Welcome to the K2 Help Documentation structure of K2 program Properties IS K2 User documentation Introduction to the K2 program Range of Licences User's Log-In K2 Information System Multiple Log-In Linking K2 user with Windows login Basic Description of K2 Program Basic Description of Screens Desktop Desktop - navigation panel Last run Attention: History of records User manual K2 and Helpdesk helpdesk Customer Support New helpdesk requirement Desktop - the main screen Working with icons Desktop - navigation panel Desktop administration Searching Classic Forms Book Form Universal Forms The Book - Universal The form - universal System of K2 Menu Module Menu Tree Menu Programme Basic Control Records in Browse Mode Records in Change Mode New record creation Records in Delete Mode Basic Functions Filters Alt+F9 Fast Filter Indicate Records Asterisks Tabs Create container/filter from the selected records Other Containers Save container Filters Filters - conditions Definition of Filter Conditions Selection tab The tab Conditions Condition Filter creation Example - Filter from page 0 Example - Filter from the card of a document Example - Filter with Expression Example - Filter from the item form Example - Filter from the conditions form Example - Filter with Other Container Example - Filter with Other Filter Example - Filter according to the field from other book Example - Filter with item condition Example - Filter with OR condition Example - Records from container Example - comparing fields from the same data module or via link Example - Filter according to current defined company Example - Filter from menu Expanded menu (Context menu) Saving filter Sorting of filter into tree Run filter Administration of conditions Columns of filters Define columns in filters Sorting of define columns of filters into tree Administration of columns in filters Filter sortings Define sortings Arrangement of define sortings of filters into tree Filter Sorting Administration Grouping Views Views Administration Menu table Searching Scroll Search Field Fast Search Alt+F7 Search by Notes Full-text Search Reduction search Search in drop down menu Print Classic Forms Activate Output Reports Print by F9 Key Browse Print Reports: Print from Standard User Toolbar Print from Tree Menu Add New Report Report Configuration (1st page) Report Parameters (2nd page) Parameter Edit Report Parameters Possibilities of printed report Remove Report Start Batches of Prints Reporting reports Automatic report Universal Forms Import reports and scripts from the classic forms into the universal forms Print by F9 Key Views Confirmation Alt+F2 Restore - F3 Books Alt+F10 Period Periods Addresses Documents Specimens Create New Specimen Create a document from specimen Module Menu Functions Form Mass Actions Actions Basic Advanced Filter Documents Next Record Previous Record Prices Other Exit Edit Display Keyboard Help Bar Status Bar Toolbars Toolbar definitions Standard Toolbar User Toolbar User Functions Set Table Select Columns Column Parameters Format Set Column and Lines Columns Masks Tools Help Universal Forms Basic Descriptions of Forms Universal Forms Settings The Basic Structure of a Form Ribbon Table (Datagrid) Column Filter Fulltext Search Edit Rows Mathematical Operations Quick search records Alt+F7 Bulk Change Work with Columns Edit Table Settings Adjust Column Width Column Templates Administration of saved table Settings Quick Work with Columns Views Conditional Formatting Formatting of table rows Formatting of table columns Quick Conditional Formatting Charts Tabs Record Preview Components of the Form Basic Components of the Form Drop-down panel (Expander) GroupBox Floating Form (Floater) Treeview Tabs in Forms ListView Splitter Data Components of the Form Text, numeric, and checkboxes Label Date Fields Selection menu (Lookup) Form Components Options Map and Picture Detaching the forms History of the Fields Information about Form Transfer of Configuration Objects Export Configuration Objects into "*.XML" file Service Mode Print Import reports and scripts from classic to universal forms Print by using F9 Key Insert Report/Script Modules Basic code lists and Supporting Modules K2 Suppliers/Customers Suppliers/Customers book Supplier/customer card Basic Data (page 1) Data Payment Conditions Electronic addresses Invoicing and payments (2nd page) Article turnover (3th page) Articles delivered (5th page) Supplier prices Documents (6th Page) Customer prices (7th page) Product group item Customer article prices Date prices (8th page) Documents (page 9) Suppl./Cust. - view (page O) Evaluation (page V) Balance on The Suppl./Cust. card Functions Suppl./Cust. module menu Functions over Suppl./Cust. database Imports Import of customers Suppliers/Customers reports The Customer card (the Supplier Card) By Abbr Articles Articles book Articles card Basic Data (page 1) Packet type Prices and others data (2nd page) Routing (3rd page) Supplier prices (4th page) Min / max quantity, lagers, successor Article / Stock data Overview of predecessors Selling prices (5th page) Preparing of the price list Margin Product groups Price groups Article prices Date prices Stock volumes (6th page) Suppl./cust. turnovers (7th page) Stock card (8th page) Documents (page 9) Articles - page Parameters Parameters book Parameter - Basic data Parameter - Places of use Code list of Groups Classification book Bulk change - Change of article parameters (only in universal resolution) Article - Complaints and service (page S) Articles - view (page O) Articles - page ES Evaluation (page V) Daily stock Inventory turnover ABC analyses Article - EKO-KOM packaging (universal forms only) Functions over Article database Module Menu Functions of Articles Form - Bulk actions E - shop - ES Form – Actions Reports of Article Articles price list Catalogue of articles Goods turnover Methodologies of Article Multidimensional quantity Article card setting Classification settings Purchase - Examples Sale Batch Batches book Basic Data (page 1) Batch parameters (2nd page) Price by type (3rd page) Stock card (8th page) Documents (page 9) Required parameters of batch. Required batch characteristics in production Functions for batches over Article database Coverage of article demanded Coverage configuration Location Locations book Basic Data (page 1) Items (page 2) Movement (page 8) Documents (page 9) Countries Currencies Type of plan Type of tax Type of tax code list VAT Rate Customs Tariff Legal latecharges Notes Working with notes Insert notes Change of notes Delete Notes Bulk actions with notes Note type Supplements Inserting of new notes type Texts to documents and code lists Comments Working with comments Adding comments Comment change Comment deletion 9th page - Links and References Documents Insertion and deleting of external documents from documents Basic Data (page 1) Documents (2th page) External document types 1st page Opening and closing of external documents Documents References Versioning Fields Tasks Task fields setting Task fields The book Tasks Basic Data (page 1) Items (page 2) Documents (page 9) Reports over tasks The list of tasks Task History Workflow Roles Roles book Role - basic info (page 1) Role - occurrence (page 2) Procedures Procedure book Procedures - basic info (page 1) Book Versioned procedures Versioned Procedures - Basic Info (page 1) Versioned Procedures - Editor (page 2) Chart Description Properties - VERSIONED PROCEDURES Assignees Deputizing Variables Actions Versioned Procedures - Reports Process Process Scheme List of metrics Definition of Variables Book of Definition of Variables Definition of Variables - Basic Information (page 1) Create Own Code List Products Products book Products - Basic Information (page 1) Workflow Products book Workflow Products - Basic Information (page 1) Book My Absence User Procedures and Steps book User Procedure and Steps - detail Processes Book of Processes Processes - Basic Info (page 1) Participants + Variables tab Products tab Assignment tab Change priority/time Processes - Work Steps (page 2) Statuses tab Reports above Processes Process evaluation - Users Process Log List of processes Average reaction time of users Average reaction time of users in procedure Scheduled task - New process Steps Browse Worksteps book Work Step Process tab Step tab Process Chart Offer a representative when forwarding a step Derived books For processing book Finished steps Steps of unfinished processes Mass actions above Work Steps book Workflow scripts and parameters Workflow Scripts Workflow step approval from email Workflow Parameters Arrow evaluation Process status Document type Insert product Owner according to another step Same owner Selection of