Clear Books

Auto Code 1

• Auto Code Guide

Auto Explain 1

• Auto Explain Guide

Bank Explain 3

• New Bank Explain tool
• The Bank Explain screen overview
• What is the bank explain process?

Bank Statement 5

• How to import a bank statement
• How to delete a bank statement mapping
• How to recreate a bank statement in Clear Books
• How to delete an explained transaction on an imported statement
• How to bulk delete unexplained transactions from an imported statement

Bank Accounts 6

• How to add a new bank account
• How to view bank statements
• How to set up and use a Director's Loan Account
• How to delete a payment from a bank statement
• Manually reconcile a bank account

View all 6

Explaining Transactions 13

• How to explain transactions on the Bank Explain screen
• How to set up Bank Import Rules to bulk explain transactions on a bank statement
• How to explain a payment by allocating to an unpaid bill
• How to explain a receipt by allocating to an unpaid invoice
• How to explain a receipt by reconciling with a paid invoice

View all 13

Unallocated Cash 1

• Batch Delete Unallocated cash

Opening Balances 5

• Opening balances guide
• Opening cash balance
• How to add an opening debtor
• How to add an opening creditor
• How to add a payment on account as an opening balance