How do Teams, payments, transactions, and higher level management access work on ClearForms?

Financial and transaction settings and payout setup for Finance, Treasurers, and general admins

7 articles in this collection
Written by Stephen Corwin and Jasmine Burns

Teams and how they relate to workflows

Where do I find settings for my Team for Roles, payouts, billing, and branding?

Learn about the Teams function on ClearForms and where you can adjust your Team Profile, see Team workflows, payout and billing information

Written by Stephen Corwin
Updated over a week ago

How do I set the correct time zone for my team?

Finding and changing the set timezone for your team in the ClearForms teams page

Written by Jasmine Burns
Updated over a week ago

Are my searches for reviewers and assignments limited to people who work for the same government I do?

Learn how ClearForms automatically sets your internal domains for Teams and how you can edit them

Written by Stephen Corwin
Updated over a week ago

Financial transactions and payout setup and settings

How do I connect a bank account to accept permit and license fee payments?

Learn how to connect a bank account, accept payments from constituents, and have those funds transferred to a government bank account

Written by Stephen Corwin
Updated over a week ago

How do I see all the transactions included in each payout transfer from ClearForms to my government bank account?

Find out how to access the finance data on your ClearForms transactions that you need for reconciliation

Written by Stephen Corwin
Updated over a week ago

How do I set the frequency for transfers between ClearForms and my government's bank account?

Learn how to set a schedule for payout transfers from ClearForms to your government bank account

Written by Stephen Corwin
Updated over a week ago

How do I determine what information will show up on applicants' credit card or bank statements when they pay a fee on ClearForms?

Learn how to set a statement descriptor that appears on your users' credit card statements

Written by Stephen Corwin
Updated over a week ago