Full list of features | Clear Books™

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Getting started
Accounting data import tools Import your data from alternative accounting systems using our CSV import tools.
Auto Code Streamline bookkeeping with AI precision. Categorise hundreds of bank transactions in just seconds.
Partner area
Client overview View and manage your client list.
Events Track deadlines with ease.
Account templates Create a template with preset account codes and toggle features to be applied when setting up new clients.
Bulk payroll (if payroll subscription purchased) Process payroll for multiple businesses in one go.
Users
Unlimited users Add as many users on your account as necessary, with no extra cost.
Invite clients as users As Clear Books Partner, the ability to add your client as a user.
Fully customisable user permissions Determine exactly what each user can see or do.
Mobile app
Contacts Manage contacts.
Invoices Create sales invoices.
Bills Track deadlines with ease
Expenses Create employee expenses or allow employees to make their own expense claims.
Quotes Create quotes.
Optical Character Recognition Use OCR to capture data from images and use this date to create invoices, bills or expenses.
Permissions Determine exactly what each user can see or do.
Accept payments on mobile Collect payment by QR code using Instant Bank Payments.
Banking
Money in transactions Explain money received
Money out transactions Explain money out payments
Opening balances Add opening balances to bank accounts
Automated bank feeds Automatically import your bank statements into Clear Books.
Bank statement imports Easily import downloaded bank statements.
Auto Code Streamline bookkeeping with AI precision. Categorise hundreds of bank transactions in just seconds.
Collect money for invoices via card and direct debit Ability to collect invoice payments via Stripe, GoCardless, and other payment providers. Click here for more details.
Allocate payments to invoices from statements Explain a payment on an imported statement by linking it to an invoice.
Pay bills directly from Clear Books Pay one or multiple bills and payroll directly from Clear Books via our Revolut Business integration. Click here for more details.
Reconcile bank accounts Conventional bank reconciliation process and report.
Invoicing
Invoices Create sales invoices
Credit notes Create credit note documents to allocate to invoices
Allocate payments to invoices Allocate unallocated receipts to invoices
Automated invoice emailing Automatically send out invoices to your customers.
Automated email reminders Automatically send out payment prompts and overdue invoice reminders to customers.
Recurring invoices Automate repeat invoices via the recurring invoice template feature. Mark these as paid which updates your banking figures.
Invoice templates Customise your email templates for invoices, payment remittance and statements.
Quotes Create and send quotes to customers.
Print invoices Print invoices to send to your customers.
Customer statements Customers can get a secure, permanent statement link for historical invoices. This provides PDFs and webview invoices.
Discounts on invoices Apply an invoice discount and/or settlement discount for early payment.
Multi contacts for customers Contact multiple people within the customer company.
Contact management Add and manage your customers and suppliers.
Project invoices Create invoices for specific company divisions.
Record payments Easily mark invoices as paid from the invoice view.
Instant Bank Payments Add Instant Bank Payments as a payment option on your invoices to enable customers to pay you quickly and easily via bank transfer.
Bills
Purchase invoices (Bills) Create purchase invoices
Allocate payments to bills Allocate unallocated payments to bills
Auto Bills Add Auto Bills to easily enter bills and receipts by uploading files, forwarding emails, or capturing with your mobile.
Mileage tool Claim your mileage at HMRC or manual rates.
Record payments Easily mark bills as paid from the bill view.
Expense claims Create employee expenses or allow employees to make their own expense claims.
Purchase orders A document issued by a buyer to a seller which indicates types, quantities, and agreed prices for products or services.
Recharge costs Select which bills and expenses you want to recharge to customers.
Recurring bills Automate repeat supplier invoices via the recurring bill template feature.
Payments
Instant Bank Payments Add Instant Bank Payments as a payment option on your invoices to enable customers to pay you quickly and easily via bank transfer.
Accept payments on mobile Collect payment by QR code using Instant Bank Payments
Bank details on invoices Include your bank account details on invoices so your customers manually pay you by bank transfer.
Stripe Connect your Stripe account in Clear Books to accept credit or debit card payments for your invoices.
GoCardless Give customers the option to pay by direct debit.
PayPal Easily import your PayPal bank transactions. The tool is automatic and accounts for PayPal fees.
Reports
Dashboard See an overall position of your company based on various widgets.
Management report Formal document including important information about your business.
Profit and loss Summarise your income, expenditure and profit.
Balance sheet Shows a snapshot of what you own and owe.
