Connor Brown
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Articles
Recent activity by Connor Brown-
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...
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Timeslips and Accounting
The cohesiveness of the Clarra platform is particularly clear at the intersection of Timekeeping and Accounting. Clarra’s all-in-one functionality makes it simple to track and bill time. Users can...
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Standard Reports
Standard Reports provide Users with prebuilt, ready-to-use Reports offering answers to frequently asked questions. These Reports update automatically as you generate them, ensuring every relevant, ...
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Using Confido Payment Integration
The Confido Payment Integration allows Users to include Payment Links as part of Invoices generated in Clarra, and automatically update Payment Status when Payments are submitted. Users simply send...