Expences

Hi Mark,

You do not have to link a bank account to comply with Making Tax Digital rules or to use Clear Books. While linking an account can save time by automating some data entry, you can absolutely maintain your digital records using a manual process.

To record your expenses without a bank feed, you should use the record expenses button found on your dashboard. This allows you to manually enter the details of your business expenditure. For each entry, you will simply provide the date, the supplier, a description, the total amount, the appropriate category or account code and the Paid From account.

Tommy

Can expenses be added manually on the app? I do not seem to have the option come up?

Hi Jake,

Unfortunately, it is currently not possible to add expenses via the mobile app. However, you can do so on the web version on your mobile. We will be looking to add this functionality in the mobile app in the future.

Tommy

Would be great if mobile app could have all features as Web version - it will save loads of time.