All The Books Are Back Up

Wednesday 1st September 2010 by Tim

Sorry

To all our faithful users, we are truly sorry for any inconvenience caused on Tuesday 31st August 2010. Believe me, there is no one more frustrated than the team at Clear Books and Fubra right now. Our reputation and our business is dependent on providing a fantastic service and we fell short of the mark on Tuesday.

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Freshbooks Import Tool

Friday 27th August 2010 by Edward

Help Article

FreshBooks Import Tool Guide

Steps

1. Login and set up your FreshBooks API access.

2. Add your FreshBooks API url and key to your ClearBooks account.

3. Import your Freshbooks Invoices or Clients.

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Automatic Paypal Import Tool

Thursday 5th August 2010 by Edward

Help Article

Paypal Import Tool Guide

Steps

1. Login and set up your Paypal account

2. Setup a Paypal internet payment bank account in your Clear Books account

3. Import your Paypal transactions

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CIS Business Prefers Online Accounting Software

Thursday 5th August 2010 by Tim

Marble Construction very kindly gave up some of their time to do the following customer video testimonial. Marble Construction operate in the building trade and are subject to the Construction Industry Scheme. In this short video they discuss how Clear Books has helped their company grow.

We are looking to do further testimonials covering a range of organisation types and industries. If you are a user of Clear Books and interested in participating then please contact support@clearbooks.co.uk outlining:

1. Organisation Name
2. Organisation Type (Limited Company, Charity, Sole Trader)
3. Industry
4. Number of Employees
5. Location

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Proof read your CV before you apply for a job

Monday 2nd August 2010 by Tim

Clear Books is recruiting for a Sales and Marketing Manager at the moment. We have started to receive a few CVs but it is amazing to see how many candidates do not proof read their CV properly. 

Here are some mistakes that I have noticed in the first few CVs:

  • Leaving out degree classification (the first thing I scan for).
  • Basic grammatical mistakes such as the difference between “where” and “were” and the use of “have” and “has”.
  • Leaving out date of birth (which puts achievements in context).
  • When using bullet point lists inconsistent use of full stops e.g.
    • bullet 1
    • bullet 2.
    • bullet 3
  • Randomly capitalising words in the middle of sentences that should not be capitalised.
  • Strange ordering of academic subjects (either order alphabetically or by grade, but not randomly).

A CV is a one page opportunity for a candidate to sell themselves. There are no excuses for missing information, grammatical mistakes or inconsistent presentation no matter how minor the details.

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Newsletter July 2010

Friday 30th July 2010 by Tim

There has been a lot going on behind the scenes at Clear Books this month. With new developers on board we will hopefully see new features rolling out very soon such as better invoice customisation and automatic Paypal imports. Here is a quick update for July.

VAT Return

Our VAT return report has changed. We now break down how each box of the VAT return is calculated by itemising the constituent transactions. The system also has a new input box called ‘VAT Treatment’. This only affects users invoicing internationally and has been introduced to better handle VAT.

Mass Update

When explaining your imported bank statement use the Mass Update button to update all similar transactions in one go. This will speed up the time it takes to explain your imported bank statement.

Dividend Vouchers

We have introduced automatic dividend vouchers for limited companies.

CIS Online Filing

Following on from our online VAT filing, our first few CIS returns have been successfully submitted online from Clear Books to HMRC.

User Backups

We have disabled our emailed user backups for a number of reasons. Of course we still continue to store backups of your data internally, but in terms of an emailed personal backup we will be implementing a new process in the future.

iPhone App

Progress continues with the iPhone app and we hope to have something to show next month.

Company News

This month we have taken on three new developers so a big welcome to Alpha, Ed and Matt.

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Newsletter June 2010

Friday 30th July 2010 by Tim

Do you tweet?

If you use twitter then please give us a prompt and tweet…

We use @clearbooks accounting software and it is brilliant

…or some other superlative and we will add you to our new Clear Books users list so that we can keep track of all our users on twitter and interact with you better.

You suggest the ideas and we implement them

Three highly voted ideas were implemented this month. The bank reconciliation tool and the ability to send remittance advice to suppliers have both been implemented as a direct response to you voting these ideas up in Get Satisfaction. We have also redone our aged debtors and creditors reports, which had been requested by our accounting partners. So if you have an idea that you would like to see implemented in Clear Books please vote it up on Get Satisfaction.

We have some good news on the development front too which should see more ideas come to fruition. As of 5th July our dedicated development team will be four people strong.

We can win an award with your help!

Thanks again to all of you who have completed the Software Satisfaction Survey to give us a shot at an industry award. If you haven’t yet you still have until the 14th July to make your vote count. You can take the survey here.

Construction Industry Scheme

Our CIS reporting feature is now live with the ability to send your CIS return online to HMRC from within Clear Books. If you need help with the CIS feature take a look at our Online CIS Filing Help Article. As far as we know we are the first and only online accounting system to support online filing of CIS returns to HMRC.

Some of the other things we have been working on…

  • Unit prices can now be hidden on invoices
  • Date & time shown on printed PDF reports
  • Pro forma invoices are available
  • VAT101 EC sales report added

Company news

You may have seen in a recent blog post that we have broken through the 500 milestone. In fact in June alone we are on target for a record month of 100 new subscribers. This is fantastic! We are really pleased to be gaining traction so thank you for your support!

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Setting up opening balances

Tuesday 13th July 2010 by Nick

Help Article

Setting up opening balances

Links
Getting Started

Steps

1. Navigate Settings > Getting Started

Bank Account Balances

Enter the opening balance for each bank account

Debtors

Enter opening debtor balance

Creditors

Enter opening creditors balance

Other Balances

Enter positive or negative amounts for each account on balance sheet

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Editing and viewing paid invoices

Tuesday 13th July 2010 by Nick

Help Article

Editing and viewing paid invoices

Links

Paid Invoices

Steps

1. Navigate Sales > Invoices >Paid Invoices

2. Filter invoices by date or contact

3. Click on the  invoice number of invoice to be edited or viewed

4. Click Edit

5. Amend invoice details and click Update

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Setting up VAT rates

Tuesday 13th July 2010 by Nick

Help Article

Setting up VAT rates

Links

Manage VAT Scheme

Steps

1. Navigate Settings > Organisation > Manage VAT Scheme

2. Complete or enter details of new VAT Scheme

3. Click Update or Add

Deleting A VAT Scheme

Click the Delete Icon

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