Manual transaction entry<\/strong><\/p>\n\n\n\n Accounting -> Transactions -> +New transaction<\/strong><\/p>\n\n\n\n On the left side, enter general information about the transaction and the date. On the right side, enter the Debit and Credit amounts for the transaction, then click “Save Transaction.”<\/p>\n\n\n\n <\/div><\/div>\n\n\n Importing Bank Statements<\/strong><\/p>\n\n\n\n Upload the bank statement XML file as usual via “Incoming Payments” or “Outgoing Payments,” or via the menu: “Payroll” \u2013 “Payments” \u2013 “Import.” It doesn’t matter how you import the statements\u2014once they’re imported, you’ll see all the transactions and will be able to record them.<\/p>\n\n\n\n If bank transactions have been imported but not yet processed, you can change the transaction type<\/strong>. The available options depend on whether the transaction is an income or an expense transaction.<\/p>\n\n\n\n The system usually recognizes bank entries and can immediately suggest an expense account or offset them against a purchase or sales account<\/p>\n\n\n\n You can change the transaction type by clicking the arrow. Available types: Receivalble\/payable<\/strong> (used for purchase and sales payments), financial transaction<\/strong> (used for taxes, commissions, etc.), salary<\/strong>, salary taxes.<\/strong><\/p>\n\n\n\n\u25cf<\/span> If you are importing, for example, bank fees <\/strong>or taxes (other than salary taxes), select \u201cFinancial Transaction\u201d for the imported entry, enter a description, specify the debit side in the Accounts column (e.g., VAT Balance Account or Bank Fees), and save (the green checkmark at the top right of the transaction).<\/p>\n\n\n\n\u25cf<\/span> When paying salary or taxes, select the type \u201cSalary Payment\u201d or “Salary taxes”<\/p>\n\n\n\n![\"\"](\"https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2026\/07\/SimplBooks-import-en1.png\")
<\/a><\/figure>\n\n\n\n<\/a><\/figure>\n\n\n\n<\/a><\/figure>\n\n\n\n\u25cf<\/span> When reporting payroll taxes to SODRA or VMI, select “Salary Taxes.” Specify the recipient, and after clicking the “salaries” field, select the employees for whom taxes are to be paid in the window that opens on the right.<\/p>\n\n\n\n<\/a><\/figure>\n\n\n\n<\/a><\/figure>\n\n\n\n<\/div><\/div>\n\n\n