﻿{"id":50572,"date":"2026-04-27T14:42:16","date_gmt":"2026-04-27T14:42:16","guid":{"rendered":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/?post_type=ht_kb&#038;p=50572"},"modified":"2026-04-27T14:42:16","modified_gmt":"2026-04-27T14:42:16","slug":"jak-otworzyc-zamkniety-miesiac-u-klienta-korzystajacego-z-comarch-betterfly","status":"publish","type":"ht_kb","link":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/dokumentacja\/jak-otworzyc-zamkniety-miesiac-u-klienta-korzystajacego-z-comarch-betterfly\/","title":{"rendered":"Jak otworzy\u0107 zamkni\u0119ty miesi\u0105c u Klienta korzystaj\u0105cego z Comarch Betterfly ?"},"content":{"rendered":"<p>Zmiana statusu miesi\u0105ca u Klienta biura rachunkowego mo\u017cliwa jest z poziomu listy kontrahent\u00f3w w bazie firmowej biura rachunkowego lub bezpo\u015brednio w firmie Klienta przechodz\u0105c\u00a0 menu <em>Rejestr VAT \/ Status miesi\u0105ca.<\/em><\/p>\n<p><em><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-53077 size-full\" src=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2026\/wp-content\/uploads\/2026\/04\/Zrzut-ekranu-2026-04-27-163955.png\" alt=\"\" width=\"700\" height=\"469\" srcset=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-content\/uploads\/2026\/04\/Zrzut-ekranu-2026-04-27-163955.png 700w, https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-content\/uploads\/2026\/04\/Zrzut-ekranu-2026-04-27-163955-300x201.png 300w, https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-content\/uploads\/2026\/04\/Zrzut-ekranu-2026-04-27-163955-50x34.png 50w, https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-content\/uploads\/2026\/04\/Zrzut-ekranu-2026-04-27-163955-600x402.png 600w, https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-content\/uploads\/2026\/04\/Zrzut-ekranu-2026-04-27-163955-320x214.png 320w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/em><\/p>\n<p>W momencie zmiany statusu miesi\u0105ca na\u00a0<em>Otwarty<\/em> informacja jest automatycznie przesy\u0142ana do Klienta. Paczka zawieraj\u0105ca t\u0105 informacj\u0119, widoczna jest w <em>Rejestr VAT\/ Historia wymiany<\/em> zak\u0142adka Wys\u0142ane. Nale\u017cy zweryfikowa\u0107 <a href=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2026\/dokumentacja\/skrzynka-iwd\/\">status<\/a> paczki.<\/p>\n<section class=\"msp-alert-box msp-alert-tip\"><div class=\"msp-alert-icon\"><svg width=\"16\" height=\"16\" class=\"kb-icon kb-icon--check\" aria-hidden=\"true\" focusable=\"false\" viewBox=\"0 0 32 32\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n    <path d=\"M16 2.795c7.281 0 13.205 5.922 13.205 13.204 0 7.281-5.924 13.206-13.205 13.206S2.795 23.28 2.795 16C2.795 8.717 8.719 2.795 16 2.795zm0 2c-6.179 0-11.205 5.026-11.205 11.204 0 6.178 5.026 11.206 11.205 11.206S27.205 22.177 27.205 16 22.18 4.795 16 4.795zm4.905 6.82c.496.402.572 1.129.171 1.624l-5.386 6.975a1.154 1.154 0 0 1-1.848-.073l-2.93-2.886a1.154 1.154 0 1 1 1.818-1.42l1.946 1.914 4.606-5.963a1.154 1.154 0 0 1 1.623-.17z\" fill=\"currentColor\" fill-rule=\"evenodd\"\/>\r\n<\/svg>\r\n<\/div><div class=\"msp-alert-body\"><div class=\"msp-alert-title\">Wskaz\u00f3wka<\/div><div class=\"msp-alert-content\">Dane wys\u0142ane przez Biuro Rachunkowe s\u0105\u00a0automatycznie pobierane\u00a0przez aplikacj\u0119 Comarch Betterfly co p\u00f3\u0142 godziny.<br \/>\nKlient w aplikacji Comarch Betterfly dodatkowo mo\u017ce tak\u017ce skorzysta\u0107 z <a href=\"https:\/\/pomoc.comarchbetterfly.pl\/dokumentacja\/panel-podatki-i-oplaty-platnosci-z-biura-rachunkowego-w-programie-comarch-betterfly\/\">opcji od\u015bwie\u017cenia danych<\/a> (ikonka\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16693 size-full\" src=\"https:\/\/pomoc.comarchbetterfly.pl\/wp-content\/uploads\/ikonka-odswiezenia-przycieta.png\" alt=\"\" width=\"26\" height=\"26\" \/>), kt\u00f3ra pozwala na wczytanie do aplikacji nowych p\u0142atno\u015bci i\/lub nowych kart kontrahent\u00f3w w wybranym przez U\u017cytkownika momencie.