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How to Enable a Clearing Account

Confido allows you to post directly into a clearing account in the event you don't want to post into a/r or are waiting for additional backup or approval on an item. 

  1. Select Settings on the left hand nav
  2. Select GL Accounting Customization
  3. Scroll to Clearing Settings 
    1. Toggle Clearing Enabled to Yes 
    2. If applicable input the Clearing Deduction Defaults
      1. Default Description
      2. Default Deduction Item
      3. Default Clearing Object (Credit Memo/Journal Entry)
      4. Number of Days to Close Period
        1. If provided, after the number of days, clearing for the previous month will be a journal 
    3. Click Save

Screenshot 2025-04-30 at 12.19.57 PM

  1. All checks posted to clearing can be found under Accounting -> Clearing on the left hand nav