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Transactions

The transaction feed tracks all financial activity. Transactions can be categorized and allocated to a property & homeowner, to create accurate reporting and statements.

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Articles

Common questions about categorizing transactions

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General Transaction Information2 articles䷖ Understanding transactions, and their impact on Clearing's reporting and statement generation.
Match Bank Deposits With Booking Data4 articles✔️ Reconciling payouts from payment processors or OTAs for automated bookkeeping within Clearing
Reconcile an account1 article✅ Ensure all transactions are accurately categorized and accounted for within Clearing
Categorize Transactions2 articles📝 Allocate the category, asset, and homeowner to financial transactions within Clearing
Trust Accounting Allocation Field1 article⑆ Ensure the transaction ends up being considered by the right part of the business - corporate, or trust, accounting.