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Start and account

• Subscriptions …piry date of the period already paid for is retained. Amount due = (new plan's monthly price − actual monthly amount paid for the current plan) × days remaining ÷ 30. Fractions of a day are calculated to the second; the result is rounded to two decimal places. For an annual subscription, the amount paid is divided by 12 for the monthly equivalent. All compared amounts use the same currency and include the VAT applicable to each item. For example, with 20 days remaining, a subscription paid at 30 lei per month and a…

Security and communication

• Privacy and DPA agreement About account documents Review the terms of service and how data is processed before creating your company's account or accepting a new version. The Terms describe use of the service, the Privacy Policy explains data processing, and the DPA describes the data processing relationship for the company's account. Important! Read the displayed version before confirming. If documents are updated and new acceptance is needed, Fluxe will ask you to confirm the current version. How to view documents Open the Terms or Privac…
• Frequently asked questions …nt 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 custom…

Company activity

• Billing …groups items, and labels and stocks show separately for Fluxe, eMAG, and each connected WooCommerce store. Billing table with filtering, selection and document actions Use filters to find documents and preview to check them without downloading. Selection lets you work with several documents at once. Issued documents with a single full preview popup, close button, and actions for download, print, and document 1. Click the document row → 2. Check the document in the single open popup → 3. Use Download document, Print…
• Documents … same A4 sheet and the same popup framing as in the Invoicing application. Fiscal Receipts category with document preview, information popup, and move to trash action. View the document and related information directly from its category. Check the file without downloading it or move it to Trash after confirmation. Document information panel with signing actions displayed above the history 1. Click (i) on the document → 2. Choose Sign document for self-signing or Request signature for this document → 3. For external…
• Calendar 3 Calendar Calendar Track documents and transactions by day, and check what still needs completing in the selected period. from-rose-500 to-orange-500 admin.apps.show Day, week, month and year views Timeline for documents Upload directly on the selected day Quick signals for SPVs and shortfalls Calendar Calendar groups documents by their dates. In Day mode, find documents at the top, followed by account activity and that day’s sign-ins. In Month mode, documents are grouped by day. View a day's documents and activit…
• Accounting …th the Add Bank Statement popup open over the table and the area for choosing or scanning the document 1. Open the operational table or desired view → 2. Click the Add action next to the table → 3. Choose the type of document issued or upload or scan the source in the popup → 4. Continue the flow without losing its register and filters. Outgoing Documents in RON Table with the Add Outgoing Document popup and the options Invoice, Proforma Invoice, Delivery note, and Recurring Invoice 1. The company opens Outgoing do…
• AI Assistant … date before repeating it. If the result remains unclear, keep the time and message and request a check through Support to avoid duplication. Conversations and actions Requests and confirmations in AI Assistant

Organization

• Tools …the tax regime and the information entered. Legislation 2026 Ask about Romanian legislation and consult the official articles used in the answer. Risk analysis Review a company's annual financial statements, financial indicators and risk signals, with interactive charts. File converters Convert documents to the formats available for each file and download the result. Document templates Prepare contracts, quotations, requests and other documents from templates. Fill in the details and download the document. Document…
• Handwritten signature …rack externally sent or already signed documents in one place. Prepare the document for signing Public page for external signing, with tabs above the document, actions below the document, and rotation at the end of the size slider After PIN verification, review each document and choose the signature position. Set the size and rotation separately for each document. The 'Request external signature' popup with the direct list of documents and delivery via link or email 1. Search for documents by name, number or type →…
• Archive …les, and preview lets you check content without downloading it. Document access remains private. The Archive preview with analysis status as text above labeled actions on desktop and action icons on phone 1. Analysis Status: Pending appears as plain text above the buttons. 2. On a computer, you read the name of each action. 3. On a phone, you only use the action icons: pencil for signing in, person with plus for request, diagonal arrow for opening, and down arrow for downloading. Organise and find files in Archive …

Integrations and support

• Seller Central …r row On mobile, Performance cards appear two per row. Each card keeps the name, value, and period comparison visible. Overview of a WooCommerce order with blue action buttons and neutral secondary controls In all WooCommerce pages, the primary action is blue, secondary actions are neutral with a blue accent, deletion remains red, and restoration is green. The Fluxe editor for adding a WooCommerce order with products, price, VAT, delivery, and summary The Add order action from Orders opens the new editor. Products …
• Customer support …s and attachments in the same conversation. Send and track a support request The main screen of the Customer Support application The status of requests and the action for a new ticket are immediately visible. Account Documents Selector with search by name or ID and selected documents 1. Enter the name or ID → 2. Choose the document or image → 3. Send the ticket; the document ID remains visible for troubleshooting. Send a support request with relevant documents Describe the specific problem and attach only informati…

AI Assistant

• Requests and confirmations in AI Assistant … completed in the conversation, Fluxe AI asks only for the missing information. For an activity that must be completed on its own page, you receive the correct action directly, limited to your applications and permissions. In a long conversation, use Older messages to view previous answers and previews. Return to recent messages takes you back to the latest discussion. Viewing history does not delete messages or change the document you are completing. You can check the issued invoice directly in the chat preview. U…

