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 author10 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.
- Sync Hospitable Payouts to Clearing Using the Chrome ExtensionMatch Hospitable deposits to bookings automatically with the Clearing Chrome extension
Reconcile an account
✅ Ensure all transactions are accurately categorized and accounted for 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.