Clearing

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📖 Definitions of important words and concepts in Clearing

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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Clearing Monthly Full-Cycle Checklist

General & Training Videos

Training Videos

All Training Videos

What are the different sources of data in Clearing and how to use them efficiently

Data Sources

Onboarding & Getting Started

Getting started with Clearing

Get Verified By Our Bank Partner

Kickoff Call

Team & Account Settings

Learn How to Invite your Bookkeeper to Reconcile Transactions on your Behalf

How to Manage Team Members within Clearing

Team Management

Using the Real Time Card Notification feature in Clearing

Accounts

Learn How to Link External Bank Accounts with Clearing’s Financial Management Software

External Bank Accounts

Learn How to Integrate External Credit Cards with Clearing

External Credit Cards

Common questions about categorizing transactions

Transactions

How to Use the Reimbursable Checkbox in Clearing

How to Manually Create a Transaction or Journal Entry within Clearing

General Transaction Information

How to Analyze your Online Travel Agency (OTA) Payout Details within Clearing

How to Reconcile Bookings Revenue with Bank Deposits in Clearing

How to Manually Match a Bank Deposit Transaction with a Booking in Clearing

Sync Hospitable Payouts to Clearing Using the Chrome Extension

How to Reconcile a Booking Paid Outside Your Trust Account

Match Bank Deposits With Booking Data

How to Reconcile Bank Accounts and Credit Cards within Clearing

Reconcile an account

How to Split Transactions to Enhance Bookkeeping Accuracy in Clearing

How to Create and Manage Recurring Transactions in Clearing

Categorize Transactions

How to Use Clearing's Trust Accounting Field

Trust Accounting Allocation Field

How to Split a Booking in Clearing

How to Track and Manage Airbnb Resolution Adjustments and Payouts

Bookings

How to Refresh Bookings in Clearing

How to Change the Recognized Date for Future Bookings in Clearing

How to Manage and Analyze Your Booking Financials in Clearing

How to Fully Lock a Booking within Clearing once Reconciled

How to Adjust Booking Financials in Clearing

Booking financials

How to Automate Your Management Commission Calculations with Clearing

Management commissions

How to Use the Trust Liability Report in Clearing

How to Use the Other Reports Suite in Clearing

Reporting

How to Effortlessly Create P&L Statements in Clearing for Seamless Financial Reporting

Profit & Loss (P&L)

Create Lock Periods To Control Your Finances

Identify Bookings that are Missing Specific Categories

Monthly Reporting

How to Use Allocation Reports in Clearing

Management & Owner Reporting

How to Use Clearing’s Booking Reconciliation Report

Reconciliation Report

Using the Co-Owner Feature in Clearing

Owner Statements in Clearing: Overview & Statement Types

Owner Statement Settings in Clearing

Statements

How to Create Owner Statements in Clearing

How to Create Owner Statements at Scale (for all owners) in Clearing

How to Deduct an Expense from the Owner’s Payout through the Owner Statement

Introducing Clearing's New Owner Statement Layout

Owner Statements

How to Generate Management Statements in Clearing

Management Statements

How to Enable & Create Co-Host Statements in Clearing

Co-host Statements

How to Pay Owners Directly from the Owner Statement in Clearing

Owner Payments & Balances

Assets & Owners

How to Manage Assets in Clearing

Assets

Invite owners to their Clearing owner portal

Set Up the List of Bookings in Your Owner Portal

Owners

How to Create Custom Categories for Effective Transaction Management in Clearing

How to Create Custom Tags for Efficient Transaction Management in Clearing

Rules

How to Setup Automation Rules for Streamlined Bookkeeping in Clearing

General Rules

How To Leverage Rules "By Type" On Booking Financials To Automate Your Trust Accounting

How To Leverage the Rule "Fee per Booking" On Booking Financials To Automate Your Trust Accounting

How to Create & Manage "Custom Formulas" for Your Vacation Rental Bookings in Clearing

How to Manage “Exception Rules On Bookings” in Clearing

How to Set the Default Booking Recognized Date in Clearing

How to Create & Manage Split Formulas in Clearing

How to Set Up Channel Commission Rules in Clearing

How to Update Your Vrbo Commission Rule for the 12% Rate Change

Rules On Bookings

How to Create & Manage Rules by Merchant in Clearing

Rules On Transactions

Payments

How to Set up Hassle-Free Payments for Homeowners - A Complete Guide

Learn How To Effortlessly Pay Multiple Vendors And Expenses

Learn How to Add and Manage Recipients for Hassle-Free Payments in Clearing

ACH Payments

Documents

Upload & manage expense receipts in Clearing

Manually upload receipts to expense transactions for bookkeeping documentation in Clearing

Receipts

Clearing's Mobile App

Product Updates & Feature Releases

Feature Release: Ensure Financial Transparency by Inviting Property Homeowners to Clearing