Help centre

• Getting started

  Account, company details, Team inbox and approving AI proposals.

  • First steps: account, company details and business profile
  • Team inbox: how to approve AI proposals and set autonomy
  • Reporting problems and questions: how it works and what happens to a report
  • Tax profile and company data from public registers

• Accounting and finance

  KSeF, bank, purchase invoices, scans, VAT and JPK, fixed assets, reports and periods.

  • How to connect KSeF and fetch purchase invoices
  • Importing a bank statement (MT940 and CSV) and matching payments
  • Purchase invoices: import, account assignment and posting
  • Document archive and reading an invoice from a scan

• Sales

  Sales invoices and credit notes, debt collection, recurring invoices.

  • Sales invoice: from draft to sending to KSeF
  • Credit note: upward and downward corrections
  • Debt collection: reminders and payment demands
  • Recurring invoices: templates, schedule and approval

• Orders and warehouse

  Orders and "To do today", picking and packing, reservations, channel pools, wholesale price lists and returns.

  • Orders and the "Do zrobienia" (To do) screen: statuses, decisions, holds and cancellation
  • Picking and packing: route picking, scans, parcels and shipment with WZ
  • Goods reservations: availability, expiry, mismatches, bundles and MM transfers
  • Channel pools and warehouse allocation rules: how much a channel sees and where an order ships from

• Sales channels and marketplaces

  Connecting shops and marketplaces step by step: where to get the keys, the first synchronisation and its effects.

  • Sales channels: types, connecting to a platform and mapping listings
  • First channel synchronisation: what will happen to stock levels on the platform
  • Buyer data in synchronisation errors: masking and retention
  • Allegro: keys, OAuth authorisation and synchronisation

• Cash register, POS and shipments

  Sales at the POS till, fiscal cash registers and Zaksio Bridge, print rules and couriers: accounts, rules, labels and cash on delivery.

  • POS register: sales, returns, cash shift, offline mode and receipt printing
  • Fiscal cash registers, printers and Bridge: how this module works
  • Installing and pairing Bridge step by step
  • Points of sale, stations and devices in the app

• HR and payroll

  Employees, contracts, payroll runs, absences, sick leave, leave, PPK, and files for ZUS and the tax office.

  • HR and payroll: employees, contracts and the monthly payroll run
  • Sick pay, benefits and e-ZLA in the payroll run
  • Leave, overtime and PPK: balance, supplements and transfers
  • ZUS and PIT files: DRA, RCA, PIT-11, PIT-4R and marking as filed

• Account and licence

  Login and 2FA, team and roles, licence, payments, data export, and API keys and webhooks.

  • Signing in, password reset and two-factor authentication (2FA)
  • Temporary password and password requirements
  • Team: invitations, roles and switching companies
  • Licence and payments: trial period, plan, grace period and read-only mode

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