Connor Brown
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Recent activity by Connor Brown-
Table Settings
Table Settings allow you to rearrange how items are displayed on the Clarra interface. Table Settings can be accessed across many sections of Clarra, by selecting the box containing a table icon. T...
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Regional Formatting
Region-specific values in Clarra can be customized to align with wherever your business operates. You can customize formatting for dates, numbers, and currency in just a few easy steps. Keep in min...
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Invoices
The Invoices feature lets Users easily create Invoices based on data in Clarra and send those Invoices to relevant external parties directly from Clarra (with Communications enabled). You can also ...
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What are Clarra's Different Search Features?
Clarra offers Users two primary search options — Global Search and Contextual Search. Both types of search allow you to apply filters after entering the initial search term. Global Search appears o...
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Custom Reports
Custom Reports allow you to create tailored Reports providing specific and targeted information. Creating a Custom Report is simple and can be done in just a few steps. Custom Reports are dynamic, ...
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Matters Connection
All Accounting features are connected to Matters and/or Clients. Forecasts, Expenses, and Payments must be connected to a Matter. Invoices can be connected to Matters and Clients. Clients must be c...
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Zapier and Clarra Public API Integrations
Clarra provides Users with multiple options to incorporate additional third-party integrations that aren’t already on the platform. You can read our guide about Clarra's Public API to learn about c...
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Payments
The Payments feature lets you easily track payments related to Expenses and Invoices. On the Payments page, you can manually log Payments by pressing “+ New Payment”. You can also make use of Clarr...
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Filter Operators
Operators specify filter results. The operators available depend on the column selected. To add a filter to a Custom Report, follow the formula below: Column + Operator + Value The Column is the fi...
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QuickBooks Integration
Clarra offers the ability to integrate its own Accounting features with your existing Accounting software and workflows. Accounting Analytics in Clarra can provide useful insights, so even if you d...