Due to the different structures of the software, it is not possible to transfer all historical data. Therefore, it is important to ensure that all necessary data is exported from the previous software. The management board of the company is obligated to ensure the preservation of data for 7 years […]
Items
SimplBooks software uses two types of items: service items and inventory items. Items are not required if you are selling services and do not need inventory management. If you sell different types of services, it is advisable to use items to track their sales revenue separately in different accounts. New […]
Entering initial inventory
If the company has inventory when adopting new software, you need to enter the initial inventory balance in the software. Does your company use a single warehouse or multiple warehouses? By default, two warehouses are already set up and can be found under the menu Warehouse -> Warehouses. If needed, […]
EveryPay payment link
Activating the EveryPay 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. However, the […]
Montonio payment link
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 […]