Accounting

• Organize your company's dashboard …ay. 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 t…
• Validating documents before accounting recognition …ial and accounting document rules 10 September 2026 Invoices and credit notes, till receipts, cash receipts, statements and other documents supporting the transaction. Contracts, goods receipt notes, delivery notes, expense reports or customs documents where they substantiate the transaction's nature, quantity or timing. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the complete, legible documen…
• Bank reconciliation: allocating statement movements … allocating statement movements Allocate each bank movement to the correct document and check balances and outstanding amounts. Compare the bank statement transaction with its supporting documents, then confirm or reject the suggested match or add an allocation. A suggestion does not change accounting records. Confirm the association after checking the documents, then generate the draft journal entry separately if needed. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015…
• Accounting analyses Accounting analyses Identify documents requiring review and compare bank transaction coverage for the company's interval. Documents to review Choose the period, then open the items in Documents to review. Compare the original with the recorded information, fill in any missing date or value and confirm the document only after checking it. Viewing the analysis does not approve documents or post journal entries. Control by periods Compare the document count, transactions read from statements and allocated amounts. Unr…
• Accounting reports …recorded in the accounts. Do not force these totals to match. Two reports have different totals for the same month. Compare what each report measures, the transaction date, currency and source status. Open the documents explaining the difference; invoicing, payment receipt and accounting recognition are distinct. Facturarea și evidența contabilă arată valori diferite. Care raport este corect? Verifică ce măsoară fiecare: Facturare folosește documentele fiscale emise, iar Evidență contabilă folosește notele postate.…
• Tax profile: establish obligations before recording transactions Tax profile: establish obligations before recording transactions Compare company details with the tax registration record and retain each regime's effective date. Check the company's legal form and tax regime, enter its tax obligations and their effective periods, then confirm the details. Selecting a profile does not save it automatically. Review the details before confirming and consult the history to track a change. Updating Fluxe does not submit the change to ANAF. Accounting Law No. 82/1991 — supporting docume…
• Importing and exporting accounting data …available only for double-entry accounting. Check documents and tax classifications before exporting, including the codes and treatment of intra-community transactions. Blocked or unconfirmed items are excluded from the file; complete them on the source page and check again. Download the XML for the required dataset or use Download ZIP package for all datasets containing items. Read the instructions and summary, then import the files in the appropriate SAGA screens. Downloading does not send data to SAGA or ANAF. D…
• Check supporting documents for bank transactions Check supporting documents for bank transactions Find statement transactions that still need a supporting document. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The period’s bank statements and supporting documents uploaded or issued in Fluxe. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. In Ac…
• Accounting onboarding and takeover … not prove correct allocation; correct the opening entry using the detailed statement. A document appears in both transferred opening balances and current transactions. Check the cut-off date and whether the document is already recorded. Remove duplication by correcting the draft or using a supported reversal if posted. The company’s current situation differs from the month being checked. Which should I use? Compare effective dates in company documents with the transaction period. A regime or registration change do…
• Accounting periods: opening and locking …alidation. The company’s current situation differs from the month being checked. Which should I use? Compare effective dates in company documents with the transaction period. A regime or registration change does not automatically apply to every previous month. Clarify the profile and period before preparing records and declarations. Entry dates are governed by verified accounting periods. Tax profile: establish obligations before recording transactions Accounting onboarding and takeover Month-end closing before ret…
• Accounting mappings: accounts used for drafts Accounting mappings: accounts used for drafts Establish accounting mappings for transaction types and their effective dates. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The company's accounting policies. The chart of accounts and sample documents for each workflow used. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form …
• From supporting document to draft journal entry From supporting document to draft journal entry Prepare the entry using the verified source and retain its link to the document and transaction. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The approved document or confirmed transaction: invoice, reconciled statement or another source in the table. Supporting documents required for classification and the applicable accounting mapping. Check the active compa…
• Reviewing and posting draft entries …gal form and accounting regime. Under ‘Draft entries’, open the entry and source document. Compare company, date, description and currency with the actual transaction. Check every line: debit account, credit account, amount and required subsidiary accounts. Total debits must equal total credits. Equality alone does not confirm correct account selection. For an incorrectly generated draft, return to the source or mapping and prepare it again. For a manual entry, correct the draft using supporting documents without d…
• Correcting posted entries through reversal …ument, classification, amount or period. Check whether the error affects filed returns and retain their versions before recomputing. Use the available reversal action, select the open period and correction date, enter the reason and confirm only after reviewing the reversing entry. Correct the source and prepare a new entry if the transaction needs recording again. Compare the original, reversal and correct entry in the account ledger. Account sheet Draft notes ciorne Repeat tax checks for affected periods. Follow …
• Accounting items …ment rules 10 September 2026 The supporting document, detailed computation and entry justification. The accounts and subsidiary accounts applicable to the transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check whether the transaction already has a source that can generate the draft to avoid duplication. Draft sources surse Use ‘Add journal entry’ and enter the date, explanation and accounting…
• Fixed assets …nition’. Link supporting documents, prepare the disposal and check the entry separately. On sale, invoice reconciliation and asset derecognition are distinct transactions. For a PFA using single-entry bookkeeping, track value and tax depreciation in the fixed asset register. Check deductibility in the tax records; do not apply double-entry journals. Scheduled depreciation does not appear in the trial balance. Check whether the monthly entry was generated and posted. Do not record another expense merely because the …
• Payroll: calculating and reviewing the month Payroll: calculating and reviewing the month Check employees and contracts, compute the month and reconcile payroll before the return. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D112 — instructions applicable from July 2026, Order 605/95/928/2314/2026 ANAF — D112 versions by reporting month ANAF — tax obligations calendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 Individua…
• Month-end closing before returns …teps applicable to the company's legal form and accounting regime. Choose the period and review the closing checklist. Resolve each blocker using the indicated action. A check depending on unfinished documents or entries remains pending; rerun it after resolving the issue. Selecting the period keeps the same month for closing, foreign currency revaluation and VAT where applicable. For a document or entry blocker, Resolve opens the items causing it. Correct the source; where available, Generate draft and Post entry …
• Expense reports …ed and RON 200 reimbursed, RON 100 remains. An overpayment requires reviewing the adjustment. Associate the actual bank payment or the Expense reimbursement transaction in Cash, within the evidence's available balance. A payment order alone does not prove the transfer. The journal entry and corrections Recorded liability and Recorded reimbursements use posted entries and their reversals. An approval, confirmed reimbursement and posted entry are separate records; check each stage before closing the expense report. F…
• Entries in RON: checking the period's documents …cument rules 10 September 2026 Prepare invoices and other documents received in lei. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare supplier, number, date, base, VAT and total in lei with …
• Entries in foreign currency: checking the period's documents …eign-currency invoices and purchase documents, together with exchange-rate evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare supplier, date, currency, foreign-currency total, exchan…
• Outgoing in RON: checking the period's documents …s 10 September 2026 Prepare invoices issued in lei and related correction documents. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare customer, issued number, date, value and document status…
• Outgoing in foreign currency: checking the period's documents …s OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare invoices issued in foreign currency and documents supporting the transaction and exchange rate. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's d…
• e-Invoices: checking the period's documents … issued tax invoices and invoices received through SPV, with communication evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare direction, partner, date, value and e-Factura status, se…
• RON bank journal …vements with the register. If the statement is still under review, return to the existing document and complete the details. Do not upload a copy to force transactions to appear; you may duplicate the sources. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The complete account statement, including opening and closing balances. Supporting documents for each transaction. Check the active company, period and edi…
• RON cash book RON cash book Record cash in RON only on the basis of supporting documents and check the cash balance. Cash and the supporting document Use Add cash transaction to record the movement in the register's currency and attach the supporting document. Balance after item = Previous balance in the same currency + Receipt − Payment. Do not add different currencies together or record a second transaction for cash already taken from the document. Check the accounting balance in RON separately for foreign currency transaction…
• Foreign currency bank journal …vements with the register. If the statement is still under review, return to the existing document and complete the details. Do not upload a copy to force transactions to appear; you may duplicate the sources. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The complete account statement, including opening and closing balances. Supporting documents for each transaction. Check the active company, period and edi…
• Foreign currency cash book …h book Record cash in foreign currency only on the basis of supporting documents and check the cash balance. Cash and the supporting document Use Add cash transaction to record the movement in the register's currency and attach the supporting document. Balance after item = Previous balance in the same currency + Receipt − Payment. Do not add different currencies together or record a second transaction for cash already taken from the document. Check the accounting balance in RON separately for foreign currency trans…
• Transfers between warehouses …ng regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Transfers between warehouses’ page, open the transaction and compare source warehouse, destination warehouse, item, quantity and transferred value with supporting documents. Compare the outgoing and incoming sides of the same pair. Do not double the transfer value by adding both directions. After confirmation, compare the movement in the item record with the stock position. In double-entry accounting, check…
• Consumption vouchers …accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Consumption vouchers’ page, open the transaction and compare warehouse, item, quantity consumed and value issued with supporting documents. Compare consumption with the goods' intended use and available stock. A materials order alone does not substantiate consumption. After confirmation, compare the movement in the item record with the stock position. In double-entry accounting, check the journal en…
• Disassemblies …form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Disassemblies’ page, open the transaction and compare source item, quantity, warehouse, resulting items and allocated values with supporting documents. Check that value is conserved between the disassembled item and resulting items. Correct confirmed transactions by reversal while retaining the original. After confirmation, compare the movement in the item record with the stock position. In…
• Special operations … and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare document supporting the receipt or issue and transaction approval. The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Special stock ope…
• Stock reduction adjustments …ounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Stock value adjustments’ page, open the transaction and compare item, warehouse, value before and after adjustment and reason with supporting documents. Check that only value is corrected, without changing quantity. Investigate physical quantity differences through stocktaking. After confirmation, compare the movement in the item record with the stock position. In double-entry accounting, check the jou…
• Stock inventory count …ccounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Stock inventory count’ page, open the transaction and compare inventory date, warehouse, item, book quantity, counted quantity and difference with supporting documents. Compare the count with movements up to the inventory date. Explain surpluses and shortages and check approval before confirming differences. After confirmation, compare the movement in the item record with the stock position. In doubl…
• Issuance of inventory items for use …gime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Putting low-value assets into use’ page, open the transaction and compare asset, warehouse, quantity, date, user or usage location with supporting documents. Check both the stock issue and records of assets in use. Putting an asset into use does not end the need to track it. After confirmation, compare the movement in the item record with the stock position. In double-entry accounting, check the journal entry an…
• Production: consumption and finished goods …ck the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Production: consumption and finished goods’ page, open the transaction and compare finished product, quantity produced, warehouses, consumption and allocated cost with supporting documents. Compare actual consumption with finished output and separate normal from abnormal losses. Check eligible cost components before finalizing. After confirmation, compare the movement in the item record with the stock position. In double…
• Orders …e associated records. Order quantities and values Line value = Quantity × Unit price. Line total = Line value + Line VAT. VAT applies only according to the transaction and the company's regime; VAT is zero on documents issued by a company that is not VAT-registered. Uninvoiced quantity = maximum(Ordered quantity − Invoiced quantity, 0). Compare what was ordered, delivered and invoiced separately. An order for 10 units with 6 units invoiced has 4 uninvoiced units; the order does not prove delivery or payment receipt…
