Clearing

Ashley Hagel

Benjamin Elbaz

Automate your bookkeeping by creating rules based on dimensions like accounts, merchants and categories.

Rules

How to Setup Automation Rules for Streamlined Bookkeeping in Clearing

🤖 Create rule based automation for different transactions or booking details within Clearing

General Rules

Learn how to automate your trust accounting on your booking financials to automatically split fees between owners and yourself.

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

Discover how to manage fees per bookings in Clearing, enhancing financial visibility and streamlining trust accounting Short-Term Rentals.

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

Learn to create custom financial formulas in Clearing to optimize booking accuracy, automate calculations, and improve owner transparency.

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

Streamline your Short-Term Rental business financial operations with Clearing's "Exception rules on bookings" functionality.

How to Manage “Exception Rules On Bookings” in Clearing

Learn how to manage the default booking recognized date for accurate owner statements, management statements, and financial reporting.

How to Set the Default Booking Recognized Date in Clearing

Learn how to use Clearing's Split Formula feature to divide booking financials by percentage.

How to Create & Manage Split Formulas in Clearing

Learn how to set up channel commission rules in Clearing to recoup Vrbo and Booking.com commission fees, whether your PMS sends the fee automatically or not, and whether you pay…

How to Set Up Channel Commission Rules in Clearing

Vrbo is moving to a flat 12% commission fee starting October 29, 2026. Learn how to update your custom Vrbo commission formula rule in Clearing to reflect the new rate.

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

📆 Define automation rules for categorization based on the details of a specific booking

Rules On Bookings

Set a default asset, homeowner, category, and accounting field for each connected bank account, card, or journal entry account.

How to Set Up Rules by Account

Create Custom Mapping and Custom Split rules to automatically recategorize, rename, mark up, or split transactions.

How to Create Custom Rules on Transactions

Map transaction types from Airbnb, Stripe, and other platforms to categories so synced payouts are categorized automatically.

How to Map Transaction Types to Categories

Set an accounting field for each category so its transactions are always allocated to the owner, management, or tax.

How to Set Accounting Rules by Category

Set a default category, asset, and payment recipient for each merchant so transactions are mapped automatically.

How to Create & Manage Rules by Merchant

💸 Define automation rules for categorization based on the details of a specific bank account or credit card transaction

Rules On Transactions

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