Where can I find an invoice that I issued?
All issued invoices remain in Invoicing, in the Issued Documents section. You can filter by date, customer, series, or number. Open the invoice for preview, download, sending, or checking collection.
How do I keep notifications that still need attention visible?
After resolving a notification, you can dismiss it to keep only messages that still need attention in the list. Clear all dismisses all eligible notifications without changing the documents they refer to. Notifications for operations still active remain until those operations finish.
- 1 Check notifications for documents, orders and operations that need attention.
- 2 Resolve the issue on the page indicated by the notification.
- 3 Close resolved notifications to keep the work list relevant.
How do I activate Fluxe notifications on a phone or computer?
In My account → Notifications, enable alerts for the selected business and accept device permission. Use Send test to check and repeat activation on each device you want. On iPhone and iPad, first add Fluxe to the home screen and open the installed app. Disabling stops only the current business’s alerts on that device without affecting other businesses.
Where does a notification lead me?
Click a notification to open the exact place that generated it: the invoice or document, SPV messages, account security, note, WooCommerce order or product. General alerts open the appropriate application's main page.
How do I review recent account activity?
Open Calendar in Day mode and select the date you want. Below the day’s documents, find Account activity, with that date’s sign-ins at the end. Export Excel downloads the selected day’s activity as an XLSX file, with the business name and tax ID in the header.
How do I update my account and company details?
Deschide meniul contului din partea de jos a barei laterale, apoi Firma mea. În Legislație și Asistent AI, meniul contului este în antet. În Date cont actualizezi numele complet, emailul și telefonul principal, apoi apeși Salvează datele personale. Dacă schimbi emailul, confirmă noua adresă din mesajul primit. Datele fiscale și preferințele firmei se salvează separat prin Salvează compania; logo-ul, telefoanele companiei și conturile bancare au propriile acțiuni de salvare. Contabilul își modifică propriile date din Date personale, separat de firma pe care o reprezintă. On iPhone and iPad, open Account → My account → Personal details. On Android, open My company → Account details from Account; if Personal details appears separately in Account, use that entry for your profile. Update Full name, Email and Main phone for the signed-in person. On iPhone and iPad, choose Save; on Android, choose Save personal details. Check the confirmation message before leaving. If you change your email address, choose Sign in, sign in with the new address and enter the code received by email. When leaving, Cancel keeps you in the form. Discard on iPhone and iPad or Discard changes on Android removes unsaved changes. On Android and computers, company tax details and contacts are edited separately in My company.
How do I upload the company logo and open the risk analysis?
In My account → My company, keep the logo used on your documents and consult Risk assessment for the company's public financial information. Check the logo before saving and the data year before using the analysis.
- 1 Open My company for your company's details and logo.
- 2 Check the uploaded logo before saving it for your company's documents.
- 3 In Risk Analysis, click Risk Assessment for the company's tax ID.
How do I save the company's bank accounts?
In My account → My company, keep the IBANs used in documents. When no account has been saved yet, Fluxe can suggest the account holder's IBAN from a bank statement or the issuer's IBAN from an invoice issued by your company. Verify that it belongs to the company and confirm with Add this IBAN; counterparty accounts from transactions are not suggested. If you already have saved accounts, the company IBAN extracted from the document must match one of them; otherwise, the document remains available for review. To enter an account manually, choose Add IBAN and Save IBAN in the form; the currency is required. Enable On invoice only for accounts that should be shared with customers. Open an account in the list for details, then choose Edit or Delete. Check the IBAN and confirm deletion only if it should no longer be used. These changes are saved separately from the rest of the company details.
How do I save company phone numbers?
In My account → My company, under Company phone numbers, choose Add number. Enter the department and phone number, for example Sales and 0722 111 222, then select Save number. Enable On invoice only if that contact should be shared with customers. Contacts are saved separately from tax details, without selecting Save company. Open a contact in the list for details, then choose Edit to make corrections or Delete and confirm the number before removal. You can keep up to 12 contacts. If a number is already in use, check the existing list and update the relevant contact; a number linked to another account cannot be reused.
How do I enter amounts with automatic separators and choose decimal places?
