Frequently Asked Questions

Simple answers to those quick questions you've been wondering about

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38 articles in this collection
Written by Lee Murphy, Liam Yapp, Liam Cullen and 5 others

Set Up

Can I have multiple companies in Pandle?

Written by Beth Jackson
Updated over a week ago

How do I transfer to Pandle from my existing system?

Written by Liam Yapp
Updated over a week ago

How do I enable my Pro features?

Written by Liam Cullen
Updated over a week ago

Customers/Suppliers

How do I edit supplier details?

Written by Sophie Bartley
Updated over a week ago

How do I mark invoices as paid?

Written by Liam Cullen
Updated over a week ago

How much does it cost to use Pandle Pay?

Written by Beth Jackson
Updated over a week ago

How do I edit an invoice which has a payment attached?

Written by Liam Yapp
Updated over a week ago

How do I edit customer details?

Written by Liam Yapp
Updated over a week ago

How do I write off an invoice to bad debt?

Written by Liam Yapp
Updated over a week ago

Banking

How do I refresh my Bank Feed?

Written by Georgia Clayton
Updated over a week ago

Do you have integrations for challenger banks?

Written by Liam Yapp
Updated over a week ago

My bank feeds have stopped working. How can I fix this?

Written by Lee Murphy
Updated over a week ago

My Bank Balance In Pandle Does Not Match My Bank Statement Balance

Written by Lee Murphy
Updated over a week ago

Why do I need to keep refreshing my bank feed?

Written by Liam Yapp
Updated over a week ago

How do I remove automated bank feeds?

Written by Beth Jackson
Updated over a week ago

How do I process a bank transfer?

Written by Liam Yapp
Updated over a week ago

How do I show Stripe or PayPal transactions in Pandle?

Written by Liam Cullen
Updated over a week ago

Categories

Is It Possible to Edit or Delete Categories?

Written by Liam Yapp
Updated over a week ago

Reports

How do I complete my accounts and tax return in Pandle?

Written by Liam Yapp
Updated over a week ago

What is the year end process in Pandle?

Written by Lee Murphy
Updated over a week ago

VAT

Showing the Temporary VAT Rate in Pandle

Written by Beth Jackson
Updated over a week ago

Does Pandle support the domestic reverse charge in the UK?

Written by Liam Yapp
Updated over a week ago

What are the Brexit changes in Pandle?

Written by Beth Jackson
Updated over a week ago

Why are older transactions being included in my VAT return?

Written by Beth Jackson
Updated over a week ago

How can I reclaim VAT on expenses before registration?

Written by Beth Jackson
Updated over a week ago

Items

How does the value of my stock items work?

Written by Liam Yapp
Updated over a week ago

What if I buy products that I don't want to include in my stock level?

Written by Liam Yapp
Updated over a week ago

I sell products, but I don't want to use Pandle for my stock control. What do I do?

Written by Liam Yapp
Updated over a week ago

Do I have to use Items?

Written by Beth Jackson
Updated over a week ago

General

How do I delete a payment from an invoice?

Written by Joshua Kilic
Updated over a week ago

How do I upgrade to Pandle Pro from the free Pandle plan?

Written by Liam Yapp
Updated over a week ago

How do I lock transactions in Pandle?

Written by Joshua Kilic
Updated over a week ago

What can't Pandle do yet?

Written by Liam Yapp
Updated over a week ago

How do I cancel my account?

Written by Liam Yapp
Updated over a week ago

How do I downgrade from Pandle Pro to a free Pandle account?

Written by Liam Yapp
Updated over a week ago

How long does Pandle store my data for?

Written by Lee Murphy
Updated over a week ago

How secure is Pandle? How safe is my data and where is it kept?

Written by Daniel Sanders
Updated over a week ago

Is there a limit to the transactions I can enter or the users I can add?

Written by Liam Yapp
Updated over a week ago