A new users group can be added under “Users groups” and rights can be assigned to it or the rights of an existing group can be adjusted. 1. Open “OPERATIONS” and select “Users”. 2. On the next page select “USERS GROUPS”. 3. – If you want to add a new […]
Using list filters
A list can be filtered by the content of columns by using the search field of the specific column and sorting by means of the arrows following the column name. Text field – for exact matches enter the equal sign at the beginning of the search. Example: =Company name Number […]
Bank accounts and cash registers (adding/editing)
On the next page you will see existing bank accounts and cash registers and their status – active or default selection. 1. Open “SETTINGS” and select “Accounts and cash”. 2A. To add a new bank account click on “NEW ACCOUNT/CASH REGISTER”. Where necessary, you will first have to enter a […]
Company profile (setting details)
Documents, sales invoices and offers issued by the company shall include your company’s basic details and bank accounts. Such details are usually set out in the document footer. N.B. When you change any details in your own environment the details in the Simplbooks database are not renewed! Please contact us […]
Entering initial balances
Both starting companies and companies already operating have to enter initial balances when they first start to use the Simplbooks accounting software. New transactions cannot be made until the initial balance is entered for at least one account. If initial balances are unknown or they are all zeroes for another […]
