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 […]
Unbilled works
Unbilled works are not related to financial transactions and do not affect accounting. Below are the reasons for their occurrence, along with examples. If you have any additional questions, please write to support@simplbooks.ee.
Export of sales invoices in e-invoice (XML file) and PDF format
Sales invoices can be exported from SimplBooks software in both e-invoice format and as PDF files. First, you need to select the invoices you want to export. You can do this by using advanced search filters or by checking the selection boxes in front of the invoice rows. 1. “Advanced […]
Importing Sales Invoices from a CSV File
Previously created sales invoices in other software can also be imported from a CSV file, but if possible, we recommend preferring the import of invoices from an e-invoice (XML) format file. Required data for importing from a CSV file: Invoice number Currency name Client name Client registration number – optional, […]
SimplBooks demo
The demo environment is for getting a general impression and is shared among all interested users. You should not enter confidential information there, and all changes are visible to others (e.g., tax rates may be changed correctly/incorrectly by someone else). 1. To explore the demo, click on the “Try Demo” link […]
