Starting any new software is daunting enough, especially when its accountancy based and is usually the reason why small businesses rarely change their own.

The essential tasks to complete before using Clever Accounts in earnest are:

1. Once sign up, look around the system to get a feel of the navigation
2. Read the getting started help manual (see below)
3. Set up your bank account(s)
4. Set up customer / suppplier accounts
5. Enter any opening balances from previous period

To explain in greater we have thankfully provided a helpful getting started manual that leads you through each step of the way whether you are a new start up or transferring from another package.

To view this guide please click here.

Please also remember that each page has it's own help facility on it by pressing the help icon.  Furthermore, if you are really stuck please get in touch with us via this support forum to lodge a ticket.  Please note we can only provide technical support on Clever Accounts and cannot advise you on the best nominal account to enter a transaction to etc

Clever Accounts Team