Brendan's dashboard

Brendan replied on November 07, 2009 14:00 to the question "How to handle card processing fees" in Clear Books:

Andy we are just doing some major changes to the process this is a good idea and we will incorporate it so that you can specify a surcharge you want to apply to payment methods.

Brendan replied on September 06, 2009 09:21 to the question "The inability to do journal entries" in Clear Books:

Hi Pamela,

If you click the Settings tab in the main menu then there is a Journals option on the sub menu which should be what you are looking for.

Brendan

Brendan replied on June 16, 2009 23:11 to the question "How do I record reverse charge VAT?" in Clear Books:

Hi Toby,

Clearbooks supports all VAT rates and allows you to account for VAT you are due back or owe. If you want VAT reporting and for us to generate a VAT report from that data then this is also available on the Established and Premium pricing plans.

Let me know if this is what you meant.

Brendan replied on June 16, 2009 18:02 to the question "why are there 2 registered accounts for me?" in Clear Books:

Can you please email me brendan at fubra.com with the email of the person you have tried to invite and I will try and track down what is going on.

Brendan replied on June 16, 2009 17:44 to the question "why are there 2 registered accounts for me?" in Clear Books:

Let me know your company name on Clearbooks and I can take a look for you.

Brendan replied on June 16, 2009 17:34 to the question "why are there 2 registered accounts for me?" in Clear Books:

Once you have switched to your company Fubra Passport will remember that as your default so you shouldn't have to keep switching anyway.

Brendan replied on June 16, 2009 17:31 to the question "why are there 2 registered accounts for me?" in Clear Books:

As a further note before you visit the https://secure.clearbooks.co.uk/home/... page you need to make sure that in the top right you have selected to be logged in as your business otherwise it will invite them to view your personal account.

This should be ironed out when Tim removes it from the default menu.

Brendan replied on June 16, 2009 17:28 to the question "why are there 2 registered accounts for me?" in Clear Books:

With regards to adding your business partner if you go to

https://secure.clearbooks.co.uk/home/...

Enter their email and click invite then they should get a Fubra Passport invite and be able to access your business.

Brendan replied on June 16, 2009 17:13 to the question "why are there 2 registered accounts for me?" in Clear Books:

Hi Benjamin,

This is to do with Clearbooks using the Fubra Passport for login, your Fubra passport is an individual account and you can associate it to one or mor companies. There are two reasons for this one is that most Fubra Passport users are individuals not companies currently and two is that Clearbooks is still implementing it. Your suggestion is a good idea and I am sure Tim will get it to default to your company rather than your personal account.

It's worth noting if you are really keen on keeping good records you cold use the personal account to complete your own personal accounts to use for self assessment or self employed status in the future which is a feature we are considering improving.

Thanks for the feedback.
Brendan

Brendan shared an idea in Clear Books on April 22, 2009 18:10:

Add a 'Debt agreement' feature

I would like a feature where you can add a new finance agreement so for example if I agree an overdraft or asset back loan facility or use invoice discount finance I can enter in the Interest rate any set-up fees and any redemption fees this can then make the system aware of any pre-agreed credit terms our business has which can be represented in the graphs and forecast what each form of credit is costing my business.