{"id":13963,"date":"2024-03-04T07:00:00","date_gmt":"2024-03-04T06:00:00","guid":{"rendered":"https:\/\/money.cz\/novinky-a-tipy\/?p=13963"},"modified":"2024-11-03T08:50:18","modified_gmt":"2024-11-03T07:50:18","slug":"tipy-z-praxe-ucetni-operace-ktere-lze-jednoduse-automatizovat","status":"publish","type":"post","link":"https:\/\/money.cz\/novinky-a-tipy\/ucetnictvi-2\/tipy-z-praxe-ucetni-operace-ktere-lze-jednoduse-automatizovat\/","title":{"rendered":"Tipy z praxe: \u00fa\u010detn\u00ed operace, kter\u00e9 lze jednodu\u0161e automatizovat"},"content":{"rendered":"<h2>V\u00fdm\u011bna dat s e-shopem<\/h2>\n<p>Modern\u00ed \u00fa\u010detn\u00ed programy obsahuj\u00ed modul pro <strong>napojen\u00ed na v\u00e1\u0161 e-shop<\/strong>. D\u00edky tomu si oba n\u00e1stroje mezi sebou automaticky vym\u011b\u0148uj\u00ed data, tak\u017ee jsou na obou m\u00edstech aktu\u00e1ln\u00ed. Do \u00fa\u010detn\u00edho programu se nap\u0159\u00edklad z e-shopu automaticky stahuj\u00ed data o objedn\u00e1vk\u00e1ch a faktury.<\/p>\n<p>Tato automatizace \u0161et\u0159\u00ed i men\u0161\u00edm e-shop\u016fm <strong>jednotky a\u017e des\u00edtky hodin m\u011bs\u00ed\u010dn\u011b<\/strong>. Bez n\u00ed by zam\u011bstnanci museli v\u0161echny faktury p\u0159episovat z jednoho syst\u00e9mu do druh\u00e9ho. Tato automatizace nav\u00edc eliminuje chybovost zp\u016fsobenou p\u0159eklepy \u010di nepozornost\u00ed.<\/p>\n<blockquote><p>\u00da\u010detn\u00ed kancel\u00e1\u0159 Jany Novotn\u00e9 vyu\u017e\u00edv\u00e1 mo\u017enost sd\u00edlen\u00ed datov\u00fdch z\u00e1loh. \u00da\u010detn\u00ed v\u017edy st\u00e1hne nejnov\u011bj\u0161\u00ed data klienta a soubor nahraje na bezpe\u010dn\u00e9 sd\u00edlen\u00e9 \u00falo\u017ei\u0161t\u011b. Jej\u00ed kolegyn\u011b si odtamtud data st\u00e1hne a nahraje je do sv\u00e9ho Money. \u201e<em>Zpracuje klientovy doklady a pak mi je stejn\u00fdm zp\u016fsobem po\u0161le zp\u011bt. Je to rychl\u00e9, p\u0159ed\u00e1n\u00ed dat zabere jen chvilku<\/em>,\u201c \u0159\u00edk\u00e1. P\u0159e\u010dt\u011bte si <a href=\"https:\/\/money.cz\/pripadove-studie\/cifroid\/\">celou referenci<\/a>.<\/p><\/blockquote>\n<p>\u00da\u010detn\u00ed programy se sna\u017e\u00ed napojen\u00ed na e-shopy maxim\u00e1ln\u011b zjednodu\u0161it. Nap\u0159\u00edklad \u00fa\u010detn\u00ed program Money S3 nab\u00edz\u00ed modul <a href=\"https:\/\/money.cz\/vlastnosti\/e-shop-konektor-s3\/\">E-shop konektor<\/a>, d\u00edky kter\u00e9mu ho snadno propoj\u00edte<strong> se v\u0161emi velk\u00fdmi e-shopov\u00fdmi platformami <\/strong>jako nap\u0159\u00edklad Shoptet, oXyshop nebo Shopify.<\/p>\n<h2>Automatick\u00e9 \u00fapravy skladov\u00fdch z\u00e1sob<\/h2>\n<p>A\u0165 u\u017e m\u00e1te e-shop nebo prodejnu, napojen\u00ed na \u00fa\u010detn\u00ed program v\u00e1m zajist\u00ed v\u017edy aktu\u00e1ln\u00ed \u00fadaje o skladov\u00fdch z\u00e1sob\u00e1ch. Jin\u00fdmi slovy kdy\u017e si z\u00e1kazn\u00edk nakoup\u00ed zbo\u017e\u00ed, <strong>syst\u00e9m ho automaticky ode\u010dte ze skladu<\/strong>. \u0158e\u0161\u00ed to speci\u00e1ln\u00ed funkce pro napojen\u00ed na e-shop nebo pokladnu.