{"id":78547,"date":"2018-02-01T22:37:05","date_gmt":"2018-02-01T20:37:05","guid":{"rendered":"https:\/\/www.folderit.com\/?page_id=78547"},"modified":"2026-11-02T10:29:56","modified_gmt":"2026-11-02T08:29:56","slug":"softver-za-upravljanje-dokumentima-za-racunovode","status":"publish","type":"page","link":"https:\/\/www.folderit.com\/hr\/softver-za-upravljanje-dokumentima-za-racunovode\/","title":{"rendered":"Softver za upravljanje dokumentima za ra\u010dunovo\u0111e"},"content":{"rendered":"\n<style>\n.page-id-78547 section.page.narrow{max-width:980px;padding-top:48px;padding-bottom:72px}\n.page-id-78547 section.page>h1{font-size:40px;line-height:1.18;letter-spacing:-.6px;text-align:left;margin:0 0 22px}\n.folderit-accountants-page{color:#383838;font-size:18px;line-height:1.7}\n.folderit-accountants-page p{font-size:18px;line-height:1.7;margin:0 0 18px}\n.folderit-accountants-page .acc-lead{font-size:21px;line-height:1.55;max-width:850px}\n.folderit-accountants-page 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strong{display:block;font-size:18px;margin-bottom:4px}\n@media(max-width:650px){.folderit-accountants-page .acc-hero,.folderit-accountants-page .acc-method{grid-template-columns:minmax(0,1fr);gap:18px}.folderit-accountants-page .acc-hero figure{display:none}.folderit-accountants-page .acc-method{padding:22px 0}.folderit-accountants-page .acc-method h3{margin:0!important}}\n<\/style>\n<div class=\"folderit-accountants-page\">\n<div class=\"acc-hero\"><div><p class=\"acc-lead\">Dr\u017eite klijentske datoteke, odobravanja ra\u010duna i radne papire za kraj godine u jednom organiziranom sustavu dokumenata.<\/p>\n<p>Folderit ra\u010dunovo\u0111ama daje mjesto za prikupljanje, pronala\u017eenje, pregled i \u010duvanje dokumentacije iza njihova rada. Kontrolirajte pristup svakog klijenta, dr\u017eite revizije zajedno i bilje\u017eite odluke odobravanja uz datoteke.<\/p>\n<p>Koristite ga za porezne dokumente, potvrde, evidencije pla\u0107a, pisma anga\u017emana i revizijske dokaze, uz tijekove rada i strukturirane zapise prema potrebama ureda.<\/p>\n<div class=\"acc-actions\"><a class=\"acc-button\" href=\"https:\/\/www.folderit.com\/hr\/kontakti\/\">Dogovorite demonstraciju za ra\u010dunovodstvo<\/a><a class=\"acc-secondary\" href=\"https:\/\/my.folderit.com\/hr\/signup\/\">Isprobajte Folderit besplatno<\/a><\/div><\/div>\n<figure><img decoding=\"async\" src=\"https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants.jpg\" width=\"900\" height=\"1350\" alt=\"Ra\u010dunovo\u0111a radi za stolom\" class=\"wp-image-17332\" fetchpriority=\"high\" srcset=\"https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants.jpg 900w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-200x300.jpg 200w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-683x1024.jpg 683w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-768x1152.jpg 768w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-290x435.jpg 290w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-117x175.jpg 117w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-667x1000.jpg 667w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-24x36.jpg 