• Contracts …nly steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add contract’ and check the number, date, customer, type, currency, advance, value, instalment count and start date. Complete ‘Instalments’ and ‘Invoice content’ according to the contract. Compare each instalment and billable line with the approved schedule. Paying an advance, generating a draft and…
• Generating invoices from contractual instalments …y steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Select the month and year and check ‘Instalments ready for invoice generation’. Compare the date, due date, invoiced amount, penalties and ‘Imported’ status with the contract. Use ‘Generate’ only for the verified instalment, then ‘Open invoice’ and review the draft. Generation neither issues nor automatica…
• Daily allowances … only steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add trip’ and enter the employee, destination, country, currency, departure and arrival dates and times, exchange rate and daily allowance granted. Compare details with the travel documents. Check duration, calculated daily allowance and the taxable portion in lei against limits applicable to the …
• Vehicle logbooks: routes and vehicle use …y steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add vehicle logbook’, check the period, vehicle and driver, then enter each route under ‘Routes travelled’. Compare dates and distances with actual journeys. Check total kilometres and consumption and retain the supporting document link. A vehicle logbook does not replace an invoice or independently p…
• Prepaid expenses: allocation across periods …y steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add schedule’, check the ‘Prepaid expense · 471’ type, document, recognition start and end dates and total value. Enter the cost centre if needed. Compare monthly allocations with the contractual period. Use ‘Create draft entry’ for the verified instalment, then review and post the entry separately. C…
• Deferred income: recognition in the correct period …y steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add schedule’, check the ‘Deferred income · 472’ type, document, recognition start and end dates and total value. Determine the period from the contract and actual service delivery. Compare monthly allocations, recognized value and remaining amount. Use ‘Create draft entry’ for the verified instalment…
• Single-entry transaction list Single-entry transaction list In “Single-entry transaction list”, prepare the data from actual documents and check the result in the associated records. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules OMFP No. 170/2015 — single-entry bookkeeping 10 September 2026 Prepare invoices, receipts, statements and other evidence of receipts and payments. Check the active company, period and editing permission before any confirmation. Fo…
• Payment instrument processing: checks …e instrument was received, but the invoice remains unpaid. What should I check? Compare the instrument status with evidence of actual receipt and the bank transaction. Receiving a cheque or promissory note does not itself prove payment was collected. Follow maturity and the result, then check allocation to the correct invoice. The instrument, invoices and bank evidence are tracked separately. You receive a cheque for a RON 1,000 invoice. Record the instrument’s identity, partner, amount, currency and related docume…
• Payment instrument status: checks …e instrument was received, but the invoice remains unpaid. What should I check? Compare the instrument status with evidence of actual receipt and the bank transaction. Receiving a cheque or promissory note does not itself prove payment was collected. Follow maturity and the result, then check allocation to the correct invoice. You can identify instruments requiring follow-up and evidence for settled instruments. A RON 1,000 invoice has an unsettled cheque. In the statement, compare the instrument, partner and statu…
• Payment instrument processing: promissory notes …e instrument was received, but the invoice remains unpaid. What should I check? Compare the instrument status with evidence of actual receipt and the bank transaction. Receiving a cheque or promissory note does not itself prove payment was collected. Follow maturity and the result, then check allocation to the correct invoice. The instrument, invoices and bank evidence are tracked separately. A customer issues a RON 1,000 promissory note with a later due date. Check the issuer, beneficiary, amount, currency and mat…
• Payment instrument status: promissory notes …e instrument was received, but the invoice remains unpaid. What should I check? Compare the instrument status with evidence of actual receipt and the bank transaction. Receiving a cheque or promissory note does not itself prove payment was collected. Follow maturity and the result, then check allocation to the correct invoice. You can identify instruments requiring follow-up and evidence for settled instruments. You want to identify promissory notes approaching maturity. Check each instrument and linked document, t…
• Tax calculation: the tax base and tax due …ounts’, use ‘Add classification’. Complete ‘Account’, ‘Tax treatment’, ‘Justification’ and ‘Legal basis’. Confirm only treatment appropriate to actual account transactions and the selected period. Under ‘Documented tax adjustments’, use ‘Add adjustment’ when needed. Enter type, amount, explanation with its supporting document and legal basis. Ensure the same adjustment is not included twice through accounts and a separate amount. Check ‘Account turnover and treatments used’, the tax base, computation in bani and li…
• Purchase journal: checking deductible VAT …tomatically fully deductible. Entries in RON For each line, check the tax point date, base, rate, VAT amount and confirmed treatment. For foreign-currency transactions, check the tax exchange rate and equivalent in lei. In double-entry bookkeeping, compare journals with posted entries and VAT accounts. In single-entry bookkeeping, compare them with confirmed documents and tax treatments without requiring double-entry accounts. Continue to D300 and check the rows carrying the transactions. For reportable EU or domes…
• Sales journal: checking output VAT …e period for which you are preparing the VAT return. Fiscal profile Compare issued invoices with the sales register and identify advances, corrections and transactions requiring special treatment. Outgoing in RON For each line, check the tax point date, base, rate, VAT amount and confirmed treatment. For foreign-currency transactions, check the tax exchange rate and equivalent in lei. In double-entry bookkeeping, compare journals with posted entries and VAT accounts. In single-entry bookkeeping, compare them with c…
• Balance sheet: checking financial statements …balance Under ‘Balance sheet’, check account-to-row mappings and their version. Resolve uncovered accounts and incorrect classifications before confirming the preview. Compare current and prior values, section totals and balance signs. Complete all forms required for the company's category in the official software using reconciled values. Prepare explanatory notes, the directors' report and, where applicable, the auditor's or statutory examiners' report. The Fluxe preview table does not replace mandatory attachment…
• e-VAT: checking differences against company records …0 and the journals for the same period. D300 Purchase journal Sales journal For each difference, identify the documents, tax point period, corrections and transactions explaining the amount. Do not automatically record an unsupported total in accounting. If a correction or response is required, follow the official document's procedure and retain the computation, documents and evidence of communication. Totals differ although the invoices appear complete. Check tax points, transactions reported in different periods,…
• RO e-Transport in Accounting: document control …mpany, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Identify the transaction and the company's role from the documents. Check whether transport must be declared and who is responsible in the specific situation. Under ‘RO e-Transport’, find the document and check status, transport details and any UIT code. Open the source for missing details. Correct details within the document workflow and check authorization and submission st…
• Chart of accounts: add and edit from the form …tion you can justify in the form. Calculated values and historical links remain available for checking only. Compare the accounts used in entries with the transaction's nature. For draft generation, check mappings and their effective dates separately. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an old…
• Suppliers …eck the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records 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 wi…
• Customers …eck the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records 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 wi…
• Delivery addresses: add and edit from the form …e for checking only. Separate the registered tax address from the actual delivery location. Check the address on the order and transport document for that transaction. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was is…
• Agents: add and edit from the form …me. Open “Agents” for the active company and search for the existing record before adding a new entry. Compare agent identity, status and association with transactions 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. Check the responsible person on the actual document. Linking an agent helps commercial tracking …
• Items: controlled addition and editing …and try again. The other items are not affected. After confirmation, review the saved values and continue to Item sheets to control how the item is used in transactions. Separate products from services and check the unit of measure before the first movement. Item ledgers You opened the wrong item or no longer want to apply the change. Close the form or use “Cancel”. Values already saved in the catalog remain unchanged. There are two similar Catalog records. How should I choose? Compare identification and details de…
• Item and service types: add and edit from the form …eck the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records 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 wi…
• Item groups: add and edit from the form …eck the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records 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 wi…
• Warehouses: add and edit from the form …eck the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records 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 wi…
• Branches …eck the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records 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 wi…
• Vehicles …eck the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records 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 wi…
• Routes: add and edit from the form …eck the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records 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 wi…
• Contract types: add and edit from the form …eck the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records 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 wi…
• Operation types: add and edit from the form …g registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare supporting document and economic classification of the transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Operation types” for the active company and search for the existing record before adding a new entry. Compare transaction type and its use in the accounting workflow with the documents.…
• Types of documents: add and edit from the form …eck the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records 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 wi…
• VAT rates: add and edit from the form …ng Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare transaction documents and legal basis for the rate applicable at the tax point. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “VAT rates” for the active company and search for the existing record before adding a new entry. Compare rate, effectiv…
• Cost centers: recording and allocation … a used record merely to hide a duplicate. The center catalog is saved through a controlled process, while allocations and results remain traceable to the transactions that produced them. You want to track Warehouse and Office expenses separately. Define the cost centres and check the allocation of a supported RON 1,000 expense: RON 600 to Warehouse and RON 400 to Office. The allocated total must remain RON 1,000; correct calculated results at the allocation source.
• Profit centers: recording and allocation … a used record merely to hide a duplicate. The center catalog is saved through a controlled process, while allocations and results remain traceable to the transactions that produced them. Compare Store activity with Services. Keep separate centres and check that each centre’s linked income and costs are complete for the same period. Do not allocate all company income to both centres, which would double the comparison.
• Currencies and exchange rate checks: add and edit from the form …eck the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records 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 wi…
• Employees: adding, editing, and payroll details …ad template” below the table, complete the file without changing the headers, and choose “Import.” “Export table” downloads the current employee list to Excel. Review the preview before applying; this page’s import changes only the employee list. For an existing employee, select the row and choose “Edit row details” in its details and options window. Correct the information in the pop-up form; the associated contract and salary history remain available for checking only. Check the internal number, name, date of bir…
• Employment contracts: the version applicable to the month … not rewritten. For termination, use “Terminate contract,” enter the actual date, and review the effect on the month. Termination remains a separate, confirmed action. Calculate the month in “Payroll” and compare the salary and days with the applicable contract version and time sheet. Payroll statements Payroll uses a different version from the expected one. Check effective dates and the computed period. Correct the source using documents, then recompute through the available workflow; do not rewrite confirmed payr…
• Trial balance …on in the report. For an opening debit balance of RON 1,000, debit movements of RON 300 and credit movements of RON 200, the closing balance is RON 1,100 debit. Reviewing the report Search and filters change the displayed rows; filters do not change the official control totals. Compare the period and accounts before comparing the report with account ledger reports. The export retains the table's selection and order. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — fin…
• Account sheet …ccount balance and movements The balance starts from the opening balance and includes only the company's posted entries in accounting order: balance after transaction = opening balance + cumulative debits − cumulative credits. For the net balance, a positive value is a debit balance and a negative value is a credit balance. Search and filters narrow the displayed rows without recalculating the balance. Open the entry explaining the first difference and compare the document, account and date before preparing a corre…
• the big book …on in the report. For an opening debit balance of RON 1,000, debit movements of RON 300 and credit movements of RON 200, the closing balance is RON 1,100 debit. Reviewing the report Search and filters change the displayed rows; filters do not change the official control totals. Compare the period and accounts before comparing the report with account ledger reports. The export retains the table's selection and order. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — fin…
• Journal Register …pen the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that …
• Inventory register: tracking stock movements: checking and explaining amounts …pen the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that …
• Supplier situation: checking and explaining amounts …ng that a report is incorrect. The statement shows payment, but the report keeps the full outstanding balance. What should I check? Identify the statement transaction and check allocation to the correct invoice and partner. Check currency and whether payment covers several documents. An unallocated bank amount does not automatically reduce an assumed invoice’s balance. Report amounts are explained and can support accounting and tax checks. Entries in RON: checking the period's documents Entries in foreign currency:…
