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  1. Clever Accounts
  2. Software Help Guides
  3. Banking

Banking

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  • Bank account summary
  • Bank Rules
  • Direct transfers
  • Dealing with cash
  • Importing a csv file
  • Reconciling the bank
  • Adding a new bank account
  • Entering bank transactions manually
  • CSV file formats for bank statements upload
  • Allocating a Transfer from an imported csv file
  • Why do you need to explain bank transactions
  • How to link the bank account to the Cater Allen feed
  • Dealing with a loan account or a directors loan account
  • Allocating money in against an invoice from an imported csv file

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