Workflow in SaldeoSMART for accounting office client with SMARTduet

In this video, we show you the ideal workflow for an accounting office client in the SaldeoSMART system. You will learn how to effectively manage sales invoices, cost documents, and bank statements using three key modules of the system.

In this video, the user will see:

• Effective management of sales invoices: The process of entering, reviewing, and archiving sales invoices.
• Management of cost documents: Methods for organizing and recording cost documents within the system.
• Handling of bank statements: Ways to import and manage data from bank statements.
• Automatic sending of invoices: The function for automatically sending invoices to clients.
• Debt collection: The process of monitoring and pursuing outstanding payments from contractors.
• Booking payments: Automation of the process of assigning payments to relevant documents.
• Automatic data reading from cost invoices (OCR technology): The operation of OCR technology in extracting data from cost documents.
• Integration with the National e-Invoice System (KSeF): The process of issuing and receiving e-invoices within the system.
• Generating transfers: The function for creating and exporting data for bank transfers.
• Automatic reconciliation of bank transactions: The process of matching deposits and withdrawals from bank statements to documents in the system.
• Advanced reporting: Capabilities for generating various financial and analytical reports.
• Discussion of SmartDuet: A presentation of the extended cooperation with the accounting office, offering even more automation and artificial intelligence features.

This video will show you that SaldeoSMART is not only a tool for accountants but powerful support for every entrepreneur in managing finances and administration.