Rules by Type of Transaction lets you map the transaction types sent by your connected platforms, such as Airbnb and Stripe, to Clearing categories, so synced payouts are categorized automatically.

Go to Rules in the left-hand menu, select the On Transactions tab, then click By Type of Transaction.

This list helps you review the categories associated with specific transaction types from different platforms connected to your account. Each row shows the Source (the platform) and the Name, which is the transaction type given by that platform.

Map each transaction type to a Clearing category. This mapping only affects sub-transactions.

For example, if the Source is Airbnb and the Name is "Cleaning Fee," you might choose the category "Cleaning fee collected."

Once a type is mapped, every synced payout with that type is categorized automatically.

The most common source is Airbnb. Most users connect Airbnb so they can sync payouts using the Clearing Chrome extension. The names come from the fees set up on your Airbnb account, which is usually done through your PMS, so your list may include names like:

Other common sources include Stripe and any other platforms you have connected.

We hope you got the Clearing help you needed! If not, reach out to a human via that little chat box on the bottom right corner of your screen. We're always here for you and your Clearing needs.

Clearing is a Financial Technology Company, not a bank.