next steps Calculation of variable value Variable set up Creating a Process Check of Variables User for Work Step Action at Product Check of closure of all steps Import/Export Export and import of versioned procedure Export and Import of Workflow Product Organizational Structure link to Workflow Notifications Notification System - Recipients and Devices Establishing the Firebase service Notification System - Groups Notification System - Actions Notification System - Formatters Notifications - receiving a message Description of functions of the notification panel menu Description of functions of a notification in notification panel Other Notification Options Communication Letter post Books of letter post Basic data (1st page) Received letter post Items- RECEIVED LETTER POST Attachments - RECEIVED LETTER POST Sent letter post Basic data - SENT LETTER POST Items- SENT LETTER POST Attachments - Sent letter post Bulk posting forms Basic data - BULK POSTING FORM Items - BULK POSTING FORM Documents - BULK POSTING FORM Reports over the Letter post Self-adhesive labels Envelopes Scripts, functions Mail Mail book Message Calendar Mailbox setting Scripts, functions Marketing Function of the Marketing module Offers/Demands Offers Basic Data (page 1) Items (page 2) Documents (page 9) Function over Offers book Demands Basic Data (page 1) Items (page 2) Documents (page 9) Function over Demands book Offers and Demands comparison Books Administration - Marketing Default settings Partners Partner card Basic Data (page 1) Item of electronic addresses List of activities (2nd page) Example of usage of sorting of activities Tasks - Partners tab Contacts - (3rd page) User's code lists (4th page) Calendar (7th page) Documents (page 9) Working with partners Journal of partner Partner journal settings (for client) Set up of partner journal (for user over Journal tab) Reports over the Partners Partner card Journal of partner Activities of partners by prob. of execution Financial income in the period Firms and monitored activities Firms and monitored activities 1 Envelops - Partner without Person Partners - self/stick labels 14pcs/A4 Transactions in progress by responsible person List of contact persons with partners List of partners and responsible persons List of partners by abbr List of partners by abbr. with resp. pers. Groups of activities of partners by prob. of real. Sending of letters in bulk Scripts, functions Contact persons Contact persons card Basic Data (page 1) List of activities (2nd page) Tasks - Contact person tab Job Positions - Occupancy and Candidate tabs Additional data (3rd page) Classification and Employment (4th Page) Qualification (5th page) Calendar (7th page) Documents (page 9) E-shop (11st page) - CONTACT PERSONS Work with contact persons Functions above Contact persons module Form - Mass Actions - Creation of Discount Coupons Reports over the Contact persons Journal of contact person Calendar of contact person Cont. persons - birthday + phone Contact persons - self-stick labels 14pcs/A4 Envelopes without logo-cont. persons List of cont. pers. by name with mobile Listing of personal data Scripts, functions Contacts Activities Card of Activity Basic Data (page 1) Type of activities List of activities (2nd page) Calendar (page 7) - ACTIVITIES Comments and External Documents (8th and 9th Page) Working with activities Reports over the Activities Activity card List of activities Tasks for individual acc. to weekly calendar List of linked activities Scripts, functions Opportunities Opportunities book Basic Data (page 1) List of activities (2nd page) Offers (page 3) - OPPORTUNITIES Demand (page 4) - OPPORTUNITIES Calendar (7th page) Comments and External Documents (8th and 9th Page) Working with opportunities Reports over the Opportunities Journal of opportunities List of opportunities Statistical success Evaluation of opportunities Compare history of opportunities Scripts, functions Opportunities end Campaigns Campaigns book Basic Data (page 1) List of activities (2nd page) Calendar (7th page) Comments and External Documents (8th and 9th Page) Reports over the Campaigns Campaigns List of partners for camp. acc. to selected activities Evaluation of campaigns CreditCheck Setting of CreditCheck service in the K2 IS CreditCheck in the K2 IS ISIR Justice system in K2 IS ISIR Justice ISIR Justice service configuration in K2 IS ISIR Justice system in K2 IS K2 SyncService K2 SyncService Synchronization settings ARES Configure ARES service ARES in K2 IS ISDS (Data Box Information System) Configure ISDS service ISDS in K2 IS Shared Purchase and Sale Elements Basic data (1st page) Entering and Editing of Document Header Check of Business Period during Saving of a New Document Documents (5th Page) External Documents and Documents (9th Page) Mutual Cohesion of Documents Create Documents Create Document by Flags Create Document by Right Mouse Button Create Document by F5 in Change Mode Create Document from Your Current Module by Ins key Create Document from Your Current Module by F6 key Create/Adjust Document with Requirement of Item Selection Create Document from Specimen Create Documents in Bulk on Container Create Document Via Guide for Creation of New Documents Link Subordinate Document to Superior One Addressees Enter Addresses Round Documents Payment Conditions Activity - document tab Tasks - the tab of a document Serial Numbers Insert Serial Numbers Menu Functions of Purchase and Sale Document Bulk Actions Actions - Prices Actions - Documents Actions - Other Functions of Purchase and Sales Documents Setting of Client Parameters General Shop Sale Purchase Supplements Insert Supplement to Document Header Insert Supplement to Document Items Methodologies - Shared Purchase and Sale Elements Pricing in IS K2 Purchase Prices Article card - Purchase prices Update the purchase price on the Article card Updating the Sliding price field Update planned stock price Example: Definition of purchase prices Supplier Prices Supplier Prices Supplier Card - Supplier Prices Selling Prices Elementary Devices for Definition of Sale Prices Margin Price groups Product Groups Related Options, Parameters and Flags Article card - Selling prices Preparing of the price list Article Prices Display Selling Prices Buyer Prices Example: Definition of Selling Price Example: Definition of Buyer and Customer price Example: Change value settings to calculate the sale price Date Prices Hot Deals Discounts Example: Discount set on a Sale document item Recalculate Prices Recalculate Article Prices Recalculate Customer Prices Article Repricing Change Exch. Rate and Recalculate Prices Bulk actions - Change record Recalculate Date Prices Overview of parameters and selected fields that relate to the price creation of the K2 IS EKOKOM - Records of packaging materials for the report on packaging production Financing of E-waste collection - recycling fees E-waste Tab Bulk Adding/Editing of the E-waste Records Adding a fee to a sales order Adding Fee to a Purchase Order More Settings Technical details EDI - Sale Installation Script parameter: Description of individual pages EDI - (Purchase) Script parameter: Description of individual pages EDI - Import of invoices in EDI Import settings Excise Taxes - PaSSE Definition of terms Evidence of excise taxes in IS K2 Article card with excise tax records Tax document Examples Example 1 Example 2 Example 3 Example 4 Example 5 Example 6 Example 7 Example 8 Example 9 Example 10 Sale Settings of Sale Books of Sale Basic Data Customers Articles Price Lists Price List Settings Books of Price Lists General settings of Books of Price Lists Settings for Business Year of Books of Price Lists Price Lists Price Lists - Book Price List Basic Data Definition Price Lists - Definition of Price Calculation Definition items Other Definition Items Summary Sale Items Attached Docs. Functions over Price Lists Recalculation Set Active Price List Recalculation in Task Scheduler Scripts and Reports Data for Price Lists in the Book of Customers and Sale Documents (New User Interface) Article - Price list Joint Contracts Joint Contracts Book Joint Contract Document Basic Data (1st page) Items (2nd Page) External documents (9th page) Joint Contract Settings Sales Orders Book of Sales Orders Sales Order Document Basic Data (1st page) Data - SALES ORDERS Tax Summary - SALES ORDERS Items (2nd Page) Coupon Application Documents (5th Page) External documents (9th page) Internal sales orders - internal reservation on production Functions for Sales Orders Cancel Sales Orders (F8) Sales Orders - Work in Progress by Workplaces Reports - Sales Orders Contract Statement of Sales Order List of Sales Orders Order Confirmations Book of Order Confirmations