{"id":76923,"date":"2018-02-01T22:37:05","date_gmt":"2018-02-01T20:37:05","guid":{"rendered":"https:\/\/www.folderit.com\/?page_id=76923"},"modified":"2026-11-02T02:28:20","modified_gmt":"2026-11-02T00:28:20","slug":"upravljanje-dokumentov-za-racunovodje","status":"publish","type":"page","link":"https:\/\/www.folderit.com\/sl\/upravljanje-dokumentov-za-racunovodje\/","title":{"rendered":"Upravljanje dokumentov za ra\u010dunovodje"},"content":{"rendered":"\n<style>\n.page-id-76923 section.page.narrow{max-width:980px;padding-top:48px;padding-bottom:72px}\n.page-id-76923 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\">Datoteke strank, odobritve ra\u010dunov in letne delovne papirje hranite v enem urejenem sistemu.<\/p>\n<p>Folderit ra\u010dunovodjem ponuja prostor za zbiranje, iskanje, pregled in hrambo dokazil dela. Dostop nadzirajte za vsako stranko, ohranite revizije skupaj in odobritve ob datotekah.<\/p>\n<p>Uporabite ga za davke, potrdila, pla\u010de, pisma o anga\u017eiranju in revizijske dokaze s poteki ter strukturiranimi zapisi za svojo prakso.<\/p>\n<div class=\"acc-actions\"><a class=\"acc-button\" href=\"https:\/\/www.folderit.com\/sl\/stik\/\">Rezervirajte ra\u010dunovodsko predstavitev<\/a><a class=\"acc-secondary\" href=\"https:\/\/my.folderit.com\/sl\/signup\/\">Preizkusite Folderit brezpla\u010dno<\/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\u010dunovodja za mizo\" 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 tej strani\"><a href=\"#accounting-collection\">Datoteke strank<\/a><a href=\"#accounting-approvals\">Odobritve ra\u010dunov<\/a><a href=\"#accounting-work\">Iskanje in pregled<\/a><a href=\"#accounting-control\">Varnost in hramba<\/a><a href=\"#accounting-questions\">Paketi in integracije<\/a><\/nav>\n<section class=\"acc-section\" id=\"accounting-collection\"><h2>Vsaki stranki dajte jasno mesto oddaje<\/h2>\n<p>Strukturo uredite po stranki, letu in poslu. Vhodno lo\u010dite od notranjih delovnih papirjev in kon\u010dnih rezultatov ter prejemnikom dajte dostop do potrebnega.<\/p>\n<div class=\"acc-method\" id=\"h-create-a-secure-client-document-portal\"><h3>Zbirajte datoteke v mapah strank<\/h3><div><p>Vhodno mapo delite s <a href=\"https:\/\/www.folderit.com\/knowledge-base\/access-permission-levels\/\">pravico Samo nalaganje<\/a>. Stranke oddajo brez ogleda vsebine drugih. To je preprost prostor za potrdila, izpiske in dav\u010dna dokazila.<\/p><p>Za izhodno uporabite Ogledovalca s prenosom in tiskom ali Predogledovalca brez ukazov za prenos. Urejanje ohranite pri odgovornih za delo.<\/p><\/div><\/div>\n<div class=\"acc-method\" id=\"h-receive-accounting-documents-by-email\"><h3>Prejemajte po e-po\u0161ti<\/h3><div><p>Aktivirajte <a href=\"https:\/\/www.folderit.com\/knowledge-base\/import-files-over-email\/\">e-po\u0161tni naslov mape<\/a> za priloge strank, skenerjev ali sistemov. Cilj mora biti v To ali Cc, ne Bcc. Vsak z naslovom lahko odda, zato ga delite le z nameravanimi po\u0161iljatelji.<\/p><p>Na\u0161 <a href=\"https:\/\/www.folderit.com\/knowledge-base\/which-integrations-are-available\/\">dodatek Folderit Outlook<\/a> ekipi shrani izbrano po\u0161to in priloge v pravo mapo.<\/p><\/div><\/div>\n<div class=\"acc-method\" id=\"h-collect-structured-information-with-accounting-eforms\"><h3>Z datoteko zberite podrobnosti<\/h3><div><p>Uporabite <a href=\"https:\/\/www.folderit.com\/knowledge-base\/eforms\/\">e-obrazce<\/a> v Tailorju za stro\u0161ke, zahteve dobaviteljev ali podatke strank. Vklju\u010dite obdobje, odgovornega ra\u010dunovodjo in priloge. Obvezna polja zagotovijo potrebne informacije.