To change your password, go to your profile management page in SimplBooks. In the top right corner, next to the company name, you will see a person icon. Hover over it to open the menu and select My profile. In the opened view, click the Change password button. Enter your […]
Users groups
User groups make it easier to manage permissions – just select the right group instead of setting permissions for each user separately. For additional questions, please write to us at support@simplbooks.ee
Marking the credit invoice as paid (sales invoice)
The guide describes the process of marking a credit invoice as paid using a sales invoice as an example, but the same principle applies when dealing with purchase invoices. First, you need to find the credit invoice that is pending payment from the list of invoices. You can do this […]
Sending payments to the bank
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. For international payments, banks allow the use of only one field – either the payment description or the reference number. Since the invoice number […]
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 […]
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 […]
