Recording sales under the OSS scheme

SimplBooks does not have dedicated functionality or a specific report for the OSS scheme. However, you can record OSS sales in a way that keeps sales revenue and VAT separate by country in the accounting records and makes the information needed to prepare the OSS VAT return easy to find. […]

Salary calculation

Salaries -> Salaries -> New salary There are two options for adding salaries: for one employee at a time or for multiple employees at once. To add a salary for one employee, click the “New Salary” button. To calculate salaries for multiple employees at once, select “New salaries for many”. […]

Importing sales invoices from a CSV file

Sales invoices previously created in other software can also be imported from a CSV file. However, whenever possible, we recommend importing invoices from an e-invoice (XML) file instead. The following information is required when importing from a CSV file: invoice number invoice date currency customer name customer registration number – […]

Editing a saved VAT Statement

You can identify a saved VAT statement by the green dot next to the period name. The VAT statement is saved automatically when it is submitted to e-MTA via the integration or downloaded as an XML file. The statement can also be saved from the Actions menu, although this is […]

AI assistant

The SimplBooks AI assistant is a smart helper that can answer questions about both using SimplBooks and managing your company’s accounting. The AI Assistant can answer questions about SimplBooks features, analyse company data, and help identify potential errors or inconsistencies. It retains the context of the conversation, so you do […]

Adding sales invoices: entry examples

This guide provides examples of entering sales invoices in the most common situations. In the sample images, some fields have been deactivated, which may result in a view different from the one in your environment. For more information on configuring the invoice transaction view, please refer to the guide Sales […]

Fixed asset write-off

A fixed asset is written off when the asset: is fully depreciated, or is no longer in use (e.g. sold, destroyed, or no longer usable). A write-off means removing the asset from the company’s fixed asset records. In the case of a fixed asset sale, the write-off entry is generated […]

Recording fixed assets via purchase invoice

Fixed assets acquired during the use of SimplBooks should be recorded via a purchase invoice. An exception applies in cases where the cost of a single fixed asset is formed based on multiple purchase invoices. In such cases, it may be more appropriate to create a separate fixed asset card. […]

Transactions

Transactions can be entered in two ways: manually under Accounting -> Transactions via bank import Examples of different accounting entries can be found in the guide “Frequently used accounting tramsactions“. If you have any additional questions, write to us at support@simplbooks.ee