• Customer situation …ing that a report is incorrect. The statement shows payment, but the report keeps the full outstanding balance. What should I check? Identify the statement transaction and check allocation to the correct invoice and partner. Check currency and whether payment covers several documents. An unallocated bank amount does not automatically reduce an assumed invoice’s balance. Report amounts are explained and can support accounting and tax checks. Outgoing in RON: checking the period's documents Outgoing in foreign curren…
• Procurement Overview: checking and explaining amounts …pen the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that …
• Sales Overview: checking and explaining amounts …pen the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that …
• Consumptions Overview: checking and explaining amounts …pen the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that …
• Item ledgers: checking and explaining amounts …ds. Reconcile the item's balance chronologically. For unusual quantities or costs, open the document that caused the first difference, not just the latest transaction. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total di…
• Low-value asset status: checking and explaining amounts …pen the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that …
• Production Overview: checking and explaining amounts …pen the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that …
• SGR Packaging Overview: checking and explaining amounts …pen the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that …
• Management report …, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding th…
• Orders Overview: checking and explaining amounts …pen the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that …
• Stock situation …omatically post an entry. Item mapping takes precedence over category mapping. Then check Movements and drafts; Project draft prepares the entry, which must be reviewed and posted separately. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare item records, movement documents and inventory. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the …
• Managerial situations: checking and explaining amounts …pen the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that …
• Receipts and payments journal for single-entry bookkeeping …ngle-entry bookkeeping 10 September 2026 Statements, receipts and other evidence of collection or payment. Invoices and documents supporting the nature of transactions. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the single-entry regime and year being tracked. Prepare documents for all bank accounts and cash registers used for the business. Fiscal profile Under ‘Transaction list’, check the rec…
• Checking the ledger before recording and reporting …ting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The period's documents and list of transactions to finalize. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Control’ in the General Journal and check periods, mappings and entries for the active company. Check accounting periods and rules before preparing sources. Accounting peri…
• Account Mappings …nfirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Account Mappings’ and identify the document or rule requiring review. Compare debit and credit accounts, workflow and effective interval with the documents before confirming. Check the rule valid on the document date. Changing future mappings does not correct posted entries. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation his…
• VAT Mappings …duction percentage, pro rata, regime, tax point and exchange rate with the documents before confirming. Confirm each document's treatment according to the transaction's nature. Check which values the selected export represents; an export cannot replace tax analysis. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history. Purchase journal The confirmed selection does not match the source. Check the document and correct id…
• Document type mappings … type, direction, currency and treatment used in the exchange file with the documents before confirming. Check invoices, delivery notes, till receipts and transactions with distinct VAT treatment separately. The file code must represent the actual document. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history. Data transfer accounting The confirmed selection does not match the source. Check the document and correct ide…
• Partner Mappings …nfirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Partner Mappings’ and identify the document or rule requiring review. Compare extracted identity and selected customer or supplier with the documents before confirming. Compare the tax ID, country and name before confirming. Do not merge people or companies merely because their names are similar. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and r…
• Item mappings … confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Item mappings’ and identify the document or rule requiring review. Compare extracted line, selected item, code and unit of measure with the documents before confirming. Confirm that the product and unit of measure are truly equivalent. Check the quantity conversion before treating different packaging as the same item. After confirmation, check the resulting document or export. For incorrect identification, use the a…
• Management mapping …irmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Management mapping’ and identify the document or rule requiring review. Compare extracted name, selected warehouse, code and record type with the documents before confirming. Check the goods' actual location and the warehouse used in the destination software. Do not map an unknown depot to a warehouse merely to finish importing. After confirmation, check the resulting document or export. For incorrect identification, use…
• Accounting Home …ng two totals. In To resolve, open the outstanding task to continue the review. Documents requiring review are tracked across all periods; drafts and bank transactions use the selected period. Bank separates transactions without documents, those partially covered and suggestions awaiting confirmation. The same transaction may need both additional coverage and confirmation of a suggestion; do not add these counts together as a total of distinct transactions. On first use, complete onboarding using the company's docu…
• Accounting period review Accounting period review Review a period's documents, bank transactions and warnings together and prepare the files needed for handover. Opening the period In Analyses, find and open the desired interval in Review by period. Check the period title and the values in Period review: selected documents, supporting documents, statement transactions and items requiring review. Warnings and supporting documents Resolve warnings first, then find the document in the table and open the original. Confirm details only after co…
• The accountant's page …al and post it only after reviewing the accounts, date and amounts. Recent documents and SAGA transfer Recent activity provides the period's documents and transactions. For detailed analysis, continue in Analyses and the accounting registers. In the SAGA transfer, check the dataset, interval and items requiring completion. Download XML only after checking it and verify its import into the receiving application; downloading does not mean that application has received the data. The page is unavailable for the company…
• Accountants Accountants Review who has access to the company and set each accountant's rights and permitted applications. Collaborator permissions Search for the accountant by name or email and check access status. View only allows consultation; View and edit allows authorised operations in the selected applications. Open Permitted applications and grant only the access needed for the engagement. Changing and withdrawing access Check the identity before saving different permissions. For an editing request, Accept or Decline re…
• Managed company … is available after selecting a company from the accountant's engagements. Compare the name, CUI, Trade Register number and address with the documents you will review. The details are available for viewing only. The right company for every operation The displayed permission shows the level of the active engagement. If you work for multiple companies, verify the identity after each company switch and before uploading, changing or confirming a document. If the document belongs to Companie U2 SRL but the page shows an…
• Reports — Inventory management …eceipts of RON 4,000 and issues of RON 3,000 produce closing inventory of RON 11,000. Checking report amounts Open the sources for the indicator or period under review. Compare the documents and values included; make any corrections in the original records, then review the report again. View the stock report View the stock report An amount you expected in the report is missing. Check the period, currency and status of the document, entry or calculation. Compare the source with the inclusion rules explained in the r…
• Reports — Invoicing … tax documents in the group, including the effect of credit notes. Final invoices retain the deductions stated; advances and credit notes whose source requires review are shown separately. The report uses the tax document's issue date and total. Drafts and pro formas are not issued invoices, and invoicing does not prove payment. Compare each currency separately. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting …
• Reports — Accounting records …RON 5,000. This amount does not automatically establish the tax base or available cash. Checking report amounts Open the sources for the indicator or period under review. Compare the documents and values included; make any corrections in the original records, then review the report again. View entries in the journal register View entries in the journal register An amount you expected in the report is missing. Check the period, currency and status of the document, entry or calculation. Compare the source with the in…
• Reports — Tax compliance Reports — Tax compliance Compare confirmed VAT and transactions whose tax treatment still requires review. Confirmed VAT and pending amounts Current VAT difference = Confirmed output VAT − Confirmed deductible input VAT. VAT awaiting treatment is not automatically included in deductible input VAT. The current difference is not the final D300 return. Check carried-forward balances, adjustments and reconciliations separately. A received document with VAT may require confirmation of chargeability, deductibility and th…
• Reports — Payroll and human resources …luded: gross = net + CAS + CASS + income tax. Contributions and tax = CAS + CASS + income tax + CAM. Employer cost = gross + CAM. Drafts and payrolls requiring review are not treated as confirmed values. Eligible monthly payrolls are added together for a quarter or year; the report does not confirm salary payment or replace D112 review. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. I…
• Reports — Tax advice and optimisation … is RON 3,000. Check that the starting date is the same before subtracting the values. Checking report amounts Open the sources for the indicator or period under review. Compare the documents and values included; make any corrections in the original records, then review the report again. View confirmed tax calculations View confirmed tax calculations An amount you expected in the report is missing. Check the period, currency and status of the document, entry or calculation. Compare the source with the inclusion rul…
• Documents in the invoicing report … twice. Currency and document group Keep the report's interval and choose the currency and group: commercial invoices, advances or credit notes with sources to review. The list shows the document number, date, partner and values. Check the value used in the report, including the sign of corrections. The document supporting the amount Open the invoice from its row or download the PDF and compare the original. A final invoice may include an advance deduction; do not mechanically add its total to every advance to calc…
• Sources of the tax compliance report …t status. A source with treatment awaiting confirmation must not automatically be considered deductible. Each document's treatment Compare the invoice and transaction type with the company's tax registration for that period. Check chargeability and the exchange rate for foreign currency transactions. Correct and confirm the document's classification on its dedicated page, then return to the report. For example, pending VAT of RON 210 remains separate until its treatment is confirmed. Do not subtract it from the cur…
• Calculations in the tax report …d Check each calculation's regime, interval, rate, base, credits and tax. The indicator filter narrows the list to calculations contributing to the value under review. Do not mix microenterprise and corporate income tax bases. Cumulative values and period contribution Open the tax calculation for confirmed explanations and adjustments. Compare only calculations with the same tax year starting date and regime. If there are warnings, check the sequence of calculations before interpreting the difference. A cumulative …
• Cost centers — Interval control …alue. Value coverage = round((reconciled value ÷ eligible value) × 100). If the eligible value is zero, the page displays 100%; this does not prove that any transactions have been recorded. Amounts remaining to allocate For RON 10,000 eligible and RON 7,500 reconciled, coverage is 75%. Open Allocations and check the remaining lines. Allocation to centres does not change the financial entry or by itself confirm the accounts are correct. Check lines to allocate Check lines to allocate distributii Coverage is 100%, bu…
• Cost centers — Distributions …d retain separate versions for corrections. Allocating an accounting line Choose the period and filter by To allocate. Open the journal entry to check the transaction, then use Allocate. Select the centres and enter exact amounts in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each item and use Confirm allocation. Correcting a confirmed allocation Choose Correct for the …
• Profit centers — Interval control …alue. Value coverage = round((reconciled value ÷ eligible value) × 100). If the eligible value is zero, the page displays 100%; this does not prove that any transactions have been recorded. Amounts remaining to allocate For RON 10,000 eligible and RON 7,500 reconciled, coverage is 75%. Open Allocations and check the remaining lines. Allocation to centres does not change the financial entry or by itself confirm the accounts are correct. Check lines to allocate Check lines to allocate distributii Coverage is 100%, bu…
• Profit centers — Distributions …d retain separate versions for corrections. Allocating an accounting line Choose the period and filter by To allocate. Open the journal entry to check the transaction, then use Allocate. Select the centres and enter exact amounts in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each item and use Confirm allocation. Correcting a confirmed allocation Choose Correct for the …
• Treasury advances …Track the original amount and RON valuation separately. Without the required accounting exchange rate, the RON valuation is unavailable, rather than zero. After reviewing warnings, use Prepare entry and confirm draft preparation. Accounting value of repayment = amount repaid in foreign currency × accounting balance in RON ÷ accounting balance in foreign currency, for an available foreign currency balance. Check the difference between this value and the repayment's RON funds separately. A linked expense report retai…
• Expense reimbursement requests …sion. The request and original evidence In Add expense claim, complete the holder, purpose and items. Use Upload evidence for original documents. Automated extraction does not change the form; compare the details, including Extracted currency, before using Use extracted data. Review the complete request and confirm submission. The request retains the extraction version used at submission; later re-extraction does not change the evidence for the version already submitted. Uploading or extracting does not record expe…
• Currency revaluation …lassification; do not mechanically apply a receivable's treatment to a liability. Check Entry 665 / 765 and confirm preparation only after resolving warnings. The action creates a draft. On posting, accounting sources and exchange rates are checked again. If they have changed, check and explicitly regenerate the draft; it does not change automatically. Check draft entries Check draft entries ciorne The foreign currency balance is not fully identified. Compare the entries' currency and original value with documents …

