Money
Auto Code is an AI-powered tool that does your accounting for you. Quick, smart, and powered by AI, Auto Code instantly picks the account code for every tra...
Fri, 13 Dec, 2024 at 1:11 PM
Table of Contents 1. Introduction 2. Using Auto Explain 3. Sorting 4. Review 5. Settings 6. Bank feed balance 1. Introduction Auto Expl...
Wed, 28 May, 2025 at 11:50 AM
1. What is the bank explain process The 'Bank Explain' process makes sure your real-world bank transactions match your accounting records in Cle...
Mon, 23 Jun, 2025 at 4:09 PM
Explain your bank transactions easier and faster than ever, with these new features: New bank accounts page - clearer bank accounts list with statemen...
Mon, 11 Mar, 2024 at 4:34 PM
The 'Bank Explain' process makes sure your real-world bank transactions match your accounting records in Clear Books. Real-world bank transactions...
Tue, 17 Dec, 2024 at 1:19 PM
Table of contents 1. Obtaining a statement file from your bank 2. Importing the Statement file 2.1 Select account 2.2 Upload file 2.3 Map file to fi...
Mon, 20 Dec, 2021 at 10:00 AM
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...
Thu, 24 Jun, 2021 at 3:18 PM
It is possible to recreate your bank statement within Clear Books using our recreate statement tool. This tool will let you manually input lines from y...
Mon, 27 Nov, 2023 at 5:00 PM
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...
Tue, 28 Nov, 2023 at 4:03 PM
Clear Books allows individual payments to be deleted off bank statements. Step 1. Navigate Money > Bank Accounts and click on the required bank ac...
Thu, 24 Jun, 2021 at 3:20 PM