The VAT statement (KMD) and appendices INF A and INF B can be sent directly to the Estonian Tax and Customs Board from SimplBooks once the has been activated. The statement can still be submitted using a file. By selecting “Export” from the Actions menu, the file download view will open. […]
Editing user information
Each user of the environment can modify certain settings related to their account. To view or edit your profile, hover over the person icon on the top menu bar and select “My profile”. A page opens where you can see your name, email address and the types of notifications forwarded […]
Transactions for VAT accounting and declaration
Output VAT is recorded on sales invoices, which represents the tax liability to the Estonian Tax and Customs Board. Input VAT is recorded on purchase invoices and can be reclaimed from the Estonian Tax and Customs Board if the expense is business-related. On the VAT statement, the calculation is as […]
Cash register
Operations -> Cash register Here, all movements that have taken place through the company’s cash register are displayed. Cash transactions can be entered by: Marking them as paid from the Actions menu in the sales or purchase invoice view Entering a new receipt or payment from the Cash register view […]
Setting up the reference number
Settings -> Environment settings -> Invoice settings In SimplBooks, you can use a reference number on sales invoices. Using a reference number helps the system automatically match invoices with payments during bank import. The reference number can be either client-based or invoice-based. From the dropdown menu you can choose: Not […]
Entering initial balances – starting company
When implementing SimplBooks accounting software, initial balances must be entered for both a starting company and an existing company. Until at least one account has an initial balance entered, no entries can be made. If the initial balances are unknown or all are zero for any other reason, at least […]
Entering initial balances – existing company
When implementing the SimplBooks accounting software, initial balances must be entered for both new and existing businesses. Until at least one account has an initial balance entered, no entries can be made. If the initial balances are unknown or all are zero for any other reason, at least one account […]
Intra-Community purchases accounting – inventory goods
For intra-Community goods that you want to track in inventory, you can use a separate inventory account (especially if you also purchase goods from Estonia or outside the EU). By default, the primary inventory account is 1640 Goods purchased for sale – warehouse 1. As a second inventory account, you […]
General settings
Homepage – you can choose to see the company overview first upon logging in, or go directly to entering sales invoices or transactions. Default list length – defines the number of items displayed on one page (invoices, payments, receipts, etc.). You can choose a list length of 10, 25, 50 […]
Environment settings
In the menu, go to Settings -> Environment settings, where you can configure general rules for the program regarding entry creation (start date for automatic entries, locking, predefined entries), document numbering, and many other options. We will review them in the order they appear in the menu. For some rows, […]