<\/p><p>Obrazec ustvari iskljiv zapis. Dolo\u010dite oddajo, ogled in urejanje, nato po potrebi pove\u017eite z odobritvijo.<\/p><\/div><\/div>\n<div class=\"acc-note\"><p><strong>Primer strukture stranke:<\/strong> Stranka \u2192 2026 \u2192 Vhodni dokumenti \/ Delovni papirji \/ Odobreni rezultati. Vhodno delite s stranko samo za nalaganje, delovno z ekipo in odobreno s stranko kot Ogledovalcem. Pred ob\u010dutljivimi podatki preverite dedovanje.<\/p><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-approvals\"><h2>Ra\u010dune vodite od zajema do zapisane odlo\u010ditve<\/h2>\n<p>Folderitovi <a href=\"https:\/\/www.folderit.com\/sl\/?page_id=76988\">poteki odobritve<\/a> delujejo vzporedno, zaporedno ali v lastnih fazah. Pregledovalci odobrijo, zavrnejo ali zahtevajo pojasnilo, odlo\u010ditve in komentarji pa ostanejo v zapisu.<\/p>\n<ol class=\"acc-steps\"><li><strong>Zajemite ra\u010dun in kontekst<\/strong>Nalo\u017eite ali po\u0161ljite v vhodno mapo. Dobavitelja, \u0161tevilko, stranko ali subjekt, obdobje in pregledovalca dodajte v metapodatke ali e-obrazec ra\u010duna.<\/li><li><strong>Dopolnite manjkajo\u010de<\/strong>Pri zapisu e-obrazca <a href=\"https:\/\/www.folderit.com\/knowledge-base\/fill-fields-workflows\/\">naloga Izpolni polja<\/a> ra\u010dunovodjo prosi za naro\u010dilnico ali stro\u0161kovno mesto pred odobritvijo. Posodobi obrazec, ne metapodatkov navadnega PDF.<\/li><li><strong>Usmerite odlo\u010ditev<\/strong>Dokon\u010dan zapis po\u0161ljite poobla\u0161\u010denemu odobritelju. V Tailorju nastavite pogoje ter lo\u010dene uspehe, neuspehe in izteke v Oblikovalniku. Vsako pot preizkusite s tipi\u010dnimi oddajami.<\/li><li><strong>Odobreno predajte naslednjemu procesu<\/strong>Uspe\u0161en potek naj premakne v odobreno ali pripravljeno mapo. Knji\u017eenje in pla\u010dilo ostaneta v ra\u010dunovodskem sistemu, razen \u010de nastavite in preverite integracijo.<\/li><\/ol>\n<p class=\"acc-small\">To je primer nastavitve, ne vnaprej pripravljen servis obveznosti do dobaviteljev. Po svoji praksi dolo\u010dite pooblastila, polja in izjeme.<\/p>\n<div class=\"acc-grid\"><div id=\"h-electronic-signatures-for-accounting-documents\"><h3>Odobrite in podpi\u0161ite dokumente anga\u017eiranja<\/h3><p>Pisma in druge dokumente po\u0161ljite v odobritev ter nato podpis. <a href=\"https:\/\/www.folderit.com\/sl\/?page_id=76975\">Folderit eSign<\/a> je vklju\u010den v Tailor, DocuSign pa je druga mo\u017enost z lastnimi zahtevami.<\/p><\/div><div id=\"h-generate-documents-from-templates-and-accounting-data\"><h3>Ustvarite ponavljajo\u010de se dokumente strank<\/h3><p>Uporabite <a href=\"https:\/\/www.folderit.com\/sl\/?page_id=76994\">generiranje dokumentov<\/a> za zapolnitev ODT z vrednostmi e-obrazca in izhod PDF ali DOCX. Pripravite pisma, potrditve ali naslovnice enotne postavitve in preverite rezultat pred izdajo.<\/p><\/div><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-work\"><h2>Poi\u0161\u010dite dokaz in ohranite jasno delovno razli\u010dico<\/h2>\n<div class=\"acc-grid\"><div id=\"h-find-invoices-tax-records-and-audit-evidence-in-seconds\"><h3>I\u0161\u010dite prek imena datoteke<\/h3><p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/searching\/\">Globoko iskanje<\/a> najde besedilo podprtih dokumentov in skenov PDF, DOCX, PNG in JPG. I\u0161\u010dite dobavitelja ali oznako ter zo\u017eite z mapo, datumom in metapodatki.<\/p><p>OCR je odvisen od skena in jezika. XLSX ni vklju\u010den, zato preglednice smiselno poimenujte in opremite z metapodatki.