<\/p>\n<p>D\u00edky tomu m\u00e1te vy i va\u0161i z\u00e1kazn\u00edci jistotu, \u017ee to zbo\u017e\u00ed, kter\u00e9 je dostupn\u00e9 na e-shopu, <strong>je skute\u010dn\u011b p\u0159ipraven\u00e9 ve va\u0161em skladu<\/strong>. E-shopy, kter\u00e9 tuto funkci nevyu\u017e\u00edvaj\u00ed, mus\u00ed \u010dasto \u0159e\u0161it situace, kdy si z\u00e1kazn\u00edk objednal zbo\u017e\u00ed, kter\u00e9 jste mezit\u00edm prodali jin\u00e9mu.<\/p>\n<p>Krom\u011b toho d\u00edky automatizaci p\u0159edejdete ne\u010dekan\u00e9mu vyprod\u00e1n\u00ed zbo\u017e\u00ed. Jakmile se z\u00e1soby zten\u010d\u00ed, \u00fa\u010detn\u00ed<strong> program v\u00e1s na to upozorn\u00ed <\/strong>a nov\u00e9 z\u00e1soby v\u010das dokoup\u00edte. Sami si p\u0159itom nastav\u00edte liimt, po jeho\u017e p\u0159ekro\u010den\u00ed v\u00e1s program upozorn\u00ed.<\/p>\n<link rel=\"stylesheet\" href=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/form.min.css\" \/>\n<script type=\"text\/javascript\">\n    var smFormInterval = null;\n\n    jQuery(document).ready(function() {\n        jQuery(\".shortcode-smartmailing-form .fheader p a.info\").click(function(e) {  \n            e.preventDefault();\n\n            \/*if (jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").is(\":visible\"))\n            {\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").hide();\n            }\n            else\n            {\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").show();\n            }*\/\n\n            return false;\n        });\n\n        jQuery(\"#shortcodeSmartmailingForm\").submit(function(e) {\n            e.preventDefault();\n            return false;\n        });\n\n        jQuery(\"#shortcodeSmartmailingForm button[type='submit']\").click(function(e) {\n            e.preventDefault();\n            \n            var email = jQuery(\"#shortcodeSmartmailingForm_email\").val();\n\n            if (email.length == 0)\n            {\n                alert(\"Pros\u00edm zadejte v\u00e1\u0161 e-mail.\");\n                return false;\n            }\n            if (!shortcodeSmartmailingForm_validateEmail(email))\n            {\n                alert(\"Zadan\u00fd e-mail m\u00e1 neplatn\u00fd form\u00e1t.\");\n                return false;\n            }\n\n            jQuery.ajax({\n                url: \"\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/service.php\",\n                type: \"POST\",\n                dataType: \"text\",\n                cache: false,\n                data: {\n                    \"email\": email,\n                    \"stdc\": jQuery(\"#shortcodeSmartmailingForm_stdc\").val(),\n                    \"current_url\": jQuery(\"#shortcodeSmartmailingForm_url\").val(),\n                    \"current_referrer\": jQuery(\"#shortcodeSmartmailingForm_referrer\").val()\n                }\n            }).done(function (response, textStatus, jqXHR)\n            {\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\n\t\t\t\tdataLayer.push({'event': 'newsletterSubscription', 'newsletterPosition': 'intext'});\n            }).fail(function( jqXHR, textStatus, errorThrown ) {\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\n            });\n\n            return false;\n        });\n    });\n\n    function shortcodeSmartmailingForm_validateEmail(email)\n    {\n        var re = \/^(([^<>()[\\]\\\\.,;:\\s@\\\"]+(\\.