The Polish Country Package
Here you will find a short description of features in MONITOR which are specific for the Polish market. You will find more information in the manual for each respective procedure.
In order for MONITOR to function in Poland, the following adaptations are included and should be installed:
- Adaptation 84 - VAT code at part level
- Adaptation 161 - VAT handling Poland
- Adaptation 162 - Insert more standard accounts for input VAT (Poland)
- Adaptation 168 - Payment format for LB/LBI payments in Transaction List (Poland)
- Adaptation 171 - Adapted financial lists (Poland)
- Adaptation 176 - Base depreciations per month
- Adaptation 178 - Automatic numbering of supplier invoices
- Adaptation 179 - Autogiro without confirmation
- Adaptation 271 - Internal invoice in Register Supplier Invoice
- Adaptation 334 - On account payments out
- Adaptation 407 - Custom off-set coding of currency difference
- Adaptation 408 - Account statement Poland
- Adaptation 449 - Calculate interest using 365 days
- Adaptation 617 - Cashbook
- Adaptation 634 - Autogiro without confirmation
- Adaptation 674 - Print arrival note
- Adaptation 751 - Export JPK
- Adaptation 799 - Poland
- Adaptation 838 - Split payments
If an adaptation is missing, please contact the Support department at Monitor ERP System AB at +46 650 766 03, or by e-mail to support@monitor.se.
Documents
Following instructions are available as PDF's:
New settings for using JPK_V7M in MONITOR
Transaction mapping for JPK_V7M in MONITOR
Procedures
The following procedures are additional procedures for Polish systems:
Purchase | Arrival Reporting | Print Arrival Note
Accounting | Current Accounting | Calculate FIFO Currency Rate
Accounting | Current Accounting | Print VAT Report
Accounting | Current Accounting | Print Detailed VAT Report
Accounting | Switch Year / Period | Adjust VAT Register
Accounting | Switch Year / Period | Cost Control
Accounting | Current Accounting | Register Payments
Accounting | Cashbook | Register Cashbook
Accounting | Cashbook | Register Cash Report
Accounting | Cashbook | Print Cash Report
Payments
For payments in Poland you will find the following alternatives:
- Multicash - handles payments to/from Ing Bank and Bank Pekao
- SEB in Poland
- Raiffeissen POLBANK
Chart of Accounts
You will find a Polish chart of accounts under the BAS accounts tab in the Chart of Accounts procedure.
Chart of Accounts / Standard Accounts
You can find an account for VAT under the heading Liquid funds. This account is used for Split payments in sales.
Intrastat
In the Intrastat Import and Intrastat Export procedures you will find Polish Intrastat reports and a possibility to export.
VAT Report
In the Print VAT Report procedure you will find a Polish VAT report (JPK-VAT) which can be exported via file. In the Adjust VAT Register procedure you can adjust VAT register fields on Polish invoices. Adjustments can be made on both customer and supplier invoices. In the Print Detailed VAT Report procedure you can preview the VAT reports.
Export SAF-T
The Export SAF-T procedure is used to export a "Standard Audit File - Tax" in Poland. Adaptation 751 - Export JPK is required for this.
Forms
In the Company Info procedure you can select a Polish set of forms. Please remember to generate the forms when changing set of forms! Please see an example of an invoice.
Cashbook
You will find procedures regarding cashbook under the Cashbook menu in the Accounting module.
Cost Control
In the Cost Control procedure you can check that all transactions are coded correctly according to the principle "Circle of the costs". The procedure reviews all transactions within the selected period.
EC Sales List
The Polish EC sales list can be exported by file in the EC Sales List procedure. This requires the EDI link "229 - Export UE" in format group 200.
Report Generator
Polish accounting reports are available in the Report generator procedure when you select Country package PL Poland.