Pandle Update: Auto Checking Imported Bank Transactions

Remember that time you were 17 episodes deep into a Stranger Things binge and Netflix decided to buffer on you? Yeah, delays can be annoying, no matter how minor they are.

But we understand that here at Pandle. That’s why we’ve been working hard behind the scenes to improve our Banking features. So that you can carry on with your bookkeeping, safe in the knowledge you won’t be running into any unnecessary delays.

So, get your popcorn ready and we’ll run you through it.

Automatically checking Bank Transactions

Earlier in the year we brought back our bulk confirm bank transactions feature, enabling you to confirm all your imported transactions in one fell swoop, rather than individually.

Our latest update takes confirming these bank transactions to the next level. Gone are the days of manually checking individual transaction before being able to confirm them in to Pandle.

Now when you import transactions, Pandle will automatically mark them as checked for you, as long as they have all their required fields selected.

So next time you import your transactions, or have Pandle import them for using our bank feeds once they have a category selected (and a project if you use our Projects feature), then Pandle will automatically check them for you!

Then all you’ll have to do is hit confirm checked.

The only problem you’ve got now is finding ways to spend the time we’ve saved you!

Bank Rules sped up

As you should know by now, we’re always on the hunt for ways to minimise the time you have to spend on your bookkeeping.

That’s why in this update we’ve also remapped the saving process for bank rules within the Imported Transactions screen.

This means you can now create and save changes to your bank rules from the imported transactions screen quicker than ever before!

And that’s all folks…or is it? Guess you’ll have to find out in the next episode.

Learn more about Pandle’s time-saving bookkeeping tools and features, or create your free account now.

Ronan Ferguson

Marketing Executive and Part-Time Copywriter. When I'm not working, you'll likely find me in an MMA gym, or knocking balls around with a wooden stick on a green baize.

Notify of
Inline Feedbacks
View all comments