During accounting, contact with the client is essential. They are the ones who provide documents, which are then analyzed and processed by specialists. Our programs for accounting offices allow for efficient communication and gathering all settlements in one place. This is exactly where all invoices go, which can then be used by people dealing with accounting.
Our ERP programs for accounting offices allow not only for the exchange of documents but also for contact in case of any doubts. The client can independently check the status of invoices and other settlements, without the need for individual contact with specialists. The ERP systems for the accounting office are available to the company all day long.
The software also allows for gathering all the most important information about the client – the positions of individual people in the hierarchy of a given company, and also those created from documents or their statuses. We made sure that our programs for accounting offices are transparent and allow for easy reading of specific information.
Our management system for accounting offices is also compatible with the so-called VAT taxpayer white list. This is nothing other than a list of entities registered as VAT taxpayers, non-registered, deleted, and restored to the register.
Thanks to the white list, it is possible to:
Accounting offices also have direct access to the VAT taxpayer white list from the government side. However, the synchronization of our software with the register allows for significantly faster retrieval of information about individual companies, without the need to use several portals – such a solution significantly streamlines the conducted operations. The time saving, in turn, translates into client satisfaction and also the possibility of serving a larger number of companies at the same time.
The basic document issued by every company is the invoice. It contains information on the sale of goods or services along with the calculated tax. Our system allows for uploading scans or electronic versions of such documents, and also for completing individual information in separate fields. In this way, the system is automatically analyzed, and if necessary, the original document can be found instantly.
This solution is beneficial for the accounting office and its client. During the month, hundreds or even thousands of invoices are issued, and their proper organization requires large storage space. Invoices must be properly archived, so that in case of control, they can be accessed quickly. Our system is transparent, which allows for finding a specific document in just a few seconds.
What's more, our ERP systems allow for automatic backup of data – they are saved in many places. You don't have to worry about losing information – they can be recovered without any problem, even in case of software failure.
The program for servicing the accounting office also allowed for generating reports based on the information placed in it during the last weeks, months, or years. In this way, it is easier to determine the increases and decreases in sales, which allows clients to determine a better direction in their activities. Reports are available, among others, in the form of charts, which perfectly illustrate the calculated parameters.
The client can independently generate reports and analyses that are useful, among others, during the planning of a new strategy of operation or preparation of training for employees. Transparent charts illustrate the increases and decreases, and also make it easier to analyze events that contributed to them. Such a solution sped up the implementation of changes in the enterprise.
Our ERP systems for the accounting office are flexible solutions that can be easily adapted to the specifics of a given company. They enable uploading schemes, which significantly streamline repetitive activities. The systems work well both in the case of small offices serving only a few clients, and those serving a decidedly larger number, where every day processing thousands of data. Our specialists will help adapt the management system for accounting offices to your needs, and also indicate how to use the software correctly.
We invite you to contact our company – we will present the possibilities of available ERP systems for accounting offices and help implement it in your company.