Archive

• Organise and find files in Archive …type or category in Accounting documents. Show more allows choosing categories outside the first positions. Scroll for subsequent files or use Load more. Open preview to identify the exact document. For a new grouping, enter the desired location and choose Add folder. Enter an easily recognised name and check the created folder. You found the document in the right period and location or prepared the folder needed for organisation. Archive seems empty, but I have account documents. Check month, folder and active fil…
• Check and download selected files Check and download selected files Compare documents in preview and save the checked file or selection to your device. Viewing and downloading Preview avoids downloads made only for checking. Select all includes every item in the current location and results, including those not yet displayed. Changing location or filter clears selection. Compare originals and download the selection Files identified in the correct location and device space for downloading. Open file preview and check name, content and pages. Zoom fo…

Billing

• Invoice creation …its intra-community services; Goods can be selected only for a company normally registered for VAT. Enable Intra-community invoice (EU), choose the permitted transaction and check the recipient and VAT number from another EU state. Currency switches from RON to EUR and can be changed; line items retain 0% VAT. The customer's number is checked again in VIES at issuance. If the service is unavailable, enter the required verifiable alternative tax evidence; a simple declaration does not allow continuation. Check the t…
• Drafts in Billing …re issuing them. Use Draft for documents still being prepared. On a phone, the row's first column opens preview and the second expands document information and actions. On a computer, open preview from the document row. Compare issuer, customer, dates, currency, total and each line item with the displayed document without downloading it. From Menu, Continue editing returns to document completion, while Document details opens its page. Print, download or share the document. A draft is not an issued document; check a…
• Issued documents … them with the displayed document. From Menu, open Document details, print, share or download the document. For receipts, corrections and other operations, use actions available in the document list or page. Share opens your device’s options; Download saves the PDF separately. With Signing access, Sign and Request signature are available for all document types, including delivery notes, goods receipt notes (NIR), consumption notes, receipts and payments. Sign opens the selected document to add your signature. In pr…
• Collections and receipts …ceived and allocate them to invoices; for cash payments, you can prepare the corresponding receipt. If you start from Record payment on an invoice (the Collect action), you record the receipt only for that document. The customer and unpaid balance are pre-filled; change the amount for a partial receipt. To record a receipt for several invoices, open Issue document → Receipt and choose the customer and paid invoices. Check the business location, date, receipt method and amount before recording. For Cash, Also genera…
• Payment orders …ders Prepare the document with the payer, beneficiary and transfer details, with or without linked invoices. Create the order with payer, beneficiary, and transaction data. Associated documents are optional. If you choose invoices, goods receipt notes (NIRs), or credit notes, Fluxe calculates the rest, completes the details, and keeps track of the payment. Issued documents Customers in Billing You need to pay a supplier RON 1,200. Enter the beneficiary, IBAN, amount, currency and description, then link the invoice …
• Product and service catalog …eused in future documents. Check photos, the full description, price, stock, warehouse and transport details without opening the edit form. In Catalog, choose Preview from the row menu. If several photos are available, select the thumbnail you want. The details show saved information, with marketplace stock listed separately for each connected store; opening them does not change the product or start synchronisation. From Menu, Edit opens the form with saved details; changes apply only after Save. If you cancel, the…
• Billing reports …ent amounts recorded in RON during the selected period. Receipt and payment difference = Recorded receipts − Recorded payments, in RON. Separately check actual transactions, statements and bank and cash balances before deciding how much you can pay. Recorded receipts / sales = Recorded receipts ÷ Sales × 100, as a percentage, for RON values in the selected period. The percentage may exceed 100% when collecting invoices from other periods. If sales are zero or negative, no percentage is calculated. Document reports …
• Incoming invoices … identical to one already retained is blocked at upload. A photograph or different file of the same invoice may be recognised as a duplicate only after data extraction or entry. Acceptance at upload does not confirm the invoice is new. When an uploaded or scanned invoice is identified as a copy of an existing SPV invoice, the copy is blocked from use. Use Open existing invoice and check the original. Do not record the same purchase again or change the copy's details merely to avoid the warning. To retrieve SPV invo…
• SPV messages …s or SPV ID. Compare type and date with the invoice or obligation being checked. Open Preview or download the message using Download. Keep the response in the transaction file and check the associated document before correcting or resubmitting anything. You read the ANAF response matching the company and operation and retained supporting evidence. The chart's message count alone does not confirm invoice acceptance. e-Factura is connected, but general correspondence is not retrieved. Check Certificate for SPV messag…

Calendar

• Check documents and due dates for a day or month …ctivity always shows operations and sign-ins for the selected day, including with Month documents. Document date may differ from upload, change or due date. To review narrows the period's documents to those requiring data checks. Not sent to SPV tracks invoice submission, while Overdue and Due today open due dates relative to the current day. Data approval does not prove SPV submission; proposed catalogue items have their own review. Choose the period and view documents The date or period of required documents and …
• Correct a document date in Calendar …ify issue date without confusing it with due date or payment date. Use Change date and choose the correct day. When detected date matches the original, use the action applying it. Check the proposed day before confirmation, then find the document on its new date. If differences or other wrong details remain, open Moderate. Account activity on the correction day retains old and new dates. The document appears on the verified day, and the date change remains in activity history. The detected date is wrong. Do not acc…
• Check daily activity and recover a deleted document …le. Account activity Activity shows operations on the selected day in both Day and Month modes. Relevant activity prioritises operations useful for review; All actions includes the full day's history. For document corrections, compare Before and After values. Sign-ins appear separately and can be viewed on request. Repeated downloads and updates may be grouped. Expand the group to check each operation and who performed it. Export Excel keeps every event separate with its time, even when the list groups them or Rele…

Customer support

• Send a support request with relevant documents …g it. Requests Support opens from the account menu. First check for an existing ticket about the same problem. A useful message specifies page, document, time, action and observed result. Do not send passwords, access codes or full card details. Describe the problem and attach documents Problem description, document identification and, if useful, a relevant screenshot or file. From the account menu, open Support and the new request form. Choose the appropriate category and priority. Enter a precise subject and desc…

