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 […]
Employee salary settings
On the employee salaries panel, we can add the salary type, its validity period, and the gross sum. Click the “Add new salary” button. Salary type – click on the field and select the appropriate option from the drop-down menu for the signed contract. The selected salary type determines the […]
Entry of employees
Wages -> Employees -> New employee In the window that opens, there is an empty employee card divided into four categories: main details additional details address and bank details employment data. Once the employee card has been saved, you can add the and . For additional questions, please write to […]
How to start salary calculation?
Salary calculation might just be one of the most complicated things in accounting. Although we have tried to make salary calculation as automatic and precise as possible, it largely depends on the accuracy of the source data entered in the system. If you have any questions or hesitations, please be […]
Setting up taxes applicable to employee
Taxes applied to the employee’s salary are set on the employee card. If left unset here, they must be applied each time during salary calculation. To avoid mistakes, it is recommended to predefine taxes on the employee card. In the settings, you can indicate which taxes apply to the […]
