Clear Books

The Bank Explain screen (shown below) provides a variety of ways to explain bank transactions. This screen can be accessed via two methods, either by explai...

Contents 1. The Bank Explain Screen 1.1 Imported Statements 1.2 Manage money (money in/out/transfer) 2. Explaining Transactions 2.1 Explaining trans...

The mass update feature can be used to explain similar transactions in bulk on either imported or re-created bank statements via the Bank Explain screen. ...

The Bank Explain screen allows you to explain payments and receipts in multiple different ways.  You can reach the Bank Explain Screen by either importi...

The Bank Explain screen allows you to explain payments and receipts in multiple different ways.  You can reach the Bank Explain Screen by either importi...

Invoices can be paid using the allocate button or the record payment method. If either of these two methods are used, the payment is not automatically reco...

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, ...

The Bank Explain screen allows you to explain payments and receipts in multiple different ways.  You can reach the Bank Explain Screen by either importi...

This guide shows how to manually record a customer refund, however, for those explaining the refund from an imported bank statement, just follow steps ...