Rules
Automate your bookkeeping by creating rules based on dimensions like accounts, merchants and categories.
By Corey and 2 others3 authors8 articles
General Rules
🤖 Create rule based automation for different transactions or booking details within Clearing
How to Setup Automation Rules for Streamlined Bookkeeping in Clearing
Rules On Bookings
📆 Define automation rules for categorization based on the details of a specific booking
How To Leverage Rules "By Type" On Booking Financials To Automate Your Trust AccountingLearn how to automate your trust accounting on your booking financials to automatically split fees between owners and yourself.
How To Leverage the Rule "Fee per Booking" On Booking Financials To Automate Your Trust AccountingDiscover how to manage fees per bookings in Clearing, enhancing financial visibility and streamlining trust accounting Short-Term Rentals.
How to Create & Manage "Custom Formulas" for Your Vacation Rental Bookings in ClearingLearn to create custom financial formulas in Clearing to optimize booking accuracy, automate calculations, and improve owner transparency.
How to Manage “Exception Rules On Bookings” in ClearingStreamline your Short-Term Rental business financial operations with Clearing's "Exception rules on bookings" functionality.
How to Set the Default Booking Recognized Date in ClearingLearn how to manage the default booking recognized date for accurate owner statements, management statements, and financial reporting.
How to Create & Manage Split Formulas in ClearingLearn how to use Clearing's Split Formula feature to divide booking financials by percentage.
Rules On Transactions
đź’¸ Define automation rules for categorization based on the details of a specific bank account or credit card transaction
How to Create & Manage Rules by Merchant in ClearingLearn to automate transaction mapping in Clearing with Rules by Merchant. Categorize expenses and allocate accounting fields effortlessly.