Cash flow Show the flow of money over a period of time.
Trial balance A report used by accountants to summarise profit and loss and balance sheet amounts.
Export reports Export reports to CSV (Excel) or PDF format.
Budgets Create, monitor, and adjust your business budget to help stay on track financially.
Projects (cost centres/departments) Categorise income and expenditure into projects or departments.
P11D Report on employee expenses for the PAYE P11D form.
Create Dividends Generate dividend vouchers from confirmed dividends.
Dividend vouchers Prepare the paperwork for dividend payments.
Print reports Print a hard copy of reports.
Cash insights Traffic-light insights on your business's cash health position (eligible businesses only)
Self Assessment Income Tax
Self Assessment Income Tax Returns View Income Tax Self Assessment tax returns for sole traders and landlords.
VAT
Submit MTD VAT Return direct to HMRC Prepare your MTD VAT return and submit directly to HMRC.
Invoice / cash accounting Simple accounting to suit your business.
Flat rate scheme Pay VAT as a fixed percentage of your VAT inclusive turnover.
EU Reverse Charge Account for VAT from EU suppliers.
Domestic Reverse Charge for construction industry Support UK VAT domestic reverse charge for building and construction services
EC sales list Produce a report to enable the completion of EC sales lists. Submit the ECSL to HMRC directly.
Multi-currency
Multi currency Bank accounts Create foreign currency bank accounts in a range of currencies.
Customisable exchange rates Set your own exchange rates.
Multi currency transactions Create invoices, bills and payments in a foreign currency.
Multi currency invoicing Record invoices and bills in different currencies.
Automated exchange rates from XE.com If not customised, the rate is taken from XE.com.
Industry specific
Toggle features Clear Books has a wide range of features which can be turned on and off to suit your business.
Product list Populate invoices & bills with sale & purchase elements.
Fixed assets and auto depreciation Track the cost and depreciation of equipment, vehicles etc.
Time tracking Track your time and then create invoices to charge your customers.
Stock Keep track of your stock.
Online filing of CIS Prepare and file your CIS return online.
Domestic Reverse Charge for construction industry Support UK VAT domestic reverse charge for building and construction services
Advanced features
Fast (batch) data entry Enter invoices or bills via a grid input screen.
Power Editor (bulk transaction editor) Find and edit multiple transactions at once.
Email in attachments Add attachments in bulk to your Clear Books account.
Recurring journals Enable journal entries to repeat.
Locking accounting periods Prohibit additional entries into older accounting periods.
Custom lock periods Prohibit additional entries into custom defined date range.
Journals Process accounting journal entries.
Accrual dates Give invoices/bills an accrual date. Accrual dates affect the P&L and aged reports.
Reversing journals Enable journal entries to reverse on a future date.
Tailored accounts and account codes Edit and add accounts, and their code numbers.
Audit log Log entries and operations per user.
Multi-factor authentication (MFA) for user security Enhance security by requiring verification app passcode, in addition to password.
Integrations
PayPal Easily import your PayPal bank transactions. The tool is automatic and accounts for PayPal fees.
GoCardless Give customers the option to pay by direct debit.
Stripe Connect your Stripe account in Clear Books to accept credit or debit card payments for your invoices. Or use the Stripe integration to automatically import transaction records.
Dext Imports your scanned invoices and receipts as bills or expenses.
Auto Entry Automates data entry by accurately capturing all of your invoices, receipts and statements into Clear Books.
iPages Allows you to import your invoices, payments and customers into Clear Books.
Capitalise Easily apply for finance at 100+ lenders (eligible businesses only)
Support
Free online support Got a query? Just send us an email!
Free telephone support Want to speak to a human? Get in touch with our UK based support team.
Customer Community network Got any ideas or questions? Post them to our Community network!
Cloud
Secure data protection All your data is secure and protected. For more information on our security procedures, click here.
Free automatic software updates Software updates are free and automated so you don't need to update anything at all.
UK based Clear Books is based in the UK, so it's easy to deal directly with us.
No software install We're completely web based - there's no need to install any software.
Unlimited transactions We don't want to limit the growth of your business which is why there are no restrictions to the number of transactions you can enter.
Access anytime, anywhere Access Clear Books from anywhere, at anytime. All you need is internet and a web ready device.
Automatic backups Clear Books automatically backs up your data throughout the day.
API Connect your app to Clear Books through our API.

Full Feature List

Getting started

Partner area

Users

Mobile app

Banking

Invoicing

Bills

Payments

Reports

Self Assessment Income Tax

VAT

Multi-currency

Industry specific

Advanced features

Integrations

Support

Cloud

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