Notes

Like to create reminders to stay organised? In Pandle you can add both general notes and notes attached to specific transactions, bank accounts, customers, suppliers, categories and invoices.

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Stay organised

Pandle Notes help you keep your bookkeeping in order by giving you the ability to attach a note to anything in Pandle. To remind you if any further action needs to be taken.

Never forget a thing

Any updates to invoices or payments are easily managed within Pandle’s audit trails. Notes can also then be used to add more detailed information.

Work closer with your accountant

In Pandle your accountant can access your accounts remotely in real time and view any notes you’ve attached to transactions – meaning working with your accountant has never been easier!

Seamless visibility

All the notes you create are organised chronologically on the Notes page. You can quickly flick between them, filter or find a particular note using the search function.

Need help transferring from your current accounting software?

Easily import all your current suppliers and customers using our simple import tool. If you need any help you can get in touch with our support staff by emailing support@pandle.co.uk.