Order Confirmation Document Basic Data (1st page) Data - ORDER CONFIRMATIONS Items (2nd Page) Sorted Items (4th Page) Documents (5th Page) External documents (9th page) Proform Invoices Functions of the Order Confirmations Module Menu Reports - Order received Order Confirmation Purchase Contract Reserving Cards Book of Reserving Cards Reserving Card Document Basic Data (1st page) Data - RESERVING CARDS Items (2nd Page) Account Assignment (3rd page) Documents (5th Page) External documents (9th page) Functions over Reserving Cards Reports - Reserving Cards Reserving Card Release Notes Book of Release Notes Release Note Document Basic Data (1st page) Data - RELEASE NOTES Excise Tax - Release Note Items (2nd Page) Account Assignment (3rd page) Documents (5th Page) Serial Numbers (6th Page) External documents (9th page) Functions of the Release Notes Module Menu Form - Bulk Actions - RELEASE NOTES Functions for Release Notes Reports - Release Notes Release Note List of Release Notes Delivery Notes Out Book of Delivery Notes Out Delivery Note Out Document Basic Data (1st page) Data - DELIVERY NOTES Items (2nd Page) Documents (5th Page) External documents (9th page) Functions of the Delivery Notes Out Module Menu Reports - DELIVERY NOTES Delivery Note List of Delivery Notes Invoices Out Book of Invoices Out Basic Data (1st page) Data - INVOICES OUT Tax Summary - INVOICES OUT Items of VAT Documents - INVOICES OUT Internal Documents Intrastat - INVOICES OUT Items of Intrastat Documents - INVOICES OUT Excise Tax - INVOICES OUT Items (2nd Page) Account Assignment (3rd page) Documents (5th Page) Payments (6th page) Automatic Payment by Cash Register and Internal Document External documents (9th page) Functions of the Invoices Out Module Menu Form - Bulk Actions: Functions over Invoices Out Cancel Invoices (F8) Transfer of Invoice Payments Alt+F6 (Ctrl+F6) The rounding of domestic Invoices depends on the Payment Method Credit Notes Correction of Price Create Credit Notes in bulk Create Stock Documents Only Posting Credit Notes in Preview Pane Preview Pane Settings - Credit Notes Reports - Invoices Out Invoice Out Advances Received Book of Advances Received Document Advance Received Basic Data (1st page) Data Items of VAT Documents Internal Documents Items (2nd Page) Account Assignment (3rd page) Payments (6th page) External documents (9th page) Functions of the Advances Received Module Menu Form - Bulk Actions: Functions over Advances Received Create Repeated Advances Received Rounding of Advances Methodologies to Advances Received Process of Receiving an Advance From a Customer Call for Payment Received Payment (Money Receipt) Payment of Advances in Foreign Currencies Deduction of Advance Received on Invoice Out Example of a non-tax Advance Received Posting of Advance Received Partly paid/overpaid Advance Credit Notes to Advances Credit Notes to Revalued Advances Other Receivables Books of Other Receivables Other Receivables Card Other Receivable Document Basic Data (1st page) Data Items (2nd Page) Account Assignment (3rd page) Payments (6th page) External documents (9th page) Card of Other Receivables Basic Data (1st page) External documents (9th page) Functions of Other Receivables Functions over Other Receivables Create Repeated Other Receivables Reports - Other Receivables Other Receivable List of other receivables Credits Credits (Book) Credits - Basic Data Credits - Status Credits - Breaking Supplier/Customer - Credits Sale Items Profit, Margin and Stock Price Evaluating of Sale Coupon Discounts Discount Coupons Discount Coupons (1st page) Discount Coupons - Validity (2nd page) Discount Coupons - Evaluation (3rd page) Discount Coupons - Documents (9th page) The settings of discount coupon status Functions for Discount Coupons Selling in Shop (Retail Sale) Preparation for Running a Retail Sale Retail Sale Parameters Retail Sale Retail Sale Tab Entering a Business Transaction History Tab Loyalty programs Functions Sale Methodologies Sale of articles in the store Preparation Before Running the Script The Parameters of the "Selling in Shop" Script Entering a New Business Transaction Paying a Sales Order Calculation VAT From Above Method in the K2 IS Settings in Books of Sale Settings of Rounding in the Administration of Own Companies Constant Settings for VAT Rates Instalment Selling, Suspensions Cession of Receivables K2 IS Settings Refer a receivable, for which no corrective item has been created Refer a receivable, for which a corrective item has been created Commission Commission - Example Assigning Commissions Acknowledging commissions regardless of the Invoice payment status Acknowledging commissions in ratio according to how the Invoice has been paid Overview of Acknowledged Commissions Technical solution Purchase Setting of Purchase Books of Purchase Purchase Orders Book of Purchase Orders Purchase Order Document Basic data (1st page) Data - PURCHASE ORDERS Tax Summary - PURCHASE ORDERS Items (2nd Page) Documents (5th Page) Ext. Documents (9th page) Functions of Invoices Out module menu Form - Bulk Actions Functions over Invoices Out Order Cancellation (F8) Purchase Orders Reports Request for Quotation List of orders Script to create orders for demanded articles Delivery confirmation Book of Delivery Confirmations Delivery Confirmation Document Basic data (1st page) Data - DELIVERY CONFIRMATION Items (2nd Page) Documents (5th Page) Ext. Documents (9th page) Menu module functions - Delivery Confirmation Delivery Confirmation Report Delivery Confirmation Receipt cards Receipt Cards Book Receipt Card Document Basic data (1st page) Data - RECEIPT CARDS Items (2nd Page) Assignment (3rd page) Documents (5th Page) Serial Numbers (6th Page) Ext. Documents (9th page) Functions of the Receipt Cards module menu Form - Bulk Actions - RECEIPT CARDS Functions above Receipt Cards Receipt Card Reports Receipt card List of Receipt cards Invoices In Invoices In Book Account Number Payment Status Basic data (1st page) Credit Notes - PURCHASE Posting - PURCHASE Instalment Invoices Functions over Invoices In Invoice In Reports Invoice In Invoice statement Advances Provided Document Advance Provided Deduct Advance Provided to Invoice In Credit Notes of Advances Functions over Advances Provided Rounding of Advances Other liabilities Books of Other Liabilities Book of Other Liabilities Document of Other Liabilities Other Liabilities Card Reports - Other liabilities Other liability List of other liabilities Items of purchase Purchase evaluation Functions of Purchase Documents Function Complaints / Service K2 IS settings Complaints / Service module settings Service Presets Setting of phases General settings Service progress Administration of books Service orders - book Functions over Scripts and Records book Basic Data (page 1) Service sheets (2nd page) Contract Items (4th page) Functions over items of Service orders Documents (5th Page) Documents (page 9) Service sheets - book Functions over Service sheets book Basic Data (page 1) Service sheets tabs Description of defect Customer´s statement Serial Numbers Components Appurtenance Parameters Service statement Service recommendation Phase (Page 2) Phases of service sheet in regards to Inferior (4th page) Documents (5th Page) Documents (page 9) User parameters Reports Service contract Undo the confirmation of service orders Service sheets Service Protocol List of service sheets Service evaluation Complaint document Continuous examples of service cases Service case - repair Service case - Complained justified/unjustified Service case - Returning money Maintenance Basic settings Serviced equipments Basic data (1st page) - Serviced equipments Components (2. page) - Serviced equipments Service operations (3. page) - Serviced equipments Task definition (4. page) - Serviced equipments Documents (5th page) - Serviced equipments Attachments (6. page) - Serviced equipments Scheduled service tasks Basic data (1st page) - Scheduled service tasks Documents (2. page) - Scheduled service tasks Calendars Service requests Basic data (1st page) - Service requests Logistics Stock Warehouse Settings Books of Warehouses Warehouses Basic Data (page 1) Basic and Summing Warehouses (2nd page) Zones (3rd page) Location Locations book Basic Data (page 1) Items (page 2) Movement (page 8) Documents (page 9) Handling Units Book of Handling Units Basic Data (page 1) Items (page 2) Articles Book of Stock Items By Periods Serial Numbers Transfer notes Book of Transfer Notes Basic Data (page 1) Items (page 2) Assignment (3rd Page) Serial Numbers (6th Page) Documents (page 9) Internal Transfer notes - particularity Functions Over Transfer Notes Functions of the Transfer Notes Module Menu Form - Bulk