New easier upload tool

The Clear Books product team are gradually rolling out a new clear & simple design for the Clear Books accounting application in keeping with our brand new style guide. The latest change has been to our upload tools which sees a swanky new upload area.

What is it and what does it do?

Head to Tools > Import > Overview, to upload sales invoices, customers, bank statements & more*.

Our new upload area gives you a larger target area on screen which will benefit those who like to do their accounting on the move using tablets. New drag & drop facility for quicker uploading - simply drag your file into the upload area, or use the traditional file browser by clicking the upload area.

Before:

After:

Empty state (drag your file here)

File selected & ready to be uploaded

What do people need to do to start using it?

This new field will be available to turn on or off in Clear Books Preview until 15th September, when it will become a permanent feature in all accounts.

To turn this update on and see the new layout straight away, click Preview in the drop down menu at the top of your dashboard.

Once you’ve turned the update on, head to Tools > Import > Overview and select an import option. Then drag your files to your hearts content!

*excludes the Freshbooks and Batch uploads