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Where to start? 20 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)
- Forgot password?
- Adding new users
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OPERATIONS 43 Articles
- Operations FAQ 13 Articles
- Payments/Receivables
- Unbound payments
- Price offers
- Creating a credit note (services, not inventory items)
- Marking the credit invoice as paid (sales invoice)
- 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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SALARIES 13 Articles
- 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 11 Articles
- Warehouse FAQ 3 Articles
- Warehouses (adding a warehouse account, creating a new account and deleting a warehouse)
- Importing items
- 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
- Warehouse settings
- How to start with inventory accounting?
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SETTINGS 26 Articles
- Settings FAQ 7 Articles
- Company profile (setting details)
- Billing (company information, plan change, deletion, and restoration)
- Bank accounts and cash registers (adding/editing)
- Adding new users
- Changing password
- Forgot password?
- Using filters in lists
- Swedbank Gateway integration
- SEB Pank integration
- LHV bank integration
Knowledge Base
User manual and FAQ
Telli SimplBooks Youtube videode teavitused:
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