Set Up Paypal and Receive Paypal Payments

Monday 29th June 2009 by Tim

This video shows you how to add a Paypal bank account to Clear Books.

Once a paypal account is set up customers who receive emailed invoice statements are able to click on a “Paypal Buy” button to pay you for a particular invoice.

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Create a Multi-Currency Invoice

Thursday 25th June 2009 by Dana

This video shows how to enable multi-currency invoicing on your Clear Books account and how to create a sales invoice in a foreign currency.

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Complete Your Company Details Form

Wednesday 24th June 2009 by Dana

Company Details are stored on the Organisation Settings page together with your invoicing, accounting and system preferences.

This video guides you through different sections of that form to help you complete it correctly.

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How to Review Expenses in Clear Books

Wednesday 24th June 2009 by Tim

Once an employee has submitted their expenses, the account owner will need to review and approve the expenses. This video takes you through the process of filtering an employee and selecting their expenses for approval.

The selected approved expenses are grouped up into one purchase invoice that is then payable to the employee. The underlying expenses are attached to the purchase invoice.

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How To Create an Expense Claim

Wednesday 24th June 2009 by Tim

This video will show you how to create an expense claim. Expenses are used to reimburse employees for costs they have incurred on behalf of the company.

In the example shown Mr Oliver has spent £1.50 on milk for the office out of his own pocket. He needs the company to reimburse him back £1.50 so he submits an expense claim.

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Accounting Software Special Offer (£5 per month)

Wednesday 24th June 2009 by Tim

Open For Business

Clear Books is rewarding all beta testers and early adopters with a special opening offer. Clear Books Premium will cost just £5* per month (standard price £15* per month) for the first six months.

Clear Books Premium is our premier price plan including unlimited transactions and unlimited users.

This offer is a special thank you to all our beta testers who have given, and continue to give, excellent feedback which constantly improves Clear Books on a day to day basis.

The offer will be available to all our current users and will also be available to new users for a short period of time. So don’t miss out, sign up now as we’re open for business!

* price excludes VAT

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Accounting Software Accredited by The Institute of Certified Bookkeepers

Tuesday 23rd June 2009 by Tim

Clear Books online accounting software has been accredited by The Institute of Certified Bookkeepers (ICB).

To find out more about the ICB and to read their review of the Clear Books accounting system please visit Clear Books Software Accreditation.

Validating Clear Books

It was important for us to get Clear Books accredited by the ICB to give our users an independent, third party validation of our accounting system.

Future Accreditations

We intend to take futher steps to independently validate Clear Books accounting software including software accreditation from the ICAEW.

Official Launch

The ICB accreditation has been approved as we gear up for our official launch. The beta sign will be removed shortly.

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The Clear Books Team

Monday 22nd June 2009 by Tim

Take a look at pictures of The Clear Books Team. Move your mouse around to discover our unhealthy penchant for fancy dress.

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How to allocate a payment against an unpaid invoice on the bank import tool

Wednesday 17th June 2009 by Tim

This video shows you how to use the bank import tool to allocate a payment against an unpaid invoice.

When you select a customer in the bank import tool a list of all unpaid invoices will appear as well as the most recent paid invoices.

You can then allocate the payment from the bank statement against the unpaid invoice. Clicking ‘Create Transaction’ will in this instance match up the payment and unpaid invoice so that the invoice is marked as paid.

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