Partners -> Delivery aadresses A delivery address can only be added to sales invoices. This may be necessary when the invoice payer and the goods recipient are in different locations (for example, in trading companies where the legal address differs from the store locations across Estonia). It is also possible […]
Notes
Partners -> Notes The system automatically saves a log of sent sales invoices, quotes, etc., under Notes. The log is also visible on the client/supplier card (Partners -> Clients and Suppliers). Notes can also be added manually to better manage information related to the client or supplier. You can search […]
Travel reports
The travel report is used to record expenses paid by the employee during a business trip, such as accommodation, transport and other necessary costs, as well as the calculation of daily allowances (for foreign business trips). A business trip means work performed outside the area specified in the employment contract, […]
Inventory income (receipt)
Usually, you don’t need to record inventory income separately, as it is generated automatically when you enter purchase invoices for inventory items. You can read about entering a purchase invoice for inventory items in the guide Entering a purchase invoice – warehouse items and an example of entering a sales […]
Importing items
To import items into SimplBooks, you need to prepare a CSV file containing the necessary data. Below is a description of the fields that can be imported, including whether each field is required or optional. After entering the required data into the file, save it using the “Save As” option […]
Logbook
A logbook is required to record business trips made with a private car (categories M1 and M1G). Compensation can be paid for using a car that the employer does not own or possess. The car does not need to be owned by the user personally, but the right to use […]
VAT classes
Settings -> Environment settings -> VAT classes VAT classes are preconfigured by us for the most common situations. You can also add additional classes yourself based on your company’s specific needs. By clicking the pencil icon, you can modify the settings of VAT classes. For preconfigured classes, you can only […]
Reflecting the value added tax paid during the acquisition of the fixed asset in the value added tax report
When purchasing fixed assets, the VAT type 24% Acquisition of Fixed Asset must be used. In the VAT report, line 5.2 shows the input VAT on fixed assets acquired for business purposes included in the amount on line 5. If the company’s environment was created before 2022, we recommend checking:
Salary payment
Once the salary has been calculated, the next step is to pay it out. To generate a payment file or send the salary to the bank via a bank integration, the employee must have a bank account (IBAN) saved on their employee card. Options for marking salary payments as paid: […]
Final salary calculation upon termination of employment – adding holiday compensation to the salary calculation
When an employment contract ends, the final salary must be calculated based on the employee’s last working day. Any unused leave days must be compensated as part of the final salary calculation. Compensation for unused leave is recorded using the salary type “Holiday compensation at the end of employment contract“. […]
