The Toggle Features area allows you to change the look and feel of the system to suit your business by enabling, or disabling, features and functions.
For example, should you feel that you do not need the Fixed Assets feature, you can simply turn it off or if you need Multicurrency or Overseas VAT features you can turn them on.
Some features come toggled on by default so it's always worth a review of all the toggles to see which are necessary and which are not.
To view the features on the toggle features menu navigate to Settings > Configure system > Toggle features.
The Toggle Features menu has features organised into the 4 sections - Features, Invoicing & expenses, VAT & Bank import tool and Accounting.
All the features are listed below with a description of what they enable and a link to guides on how to use the feature in further detail. Tick the check box of any features you want to appear in your account, and untick the check box of any features that you don't want.
Please Note: Once toggled on, a hyper link will appear on some of the the feature names, clicking on this link will take you to the feature menu.
This allows the Purchases>Expenses menu to appear.
This allows the Tools>Fixed asset menu to appear.
This creates depreciation journals automatically.
This allows you to create multi currency invoices, bills, payments and bank accounts. Once enabled, clicking on the name will take you to a menu allowing you to select the currencies you want to use as well as allowing you to set custom currency rates.
This allows the Tools>Stock menu to appear.
This allows the Tools>Projects menu to appear.
This allows the Tools>Time tracking menu to appear.
This allows the Purchases>Purchase order menu to appear.
Recurring invoices, bills & expenses
This allows the Sales>Recurring, Purchases>Recurring and Purchases>Expenses>Recurring menus to appear.
Turn off: recurring invoice notifications
This stops emails being sent to the organisation email address to notify you when a recurring invoice/bill/expenses has recurred.
This allows the Sales>Recharge menu to appear.
This allows the Sales>Quotes menu to appear.
This allows the Tools>Integrations>GoCardless menu to appear.
This allows tips to be displayed in a blue box at the top of most system pages.
Clear Books emails
This allows emails about your account to be sent from the Clear Books team.
Companies House auto complete
When you create a contact, the system will try to match this with Companies House records.
Invoicing & expenses
This allows a discount percentage box to appear on sales invoices.
Project invoice items
This allows you to set a project for each line on an invoice, bill, quote, PO, expense, journal
Record payments directly from the unpaid invoice page
This allows the Record payment form to display on invoices and bills.
Record VAT on purchases when not registered
This allows the standard VAT rate on bills if you are on a non VAT registered scheme.
Separate invoice draft numbering
Tailored bill numbers
VAT & Bank import tool
Bank import rules
Automatic rule creation
Automatic hide import mappings
Reverse charge & EC rates
Online VAT filing
Set accountant as agent
Tailored account codes
Alphabetise account codes
Construction industry scheme
VAT return journal
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