On the Ekoconsultant side:
- Entering cost and sales invoices into Optima by processing data into electronic form via the OCR module
- Transferring documents to accounting modules
- Importing files from online banking
- Posting invoices, bank transactions, and other documents
- Supervising and verifying the completeness and accuracy of submitted documents
- Settling CIT and VAT taxes, submitting JPK files and other reports (e.g. to GUS, NBP)
- Preparing reports, including those for Management Board purposes
- Representing the company before the Tax Office (based on PPO-1 power of attorney)
On the client side:
- Handling logistics and warehouse operations
- Sending scanned invoices and other documents to the accounting office via an electronic data exchange platform