Customers

• Check a customer's documents and sales …ng amounts. In the Customers tab, view statistics and choose a product or service from the chart to see line items forming the amount. Compare documents and transactions in the same currency. Open the invoice, credit note or receipt explaining a difference. Use Download customer statement and choose the period. Check interval, document types and transaction currencies in the PDF before sending. Pe telefon, deschide Aplicații → Clienți, intră în fișa partenerului și alege Fișă PDF. Selectează intervalul sau Toată pe…
• Import contacts and export the required list …cture and complete contact types and details. Check tax identifiers, names and addresses. Choose the file through Upload completed Excel and apply import after review. Read the result and check created or updated records. If rejected, correct flagged information before retrying. For export, choose source application and interval or All time, then Download Excel. Check contact types and origins in the file. Pe telefon, deschide Aplicații → Clienți și folosește Exportă contacte. Alege Aplicație sursă și perioada, apo…

Documents

• Uploading supporting documents …sis is complete. For a photograph or document whose analysis failed, open the result notification and check the original before uploading again. To delete, use actions available in Documents or Archive. Check the name and preview before confirmation; after permanent deletion, the removed file and details cannot be recovered. Document scanning Checking extracted documents Document validation You receive a telephone invoice: this month’s services cost RON 100, and the previous balance is RON 50. Upload the complete o…
• Document scanning …to see the reason. For an image in which no document was identified, photograph the complete original again, straight and well lit. To remove a saved scan, use actions available in Documents or Archive. Check preview before confirmation; after permanent deletion, the removed image and details cannot be recovered. Photographing and uploading the original Deschide Scanează documente pe dispozitivul cu cameră și permite accesul dacă vrei să fotografiezi. Photograph all the document’s information, with complete edges a…
• Find information in your account … și numărul. Open preview to compare the original with the issuer, recipient, series, number, dates and available totals. For invoice line items or statement transactions, open Document details. Previous and Next retain the filtered list's order and continue onto the next page; the indicator shows the document's position in the results. You can check several originals without closing preview. Viewing does not approve details or change the document. Use the review action when the document needs corrections, or open …
• Checking extracted documents … confirming. For a bank statement, check in the same currency: closing balance = opening balance + total credits − total debits. Compare balances and every transaction with the original; credit means money entering the account and debit means money leaving it. A difference requires checking the details before approval. Compare the extracted information with the original document before confirming. For VAT, check each printed rate, taxable base and VAT amount separately; a mathematical discrepancy keeps the document…
• Document reports Document reports Identify documents awaiting review and compare Billing indicators separately for the selected period. Shows documents awaiting review and, separately, Billing indicators. In Validation · all periods, To validate opens unvalidated documents, while Needs attention narrows to those with missing information, warnings or unfinished processing. Needs attention is included in To validate; do not add the values. Billing indicators use the selected period and do not automatically include every uploaded file…
• Document validation …te summary lets you review the document details, parties, number and date, line items, totals, and VAT where applicable. For bank statements, also compare transactions and balances with the original. Data in Validation is read-only; corrections are made through Moderate. The direction of funds shows the effect on your company. An issued invoice indicates money to be collected, while a received invoice indicates money to be paid; these are expected amounts and do not by themselves confirm payment. On a bank statemen…

Notes

• Keep an activity's context in notes …. Also link WooCommerce orders; check store, number, customer and total before choosing. For repeated checks, use a checklist: documents to request, details to review or questions for the accountant. After saving the note, check completed activities directly in the list; each checkbox saves immediately. In the editor, press Enter for a new item and Enter on an empty item to continue with normal text. Bold, lists and links help find reference points. The draft keeps unsaved text in the current tab. After reloading o…

Seller Central

• WooCommerce …nising WooCommerce products Checking a WooCommerce product Editing a WooCommerce product WooCommerce brands WooCommerce tags WooCommerce attributes WooCommerce reviews Customers WooCommerce segments and campaigns WooCommerce B2B customer data WooCommerce customers Statistics WooCommerce statistics Configuring WooCommerce statistics WooCommerce costs and analysis WooCommerce sales by product WooCommerce revenue Analyzing WooCommerce orders WooCommerce sales by variation WooCommerce sales by category WooCommerce coup…

Tools

• Risk analysis Review a company's annual financial statements, financial indicators and risk signals, with interactive charts.

Instrumente · Document templates

• Creating and tracking documents …te, use Complete to fill it in. In Filters, combine Category, Family, Format and Visual reference and change sorting; Apply filters displays the selection. From Actions, Pin to top keeps important templates at the start. Select cards to pin, highlight, copy or export them together. For a sale to an individual buying outside their professional activity, choose the appropriate consumer template: in-store, second-hand goods in-store, distance or off-premises. Enter the goods, total price and complaint contacts. Check …
• Decisions and numbering series …duct, provisions breached and reasons for rejecting the defence; for other templates, also check vacancies or priority criteria where applicable. Compare every Preview page with documents supporting the decision. Save a blank template for handwritten completion, but before signing or serving it, complete all statements required for the specific situation and check the procedure with the responsible HR person or legal adviser. For numbering, Pre-fill series from account brings in your business series, and you select…

Instrumente · Document transfer

• Request documents through a link … or accounting registration. Received files do not appear in Documents. Choose Prepare in Documents from the transfer. Files arrive in Add documents, where you review and confirm import. Preparation does not approve documents or automatically record them in accounting. I cannot save a file to Archive. Check Archive edit permission, available space and the file's message. A file can be at most 100 MB in both Transfer and Archive. An accepted ZIP archive is retained as a ZIP file. The received file stays in the trans…

Instrumente · File converters

• Convert a document to another format … where no safe choice exists, select the format explicitly. Start conversions. Files process in order; cancel the current file or retry an unsuccessful result. Preview supported formats and download results before leaving or reloading the page. The result is automatically deleted on leaving, even if not downloaded. For multiple pages or sheets, check files in the resulting ZIP archive too. Open the copy and compare pages, figures and characters with the original before use. Keep the original for any checks. The Ser…

Instrumente · Handwritten signature

• Document signing … request to check its status and deadline. Sign in your account Open the document from Documents, Calendar, Billing or Archive and choose the in-account signing action. For a new file, first upload it through Add documents in the + menu, then start signing from the saved document. Check the selected version; the original remains available. Draw your signature or choose a saved one. Check the page, position, size and orientation so the signature does not cover the document's information. Check the document and signi…
• Signing drafts Signing drafts Review the documents prepared for signing before finalizing them. In Documents to sign, use Search, Source, and Sort above the cards to find the appropriate documents. Select visible documents to Pin, Highlight, Copy, or Export CSV. Per page starts at 30 results and accepts values from 1 to 500. To save time, use Preview to review the document without downloading it. Continue signing from Documents to sign after reviewing it; preview does not change the document. Handwritten signature Apply your hand…
• Signed documents …latest signed version so the previous signatures are preserved. Documents signed in your account or externally can be deleted from Signing. In Signing history, review the document and confirm moving it to Trash; active links are closed. To remove it permanently, open Archive, choose Trash, select the document and confirm Permanently delete. Download any copies you need to keep first. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document sign…
• Saved signatures … signature on an already-signed document? Start from the latest signed version available in Signing history, check existing signatures and the next recipient. Preview the document before the new request. Using the unsigned original may produce a separate version without earlier signatures. Preparing the signature for reuse Open Saved signatures and check the signature you want to reuse. Prepare or select the correct signature for the person signing. On the document, choose the signature and check the page, size and…

Instrumente · Legislation 2026

• Check a situation under Romanian law …s date. Use Continue search for a related question. For example, after a copyright question, search assignment-agreement rules and tax obligations. When a Fluxe action appears, open the appropriate form: Template: copyright agreement, Issue invoice, delivery note or goods receipt note (NIR), according to subject and account access. Complete and check details before issuing; opening the form alone does not issue the document. Search conversation history by title, rename it for recognition and add it to Favourites if…

Instrumente · Risk analysis

• Analyse a company's financial risk …= difference ÷ previous year's positive value × 100. Only consecutive years are compared. If the base is zero, negative or missing, no percentage is calculated. Risk analysis Review a company's annual financial statements, financial indicators and risk signals, with interactive charts.

