Working backwards in cloud accounting

Thinking of using Pandle

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I have gained a new client recently and will be doing the 17/18 accounts, as well as bookkeeping ongoing.

The previous bookkeeping, done in xero, is a total mess and I'm thinking of starting from scratch and redoing the bookkeeping for 17/18 so I know it's correct.
Going forward I'm looking at using Pandle, and I'm asking if it would be relatively simple to redo the earlier bookkeeping whilst maintaining the current bookkeeping, and will I be able to import 18 months of bank feeds at one go?

 

Replies (5)

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RLI
By lionofludesch
24th Oct 2018 15:22

Hopefully, you've pointed this total mess to HMRC's MTD Gestapo.

Thanks (1)
Teignmouth
By Paul Scholes
24th Oct 2018 18:29

Hi - I've used Pandle quite a bit and see it as a great system for the clients whose books are too straightforward for the more sophisticated, and far more expensive, systems and so will recommend it for them once MTD becomes mandatory.

It really depends on the types and volume of transactions as to whether Pandle will be suitable. It will import as many bank transactions as you can feed it and can also import invoices but the explaining of the bank transactions is nowhere near as slick as Xero's and so it may take you a long time.

Best to fully test out Pandle with say a month of transactions to see what's involved and, longer term, whether Pandle suits your client.

Thanks (1)
Replying to Paul Scholes:
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By legerman
24th Oct 2018 23:10

Paul Scholes wrote:

Best to fully test out Pandle with say a month of transactions to see what's involved and, longer term, whether Pandle suits your client.

Thanks Paul, I was intending to trial it anyway so this will be a good test. There's only 40-50 transactions a month so even if it takes me a while to get my head round it should be fine. Client will only be creating invoices so as long as they're happy with that aspect the rest is down to me.

Thanks (0)
Oaklea
By Chris.Mann
24th Oct 2018 22:36

On Paul Scholes recommendation I suggested a new client try Pandle.
The outcome; she seems delighted with the software.

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By the_drookit_dug
24th Oct 2018 23:34

Used Pandle this week and it seems great - only one issue: why do credit notes have to be an exact reversal of the original purchase/sales invoice? Quite restrictive.

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