Purchase invoice payments can be sent to the bank via the bank integration or by exporting them from a file. The different options are described below. If you have any additional questions, write to us at support@simplbooks.ee
Unbound payments
Unbound payments are payments made to suppliers that are not linked to a purchase invoice. In the purchase ledger, these are recorded as prepayments. Unbound payments can be found by going to Operations -> Payments. Data can be searched and sorted based on all visible parameters. More information on how […]
Activating CostPocket integration
Activating the CostPocket integration in the SimplBooks environment takes only a few minutes, but digitizing expense documents can save hours of work time annually, allowing for more efficient use of that time. Activation: Settings -> Integrations -> CostPocket After clicking the “Activate” button, a page will open where you can […]
Unmatched receivables
If the receipt is not linked to a sales invoice, its status will be displayed as “Pending.” In the sales ledger, these receipts are recorded as prepayments. Receipts can be found by going to Operations -> Receipts. Data can be searched and sorted based on all visible parameters. More information about […]
Entering a purchase invoice – warehouse items
When entering an invoice for the purchase of goods to be recorded in the warehouse, it is recommended that the are added beforehand. A new item can also be added during invoice entry, but this means that the item details will need to be updated afterward. If a larger number […]
Entering a purchase invoice for car expenses
When entering expenses related to the company’s passenger vehicles, it is necessary to use separate VAT types for car costs so that the input VAT is recorded in the correct lines of the VAT report. When entering the purchase invoice, select the appropriate expense account and choose the VAT type […]
Recording operating lease invoices
When an operating lease agreement is concluded, an initial payment invoice is usually issued. The amount is first recognized in the balance sheet as a prepaid expense and recorded as an expense over the lease term. An example with a lease period of 5 years (60 months) has been used. […]
Project settings
Settings -> Environment settings -> Project settings Projects allow you to track specific work-related expenses and income. Projects can be assigned to purchase and sales invoices, financial transactions and also when preparing payroll calculations. You can read the guide on adding projects to documents “How to add a project (invoices, […]
Project report
Reports -> Project report To generate the report, it is necessary to select the reporting period and the project. Lines with projects added directly to financial transactions are not included in the project report. These are included in reports generated based on transactions: balance sheet, profit and loss statement, main […]
Swedbank Gateway integration
The Swedbank <-> SimplBooks integration automates the import of Swedbank transactions into SimplBooks. This means there is no longer a need to download transaction files from the bank and upload them to SimplBooks for saving bank transactions. Once the integration is activated, transactions from the previous day are imported automatically […]
