Why is it that pens disappear or stop working when the phone finally rings with the important call? Having the right tools when you need them most makes life so much easier, which is why we’ve made some changes to the Quick Links menu in Pandle!
Using Quick Links to get around
Quick Links live in the navigation menu of Pandle so you can create new documents and enter transactions quickly, no matter which screen you’re using at the time. It’s just one of the many ways that Pandle helps to speed up the bookkeeping process for you.
Everyone has different needs though, and there might be some tools in Pandle that you use more than others. We thought that rather than listing everything in one great-big-massive-giant-mega menu, you might like it if we built a feature that lets you choose your own Quick Links. So, we did. Ta-da!
Selecting your own Quick Links
The update means you can now customise your Quick Links menu, as well as seeing our pre-loaded quick-create options. First you will need to navigate to any screen or tab in your Pandle account, then simply open the Quick Links menu and select ‘Add This Page’ to include it in the list of options.
Pandle will save your selections at the bottom of the Quick Links menu, showing them in the order that you select them.
Then all you need to do in future is select them from the Quick Links menu to go directly to that page. Now that’s what we call getting straight to the point.
If you change your mind about your options (or you accidentally make a rogue selection – like my manager when he hired me), just click the bin logo alongside the feature name to remove it from the list.
Don’t worry, this won’t remove it from your Pandle account completely, just from the menu! Pandle will also show you an alert, just to make sure. Now, has anyone seen our pen?