You can change the plan with no extra fee Only the administrator (user) can change the plan You can change the plan (package) by clicking on the person’s icon in the top right and then “My profile -> Billing -> Manage environments”. Then select “Edit plan” and choose the desired […]
Periodic (recurring) invoices *
* The functionality of periodic (recurring) invoices is part of the Premium plan. You can change the plan at “My profile – Billing”. First, you need to add and save the sales , from which you want to start creating recurring invoices. If you want to send recurring invoices to several customers, […]
Travel reports
Travel report is intended to reflect the necessary expenses incurred by the employee during the visit (accommodation, transport, etc.) and the calculation of the daily allowance (business trip abroad). A business trip is considered to be working outside the area specified in the employment contract, it is usually determined by […]
Logbook
Logbook is useful to keep track of business rides taken with a personal car (categories M1 and M1G). Compensation can be paid for the use of a car that is not owned or possessed by the employer. Thus, the car does not have to be in the personal possession of […]
Expense reports (reporting person)
Expense reports are designed to make it easier to enter expenses incurred by the reporting person in cash (or with a personal bank card) for the benefit of the company. Expence documents paid from the corporate cash register can also be entered here, but they must be included in a […]
The SEB interface
SEB <–> The SimplBooks interface automates the import of SEB banking transactions into SimplBooks. I.e., it is no longer necessary to download an XML or CSV file from the bank or upload it to SimplBooks to enter banking transactions. Once you have activated the interface, all transactions in your bank […]
LHV Connect interface
LHV <–> SimplBooks interface automates the import of the LHV banking transactions into SimplBooks. In other words, it is no longer necessary to download the SimplBooks file from the bank or upload it to the SimplBooks to enter banking transactions. Once you have activated the interface, all transactions in your […]
What is API and how it works?
What is API and how it works? Simply put, an API (Application Programming Interface) is needed to share data between two different systems. In other words, an API is a messenger between two applications, e.g. an online store and accounting software. For example, it would be necessary for orders from […]
Logging in
From 27.08.2017 on you will need to use your e-mail address instead of your previous username to log into your SimplBooks environment. E-mail address to use is the one you used to register for SimplBooks service or the one you rceived an invitation to register as user to a specific […]
