Custom Imports


Alongside the bank import feature Pandle allows you to create your very own import templates. This allows you to upload transactions of any type


Customise your template

Want to import transactions from Amazon, eBay, your shopping cart software, payment provider or even Paypal? Simply set up the desired fields using a sample upload file, save, and away you go.

Easy upload

Once your customised import template has been created simply select it from the drop down menu, choose your file type and quickly import all your transactions into Pandle.

Reduce errors

It’s easy to make an accidental error when manually entering transactions, but with the Custom Import feature you can ensure that each transaction is entered perfectly.

Save time

Never again will you have to spend hours manually entering sales or other banking transactions, simply upload them in bulk and away you go!

Check and confirm

After you have uploaded your transactions Pandle asks you to check and confirm each one, this further enhances the accuracy of bookkeeping.

Categorise each transaction

Once your transactions are imported you can categorise each one to ensure you know exactly where each transaction has come from.

Entering transactions in Pandle

"I used to spend hours every month doing my bookkeeping, but Pandle has cut this down to just a few minutes a week."

Liam Yapp - NuCasa Ltd

Liam Yapp - NuCasa Ltd

Liam Yapp - NuCasa Ltd

"I have been using Pandle for a couple of months now, I am surprised and pleased to find out how user-friendly Pandle is in managing my accounts. I have also found Pandle to be very responsive to queries and suggestions."

Stephen Craker - Kazou Consultancy Ltd

Stephen Craker - Kazou Consultancy Ltd

Stephen Craker - Kazou Consultancy Ltd

"Pandle is so incredibly simple to use I actually look forward to doing book keeping!"

Ciaran Doran - Deep Blue Sapphire

Ciaran Doran - Deep Blue Sapphire

Ciaran Doran - Deep Blue Sapphire

"Pandle is simple, logical and a delight to use. It does everything a small business person needs!"

Caroline Collins - Handy Quine Home & Garden Maintenance

Caroline Collins - Handy Quine Home & Garden Maintenance

Caroline Collins - Handy Quine Home & Garden Maintenance

"Pandle's great, simple, user friendly and efficient, I can easily input invoices, look over costs and view who hasn't paid their invoices!"

Adam Randall - Randall Designs

Adam Randall - Randall Designs

Adam Randall - Randall Designs

"Pandle provides real-time control over your book-keeping & is a new way for small businesses to keep track of their P&L. Plus you get great online support from their accounting firm."

Mario Lombardo - NTEN Ltd

Mario Lombardo - NTEN Ltd

Mario Lombardo - NTEN Ltd

"With Pandle I can rest assured knowing my accounts are correct and in order. They also have good support for any issues I come across or when things don't make sense."

Fiona Hart - Hart in Motion

Fiona Hart - Hart in Motion

Fiona Hart - Hart in Motion

"I've been using Pandle for a few weeks now and find it very easy to use. The Pandle team are always on hand if I need any additional help."

Marcia Abbott - Insolvency & Law

Marcia Abbott - Insolvency & Law

Marcia Abbott - Insolvency & Law

"Pandle is convenient and easy to use, if I can use it anyone can! I would recommend it to all my business friends."

Sara Hill - Turftops Ltd

Sara Hill - Turftops Ltd

Sara Hill - Turftops Ltd

"I tried at least half a dozen different cloud based products before choosing Pandle. I find the product is ideal for what I need, is improving all the time, and has excellent support."

Martin Broadwell - M A Broadwell ATT

Martin Broadwell - M A Broadwell ATT

Martin Broadwell - M A Broadwell ATT

"As a new Ltd. company with very limited time we've found Pandle to be exactly what we needed; bookkeeping as simple as it could be. Thanks Pandle for being our bookkeeping Zen!"

James Adams - UTF11 Ltd

James Adams - UTF11 Ltd

James Adams - UTF11 Ltd

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All the tools you need…

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Quotations

Create your quotes, accept, decline or turn them into invoices with ease.

Create your quotes, accept, decline or turn them into invoices with ease.

Create your quotes, accept, decline or turn them into invoices with ease.

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Managed payroll

For £3+ VAT per payslip we manage your payroll & enter the figures in Pandle for you.

For £3+ VAT per payslip we manage your payroll & enter the figures in Pandle for you.

For £3+ VAT per payslip we manage your payroll & enter the figures in Pandle for you.

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Unlimited users

Add an email to you user list & provide instant simultaneous access.

Add an email to you user list & provide instant simultaneous access.

Add an email to you user list & provide instant simultaneous access.

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Inventory

With Pandle's inventory management tool you can track your stock levels automatically.

With Pandle's inventory management tool you can track your stock levels automatically.

With Pandle's inventory management tool you can track your stock levels automatically.

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Reports

Our various reports help you keep an eye on exactly where your business stands financially.

Our various reports help you keep an eye on exactly where your business stands financially.

Our various reports help you keep an eye on exactly where your business stands financially.

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Bank imports

Rather than manually entering each transaction, just upload them all in one go.

Rather than manually entering each transaction, just upload them all in one go.

Rather than manually entering each transaction, just upload them all in one go.

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Phone support

With Pandle Pro you will receive unlimited phone support for when you need a quick answer.

With Pandle Pro you will receive unlimited phone support for when you need a quick answer.

With Pandle Pro you will receive unlimited phone support for when you need a quick answer.

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Data checks

With Pandle Pro you can request manual checks of your data to find potential issues/errors.

With Pandle Pro you can request manual checks of your data to find potential issues/errors.

With Pandle Pro you can request manual checks of your data to find potential issues/errors.

