Settings -> Environment settings -> Expense and travel reports settings General settings – number formula, amounts with or without VAT The set up of the expense report number formula works the same way as the By default, expense document lines are entered without VAT. If necessary, you can set the […]
Purchase invoices settings
Settings -> Environment settings -> Purchase settings Here you can find the settings for purchase invoices and purchase orders. Purchase invoice settings Purchase invoice number formula – the formula for generating purchase invoice document numbers works the same way as the sales invoice number formula. You can find the guide […]
Sales orders settings
Settings -> Environment settings -> Sales orders settings The number formula setup follows the same logic as invoice number setup. The guide can be found under: Invoice settings -> General settings. When creating a sales order, the number of days entered here is used to calculate the order fulfilment time. […]
TSD report – submission to the e-MTA and marking taxes as paid
Reports -> TSD report The TSD report consists of two parts. The upper section of the report reflects salary payments, while the lower section includes the closing transaction for salary taxes. The report displays data based on the payout month. In SimplBooks only Annex 1 can be generated. If other […]
Warehouse item write-off
Warehouse -> Documents -> New document -> Inventory write-off The view that opens contains the inventory write-off document form. General information panel Document no. – generated automatically by the system. You can configure the numbering formula under Settings -> Environment settings -> Warehouse settings. Date – today’s date by default. […]
Price offer settings
Settings -> Environment settings -> Price offer settings The price offer number formula setup follows the same logic as invoice numbering. You can find the instructions under: Invoice settings, general settings. When preparing a price offer, the validity period of the offer is taken from this section. By default, prices […]
Warehouses (adding a warehouse account, creating a new warehouse and deleting a warehouse)
Before adding a new warehouse, make sure that a suitable financial account already exists. If multiple warehouses are used, each warehouse must have its own financial account (a balance sheet account used to record warehouse transactions). More information: Items Entering initial inventory Entering a purchase invoice – warehouse items Why […]
Sending the VAT statement to e-MTA via integration
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 follows: output […]
