Clear Books Support

An imported statement can be used to allocate receipts and payments to unpaid invoices and bills. This guide demonstrates how to allocate a payment on an im...

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 ...

Once you have imported a statement you will need to explain each payment and receipt. This demonstrates how to explain a payment on the imported statement, ...

An imported statement can be used to reconcile manually paid invoices with receipts on an imported statement. Invoices can be manually paid using the alloca...

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 ...

Once you have been imported your bank statement you will need to begin explaining each payment and receipt. This guide demonstrates how to explain eithe...

If you import a statement you can explain transfers on the imported statement as an alternative.  Step 1. Navigate to Money > Bank accounts. S...

This guide covers payments on account of both sales and purchases when explaining imported bank statements.  You can also create manual payments on account ...

There are different processes to delete transactions on an imported statement depending on the type of transaction, however, in all cases when the transacti...

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...