Problem reported by David Foster 5 days ago
Hi, I am new to ClearBooks and still trying to get used to how it works.
I have added in my expenses and linked my bank account. All of the expenses are showing as paid - I haven't set them as paid, but some items were paid for by cash and they have not been taken out of the cash account, they say 'other funds; as the payment method. How do I change this so that the payments come out of the cash account?
Thank you
SolvedHi David,
Welcome aboard to Clear Books!
And to amend this, you must head to Dashboard > Expenses > Click on the Expense ID > Then scroll down to the Payment History > Click on the Payment > Click Edit > Select the Cash account in the bank account dropdown > Update payment.
Tommy
Thank you, this has worked and the payments in the expenses now show as being paid by cash rather than other funds. The problem I am having now is that these payments have not shown on the cash account that I have set up, the balance is still just the cash that has come in, with no payments going out. Is there something else I need to do or something that I am doing wrong?
Thank you
You must 