Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.
Supporting documents
- Prepare invoices, receipts, statements and other evidence of receipts and payments.
Completing and checking data
- Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication.
- Check the date, direction, currency, amount and document for every transaction. For actual cash, use ‘Add cash transaction’ and ensure the movement is not already recorded.
- Separate business income and expenses from capital contributions, loans and transfers between own accounts. Check deductibility against documents before the annual computation.
- Continue to the related records and compare dates and values. For corrections, retain the document and check previously confirmed effects separately.
The transaction can be traced to its document and result in the related records.
Official sources for this activity
Checked on 10 September 2026. Apply the rules for the period and the company's legal form.
Related resources
Practical example
With single-entry bookkeeping, you have a RON 500 invoice and a RON 300 receipt in September. Check the actual movement and its date, then the unpaid amount. A RON 200 transfer between your own accounts does not automatically become business income.
Frequently asked questions and solutions
The transaction has incorrect details or values.
Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation.
I see two operations with the same amount. Can I remove one?
Compare each entry’s source document, date, direction and purpose. Two equal amounts may represent distinct operations or a correction. Open the source and check links before cancelling or removing anything.