emSzmal 3 is another version of a well-known financial management application that allows storing information on financial operations, as well as importing statements directly from the websites of selected banks.
In this edition of the program, we can define any number of accounts from different banks at once, as well as add bills unrelated to any particular bank. All accounts can be freely grouped, and the financial resources accumulated on them are visible in the form of summaries for each group separately. The function of automatic checking of account balances ensures that the information presented is up-to-date without any additional interference from the user. It also informs you about changes to the invoice via e-mail or other user-selected notifications. In the accounts, we can add / edit and delete operations independently, also in this case the program will take care of updating balances on accounts.
The basic functionality of the program, i.e. automated download of bank statements, has been extended by the possibility of manually importing statements from CSV / XML files. The operation filter engine has also been expanded with the option of defining its own search criteria. It allows you to search in a very simple way extracts after such parameters as the name of the contractor, account number, title of payment or transaction amount. The program allows for remote / multi-station work, in which each program user can receive not only different permissions, but also have access only to accounts selected by the administrator. What's more, we can also limit the data presented to users only to those operations that meet the defined criteria.
The other functions of the program include the possibility of assigning own notes, groups and statuses to operations, exporting banking operations to CSV / XML and HTML files, printing options for individual or entire statements of operations, and archiving statements (they will remain available in the program as well after closing the account). emSzmal is an excellent help in handling orders from the store or online auctions. Especially due to payment processing PayU (Allegro.pl), PayPal, DotPay, TPay, Przelewy24 and a number of plugins that allow automatic posting of transfers in online stores on the following platforms: Click Shop Premium, Shoper, PrestaShop, Magento, RedCart, IAI-Shop, AtomStore , SoteSHOP 7, Sky-Shop as well as in Sello, Baselinker and EasyUploader applications.
The application also allows direct export of statements to the following programs: Symfonia Finanse i Księgowość, Nexo Auditor, Subiekt nexo, Rachper Nexo, Rewizor GT, Subiekt GT, ERP Optima and WF-FaKir as well as inFakt.pl, wFirma.pl and Fakturownia.pl.
The program requires the .NET Framework version 4 or later installed in the system for proper operation. The latest version of the .NET Framework can be downloaded in the section PROGRAMS -> Extras -> Libraries and other add-ons .
emSzmal also requires the installed Microsoft SQL Server 2005 or 2008 database. The database can be downloaded from the official Microsoft website .