The purpose of the calendar is to allow the recording of events that affect the salary calculation and, if you so wish, the ones that do not so that they would be automatically taken into account in correct periods. To enter an event related to an employee, click “Add event” or […]
Payments/Receivables
When entering bank transactions, we recommend preferring bank import, either through the or by doing a . Why? To reduce the possibility of errors and to speed up work processes. Transactions that cannot be linked to a purchase invoice, sales invoice, or expense report are not saved under receipts and […]
Salary calculation
Wages -> Salaries -> New salary When adding salaries, there are two options – for each employee individually or for multiple employees at once. To add individually, click on the “New Salary” button, and for calculating for multiple employees at once, click on “New Salary for Multiple“. In the latter […]
How to calculate employee’s holiday pay?
Holiday pay is to be paid to the employee no later than the second-to-last working day before the start of the holiday, unless the employer and employee have agreed otherwise (Employment Contracts Act § 70 subsection 2). There are two options for calculating holiday pay: Retaining the agreed salary The […]
Recording of fixed assets
Fixed assets acquired during the use of SimplBooks software should be recorded through a purchase invoice. An exception applies in cases where it may be necessary to combine the value of a fixed asset from multiple purchase invoices. In such cases, it might be more beneficial to create a separate […]
Logging in
You can log in to your SimplBooks account via the SimplBooks homepage by clicking the white “Log in” button in the top right corner. Clicking the “Log in” button will take you to the address secure.simplbooks.com, which can be saved as a favorite and used as a shortcut for logging […]
Sending sales invoices via email
Invoices that have been created can be sent out from the SimplBooks system to the client’s email address, and various files can be attached to the letter. Create a and save it. Select “Send invoice out” from the Actions menu. If desired, you can mark this option as a favorite, […]
Choosing a profit and loss statement scheme
When choosing a profit and loss statement scheme, you should consider whether you want to classify operating expenses by their nature or by functionality. In Scheme 1 of the profit and loss statement, operating expenses are classified by their nature (e.g., material costs, labor costs). Scheme 1 is generally easier […]
Processing a purchase invoice reimbursed by insurance
In this guide, we address a situation where an accident has occurred, and the costs are partially or fully covered by insurance. Since the most common incidents involve vehicles, the example here uses the car expenses account. In cases where input VAT on car expenses is recoverable at 50%, the […]
How to change the settings for preparing the main accounting reports?
SimplBooks system’s main accounting reports are located under the “Accounting” module. The principles for preparing reports can be changed in the respective report view. The settings for all reports and how to modify them are structured according to the same principle. If you have any additional questions, write to us […]
