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Videos
Getting Started
6
Clear Books Guide 1/5 - Changing your VAT scheme
How to create an invoice (Video)
Clear Books Guide 2/5 - Changing and adding reporting periods
Clear Books Guide 3/5 - Automating invoicing - emails and reminders
Clear Books Guide 4/5 - Invoice preferences and presets
See all 6 articles
Accounting tip videos
7
An introduction to Value added tax (VAT) - video
An introduction to Profit and Loss statements - video
An introduction to invoice financing - video
An introduction to cashflow forecasts - video
The difference between overdrafts and loans - video
See all 7 articles
Clear Books Micro
1
Clear Books Micro Overview Video
CIS
5
How to toggle on CIS
How to create a CIS Subcontractor
How to create a bill with CIS deductions
How to create a sales invoice with CIS deductions
How to verify subcontractors
Explaining transaction on the Bank Explain screen
7
How to explain Bank Charges on the Bank Explain screen
How to create an INV/PUR prefixed invoice on the Bank Explain screen
How to add a Refund on the Bank Explain screen
How to explain a receipt with no invoice on the Bank Explain screen
How to reconcile a paid invoice on the Bank Explain screen
See all 7 articles
The Bank Explain screen
3
How to recreate a statement
How to reach the Bank Explain screen using Manage money
How to import a CSV statement