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 Settings...
Sun, 9 Sep, 2018 at 1:43 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 or to action the most popular tasks. Step 1. ...
Sun, 9 Sep, 2018 at 1:37 PM
How to send bulk attachments to your Clear Books account
Clear Books provides a unique email address for each account which you can use to send an email with multiple files. These files can then be attached to the...
Sun, 9 Sep, 2018 at 1:17 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...
Sun, 23 Sep, 2018 at 10:55 AM
Upload a logo to show on invoice
When creating an invoice, if you choose to use one of the Clear Books Built-in Themes (from the Settings > Configure system > Invoice themes menu), yo...
Thu, 2 Aug, 2018 at 1:24 PM