Marking invoices as received/paid

In the Simplbooks system you can manually mark purchase and sales invoices as received/paid (it is done the same way for a sales invoice on the basis of a purchase invoice). Let’s look at this option on the example of a sales invoice. 1. Open “OPERATIONS” and select “Invoices”. 2. Find […]

How to calculate employee’s holiday pay?

There are three prerequisites for automatic calculation of an employee’s holiday pay. The employee is entered in the system All the employee’s previous 6 months’ salaries have been entered * The calendar includes the employee’s previous holidays and, for example, sick leaves The holiday is added to the calendar as […]

How to set employee’s income tax free part?

In SimplBooks the default setting for the income tax free part is 0 and the same number is displayed by default on the employee’s information sheet under applicable taxes. To set the personal income tax free part for an employee, follow the steps below. Open the information sheet of the […]

Salary calculation

SimplBooks offers several options for entering salaries – it can be done one by one or for all (or selected) employees at once. If you opt for the latter you should definitely set the employees’ salaries and applicable taxes on their information sheet beforehand. This manual only focuses on entering […]

Calendar events (holidays, sick leaves and so on)

The purpose of the calendar is to allow you to record events that affect the salary calculation and, if you so wish, the ones that do not so that they would be automatically taken into account in correct periods. An event requires the identification of the employee, the event type […]

Setting up taxes applicable to employee

To preset taxes for employees so that when you start calculating an employee’s salary their taxes would show up correctly, e.g. the tax-free part, you must set up the taxes on the employee information sheet. Under settings you can choose which taxes apply to the employee by default, what are […]

Entry of employees

New employees can be entered by selecting from the main menu “Salaries -> Employees”. Then click on “New employee” in the top left corner. This opens a form for adding a new employee, which is divided into three sections: main details, address and bank details, and employment data. Let’s have […]

How to start salary calculation?

Salary calculation might just be one of the most complicated things in accounting. Although we have tried to make salary calculation as automatic and precise as possible, it largely depends on the accuracy of the source data entered in the system. If you have any questions or hesitations, please be […]