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. 


Features


Expenses
This allows the Purchases>Expenses menu to appear. 


Fixed assets

This allows the Tools>Fixed asset menu to appear.

Auto depreciation

This creates depreciation journals automatically.

Multicurrency

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.

Stock/Product lists

This allows the Tools>Stock menu to appear.


Projects

This allows the Tools>Projects menu to appear.


Time tracking

This allows the Tools>Time tracking menu to appear.

Purchase orders

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.


Recharge costs

This allows the Sales>Recharge menu to appear.

Quotes

This allows the Sales>Quotes menu to appear.


GoCardless

This allows the Tools>Integrations>GoCardless menu to appear.

Tips

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.

Request accountant

Keyboard shortcuts

Companies House auto complete

When you create a contact, the system will try to match this with Companies House records.


Invoicing & expenses


Discounts

This allows a discount percentage box to appear on sales invoices.

Settlement discounts

Project invoices

Project invoice items

This allows you to set a project for each line on an invoice, bill, quote, PO, expense, journal

Quick pay invoices

This allows the quick pay 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

This allows the customer bill number field to appear on bills.

Ignore duplicate bill reference numbers

Expenses Method

P11D expenses and benefits

PDF protection

Email with attached PDF


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


Accounting


Accrual dates

Reverse-on-date journals

Tailored account codes

Alphabetise account codes

Construction industry scheme

Withholding tax

VAT return journal

Currency codes


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Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


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