Efficiently managing expenses and maintaining proper documentation for Short-Term Rental property expenses is a vital aspect of successful property management. Property managers often struggle with the task of documenting expenses effectively and providing the necessary documentation for verifying expense transactions. Clearing offers a powerful solution to address these challenges by providing a centralized platform that simplifies the process of uploading receipts to property management expenses. This ensures that every expense is meticulously documented and reduces the risk of errors and disputes.
Clearing, a leading financial management platform for Short-Term Rental property managers, has introduced a receipt upload feature that allows property managers to effortlessly add receipts to expense transactions for bookkeeping documentation. This feature addresses the challenges associated with expense management and streamlines the process of documenting expenses properly for Short-Term Rental property businesses.
Clearing is making it easier than ever for property managers to maintain impeccable records and enhance transparency for their Short-Term Rental business.
Simple Steps to Upload Receipts to Expense Transactions in Clearing
Step 1: Access the Transactions Section in Clearing
Log in to your Clearing account using your credentials and navigate to the “Transactions” section in the side menu. This is where you'll find a detailed overview of all your financial transactions.
Step 2: Identify the Expense Transaction
Scroll through your transactions until you find the specific expense transaction to which you want to attach a receipt. Alternatively, you can filter for just expenses, through specific date ranges, or by any other filtering option to make this process easier.
Step 3: Upload Your Receipt
Once you have selected the expense transaction to which you want to attach a receipt, click on the three dots option located inline with the selected transaction and choose the “View transactions details” option .
Choosing the “View transactions details” option will take you to the "Transaction Details" page, scroll down the page and click on the "Upload” receipt option. Click on the "Upload” receipt option, browse your device's files and select the receipt you wish to attach. You can also search through your list of uploaded receipt documents, so if you uploaded the receipt through the Clearing mobile app already, this is where you can find that receipt.
Additionally, if you don't feel like accessing the transaction details to upload the receipt, we have recently launched a way to do this directly from the transaction feed. Now, you can simply click on "Receipt" under the total amount and upload the receipt through the modal that pops up on the screen.
Take advantage of Clearing’s receipt upload functionality and effortlessly add receipts to expense transactions. Streamline your expense management and bookkeeping documentation, maintain impeccable records, and enhance transparency in your Short-Term Rental property management financial operations.
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Clearing is a Financial Technology Company, not a bank. Deposit Accounts are issued by Evolve Bank & Trust, Member FDIC.