24w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/figure><\/div>\n<nav class=\"acc-jump\" aria-label=\"Na ovoj stranici\"><a href=\"#accounting-collection\">Klijentske datoteke<\/a><a href=\"#accounting-approvals\">Odobravanja ra\u010duna<\/a><a href=\"#accounting-work\">Pronala\u017eenje i pregled<\/a><a href=\"#accounting-control\">Sigurnost i \u010duvanje<\/a><a href=\"#accounting-questions\">Paketi i integracije<\/a><\/nav>\n<section class=\"acc-section\" id=\"accounting-collection\"><h2>Dajte svakom klijentu jasno mjesto slanja dokumenata<\/h2>\n<p>Izgradite dosljednu strukturu prema klijentu, financijskoj godini i anga\u017emanu. Odvojite dolazne dokumente od internih radnih papira i dovr\u0161enih rezultata pa svakom primatelju omogu\u0107ite potrebno podru\u010dje.<\/p>\n<div class=\"acc-method\" id=\"h-create-a-secure-client-document-portal\"><h3>Prikupljajte datoteke u mapama klijenata<\/h3><div><p>Podijelite mapu zaprimanja uz <a href=\"https:\/\/www.folderit.com\/knowledge-base\/access-permission-levels\/\">pravo Samo prijenos<\/a>. Klijenti predaju dokumente bez pregleda sadr\u017eaja drugih korisnika. To podr\u017eava jednostavno podru\u010dje predaje potvrda, izvoda i poreznih dokaza.<\/p><p>Za izlazne dokumente koristite Pregledavatelja kada klijenti smiju preuzimati ili ispisivati, odnosno Samo pregled za podr\u017eane preglede bez preuzimanja. Prava ure\u0111ivanja zadr\u017eite kod osoba koje upravljaju poslom.<\/p><\/div><\/div>\n<div class=\"acc-method\" id=\"h-receive-accounting-documents-by-email\"><h3>Primajte datoteke e-po\u0161tom<\/h3><div><p>Aktivirajte <a href=\"https:\/\/www.folderit.com\/knowledge-base\/import-files-over-email\/\">adresu e-po\u0161te odre\u0111ene mape<\/a> za dolazne privitke klijenata, skenera ili drugih sustava. Po\u0161iljatelj treba staviti odredi\u0161te u Prima ili Kopija, a ne Skrivena kopija. Svatko tko zna adresu mo\u017ee slati pa je dijelite s namijenjenim po\u0161iljateljima.<\/p><p>  <a href=\"https:\/\/www.folderit.com\/knowledge-base\/which-integrations-are-available\/\">Dodatak Folderita za Outlook<\/a> tako\u0111er omogu\u0107uje timu spremanje odabranih poruka i privitaka u relevantnu mapu.<\/p><\/div><\/div>\n<div class=\"acc-method\" id=\"h-collect-structured-information-with-accounting-eforms\"><h3>Prikupite pojedinosti uz datoteku<\/h3><div><p>Koristite <a href=\"https:\/\/www.folderit.com\/knowledge-base\/eforms\/\">e-obrasce<\/a> u paketu Tailor za zahtjeve tro\u0161kova, dobavlja\u010dke zahtjeve ili zapise klijentskih informacija. Uklju\u010dite razdoblje izvje\u0161tavanja, odgovornog ra\u010dunovo\u0111u i popratne privitke. Obvezna polja poma\u017eu dostaviti informacije potrebne procesu.<\/p><p>Obrazac stvara pretra\u017eiv zapis. Konfigurirajte tko ga smije predati, pregledavati i ure\u0111ivati pa ga prema potrebi pove\u017eite s odobravanjem.<\/p><\/div><\/div>\n<div class=\"acc-note\"><p><strong>Primjer strukture klijenta:<\/strong> Klijent \u2192 2026 \u2192 Dolazni dokumenti \/ Radni papiri \/ Odobreni rezultati. Dolazne dokumente podijelite klijentu kao Samo prijenos, Radne papire dodijeljenom timu, a Odobrene rezultate klijentu kao Pregledavatelju. Provjerite naslije\u0111ena prava prije uporabe za povjerljive zapise.