Actions Receipt Cards Release Notes Job cards ABC Analyses Book of ABC Analyses Basic Data (1st Page) Items (page 2) Configuration of ABC analyses Calculation of ABC Analyses Forecast of sales and supplies Article Card - V Page - Forecasts Folder Forecast Configuration Run Forecasts Methodologies Over Stock Commercial Consignments Services of Consignment Basic Data (page 1) Consignments Basic Data (page 1) Items (page 2) Documents (page 9) Functions over Consignments Collections Basic Data (page 1) Items (page 2) Documents (page 9) Packets Basic Data (page 1) Ext. Documents (9th Page) - Packets Consignment Configuration Configuration Services Consignment Category Code List Reports over Consignments DPD Label PPL Label Process No.: Czech Post Label List of Consignments List of Packages List of Packages in Collection Czech post label 1 List of Packages of Collection Without Bar Code Packets - Bulk Posting Form Scripts, functions Carriers - Settings Specifications In Time DPD The Czech Post Carriers - Implementation General Implementation of Consignment Services Implementation via DPD (through API) PPL Sprint Label Implementation PPL Parcel Implementation Geis Cargo Implementation Geis Parcel Implementation Transport Books of SAD and Transport Vehicles Vehicle Card Basic Data (page 1) Basic Data (page 2) Rates (3rd Page) Fuel Consumption (4th Page) Costs Records (5th Page) Vehicle Operation Records (VORs) (6th page) Vehicles - Driver's Report Book (7th Page) Documents (page 9) Reports above Vehicles List of Vehicles Vehicles Overview Road Tax Code Lists A road tax rate. Road tax records Driver's Trip Tickets Travel Orders Code Lists Travel Order Document Reports over Travel Orders Vehicle Operation Records (VORs) VOR Card Basic Data (page 1) Drives (2nd Page) Documents (page 9) Functions of the VORs Menu Form – Actions Distribution Plan Distribution Plan Card Basic Data (page 1) Items (page 2) Functions over Distribution Plans Functions of the Distribution Plans Module Menu Form - Documents Form - Bulk Actions Form – Actions Distributions Distributions Card Items (page 2) Documents (page 9) Functions over Distributions Functions of the Distributions Module Menu Form - Documents Form - Bulk Actions Form – Actions Linking of Distribution and Primary Document Driver's Report Book Driver's Report Book - 1st page Functions of the Driver's Report Book Module Menu Form – Actions Driver's Report Book Mobile Terminals Production Production example - Simple gingerbread for figurines Procedure Basic Data of Production Module Articles Article categories Direct materials (Category A) Indirect and Additional Materials (Category B) Cooperation (Category E) Finished product (Category H) Outputs of production resources (Category K) Intermediate, Faulty products (Category M) Semi-finished product (Category P) Overheads (Category R) Employees outputs (Category V) Articles (Category Z) Batch records Calculation Models The Calculation of the Product Price (Calculation) Books of production Routings Basic Data (1st page) Items (2nd page) Ext. documents (9th page) Functions over Routings Functions of Routings Menu Module Form - Bulk action Resources Basic Data (1st page) Items (2nd page) Job queue (3rd page) Production operations (4th page) Capacity Plan (5th page) Daily plans Ext. documents (9th page) Functions for Resources Functions of Resources Module Menu Form - Bulk actions Resources - Capacity plan Resources - Capacity plan Periods/resources Operation Basic Data (1st page) Items (2nd page) Ext. documents (9th page) Functions of Operations Module Menu Form - Bulk actions Warehouses Workplace Basic data Daily plans - WORKPLACES Functions for Workplaces Workplaces - Capacity plan Periods/workplaces Work Shifts Basic data Job Cards Job Cards book Basic Data (1st page) Superior documents of a job card Parameters of batches Plan (2nd page) Serial Numbers (6th Page) Actual State (4th page) Documents (5th Page) 7th page Gantt - production status (8th page) Ext. documents (9th page) Functions over Job Cards Functions of Job cards Module Menu Form - Bulk action Form – Actions Reports of Job Card Job card List of job cards Statement of job cards Production orders The Production orders book Basic Data (1st page) Plan (2nd page) Execution (4th page) Costing (5th page) Gantt - production status (8th page) Production Planning and Supply Calendars Calendar (1st page) Calendar item Definition items (3rd page) Attached calendars (4th page) Dispatcher Coverage Resources Documents Gantt - DISPATCHER Collisions Schedule job cards Functions of Dispatcher Module Menu Form – Actions Scheduler Resource chart Task chart Resources Documents Collisions Protocol Gantt production status Produced items by categories book Job cards Operation book The Production items book Functions of Production Module Production methodologies Cooperation Projects Basic settings Books of projects Default settings Project Roles Rights description of project roles Project resources Basic Data (page 1) Items (page 2) Job queue Worksheets Capacity Plan Documents (page 9) Project Calendar Basic Data Definition items External calendars Projects Basic Data (page 1) Phases Basic Data (page 1) Other data Worksheets Attachments Project overview Functions above phases and resources at page 2 of project Other data Worksheets Documents (page 9) Gantt (SHIFT+F8) Project planning Function Function of Projects module menu Form - Mass Actions Invoicing Reports Project Project in landscape format Project - evaluation Project budget Handover Protocol Course of Project Implementation Phases / planned activities Assigned resources Worksheets Function above Phases / planned activities book Job queue Basic Data Worksheets Mass Actions Reports Worksheet List of worksheets Finances Introduction to finances Bank Bank code lists Card of bank document Basic Data (1st page) Documents (9th page) Bank SWIFT code list Banker's orders Document Banker's order Basic Data (page 1) Items (page 2) Banker's orders - Item (1st page) Banker's orders - Item (2nd page) Documents (page 9) Functions over Banker's Orders Functions over Banker's Orders Bank statements Document Bank Statement Basic Data (page 1) Items (page 2) Bank statements - Item (1st page) Bank statements - Item (2nd page) Account assignment (3rd page) Documents (page 9) Functions over Bank Statements Matching Payments in Bulk Recalculation of bank account balances Current balance Load account movements Reports over Bank Statements Homebanking Export banker's order Common parameters for banker's order Grouping of items Foreign orders parameters Parameters for Mulricash KB Best Parameters Parameters for CM Parameters for Sepa .xml formate CNB Formate Example of exported files Example: Banker's order - Citibank system Example: Banker's order - Geminy system Account assignment and posting of the bank statement Common parameters for banker's order Parameters for Mulricash Parameters for PayPal Parameters for Geminy Parameters for CSV - BANK STATEMENT Parameters for CM (compatible media) Example of imported files Example: Bank statement - Multicash system Example: Example: Example: Example: CB Best system Example: CB system Example: Citibank system Pairing and Sorting Items Banks and systems used Bank API API settings for FIO banku Automatic statement downloading Cash Register Code list of cash register Card of cash voucher Basic Data (1st page) Documents (9th page) Cash register Cash vouchers - Book Cash voucher Basic Data (page 1) Items (page 2) Account assignment (3rd page) Documents (page 9) Functions over Cash Vouchers Recalculate cash register balances List of coins and Cash deposit form Function menu module Cash vouchers Form - Bulk Actions: Functions over Cash Vouchers Cash voucher Items of payment documents Items of payment documents Functions over Items of payment documents Automatic report Open items Open items book Function over the book of open items Payment morale - basic information Payment morale Payment morale - unpaid invoices with due date in term Payment morale - Credit notes Payment morale - Credit notes and unpaid invoices with Accounting transaction date from-to date Export of receivables for the bank Reminders Books of Reminders Reminder parameters Book of Reminders Basic Data (page 1) Items (page 2) Documents (page 9) Create Reminders Edit Reminders Example of creation the Reminders from the Open Items book Functions over Reminders Functions of Reminders Module Menu Reports over Reminders Information about reminders on the primary documents Cash Discount Cash Discount Settings Setting payment conditions, billing Apply Cash Discount Cash discount for Sale Cash discount for Purchase Cancel application of cash discount Update of payment conditions on commissions and sales orders Financial Management Set-off Set-off proposal Printing and editing Set-offs Confirm Set-Off Processing invoice payments with credit cards Invoice payment “By card” Match payments made by credit card Technical solution Penalization Select invoices for penalization Create Penalty Invoices Print penalty invoices Technical solution Accounting Introduction VAT Introduction Input of data into primary documents Description of code lists Tax Type Type of tax code list Tax rate Types of taxes and tax rates on documents Overview of types of taxes and their use in VAT returns from 1. 