Seller Central · WooCommerce

• WooCommerce connection …ret in a screenshot or ticket. The connection test succeeds. Does that mean all data is synchronised? The test checks connection access at that moment. Separately review synchronisation results and retrieved order or product data. After changing the key, disconnecting or deleting, check connection status before any store operation.
• WooCommerce overview and synchronisation Track the store's latest update and check differences before continuing operations.
• Invoicing WooCommerce orders … a pro forma invoice on ordering and an invoice after confirmed payment if you choose these automations. Check the series, tax treatment and message sender, and review an order and its documents before regular use. The order and invoice are separate records. An order has a pro forma invoice but no invoice. What should I check? Compare payment status with the issuing rule and check already-linked documents. A pro forma invoice does not prove an invoice was issued. Check automation results before manually preparing a…
• WooCommerce statistics …s. The report differs from the one viewed directly in the store. What should I check? Compare currency, date range, date type, order statuses and last retrieval. Review discounts and refunds and open orders explaining the difference. Current stock and downloads serve different purposes from the period’s revenue and are not added to it.
• Configuring WooCommerce statistics …. The report differs from the one viewed directly in the store. What should I check? Compare currency, date range, date type, order statuses and last retrieval. Review discounts and refunds and open orders explaining the difference. Current stock and downloads serve different purposes from the period’s revenue and are not added to it.
• WooCommerce orders WooCommerce orders Find store orders and choose the order to review or prepare. Select the store and find the order using its number, customer and filters. Compare the status, date and amount to identify the exact order you need. Open the order to view buyer details, line items, documents and payment. Review edits and refunds on their respective pages before confirming. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce c…
• Organising WooCommerce orders …e preparation details; history retains the changes. For multiple orders, select the rows and choose Update selection. Check the fields you want to change, then Preview changes. Review each result before Apply previewed changes; the labels field replaces the existing list in this operation. If an order has changed in the meantime, check it again before applying. To return quickly to the same work list, name the filters and choose Save view. The view is saved for the selected store. WooCommerce Find the guide for eac…
• WooCommerce parcels and returns …ers together. Check any payment differences separately. Track returned products In Returns, choose the order and complete the line items, quantities and reason. Review the request before Approve return or Reject return. When the parcel arrives, record the quantity received and the condition of each product. You can save partial receipts. Once everything has been received, enter the resolution and choose Close return. An approved return can be withdrawn with a reason only if no products have been received. Withdrawa…
• WooCommerce costs and analysis … of RON 200 and checked costs of RON 150. Its contribution in this example is RON 50 before other company expenses. Check purchase, packaging, shipping and other costs, and review missing information. An order’s contribution seems too high. What should I check? Compare currency and amount treatment and complete missing costs. Check shipping and packaging allocations and any refunds. An order’s contribution is not automatically the company’s net profit. The product has estimated profit, but available money is lower.…
• Automating WooCommerce order preparation …ose Add rule or Start from an example. Examples are saved paused; review the conditions met by each order in preview before activation. Set order conditions and actions: priority, preparation status, tags to add, assignee, deadline or blocking reason. All completed conditions must be met; for an amount threshold, choose the currency too. The deadline is calculated from the order date: deadline = order date + selected number of hours. Save as paused, then use Preview from the rule menu and check the order list and d…
• WooCommerce warehouses and procurement …cts updates only the operational register. You can receive partially or close the unreceived remainder while keeping previous receipts. To update the store, use Preview publishing to Woo and check the product and available stock totaled across warehouses. Publish available stock only if it is the stock that should be sold. If you already use another automatic stock source, clarify the source before publishing. Check the result in Synchronizations. WooCommerce Find the guide for each WooCommerce page, from connectin…
• WooCommerce segments and campaigns WooCommerce segments and campaigns Choose audiences with communication consent and review messages before activation. In Customers → Customers and campaigns, use Contacts and consents for notes, the customer link and evidence of marketing consent. Record the consent date and source only if you can confirm them. For back-in-stock requests, select the unavailable product requested by the customer. In Customer segments, choose the currency, period and thresholds for recency, order count and net revenue. Recency = days…
• WooCommerce coupons …eed; always check the selected store and period. Create a discount with a period and minimum threshold and check eligible products and usage limits. Before use, review a representative order and the effect on its total. An existing code does not guarantee every order is eligible. The coupon does not apply to an order. What should I check? Compare validity, threshold, accepted products or customers and usage limits. Check rules for combining discounts. Correct a condition only if it reflects the intended commercial …
• WooCommerce customer subscriptions …mer subscriptions, reload subscriptions from the store. The feature requires the WooCommerce Subscriptions extension to be active; the page shows only confirmed actions for each subscription. From the subscription menu, you can pause, reactivate or cancel when the current status allows it. Check the effect on recurring payments and customer access before confirming. A canceled subscription cannot be reactivated through this action. After confirming, check the result in Synchronizations and reload the subscription. …
• WooCommerce feeds and catalog import WooCommerce feeds and catalog import Check product completeness and apply catalog updates after previewing them. In Products → Feeds and catalog import, use Check products. The export includes published simple products with a confirmed name, description, public URL, image, price and availability. The result also shows reasons for exclusion. Download CSV or Google XML for eligible products. Check the channel's additional requirements before uploading. The file uses the store's current price and does not recalculate …
• Creating WooCommerce orders … page to open the structured editor and choose the customer, addresses, products or variations, quantity, price, discount, VAT class, payment and delivery. The action appears only after a store is configured or selected; until then, the page provides direct access to setup. The formula for each line is: line value = quantity × unit price − discount. The total formula is: order total = sum of line values + VAT calculated by WooCommerce based on tax class and address + shipping cost + shipping VAT. Click Create in Wo…
• WooCommerce products and variations … product's status, price, stock, images and variations before making changes. The Edit button opens the full editor, while publish, duplicate, cart, and delete actions remain on the product page. In Attributes and variations, add the product's options, then select Add variation. Choose the combination and enter its price, SKU, stock, image and other details. After confirmation, the variation appears in the table. Use Edit for details, Duplicate for a similar combination, and Delete for removal. A variation already …
• Organising WooCommerce products …ucts Group store products into categories and keep a consistent structure. Create, edit, and delete Brands, Categories, Tags, Attributes, attribute values, and Reviews from the dedicated pages of the Products submenu. Categories and brands maintain hierarchy and image, attributes maintain sorting and reusable values, and reviews maintain product, author, rating, and moderation status. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with th…
• WooCommerce stock … Why? The stock report is current and is not limited by the statistics period. Check the product or variation and last retrieval. For adjustments, use Stock and review the reason and store result. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• Checking a WooCommerce order …or a company with incomplete details, search by CUI/CIF and check retrieved information; details already entered are not replaced. Before delivering on credit, review the risk analysis to set commercial terms. Check Fluxe documents and the result of each operation in the store separately. Prepare RO e-Transport for the invoiced order After issuing the Fluxe invoice, check whether the transport must be declared and whether the company has the required SPV authorization. Enter the parties, vehicle, route, documents a…
• Refunding a WooCommerce order …y returned separately. This records the refund in WooCommerce without another payment through the processor. Do not use both methods for the same amount. Choose Review refund and compare the amount, stock and payment method. The operation is sent only after Confirm and send to Woo; check the result before continuing. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily wo…
• Checking a WooCommerce product Checking a WooCommerce product Review the product and its variations before updating it. In Products, open the product and compare its code, price, stock, images and publication status. For a variable product, check the attributes and the variation you need separately. Use the edit page for corrections and check the sync result. A parent product's quantity does not replace checking the stock of the variation sold. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, st…
• WooCommerce brands WooCommerce brands Organize products by the store's brands. Select the store and find the brand by name. Review the imported information and check the product associations before adding or changing a brand. Keep one name for the same brand and check the result in the store after sending the change. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orde…
• WooCommerce tags … visible in the store. What should I check? Check the selected store, submission result and linked products. Check whether editing was confirmed before another action. Do not create a duplicate tag to compensate for unclear synchronisation. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before deleting; a similar name does not prov…
• WooCommerce attributes …ays check the selected store and period. Define Size with M and L values for a variable product. Check the attribute and values before creating variations, and review each combination. Entering an attribute does not itself create all variations and stock. The value exists in the attribute, but the variation is missing. What should I do? Open the product and check variations built from its attributes. Complete the required combination and variation details on the available page, then check the store result. Do not d…
• WooCommerce reviews …ion status. Choose the store and find the product review. Compare the text, rating and status before changing its moderation status. Confirm only the necessary action and check the review in the store after syncing. Before deleting, check whether the review needs to be retained to resolve a request. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the ord…
• Tracking WooCommerce syncs Tracking WooCommerce syncs Check which updates have completed and which differences need clarification. Select the store and review operations by status and time. Open the operation to identify the product, order or customer concerned. For a conflict, compare the Fluxe version with the WooCommerce version before choosing. For a submission with an unclear outcome, check the store before retrying to avoid duplicating its effect. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders…
• Adding a WooCommerce store …et in a screenshot or ticket. The connection test succeeds. Does that mean all data is synchronised? The test checks connection access at that moment. Separately review synchronisation results and retrieved order or product data. After changing the key, disconnecting or deleting, check connection status before any store operation.
• Checking the WooCommerce connection Checking the WooCommerce connection Review the store status, access validity and detected features. In Connections, open the store details. Compare the status, expiry date, and store and plugin versions before continuing the sync. Check Detected store features for the operations available through the connection. After a change in the store, run the test to check the connection again. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the…
• Testing the WooCommerce connection …n store. Resume an operation only if its required feature is available and the connection is confirmed. A feature is missing from the store. How do I check it? Review Features detected in store and the plugin version, then run the test after store changes. Use only operations available to the connection. For a missing feature, describe it and the check result in Support without the connection secret. The connection test succeeds. Does that mean all data is synchronised? The test checks connection access at that mom…
• Changing the WooCommerce connection key …imite secretul prin Suport. The connection test succeeds. Does that mean all data is synchronised? The test checks connection access at that moment. Separately review synchronisation results and retrieved order or product data. After changing the key, disconnecting or deleting, check connection status before any store operation.
• Disconnecting a WooCommerce store …er checking operations in progress. Confirm Disconnect store and keep retrieved data for reference. Disconnecting and permanently deleting records are separate actions. After disconnecting, I still see orders in Fluxe. Is this normal? Retrieved data remains available for reference until permanent deletion. Check the connection status to confirm the link has stopped. To remove local records, first export the data you need, then separately use the deletion workflow for the disconnected connection. The connection test…
• Deleting a WooCommerce connection …you need the local history. The connection test succeeds. Does that mean all data is synchronised? The test checks connection access at that moment. Separately review synchronisation results and retrieved order or product data. After changing the key, disconnecting or deleting, check connection status before any store operation.
• WooCommerce sales by product …. Item CONS-01 has 10 units sold and RON 200 net sales. Compare quantities and orders in the same period and currency and check variations before replenishment. Review current stock separately from the period’s sales. The product quantity differs from the sum of its variations. What should I check? Compare the product, included variations, statuses, period and synchronisation. Open orders explaining the difference and check returns. Do not use current stock as evidence of quantities sold in the past. The report dif…
• WooCommerce revenue …ipts. The report differs from the one viewed directly in the store. What should I check? Compare currency, date range, date type, order statuses and last retrieval. Review discounts and refunds and open orders explaining the difference. Current stock and downloads serve different purposes from the period’s revenue and are not added to it.
• Analyzing WooCommerce orders …ds. The report differs from the one viewed directly in the store. What should I check? Compare currency, date range, date type, order statuses and last retrieval. Review discounts and refunds and open orders explaining the difference. Current stock and downloads serve different purposes from the period’s revenue and are not added to it.
• WooCommerce sales by variation …. The report differs from the one viewed directly in the store. What should I check? Compare currency, date range, date type, order statuses and last retrieval. Review discounts and refunds and open orders explaining the difference. Current stock and downloads serve different purposes from the period’s revenue and are not added to it.
• WooCommerce sales by category …. The report differs from the one viewed directly in the store. What should I check? Compare currency, date range, date type, order statuses and last retrieval. Review discounts and refunds and open orders explaining the difference. Current stock and downloads serve different purposes from the period’s revenue and are not added to it.
• WooCommerce coupon usage …. The report differs from the one viewed directly in the store. What should I check? Compare currency, date range, date type, order statuses and last retrieval. Review discounts and refunds and open orders explaining the difference. Current stock and downloads serve different purposes from the period’s revenue and are not added to it.
• WooCommerce order taxes …. The report differs from the one viewed directly in the store. What should I check? Compare currency, date range, date type, order statuses and last retrieval. Review discounts and refunds and open orders explaining the difference. Current stock and downloads serve different purposes from the period’s revenue and are not added to it.
• WooCommerce digital product downloads …order. Compare the access time and user when resolving a request. The list shows download access records imported from the store. To check download entitlement, review the order and the buyer's permissions. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. Ion P…
• WooCommerce stock overview … Why? The stock report is current and is not limited by the statistics period. Check the product or variation and last retrieval. For adjustments, use Stock and review the reason and store result. The report differs from the one viewed directly in the store. What should I check? Compare currency, date range, date type, order statuses and last retrieval. Review discounts and refunds and open orders explaining the difference. Current stock and downloads serve different purposes from the period’s revenue and are not a…