<\/p><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-approvals\"><h2>Vodite ra\u010dune od zaprimanja do evidentirane odluke<\/h2>\n<p>Folderitovi <a href=\"https:\/\/www.folderit.com\/hr\/?page_id=78613\">tijekovi odobravanja<\/a> mogu biti paralelni, uzastopni ili u prilago\u0111enim fazama. Pregledavatelji odobravaju, odbijaju ili tra\u017ee poja\u0161njenje, uz odluke i komentare u evidenciji tijeka rada.<\/p>\n<ol class=\"acc-steps\"><li><strong>Zaprimite ra\u010dun i njegov kontekst<\/strong>Prenesite datoteku ili je po\u0161aljite u mapu zaprimanja. Dodajte dobavlja\u010da, broj ra\u010duna, klijenta ili subjekt, razdoblje i odgovornog pregledavatelja kao metapodatke ili ih prikupite e-obrascem ra\u010duna.<\/li><li><strong>Dopunite nedostaju\u0107e podatke<\/strong>Za zapis e-obrasca <a href=\"https:\/\/www.folderit.com\/knowledge-base\/fill-fields-workflows\/\">zadatak Ispuni polja<\/a> mo\u017ee zatra\u017eiti da ra\u010dunovo\u0111a prije odobravanja doda oznaku narud\u017ebenice ili tro\u0161kovni centar. To a\u017eurira polja obrasca, a ne metapodatke obi\u010dnog PDF-a.<\/li><li><strong>Usmjerite odluku<\/strong>Po\u0161aljite dovr\u0161eni zapis ovla\u0161tenom odobravatelju. U Tailoru konfigurirajte uvjete i odvojene putove uspjeha, neuspjeha i isteka u Dizajneru tijeka rada. Testirajte svaki put reprezentativnim predajama.<\/li><li><strong>Predajte odobren posao sljede\u0107em procesu<\/strong>Konfigurirajte uspje\u0161an tijek za premje\u0161tanje dokumenta u mapu odobrenih ili spremnih za obradu. Knji\u017eenje i pla\u0107anje ostaju radnje va\u0161eg ra\u010dunovodstvenog sustava osim ako ste konfigurirali i provjerili integraciju.<\/li><\/ol>\n<p class=\"acc-small\">Ovo je primjer postavljanja, a ne unaprijed konfigurirana usluga obveza prema dobavlja\u010dima. Odredite ovlasti odobravanja, obvezna polja i iznimke prema postupcima ureda.<\/p>\n<div class=\"acc-grid\"><div id=\"h-electronic-signatures-for-accounting-documents\"><h3>Odobravajte i potpisujte dokumente anga\u017emana<\/h3><p>Po\u0161aljite pisma anga\u017emana ili druge dokumente na odobravanje pa elektroni\u010dko potpisivanje. <a href=\"https:\/\/www.folderit.com\/hr\/?page_id=78600\">Folderit eSign<\/a> uklju\u010den je u Tailor; integracija s DocuSignom druga je mogu\u0107nost s vlastitim zahtjevima usluge.<\/p><\/div><div id=\"h-generate-documents-from-templates-and-accounting-data\"><h3>Generirajte ponovljive klijentske dokumente<\/h3><p>Koristite <a href=\"https:\/\/www.folderit.com\/hr\/?page_id=78619\">generiranje dokumenata<\/a> za popunjavanje ODT predlo\u0161ka vrijednostima zapisa e-obrasca i izradu PDF-a ili DOCX-a. Pripremite pisma anga\u017emana, potvrde ili popratne listove dosljednog izgleda pa pregledajte rezultat prije objave.<\/p><\/div><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-work\"><h2>Prona\u0111ite dokaze i jasno odredite radnu verziju<\/h2>\n<div class=\"acc-grid\"><div id=\"h-find-invoices-tax-records-and-audit-evidence-in-seconds\"><h3>Pretra\u017eite vi\u0161e od naziva datoteke<\/h3><p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/searching\/\">Dubinsko pretra\u017eivanje<\/a> pronalazi tekst u podr\u017eanim dokumentima i skenovima, uklju\u010duju\u0107i PDF, DOCX, PNG i JPG. Tra\u017eite naziv dobavlja\u010da ili oznaku pa suzite rezultate prema mapi, datumu ili metapodacima.