10 2021 An overview of the types of taxes and their use in the One Stop Shop return from 1 July 2021 Standard date for VAT Documents with VAT and documents without VAT Methodologies for VAT, import and export Taxation of acquired articles from the EU Invoice In VAT self-assessment - internal document VAT returns and VAT self-assessment documents Module VAT settings Code list. Type of return Tax offices, territorial workplaces Code of the tax period of the following year Representative code Settings for creating self-assessment documents Internal Document books setting - self-assessment of VAT Parameters settings for creating self-assessment documents Parameters settings VAT parameters calculation - VAT BOOKS Update of default values of VAT calculation parameters VAT Documents DPH Book VAT document Basic Data (page 1) Own items - VAT documents Items of imported VAT return - VAT Documents Functions over VAT documents Linking VAT documents to primary documents One Stop Shop - special mode of one administrative place OSS solution in IS K2 An overview of the types of taxes and their use in the One Stop Shop return from 1 July 2021 OSS parameters Sales book - settings for OSS OSS VAT Return - EU scheme OSS VAT Return - EU scheme One Stop Shop - EU scheme OSS VAT Return - Import scheme OSS VAT Return - Import scheme One Stop Shop - Import scheme OSS - Import scheme - list of documents OSS VAT Return - Non EU scheme OSS VAT Return - Non EU scheme One Stop Shop - Non EU scheme Creation of an internal document for domestic VAT returns OSS - create int. document for dom. D Return Accounting basic settings Accounting books Basic Data Numbering Accounting settings in the Administration of own companies Accounting schedule Account - Basic Data. Change in Chart of accounts Adjustment of the Chart of account when putting the company into operation Adding new accounts Exclusion of the account to which it was charged Change of account to which it was charged Replacement account Function over Chart of accounts Posting keys Posting key - Basic Data Transfer of posting keys between clients Matching Symbols Basic Data Work with matching Symbols Function over matching Symbols User parameters Data settings in books and documents Important data in books settings Important data on Article card Important data on documents Addition of important data on confirmed documents Accounting journal. Accounting document Basic Data (page 1) Items (page 2) Document history Documents (page 9) Function over Accounting journal Item of Accounting Journal. Functions over Items of accounting journal Posting General Accounting Documents Entering initial balances to accounts Posting of Primary Document Bulk posting of Primary Document Reposting of document Posting error logs General ledger List Turnovers Movements Matching Symbols General ledger filter calculation Function over General ledger Display in columns General ledger in columns WEB and e-shop Webs and E-shops - data in K2 General modules Book Webs and E-shops Webs and E-shops - Basic data Webs and E-shops - Webs and E-shops Settings Supported languages Supported currencies Price Groups Countries of delivery addresses Countries of invoice addresses Default values Pages in General Articles Catalogue Article Detail Shopping Cart User accounts Documents Display Specific pages Homepage Tabs Searching States of records Types of Records Analytical tools Embedded page content Branches and own warehouses Testing Action of sending e-mails Offer Settings Webs and E-shops - Items Webs and E-shops - Delivery Terms and Payments Webs and E-shops - tab Parameters Attachments - tab Links Registration Book Registered emails book Offers from the web and e-shop Creating offers from the web and e-shop Direct sales in the terrain Book of Article Category Article Category - Basic Data Article Category - Items Category - Articles Summary Article Category - Links Category Book - tree Web Menu Book Web Menu - Basic data Web Menu - Web items Text Pages Book Text Pages - Basic Data Embedding “nested” pages - widgets Book of Shipping Method for E-shop Shipping for E-shop - Basic Data Shipping for E-shop - Attachments Book Payments for E-shop Administrator Conversion Conversion of Balance of Invoices Outed Conversion of Balance of Invoices Received Stocks Levels Conversion Transition of the System to the New Year Filling the Business Year and Period Code List Books Settings Setting the Current User Period Summary Basic Settings Users - parameters Users book Basic Data (1st Page - Users) Groups of Rights (3rd page - Users) Records Rights (4th page - Users) Rights (5th Page - users) Rights to forbidden fields (6th page) An overview of defined users parameters (7th page) Two-factor verification in IS K2 Setting up two-factor user authentication Setting Firebase data Description of individual rights Purchase and sale General - Purchase and Sale (rights description) Purchase Purchase orders (rights description) Delivery confirmations (rights description) Invoices in (rights description) Receipt cards (rights description) Items - Purchase (rights description) Advances provided (rights description) Other liabilities Sale Sales orders (rights description) Delivery notes (rights description) Invoices out (rights description) Order confirmations (rights description) Reserving cards (rights description) Release notes (rights description) Other receivables General - Sale (rights description) Items - Sale (rights description) Advances received (rights description) Price lists Promo action Complaints / Service Service orders Service sheets Phases of service sheet Configuration Payroll Human resources Employments -RIGHTS Payroll documents - RIGHTS Payroll documents for employee - RIGHTS Payroll documents for book - RIGHTS Payroll items - RIGHTS Wage data Payroll accounting - RIGHTS Wage components Wage calendar Wage constants Minimum wage tariffs Internal wage tariffs Wage periods Trade unions Wage parameters Deductions from wages - RIGHT Payroll payables - RIGHTS Qualifications of employees Administrator Users (rights description) User rights group (rights description) User parameters (rights description) General - Administrator (rights description) Client parameters (rights description) Clients (rights description) Filter / Search Masks (rights description) Books of purchase (rights description) Books of sale (rights description) Books of production Books of accounting (rights description) Books of VP bank (rights description) Books of wage documents, Books of payroll payables Bank accounts (rights description) Books of new assets Book of assets (rights description) Books of cash register (rights description) Books of letter post Books of Internal Documents Books of reminders Books of Projects Books of other receivables Books of other liabilities Books of warehouses (rights description) Books of travel orders Books of price lists Books of shipment services Tasks (rights description) Databases administration - (rights description) Recalculation (rights description) Column selection - (rights description) Reports and functions (F9) (rights description) Changes (rights description) Consistency (rights description) Initial states - (rights description) SQL queries in filters - (rights definition) Sorting, filtering, group (rights description) Access to settings level Folders (rights description) Custom rights (right description) Export and import of data Synchronise ARES Data boxes Code Lists Suppliers and customers (rights description) Articles (rights description) Supplier prices - (rights description) Batches (rights description) Customs tariff - (rights definition) Codes (rights description) States (rights description) CZ-CPA (rights description) Parameters for columns colors - (rights description) Colors (rights description) Fonts (rights description) Notes (rights description) External documents (rights description) Contracts (rights description) Periods (rights description) Article types (rights description) Article brand (rights description) Measure unit - (right description) Supplier product