What Determines a Client’s Permissions?

The permissions of an accounting office client in SaldeoSMART depend on:

• The scope of functions to which the accounting office has granted access.

• The use of SMARTduet functionality.

When setting up an account for a new client or editing existing permissions, the accounting office determines which modules and functionalities the client will have access to.

What Affects a Client’s Permissions?

1. Accounting Office Package

Depending on the SaldeoSMART package chosen by the accounting office, different system modules and functionalities are available. If the office’s package does not include a specific module, you (as the client) will not have access to it.

2. SMARTduet

If both the accounting office and you (as the client) have opted to use SMARTduet, you automatically receive permissions for modules and functions related to this feature.

3. Scope of the Accounting Office’s Services

Permissions may be linked to:

• The services you pay for.

• The form of cooperation with the accounting office.

If the office handles full-scope accounting services, your permissions may focus on:

• Submitting documents.

• Monitoring basic financial information.

Types of Service and Available Permissions

1. Standard Client Service by the Accounting Office

The client account administrator can check module access as follows:

1. Log in to SaldeoSMART.

2. Go to Settings → Account.

3. Navigate to User Settings → Access to modules.
   There, you’ll see which modules the accounting office has granted you access to.

2. SMARTduet Client

If your accounting office and you have joined SMARTduet, the SMARTduet icon will appear in the top bar.

As a SMARTduet client, you automatically receive permissions for:

• Invoices

• Documents

• Bank statements

• Reading documents

• Right to KSeF (National e-Invoicing System)

Important: Regardless of the service type (standard or SMARTduet), you (as the client) manage your employees’ permissions in SaldeoSMART. Your administrator can add users and assign them appropriate access levels.

Available modules and their functions

• Invoices: Issuing various invoice types (VAT, non-VAT, proforma, advance, corrections, foreign currency), sending invoices to contractors and KSeF, managing recurring invoices, and payment notifications.

• Documents: Uploading document scans, document archive, batch operations, downloading documents in different formats, and generating payment batches (PLN and foreign currencies).

• Bank Statements: Uploading PDF statements, bank integration, transaction filtering, and AI-powered automatic transaction reconciliation.

• Reading documents: Extracting data from invoices and bank statements in PDF, downloading bank transactions.

• Right to KSeF: Sending and retrieving invoices from the National e-Invoicing System.

• Tasks management: Communicating with the accounting office via task questions, managing task statuses/priorities, and receiving notifications about new/updated tasks.

• Cash Register: Issuing cash receipts (KP/KW), generating cash reports, and searching cash documents.

• HR: Managing employee lists, digital HR document archives, and e-employee files.

• Current/Accounting settelements: Current and/or accounting settlements.

• Reports: Five predefined reports for expense analysis and monitoring.

Remember that the scope of your permissions in SaldeoSMART depends on the service package chosen by your accounting office.