{"id":1178,"date":"2024-08-23T10:09:07","date_gmt":"2024-08-23T07:09:07","guid":{"rendered":"http:\/\/support.simplbooks.ee\/?page_id=1178"},"modified":"2024-08-23T15:27:53","modified_gmt":"2024-08-23T12:27:53","slug":"1178-2","status":"publish","type":"page","link":"https:\/\/support.simplbooks.ee\/en\/","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

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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

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

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

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In the new window that opens, you can change the report settings and, if necessary, restore the system defaults. To do this, go to Actions<\/strong> -> Restore<\/strong> statement<\/strong> default settings<\/strong>.<\/p>\n

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

The accounts included in the rows are determined by the principle: colon<\/strong> ( : ) means “up<\/strong> to<\/strong>” and comma<\/strong> ( , ) means “and<\/strong>.”<\/p>\n

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If you need to use only one side of the account (debit or credit), then add “d<\/strong>” > Debit<\/strong> or “c<\/strong>” > Credit<\/strong> at the end of the account number.<\/p>\n

To change the order of the rows, hover over the beginning of the row, grab the “dots” marker, and drag it to the desired location.<\/p>\n

You can add rows from the end of all rows under the “plus” sign and remove them under the “cross” sign.<\/p>\n

The main principles for preparing reports can be found in RTJ 2, i.e., the Accounting Board’s Guideline 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” button for each report.<\/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

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For additional instructions, please contact user support at support@simplbooks.ee<\/a>.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

SimplBooks system’s main accounting reports are located under the “Accounting” module. 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. For additional instructions, please contact user support at support@simplbooks.ee.<\/p>\n","protected":false},"author":426,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-homepage.php","meta":{"footnotes":""},"class_list":["post-1178","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/pages\/1178","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/page"}],"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=1178"}],"version-history":[{"count":2,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/pages\/1178\/revisions"}],"predecessor-version":[{"id":17040,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/pages\/1178\/revisions\/17040"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=1178"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}