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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 4 Articles

    • Partners: clients, suppliers, reporting persons
    • Delivery addresses
    • Partners import (clients, suppliers, reporting persons)
    • Notes
    View all
  • OPERATIONS 55 Articles

    • Operations FAQ 6 Articles
    • Sales operations 25 Articles
    • Purchase operations 25 Articles
    • How to add a project (invoices, payroll, transactions)?
    • Expense reports (reporting person)
    • Logbook
    • Travel reports
    • Cash register
    View all
  • ACCOUNTING 14 Articles

    • Accounting FAQ 1 Article
    • Reports 4 Articles
    • Fixed asset 4 Articles
    • Value added tax report
    • Accounts
    • Transactions
    • How to change the settings for preparing the main accounting reports?
    • Frequently used accounting transactions
    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 11 Articles

    • Warehouse FAQ 3 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
    • Write-off of warehouse articles
    • Inventory income (receipt)
    • Inventory overview
    View all
  • REPORTS 14 Articles

    • Reports FAQ 1 Article
    • Sales report
    • Purchase report
    • Activation of the e-MTA interface
    • VAT statement – Setup (2022)
    • Submitting a VAT statement and attachments from a file
    • TSD report – submission to the e-MTA and marking taxes as paid
    • Purchase ledger
    • Sales ledger
    • Assets report
    • Sales margin report
    View all
  • SETTINGS 30 Articles

    • Users 4 Articles
    • Environment settings 6 Articles
    • Integrations 11 Articles
    • Settings FAQ 3 Articles
    • Company profile (setting details)
    • Billing (company information, plan change, deletion, and restoration)
    • Bank accounts and cash registers (adding/editing)
    • Using filters in lists
    • VAT statement – Setup (2022)
    • 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 4
  • OPERATIONS 5
  • ACCOUNTING 5
  • SALARIES 13
  • WAREHOUSE 11
  • REPORTS 14
  • SETTINGS 7
  • Other 4

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