<\/p><p>To\u010dnost OCR-a ovisi o kvaliteti skena i jeziku. XLSX sadr\u017eaj nije uklju\u010den u OCR pretra\u017eivanje pa za tablice koristite smislene nazive i metapodatke.<\/p><\/div><div id=\"h-maintain-complete-document-version-history\"><h3>Dr\u017eite revizije uz njihovu povijest<\/h3><p>Prenesite reviziju kao <a href=\"https:\/\/www.folderit.com\/knowledge-base\/versioning-file-history\/\">novu verziju<\/a> postoje\u0107e datoteke. Ranije ostaju dostupne za referencu. Pokazatelji zadataka prikazuju na koju se verziju odobrenje odnosi; odobravanje ranije ne odobrava kasniji prijenos.<\/p><p>Koristite <a href=\"https:\/\/www.folderit.com\/knowledge-base\/creating-editing-office-documents\/\">integraciju s Microsoft 365<\/a> za izradu i ure\u0111ivanje podr\u017eanih dokumenata Word, Excel i PowerPoint, uz spremanje promjena u povijest verzija.<\/p><\/div><\/div>\n<table id=\"h-organize-accounting-documents-with-metadata\"><caption>Primjer metapodataka registra klijentskih dokumenata<\/caption><thead><tr><th scope=\"col\">Polje<\/th><th scope=\"col\">Primjer<\/th><\/tr><\/thead><tbody><tr><th scope=\"row\">Klijent \/ subjekt<\/th><td>Example Trading Ltd<\/td><\/tr><tr><th scope=\"row\">Razdoblje izvje\u0161tavanja<\/th><td>4. tromjese\u010dje 2026.<\/td><\/tr><tr><th scope=\"row\">Vrsta dokumenta<\/th><td>Ra\u010dun dobavlja\u010da, bankovni izvod, porezni radni papir<\/td><\/tr><tr><th scope=\"row\">Oznaka<\/th><td>Ra\u010dun dobavlja\u010da INV-1048<\/td><\/tr><tr><th scope=\"row\">Odgovorni ra\u010dunovo\u0111a<\/th><td>\u010clan tima dodijeljen anga\u017emanu<\/td><\/tr><\/tbody><\/table>\n<p>Primijenite <a href=\"https:\/\/www.folderit.com\/knowledge-base\/custom-metadata-fields-and-folder-templates\/\">predlo\u0161ke metapodataka mapa<\/a> za dosljednost registra i prika\u017eite korisna polja kao stupce popisa. <a href=\"https:\/\/www.folderit.com\/knowledge-base\/document-numbering\/\">Automatsko numeriranje dokumenata<\/a> mo\u017ee dati internu oznaku; izvorni broj ra\u010duna dobavlja\u010da zadr\u017eite u zasebnom polju.<\/p>\n<div class=\"acc-note\"><p><strong>Za rad na kraju godine:<\/strong> dr\u017eite popratne dokaze, nacrte izvje\u0161taja i kona\u010dne rezultate na utvr\u0111enim mjestima. Dodijelite pregledavatelje, provjerite verziju poslanu na odobravanje i koristite podsjetnike za sljede\u0107u radnju. Metapodaci opisuju zapis; sami ne knji\u017ee transakcije ni izra\u010dunavaju salda.<\/p><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-control\"><h2>Kontrolirajte pristup klijenata i pripremite zapise za pregled<\/h2>\n<div class=\"acc-grid\"><div id=\"h-protect-confidential-financial-and-client-data\"><h3>Postavite pravila pristupa i prijave<\/h3><p>Dijelite odre\u0111ene mape s dodijeljenim osobljem i korisnicima klijenata. Folderit pru\u017ea \u0161ifrirane veze i pohranu \u0161ifriranu s 256 bita. Administratori mogu zahtijevati dvofaktorsku autentifikaciju, lozinke i IP ograni\u010denja kroz <a href=\"https:\/\/www.folderit.com\/knowledge-base\/security-policy\/\">Sigurnosna pravila<\/a>.