Purchases

How to create a purchase order
Purchase orders can be used to request products or services from a supplier before creating a bill. An advanced setting allows employees to submit purchase ...
Mon, 21 Oct, 2024 at 4:25 PM
How to convert a purchase order into a bill
Purchase orders can be used to request products or services from a supplier before creating a bill. An advanced setting allows employees to submit purchase ...
Mon, 21 Oct, 2024 at 4:28 PM
How to email purchase orders
Purchase orders can be used to request products or services from a supplier before creating a bill. An advanced setting allows employees to submit purchase ...
Mon, 21 Oct, 2024 at 4:25 PM
How to toggle on purchase orders
Purchase orders can be used to request products or services from a supplier before creating a bill. An advanced setting allows employees to submit purchase ...
Mon, 21 Oct, 2024 at 4:25 PM
Purchase orders guide
Table of Contents 1. Introduction 2. Enable purchase orders features 2.1 Enable purchase orders 2.2 Enable purchase order approvals 3. Purchase orde...
Wed, 23 Oct, 2024 at 9:34 AM
How to add transport to the mileage tool
To add a new type of transport for the mileage tool follow the steps below. For more details on how to add a mileage expense, please click here. Step 1. ...
Thu, 24 Jun, 2021 at 4:20 PM
Expenses - Adhoc payments
There are two ways to account for employee expenses in Clear Books, the default method is Expense Claim Forms which generates a bill payable to the employee...
Tue, 28 Nov, 2023 at 3:45 PM
Employee Expenses - Expense claim forms
There are two ways to account for employee expense claims in Clear Books, the default method is Expense Claim Forms which generates a bill payable to the em...
Thu, 24 Jun, 2021 at 4:20 PM
Employee expenses guide
Table of Contents 1. Introduction 2. Enable employee expenses 2.1 Employee expense methods 3. Employees 4. Expense method: Expense claim forms 5. E...
Fri, 10 Sep, 2021 at 11:38 AM
How to attach files to Bills
In Clear Books it's easy to upload all receipts and expenses to relevant bills, ensuring all files are saved electronically and reducing the paper trail...
Thu, 24 Jun, 2021 at 4:21 PM