<\/p><\/div><div id=\"h-maintain-complete-document-version-history\"><h3>Revizije hranite z zgodovino<\/h3><p>Revizijo nalo\u017eite kot <a href=\"https:\/\/www.folderit.com\/knowledge-base\/versioning-file-history\/\">novo razli\u010dico<\/a> iste datoteke. Prej\u0161nje so za referenco. Indikator poka\u017ee, kateri razli\u010dici pripada odobritev; odobrena stara ne odobri novega nalaganja.<\/p><p>Uporabite <a href=\"https:\/\/www.folderit.com\/knowledge-base\/creating-editing-office-documents\/\">integracijo Microsoft 365<\/a> za Word, Excel in PowerPoint, s shranjenimi spremembami v zgodovini.<\/p><\/div><\/div>\n<table id=\"h-organize-accounting-documents-with-metadata\"><caption>Primer metapodatkov registra stranke<\/caption><thead><tr><th scope=\"col\">Polje<\/th><th scope=\"col\">Primer<\/th><\/tr><\/thead><tbody><tr><th scope=\"row\">Stranka \/ subjekt<\/th><td>Example Trading Ltd<\/td><\/tr><tr><th scope=\"row\">Poro\u010devalsko obdobje<\/th><td>2026 Q4<\/td><\/tr><tr><th scope=\"row\">Vrsta dokumenta<\/th><td>Ra\u010dun dobavitelja, ban\u010dni izpisek, dav\u010dni delovni papir<\/td><\/tr><tr><th scope=\"row\">Oznaka<\/th><td>Ra\u010dun dobavitelja INV-1048<\/td><\/tr><tr><th scope=\"row\">Odgovorni ra\u010dunovodja<\/th><td>\u010clan ekipe, dodeljen poslu<\/td><\/tr><\/tbody><\/table>\n<p>Uporabite <a href=\"https:\/\/www.folderit.com\/knowledge-base\/custom-metadata-fields-and-folder-templates\/\">predloge metapodatkov map<\/a> za enotnost registra in koristne stolpce. <a href=\"https:\/\/www.folderit.com\/knowledge-base\/document-numbering\/\">Samodejno \u0161tevil\u010denje<\/a> zagotovi notranjo oznako; izvirno \u0161tevilko dobavitelja ohranite posebej.<\/p>\n<div class=\"acc-note\"><p><strong>Za letni zaklju\u010dek:<\/strong> dokaze, osnutke izkazov in kon\u010dne rezultate hranite lo\u010deno. Dodelite pregledovalce, preverite predlo\u017eeno razli\u010dico in opomnite naslednji korak. Metapodatki opisujejo, ne knji\u017eijo in ne ra\u010dunajo stanj.<\/p><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-control\"><h2>Obvladujte dostop strank in pripravite preglede<\/h2>\n<div class=\"acc-grid\"><div id=\"h-protect-confidential-financial-and-client-data\"><h3>Postavite dostopna in prijavna pravila<\/h3><p>Mape delite z dodeljenimi zaposlenimi in strankami. Folderit daje \u0161ifrirane povezave in 256-bitno shrambo. Skrbniki zahtevajo 2FA, gesla in IP prek <a href=\"https:\/\/www.folderit.com\/knowledge-base\/security-policy\/\">Varnostne politike<\/a>.<\/p><p>Tailor doda podrobne pravice in SSO. Preglejte <a href=\"https:\/\/www.folderit.com\/sl\/?page_id=77002\">Center zaupanja<\/a> po varnostnih zahtevah pisarne.<\/p><\/div><div id=\"h-audit-preparation\"><h3>Revizorjem dolo\u010dite obseg<\/h3><p>Mape dokazil delite z imenovanimi pregledovalci in nastavite <a href=\"https:\/\/www.folderit.com\/knowledge-base\/setting-automatic-expiration\/\">iztek dostopa<\/a> po potrebi. Skrbniki filtrirajo <a href=\"https:\/\/www.folderit.com\/knowledge-base\/audit-log\/\">revizijski dnevnik<\/a> po uporabniku, datumu, obsegu ali dejanju ter izvozijo XLSX, ODS ali CSV.<\/p><p>Ukinitev deljenja ne vrne prenesenih kopij. Ob zaklju\u010dku preverite druge poti dostopa.<\/p><\/div><div id=\"h-automate-retention-of-accounting-records\"><h3>Uporabite svoj rok hrambe<\/h3><p>V Medium in Tailor nastavite <a href=\"https:\/\/www.folderit.com\/sl\/?page_id=76942\">samodejno hrambo<\/a> map ali datotek. Izberite za\u010detni datum in arhivsko mapo, ko\u0161 ali trajno brisanje.<\/p><p>Roke dolo\u010dite po veljavnih zahtevah in izjemah. Enoten rok ne pokrije vseh strank, jurisdikcij in vrst.