Rewizor Nexo (InsERT)

Rewizor nexo is a modern system supporting full-scale bookkeeping. The technologies and interface solutions used make company accounting more convenient and faster.

Rewizor nexo supports accountants at every stage of their work: from managing charts of accounts, posting and bookkeeping, through VAT, vehicle, contract and payroll records, fixed asset management, to issuing tax declarations, cash operations and bank account operations, as well as recording and settling receivables and payables. Despite its rich functionality, it stands out for its simple, intuitive operation.

Rewizor nexo is part of InsERT nexo - an integrated suite that also includes: Subiekt nexo - a sales and inventory management system, Rachmistrz nexo - a simplified accounting program, Gratyfikant nexo - an HR and payroll system, and Gestor nexo - a customer relationship management system.

Key features of Rewizor nexo:

• smooth transition from simplified accounting to full accounting books;
• support for staged work within a fiscal period: opening and closing the books; qualifying entries to the "13th month";
• flexible chart of accounts management: the ability to generate a template chart of accounts, transfer from another fiscal period, automatically create sub-ledger accounts, and support off-balance-sheet accounts;
• extensive posting (dividing documents into postings and accounting orders), various document states (in preparation, approved and posted), advanced cost-circle control;
• recording and settling VAT records: purchases, sales (including margin sales), cash-method settlements, VAT corrections for late payments, with the ability to create entries based on the JPK_V7 file and earlier JPK_VAT files;
• records of fixed assets and intangible assets (calculating and posting depreciation taking into account costs attributable to places of use, printing depreciation tables and schedules), as well as records of equipment and stocktaking;
• extensive financial reporting - adapting reports to your own needs;
• basic payroll records: personnel records, civil-law contracts and employment contracts;
• an advanced system for owner settlements: from a partner's ZUS contributions to tax deductions and reductions related to various reliefs, including donations made to fight COVID-19;
• records and settlement of private vehicles used for business purposes and company vehicles with the possibility of partial or full VAT deduction;
• support for internal evidence documents - the entity's own documents concerning operations taking place within the company;
• support for cash and non-cash cash operations (payment card, vouchers), cash reports;
• support for operations related to bank accounts, standard transfer orders, ZUS and tax transfers using electronic banking (offline and online);
• recording and settling receivables and payables, integration with account entries;
• settling VAT using the JPK_V7 settlement file;
• issuing and printing tax declarations settling the income tax of partners and employees, CIT (for legal entities), and VAT;
• issuing ZUS declarations (RCA, RZA, DRA) with the ability to export to the Płatnik program;
• automatic posting of accounting documents and VAT registers using definable schemes;
• integration with the Subiekt nexo and Subiekt 123 sales systems;
• the ability to work in single-user or networked mode;
• support for the JPK_V7 file along with the declaration and its submission to the Ministry of Finance;
• generating ledgers and accounting documents into JPK files and providing them for tax audit purposes via electronic means of communication or on data storage media;
• support for the centralized VAT settlement procedure, where records are kept at a subordinate unit while settlements are made at the central unit (e.g. local government units responsible for schools, public utility facilities, etc.);
• checking the status of business partners based on data from GUS (Central Statistical Office), Ministry of Finance portals for NIP and VAT, the White List of Taxpayers, the VIES database of active VAT taxpayers, and the register of guarantee deposits;
• communication with customers and employees via the built-in email and SMS client;
• an attachment library allowing external files to be recorded (e.g. contracts in PDF format) - limit of 1,000 attachments.

GDPR (RODO) support:

• purposes and consents for data processing;
• information obligations;
• data protection;
• the right to be forgotten (anonymization).