<\/p><p>Tailor dodaje detaljna prava i SSO. Pregledajte <a href=\"https:\/\/www.folderit.com\/hr\/?page_id=78627\">Centar povjerenja<\/a> prema sigurnosnim zahtjevima ureda.<\/p><\/div><div id=\"h-audit-preparation\"><h3>Dajte revizorima odre\u0111en opseg pregleda<\/h3><p>Podijelite odabrane mape dokaza s imenovanim pregledavateljima i postavite <a href=\"https:\/\/www.folderit.com\/knowledge-base\/setting-automatic-expiration\/\">istek pristupa<\/a> gdje je potrebno. Administratori mogu filtrirati <a href=\"https:\/\/www.folderit.com\/knowledge-base\/audit-log\/\">zapisnik revizije<\/a> prema korisniku, datumu, opsegu ili radnji te ga izvesti kao XLSX, ODS ili CSV.<\/p><p>Ukidanje prava dijeljenja ne vra\u0107a preuzete kopije. Provjerite druge putove pristupa pri zatvaranju pregleda.<\/p><\/div><div id=\"h-automate-retention-of-accounting-records\"><h3>Primijenite svoj raspored \u010duvanja<\/h3><p>U paketima Medium i Tailor konfigurirajte <a href=\"https:\/\/www.folderit.com\/hr\/?page_id=78567\">automatizaciju \u010duvanja<\/a> za mape ili pojedina\u010dne datoteke. Odaberite po\u010detni datum i zavr\u0161nu radnju: arhiviranje u mapu, premje\u0161tanje u ko\u0161 ili trajno brisanje.<\/p><p>Odredite rokove iz primjenjivih zahtjeva ureda, uklju\u010duju\u0107i iznimke. Jedinstveni rok ne mo\u017ee obuhvatiti svakog klijenta, jurisdikciju i vrstu dokumenta.<\/p><\/div><div id=\"h-stay-ahead-of-deadlines-and-outstanding-work\"><h3>Dr\u017eite nadolaze\u0107i rad vidljivim<\/h3><p>Postavite jednokratne ili ponavljaju\u0107e <a href=\"https:\/\/www.folderit.com\/knowledge-base\/setting-up-reminders\/\">podsjetnike<\/a> za korisnike ili grupe. Zadaci tijeka rada pojavljuju se na nadzornim plo\u010dama primatelja, dok <a href=\"https:\/\/www.folderit.com\/knowledge-base\/dashboard-and-reports\/\">administrativni izvje\u0161taji<\/a> poma\u017eu pregledati nerije\u0161ena odobravanja, dokumente s dospjelim rokovima i nadolaze\u0107e krajeve \u010duvanja.<\/p><p>Izvje\u0161taj Dokumenata s dospjelim rokovima koristi metapodatak Rok dokumenta. Rokovi tijeka rada konfiguriraju se zasebno.<\/p><\/div><\/div>\n<\/section>\n<section class=\"acc-section acc-faq\" id=\"accounting-questions\"><h2>Odaberite postavke prema potrebama ureda<\/h2>\n<details><summary>Zamjenjuje li Folderit ra\u010dunovodstveni softver?<\/summary><div><p>Folderit upravlja dokumentima, strukturiranim zapisima i povezanim procesima. Glavnu knjigu, uskla\u0111ivanje, porezne izra\u010dune i pla\u0107anja zadr\u017eite u ra\u010dunovodstvenim alatima namijenjenima tim zadacima. Folderit koristite za organizaciju popratnih dokaza i odluka.<\/p><\/div><\/details>\n<details><summary>Mo\u017ee li se povezati s na\u0161om ra\u010dunovodstvenom platformom?<\/summary><div><p>Folderit nudi API i integracije platformama za automatizaciju, uklju\u010duju\u0107i Zapier i Make. Funkcionalna veza ovisi o podr\u017eanim okida\u010dima i radnjama obaju sustava, mapiranju podataka i konfiguraciji. Pregledajte <a href=\"https:\/\/www.folderit.com\/knowledge-base\/which-integrations-are-available\/\">mogu\u0107nosti integracije<\/a> i testirajte planiranu primopredaju prije oslanjanja na nju. Integracija Folderita sa Zapierom trenuta\u010dno je u javnoj beta fazi.