New Pandle Feature: Attachments Added to Message Centre
Back in August, we released our Message Centre to enable users and their accountants to collaborate efficiently all within our software to keep everything in one place.
Since then, we have been continually working towards developing this feature to make collaboration and communication easier than ever. With our recently added Transaction Links feature, users can now copy transaction links and post them within the Message Centre. This makes discussing particular transactions with your clients a breeze.
We always want to go one step further, so today, we’re happy to announce the release of our brand new attachments feature within our Message Centre.
With this feature, our users will be able to upload file attachments directly into discussions within the Message Centre. Users will be able to upload any file type including signed contracts, invoices, screenshots or even Excel spreadsheets.
When our users or their accountants need to discuss something specific, these uploads help to keep everyone on the same page. There’s no confusion or crossed wires when both you and your client are looking at the exact file you’re discussing, in real-time. Any issues being discussed can be resolved quickly and easily as a result.
How does it work?
Users can simply upload an attachment by clicking this icon.
Files can then be dragged and dropped into the upload box and once ‘Done’ is clicked, users can add a message to their accountant or vice versa.
Any users who have received an attachment can then view or download it with just a click of a button. It’s as simple as that.
Who can use it?
This feature is available to all our Pandle Pro users and for our partner accountants to use with their own clients.
If this handy, time-saving feature is of interest to you, you can join Pandle as a partner and use the software to handle all your clients’ accounts. For more information about the benefits of partnering with us, follow this link to select your preferences and we’ll provide you with the best solution for your firm.