Knowledge Base

• Entering initial balances
• Importing clients/suppliers
• How to start salary calculation?
• How to bring your existing assets over to SimplBooks?
• Transferring claims and liabilities of previous periods to Simplbooks
• Sales invoices – settings and how to create
• Entering initial warehouse inventory

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• Partners FAQ 1 Article

• Contacts
• Clients/Suppliers
• Delivery addresses

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• Operations FAQ 11 Articles

• Sales invoices – settings and how to create
• Expense reports (reporting person)
• Logbook
• Travel reports
• Periodic (recurring) invoices *
• Montonio payment link
• EveryPay payment link

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• Accounting FAQ 6 Articles

• Ledger
• Value added tax report
• Recording of fixed assets

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• Salaries FAQ 3 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

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• Warehouse FAQ 3 Articles

• Warehouses (adding a warehouse account, creating a new account and deleting a warehouse)
• Importing warehouse articles
• Entering initial warehouse inventory
• Write-off of warehouse articles

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• Reports FAQ 2 Articles

• Sales report
• Purchase report
• Submitting a VAT statement and attachments from a file
• VAT statement – Setup (2022)
• Submitting a VAT statement and attachments from a file

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• Settings FAQ 6 Articles

• Company profile (setting details)
• Bank accounts and cash registers (adding/editing)
• VAT statement – Setup (2022)
• Montonio payment link
• EveryPay payment link
• Activating CostPocket integration

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• Logging in
• Using list filters
• What is API and how it works?
• LHV Connect interface
• The SEB interface
• Swedbank Gateway interface
• Exporting data in XBRL GL format
• WooCommerce integration

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