[^<>()[\\]\\\\.,;:\\s@\\\"]+)*)|(\\\".+\\\"))@((\\[[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\])|(([a-zA-Z\\-0-9]+\\.)+[a-zA-Z]{2,}))$\/;\n        return re.test(email);\n    }\n<\/script>\n<form method=\"post\" id=\"shortcodeSmartmailingForm\" class=\"shortcode-smartmailing-form\" action=\"\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/13963\">\n\n    <div>\n        <div class=\"fheader\">\n            <h3>\n                Odeb\u00edrejte \u00fa\u010detn\u00ed a da\u0148ov\u00e9 novinky srozumiteln\u011b a v\u010das            <\/h3>\n            <div class=\"se-text\">\n                <p>\n                    Zadejte v\u00e1\u0161 e-mail a na\u0161e \u00fa\u010detn\u00ed a da\u0148ov\u00e9 tipy v\u00e1m budou chodit p\u0159\u00edmo do e-mailu.                    <a class=\"info\" title=\"E-maily v\u00e1m budou zas\u00edl\u00e1ny maxim\u00e1ln\u011b dvakr\u00e1t do m\u011bs\u00edce. Z odb\u011bru se m\u016f\u017eete kdykoliv odhl\u00e1sit.\">info<\/a>\n                <\/p>\n            <\/div>\n        <\/div>\n\n        <div class=\"ffooter\">\n            <div class=\"se-body\">\n                <input type=\"text\" id=\"shortcodeSmartmailingForm_email\" placeholder=\"Zadejte v\u00e1\u0161 e-mail\" \/>\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_stdc\" value=\"D\">\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_url\" value=\"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/13963\">\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_referrer\" value=\"\">\n\n                <div class=\"se-submit\">\n                    <button type=\"submit\" id=\"shortcodeSmartmailingForm_submit\" value=\"Chci b\u00fdt v obraze\">Chci b\u00fdt v obraze<\/button>\n                                          <p class=\"mlctr success\" style=\"display: none;\">D\u011bkujeme, <strong>zkontrolujte Va\u0161i e-mailovou schr\u00e1nku<\/strong> pro potvrzen\u00ed odb\u011bru.<\/p>\n                                    <\/div>\n            <\/div>\n                          <p class=\"smart-disclaimer\">Odesl\u00e1n\u00edm souhlas\u00edte s na\u0161imi\n                <a href=\"https:\/\/money.cz\/ochrana-osobnich-udaju\/#zzvou\" target=\"_blank\">z\u00e1sadami pro zpracov\u00e1n\u00ed osobn\u00edch \u00fadaj\u016f<\/a>.\n              <\/p>\n                    <\/div>\n    <\/div>\n<\/form>\n<h2>\u010ci\u0161t\u011bn\u00ed salda<\/h2>\n<p>A\u017e <strong>t\u0159i dny pr\u00e1ce m\u011bs\u00ed\u010dn\u011b<\/strong> \u0161et\u0159\u00ed \u00fa\u010detn\u00edm automatick\u00e9 \u010di\u0161t\u011bn\u00ed salda. \u00da\u010detn\u00ed pravideln\u011b kontroluj\u00ed, zda je rozd\u00edl dvou \u00fa\u010dt\u016f v rovnov\u00e1ze, nebo jestli zb\u00fdv\u00e1 nedoplatek \u010di p\u0159eplatek. Bez <a href=\"https:\/\/money.cz\/novinky-a-tipy\/podnikani\/jak-zacit-s-automatizaci-ucetnictvi-krok-za-krokem\/\">automatizace \u00fa\u010detnictv\u00ed<\/a> mus\u00ed neproplacen\u00e9 faktury tisknout a ru\u010dn\u011b proch\u00e1zet.<\/p>\n<p>V \u00fa\u010detn\u00edm programu si m\u00edsto toho faktury jen sp\u00e1rujete a exportujete. Hotov\u00fd seznam v\u00e1m<strong> zobraz\u00ed aktu\u00e1ln\u00ed saldo <\/strong>a p\u0159\u00edpadn\u011b si pro p\u0159ehlednost se\u0159ad\u00edte doklady podle \u010d\u00edsla \u00fa\u010dtu, I\u010c nebo p\u00e1rovac\u00edho symbolu.