SimpanKira - Cloud Accounting Software for Small Business
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Knowledge base
Getting Started
I just incorporated my company
1
Follow these steps to start your accounting with SimpanKira
I am migrating from previous accounting system to SimpanKira
1
Move in with SimpanKira from old accounting software
System Setting
Subscription
5
How to Subscribe to SimpanKira?
How to Unsubscribe from SimpanKira?
How to Update My Subscription?
How to download my SimpanKira Invoice?
How to download my subscription receipt at SimpanKira?
Organisation
3
How to Add New Organisation?
How to Delete Existing Organisation?
How to Edit Organisation Details?
Accounting Tasks
Tax Rate
2
Create new tax rate
Tax rate does not display at Sales/Purchase Invoice
Sales & Service Tax
1
How to activate Sales & Service Tax (SST)
Opening Balance
2
Conversion Date
Opening Balance
Chart of Account
5
How to Create Account?
How to Delete an Account?
How to Create Bank Account?
How to Delete Bank Account?
How to Import Chart of Account?
Financial Setting
3
Financial Year End
Lock Dates
Clear All Transactions
Bank Accounts
Bank Transaction
3
How to do Spend Money?
How to do Receive Money?
How to do Transfer Money?
Reconciliation
3
How to Reconcile Your Bank Account?
Auto Matching Bank Reconciliation
Reconciliation Report
Sales Invoices & Quotes
Quotes
5
How to Create Quote?
View the Quote Online
How to Convert Quote to Sales Invoice?
Options at Quote
How to Share Quote?
Sales Invoices
14
How to Create a Sales Invoice?
How to Create a Repeating Sales Invoice?
How to Create a Proforma Invoice?
How to Record Payments for Sales Invoice?
How to Record Payments (Batch Deposits) from Multiple Invoices?
View all 14
Credit Note
0
Purchase Invoices & Purchase Order
Purchase Order
3
How to Add New Purchase Order?
How to Acknowledge the Item Received?
How to Convert Purchase Order to Purchase Invoice?
Purchase Invoice
8
How to Create Purchase Invoice?
Recording Payment on Purchase Invoice
How to Delete a Purchase Invoice?
How to Attach Document to Purchase Invoice?
How to Create Payment Voucher for Purchase?
View all 8
Requisition
3
How to Create Requisition Order?
How to Approve Requisition Order?
How to Process the Approved Requisition Order?
Advisor
Fixed Assets
6
Set the Start Date for Depreciation
How to Set the Fixed Asset Setting?
How to Add Fixed Asset?
How to Run Depreciation?
How to Reverse the Depreciation?
View all 6
Manual Journal
3
How to Create Manual Journal?
How to Create Recurring Journal?
How to Cancel the Journal?
Find & Recode
2
What is Find & Recode?
How to do Find & Recode?
Reports
Sales Report
0
Financial Reports
8
Account Transaction
Ageing Report
Trial Balance
Profit & Loss Statement
How to Add Group in Profit & Loss Report?
View all 8
Payroll Report
0
Project
Project
4
Project Overview
How to Create Project?
What is Project Type?
How to Create Task?
Timesheet
2
How to Record My Daily Timesheet?
How Project Manager to Approve/Reject Timesheet?
Inventory
Inventory
3
Overview
How to Start Tracking for Inventory?
How to Do Adjustment at Inventory?
Item
5
How to Add Item?
I am providing services. How do I add my service?
How to Delete Item?
How to Add New Unit of Measurement?
Unit Conversion for tracking Inventory
Consignment Notes
0
Contacts
Contact
4
How to Create Contact?
How to Send Contact Account Statement?
How to Edit Contact?
How to Import Contacts?
Setting
Financial Setting
1
How to Reset Data from SimpanKira?
Opening Balance
2
How to Set Opening Balance in Each Account?
Lock Balances
Invoice Customization
5
How to Upload Company Logo to Sales Invoice?
How to Set Numbering at Sales Invoice?
How to Set Terms Detail in Invoices and Quote?
How to Disable Email Notification for Invoices?
How to Set Document Prefix and Its Numbering?
Invoice Terms
0
P&L Report Layout
1
Overview
Online Payment Service
0
Users
3
How to Add User?
How to Enable/Disable the User Access?
How to Delete User from Organisation?
Audit Trail
0
Expense Claim
Expense Claim
4
Overview
How to Create New Expense Claim?
How to Review and Approve Expense Claim?
How to Set the Mileage Claim Rate?
Human Resource
Human Resource
12
Office Calendar
How to Make Announcement?
Employee Directory
Employee Record
How to Add Employee Record?
View all 12
Leave
5
How to Apply for Leave?
Who Can Approve My Leave?
Replacement Leave
Setup Leave Policy and Leave Allocation
Custom Leave Policy
Payroll
Payroll
7
Overview
How to Run Payroll?
How to Record Payroll Payment?
How to Record Salary Payment to Individual Employee?
How to Send Payslip to Employees?
View all 7
Payroll Setting
6
How to Add Essential Payroll Information?
How to Setup Accounting for Payroll?
How to Add Holiday?
Holidays for Malaysia Employment
How to Setup Payment Location?
View all 6
Projects (byk draft jer)
Project
0
WooCommerce Plugin
SimpanKira Plugin
3
Overview
Where to find the SimpanKira - WooCommerce Plugin?
How to Setup the Plugin?
BukuTunai - bookkeeping apps bagi usahawan mikro
How-to
8
Pendaftaran Pengguna Baru
Rekod Pendapatan
Rekod Perbelanjaan
Tambah Akaun Bank
Tambah Jenis Pendapatan
View all 8
Help Desk Software
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