ADD mode automatically places the decimal separator in amount fields: with 2 decimal places, type 123456 to obtain 1.234,56. To replace an existing amount, select it in full before typing. You can also paste a complete amount, such as 1.234,56 or 1,234.56; verify the displayed value. In My Account → My Company, under Decimal places for amounts, choose between 0 and 4 decimal places; the default is 2. The preview immediately shows the result: 1.234.567,89 with 2 decimal places and 1.234.567,8910 with 4 decimal places. Select Save Company to keep the company’s choice. Amounts extracted automatically from documents are normalized in Fluxe and displayed with the number of decimal places selected for the active company; unit prices retain the precision needed for calculation. Quantities, percentages, and exchange rates are entered separately. Documents, tax reports, and submissions to SPV or connected stores retain the precision and rounding required for each operation. Verify the document totals before issuing or submitting it.
Why don't I see the fields for VAT?
Own VAT fields are hidden when the current company is non-VAT registered or when the document type does not use them. Received documents retain the issuer's VAT and display it for verification when present.
How do I keep changes made in a form?
Save the form after checking the data to keep your changes. If you cancel or close without saving, the new information is not retained. Opening a preview does not change the document.
How does an invoice reach Accounting?
An issued invoice is automatically available for the relevant reports. A received invoice must be uploaded and confirmed. Accounting uses confirmed data, and uncertain information remains flagged until you verify it.
Can I recover a deleted file?
Yes, if the file is still in Trash. Open Archive, enter Trash, select the item and use Restore. Permanent deletion removes this option, so read the confirmation carefully.
What do I do if a document was not recognized correctly?
Open the document from the checklist, compare each field with the original file, and correct only the incorrect information. Confirm the document after the date, partner, totals, and taxes are correct.
How do I identify a file by its name?
After extraction, an accounting document's name includes the supplier, total with currency and issue date so you can identify it without opening it: Supplier - amount and currency - issue date. The original extension is kept. Bank statements and loan-for-use agreements retain names specific to their document type.
What does Demo in Hub mean?
With active Billing or Professional, explore higher-plan applications indefinitely using fictitious data. Attempting a change shows the required plan. Applications included in your plan continue using company data. Try free appears only for eligible card-paid plans, with automatic payment accepted before activation.
What is the difference between a draft and an issued document?
The draft can be modified and does not yet have the final fiscal number. The issued document has passed final confirmation, has a series and number, and remains on record. For corrections after issuance, use the appropriate correction workflow.
How do I record a partial payment?
Open the issued invoice and choose Record payment. The Amount field contains the current remaining balance; enter a smaller value and check Balance due before confirming. For a transfer covering multiple invoices, select the invoices of the same customer and enter the total amount received.
Why does the confirmed document no longer appear for verification?
The checklist contains only documents in progress or requiring attention. After confirmation, the document moves to the moderation history and its final category.
How do I quickly find an old document?
Use search and filters in the appropriate application: number or customer in Billing, category and date in Documents, period in Calendar, or folders and archives in Archive.
Why doesn't a value appear in an accounting report?
Check whether the document was confirmed, its date is in the selected period and the report filter includes it. The period follows document date; uploading later does not move it to the import month. A payment order does not add the invoice amount to purchases again. An unchecked suggestion is not presented as a final amount. Before accounting registration, check currency and company CUI on the source; the configured VIES number is accepted separately from the national CUI.
What does a reconciliation suggestion mean?
This is a matching proposal between a transaction and a document. Verify the amount, date, and partner before confirmation. Rejecting keeps the transaction available for a better match.
Why doesn't a synchronization fetch new information?
Check the connection status, the chosen period, and the time of the last synchronization. There might be no new changes or access may require reconfirmation. Read the displayed result before repeating the action.
Does a synchronized order automatically issue the invoice?
This depends on the integration and store settings. In WooCommerce, you can enable a pro forma invoice when an order is placed, an invoice after payment is confirmed, and a credit note for refunded items. Check the numbering series and conditions before enabling this. A draft prepared from an order remains unissued until you confirm issuance.
What do I do if an update result is unclear?
Do not repeat the operation immediately. Refresh the page or synchronization status and check if the change has already been applied. If the status remains unclear, open a ticket and describe the action and the time you performed it.
