The Categories page in Pandle shows an overview of all the categories that have been set up, and their balances. It can be particularly useful o see if your balances appear incorrect and need be analysed.

Select 'Accounting' from the menu navigation, and then click 'Categories'.

Search, sort, and filter categories in Pandle

Change the sort order for your list of categories

Select which columns to view

Export categories from Pandle

Multiple currencies and your Categories screen

Related articles

Search, sort, and filter categories in Pandle

Find specific categories by writing what you're looking for in the search box.

Filter categories

Filter your categories by clicking the 'filter' icon, and selecting which options you would like to display. For instance, to hide any categories that do not have a balance, untick the 'No Balance' filter option.

Change the sort order for your list of categories

To sort the list of categories, click the column header that you would like to sort by, or click the header again the reverse the order.

For instance, click the 'Category Type' header to sort your categories according to what type they are, such as an Asset.

Select which columns to view

You can edit which columns that you see on the Categories screen, and hide those that you don't need to.

Click the 'Column Select' button, and select or deselect the columns that you want to see.

CC

Category Code

Category

Category name

Category Type

The type of category. For example, an asset.

Status

Whether the category is currently 'Active' or 'Inactive'

Actions

Further actions for each category, such as edit or delete

Export categories from Pandle

Click the 'Export' icon in the Categories screen to export a list of categories from Pandle to your device in a .CSV file.

Multiple currencies and your Categories screen

As well as seeing a category for your base currency currency, you’ll also see a category which shows the gain or loss exchange.

A gain or a loss happens when an exchange rate changes between the time an invoice is issued, and when it is paid.

For example, if your business normally uses British Pounds (GBP), and you have a transaction in US Dollars (USD). When you view your categories table in Pandle, the gain/loss category obviously won’t include any transactions which are dated after the end of the date range that you’re looking at.

When you view a date range which includes those transactions, the gain/loss category will show any gains or losses that happened as a result of the currency exchange rate changing between the date the invoice was created, and the date the invoice was paid.

Related articles

For more detailed information on using our Banking features, please see the articles below:

How to add, edit or delete categories


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