enpl

Closing the month

A summary per vehicle, recalculate, approve. Only then export.

In this article · 3 sections
  1. Three moves
  2. When approval won’t go through
  3. Statuses
Who it’s forAccountant · Owner
WhereReports → Monthly summaries (Raporty → Miesięczne podsumowania)
Time neededFifteen minutes a month
Have these ready
  • All trips for the month confirmed
  • Costs approved or rejected

Three moves

  1. 1
    Create a summaryYou give the year, month and vehicle. One summary covers one vehicle in one month.
  2. 2
    Click Recalculate (Przelicz)The system gathers trips, costs and kilometres for the period. You can recalculate as many times as you like until the summary is approved.
  3. 3
    Click Approve (Zatwierdź)Approving closes the month for that vehicle.

When approval won’t go through

The system won’t let you approve a month that still has unconfirmed or incomplete trips. Go back to Trips, complete them and recalculate.

When you know what you’re doing and want to close despite the warnings, there’s Approve despite warnings (Zatwierdź mimo ostrzeżeń). Use it deliberately — the gaps don’t disappear, they just stop blocking you.

Statuses

StatusWhat it means
Draft (Wersja robocza)Created, not yet recalculated, or being corrected
To approve (Do zatwierdzenia)Recalculated, waiting for a decision
Approved (Zatwierdzone)Month closed, ready to export
Exported (Wyeksportowane)Sent to the accounting software
Locked (Zablokowane)Closed for good — nothing will change any more
Useful next
Export to accounting softwareOne file, in a format your accountant can import without retyping.Trips and the mileage logRoutes are recorded from the driver’s phone. Your job is to confirm what was business travel.
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