Improvements to 'Manage money' page layout
News posted by Chris Storey 5 years ago
We’ve made some improvements to the Manage money page in Clear Books, making the page more user friendly.
What is it and what does it do?
The Manage money page allows you to record money either received or paid by your business, which hasn’t been included in an invoice or bill. This could be a payment in cash from a customer, or payments on account. You can also record transfers of money from one of your accounts to another.
The Money in, Money out and Transfer options are now all available on separate tabs from one single screen. This change has been made to ensure it’s even clearer for Clear Books customers to see which function they are using.
The old design:
The new design:
What do people need to do to start using it?
This new design will be available to turn on or off in Clear Books Preview until 11th February, when it will become a permanent feature in all accounts.
To turn this update on straight away, click Preview in the drop down menu at the top of your dashboard or go straight there from this page. Once you’re on the Preview page, turn the update on and you’ll then start seeing the change on the ‘Manage money’ page of your account.
You can find the Manage money page by going to Money > Bank accounts and then clicking on Money in, Money out or Transfer