Settings -> Environment settings -> Mail templates By default, there are seven email templates available – sales invoice, invoice reminder, sales order, purchase order, price offer, payslip and balance statement. By clicking the pencil icon, you can view and modify the existing template. The sales invoice template is initially filled […]
Company profile (data settings)
The documents issued by your company, such as sales invoices and quotations, must include your company’s basic information. This information is usually displayed in the footer of the document. Updating the data in your own environment does not update the information shown on the invoices SimplBooks sends to you. To […]
Automatic transactions
The automatic transaction settings specify the default accounts used in different cases. In new environments, these settings are already configured correctly, and in most cases no changes are required. Next, we will take a closer look at some of the sub-tabs. Settings -> Automatic transactions If you have any additional […]
Recording fixed assets acquired within the EU in the VAT statement
If you have acquired a fixed asset from a VAT-registered business in another EU Member State, it must also be reported on the VAT statement. To ensure that reverse charge mechanism is applied correctly, adjustments must be made in the VAT statement settings. Click the Actions button next to the […]
Adding an import template
Settings -> Environment settings -> Import settings -> Add new import template If you frequently import data, you can create an import template containing the necessary fields for your convenience. In the General settings panel, you can define the technical settings of the import template. Name – the name of […]
Balance statement settings
Settings -> Environment settings -> Balance statement settings The balance statement text is shown to the customer or supplier on the balance statement that is sent out. It can be sent via Partners -> Clients and suppliers -> select the client/supplier and, from the Actions menu, choose either “Send balance […]
Import settings
Settings -> Environment settings -> Import settings For a smooth start, import templates for the bank transactions of some bank have already been preconfigured. You can use these when importing bank transactions via a CSV file. If you use the XML file type, selecting an import template is not necessary. […]
Settings for fixed assets
Settings -> Environment settings -> Settings for fixed assets Check these settings before creating the first fixed asset card. Any changes made here will not affect fixed asset cards that have already been created. There are two options for the beginning of depreciation calculation. In both cases, it is recommended […]
Check of the tax prepayment account
The purpose of account 1520 Prepayment account for taxes in the program is to mirror the transactions shown on the Estonian Tax and Customs Board (EMTA) prepayment account statement. In the Tax Board’s e-service, the statement can be found under Accounting -> Prepayment account statements. In the program, open Accounting […]
Salary tax check
Before submitting the annual report, make sure that the balances of salary taxes (income tax, social tax, unemployment insurance premium and funded pension II pillar) are correct. The tax accounting balances must match the data submitted to the Estonian Tax and Customs Board (EMTA). If you have calculated salaries to […]
