Activating the Montonio payment link enables you to include a payment link in invoices sent to clients via email. By clicking the link, clients can quickly and conveniently pay the invoice, as the payment details are already pre-filled. SimplBooks does not charge any additional fees for the integration. You can […]
Calculation of salary of employee entitled to social tax incentive
For an employee with reduced work capacity, a social tax discount may be applied if the employee submits the relevant document for verification and the employer has submitted the corresponding application to the Estonian Unemployment Insurance Fund. To ensure this functions correctly in payroll, the taxes applicable on the employee […]
How to transfer your existing fixed assets to SimplBooks
If fixed assets were acquired before adopting the SimplBooks software, you need to create fixed asset cards under Accounting -> Assets. It is important to review the central settings for fixed asset accounting before entering the fixed assets to ensure that the default settings match the rules established for fixed […]
Marking a credit note as paid (purchase invoices)
This guide outlines the different options for marking a credit note as paid.You can find more information about creating a credit note in the guides titled Creating a credit note for inventory items (purchase invoices) and Creating a credit note (services, not inventory items). When marking offsetting transactions, it is important to […]
Partners import (clients, suppliers, reporting persons)
Partners -> Clients and Suppliers -> Actions button -> Import If you have exported partner data from previously used software, you can import it into SimplBooks. To do this, prepare a CSV file with the required data. Below, you’ll find information on the fields that can be imported and whether […]
VAT report
Reports -> VAT report The VAT report is generated based on the data from sales invoices and purchase invoices and is categorized according to the VAT percentage specified by the type of VAT. Purchases or sales entered as financial transactions are not reflected in this report. The purpose of the […]
Holiday days report
Reports -> Holiday days report In the holiday days report, you can view the number of unused holiday days for employees as of the selected date and use this information for calculating the holiday reserve. Upon an employee’s departure, you can retrieve the number of unused holiday days and the […]
Why can’t articles be added to the sales invoice?
If you’re encountering an issue where you can’t add a warehouse article to the sales invoice, the main reasons are: The article has no stock. To add warehouse articles to an invoice, they must first be entered into inventory. The sales invoice date is set earlier than the warehouse entry […]
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 […]
Reporting persons report
Reports -> Reporting Persons The report on reporting persons reflects partially or fully unpaid expense reports. The report shows the types of reports for which the reporting person has not been reimbursed. If an advance payment has been made to the reporting person, it appears with the description “Payment” and […]
