Financials

Spend Money
Create a Spend Money transaction Use Spend Money in DEAR to quickly enter transactions for money going out of your organisation's bank account. ...
Fri, 13 May, 2016 at 1:02 AM
Receive Money
Use Receive Money in DEAR to quickly enter transactions for money going in to your organisation's bank account. Creating Receive Money tra...
Wed, 22 Feb, 2017 at 8:03 PM
Create a transaction while reconciling your Bank
If DEAR can't find a match or doesn't create a suggestion during bank reconciliation, the statement line is left unmatched for you to create or ...
Fri, 13 May, 2016 at 1:19 AM
Bank Reconciliation
After account transactions from your bank have imported into DEAR, you need to reconcile them. The first step is to review what's imported and work o...
Thu, 9 Jun, 2016 at 11:00 PM
Reconcile a Transfer between Bank Accounts
Reconcile a transfer from one of your bank accounts to another. Use the Transfer tab when you've imported a statement line showing the transfer but y...
Thu, 9 Jun, 2016 at 11:09 PM
Bank Rules
Create a bank rule to help you reconcile bank statement lines that you haven't created transactions in DEAR for. How to Create a Bank Rule ...
Thu, 9 Jun, 2016 at 11:16 PM
Add (Post) or Edit a Manual Journal
Add or edit a manual journal in DEAR, then save it as a draft or post it to the general ledger.  Enter or Edit a Manual Journal ...
Thu, 23 Feb, 2017 at 12:57 AM
Fixed Assets
Add a New Fixed Asset Add a fixed asset to your Inventory Listing: On Inventory > Products click New Product/Service/Asset.  ...
Thu, 23 Feb, 2017 at 12:58 AM
Receipts & Expense Claims
Add a Receipt to Your Expense Claim Enter receipts for any spending you have incurred on behalf of the business and submit these receipts on an...
Thu, 23 Feb, 2017 at 12:58 AM
Manage Chart of Accounts & Bank Accounts
Add or edit a chart of account, create & manage new bank accounts. Select Settings > Reference Books. Under Financial choose Chart of Acc...
Wed, 29 Jun, 2016 at 9:17 PM