Below is an example of how to explain a transaction which is made up of multiple payments. In this example we will be explaining a payment of £100 which is made up of five different payments.
Navigate to Money > Bank accounts.
Click on the Money out link for the appropriate account.
Fill out the details of the Money out form and hit the Explain money out button.
Select the appropriate contact in the To box, an account code, payment method and VAT rate. Make sure to change the figure in the Amount field for the first payment to be added.
Hit the Add new transaction button to add the payment.
Repeat the process in step 4 and the payments will build up in the table below the transaction form.
Hit the delete icon to remove a payment if needed, this will allow you to re-explain as per step 4.
When the payment has been fully explained hit the Add transactions button to complete.
Once complete, you can click on the magnifying glass icon to view the details of the payment.
The payment details will show the breakdown of the money out that you have explained.
Technical support is available from Monday to Friday, 9 - 5.
We also welcome you to visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.