Bank Statement

How to import a bank statement
Contents 1. Obtaining a statement file from your bank 2. Importing the Statement file 2.1 Select account 2.2 Upload file 2.3 Map file to fields 3. ...
Mon, 23 Nov, 2020 at 12:52 PM
How to delete a bank statement mapping
When you import a statement for the first time you are required to map the columns on the statement file to the appropriate data fields in Clear Books. This...
Fri, 14 Feb, 2020 at 3:36 PM
How to recreate a bank statement in Clear Books
It is possible to recreate your bank statement within Clear Books using our recreate statement tool. This tool will let you manually input lines from y...
Fri, 13 Mar, 2020 at 10:15 AM
How to delete an explained transaction on an imported statement
There are different processes to delete transactions on an imported statement depending on the type of transaction, however, in all cases when the transacti...
Fri, 14 Feb, 2020 at 3:43 PM
How to bulk delete unexplained transactions from an imported statement
This option allows you to remove all unexplained transactions on an imported statement. To do this you will need to specify a date range - all unexplained t...
Fri, 21 Feb, 2020 at 12:07 PM