groups (right description) Product groups (rights description) Language supplements (rights description) Location (rights description) Plan type - (rights description) ABC Analyses Product keys Customer keys Discount coupons Address General Analytical dimensions Payment method Transport method Excise duty Projects Projects - roles - RIGHTS Projects - calendar - RIGHTS Projects - resources Projects - resources prices - RIGHTS Projects - names of stages/activities - RIGHTS Projects Projects - Stages / scheduled activities Projects - Assigned resources - RIGHTS Projects - work sheets Marketing Partners (rights description) Contact persons (description of rights) Opportunities - RIGHTS Quotations - RIGHTS Requests for quotation - RIGHTS Campaigns (rights description) Activities (rights description) Sent letter post Received letter post Bulk posting forms Classes (rights description) Satisfaction (rights description) Acquisitions (rights description) Priority (rights description) Company type - (rights description) Branches (rights description) Origin (rights description) Financial potential - (rights description) Solvency (rights description) Agreed care - (rights description) Employees number - (rights description) Turnover (rights description) Profit (rights description) Reference value - (rights description) Perspective (rights description) Status (rights description) Evaluation (rights description) Designation (rights description) Departments (rights description) Office (rights description) Transport method - (rights description) Function (rights description) Position (rights description) Hobbies (rights description) Knowledge (rights description) Presents (rights description) School (rights description) Character attributes - (rights description) Title (rights description) Mail (rights description) Electronic address - (rights description) Contact center (description of rights) Consignment Consignment services Collection Tasks - RIGHTS Assets Asset plans Depreciation presets Assets categories Book of assets Assets movements Asset stocktaking Old assets Book of assets (rights description) Premises and process records (rights description) Depreciation presets (rights description) Asset plans (rights description) Assets categories (rights description) Configuration (rights description) Warehouse Warehouses (rights description) Transfer notes (rights description) Closing documents (rights description) Stocktakings (rights description) Mobile terminals Queue Single customs declaration SCD - Direct import - (rights description) SCD - Bonded stock - (rights description) SCD - Direct export - (rights description) SCD - Realisation (rights description) SCD - Transit (rights description) SCD - Simplified income - (rights description) SCD - Simplified release - (rights description) SCD parameters (rights description) Customs rates - (rights definition) Transport Vehicles (rights description) Delivery orders (rights description) Vehicle Op. Records (rights description) Driver's report book (rights description) Driver's Trip Tickets (rights description) Road tax records Production Routings Operations Resources Job Cards (rights description) Production orders Production planning (right description) Calendars Bank and Cash register Bank - code lists Bank statements (rights description) Banker's orders (rights description) Cash Vouchers (rights description) Open item account Reminders Items of payment document Customer rating services Discount EET Financial management Accounting Account assignment (rights description) Accounting Journal (rights description) Chart of Accounts (rights description) General ledger (rights description) Posting keys (rights description) Matching symbols - (rights description) Headers of economic analysis - (rights description) Lines of economic analysis - (rights description) Calculation of economic analyses - (rights description) Ledgers (rights description) VAT documents (rights description) Internal documents Road tax Adjusting entries to receivables Workflow Procedures (rights description) Processes (rights description) Type dictionary (rights description) Products (rights description) Groups (rights description) Organizational structure Organizational structure Organizational units Occupied employees Job positions Job-seekers Required qualifications Others General (rights description) Intrastat - RIGHTS Wages - default module Evaluation and analytical services Analytical evaluation OLAP views (rights description) Special (rights description) Aggregation - mathematical functions Web and e-shops Web and e-shops Texts Modules Registration Category Menu Text pages Banners Subscriptions and payments Purch. orders Articles Templates for email Actions for emails Administration Reports over users Statement of Rights Right Statement - User/Group User groups Held records Changes Clear cache Initialization of versions Export and import of data Code Lists Periods States Currency External documents Article brand Language supplements Language supplements - 1st page SKP code list Colors Fonts Initial states Parameters Client parameters 1st - General 3 - Evaluation 4 - Other Settings for pre-filling tax numbers of the Suppl./Cust. card. User parameters General (Page 1) User Parameters - Language Purchase and Sale (2nd Page) Accounting (Page 3) Marketing (4th page) Environment (5th Page) Another options Personnel and wages data Default group Deletion of parameters for client Parameters Client parameters 1st - General 3 - Evaluation 4 - Other Settings for pre-filling tax numbers of the Suppl./Cust. card. User parameters General (Page 1) User Parameters - Language Purchase and Sale (2nd Page) Accounting (Page 3) Marketing (4th page) Environment (5th Page) Another options Personnel and wages data Default group Deletion of parameters for client Recalculation Stock recalculation Recalculation of daily balances on warehouses Invoicing calculation Turnover recalculation Recalculation of a customs warehouse Error logs Consistency Blocking of periods System Administration of Books Licence administration Administration of clients Clients - 2nd page Administration of own companies Own companies tab Rounding Split code lists tab Sharing in groups tab Assigning records to/from own company Own companies in different currencies Differences in installation files Distribution of code lists Evaluation of own companies with different currencies Settings for working with VAT Differences in Slovak K2 Letter post Finance Road tax Balance sheet and income statement Intrastat Addition of company data (Ares) VIES Others Task scheduler Standard action Finance Marketing Workflow Administration of objects Set Internet connection Reinstallation manager Modules Application statistics Administration of application statistics Browser of outgoing statistics Browser of local statistics Not used scripts and records Transfer of customization Export customizations to file Import customizations from file Partial K2 update Replacement of units in scripts Fulltext keys setting Reinstallation Scripts, reports Scripts, reports - 1st page Functions in Reports book Reports over administrator Changes in the Document Report of Errors Report of Current Error Messages Alphabetical List of Rights Technical documentation Guide for transition Pre-installation preparation Minimum version to transition Preparation of fields with the price in the currency Reinstallation instructions Standard document reports and the BusinessRegister parameter Exchange rate import Module process steps Customization changes Change in scripts and reports Ancestor property of data modules TDx_Pozn Object designer Changes in the section Payment gateways in the e-shop List of changes to this document Duplicate connected document modules on TD_Baz Canceled the Sales and Purchase Book Codes field Change the default value of the COMPANYCURRENCY parameter Article - change of Brand field (for eshop) Exclusion of reports from the standard K2 API - services K2 Introduction Installation and basic settings Prerequisites Recommended deployment for accessing API from the Internet: K2 installation The most common problems with API installation and configuration Structure of URL address Web services Data service The list of the data object records Detail of the specific data object Creating the new record Change of the existing record META service The list of the available data objects published for the API The detailed structure of the specific data module Formation service The list of the available scripts and reports Running script or report without specifying data Running the script when specifying the data Running the script with HTML result Running the script or report