In the Android and iOS apps: organize Home
Keep the reports you consult frequently on Home. Available widgets depend on the company applications and permissions.
- On Home, go to the bottom of the page and choose Add widget. Select a report or Applications from the available list; widgets already added are checked.
- Choose Edit and drag the widget directly to the desired position. To move it step by step, use Move up, Move down, Move left or Move right. The X in the widget corner removes it only from Home; company documents and data are retained, and the widget can be added again.
- Choose Done and wait for saving to finish. If saving fails, use Retry saving. If the layout was changed from another device, choose Reload layout and review the changes before making yours again; reloading replaces your unsaved changes with the layout in your account.
In the Android and iOS apps: view and export reports
- Open a report widget details and check the displayed period before comparing values. About this report explains its indicators and included information.
- Review the chart, values and legend. If the report has multiple series, use the legend to hide or show the series you are comparing. Keep currencies separate; do not add amounts in different currencies.
- The Records section retains the report table with every column of each row. When there are multiple pages, use Previous and Next to review all records; the displayed range shows your position in the list.
- For a copy of the report, choose CSV, Excel or PDF from the available options and wait for the file to be prepared. The export includes the complete table for the report period, rather than just the visible records page. Then use the device options to keep the file.
In the Android and iOS apps: track available tasks
Your tasks appears below Home when activities are available. View Details about your tasks for explanations, and open the activity from a row that offers this option. After an empty list has been checked, the section is hidden; removing widgets does not remove company tasks or documents.
If tasks cannot be checked, use Retry tasks. Wait for loading to finish before deciding there are no activities to complete.
In the browser: the company and Your tasks
În versiunea pentru browser, deschide logo-ul din partea de sus a barei laterale ca să verifici firma activă, abonamentul și data expirării. Dacă există facturi sau proforme neachitate pentru abonament, le găsești în același panou. Din numele tău, în partea de jos a barei laterale, accesezi setările contului și Deconectare.
În versiunea pentru browser, Sarcinile tale apare între aplicații și dashboard numai când firma are activități de finalizat. De aici deschizi documentele care așteaptă moderarea, facturile primite care trebuie plătite curând și facturile emise pentru care trebuie urmărită încasarea. Pentru luna anterioară, încarcă extrasul de cont și documentele justificative de preferat până pe 10 și cel târziu până pe 25; dacă lipsesc, primești remindere în Fluxe și, conform preferințelor tale, pe email în aceste două zile.
In the browser: reports and interpreting values
The dashboard below the application list brings together income, loss, turnover, invoices, valuable customers and invoices issued with today's date. With Billing access, it also includes the Document reports charts: cash flow, document composition, SPV status, stock, sales by product or agent and other available analyses. Annual reports cover 1 January through today. In trend charts, select a period to check exact values; for multiple series, use the legend to hide or show those being compared. From the pop-up, the main action opens the relevant operational module, for example Stock for Stock report and Bills of materials for Bill of materials report.
Top invoiced products shows the top five products or services by invoiced value excluding VAT in RON; Other combines remaining line items with positive values. Select a slice or legend name to see the full amount. More opens the Billing report for the same period, with the complete list, quantities, credit note corrections and export. Each currency has its own chart in the report; currencies are not added together. Product value = sum of (line-item quantity × recorded unit price excluding VAT) on issued invoices − sum of credit note amounts for that product. Product share (%) = positive product value ÷ sum of positive product values in the same currency × 100. Products with zero or negative values remain in the table without chart slices. Invoiced value does not prove payment received.
Revenue = credits − debits in revenue accounts. Expenses = debits − credits in expense accounts. Loss = maximum of 0 and Expenses − Revenue. Turnover = sales of products, goods and services − commercial discounts granted. Values are in RON and use posted accounting entries; native closing entries are excluded. The absence of entries does not mean there was no activity.
Clients are ranked by net invoiced value in RON, after credit notes and excluding advances. Other currencies are not added to RON. In today's activity, Fully covered means that linked and confirmed bank statement amounts cover the invoice total in the same currency; Partially covered means they cover only part of it. Check the allocations before considering an invoice covered; suggestions and cash receipts do not confirm bank coverage.
In the browser: shortcuts and grid customization
Choose Add card to see the report with company data before adding it. The preview has the same size as the report added to the grid. In Shortcuts, choose from 50 actions according to plan and permissions: issue documents and template documents, record receipts and payments, configure recurring documents, upload, scan and convert files. Each shortcut has its own card and opens the selected operation. Review details and confirm in the form to complete the operation.
In Edit grid, drag a card to the desired position. You can also select the card, then click the destination; use arrow keys on the keyboard. From Customisation, in Accessibility, enlarge or reduce text and cards separately for phone and computer. On a phone, cards stay within screen width and grow taller when enlarged text needs more room. Move each shortcut separately, like other cards. Escape cancels the current move. Choose Done when finished.
Removing a card or shortcut only changes the dashboard. Company documents and data are preserved, and you can add the card again. The layout is saved in your account and appears when you sign in on your phone or computer; a suitable version is stored for each available number of columns.
Related resources
Practical example
You check unpaid invoices and unvalidated documents daily. Keep the dashboard cards useful for these checks and arrange them in your working order. Open a card’s list to see the specific documents; check a summary value in the report behind it.
Frequently asked questions and solutions
The card does not show the value I expect. What should I check?
Open the card’s report and compare the company, period and included document statuses. Check the source data before interpreting the difference. Changing a card’s size or position organises the dashboard and does not correct documents.
How do I get from a card total to the documents behind it?
Open the report or list available from the card, then compare the period and document statuses. Use the number and partner to check specific entries. A summary total must be explained by documents included in the report.