Kleer Docs
Here you find Kleer's manuals. Guides for time reporting, expenses, payroll, invoices, accounting and reports.
Welcome. These are the manuals for you who work in Kleer, from what an employee does every month to what the finance function needs to know.
If you want to browse, use the side menu on the left and the cards below.
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Implementation
Starting up a new company, bank connections and basic settings.
New to Kleer
Tips for new users, with or without time reporting.
Contact and support
Support, the consultant team and addresses for invoices and receipts.
Day-to-day work
Time reports
Report time, activities and projects.
Expenses
Receipts, mileage allowance, per diem and company cards.
Payroll
Monthly report, authorisation, payroll items and leave requests.
Customer invoices
Invoice basis, ongoing contracts, e-invoices and claims management.
Supplier invoices
Approval, authorisation workflows, dual control and payment.
Invoicing
Adjust and match invoices, email templates and account coding.
Kleer MCP and AI
Connect Kleer MCP
Connect Claude, ChatGPT or Copilot Studio to your financial data.
Switch on MCP for your company
Allow reading and changes through MCP, and who can change the setting.
AI Inspiration
Get started, prompt library, skills and agents.
Follow-up
Reports
Balance sheet and income statement, VAT, vacation liability, Insights and liquidity forecast.
Group
The group module, partial views and group overview.
Salary mapping
Carry out a salary mapping in Kleer, with FAQ.
Settings and structure
Settings
Users, permissions, financial years, chart of accounts and share register.
Projects
Price lists, project phases and revenue recognition.
Accounting
Vouchers, inventories and import of SIE files.
Bank and payments
Bank
Bank connections per bank, transfers, currency exchanges and the tax account.
Financing
Factoring through Lendify and invoice financing at SEB.
Special types of organisation
Foundations
User guide, remuneration and co-management.
Grants
Grant management for yield foundations.
Subcontractors
The subcontractor module, self-billing and re-invoicing.