and download output file Treatment errors when working with web services Example of calling of the special script Authentication of K2 API requests Examples Advanced API configuration Set the request size limit, or the maximum length of the URL address "Binding" configuration K2 Payment terminal K2 payment terminal via TCP/IP Supported devices Settings Script Logging K2 Installer Introduction K2 Installer User registration for FTP infoservice Installer description The user interface Other installations Settings Help Localization Use Starting the installer What to do in case of problems? Available installations K2 IS installations Description Software requirements New installation Taking over the existing K2 Local installation Principle of local installation Solving known problems K2 update service Installation of update service Principle of local installation update K2 remote management of local installations K2 Update Service distribution and Local Installation using domain group policy (GPO) Target computers settings Installation of update service K2 Application server Description Software requirements Installation K2 Application server 64 bit Description Software requirements Installation K2 4WEB Description Web K2 Description K2 web services server Description K2 callcenter Description Software requirements Asterisk server service Description Software requirements K2 Outlook server plug-in module K2 Outlook client plug-in module Description Software requirements K2 E-shop Description Software requirements Installation K2 E-shop, company websites Description Software requirements Installation Extensibility with additional installations Requirements for installation package Implementing into the K2 installer Deployment of eshop on IIS K2 K2 Application server Description Software requirements Installation IIS Installation K2 installation PHP Installation K2 E-shop Description Software requirements Installation Pictures for Eshop Reinstallation of K2 gaia Introduction Dictionary of terms Create a test environment for reinstallation Reinstallation procedure Scheme Colors and shapes of blocks in the scheme Use of the scheme Individual steps of reinstallation Decision making: Is the executable K2 available? Log off all users Backup all databases Reinstall manager - preparing to reinstall Perform pre-installation preparation Perform required initializations in clients where they are missing Backup all databases 2 Decision making: The databases are identical to the installed K2 version Decision making: Are there database backups? Restore databases from a backup Check disk space (C, installation, database) Start the reinstallation Decision making: Is there an original K2? Decision making: Is there a record in the K2 installer? Remove an existing K2 installation Decision making: Removal OK? Install the new version files SQL conversion Required initialization part 1/2 Decision making: Was there an original K2 exe? Data import Required initialization part 2/2 Import license News in version News K2 gaia.10 Basic Function Changing the behavior of the F5 key in line editing My Office Workflow Sort comments in the Own pending steps book Bulk insertion of attachments in the book Own pending steps Contracts New bulk action Update contract attribute set Finance Bank Statement Items - Bulk Name Change Accounting Canceled the checkbox "SD taxpayer change in the month of removal" on the vehicle card Assets Property tax – EPO document and adjustments in the parameters for return Change in coefficients for property tax Inventory card report in new asset - added Overview of asset price increases and changes Account assignment of accounting documents report - new parameter for displaying the inventory number of asset Payroll Do not report insufficient entitlement to regular leave Administrator Management of scheduled tasks - bulk disable/enable tasks, quick start and delete active task News K2 gaia.09 Universal Forms F9 display of scripts and reports at the level of all custom companies New bulk change - Add attachements Marketing Logobox - web service for downloading company logos Sale/Purchase Books Sales items and Purchase items (rights handeling) Logistics Handling of requirements - Create POs - Remove items after ordering Handling of requirements - the Clear for all button Finance Pairing of card payments using cash receipts with HB script - bank statement New Cash register report (InventoryToDate.AM) Accounting Changes in road tax Assets Parameters for further user sorting have been added to the Asset statement and Asset statement-Basic reports Adding a Description to function the Change Asset Codes Payroll Probable average earnings Web and e-shop General settings of web, e-shop - option Clear URL with immersion Field Translation function (Ctrl+F11) can be started from the ribbon Recalculation of article for the e-shop - control within the company and legislation Administrator Script - Example for confirming / undo the confirming a warehouse document User roles - Add, remove and delete rights in bulk Web K2 Web K2 - option to send a notification via the right mouse button News K2 gaia.08 Marketing Clients's parameters - new parameter to replace partner and delivery addressee in offers Sale/Purchase Right to Change the bank account, bank code and IBAN on the purchase documents Sale of article at the store (work with advances) Rounding in Payment method Logistics OLAP - The Stock card cube - Limit for loading detailed data Production Work in progress for sales order item Finance Import Exchange Rate - Monthly exchange rate Configuration of bulk payments in the HB function - bank statement Setting reliability of VAT payer Credit notes – parameter for the current record Matching bulk payments from GoPay and GlobalPayments Payment order in foreign currency Bank Order Report - Parameter for displaying Iban and Swift for bank order items Management reports OLAP - Change of parameter the EA Lines statement change Accounting Economic analyzes - new ActualMulticompanyBook parameter Parameter for choosing the path to the underlying image in the Balance Sheet Assets New report Statement of assets - basic Payroll Entry into employment report - parameters settings Overview of health insurance payments - export Bills of exchange - new parameter Web and e-shop Limit for cash payments in e-shop Administrator Parameter for export to Excel Transfer of fragment modifications Display of local installation update Web K2 GPS location News K2 gaia.07 My Office Notification Check in Notification settings Sale/Purchase Supplier price lists - copying items Production Preseting of the Reservation and Release flags on job card items Manufacturing routings - Copy routing variant - changes Canceling of job card schedule - SQL query Coverage status on items Finance Cash discount - filling rates to cash discount documents Days of delay to date in the book Open item to date Function to Rest payments of invoices in the document currency paid Functions for automatic document pairing in the HB script - bank statement (HB_Statement.pas) Assets Asset Conversion Extension - Conversion of code changes (4th page) after the conversion date Asset Conversion Extension - Added a new Keep Internal Asset Card Numbers option Payroll Minimum / guaranteed wage check Confirmation from the employer of the other taxpayer Payroll components - form modification Administrator Contextual line actions Table settings in fragments License usage monitoring Web K2 Notification display in web K2 News K2 gaia.06 My Office Workflow Procedures - node copy Sale/Purchase Stock recalculation updates the TimeStamp field on items Finance Check modulo 11 when entering a bank account on documents BS - bank statement - parameter for loading only unmatched items Accounting New field Accounting document on Posting tab Assets Script extension Link a document item to an asset card Payroll Taxable income confirmation - new parameter Prolonged leave - adjustments Earning record - employer's payments Annex to the Execution Order, Resolution - new parameter Taxpayer 's declaration - adjustments Overlap of income and excluded time Leave reports - new parameter Bills of exchange - adjustments Calculated data - leave Assigning in wage calculation Web and e-shop Advance RN for pairing payment gateway transactions Administrator New parameter K2.ini News K2 gaia.05 Basic Function Working with comments in bulk Basic Code Lists and Supporting Modules K2 New parametric columns for el. addresses and batch parameters Communication Settings for downloading messages from data boxes Sale/Purchase EKOKOM - Book Split of packaging into items Production Inverse BOM - key shortcut and display options Attaching