Clear Books

The Bank Explain screen provides a variety of methods to explain bank transactions. This screen can be accessed with two methods, either by explaining trans...

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...

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

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

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, ...

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

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. How to import a bank statement This...

Explaining transfers in Clear Books updates the balance on the account receiving money and the account sending money.  If you import statements for diff...