Accountancy Exports
The "Accountancy Exports" module in Flowtly enables organizations to transfer financial and HR data from the platform into external accounting systems. It supports export formats compatible with popular Polish accounting software: Comarch Optima, Symfonia, and Wapro.
Each target system uses a dedicated, ready-to-import file format. All three support invoices and costs exports. Comarch Optima additionally supports employee leave and absence data, making it particularly useful for organizations that handle payroll through Optima.
The export process allows users to select a month or specific date range and choose the export type. This helps ensure accuracy and completeness before the data is handed off to the accounting team or imported into external software.
Example use cases
- Export monthly invoices in Comarch Optima format for import by the external accounting team.
- Generate a Symfonia-compatible export after reconciling costs.
- Export employee leaves and absences via the Optima export for payroll processing.
- Use the Wapro export to synchronize cost data with the organization's accounting system.
- Export cost statements filtered by date range for quarterly financial reviews.
