Clear Books

When you import a statement for the first time you are required to map the columns on the statement file to the appropriate data fields in Clear Books. This...

1. Introduction 2. Automatically generate import rules  3. Creating an Import Rule 4. Auto explain transactions with import rules 5. Bulk explain transa...

This option allows you to remove all unexplained transactions on an imported statement. To do this you will need to specify a date range - all unexplained t...

1. What is the bank explain process The 'Bank Explain' process makes sure your real-world bank transactions match your accounting records in Cle...

Table of Contents 1. What is the Bank Explain process? 1.1 The Bank Explain screen 1.2 Access Bank Explain via Imported Statements 1.3 Access Bank Ex...

Explain your bank transactions easier and faster than ever, with these new features: New bank accounts page - clearer bank accounts list with statemen...

The 'Bank Explain' process makes sure your real-world bank transactions match your accounting records in Clear Books.  Real-world bank transactions...

Table of Contents 1. Introduction 2. Using Auto Explain 3. Sorting 4. Review 5. Settings 6. Bank feed balance 1. Introduction Auto Expl...