Transactions
The transaction feed tracks all financial activity. Transactions can be categorized and allocated to a property & homeowner, to create accurate reporting and statements.
By Ashley1 author9 articles
General Transaction Information
䷖ Understanding transactions, and their impact on Clearing's reporting and statement generation.
How to Use the Reimbursable Checkbox in ClearingDiscover how to effectively use the reimbursable checkbox in Clearing to make expenses reimbursable and keep your trust account balanced.
How to Manually Create a Transaction or Journal Entry within ClearingLearn how to create a transaction or journal entry in Clearing to track expenses, income, owner payments, and taxes with accuracy and ease.
Match Bank Deposits With Booking Data
✔️ Reconciling payouts from payment processors or OTAs for automated bookkeeping within Clearing
How to Analyze your Online Travel Agency (OTA) Payout Details within Clearing
How to Reconcile Bookings Revenue with Bank Deposits in Clearing?Learn the steps to reconciling your booking revenue with bank deposits from Online Travel Agencies (OTAs) in Clearing
How to Manually Match a Bank Deposit Transaction with a Booking in ClearingLearn how to manually match transactions bank account transactions, like guest deposits, with bookings in Clearing.
Reconcile an account
✅ Ensure all transactions are accurately categorized and accounted for within Clearing
How to Reconcile Bank Accounts within Clearing
Categorize Transactions
📝 Allocate the category, asset, and homeowner to financial transactions within Clearing
How to Split Transactions to Enhance Bookkeeping Accuracy in ClearingDiscover how to splitting transactions can enhance the bookkeeping accuracy for accrual property-based accounting using Clearing.
How to Create and Manage Recurring Transactions in ClearingCreate and manage recurring transactions in Clearing to streamline expense tracking, reduce errors, and simplify financial reporting.
Trust Accounting Allocation Field
⑆ Ensure the transaction ends up being considered by the right part of the business - corporate, or trust, accounting.
How to Use Clearing's Trust Accounting Field for Enhanced Financial ManagementLearn how to allocate revenue and expenses to your owners, to your management company and tax entities to automate your trust accounting.