• Always compliant – Software always compliant with all applicable regulations, running your business safely and responsibly.
• All forms of bookkeeping – Lump Sum, Income and Expense Ledger, as well as Commercial Ledger, or full accounting.
• Process automation – Automatic posting of documents using accounting templates (full accounting), OCR, serial operations on documents.
• VAT settlement – VAT settlement under the general rules and cash method. Choice of VAT settlement method, monthly or quarterly settlements.
• PIT and CIT advances and annual declarations – Calculation of advances for PIT-36/PIT-36L, PIT-37, PIT-28, or CIT-8, and calculation and electronic dispatch of annual declarations.
• Full VAT records – Entering documents into VAT Registers, preparing tax returns and sending to e-Declarations system, creating printouts of VAT registers, any number of VAT sub-registers of sales and purchases.
• Create and send JPK files – Prepare and send JPK files in all structures: JPK_V7, VAT, KR, PKPiR, EWP, WB, FA, MAG.
• Additional records – In the program it is possible to register separately documents that are not VAT documents, e.g. insurance policies, orders.
• OCR of expense documents – Input invoices from scans and photos; PDF, JPG, PNG files using Comarch OCR service.
• Preparation of VAT-ZD for JPK_V7 file – Settlement of bad debt relief to correct input VAT for unpaid invoices on time.
  

• 
  VAT invoices and receipts
  – Sales invoices
  
  , pro forma invoices, advance payment invoices
  
  , receipts,
  
  purchase invoices, purchase invoices from the flat-rate farmer, correction invoices
  
  .
• Warehouse documents – External releases and receipts, internal releases and receipts, inter-warehouse transfers, recipient reservations, orders with the supplier.
• Warehouse service – Inventory control,multi-warehouse, possibility of inventory, physical inventory, trade balance of goods, statement by delivery, history of goods.
• Warehouse b illing – Specific billing methods: FIFO, LIFO, AVCO.
• Cooperation with devices – Fiscal printers and cash registers (including online), barcode readers and scanners, label printers, data collectors, payment terminals.
• Internet Sales – Full and simple integration of Comarch ERP Optima system with Comarch e-Store software and Comarch e-Sale and wszystko.pl.
• Create and send JPK files – Prepare and send JPK files in all structures: JPK_V7, VAT, KR, PKPiR, EWP, WB, FA, MAG.
• Integrations with cour iers – Full integration with couriers DHL, DPD, Polish Post, InPost Allegro service, InPost Paczkomaty, possibility to print waybills and receipt protocol.
• Declarations – Ability to generate AKC-WW, CUK-1, Intrastat, JPK FA, JPK MAG declarations.
• Others – Component picking – outgoing of components and acceptance of complex goods, turnover of bail packages, monitoring of the transport of sensitive goods through SENT, Support of VAT e-Commerce package (OSS procedure).

• 
  Accounting for employees
  – Records and billing of contracted employees including overtime and employee absences. Accounting for civil law contracts, including those with foreigners.
• Social Security Declarations – Create and send Social Security enrollment forms and settlement declarations for employees and owners to the Payer, along with the required attachments.
• PIT Declarations – Calculation and printing of tax declarations in accordance with the current form templates sending tax declarations to the e-Declarations system.
• PPK support – Ability to record data on employee participation in the program, calculate Employee Capital Plans contributions and generate payments to the financial institution.
• Various forms of employment – Possibility of HR and payroll services for multi-job workers . Payroll settlement for expatriate and temporary employees.
• Employee e-Files – Full electronic employee records available in the program, used to store all personnel documents related to the employee allowing quick and easy access to employee data.
• Batch operations – Perform operations for multiple employees at the same time, including: calculating absence limits, changing the value of selected fields in the HR form, adding absences, inserting days in the work schedule/time, serial payment of allowance (Payroll and HR Plus module).
• Other HR and payroll areas – Ability to generate own pay components based on different calculation algorithms, create own absences with limits, make auxiliary printouts for CSO reports.
  

The system allows:

• 
  Tax Book
  – Comarch ERP Optima Tax Ledger allows accounting offices to easily provide accounting services to companies and make settlements with the Tax Office on the basis of the Income and Expenses Ledger, lump-sum records, and VAT recording for the purpose of calculating the value added tax and correct calculation of VAT returns. The module is always compliant with current regulations.
• Trading Book – Comarch ERP Optima Commercial Ledger is a module that allows accounting offices to support companies in the form of full accounting in accordance with the Accounting Act. Its primary advantage is that it streamlines work by automating the accounting process, VAT recording and the ability to print and send electronic returns.
• Fixed Assets – Comarch ERP Optima Fixed Assets allows accounting offices to keep records of fixed assets and intangible assets for clients. With the module, it is possible to create depreciation schedules, automatically post depreciation allowances, record the history of a fixed asset, create inventory sheets and equipment.
• Payroll and HR – Comarch ERP Optima Human Resources and Payroll enables accounting offices to provide full HR and payroll services. Ensures work always in accordance with current regulations and: cooperates with the Płatnik program, calculates and prints tax declarations, calculates Social Security contributions and declarations, provides support for payroll adjustments, allows sending e-declarations to the US.
• Online document exchange – Internet Document Exchange (IWD) is a mechanism that ensures the secure transfer of documents between two independent installations of Comarch ERP Optima. This exchange can take place in models: accounting office client – accounting office And the company’s sales outlets – the company’s headquarters. By using Comarch’s data exchange server as a communication intermediary, the transmitted data is properly encrypted, which ensures a high level of transmission security, while preventing unauthorized deletion of data from the server and sending to the server.
• PPK service – The Comarch PPK application enables accounting offices to provide efficient services to companies in the field of Employee Capital Plans. It makes it easy to add a new service to your offerings, attract new customers and generate profits.

The BI Analysis module provides users with access to a number of standard reports prepared by Comarch specialists, thanks to which they receive great convenience in using the tool as well as a guarantee of the fastest possible access to information of interest in the following areas:

• Sales, Purchasing, Payments
• Accounting, VAT Registers, Human Resources and Payroll
• Warehouses, Service, Fixed Assets
• CRM, Accounts Payable, Accounting Office

Benefits of Comarch ERP Optima BI Analytics module:

• Better insight into the company’s operations – companies using the module receive reliable, fast and up-to-date information on many aspects of their business.
• Improved decision-making – decision-making becomes easier with clear and cross-sectional data on company performance in the form of analysis and reports, which allow owners and managers to decide whether and what actions to take to achieve the intended business goals.
• Reduce the cost of obtaining analyses – Comarch ERP Optima Analytics BI quickly answers the questions posed, and building even the most complex reports and statements comes down to using a simple drag & drop method.
• Save time – by using subscriptions, the constantly executed reports will always be delivered on time. The module will automatically send a report with all the necessary information to diagnose the current situation in the company and take appropriate action.
• Verification of the implementation of the company’s plans – using the Comarch ERP Optima Analytics BI module in a simple way on a single report, you can read the degree of the realized plan and track trends for each of the key performance indicators.