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 […]
Entering initial balances – existing company
When implementing the SimplBooks accounting software, initial balances must be entered for both new and existing businesses. 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 one account […]
Sale of fixed assets
The most convenient and correct way to record fixed asset sales in SimplBooks is through a sales invoice. When entering the sales invoice, select the fixed asset in the additional information field (accessible via the magnifying glass icon), linking the sales invoice and the fixed asset card. When selling fixed […]
Using filters in lists
In addition to the general search field, it is also possible to search within lists based on data in different columns. To do this, click on the “Advanced Search” button next to the search field, and search fields will appear above all visible columns. The visible columns in lists are […]
Transactions
Transactions can be entered in two ways: Manually under Accounting -> Transactions Via bank import You can find various transaction examples in the guide “Frequently Used Accounting Entries.” If you have any additional questions, write to us at support@simplbooks.ee
Periodic (recurring) invoices *
* The functionality of periodic (recurring) invoices is part of the Premium plan. You can change the plan at . First, you need to add and save the sales , from which you want to start creating recurring invoices. If you want to send recurring invoices to several customers, you must create […]
Frequently used accounting transactions
Most accounting transactions are made on the basis of automatically entered transactions (invoices, payments, proceeds, payroll operations, depreciation of fixed assets). In this guide, you will find examples of how to create transactions that cannot be entered through other documents and will therefore be created by yourself. To create an […]