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Lock transactions

Easily lock transactions to a chosen date to avoid entering them for a previous period.

Easily lock transactions to a chosen date to avoid entering them for a previous period.

Easily lock transactions to a chosen date to avoid entering them for a previous period.

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User permissions

Limit what information some users see by hiding functionality & data.

Limit what information some users see by hiding functionality & data.

Limit what information some users see by hiding functionality & data.

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Receipt upload

Become a paperless business by assigning receipts to your transactions.

Become a paperless business by assigning receipts to your transactions.

Become a paperless business by assigning receipts to your transactions.

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Online support

We offer unlimited online help so you can be confident you’re getting everything right.

We offer unlimited online help so you can be confident you’re getting everything right.

We offer unlimited online help so you can be confident you’re getting everything right.

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Invoices

Complete invoice control

Complete invoice control

Create, print, email and manage all your invoices from sending to reminders.

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Bookkeeping

Why not outsource the work to our in house bookkeepers? Get in touch today for a quote.

Why not outsource the work to our in house bookkeepers? Get in touch today for a quote.

Why not outsource the work to our in house bookkeepers? Get in touch today for a quote.

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Currency

Trade in other countries? No problem. Pandle will handle the currency conversions for you.

Trade in other countries? No problem. Pandle will handle the currency conversions for you.

Trade in other countries? No problem. Pandle will handle the currency conversions for you.

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Stripe

Take card payments directly from your invoices using Stripe

Take card payments directly from your invoices using Stripe

Easily process card payments directly from your invoices using Stripe.

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Time tracking

Tracking your time in Pandle makes invoicing your customers a doddle!

Tracking your time in Pandle makes invoicing your customers a doddle!

Tracking your time in Pandle makes invoicing your customers a doddle!

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Bulk editing

If you make any serious errors, correcting them is a breeze!

If you make any serious errors, correcting them is a breeze!

If you make any serious errors, correcting them is a breeze!

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Bank feeds

Automatically pull transactions from your bank and easily categorise them in Pandle.

Automatically pull transactions from your bank and easily categorise them in Pandle.

Automatically pull transactions from your bank and easily categorise them in Pandle.

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Encrypted data

We’ve built Pandle with security in mind so that your data is as safe as possible.

We’ve built Pandle with security in mind so that your data is as safe as possible.

We’ve built Pandle with security in mind so that your data is as safe as possible.

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Data access

You can access your data for up to 6 years if you decide you want to leave.

You can access your data for up to 6 years if you decide you want to leave.

You can access your data for up to 6 years if you decide you want to leave.

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Help transferring

Our advisors can help with your opening balances & importing your customers & suppliers.

Our advisors can help with your opening balances & importing your customers & suppliers.

Our advisors can help with your opening balances & importing your customers & suppliers.

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UK VAT

Supporting both FRS and cash accounting, it only takes a few steps to switch, error free.

Supporting both FRS and cash accounting, it only takes a few steps to switch, error free.

Supporting both FRS and cash accounting, it only takes a few steps to switch, error free.

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Tax estimations

Pandle gives you real time tax estimations so you know how much you have left to spend.

Pandle gives you real time tax estimations so you know how much you have left to spend.

Pandle gives you real time tax estimations so you know how much you have left to spend.

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Custom imports

With our custom import feature you have the flexibility to upload any type of statement.

With our custom import feature you have the flexibility to upload any type of statement.

With our custom import feature you have the flexibility to upload any type of statement.

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Daily backups

We regularly backup all of your data, so you don’t have to worry about losing anything.

We regularly backup all of your data, so you don’t have to worry about losing anything.

We regularly backup all of your data, so you don’t have to worry about losing anything.

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EU VAT

Automatically invoice customers in the EU by submitting your EC sales lists to Pandle.

Automatically invoice customers in the EU by submitting your EC sales lists to Pandle.

Automatically invoice customers in the EU by submitting your EC sales lists to Pandle.

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Mobile apps

Coming soon.

Coming soon.

Coming soon.

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Accounts

Add an unlimited amount of customer, supplier and bank accounts.

Add an unlimited amount of customer, supplier and bank accounts.

Add an unlimited amount of customer, supplier and bank accounts.

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Payroll

Our easy payroll solution can be automated so you never miss a deadline.

Our easy payroll solution can be automated so you never miss a deadline.

Our easy payroll solution can be automated so you never miss a deadline.

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Projects

The project handling feature makes life easier for users by reporting by project.

The project handling feature makes life easier for users by reporting by project.

The project handling feature makes life easier for users by reporting by project.

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Import suppliers

In a few short steps import all of your customers & suppliers

In a few short steps import all of your customers & suppliers

In a few short steps import all of your customers & suppliers.

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Data exports

Easily extract data to Excel so you analyse your figures in further detail.

Easily extract data to Excel so you analyse your figures in further detail.

Easily extract data to Excel so you analyse your figures in further detail.

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Paypal

Your customers can pay you directly through a Paypal link on your invoices.

Your customers can pay you directly through a Paypal link on your invoices.

Your customers can pay you directly through a Paypal link on your invoices.

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Contact Us

Have questions about our bookkeeping software or need our help? Please contact us!

Offices A13-14, Champions Business Park, Upton, Wirral, CH49 0AB
support@pandle.co.uk

We love to get your feedback!

Connect with us!

Don’t forget – it’s free!

We hope you love Pandle. Also, hopefully you will love the fact our bookkeeping software is free! Cloud accounting is the way forward when dealing with your accounts and Pandle is the perfect bookkeeping software option for your business!

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