{"id":17047,"date":"2024-08-23T15:34:28","date_gmt":"2024-08-23T12:34:28","guid":{"rendered":"http:\/\/support.simplbooks.ee\/?post_type=ht_kb&p=17047"},"modified":"2025-09-17T14:59:14","modified_gmt":"2025-09-17T11:59:14","slug":"how-to-change-the-settings-for-preparing-the-main-accounting-reports","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/how-to-change-the-settings-for-preparing-the-main-accounting-reports\/","title":{"rendered":"How to change the settings for preparing the main accounting reports?"},"content":{"rendered":"

SimplBooks system’s main accounting reports are located under the “Accounting<\/strong>” module.<\/p>\n

\"\"<\/a><\/p>\n

The principles for preparing reports can be changed in the respective report view. The settings for all reports and how to modify them are structured according to the same principle.<\/p>\n

\n
<\/span>Report settings<\/div>
\n

To do this, go to Accounting<\/strong> -> click on the required<\/strong> report<\/strong> -> Actions<\/strong> -> View report<\/strong> settings<\/strong>.<\/p>\n

\"\"<\/a><\/p>\n

In the window that opens, you can change the report settings and, if necessary, restore the system default<\/strong> settings<\/strong>. When choosing to restore default settings, keep in mind that the report settings will be restored to the currently active default settings. If you have made changes to the report settings, those will be lost.<\/p>\n

\"\"<\/a><\/p>\n

If you happen to make changes, something goes wrong, and you want to restore the previous settings, there is an option under the Actions button to ‘Restore previous settings.<\/p>\n

\"\"<\/a>Profit and loss\u00a0statement<\/p>\n<\/div><\/div>\n

<\/span>Report labels<\/div>
\n

The accounts described on the lines are designated either as ranges<\/strong>\u2014with a colon ( : )<\/strong> as the separator between accounts<\/strong>\u2014or as individual accounts, separated by a comma<\/strong> ( , )<\/strong>.<\/p>\n

Lines can be added by clicking the plus<\/strong> sign<\/strong> at the end of the line and removed<\/strong> by clicking the cross<\/strong>.<\/p>\n

\"\"<\/a><\/p>\n

If you need to use only one side of an account (debit or credit), then you should write either ‘d’ > debit<\/strong> or ‘c’ > credit<\/strong> at the end of the account number.<\/p>\n

To change the order of the lines, move the mouse to the beginning of the line, grab the ‘dots’ marker, and drag it to the desired location.<\/p>\n

The main principles for preparing reports can be found in RTJ 2, i.e., the Accounting Board’s Guide No. 2.<\/p>\n<\/div><\/div>\n

<\/span>Marking an action as a favorite<\/div>
\n

Frequently used actions can be conveniently added to the main toolbar in front of the “Actions<\/strong>” button for each statement.<\/p>\n

To do this, go to Actions<\/strong> -> press the star<\/strong> button<\/strong> next to the action. If the star is dark, it has been marked as a favorite.<\/p>\n

\"\"<\/a><\/p>\n<\/div><\/div>\n<\/div>\n

If you have any additional questions, write to us at support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[960],"ht_kb_tag":[968,970,969,648,971,554,901,548,596],"class_list":["post-17047","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reports-en-2","ht_kb_tag-balance-sheet","ht_kb_tag-modify","ht_kb_tag-profit-and-loss-statement","ht_kb_tag-report","ht_kb_tag-report-settings","ht_kb_tag-settings","ht_kb_tag-statement","ht_kb_tag-vat","ht_kb_tag-vat-statement"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/17047","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=17047"}],"version-history":[{"count":4,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/17047\/revisions"}],"predecessor-version":[{"id":25352,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/17047\/revisions\/25352"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=17047"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=17047"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=17047"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}