Managing expenses and maintaining proper documentation is an important part of successful property management. Clearing simplifies this process by allowing property managers to upload receipts directly to expense transactions, helping ensure accurate bookkeeping records and reducing the risk of errors.

With Clearing's receipt upload feature, property managers can easily document expenses, improve financial transparency, and keep all supporting documentation organized in one place.

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.

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.

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. 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.

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.