job cards to production order in bulk Finance Invoice offset and Corrective Tax Documents when creating Corrective Tax Documents Homebanking - new options when exporting a bank order HB - Grouping of bank order items Accounting OSS - Creation of an Internal Document for a domestic VAT return Posting keys – new parameter DISCOUNT for Amount Correction of penny balances of matching symbols Balance sheet checks Self-assessment of VAT according to the company's own document One Stop Shop - VAT Return Assets New report Asset history statement Payroll Family member - age Taxpayer Statement - new parameter Electronic submissions - certificate validity Injury book - adjustments Administrator New contract rights News K2 gaia.04 Basic Function Parametric field for the last comment on document My Office Workflow New products types Marketing Bulk change over Partners and Contact Persons - Change of items Communication Settings for downloading messages from data boxes Sale/Purchase Allocation of incidental costs - article breakdown items Not displaying batches from other own companies in documents Edit VAT field in Other receivables Sales Books - New Fields for One Stop Shop Price lists - new Catalog field EKOKOM - log display New QR code parameter in reports Acceptance code in ORDRSP message (EDI) Logistics Parameter Do not check stock records settings on article card replaced by new user right Script Create consignments - processing the current document Production Routings - Check for loops Costings - Update prices according to costings Recalculation of products - Do not insert price into the article card The Remaining time according to quantity for job cards deleted Finance Financial Management - show documents without bank account Financial Management - display of income / expenses and initial balances of bank accounts and cash registers Financial management - display in selected currency Bank accounts - Overdraft field Financial management - Change payment details bulk action Financial Management - the Settled and Settled C fields have been added Bank order from financial management book Methodology for transferring a paid advance to another company Display filter for unpaired bank statement items Change of period blocking settings for bank orders and reminders Bank order report (BPR_DOK02.AM) - parameters for displaying the company name Cash vouchers - adjustments to a document item Management reports Dashboard export to PDF Accounting Automatic confirmation of internal documents Intrastat Assets New function in Assets - Cancel code change Payroll Duplicate personal number in Human Resources Payroll calendar - schedule display Information card of employer - adjustment User setting of wage constants - Not assign Attachement to benefit application - unpaid leave - new group of wage components Payroll sheet - new parameter Payroll data - calculation options Modification of wage components code list Occupied worker - Cost center Web and e-shop Sitemap DMS Import to DMS Administrator K2 Partial Updates Web K2 Device connector News K2 gaia.03 Basic Function Filtering in the view application Basic Code Lists and Supporting Modules K2 Analytical axes - extension of evaluation by asset movements Communication Possibility to set internet calendars Sale/Purchase Advances provided - added option to change external number Books of Sales - Added Bank Account field Price lists - news Logistics New Dead stock module Posting of a travel order - the Customer axis is not transmitted Creating consignments - Balíkobot - manipulation units Production Routings - copy items from other routings - new key shortcut Projects Logical checks on the following of stages / activities Stages/activities - predecessors, successors Finance New right Finance/Financial management/Change of planned payments on the document in the blocked period HB-bank statement - added parameter to check the External references field Icon indicating that all bank statement items are paired Methodology for card payments made by internal documents New parametrs of HB function - bank statement Bulk payment configuration Management reports Dynamic filter options from elements Data source for a simple graph PivotTable by table columns Export the PivotTable to the dashboard Accounting Update of other liability / receivable during repeated confirmation of the VAT document Posting keys – new parameter for Matching symbol on payment documents Asset Movements in Not posted book Intrastat Intrastat field outside the EU on the Customers/Suppliers tab Assets Extension of accounting depreciation of tangible assets after technical improvement New Asset Card Assignment function Open the assigned documents on the asset card Creating an asset card from release card - adding a serial number Inventory of assets on the mobile terminal Payroll REEWI - update of unfinished Confirmation of employment - adjustments Organizational structure - a new parameter in reports Attachement to the application for the benefit - unpaid leave The process of calculating the presumed entitlement to leave - new report Check for the end of the probation period Confirmation of employment - a new parameter Tax payer statement, Request for annual tax settlement - new parameter Adjustment of Claim Calculation button behavior Web and e-shop Alza dropshipment Administrator File module extensions Quick filter extension in scheduled tasks Web K2 Established functions for Web K2 News K2 gaia.02 Basic Code Lists and Supporting Modules K2 ARES - adding of bank accounts Marketing Synchronization of emails to activities in K2 Contact center Sale/Purchase Change for EKOKOM Pricelists - A new field Only for multiple of amount Check box Create reminders Logistics Article coverage data according to own companies Production Inverse BOM Production scheduling - adjustments Finance Set - off (OffsetN.pas) - print language Creating reminders Financial management - displaying documents from the current date Management reports Fiscal year Payroll Hours of absence on the first and last day Administrator Logging K2 to a specific file size "Preventive restart" parameter for AS Notifications - Bank Login (API) AS memory limit parameter Deletion of the DEMO and INIT client Administration of own companies - Finance settings News K2 gaia.01 Basic Function Record comparator Basic Code Lists and Supporting Modules K2 Articles - change of the Brand field (for eshop) Analytical axis configuration - option to set the default display Article - other fields divided into own companies Maintenance New module for Service and Maintenance Sale/Purchase List of non-deducted advances on the date (ADV_LIST02.AM) - new AllBook parameter for displaying documents from all books Recalculation of prices Sales order - Confirmed for and Dispatch date Displaying superior comments on purchase and sales documents Purchase Order - Purchase Order date and 1st delivery confirmation Production Dispatcher and Scheduler settings New module of Production costings Change of the field length - Routing variant abbreviation Attachments to routing and job card operations Projects Stages / activities - confirmation, undo the confirmation Projects - numbering of stages / activities Projects - confirmation / undo the confirmation according to the continuing Projects - reports - new parameter Division of code lists Change of source on the work report Finance The Banking API Payment documents - switching the book to another own company while creating the document New fields on Bank Statements, Bank Orders, Cash Documents, Internal Documents and Reminders Financial management - calculation of the Due date for orders and sales orders Validation of the Abbreviation field in books with EET Evaluation and Analysis Services Article axes and Customer without sort level User name for the Code 1 and Code 2 axes Assets New module Assets Changes of Books of Assets Changes of Depreciation Plans Changes of Depreciation presets Changes of SCP code list New code list Asset location Changes of Asset register Functions changes in Assets module Changes to bulk actions on asset cards New book Assets Location New function Conversion of assets Renaming of the original Assets module Web and e-shop Search (Elasticsearch) Virtual categories Brands Changes in the Payment Gateways section of the e-shop ComGate payment gateway integration Product ratings and questions Script EshopCron.PAS Administrator New system of rights settings New rights in the Assets module Use new asset Change the default value of the COMPANYCURRENCY parameter New module of Loyalty programe Web K2 Column filter Line editing and coloring Tree structure Connection recovery - mobile devices Two-factor verification Calender