Saldeo SMART

BrainSHARE IT sp.z o.o.

About this app

To use the mobile application, you must have access to the SaldeoSMART program in the web version. Meet the mobile application intended for Users of SaldeoSMART in the online version.

- SENDING INVOICES TO THE KSEF

Send the issued invoices to the KSeF in accordance with the requirements of the Ministry of Finance.

- ADDING AND EDITING DOCUMENTS IN PDF

Simple and fast - just scan any document with your phone and add it via the mobile application installed on your phone. The document will be immediately visible in your SaldeoSMART account for both you and your accountant. In the Attachments tab, you can add and edit document attachments and related documents. You can edit the added documents - invoices, and for Document Circulation Users also contracts, letters and orders.

- READING DOCUMENTS

The downloaded document can be read automatically using OCR. In this way, the invoice will be immediately described (number, dates, amounts or the name of the contractor) and you will give it the correct type.

- SEARCH AND SEND DOCUMENTS

Do you need to check the document you have given to the accounting and you do not have a computer at hand? Search for it in the mobile application by various parameters and filters. When you find the document you need, you will preview the scan and be able to send it by e-mail.

- ACCEPTANCE OF DOCUMENTS IN THE CIRCULATION

You will remotely approve documents and forward them to the next stage in the Document Circulation, taking into account: parallel approval, transition conditions, indicating a responsible person and adding a comment. You will be informed about the documents assigned to you via push messages.

- ISSUING AND SEARCHING OF SALES INVOICES

Issue a sales invoice, VAT margin, gross amount or an invoice for non-VAT in your phone. You can add a new contractor, product, download data from the database or enter the payment date. Additionally, you will mark the GTU code and the JPK procedure on the invoice. You will send the issued invoice immediately to your contractor, issue a similar one, download it to your phone or delete it. You will also find all previously issued invoices in no time.

- VIEWING THE ACCOUNTING BILLING

The summary of the company's accounting settlement contains information on revenue, costs, profit / loss cumulatively. The user can also see the details of the settlement, i.e. types of taxes / ZUS payable and information whether they are already paid. SaldeoSMARt will send you a push notification if there are new information about taxes, ZUS or the expiring payment date.

- PAYMENT CONTROL

It applies to both sales invoices and cost documents. Partial payments can be entered. You also have access to a list of unpaid Company sales invoices and cost documents along with their summary.

- WORKS

View, edit and add tasks whenever you need them. Push notifications will remind you of the upcoming task completion date.

- TWO-FACTOR AUTHENTICATION TOOL

View the code in the "Authorization" tab. Available from version 2.59 online SaldeoSMART.

- AUTOMATIC ACCESS LOCK

Set the time after which the access to the application is to be blocked.

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Accounting settlements, sales invoices and functions related to them are available only in the Customer Communication Package, and the Tasks in Office Management.

We take care of security and access to information in accordance with the rights granted - the visibility of individual elements and access to functionality depends on the rights assigned to a given user. User permissions may be changed by the Account Administrator.

The functionality of SaldeoSMART is tailored to the needs of both accountants and companies. The program is already used by 155,000 companies all over Poland. Every month, over 4 million pages of documents are processed. Now you can access your (company) or your clients (accountant) cost documents and invoices from the level of the mobile application installed on your phone.