Manage Money

How to split up a money out transaction into multiple transactions
Below is an example of how to explain a transaction which is made up of multiple payments. In this example we will be explaining a payment of £100 which is ...
Sun, 16 Sep, 2018 at 10:34 AM
How to pay interest on a loan payment
In this example, a loan account has been created as a new loan account with an opening debt of £10,000 (created by transferring money from the loan account ...
Mon, 30 Jul, 2018 at 12:22 PM
How to record transfers between bank accounts
If you import a statement you can explain transfers on the imported statement as an alternative.  Step 1. Navigate to Money > Bank accounts. S...
Mon, 30 Jul, 2018 at 12:24 PM
How to make a copy of your bank statement
If you want to add your bank transactions to Clear Books, you can simply create a copy of your bank statement within your Clear Books account. Alternatively...
Mon, 30 Jul, 2018 at 12:27 PM
How to refund a customer
This guide shows how to manually record a customer refund, however, for those explaining the refund from an imported bank statement, just follow steps 4 &am...
Sun, 16 Sep, 2018 at 10:42 AM
How to add a refund from a supplier
This guide shows how to manually record a supplier refund however, for those explaining the refund from an imported bank statement, just follow steps 4 &...
Mon, 30 Jul, 2018 at 12:28 PM
How to record cash transactions
To record petty cash expenditure in Clear Books the first requirement is to set up a petty cash account. Step 1. Navigate Money > Bank accounts. ...
Fri, 24 Aug, 2018 at 4:30 PM