Notes

Like to create reminders to stay organised? In Pandle you can add both general notes and notes attached to specific transactions, bank accounts, customers, suppliers, categories and invoices.

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Stay organised

Pandle Notes help you keep your bookkeeping in order by giving you the ability to attach a note to anything in Pandle. To remind you if any further action needs to be taken.

Never forget a thing

Any updates to invoices or payments are easily managed within Pandle’s audit trails. Notes can also then be used to add more detailed information.

Work closer with your accountant

In Pandle your accountant can access your accounts remotely in real time and view any notes you’ve attached to transactions – meaning working with your accountant has never been easier.

Seamless visibility

All the notes you create are organised chronologically on the Notes page. You can quickly flick between them, filter or find a particular note using the search function.

 

You might also want to look at…

Receipt Uploads Pro

Snap photos of receipts and assign them to transactions.

Unlimited Users Pro

Easily add as many users as you like to your account.

Quotations

Accept, decline or convert your quotes to invoices.

Message Centre Pro

Quickly message the other users of your account.

Transfer to Pandle

Need help transferring from your current accounting software?

Check out this article or contact our support team by emailing support@pandle.com.

 

Looking for more information?

Invite your bookkeeper or accountant

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How to use notes in Pandle

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