HR, cash and advances in the same place as the invoices
These three usually live in separate files and separate e-mail threads. In SaldeoSMART they sit where the rest of the company's documents are.
HR, cash and advances in one system
HR means employee documents and the data needed for settlements, in the same place as the rest of the company's documents. Cash means cash reports and cash documents. Advances means taking an advance, settling it and attaching the documents that support it.
Nobody buys a system for these features, but they move advances and cash reports out of spreadsheets and e-mail chains.
What is in which plan
In the plans for accounting firms
| Feature | Asystent księgowego (Accountant's Assistant) | Specjalista biura (Office Specialist) | Ekspert biura (Office Expert) |
|---|---|---|---|
| Cash desk · features for the accounting firm | |||
| issuing cash receipt and cash payment vouchers (KP, KW) | for 3 clients | ✓ | ✓ |
| generating cash reports | for 3 clients | ✓ | ✓ |
| HR records · features for the accounting firm | |||
| list of the company's employees | for 3 clients | ✓ | ✓ |
| reminders about expiry dates (medicals, training, contracts) | for 3 clients | ✓ | ✓ |
| electronic personnel files | for 3 clients | ✓ | ✓ |
| an employee can view their own file | × | × | ✓ |
| Employee advances · features for the accounting firm | |||
| employees adding their own advances and expenses | × | × | ✓ |
| approval of advances and expenses by authorised managers | × | × | ✓ |
| generating an expense settlement for an employee | × | × | ✓ |
| HR records · features for the client | |||
| list of the company's employees | for 3 clients | ✓ | ✓ |
| electronic personnel files | for 3 clients | ✓ | ✓ |
| an employee can view their own file | × | × | ✓ |
| reminders about expiry dates (medicals, training, contracts) | for 3 clients | ✓ | ✓ |
| Cash desk · features for the client | |||
| issuing cash receipt and cash payment vouchers (KP, KW) | for 3 clients | ✓ | ✓ |
| generating cash reports | for 3 clients | ✓ | ✓ |
In the plans for companies
| Feature | Asystent e-faktur (e-Invoice Assistant) | Asystent firmy (Company Assistant) | Specjalista firmy (Company Specialist) | Ekspert firmy (Company Expert) |
|---|---|---|---|---|
| HR records | ||||
| list of the company's employees | × | ✓ | ✓ | ✓ |
| reminders about expiry dates (medicals, training, contracts) | × | ✓ | ✓ | ✓ |
| electronic personnel files | × | ✓ | ✓ | ✓ |
| an employee can view their own file | × | × | × | ✓ |
| Cash desk | ||||
| issuing cash receipt and cash payment vouchers (KP, KW) | × | ✓ | ✓ | ✓ |
| generating cash reports | × | ✓ | ✓ | ✓ |
| Advances | ||||
| employees adding their own advances and expenses | × | × | × | ✓ |
| approval of advances and expenses by authorised managers | × | × | × | ✓ |
| generating an expense settlement for an employee | × | × | × | ✓ |
Source: SaldeoSMART price list, October 2026 (the same one our calculator uses).
Payroll stays in your payroll software
SaldeoSMART organises the documents and the workflow around HR, but it will not run the payroll. Your payroll software still does that.
Permissions for employee data
We set up HR document types and permissions (employee data has the tightest access limits of anything in the system), the scheme for settling advances and how cash documents reach the accounts.
See advances being settled live
Are advances and petty cash in a spreadsheet today? Let's book a demo, and we will show it on your own example.
The demo is run by the person who will later implement the system. Prefer to call? 513 805 506