Polish Location for Business Central - the key to compliance and efficiency for your business

Microsoft Dynamics 365 Business Central is a comprehensive ERP system that streamlines business management and allows for full control over business processes.

There are installations for which Microsoft provides localization (meets the requirements of a given market). The full list of countries can be found at this link: Country/regional availability and supported languages - Business Central | Microsoft Learn.

However, the standard version of this system does not take into account the specific legal and accounting requirements applicable in Poland, which is why it is necessary to use the services of an external partner. This is where Polska Lokalizacja dla Business Central, provided by IT Integro, comes in handy – a solution that ensures compliance with regulations and significantly facilitates business operations in our country.

What is Polish Localization for Business Central?

Polish Localization is an extension of Microsoft Dynamics 365 Business Central that introduces functionalities tailored to Polish tax, accounting, and legal requirements. Thanks to this extension, Business Central users can conduct their business in accordance with regulations and take advantage of improvements that increase operational efficiency. The provider ensures continuous improvement of the application and updates it in accordance with requirements and changing regulations.

Key features of the Polish Localization

Polish Localization from IT Integro offers a range of functionalities that support companies in their daily operations. Here are the most important ones:

1. Support for the uniform control file (JPK)

• Automatic generation of JPK files compliant with Polish law requirements directly from Business Central
• Exporting JPK files to the Ministry of Finance system
• Support for various JPK structures, including JPK_VAT, JPK_FA, JPK_MAG
• Assigning tags identifying accounting accounts in order to prepare a uniform JPK_KR_PD control file. Preparing data structures for JPK KR PD and JPK ST reporting – in progress.

2. Split payment mechanism

Polish Localization has introduced a "Split payment" field on documents and records, which determines the type of bank transfer. The system checks compliance with the statutory conditions for mandatory MPP and requires confirmation of the user's decision during posting.

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3. Integration with the National e-Invoice System (KSeF)

• Automatic sending and receiving of invoices within KSeF
• Compliance with legal requirements for electronic invoicing
• Streamlining processes related to the circulation of financial documents

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4. Support for Polish VAT rates and accounting schemes

• Configuration of VAT rates in accordance with Polish regulations
• Automatic assignment of appropriate accounting schemes to transactions
• The ability to adjust VAT settings to the specific nature of the company's operations
• Access to VAT-related features, e.g., deferred VAT, use of default VAT attributes, management of VAT records in a dedicated spreadsheet, reverse charge support, three-party transactions, use of alternative VAT/TIN numbers, and many more.

5. Handling cash

Correction of the bank account exchange rate based on the FIFO method. This method is used in Polish Localization when calculating the value of cash deposits in foreign currencies.

6. Handling receivables and liabilities

As part of Polish Localization for Dynamics 365 Business Central, solutions have been prepared that enable:

• Creating sales document printouts in accordance with legal requirements
• Issuing a single sales correction invoice for multiple sales invoices
• Simplified creation of sales correction invoices using the sales correction wizard
• Generating Buyer Balance Confirmation and Supplier Balance Confirmation reports, which show the status of receivables or payables on a selected date
• Posting advance invoices
• Inclusion of one-time contractors' data in VAT records and settlement of purchase invoices with employee advances
• Downloading data from the BIR and the VAT taxpayer register

7. Fixed asset management

• Generating the Annual Depreciation Plan report
• Classification of fixed assets in accordance with Polish law

8. Inventory management

• Defining and assigning PKWiU codes to stock on a sales invoice
• Preparation of Intrastat declarations in accordance with legal requirements
• Preparation of the inventory document

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9. Handling specific financial reports

• Generating reports in line with Polish accounting requirements
• Ability to export reports in formats compatible with Polish institutions
• Statements of turnover and balances for K/G accounts, suppliers, buyers, aging reports, reports on international exchange of services, and many other essential financial reports.

Why is it worth implementing Business Central with Polish localization?

By choosing to implement Business Central with Polish Localization, your company not only gains compliance with regulations, but also saves time and optimizes processes. Thanks to automation and integration with key institutions and accounting systems, you can significantly reduce the risk of errors and cut costs associated with manual data processing.

Implementation of Polish Localization with our team

As an experienced Microsoft partner, our company offers comprehensive implementation of Business Central with Polish localization. We help tailor the system to the specifics of your business, provide training for employees, and offer full support at every stage of implementation.

If your company wants to gain a modern, compliant with Polish law, and effective ERP solution, contact us today!

We would be happy toshow you how Business Central with Polish localization can improve your business operations.

🚀‍ Write to sales@intersys.pl