<\/p><\/div><\/details>\n<details><summary>Koji paket uklju\u010duje ra\u010dunovodstvene tijekove rada?<\/summary><div><p>Medium uklju\u010duje jednostavna odobravanja i potvrde \u010ditanja, prilago\u0111ene metapodatke, numeriranje i automatizaciju \u010duvanja. Tailor dodaje Dizajner tijeka rada, e-obrasce, Folderit eSign, detaljna prava, SSO i API. Paketi imaju utvr\u0111ene korisni\u010dke i pohrambene kapacitete pa provjerite <a href=\"https:\/\/www.folderit.com\/hr\/cijene\/\">aktualne cijene<\/a> prema potrebama osoblja, klijentskog pristupa i tijeka rada.<\/p><\/div><\/details>\n<details><summary>Mogu li klijenti predati dokumente bez ra\u010duna Folderita?<\/summary><div><p>Dijeljenje mape imenovanim korisnicima zahtijeva registraciju. Slanje u mapu e-po\u0161tom omogu\u0107uje slanje datoteka na aktiviranu adresu bez prijave. Javna poveznica druga\u010diji je mehanizam: svatko s URL-om pristupa dijeljenom sadr\u017eaju. Koristite imenovane korisnike kada pristup mora ovisiti o identitetu.<\/p><\/div><\/details>\n<details><summary>Mogu li odvojene tvrtke imati vlastite prostore?<\/summary><div><p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/multiple-business-sub-accounts\/\">Poslovni podra\u010duni<\/a> imaju vlastite odjeljke, \u010dlanove tima, administratore i grupe. Pretra\u017eivanje se provodi zasebno u svakom podra\u010dunu. Odlu\u010dite odgovaraju li administrativnim granicama bolje klijentske mape jednog ra\u010duna ili odvojeni podra\u010duni.<\/p><\/div><\/details>\n<details><summary>Mo\u017ee li se Folderit smjestiti na na\u0161u infrastrukturu?<\/summary><div><p>Uz uslugu u oblaku dostupno je i <a href=\"https:\/\/www.folderit.com\/hr\/?page_id=78702\">lokalno uvo\u0111enje<\/a>. Razgovarajte s Folderitom o hostingu, operativnim odgovornostima i zahtjevima izdvojenog okru\u017eenja prije odabira uvo\u0111enja.<\/p><\/div><\/details>\n<\/section>\n<section class=\"acc-cta\" id=\"h-start-managing-accounting-documents-more-efficiently\"><h2>Isprobajte jedan klijentski anga\u017eman u Folderitu<\/h2><p>Donesite oglednu mapu klijenta i jedan proces pregleda. Pokazat \u0107emo prikupljanje dokumenata, dodjelu pristupa, bilje\u017eenje odluka i ponovno pronala\u017eenje dokaza.<\/p><div class=\"acc-actions\"><a class=\"acc-button\" href=\"https:\/\/www.folderit.com\/hr\/kontakti\/\">Dogovorite demonstraciju za ra\u010dunovodstvo<\/a><a class=\"acc-secondary\" href=\"https:\/\/my.folderit.com\/hr\/signup\/\">Isprobajte Folderit besplatno<\/a><\/div><\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Upravljanje dokumentima za ra\u010dunovo\u0111e: organizirajte ra\u010dune, izvje\u0161taje i klijentske datoteke te automatizirajte rad uz Folderit.<\/p>\n","protected":false},"author":19,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-78547","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v25.7) - 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