Opening Balances

Opening balances guide
The majority of opening balances can be added on the Settings > Opening balances menus, however, a journal can be used in conjunction with these menus to...
Thu, 24 Oct, 2024 at 11:16 AM
Opening cash balance
Bank accounts can be added on the Money > Bank accounts menu. Every bank account type (except the Directors Loan Account and Loan account type) ...
Thu, 24 Oct, 2024 at 11:17 AM
How to add an opening debtor
The debtors' menu allows you to create invoices that are outstanding prior to your start date set in Clear Books.   Step 1. Navigate to Money > ...
Thu, 30 Nov, 2023 at 2:56 PM
How to add an opening creditor
The creditors menu allows you to create bills that are outstanding prior to your start date set in Clear Books.   Step 1. Navigate to Dashboard > Ge...
Thu, 30 Nov, 2023 at 2:57 PM
How to add a payment on account as an opening balance
A payment on account for a customer can be added on the sales menu, however, you are currently unable to add this prior to your first reporting period. ...
Thu, 30 Nov, 2023 at 2:54 PM