Pandle Update: Easily Identifying Bank Transactions

You know that feeling of satisfaction when things are just working perfectly? Well, that’s exactly how we want you to feel about your bookkeeping, too!

To make it as easy as possible for you to manage your business accounts, we’ve developed some new functions in our Banking tools. Just think of them as a few more cherries on top of the cake.

These latest updates mean it’s even easier to keep an eye on your banking transactions, as well as avoiding any nasty mistakes which would cause problems in the future. So, what’s new?

Easily check which bank account a transaction relates to

Pandle simplifies banking by cutting out the need for manual bank reconciliation. That said, it’s still essential that you can quickly access financial insights whenever you need to. Like when someone’s on the phone waiting for answers, or if you need to make a snap decision that’s important for your business.

With this in mind, we’ve developed a new function to save you a bit more time and effort, helping things move a little smoother. Now when you hover over a transaction in Pandle, you’ll see which bank account it relates to without having to click away.

No more delving deep into the data trenches – the information is right where you need it. Simply go to View Transactions as normal, and hover the mouse over a transaction to check which bank account it’s from.

Pandle Update: Easily Identifying Bank Transactions

Reduce the risk of banking errors

Despite the leaps and bounds that technology has made, time travel is still but a sci-fi dream. In bookkeeping terms, recording transactions as taking place in the future can only cause problems (just ask your accountant).

To help reduce the risk of time travelling errors, Pandle now prevents users from uploading Bank Imports which contain transactions dated in the future.

Rather than spending time trying to find those weird and wonderful mistakes, you can spend less time worrying, and more time working on the business.

After all, that’s what it’s all about!

Learn more about Pandle’s time saving features for small business bookkeeping. Get started with your free account today.

Liam Yapp

Marketing Executive and Part-Time Copywriter. If I'm not working on our next big marketing push, you'll probably find me outside, basking in the sun and walking the dog.

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