us know! 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!