When entering bank transactions, we recommend preferring bank import, either through the or by doing a . Why? To reduce the possibility of errors and to speed up work processes. Transactions that cannot be linked to a purchase invoice, sales invoice, or expense report are not saved under receipts and […]
Salary calculation
Wages -> Salaries -> New salary When adding salaries, there are two options – for each employee individually or for multiple employees at once. To add individually, click on the “New Salary” button, and for calculating for multiple employees at once, click on “New Salary for Multiple“. In the latter […]
How to calculate employee’s holiday pay?
Holiday pay is to be paid to the employee no later than the second-to-last working day before the start of the holiday, unless the employer and employee have agreed otherwise (Employment Contracts Act § 70 subsection 2). There are two options for calculating holiday pay: Retaining the agreed salary The […]
Adding new users
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. […]
Recording of fixed assets
Fixed assets acquired during the use of SimplBooks software should be recorded through a purchase invoice. An exception applies in cases where it may be necessary to combine the value of a fixed asset from multiple purchase invoices. In such cases, it might be more beneficial to create a separate […]
Logging in
You can log in to your SimplBooks account via the SimplBooks homepage by clicking the white “Log in” button in the top right corner. Clicking the “Log in” button will take you to the address secure.simplbooks.com, which can be saved as a favorite and used as a shortcut for logging […]
Sending sales invoices via email
Invoices that have been created can be sent out from the SimplBooks system to the client’s email address, and various files can be attached to the letter. Create a and save it. Select “Send invoice out” from the Actions menu. If desired, you can mark this option as a favorite, […]
Choosing a profit and loss statement scheme
When choosing a profit and loss statement scheme, you should consider whether you want to classify operating expenses by their nature or by functionality. In Scheme 1 of the profit and loss statement, operating expenses are classified by their nature (e.g., material costs, labor costs). Scheme 1 is generally easier […]
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 22% 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: […]
Changing Password
To change your password, go to “My Profile” in your SimplBooks environment. The “My Profile” button is located next to the environment name. In the view that opens, click the Actions button and select “Change password.” Additionally, under the Actions button, you can update your user profile and disconnect your user […]
