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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.

What it does

HR means employee documents and the data needed for payroll settlement, kept in the same place as the rest of the company's paperwork. Cash means cash reports and cash documents. Advances means drawing them, settling them and attaching the documents that back them up.

None of this is the feature anyone buys a system for. All three can, though, disappear from the spreadsheets and the e-mail chains where they usually live today.

Settling an employee's advances together with the documents that back them up. (Polish interface) SaldeoSMART material

What is in which plan

The table comes straight from the vendor's price list, the same one our calculator uses. As of August 2026.

In the plans for accounting firms

FeatureAsystent 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 reportsfor 3 clients
HR records · features for the accounting firm
list of the company's employeesfor 3 clients
reminders about expiry dates (medicals, training, contracts)for 3 clients
electronic personnel filesfor 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 employeesfor 3 clients
electronic personnel filesfor 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 reportsfor 3 clients

In the plans for companies

FeatureAsystent 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×××

Worth knowing up front

This doesn't replace payroll software. SaldeoSMART puts the documents and the workflow around HR in order, but it won't calculate a payroll run. You still need your own software for that.

What we set up

Types of HR document and permissions (employee data carries the tightest access limits of anything in the system), the scheme for settling advances and the way cash documents are passed to the accounts.

Related

See it on a live system

If advances and petty cash live in a spreadsheet today, it's worth seeing the difference on a live system. Let's book a demo and show it on your own example.

The person who runs the demo is the one who later does the implementation and stays with you for ongoing support. Prefer to call? 513 805 506