{"id":38131,"date":"2025-10-02T14:04:31","date_gmt":"2025-10-02T11:04:31","guid":{"rendered":"https:\/\/www.simplbooks.ee\/?p=38131"},"modified":"2025-10-10T14:54:19","modified_gmt":"2025-10-10T11:54:19","slug":"11-tips-you-should-know-when-using-simplbooks","status":"publish","type":"post","link":"https:\/\/www.simplbooks.ee\/en\/blog\/11-tips-you-should-know-when-using-simplbooks\/","title":{"rendered":"11 tips you should know when using SimplBooks"},"content":{"rendered":"

Often it\u2019s the little tricks that make everyday work much easier. Here\u2019s a selection of practical examples based on our customer support experience. Applying these tips will help you avoid mistakes, speed up daily processes and make accounting more convenient and reliable.<\/span><\/p>\n

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1. Open SimplBooks in multiple tabs<\/b><\/h4>\n

Many users don\u2019t know that you can work in several tabs at the same time in SimplBooks. For example, if you need to compare a VAT report with another report or check payroll with the TSD, just right – click on the needed page and open it in a new tab. This way it\u2019s easier to compare information side by side.<\/span><\/p>\n

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2. VAT type and income account must match<\/b><\/h4>\n

Reports often show discrepancies when the VAT type and the income account are not aligned. Note that you can change the income account at the end of the invoice row using the small arrow. If VAT type is not used in entries, the data will not be transferred correctly to the VAT report.<\/span><\/p>\n

\"Income<\/p>\n

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3. Double-check balances in offsets<\/b><\/h4>\n

If you don\u2019t make sure that the opening and closing balances equal zero when offsetting, a balance may remain on the offset account. This can throw your balance sheet out of order. Always double – check the amounts.<\/span><\/p>\n

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4. Pending payments and receipts in bank import<\/b><\/h4>\n

Good to know: in bank import you can save pending payments and receipts even if the invoices are not yet entered. When you save a payment, an entry is created, and your bank account balance in SimplBooks stays aligned with the real bank account.<\/span><\/p>\n

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5. Use filters<\/b><\/h4>\n

The filter (funnel icon) next to the search field often goes unnoticed. Using filters helps you find information much faster and save time. For example, for amounts and dates you can use ranges (e.g. 100 – 300 or 2023 – 2024) or partial matches. For amounts, you can also filter \u201cfrom\u201d (100-) or \u201cup to\u201d (-100). The same applies to dates. <\/span>Even more information is available in our user manual.\u00a0<\/a><\/span><\/p>\n

\"Use<\/p>\n

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6. User and client history is stored (notes and logs)<\/b><\/h4>\n

SimplBooks keeps a log of all actions performed for each client (Partners \u2192 Notes), and in user management you can see the history of user activity. You can always check what has happened if needed. <\/span>You can also find more information about this in our user manual<\/a>.<\/span><\/p>\n

\"Notes\"<\/p>\n

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7. Keyboard shortcuts<\/b><\/h4>\n

If you feel some actions take too many clicks, use keyboard shortcuts. When logged in, hold down the Ctrl key to see the available quick actions.
Tip: If this bothers you, you can disable it in the settings.
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Shortcuts:
\nHelp (Ctrl);
\nNew sales invoice (Ctrl + I);
\nNew quote (Ctrl + O);
\nNew purchase invoice (Ctrl + P);
\nNew entry (Ctrl + Y);
\nNavigate (Ctrl + K).<\/span><\/p>\n

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8. Create a new invoice from an existing one<\/b><\/h4>\n

If you need to issue the same invoice repeatedly, you can easily create a new copy from an existing one. The invoice number and dates will be updated automatically.<\/span><\/p>\n

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9. Set favorite actions<\/b><\/h4>\n

In the sales invoice view (and elsewhere), you can set up to two favorite actions (buttons) that are always visible and easily accessible. This way you can add recurring actions as quick selections.<\/span><\/p>\n

\"Actions\"<\/p>\n

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\n10. Automatic draft saving<\/b><\/h4>\n

If filling out documents tends to take time, enable automatic draft saving in the settings to avoid losing entered information. Go to \u201cSettings \u2192 Environment settings\u201d and select \u201cDraft automatic saving.\u201d
It\u2019s good to know that SimplBooks logs you out automatically after 30 minutes of inactivity. In this case, this feature is very useful.<\/span><\/p>\n

\"Draft<\/p>\n

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\n11. Transactions locked until…<\/b><\/h4>\n

In the settings you can specify a date before which entries can no longer be changed (\u201cSettings \u2192 Environment settings\u201d). This locks data after reports have been confirmed. It helps avoid accidental changes in past periods. If needed, you can always adjust the date again.<\/span><\/p>\n

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\nBonus tips!<\/b><\/h4>\n