You can see the details of an organisation's invited users such as their user role, permissions, and status. You can also check the login activity for an organisation to see when users last logged in. View Invited Users You can only see the list of the invited user if you have the standard or advisor user role. In...
Clickentry allows you to apply for a bank feed named TrueLayer. It helps in automatically importing transactions from your bank or financial institution into your Clickentry organization. About TrueLayer As a third party, TrueLayer fetches transactions from your bank account and imports them into Clickentry on your behalf. Most of the Truelayer feeds need to be manually refreshed in order to import...
Under the new EU standards, you require to update your bank feeds over the coming months. A notification is shown on your dashboard if you are affected by the impact of the change. What do you need to Know? Due to the effects of the new EU standards after 14 September 2019,...
If you have balance in your bank and credit card accounts when you start using it then you need to add that amount with your conversion balance. In case you are opening your bank or credit card later, you need to use a spend or receive money transaction, or you...
In Clickentry you can show or hide your bank account on your dashboard. The dashboard is user-specific so you can select the account you want to see. Show the Bank Accounts on the Dashboard In the Account menu, select Bank Accounts. Go to the bank account you want to show on the dashboard. Select the Show on Dashboard Watchlist checkbox. Hide...
The balance of your statements and balance of Clickentry might be different. The main reason for this can be that you may have created an account transaction in Clickentry but haven't imported the corresponding bank statement line or vice versa. About the Statement Balance and Balance in Clickentry Basically the statement balance in Clickentry is the sum of...
There are some recognized banks where direct feed is available to pull in the statements from bank automatically. Whereas in others, you have to manually import statements yourself. Add a bank account In the Account menu, select Bank Accounts. Click on the Add Bank Account dropdown button and select Bank Account option. Start typing in Your Bank field, it will show all...
You can delete a bank account only If there is no transaction or statement associated with it. Otherwise, you can archive the account Edit a Bank Account You can edit a bank account to update the account details. In the Account menu, select Bank Accounts. Go to the Bank Account you want to edit. Click on the Edit...
You can enter or update information about credit card transactions. You can also record bank transactions to a credit card. What you Need to Know You can set up a credit card as a bank account in Clickentry. The credit card account is treated as an asset because it is set up in Clickentry as a...
To edit an inventory item: In the Account menu, select Inventory. Either click on the Item Code or Item Name of the item you want to edit. Click on the Edit Item button. Make the required changes and click on the Save button. Edit your Inventory Adjustments If you want to make changes in the adjustment you have made then you can edit the Adjustment. In the Account menu,...
