When entering an invoice for the purchase of goods to be recorded in the warehouse, it is recommended that the are added beforehand. A new item can also be added during invoice entry, but this means that the item details will need to be updated afterward. If a larger number […]
Entering a purchase invoice for car expenses
When entering expenses related to the company’s passenger vehicles, it is necessary to use separate VAT types for car costs so that the input VAT is recorded in the correct lines of the VAT report. When entering the purchase invoice, select the appropriate expense account and choose the VAT type […]
Recording operating lease invoices
When an operating lease agreement is concluded, an initial payment invoice is usually issued. The amount is first recognized in the balance sheet as a prepaid expense and recorded as an expense over the lease term. An example with a lease period of 5 years (60 months) has been used. […]
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 […]
SEB Pank integration
The SEB <–> SimplBooks integration automates the import of SEB bank transactions into SimplBooks. This eliminates the need to download transaction files from the bank and upload them to SimplBooks manually. Once the integration is activated, the previous day’s bank transactions are automatically imported into SimplBooks overnight. Additionally, you can […]
Adding a company to an office plan
If you are a representative of an accounting firm and are adding a new company to your office plan, be sure to check the box “Invoice to another company/existing plan.” Enter the name of the paying company there, and for an existing plan, select your company name (the accounting firm) […]
Coop Pank integration
The Coop <–> SimplBooks integration automates the import of Coop bank 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 automatically […]
LHV bank integration
The LHV <–> SimplBooks integration automates the import of LHV bank transactions into SimplBooks. This means there is no longer a need to download transaction files from the bank or upload them to SimplBooks for saving bank transactions. Once the integration is activated, transactions from the previous day are imported […]
