Integration with KSeF – imported document buffer, automatic download of e-invoices and accounting

Automatic E-Invoice Posting in WAB Finanse i Księgowość
📌 The core topic is the automatic posting (dekretowanie) of e-invoices imported from the Polish national e-invoicing system (KSeF) within the WAB Finanse i Księgowość software, utilizing the existing Document Importer module.
⚙️ Documents in the import buffer change status sequentially: Pobrane (Downloaded) $\rightarrow$ Niezadekretowane (Unposted) $\rightarrow$ Zadekretowane (Posted) $\rightarrow$ Zatwierdzone (Approved) $\rightarrow$ Przeniesione do Ksiąg (Transferred to Books).
❌ Statuses for Do Wyjaśnienia (For Clarification) or Odrzucone (Rejected) can also be assigned from the buffer window.

Classification Codes and Posting Schemas
🧩 Classification codes are used to simplify posting document items to specific accounts and can be assigned to the document header (for all items) or individual line items.
🌳 The classification tree structure is built by dragging and dropping codes from a list onto branches; the entire branch path determines the context (e.g., the same code used in "Zakup" vs. "Koszty Biura" results in different classifications).
📝 After classifying items, the document can be posted immediately, changing its status to Zadekretowane, and the resulting accounting entries can be verified in the "Księgowanie" tab.

Defining New Posting Rules
🆕 When dealing with new types of items (e.g., office supplies where no code exists), users must first define a new classification code (e.g., "Artykuły biurowe") and attach it to the appropriate branch (e.g., "Koszty").
📑 A new posting schema (schemat dekretujący) must then be created in the Document Importer definition, specifying the condition based on the new classification code.
📊 The option "Scalaj podobne pozycje" (Merge similar items) is crucial for summing up multiple document lines meeting one condition into a single accounting entry.
💾 Changes to the posting schema require selecting "Zapisz i Wygeneruj procedurę" (Save and Generate Procedure) to ensure the updates are applied before re-posting documents.

Handling Posted Documents and Bulk Processing
🔄 If a posting definition changes after a document has been posted, re-posting will delete the old accounting entry and create a new one compliant with the updated schema.
✅ Once finalized, documents are marked as Przeniesione do Ksiąg and appear in the document journal with entries reflecting the assigned classifications.
⏱️ Automated processing of incoming e-invoices occurs every 15 minutes via the automatic activities module, requiring users primarily to classify new documents or define rules for novel line items.

Key Points & Insights
➡️ Familiarize yourself with status workflows to manage the lifecycle of imported e-invoices efficiently from download to final book entry.
➡️ Utilize classification codes strategically by building a hierarchical tree structure; the location of the code within the branch defines its context for accounting.
➡️ Employ the "Merge similar items" function when defining cost decrees to ensure clearer bookkeeping by consolidating multiple lines into one summary entry.
➡️ Always save and generate the procedure immediately after modifying the posting schema definition to activate the new rules for future postings.

📸 Video summarized with SummaryTube.com on Feb 24, 2026, 07:56 UTC