You can record a Prepayment when a payment is made in advance of : An invoice being raised for your customer. A bill being received from your supplier. Clickentry allows you to enter a prepayment in your bank account or during bank reconciliation, as a type of Spend Money or Receive Money transaction. About Prepayments in Clickentry Clickentrt does not have...
In Clickentry, you can create a new spend or receive money transaction based on an existing one. If you want to use a similar transaction that is already in your bank account, you can reuse it simply by copying. To do this: In the Account menu, select Bank Accounts. Go to the bank account. Click on the Manage...
Clickentry allows you to Cancel Automatic Bank Feeds by yourself if your feed was connected via online banking. In the Account menu, select Bank Accounts. Go to the bank account you want to stop the automatic bank feeds for. Click on the Cancel Automatic Bank Feeds button. Click Ok to confirm.
You can manually record bank transactions into Clickentry by exporting bank statements from your online banking. When to Import Bank Statements Manually If you are not able to set up a bank feed to automatically import bank transactions, Clickentry allows you to enter bank transactions manually. There might be another reason to import bank statements manually if you...
Before Clickentry makes bank feeds available to its customers, they must know the process that involves connecting to each bank’s API and testing it. Here is the list of banks that Clickentry support for bank feed with the Truelayer API. Financial institution Feed and Bank Account Type Bank of Scotland TrueLayer Barclays TrueLayer DB UK Bank TrueLayer HSBC Bank TrueLayer HSBC Holdings TrueLayer HSBC Private Bank (UK) TrueLayer HSBC Trust...
To record the cash you want to deposit or you have received from a customer then you can add a receive money transaction in Clickentry. You must be aware that it could be for any cash, check or electronic deposits in Clickentry bank account but not as against an invoice, transfer or refund. From...
You can record a spend money transaction in Clickentry as a payment in Clickentry bank account but not as against a bill, expense claim or refund. You are recording this transaction now because you might not want to add it while reconciling your bank account. From Where you can Enter the Spend Money Transaction There are two...
There are several components of every account in your chart of accounts that you can use to learn more about the account. Code For each account code, you can use letters, numbers or symbols, up to 10 characters. Using this code you can group similar or frequently used accounts together in...
Clickentry has a provision to export your chart of accounts to a CSV file. You can print the list of your accounts and their codes as a PDF document. Export your Chart of Accounts In the Settings menu, select Account Settings. Click on the Chart of Account under Organization. Click on the Export button. Clickentry downloads a CSV (comma-separated values) file to your computer. The file...
If there is an unused account then you can remove it by permanently deleting it. If you no longer need an account then you can Archive it. You can later restore the archived accounts. How it Works Deleting an account will permanently remove it from your chart of accounts. You won't be able...
