Frequently Asked Questions

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

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27 articles in this collection
Written by Lee Murphy, Liam Yapp, Sean Foster and 3 others

Set Up

Can I have multiple companies in Pandle?

Written by James Carver
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 mark invoices as paid?

Written by Liam Cullen
Updated over a week ago

How much does it cost to use Pandle Pay?

Written by Chris Keenan
Updated over a week ago

How do I edit an invoice with a payment attached?

Written by Liam Yapp
Updated over a week ago

How do I edit customer or supplier details?

Written by Sean Foster
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

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

Why does my Pandle bank balance 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 James Carver
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 accounts 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 Sean Foster
Updated over a week ago

What is the year end process in Pandle?

Written by Lee Murphy
Updated over a week ago

VAT

Why are older transactions being included in my VAT return?

Written by James Carver
Updated over a week ago

How can I reclaim VAT on expenses before registration?

Written by James Carver
Updated over a week ago

General

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

Written by Liam Yapp
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 Sean Foster
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