Taxes applied to the employee’s salary are set on the employee card. If left unset here, they must be applied each time during salary calculation. To avoid mistakes, it is recommended to predefine taxes on the employee card. In the settings, you can indicate which taxes apply to the […]
Sales invoices paid by card, recording of receipts
If you have signed a contract with a card payment solutions provider, you will also need to make some additional settings in the SimplBooks software to ensure everything works smoothly. This guide is one possible approach. This guide uses Maksekeskus (Payment Center) as an example, but the solution works on […]
Entering purchase invoices and view settings
This guide provides information about the fields available in the purchase invoice entry view. A purchase invoice can be entered manually or imported as an e-invoice. One way to access purchase invoices is to go to Operations -> Purchase invoices. If data has already been entered, you will see a […]
How to send purchase invoices under imported documents
In SimplBooks, invoices sent to the environment’s email address and documents sent as e-invoices are placed under imported documents. Also, SimplBooks’ own invoices, if you have set in the , that the invoices are sent to the environment. To receive e-invoices, it is necessary to conclude a contract with an […]
Bank accounts and cash registers (adding/editing)
Under bank accounts and cash registers, you can view the details of existing accounts, modify them, and add new ones. To add a new bank account or cash register, click on the “New account/cash register” button. Type – Bank account or cash register* Name – Internal information for the company; […]
Creating a credit note for inventory items (purchase invoices)
When entering credit note for inventory items, it is important to note that in order for inventory accounting to function correctly, the credit note must be created from the original invoice. This is necessary to ensure that the returned goods are assigned the correct cost price. In SimplBooks, it is […]
Sales margin report
Report -> Sales margin report Sales margin report provides an overview of the revenue earned from stock items (the cost of the purchase invoice subtracted from the revenue of the sales invoice). The report displays the article code, name, unit cost price, sales margin, and quantity sold. If an item has […]
Creating a credit note (services, not inventory items)
Creating a credit invoice for a purchase invoice and a sales invoice follows the same principle. Here, we will demonstrate the crediting process using a sales invoice as an example. Once you have found the correct invoice, click on the line to open it and select “Create credit invoice” from […]
Sales report
Reports -> sales report The sales report provides an overview of purchases made during the selected period, both in summary and by articles, suppliers, and projects. To generate the report, it is necessary to select the report period. The remaining fields are not mandatory. Based on the generated report, a […]
Purchase report
Reports -> Purchase report The Purchase report provides an overview of purchases made during the selected period, both in summary and by articles, suppliers, and projects. To generate the report, it is necessary to select the report period. The remaining fields are not mandatory. Based on the generated report, a […]
