Clearing

Learn what property managers, owners, and vendors can each do in the Clearing mobile app, and download it for iOS or Android.

Clearing's Mobile App

Ashley Hagel

To review our latest product updates & understand what is coming to Clearing soon.

Product Updates & Feature Releases

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

Feature Release: Analyzing your Online Travel Agency (OTA) Payout Details within Clearing

Feature Release: Simplify Financial Transparency with Automated Owner Statements in Clearing

Feature Release: Effortlessly Change the Recognized Date for Future Bookings in Clearing

Feature Release: Integrate External Credit Cards to a Centralized Transaction Feed within Clearing

Feature Release: Simplify Transaction Management with Custom Tags in Clearing

Feature Release: Introducing Payment Processing for Vendors with Clearing

Feature Release: Effortlessly Add and Manage Recipients to Simplify Payments in Clearing

Feature Release: Introducing Custom Categories for Organizing your Financial Transactions

Feature Release: Ensure Financial Transparency by Inviting your Bookkeeper to Clearing

Feature Release: Upload Receipts for Expense Transactions to Simplify Bookkeeping Documentation in Clearing

Feature Release: Introducing Split Transactions for Accurate Bookkeeping in Clearing

Feature Release: Introducing Payment Processing for Homeowners with Clearing

Feature Release: Streamline Bookkeeping with Clearing's Automation Rules

Feature Release: Link External Bank Accounts to a Centralized Transaction Feed with Clearing

Feature Release: Seamlessly Upload and Manage Receipts within Clearing

Feature Release: Reconcile Bank Accounts within Clearing

Feature Release: Manage your Booking Financials with Clearing

Feature Release: Create and Automate Recurring Transactions in Clearing

Feature Release: Automate Commission Calculations with Clearing

Feature Release: Effortlessly Create Profit & Loss Statements (P&L) in Clearing for Seamless Financial Reporting

Feature Release: Integrate Stripe with Clearing for Automatic Categorization of Bulk Payouts from Stripe

Feature Release: Introducing Clearing's Trust Accounting Field to Gain Greater Control Over Transaction Management

Feature Release: Advanced Reporting on Management and Homeowner in Clearing

🚀 Stay up to speed with our latest product updates & access documentation for new Clearing features

Return to Clearing's Website

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

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

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

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Clearing Monthly Full-Cycle Checklist

General & Training Videos

Understand important concepts in Clearing

Key Terms

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

Product Updates & Feature Releases

Articles

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