Operation types: add and edit from the form

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 supporting document and economic classification of the transaction.

Completing and checking data

1. Open “Operation types” for the active company and search for the existing record before adding a new entry.
2. Compare transaction type and its use in the accounting workflow with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then correct only information you can justify in the form. Calculated values and historical links remain available for checking only.
3. Compare the transaction's nature with the document. A payment, purchase and stock movement may have related documents but different accounting effects.
4. Check the form and save the item. Close the form before adding or editing another item.
5. Continue to the page using these details and check the record in the transaction's context, including its effect on reports.
   • Open related records

The reviewed entry was saved without rewriting historical documents.

Official sources for this activity

Checked on 10 September 2026. Apply the rules for the period and the company's legal form.

• Accounting Law No. 82/1991 — supporting documents and accounting registers
• OMFP No. 2.634/2015 — financial and accounting document rules

Related resources

• Accounting app guides
• Preparing and submitting returns to ANAF
• View Fluxe prices and plans

Practical example

A goods receipt and a warehouse transfer have different effects. Check the operation type and direction before applying it. If the name is unclear, compare the supporting document and available workflow before saving.

Frequently asked questions and solutions

Master data is correct, but an older document shows something different.

Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history.

You selected the wrong entry.

Close the form without saving, then select the correct row and choose “Edit row details”.

There are two similar Catalog records. How should I choose?

Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate.