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. […]
Companies & billing (company information, change plan, delete, restore)
What is the SimplBooks self-service portal (billing profile)? In the self-service portal, you can view the details that are used to send invoices for software usage to your company. This includes your company name, registration number, and the email address used for sending invoices – everything needed for us to […]
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
Bank accounts and cash registers (adding/editing)
Under bank accounts and cash registers, you can view the details of existing accounts, edit them, and add new ones. To add a new bank account or cash register, click the “New account/cash register” button. Type – Bank account, cash register or offsetting * Name – Internal company information; if […]
Change the plan
You can change the plan with no extra fee Only the administrator (user) can change the plan To change the plan (package), click on the person icon in the top right corner (1) and select “My profile” (2). Then navigate to the “Billing” section (3) and click the link “Manage […]
Importing sales invoices in e-invoice format (XML File)
It is possible to import sales invoices into the SimplBooks program in e-invoice format (XML file). If you have previously created sales invoices in another software but wish to have them reflected in the SimplBooks system, you can import the sales invoices in e-invoice format (provided that the other system […]
