Simple-C Knowledge Base
Find your way through Simple-C.
Practical, step-by-step guidance for setting up your account, keeping clean books, and preparing reports with confidence.
New to Simple-C?
Follow these three guides in order to move from a new account to your first recorded expense.
- Creating your account
Complete registration, understand each required field, and know what to do immediately after sign-up.
- Managing clients
Create, search, update, activate, and organize the client records that connect your Simple-C data.
- Adding your first expense
Choose the right entry method and record your first business expense without missing required setup.
Browse every topic
Choose a guide by the task you want to complete.
Start here
4 guides- Creating your account Complete registration, understand each required field, and know what to do immediately after sign-up.
- Adding your first expense Choose the right entry method and record your first business expense without missing required setup.
- Navigating Simple-C Learn how the sidebar, business selector, notifications, help tools, and account menu work together.
- Dashboard overview Understand the dashboard, select the right business context, and find pending bookkeeping work.
Clients & setup
2 guidesBookkeeping
9 guides- Providers Create and maintain a clean provider list so expenses are easier to enter, filter, classify, and report.
- Bulk operations Edit, move, or delete multiple records from Manual Entry while preserving the right transaction type.
- Managing assets Review asset records, correct descriptions, understand depreciation links, and record disposals without losing history.
- Classification Rules Build and test business-specific rules that consistently classify matching imported expenses.
- Manual Entry Enter expenses, income, adjustments, and cash income directly, then review or correct existing records.
- Entry Workflow Move through statement upload, classification, reconciliation, income, completion, and final review step by step.
- Bulk Updates Filter a large expense set and change classifications, years, banks, or businesses in one operation.
- Summary Check balances, income, expenses, and uncategorized totals month by month before preparing reports.
- Mileage Add vehicles, record monthly business and personal miles, manage archived vehicles, and export totals.
Reports
7 guides- Reports overview Choose the right Simple-C report for cleanup, analysis, year-end review, or sharing with a preparer.
- Profit & Loss report Set a reporting period, consolidate accounts, review net profit, and export a tax-ready P&L statement.
- Income and Expense report Compare income and expenses across a full calendar year and export a clean month-by-month view.
- Uncategorized Expenses report Find expenses that still need a Schedule C category and clear them before finalizing financial reports.
- Expenses Analyzer Explore monthly patterns, frequent providers, largest expenses, and category-level spending for a business.
- Assets report Review asset purchases by year, verify acquisition costs, and export an asset inventory for your records.
- Depreciation report Review annual depreciation schedules, confirm asset details, and export the report for tax preparation.
Account
4 guides- Users Add team members, assign roles and offices, reset passwords, and safely remove or restore access.
- Billing and subscription Start or renew a subscription, manage payment details, apply coupons, and review payment history.
- Profile, password, and appearance Update your contact details, company billing address, password, and saved light or dark theme.
- Notifications and support Read account notifications and send a useful support ticket with safe, relevant attachments.