Clear Books

Auto Explain 1

• Auto Explain Guide

Bank Statement 6

• How to import a bank statement
• How to delete a bank statement mapping
• How to recreate a bank statement in Clear Books
• How to delete an explained transaction on an imported statement
• How to bulk delete unexplained transactions from an imported statement

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Bank Accounts 6

• How to add a new bank account
• How to view bank statements
• How to set up and use a Director's Loan Account
• How to delete a payment from a bank statement
• Manually reconcile a bank account

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Manage Money 3

• Manage Money Options
• How to record cash transactions
• How to create a transfer using the manage money options

Explaining Transactions 12

• The Bank Explain screen overview
• How to explain transactions on the Bank Explain screen
• How to explain transactions in bulk on a bank statement (Mass update)
• How to explain a payment by allocating to an unpaid bill
• How to explain a receipt by allocating to an unpaid invoice

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Unallocated Cash 1

• Batch Delete Unallocated cash

Opening Balances 5

• Opening balances guide
• Opening cash balance
• How to add an opening debtor
• How to add an opening creditor
• How to add a payment on account as an opening balance