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
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
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
The bank statement page provides an overview of all payments and receipts across a certain period associated with a bank account. Below are some guides rela...
Mon, 27 Nov, 2023 at 4:30 PM
A Bank reconciliation is the method by which you make sure that all entries on bank statements up to a specific date are matched with entries in the books a...
Tue, 28 Nov, 2023 at 4:02 PM
If a director lends (or borrows) money to (or from) the company, this is accounted for by creating a special, directors loan account in Clear Books. Step 1...
Tue, 28 Nov, 2023 at 4:21 PM
If your current bank balance does not match your actual bank balance then you can perform a manual bank account reconciliation to highlight missing/duplicat...
Tue, 28 Nov, 2023 at 4:24 PM
Bank accounts allow you to explain payments to pay off invoices, to transfer money to other bank accounts or to keep as unallocated cash to pay invoices in ...
Thu, 24 Jun, 2021 at 3:19 PM
To record petty cash expenditure in Clear Books the first requirement is to set up a petty cash account. Once you have done this you can record the cash in ...
Tue, 28 Nov, 2023 at 3:59 PM
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