Switch From Old Clear Books Log-in To Fubra Passport Log-in
Clear Books uses the Fubra Passport to manage its secure log in.
This tutorial shows how our early users can switch from the original Clear Books log in system to the new Fubra Passport.
Creating an Expense Claim
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.
How to use import rules on the bank import tool
This video shows you how to set up and use import rules on the bank import tool.
Rules can save you a lot of time; by learning what different items on your bank statement are, Clear Books can automatically select the correct supplier/customer name, accounting category, VAT rate and other details.
How to email a sales invoice to a customer
This video shows you how to send an invoice to a customer in Clear Books via email.
The customer will receive an email with a link to a customer statement containing all their invoice history.