Organisation

How to complete your organisation or company details
Company details are stored on the Organisation Settings page together with your invoicing, accounting and system preferences. Step 1. Navigate Setti...
Thu, 21 Jun, 2018 at 4:14 PM
Setting up keyboard shortcuts
It's easy to set up personalised shortcuts to get fast access to the most important areas of Clear Books. Step 1. Navigate to Settings > Con...
Thu, 21 Jun, 2018 at 4:15 PM
How to send bulk attachments to your Clear Books account
Step 1. Navigate to Settings > Organisation > Details.   Step 2. Click on the API tab. You'll see the email address which can be...
Thu, 21 Jun, 2018 at 4:15 PM
Toggles Features Overview
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. F...
Thu, 21 Jun, 2018 at 4:15 PM
Upload a logo to show on invoice
Step 1. Navigate to Settings > Organisation > Details & Tax and click on the Logo link on the left-hand side of the screen. Step 2...
Thu, 21 Jun, 2018 at 4:14 PM