<\/p><\/div><div id=\"h-stay-ahead-of-deadlines-and-outstanding-work\"><h3>Ohranite pregled nad prihodnjim delom<\/h3><p>Nastavite enkratne ali ponavljajo\u010de <a href=\"https:\/\/www.folderit.com\/knowledge-base\/setting-up-reminders\/\">opomnike<\/a> za uporabnike in skupine. Naloge so na nadzornih plo\u0161\u010dah prejemnikov, medtem ko <a href=\"https:\/\/www.folderit.com\/knowledge-base\/dashboard-and-reports\/\">skrbni\u0161ka poro\u010dila<\/a> pregledajo \u010dakajo\u010de odobritve, roke in konce hrambe.<\/p><p>Poro\u010dilo zapadlih dokumentov uporablja metapodatek Rok. Roki potekov so nastavljeni posebej.<\/p><\/div><\/div>\n<\/section>\n<section class=\"acc-section acc-faq\" id=\"accounting-questions\"><h2>Izberite postavitev za svojo prakso<\/h2>\n<details><summary>Ali Folderit zamenja ra\u010dunovodsko programsko opremo?<\/summary><div><p>Folderit upravlja dokumente, zapise in povezane procese. Glavno knjigo, usklajevanja, davke in pla\u010dila ohranite v namenskih orodjih. Folderit ureja dokaze in odlo\u010ditve.<\/p><\/div><\/details>\n<details><summary>Ali pove\u017eemo ra\u010dunovodsko platformo?<\/summary><div><p>Folderit ima API in integracije prek Zapier in Make. Delovanje je odvisno od spro\u017eilcev in dejanj obeh sistemov, preslikave ter konfiguracije. Preglejte <a href=\"https:\/\/www.folderit.com\/knowledge-base\/which-integrations-are-available\/\">mo\u017enosti integracij<\/a> in preverite predajo pred uporabo. Integracija Folderit Zapier je trenutno javna beta.<\/p><\/div><\/details>\n<details><summary>Kateri paket vklju\u010duje ra\u010dunovodske poteke?<\/summary><div><p>Medium vklju\u010duje preproste odobritve in seznanitve, metapodatke, \u0161tevil\u010denje in hrambo. Tailor doda Oblikovalnik, e-obrazce, Folderit eSign, podrobne pravice, SSO in API. Koli\u010dine so dolo\u010dene, zato preverite <a href=\"https:\/\/www.folderit.com\/sl\/cenik\/\">trenutne cene<\/a> glede na osebje, dostop strank in procese.<\/p><\/div><\/details>\n<details><summary>Ali stranke oddajo brez ra\u010duna Folderit?<\/summary><div><p>Imenovano deljenje zahteva registracijo. E-po\u0161ta mape omogo\u010da oddajo na aktiviran naslov brez prijave. Javna povezava je druga\u010den mehanizem, dostopen vsakomur z URL. Za dostop po identiteti uporabite imenovane uporabnike.<\/p><\/div><\/details>\n<details><summary>Ali imajo lo\u010dena podjetja svoje prostore?<\/summary><div><p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/multiple-business-sub-accounts\/\">Poslovni podra\u010duni<\/a> imajo svoje razdelke, \u010dlane, skrbnike in skupine. Iskanje poteka lo\u010deno po podra\u010dunu. Izberite mape v enem ra\u010dunu ali lo\u010dene podra\u010dune glede na upravne meje.<\/p><\/div><\/details>\n<details><summary>Ali gostujemo Folderit v lastni infrastrukturi?<\/summary><div><p>Poleg oblaka je na voljo <a href=\"https:\/\/www.folderit.com\/sl\/?page_id=77077\">lokalna uvedba<\/a>. Pred izbiro se pogovorite o gostovanju, odgovornostih in namenskih okoljih.<\/p><\/div><\/details>\n<\/section>\n<section class=\"acc-cta\" id=\"h-start-managing-accounting-documents-more-efficiently\"><h2>Preizkusite en posel stranke v Folderitu<\/h2><p>Prinesite vzor\u010dno mapo in en pregled. Poka\u017eemo zbiranje, dostop, odlo\u010ditve in ponovno iskanje dokazil.<\/p><div class=\"acc-actions\"><a class=\"acc-button\" href=\"https:\/\/www.folderit.com\/sl\/stik\/\">Rezervirajte ra\u010dunovodsko predstavitev<\/a><a class=\"acc-secondary\" href=\"https:\/\/my.folderit.com\/sl\/signup\/\">Preizkusite Folderit brezpla\u010dno<\/a><\/div><\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Zberite dokumente strank, odobritve ra\u010dunov in letne delovne papirje v Folderitu. 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