<\/p>\n<p>Nap\u0159\u00edklad v Money S3 tuto funkci umo\u017e\u0148uje modul <a href=\"https:\/\/money.cz\/vlastnosti\/ucetni-analyzy-s3\/\">\u00da\u010detn\u00ed anal\u00fdzy<\/a>.<\/p>\n<h2>Pravideln\u00e9 fakturace<\/h2>\n<p>Jednou z rutinn\u00edch \u00fa\u010detn\u00edch operac\u00ed je vystavov\u00e1n\u00ed stejn\u00fdch faktur ka\u017ed\u00fdch m\u011bs\u00edc, nap\u0159\u00edklad za pau\u0161\u00e1ln\u00ed slu\u017eby nebo energie. \u00da\u010detn\u00ed programy dnes tyto faktury<strong> vytvo\u0159\u00ed a ode\u0161lou za v\u00e1s<\/strong>.<\/p>\n<p>V \u00fa\u010detn\u00edm syst\u00e9mu Money S3 pro to existuje modul <a href=\"https:\/\/money.cz\/vlastnosti\/periodicka-a-hromadna-fakturace-s3\/\">Periodick\u00e1 a hromadn\u00e1 fakturace<\/a>. V n\u011bm vytvo\u0159\u00edte vzor pravideln\u00e9 faktury s \u010d\u00e1stkou, \u010d\u00edslem \u00fa\u010dtu a variabiln\u00edm symbolem. Nastav\u00edte si, <strong>kter\u00fd den v m\u011bs\u00edci se m\u00e1 faktura automaticky vytvo\u0159it<\/strong>, a syst\u00e9m se o to ka\u017ed\u00fd m\u011bs\u00edc postar\u00e1.<\/p>\n<p>V praxi to funguje tak, \u017ee program ka\u017ed\u00fd den zkontroluje, zda m\u00e1 vytvo\u0159it pravidelnou fakturu, a pokud ano, po\u0161le v\u00e1m upozorn\u011bn\u00ed. Vy jen operaci potvrd\u00edte a syst\u00e9m fakturu<strong> p\u0159iprav\u00ed a ode\u0161le<\/strong>.<\/p>\n<h2>Automatick\u00e9 vy\u010dten\u00ed \u00fadaj\u016f z doklad\u016f<\/h2>\n<p>Jednou z nejm\u00e9n\u011b popul\u00e1rn\u00edch \u00fa\u010detn\u00edch \u010dinnost\u00ed je p\u0159episov\u00e1n\u00ed p\u0159ijat\u00fdch faktur. V posledn\u00edch letech ale do \u00fa\u010detn\u00edch program\u016f pronik\u00e1 funkce takzvan\u00e9ho <a href=\"https:\/\/money.cz\/novinky-a-tipy\/ucetnictvi-2\/jak-vytezovat-dokumenty-a-faktury-navod-pro-zacatecniky\/\">vyt\u011b\u017eov\u00e1n\u00ed dokument\u016f<\/a>, kter\u00e1 p\u0159ijat\u00e9 doklady zpracuje automaticky. Syst\u00e9m z faktur a dal\u0161\u00edch doklad\u016f <strong>vy\u010dte \u00fadaje a za\u00fa\u010dtuje je<\/strong>. \u00da\u010detn\u00ed tak doklady nep\u0159episuje, ale pouze si vy\u010dten\u00e9 \u00fadaje prohl\u00e9dne a potvrd\u00ed jejich spr\u00e1vnost.<\/p>\n<p>Takto nap\u0159\u00edklad funguje modul <a href=\"https:\/\/money.cz\/vlastnosti\/inbox-s3\/\">Inbox v Money S3<\/a>:<\/p>\n<ul>\n<li>M\u00e1te speci\u00e1ln\u00ed elektronickou schr\u00e1nku podobnou e-mailu, do kter\u00e9 v\u00e1m obchodn\u00ed partne\u0159i pos\u00edlaj\u00ed faktury.<\/li>\n<li>Inbox z nich vyt\u011b\u017e\u00ed \u00fadaje. Data vy\u010dte ze v\u0161ech pou\u017e\u00edvan\u00fdch form\u00e1t\u016f jako PDF, ISDOC, JPG nebo ze v\u0161ech faktur ozna\u010den\u00fdch QR k\u00f3dem.<\/li>\n<li>Vy\u010dten\u00e9 \u00fadaje <strong>na jedno kliknut\u00ed za\u00fa\u010dtujete<\/strong>.<\/li>\n<\/ul>\n<p>Inbox nav\u00edc slou\u017e\u00ed jako <strong>bezpe\u010dn\u00fd elektronick\u00fd archiv<\/strong>, ve kter\u00e9m kter\u00fdkoliv doklad rychle dohled\u00e1te a nemus\u00edte je tisknout a evidovat fyzicky.