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The JPK_WB file includes two main sections:

• Salda: opening and closing balance of the statement

• WyciagWiersz: detailed lines (records) of the bank statement

To generate the Poland JPK_WB XML file:

1. Go to Reports > Poland SAF-T

2. Click the Generate JPK_WB link.

3. Select the subsidiary (The defaut selection is the user’s subsidiary).

4. Select the Date From and Date To fields.

5. Review the Entity Information, Subsidiary Details and Warehouse details. The user can change the field values if necessary.

6. Click Generate JPK_WB.

7. The user will be redirected to the Poland JPK_WB Record.

Poland JPK_WB Record

The Poland JPK_WB record keeps track of the status of the report generation and let’s the user access the generated XML file.

1. Click the ”Refresh” button to check if the status field to see if the report generation is ”Completed”.

2. Click the ”Preview Report WyciagWiersz” button to review the detailed report.

3. Click the XML file buttons.

   • Preview [XML File Name] – Allows the user to view the generated XML file.

   • Download -  Download and save a copy o the XML file to your computer.

   • Edit - Manually update the XML file before downloading a copy of it.