What information should I not send in a ticket?
Do not send passwords, authentication codes, full card details, or other secrets. Attach only the information necessary to understand the issue and hide personal data unrelated to the request.
How do I choose where to receive Fluxe notifications?
În Contul meu → Notificări, caută aplicația sau tipul de notificare. Activează Email, Push în browser și În cont în combinația dorită, apoi alege Salvează preferințele. Dacă oprești toate cele trei canale, nu mai primești notificări noi de acel tip. În Copii ale notificărilor prin email poți adăuga cel mult 10 adrese CC și 10 adrese BCC, separate prin virgulă, punct și virgulă sau rând nou. CC este vizibil destinatarilor, iar BCC rămâne ascuns. Dacă aceeași adresă apare în ambele liste, primește o singură copie BCC. Verifică adresele înainte de salvare: aceste persoane primesc conținutul notificărilor tale activate pe email, fără să primească acces în cont. Golește un câmp și salvează pentru a opri copiile respective. Emailurile de acces și invitațiile nu se copiază. Pentru push, activează și dispozitivul și acceptă permisiunea browserului. Alegerea canalelor se aplică tuturor dispozitivelor tale; activarea dispozitivului se face separat pe fiecare telefon sau computer. Confirmarea adresei și resetarea parolei rămân prin email, pentru accesul și recuperarea contului. Adresa CC implicită pentru facturi rămâne o setare separată pentru facturile trimise manual.
How do I protect my account from the Security page?
In My account → Security, request an email code at every new sign-in, enable two-factor authentication and update your password. Email confirmation works alone or with 2FA. Together, enter password, authenticator-app code and then the emailed code. Keep access to your email and 2FA recovery codes in a safe place.
- 1 Check the protection level and the Email and 2FA statuses in the summary.
- 2 For email codes, open Email confirmation at sign-in, enter Current password and choose Enable email confirmation. Enter the received code and choose Confirm activation. Protection becomes active only after confirmation. To disable, confirm password and an emailed code again.
- 3 At sign-in, enter the 6-digit code on the Emailed code page. The code is valid for 10 minutes and can be used once. After 60 seconds, Resend code becomes available; a new email is sent only when choosing this action. Always use the latest received code.
- 4 Choose Enable 2FA. To scan more easily, enlarge the QR code by clicking it. If you are using the same phone, copy the manual key into the authenticator app. Continue by confirming the code and save the recovery codes in a safe place.
- 5 Update the password in the Password section; for recommendations, open the (i) button in the section header.
- 6 Cannot find the code? Check spam and the displayed address, then request a new code when available. After five incorrect codes, wait one minute and request another. If you receive a code without trying to sign in, share it with no one: open Fluxe manually, check the browser address and change your password. Fluxe does not ask for passwords or codes by phone or support tickets.
How do I replace my temporary password at first sign-in?
Sign in with your account’s email address and the password you received. If two-factor authentication is enabled, first confirm the authentication code. On Change your temporary password, complete Temporary password, choose a different New personal password and repeat it in Confirm the new password. Choose Save password and continue. The old password can no longer be used. If asked, verify your email address before opening the apps. Do not send your personal password through tickets or messages.
How do I reset my password?
In Forgot password?, enter your account's email address and request a reset link. Follow the instructions sent by email. If you have made several requests in a short time, wait before trying again.
Why am I asked again to confirm an action?
Additional confirmations protect actions that issue, delete, send, or modify important information. Read the object and outcome of the action before proceeding.
How do I permanently delete my account?
First export the invoices and documents your company must retain. In My account → Security, open the deletion process and review the data to be removed and the effect on your subscription before completing the four confirmation steps. Account deletion is permanent.
How do I return to the main application?
Use the Hub icon in the top bar or the applications menu. In Archive, opening from the application icon starts from the main space, while ordinary return navigation may preserve the last folder used.
How do I enable light mode?
Open My account → Personalization and select Light mode under Display mode. The choice takes effect immediately and is saved automatically for all applications.
- 1 Open My Account → Personalization.
- 2 Under Display mode, choose Light mode.
- 3 Continue working in your chosen application with your selected display mode.