If you are transitioning your accounting to SimplBooks and have outstanding receivables or payables from the previous period, their total amounts will be recorded in the initial balance entries.No entries will be created for documents added before the date of the initial balance entry. For detailed instructions on entering […]
Proforma invoices
A proforma invoice is an invoice in the case of which a prepayment is requested prior to the goods/services being issued. Inventory goods added to proforma invoice do not reserve them nor do they reduce stock. Thus allowing inventory goods to be added to proforma invoice even if those goods […]
Importing bank transactions in XML or CSV format
For the purposes of importing bank transactions (CSV) the import templates in SimplBooks are preconfigured. Adding an import template. In order to import XML format transactions it is not necessary to configure import templates – in that case the EU wide ISO format will be used. To perform a bank […]
Company profile (setting details)
Documents, sales invoices and offers issued by the company shall include your company’s basic details and bank accounts. Such details are usually set out in the document footer. N.B. When you change any details in your own environment the details in the Simplbooks database are not renewed! Please contact us […]
