Bank Statement
Table of 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 fi...
Mon, 20 Dec, 2021 at 10:00 AM
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...
Thu, 24 Jun, 2021 at 3:18 PM
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...
Mon, 27 Nov, 2023 at 5:00 PM
There are different processes to delete transactions on an imported statement depending on the type of transaction, however, in all cases when the transacti...
Mon, 27 Nov, 2023 at 5:00 PM
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...
Tue, 28 Nov, 2023 at 4:03 PM
Explain your bank transactions easier and faster than ever, with these new features: New bank accounts page - clearer bank accounts list with statemen...
Mon, 11 Mar, 2024 at 4:34 PM