Tim's dashboard

Tim replied on November 25, 2009 16:28 to the question "Is it possible to use own invoice templates?" in Clear Books:

Here is how to use two logos:

Go to settings>toggles and turn on
Project invoices

Then naviagate to Reports > Projects.

You can upload different logos for different projects.

When you create an invoice if you select the relevant project the invoice will inherit the project logo.

What is your company called and I will investigate the logo size?

Tim replied on November 25, 2009 14:14 to the question "Is it possible to use own invoice templates?" in Clear Books:

If you are a developer and are interested in designing your own invoice template then we use TCPDF.

Take a look at www.tcpdf.org and get in touch.

Tim replied on November 24, 2009 08:35 to the problem "Paypal button" in Clear Books:

This is because you have two paypal accounts and the other one was still set to show.

Turning off both paypal account buttons ensures nothing is displayed.

Tim replied on November 20, 2009 17:48 to the question "How to handle card processing fees" in Clear Books:

Edit your paypal account in Clear Books and choose to show the paypal button and/or add a surcharge %.

Please note that for now if e.g.
Invoice =£1000
Surcharge=£10

When you receive a payment of £1010 you will need to create an additional invoice of £10 to represent the surcharge.

Tim replied on November 20, 2009 16:44 to the idea "add user to company..." in Clear Books:

Yes it has been for a while now!

Navigate to Home > Users and invite away.

Tim replied on November 20, 2009 15:29 to the problem "Where is the 'No VAT' option on the drop-down menu?" in Clear Books:

Andrew's problem was specific to him being on a custom vat rate scheme which has the extra menu Settings > Sales Tax > List.

However, you can alter the vat rate associated with account codes in Settings > Codes.

If you are using the bank import tool, you can edit the vat_rate associated with a rule in Money > Import Tool > Rules

Tim replied on November 19, 2009 16:14 to the question "How do I change a year end?" in Clear Books:

Navigate to Settings > Periods.

Click on the edit icon to update an accounting period.

Alternatively delete a period and re-add it. This does not delete any data in the accounts.

Tim asked a question in Clear Books on November 19, 2009 16:13:

How do I change a year end?

How do I extend an accounting period and change the year end?

Tim set one of Andy's replies as an official response to "Adding a weblink on an invoice using the API" in Clear Books

Tim marked one of Andy's replies in Clear Books as useful. Andy replied to the problem "Adding a weblink on an invoice using the API".

Tim replied on November 19, 2009 14:01 to the question "PDF Printouts" in Clear Books:

I have increased the font size.

Is that more satisfactory?

Tim replied on November 11, 2009 15:32 to the question "Losing foreign currency setting when confirm invoice" in Clear Books:

It was a bug with checkboxes and clicking "Approve Selected" as opposed to viewing draft and clicking "Confirm Invoice"

Checkboxes approach disabled for multi-currency invoices until fixed.

Tim replied on November 11, 2009 15:30 to the praise "Clear Books - Revolutionary and Amazing." in Clear Books:

Thanks Ben,

Make sure you navigate to "Settings>Organisation>Directory Listing" and turn on your directory listing to get published here:

http://www.clearbooks.co.uk/partners/...

Where you can also write a testimonial ;-)

Tim replied on November 11, 2009 08:37 to the question "Losing foreign currency setting when confirm invoice" in Clear Books:

Hi Jabali,

I've not heard of this happening before. In fact I just tested in IE with no problems.

What browser and version are you using?

Tim replied on November 10, 2009 19:28 to the question "Petty cash and non-GBP expenses" in Clear Books:

1. I see where you are going with this... the max number that you can enter into any numerical field is 99,999,999

2. Navigate to Settings > Toggle Features. Under beta options ensure multi-currency is turned on. This requires that you select beta tester too.

Then when you got to expenses (or invoices or purchase invoices) there will be two extra fields to complete
- currency
- fx rate

Tim replied on November 10, 2009 19:22 to the question "How to Contra sales invoices" in Clear Books:

Contras are not currently supported.

Thinking about a temp work around you could set up a 'Contra Bank Account'. Then you could post the 115 received and the 57.5 due to it thus marking off both invoices as settled and giving a net of 57.5 in the Contra account. This could then be transferred to the main bank account that payment was made to. leaving Contra account at 0 and the bank account with the 57.5 payment in.

I will think about a more elegant solution. I guess you would want to be able to apply a purchase against a sales invoice in much the same way as one does for a credit note, to reduce the balance.

Tim replied on November 10, 2009 19:13 to the question "Importing Barclays Statement" in Clear Books:

Hi Jon,

If you can send me an extract of the file I can analyse it and add it to our supported csv file types.

tim AT clearbooks

However, Barclays do support qbo and ofx format. Look for Quicken/QuickBooks/Mircosoft Money export options.

Tim replied on November 10, 2009 19:09 to the praise "Love the new design. Well done :D" in Clear Books:

Thanks Simon :)

We have Steve to thank but he's on holiday this week. When he gets back I'll pass on your comments.

There will be some further improvements too including show/hide and drag/drop to re-arrange.

Tim replied on November 10, 2009 19:05 to the question "tips preferences" in Clear Books:

This should be resolved now. Either toggle tips on/off in Settings>Toggles.

Tim replied on November 10, 2009 11:20 to the question "When you spend money why are you asked for Amount in two places?" in Clear Books:

It is currently a usability flaw that will be addressed soon.

But it is so that you can add an overall amount e.g. £100 received and then build up sub-invoices of different amounts that are contained within the overall payment.

e.g. four different invoices of £25 each that make up the one payment amount. So the sub amounts would in turn be entered in the second box.