SimplBooks Support
  • Support articles
  • Contact
  • English
    • Eesti
    • Русский

Knowledge Base

User manual and FAQ

  • Where to start? 19 Articles

    • Logging in
    • Entering initial balances – existing company
    • How to start salary calculation?
    • How to transfer your existing fixed assets to SimplBooks
    • Transferring claims and liabilities of previous periods to SimplBooks
    • Change the plan
    • SimplBooks demo
    • Importing sales invoices in e-invoice format (XML File)
    • Adding new users
    • User registration, adding a company
    View all
  • PARTNERS 6 Articles

    • Contacts
    • Partners: clients, suppliers, reporting persons
    • Delivery addresses
    • Partners import (clients, suppliers, reporting persons)
    • Notes
    • How to fill in details for a foreign client or supplier
    View all
  • OPERATIONS 58 Articles

    • Operations FAQ 5 Articles
    • Sales operations 26 Articles
    • Purchase operations 27 Articles
    • How to add a project (invoices, payroll, transactions)?
    • Importing bank transactions in XML or CSV format
    • Expense reports (reporting person)
    • Logbook
    • Travel reports
    • Cash register
    View all
  • ACCOUNTING 17 Articles

    • Reports 3 Articles
    • Fixed asset 5 Articles
    • Main ledger
    • Turnover statement
    • Value added tax report
    • Accounts
    • Transactions
    • Daybook
    • How to change the settings for preparing the main accounting reports?
    • Frequently used accounting transactions
    • Transactions for VAT accounting and declaration
    View all
  • SALARIES 13 Articles

    • Salaries FAQ 2 Articles
    • How to start salary calculation?
    • Entry of employees
    • Employee salary settings
    • Setting up taxes applicable to employee
    • Calendar events (holidays, sick leaves and so on)
    • Salary calculation
    • Salary payment
    • Final salary calculation upon termination of employment – adding holiday compensation to the salary calculation
    • TSD report – submission to the e-MTA and marking taxes as paid
    • Holiday days report
    View all
  • WAREHOUSE 15 Articles

    • Warehouse FAQ 3 Articles
    • Production 2 Articles
    • How to start with inventory accounting?
    • Items
    • Importing items
    • Warehouses (adding a warehouse account, creating a new account and deleting a warehouse)
    • Entering initial inventory
    • Entering a purchase invoice – warehouse items
    • Intra-Community purchases accounting – inventory goods
    • Transferring a stock item between warehouses
    • Write-off of warehouse articles
    • Inventory income (receipt)
    View all
  • REPORTS 13 Articles

    • Reports FAQ 1 Article
    • Sales report
    • Purchase report
    • Activation of the e-MTA interface
    • TSD report – submission to the e-MTA and marking taxes as paid
    • Purchase ledger
    • Sales ledger
    • Assets report
    • Sales margin report
    • Reporting persons report
    • Holiday days report
    View all
  • SETTINGS 31 Articles

    • Users 4 Articles
    • Environment settings 10 Articles
    • Integrations 11 Articles
    • Company profile (setting details)
    • Billing (company information, plan change, deletion, and restoration)
    • Bank accounts and cash registers (adding/editing)
    • Using filters in lists
    • How to send purchase invoices under imported documents
    • Currencies
    View all
  • Other 4 Articles

    • Logging in
    • Using filters in lists
    • What is API and how it works?
    • Exporting data in XBRL GL format
    View all

Uncategorized

  • Sales invoices – settings and how to create

Knowledge Base Categories

  • Where to start? 19
  • PARTNERS 6
  • OPERATIONS 6
  • ACCOUNTING 9
  • SALARIES 13
  • WAREHOUSE 13
  • REPORTS 13
  • SETTINGS 6
  • Other 4

Got questions? Write to us:

    Name *

    Email *

    Subject

    Your question

    SimplBooks on Edukas Eesti Ettevõte

    Telli SimplBooks Youtube videode teavitused:

    © SimplBooks - Tel: (+372) 635 0000 - support@simplbooks.ee.
    Antud veebileht kasutab küspsiseid. Küpsistest saate loobuda igal ajal, muutes kasutatava seadme veebilehitseja seadistusi ja kustutades salvestatud küpsised.Ok Loe lähemalt
    Privacy & Cookies Policy

    Privacy Overview

    This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
    Necessary
    Always Enabled
    Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
    Non-necessary
    Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
    SAVE & ACCEPT