Balance Checks
Users will now receive an alert if the bank balance shown in Pandle doesn’t match the balance from their bank account. The alert will also show the last time that the balances did match, making it quicker and easier for users to search for and resolve any discrepancies.
Pandle users can view their Bank Feed Balance Check on the Banking tab of the Enter Transactions screen, if a user’s balance does not match, they will see this symbol next to their bank account:
It’s nothing to panic about, it’s just there to let users know it needs some attention.
Simply hover the mouse over the warning triangle and an information box will pop up showing the date the balances last matched, so users know when to begin comparing bank statements to their confirmed bank transactions in Pandle.
A tick symbol next to a user’s bank account will indicate that the balances currently match. Hooray!
Whilst checking and confirming transactions for each bank account, the balance status is also shown at the top of the screen, as seen below. This example shows that the balances match – mission accomplished!
