User groups are created so that you don’t have to assign different permissions to each user individually; instead, it’s enough to select the appropriate group. Settings -> Users -> User Groups (from the Actions button) Preset user groups: Administrator – a user with full rights in the environment (viewing, editing, […]
Processing a purchase invoice reimbursed by insurance
In this guide, we address a situation where an accident has occurred, and the costs are partially or fully covered by insurance. Since the most common incidents involve vehicles, the example here uses the car expenses account. There are two options for insurance reimbursement of costs: For additional questions, write […]
Cash register
Here, all movements that have taken place through the company’s cash register are displayed. Cash transactions can be entered by: Marking them as paid from the Actions menu in the sales or purchase invoice view Entering a new receipt or payment from the Cash register view If a payment or […]
How to change the settings for preparing the main accounting reports?
SimplBooks system’s main accounting reports are located under the “Accounting” module. The principles for preparing reports can be changed in the respective report view. The settings for all reports and how to modify them are structured according to the same principle. If you have any additional questions, write to us […]
Unbilled works
Unbilled works are not related to financial transactions and do not affect accounting. Below are the reasons for their occurrence, along with examples. If you have any additional questions, please write to support@simplbooks.ee.
Export of sales invoices in e-invoice (XML file) and PDF format
Sales invoices can be exported from SimplBooks software in both e-invoice format and as PDF files. First, you need to select the invoices you want to export. You can do this by using advanced search filters or by checking the selection boxes in front of the invoice rows. 1. “Advanced […]
Importing Sales Invoices from a CSV File
Previously created sales invoices in other software can also be imported from a CSV file, but if possible, we recommend preferring the import of invoices from an e-invoice (XML) format file. Required data for importing from a CSV file: Invoice number Currency name Client name Client registration number – optional, […]
SimplBooks demo
The demo environment is for getting a general impression and is shared among all interested users. You should not enter confidential information there, and all changes are visible to others (e.g., tax rates may be changed correctly/incorrectly by someone else). 1. To explore the demo, click on the “Try Demo” link […]
