Clear Books

Clear Books Account Options 6

• How to reset password if you don't have access
• Update personal details or password
• Multi-Factor Authentication (MFA) Guide
• How to enable/ disable Email Log in (Magic Links)
• How to disable/enable weekly emails

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Support Options 1

• How to contact support within Clear Books

Managing Businesses 9

• Reset data of a Business
• Update your organisation details
• View subscription invoices for your Clear Books Businesses
• How to invite a new user into your account
• How to create a new user role

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Bank Feeds 4

• Automatic bank feeds guide
• How to reauthenticate your bank feed
• How to add a Revolut bank feed
• How to add a Tide bank feed

Bookkeeping 14

• Double entry accounting - what is it
• Double Entry Bookkeeping explained - the Golden Rule
• Fuel Scale Charge
• How to account for deferred revenue
• How to apply an Accrual date to a transaction

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CIS 15

• Construction Industry Scheme guide
• How to toggle on CIS
• How to add a subcontractor
• How to create a sales invoice with CIS deductions
• How to create a bill with CIS deductions

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Contacts 13

• How to add multiple contacts to a customer
• How to create a contact that is both a customer and supplier
• How to merge a customer
• How to archive or delete a customer
• How to edit an existing customer

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Dashboard 2

• The Clear Books Dashboard
• The Top 5 list dashboard widget

Dividends 2

• Creating and Managing Dividends
• How to make a dividend payment

Emails 10

• Ensuring your Clear Books Emails are not rejected by recipients
• How to send auto reminders
• How to view email history
• How to email customers automatically when a new invoice is created
• How to opt customers in to and out of automatic email settings

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Fixed Assets 11

• Fixed asset register guide
• How to toggle on the fixed asset register
• How to add a fixed asset account code
• How to create an asset on the fixed asset register
• How to set up auto depreciation for the fixed asset register

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Getting started 1

• Getting started guide

Instant Bank Payments 1

• Instant Bank Payments Guide

Integrations 9

• AutoEntry integration
• Capitalise integration
• CashFlows integration
• Dext integration
• GoCardless integration

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Sales Invoices 28

• How to create an invoice in Clear Books
• How to add attachments when creating an invoice
• Show a delivery and invoice address on invoices
• How to batch process invoices
• How to void and restore voided invoices

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Manage Import Files 12

• How to import a bank statement
• Metro Bank statement import guide
• How to import sales invoices
• How to import bills
• How to import stock items

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Manage Imported Statements 7

• How to delete a bank statement mapping
• How to set up bank import rules
• How to bulk delete unexplained transactions from an imported statement
• The Bank Explain screen overview
• Explain transactions on the Bank Explain

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Money 15

• Auto Code Guide
• How to recreate a bank statement in Clear Books
• How to delete a payment from a bank statement
• How to view bank statements
• Bank reconciliation tool

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Multicurrency 9

• Enable Muticurrency and customise currencies
• How to create a Multicurrency invoice
• How to setup an Opening Balance for a Multicurrency bank account
• Switching between currencies on a bank statement
• Revalue bank account balance

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Purchases 25

• How to create a purchase order
• How to convert a purchase order into a bill
• How to email purchase orders
• How to toggle on purchase orders
• Purchase orders guide

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Quotes 3

• How to process all quote types
• How to create a quote, estimate, proforma invoice or sales order
• How to enable Quotes

Reports 7

• View graphs of financial data
• Trial balance report
• P11D report: expenses and benefits
• How to create a management report
• The Margin Comparison Report

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Self Assessment 3

• Income Tax Self Assessment Forms Guide
• Recording personal tax and national insurance payments in Clear Books
• MTD for Income Tax User guide

Settings 11

• iCal Feed
• How to add new account codes
• How to add new account types
• Account codes guide
• How to edit accounts

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Tools 19

• How to export data as a CSV
• How to export contacts
• How to copy a journal
• How to add recurring journals
• Setting up reverse-on-date journals

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VAT 26

• Flat rate for a limited cost business
• How to set up a custom tax scheme
• How to switch from VAT cash accounting to VAT invoice accounting
• How to set up a VAT scheme
• How capital expenditure goods are treated on the Flat Rate Scheme

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General 1

• Auto Bills guide

Overview 2

• Clear Books Mobile App user guide
• Permissions required to use the Mobile App

Expenses 2

• How to create an expense on the Mobile App
• Create an expense from a photo on the Mobile App

Bills 2

• How to create a bill on the Mobile App
• How to create a bill from a photo on the Mobile App

Invoices 1

• How to create an invoice on the Mobile App

Quotes 1

• How to create a quote on the Mobile App

Payroll set up 4

• Employer Details in Payroll
• How to add an employee/director in Payroll
• How to Import a Supplier into Payroll as an Employee
• Off-payroll working (IR35)

Payroll processing 13

• How to process payroll
• Real Time Information submissions
• How to correct mistakes in previous pay-runs
• Late FPS Submission
• How to calculate Statutory Maternity Pay (SMP)

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Auto enrolment 5

• Auto Enrolment duties
• Add your pension scheme to Clear Books Payroll
• Setting the employee's pension details
• Assess the workforce
• Communicating with your pension provider

Payroll reports 2

• How to Export to Natwest/RBS Bankline
• How to view P45 and P11s

Payroll settings 5

• How to specify when payslips are emailed out
• How to customise the payslip email sent to your employees
• How to change the colour on payslips
• How to change Payroll Account codes
• Invite your employees in to Clear Books Payroll to view their payslips

Payroll manual 1

• Clear Books Payroll manual

Clear Books HR 1

• Clear Books HR manual

General 8

• How to create and use an account template
• How to add a new client account
• How to invite a user in to a client account
• How to invite users on to multiple client accounts
• View invoices for client subscription charges

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