<\/div><\/div><\/section>\n<section class=\"msp-alert-box msp-alert-warning\"><div class=\"msp-alert-icon\"><svg width=\"16\" height=\"16\" class=\"kb-icon kb-icon--warn\" aria-hidden=\"true\" focusable=\"false\" viewBox=\"0 0 32 32\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\r\n    <g id=\"[AP]-Iconography\" stroke=\"none\" stroke-width=\"1\" fill=\"none\" fill-rule=\"evenodd\">\r\n        <g id=\"Iconography_sortowanie-po-kategorii\" transform=\"translate(-552.000000, -10695.000000)\" fill=\"currentColor\">\r\n            <g id=\"Group-8\" transform=\"translate(286.000000, 548.000000)\">\r\n                <g id=\"Iconography-Card-\" transform=\"translate(218.000000, 10107.000000)\">\r\n                    <g id=\"0-Icons\/-24-\/-Status-\/-Alert-\/-Outline\" transform=\"translate(48.000000, 40.000000)\">\r\n                        <path d=\"M16.0008333,3.91866667 C16.3568333,3.91866667 16.6875,4.10933333 16.8661667,4.41866667 L29.6608333,26.5813333 C29.8408333,26.8906667 29.8408333,27.272 29.6608333,27.5813333 C29.4821667,27.8906667 29.1528333,28.0813333 28.7955,28.0813333 L3.2035,28.0813333 C2.8475,28.0813333 2.51683333,27.8906667 2.33816667,27.5813333 C2.1595,27.272 2.1595,26.8906667 2.33816667,26.5813333 L15.1328333,4.41866667 C15.3128333,4.10933333 15.6421667,3.91866667 16.0008333,3.91866667 Z M16.0008333,6.91866667 L4.93683333,26.0813333 L27.0635,26.0813333 L16.0008333,6.91866667 Z M15.9993667,21.9445333 C16.7353667,21.9445333 17.3327,22.5418667 17.3327,23.2778667 C17.3327,24.0138667 16.7353667,24.6112 15.9993667,24.6112 C15.2647,24.6112 14.6660333,24.0138667 14.6660333,23.2778667 C14.6660333,22.5418667 15.2647,21.9445333 15.9993667,21.9445333 Z M15.9997667,11.762 C16.7344333,11.762 17.3171,12.3833333 17.2704333,13.118 L16.9464333,19.0366667 C16.9161303,19.4984848 16.566268,19.8666391 16.1212392,19.9297596 L15.9851,19.9393333 C15.4744333,19.9393333 15.0544333,19.542 15.0224333,19.0326667 L14.7291,13.1113333 C14.6851,12.3793333 15.2664333,11.762 15.9997667,11.762 Z\" id=\"Color\"><\/path>\r\n                    <\/g>\r\n                <\/g>\r\n            <\/g>\r\n        <\/g>\r\n    <\/g>\r\n<\/svg><\/div><div class=\"msp-alert-body\"><div class=\"msp-alert-title\">Uwaga<\/div><div class=\"msp-alert-content\">Gdy wyst\u0119puje rozbie\u017cno\u015b\u0107 w statusach miesi\u0119cy w obydwu aplikacjach, w pierwszej kolejno\u015bci nale\u017cy ujednolici\u0107 statusy miesi\u0119cy. Ustawiaj\u0105c w firmie Klienta w Comarch ERP Optima\u00a0 status miesi\u0105ca zgodny ze statusem w aplikacji Comarch Betterfly, np. na \u201cZamkni\u0119ty\u201d. Po tej operacji nale\u017cy od\u015bwie\u017cy\u0107 dane w aplikacji Comarch Betterfly.\u00a0 Nast\u0119pnie nale\u017cy zmieni\u0107 status na w\u0142a\u015bciwy np. na \u201cOtwarty\u201d i ponownie od\u015bwie\u017cy\u0107 dane w Comarch Betterfly.<\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>Zmiana statusu miesi\u0105ca u Klienta biura rachunkowego mo\u017cliwa jest z poziomu listy kontrahent\u00f3w w bazie firmowej biura rachunkowego lub bezpo\u015brednio w firmie Klienta przechodz\u0105c\u00a0 menu Rejestr VAT \/ Status miesi\u0105ca. W momencie zmiany statusu miesi\u0105ca na\u00a0Otwarty informacja jest automatycznie przesy\u0142ana do Klienta. Paczka zawieraj\u0105ca t\u0105 informacj\u0119, widoczna jest w Rejestr VAT\/ Historia wymiany zak\u0142adka Wys\u0142ane. [&hellip;]<\/p>\n","protected":false},"author":19,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_ht_kb_usefulness":0,"_ht_kb_post_views_count":579,"_ht_kb_article_order":0,"_ht_kb_reading_time":1,"footnotes":""},"ht_kb_category":[567],"ht_kb_tag":[],"class_list":["post-50572","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-internetowa-wymiana-dokumentow-faq"],"_links":{"self":[{"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb\/50572","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/comments?post=50572"}],"version-history":[{"count":19,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb\/50572\/revisions"}],"predecessor-version":[{"id":53079,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb\/50572\/revisions\/53079"}],"wp:attachment":[{"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/media?parent=50572"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb_category?post=50572"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb_tag?post=50572"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}