The implementation of SimplBooks software is quick and easy! The entire process, from start to actually beginning work, takes about 5 minutes. To join, go to the SimplBooks homepage and click the green “Join for free” button. Fill out the registration form, review the terms of service, and click the […]
Purchase ledger
Reports -> Purchase ledger In the purchase ledger, partially or fully unpaid purchase invoices and payments not linked to invoices are reflected. By clicking on the row, you can open the original document – either the invoice or the payment. If the supplier has a negative amount in the balance […]
Sales ledger
Reports -> Sales ledger The sales ledger reflects partially or fully unpaid sales invoices and receivables that are not linked to invoices. By clicking on the row, you can open the original document – the invoice or receivable. If the customer’s balance shows a negative amount in the column, it […]
Submitting a VAT statement and attachments from a file
The VAT report (KMD) and annexes INF A and INF B can be exported from SimplBooks software as an XML file and imported into the Tax and Customs Board system. As of January 2022, the main report data and annexes are combined into one file. When the report for the […]
Calendar events (holidays, sick leaves and so on)
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 […]
Manual entry of payments and receipts
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 […]
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, […]
