Knowledge Base

• 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
• Sales invoices – settings and how to create
• Entering initial inventory
• Change the plan
• SimplBooks demo
• Importing sales invoices in e-invoice format (XML File)

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• Contacts
• Clients/Suppliers
• Delivery addresses
• Partners import (clients, suppliers, reporting persons)

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• Operations FAQ 12 Articles

• Payments/Receivables
• Unbound payments
• Creating a credit note (services, not inventory items)
• Marking the credit invoice as paid (settlement)
• Sales invoices – settings and how to create
• Entering purchase invoices and view settings
• How to add a project (invoices, payroll, transactions)?
• Sending payments to the bank
• Sale of fixed assets
• Expense reports (reporting person)

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• Accounting FAQ 9 Articles

• Ledger
• Value added tax report
• Recording of fixed assets
• Submitting a VAT statement and attachments from a file
• Frequently used accounting transactions
• Assets report
• Transactions

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• Salaries FAQ 2 Articles

• How to start salary calculation?
• Entry of employees
• Setting up taxes applicable to employee
• Calendar events (holidays, sick leaves and so on)
• Salary calculation
• Calculation of salary of employee entitled to social tax incentive
• How to calculate employee’s holiday pay?
• How to add a project (invoices, payroll, transactions)?
• TSD report – submission to the e-MTA and marking taxes as paid
• Employee salary settings

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• Warehouse FAQ 3 Articles

• Warehouses (adding a warehouse account, creating a new account and deleting a warehouse)
• Entering initial inventory
• Write-off of warehouse articles
• Intra-Community purchases accounting – inventory goods
• Why can’t articles be added to the sales invoice?
• Items
• Entering a purchase invoice – warehouse items

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• Reports FAQ 1 Article

• Sales report
• Purchase report
• Activation of the e-MTA interface
• VAT statement – Setup (2022)
• TSD report – submission to the e-MTA and marking taxes as paid
• Purchase ledger
• Sales ledger
• Assets report
• Sales margin report
• Reporting persons report

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• Settings FAQ 3 Articles

• Company profile (setting details)
• Billing (company information, plan change, deletion, and restoration)
• Change the plan
• Bank accounts and cash registers (adding/editing)
• Adding new users
• Forgot password?
• Using filters in lists
• Swedbank Gateway integration
• SEB Pank integration
• LHV bank integration

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• Logging in
• Using filters in lists
• What is API and how it works?
• Exporting data in XBRL GL format
• WooCommerce integration
• PrestaShop integration

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