<\/p>\n\n    <div class=\"promoboxs3\">\n      <div class=\"promoboxs3__content\">\n        <div class=\"promoboxs3__content-label\">\n          Tip redakce\n        <\/div>\n        <div class=\"promoboxs3__content-heading\">\n          Vyzkou\u0161ejte si zdarma \u00fa\u010detn\u00ed program Money&nbsp;S3\n        <\/div>\n        <div class=\"promoboxs3__content-text\">\n          S&nbsp;n\u00edm m\u016f\u017eete snadno <strong>v\u00e9st \u00fa\u010detnictv\u00ed, da\u0148ovou evidenci, vystavovat faktury a&nbsp;evidovat sklad<\/strong> pro kamenn\u00fd i&nbsp;online prodej.\n        <\/div>\n        <div class=\"promoboxs3__content-cta\">\n          <a href=\"\/cenik-s3\/vyzkouset-money-s3-start\/\" class=\"c-btn--large\">St\u00e1hnout zku\u0161ebn\u00ed verzi<\/a>\n        <\/div>\n      <\/div>\n      <div class=\"promoboxs3__illustration\">\n        <img decoding=\"async\" src=\"\/wp-content\/themes\/money-blog\/inc\/assets\/img\/promobox-s3.png\" alt=\"Money S3\">\n      <\/div>\n\t\t<\/div>\n  \n<h2>Za\u010dn\u011bte s automatizac\u00ed \u00fa\u010detnictv\u00ed co nejd\u0159\u00edv<\/h2>\n<p>V\u0161echny automatizace zm\u00edn\u011bn\u00e9 v \u010dl\u00e1nku najdete v obl\u00edben\u00e9m \u00fa\u010detn\u00edm programu Money S3. Jeho p\u0159\u00ednos si <a href=\"https:\/\/money.cz\/cenik-s3\/vyzkouset-money-s3\/\">vyzkou\u0161ejte zdarma ve verzi Start<\/a>, kde m\u016f\u017eete pracovat neomezen\u011b, dokud nep\u0159ekro\u010d\u00edte limit v po\u010dtu doklad\u016f. Pot\u00e9 se rozhodnete, zda p\u0159ejdete na plnou verzi, nebo zvol\u00edte jin\u00e9 \u0159e\u0161en\u00ed.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>V\u00fdm\u011bna dat s e-shopem Modern\u00ed \u00fa\u010detn\u00ed programy obsahuj\u00ed modul pro napojen\u00ed na v\u00e1\u0161 e-shop. D\u00edky tomu si oba n\u00e1stroje mezi sebou automaticky vym\u011b\u0148uj\u00ed data, tak\u017ee &#8230;<\/p>\n","protected":false},"author":35,"featured_media":13969,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":"","inline_featured_image":false,"footnotes":""},"categories":[6,35],"tags":[382,59,168,372,177,58,175,182,218,99],"class_list":["post-13963","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ucetnictvi-2","category-ucetnictvi","tag-automatizace-v-money-s3","tag-e-shop","tag-fakturace","tag-funkce-ucetniho-programu","tag-idoklad","tag-money-s3","tag-pokladna","tag-sklady","tag-ucetni-program","tag-ucetnictvi"],"acf":[],"_links":{"self":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/13963","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/users\/35"}],"replies":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/comments?post=13963"}],"version-history":[{"count":6,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/13963\/revisions"}],"predecessor-version":[{"id":15779,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/13963\/revisions\/15779"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media\/13969"}],"wp:attachment":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media?parent=13963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/categories?post=13963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/tags?post=13963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}