Pandle

If you don't use automatic bank feeds to enter new bank transactions into Pandle, then using File Imports is another way to enter transactions without lots of manual data entry.What banks and institutions are supported by Pandle File Imports?Pandle already has built-in default formats for most main banks, or you can create your own custom file import format in order to upload bank statements into Pandle from any bank.These file import formats tell Pandle what each column of information means in the file that you upload, so that the software can create transaction records for you.What type of file can I use?You will be able to choose what type of file to save your bank statement as when you download it from the bank. Select the file type ".CSV UTF-8" to save your bank statement.Using File Imports to enter bank transactionsYou can start a new File Import either through the Quick Links menu, or through your Banking screen.To use the Quick Links menu, click the 'Quick Links' icon in your Pandle navigation, and select 'New Bank Transaction'.To access it through the Banking menu, click 'Banking' in your Pandle navigation, and select 'Bank Accounts'.Then click the 'Enter Transactions' button.Use the dropdown menu in the pop-up box to select the bank account you are entering transactions for, and click 'Enter Transactions'.This will take you to the 'Bank Entries' screen for File Imports. It will show a list of any previous imports uploaded into Pandle.Click 'File Import'.On the upload screen:Click 'Save And Upload' to import your file, or 'Cancel' to return to the Bank Entries screen.Confirming your transactionsThe upload may take a few moments depending on the size of the file. Once complete, you'll be able to check and confirm your transactions into Pandle from the Bank Entries screen (or learn more about

Telling Pandle how to categorise transactions.For instance, if you regularly have a high volume of transactions relating to a particular supplier, and they are always for the same category and tax code, you can set up a bank rule to process them for you.Our guide to setting up Bank Rules explains the process in more detail, but you can use specific transactions to help you set up Bank Rules in order to treat future transactions the same way.Click the 'More Actions' icon in the Actions column.How do I deal with customer overpayments?There may be times you enter a Customer Receipt transaction into Pandle and the customer has overpaid you (i.e. the amount you receive is more than the amount have invoiced the customer).For example, if the outstanding amount on a client's account is £50, but they pay you £60, Pandle will automatically populate the overpayment field to show the £10 difference.The overpayment will be saved on their account. The next time you invoice the customer, the overpayment will be deducted from their balance in Pandle automatically.What if I overpay a supplier?If you overpay one of your suppliers, Pandle will automatically calculate the difference between your supplier invoices and supplier payments (similar to how customer overpayments work in the previous section).The difference will then show on the supplier's account in Pandle, and will be automatically offset against the next invoice from them that you enter. That way you won't over pay them!Confirmed transactionsThe 'Confirmed' tab will show a list of transactions you have checked and confirmed in Pandle for this account.You can attach documents, make any changes (for example, if you enter the wrong category), delete transactions, and create Bank Rules using the icons in the 'Actions' column.Search for confirmed transactionsYou can search for specific transactions quickly by entering information into

Setting up Bank Rules to automate this process).Check and confirmClick the 'Check & Confirm Transactions' button next to your file import.Select the 'Check' tab. A counter icon will show how many transactions are waiting to be checked.Some information will be filled in automatically using the data from your file import, but you will need to provide other details to confirm your transactions and save them in Pandle. For instance, by selecting what type of transaction it is.Complete each column, and click the 'Confirm' check box. You won't be able to tick transactions with incomplete data, and you will see a warning icon if you hover over the box.Then click 'Confirm Checked' to confirm your transactions.Ignore a transactionClick the 'Ignore' icon next to a transaction to ignore it.Click 'OK' in the popup confirmation box to continue, or cancel to close the confirmation box without ignoring the transaction.The transaction will be moved to the 'Ignored' tab.​You can send it back to the Check tab by clicking the 'Restore' icon in the 'Actions' column.Split a transaction between different categoriesClick the 'Split' icon in the Actions column for the relevant transaction.Confirm the categories to split the transaction between. You can add more categories by clicking the 'Plus' icon. Click 'Save' to split the transaction, or 'Unsplit' to return to the checking screen. Read our guide to Split Transactions.Add an attachment to a bank transactionTo attach a document to a bank feed transaction, click the 'More Actions' icon in the Actions column.​Then select 'Attachments' from the menu.You can either select documents already uploaded into Pandle from the 'Link To An Existing File' tab, and click 'Done' to confirm.Or upload or capture new documents by clicking the 'Upload A New File' tab.Set up a new Bank RuleBank Rules help to automate more of your bookkeeping by

Else you think will bolster the function and purpose of your business plan. If you’re being vague, explain whyYou might have confidential details or sensitive information that you aren’t able or willing to share in your business plan, especially in the early stages.If this is the case, it’s important to point this out and justify any vagueness. If you don’t, you run the risk of it being mistaken for a lack of substance or oversight.If an investor says that access to confidential information is a deal-breaker and you’re willing to make them privy, you can always ask them to sign a Non-Disclosure Agreement (NDA). This will legally bind them against sharing your sensitive information anywhere. Have your business plan checked overOnce you think you’re done with your business plan, the next thing you need to do is run it past a few people to check everything makes sense, and that there are no mistakes or missing information. They might be: A friend or family member: Ask for an honest opinion from a non-business perspective, which can help ensure good readability and comprehension An accountant: They will play a pivotal part in making sure all of the financial figures and metrics add up – literally Someone to proofread it: To weed out any typos, grammatical errors or formatting faux pas. No room for this in your budget? Check out free online tools like Grammarly Learn more about using Pandle to make business accounting easier. Create an account today and decide what to do with all the extra time you get back. Elizabeth Hughes A content writer specialising in business, finance, software, and beyond. I'm a wordsmith with a penchant for puns and making complex subjects accessible.