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Financial reporting periods guide
Table of Contents 1. Changing dates of financial reporting periods 2. Locking accounting periods 2.1 Locking Custom Periods 3. A Guide to Year-End Pr...
Wed, 1 Oct, 2025 at 11:45 AM
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...
Tue, 9 Dec, 2025 at 4:26 PM
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
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