Pandle has developed a range of bookkeeping tools to help you manage the financial aspects of your business. You can access these features from the Tools menu in Pandle.
To avoid making things complicated, you'll only see these options in the menu if you have the feature turned on. You can enable features by going to 'Company Settings'.
Select the 'Financial Info' to see a list of options.
Our project handling feature allows Pandle Pro users to access specific financial reporting for each job or project undertaken. This feature is great for contractors or anyone who works on a job by job basis.
The project handling report enables you to keep a close eye on the finances for each project, ensuring invoices have been paid in time and giving you clear visibility of the profit or loss you make on each job.
To learn more about the projects report click here.
If you regularly invoice the same customer for the same amount then Pandle's Recurring Transactions feature will be able to automate this process for you. This feature is great for service-based businesses who charge their customers regular monthly fees.
To learn how to set up Recurring Transactions click here.
This feature allows Pandle Pro users to upload pictures of their receipts or invoices and attach them to their relevant transactions, so you can keep all of your financial records in one place.
To learn more about Receipt Uploads click here.
Notes allows users to create notes and attach them to transactions, bank accounts, customers, suppliers, categories and invoices - pretty much anything in Pandle!
Users are also able to see an overview of all the notes created from the Tools menu. From here users can create general notes and filter or search for notes they have previously created.
To learn more about Notes click here.
Items feature enables businesses who buy and sell equipment or other products and/or services to quickly and easily record their transactions.
You can create 'items' for your products or services and then use them to automatically populate invoice details and, where applicable, update stock levels.
To learn more about Items click here.