Money

Batch Delete Unallocated cash
You can batch delete unallocated cash on the Money > Unallocated cash menu using the feature at the top of the menu.  Click on the down arrow to expa...
Thu, 24 Jun, 2021 at 3:24 PM
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...
Thu, 24 Oct, 2024 at 11:16 AM
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