New users can be added to the system, and appropriate permissions can be assigned to them by using different user groups. It is recommended to familiarize yourself with the rights of the user groups before adding new users so that you can immediately assign the necessary permissions to the user. […]
Doubtful and irrecoverable receivables
Receivables from customers need to be reviewed at each reporting date. All available information must be taken into account. For example: possible bankruptcy or financial difficulties of the debtor late payments or changes in payment behavior a drop in the debtor’s credit rating You can check receivables one by one […]
Price offers
Price offers allow you to create and send properly formatted offers to customers quickly and easily. The system lets you track the status of each offer and convert it into the appropriate next document – such as a sales order, purchase order, proforma invoice, or sales invoice – with just […]
Sales invoice entry view settings
This guide includes references to the initial settings you may want to review in relation to sales invoices, as well as explanations of the different fields in the sales invoice entry view. If the has not been saved, no transactions will be generated for the documents. Before creating your first […]
Changing password
To change your password, go to your profile management page in SimplBooks. In the top right corner, next to the company name, you will see a person icon. Hover over it to open the menu and select My profile. In the opened view, click the Change password button. Enter your […]
Users groups
User groups make it easier to manage permissions – just select the right group instead of setting permissions for each user separately. For additional questions, please write to us at support@simplbooks.ee
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 […]
Billing (company information, plan change, deletion, and restoration)
What is a billing profile? The billing profile contains all the necessary details used for sending invoices to your company for software usage. This includes your company name, registration number, and the email address used for sending invoices – everything required to ensure that you receive accurate and correctly formatted […]
Expense reports (reporting person)
Expense reports make it easier to record expenses that a reporting person has paid in cash (or with a personal bank card) on behalf of the company. Expenses paid from the company’s cash register can also be entered here, but these should be entered on a separate report to allow […]
Marking the credit invoice as paid (sales invoice)
The guide describes the process of marking a credit invoice as paid using a sales invoice as an example, but the same principle applies when dealing with purchase invoices. First, you need to find the credit invoice that is pending payment from the list of invoices. You can do this […]
