Announcement: New bank explain release
News posted by Pete Jones 7 months ago
We are pleased to announce the formal release of our new AI-powered Bank Explain feature to all Clear Books users.
Thanks to all of our users who provided their feedback on the Bank Explain update previews we have been rolling out over the last few months. This has been invaluable to our development process and has enabled us to incorporate AI capabilities and automation, while keeping our user interface easy to use, for existing users and newcomers to Clear Books alike.
Explain your bank transactions easier and faster than ever, with these new features:
- New bank accounts page - clearer bank accounts list with statements grouped by account
- Statement overview - assess statement progress before getting stuck in
- Undo - made a mistake? Undo any or all explanations with one click!
- Attachments - upload photos or PDFs of your bills or receipts directly in bank explain!
- Unallocated payments - explain payments on account and overpayments
- Invoice and bill matching - smarter suggestions mean fewer clicks
- AI-powered account code suggestion - faster bank explain means less time doing your bookkeeping
- Reconciliation of all transaction types - including part-payments, and bank transfers!
- Focused bank explain form - a simplified view makes it easy to see what matters
- Import rule improvements - bulk explain is easier now
For more information about these changes, please see the New Bank Explain Support Guide