Seller Central · eMAG

• eMAG connection …tions and delete the saved API password, preserving operational and tax history. The connection becomes disconnected and can only be deleted through a separate action. Remove a connection that has already been disconnected. The connection is lost; if there are linked tax records, Fluxe blocks the deletion and keeps the necessary data. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store …
• eMAG orders …delivery. Select the eMAG account and find the order by number, customer or status. Check the last sync before using the data to prepare the parcel. From Order actions, open Change status and choose the available operation. For cancellation, select the correct reason. Check the order number, confirm the change and press Apply in eMAG. Orders prepared by eMAG have their own workflow and are not changed through these actions. If the result is unconfirmed, use Synchronise status before another change. If the order has…
• eMAG stock … absent from reservations. For an invoice imported from eMAG, the inventory issue is applied after order completion and verification of line-item matching. If a review request appears, correct the match or balance before continuing. FBE orders do not automatically reduce own-warehouse stock; a credit note alone does not confirm physical receipt of a return. Before updating, check the intended eMAG product and warehouse. Use a confirmed quantity and track the result in the offer before making another adjustment. eMA…
• eMAG pricing rules …n the rule to view observations and decisions. A simulation recommendation does not change the offer; enabling changes in eMAG requires your confirmation and a review of the results. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. eMAG prices eMAG price schedules eMAG product…
• eMAG returns …y and condition. A request does not prove the product was received. Update stock and documents through the appropriate workflows only after supporting the transaction. Confirmation has an unclear result. Should I repeat the operation? Open the exact order in the store and check its status, changes and existing refunds, then the synchronisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, two refunds or two changes for the same request.
• eMAG customer invoices …inal. If the record needs checking, compare the issuer, number, line items and totals with the original document. Do not issue another invoice for the same transaction just to see it in Fluxe. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. eMAG waybills eMAG orders eMAG retu…
• eMAG messages and complaints eMAG messages and complaints Find where to continue a conversation about an eMAG order. To respond to a complaint, review the conversation in your eMAG account and check the order number, request and response deadline. In Fluxe, you can review the order on the Orders page. Keep the response and documents in the buyer's eMAG conversation. Viewing the Messages page in Fluxe does not send a response. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Star…
• eMAG VAT rates …stration. I have different rates for different markets. Which should I choose? Check the account’s market, product nature and tax regime applicable to the transaction. Use the documented classification and update the list if needed. Do not automatically copy a rate from another market. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links…
• eMAG logistics addresses eMAG logistics addresses Check the pickup and return addresses used by the eMAG account. Choose the account and review the synced addresses. Compare the pickup or return address with the location where the parcel is actually prepared. To correct account addresses, check the details in eMAG and update the list in Fluxe before using the address on a new shipping label. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if y…
• eMAG courier accounts eMAG courier accounts Identify the appropriate courier for shipping an eMAG order. Select the account and review the synced couriers. Check the service and courier account before preparing the shipping label. Confirm that the selection matches the order and delivery conditions. If the information has changed in eMAG, sync before issuing the shipping document. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have …
• eMAG parcel presets eMAG parcel presets Use appropriate parcel dimensions when preparing deliveries. Review the parcels saved for the eMAG account and compare their dimensions with the packed products. Choose the appropriate parcel when preparing the shipping label. Check the weight and parcel count for the current order; a parcel preset does not confirm your shipment's measurements. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you …
• eMAG profit calculator …ome costs are missing. Can I use the result? Complete purchase, commission, shipping and other applicable costs and check each unit and currency. Save the analysis after review and recalculate when conditions change. Do not treat an unknown cost as zero. The product has estimated profit, but available money is lower. Why? Compare actual receipts, due dates, costs and returns with analysis values. Estimated profit and the available bank balance are different measures. Check currency and omitted costs before deciding…
• eMAG profitability analyses …ts are missing. Can I use the result? Complete purchase, commission, shipping and other applicable costs and check each unit and currency. Save the analysis after review and recalculate when conditions change. Do not treat an unknown cost as zero. The product has estimated profit, but available money is lower. Why? Compare actual receipts, due dates, costs and returns with analysis values. Estimated profit and the available bank balance are different measures. Check currency and omitted costs before deciding on a p…
• eMAG estimated and actual profit …g the difference. Realised profit is below the estimate. Where should I look for the cause? Compare the same period, quantity and currency and check data coverage. Review orders, returns and sources of unconfirmed costs. Explain the total difference by component before changing price. The product has estimated profit, but available money is lower. Why? Compare actual receipts, due dates, costs and returns with analysis values. Estimated profit and the available bank balance are different measures. Check currency an…
• eMAG supplier product lists …s and prices. Upload the file received from the supplier and open the import to map its columns. Check the name, codes, quantities, currency and VAT treatment. Review invalid rows separately before using the list for a ranking. Uploading the list does not publish products or automatically confirm purchase costs. After processing, continue in Product ranking from the uploaded list. Check the selected filename before starting analysis, including when returning to an older list. eMAG Find the guide for the eMAG page y…
• Checking eMAG product listings Checking eMAG product listings Identify product information that needs to be completed. Select the product and run the listing analysis. Review the title and missing information, then check the suggestions against the product's actual attributes. The score reflects the assessment in Fluxe and does not guarantee ranking or sales on eMAG. Applying and publishing a change requires a separate product review. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysi…
• eMAG notifications …ld, and the order status has changed. Which should I use? Open the order and check its status and latest synchronisation. Use current information for your next action and keep the notification only as a record of the change. Do not generate documents from an unchecked historical status. The message or notification is read. Is the operation resolved? Open the related order, product or synchronisation and check its result. Reading a notification does not apply a correction or confirm payment or shipping. Keep the ope…
• eMAG dashboard …vity to continue. Select the account and review the summary of orders, products and syncs. Open the operation's page to check the information and take the next action. Check the last update before using the values to make a sales or purchasing decision. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before re…
• eMAG billing settings … sending data. The company invoices orders using a dedicated series. In account settings, check the series and preparation or issuing conditions and save after review. For a specific order, follow the resulting document and transmission separately from the setting. I changed settings. Do old invoices change? Check existing documents and the rules for new orders. A saved setting does not confirm issuing or correcting an invoice already issued. For an incorrect document, use the Billing correction workflow. The order…
• eMAG rates eMAG rates Keep the contractual rates used to calculate profit. Review rate profiles and check the marketplace, currency, service and applicable period. Use Add for a new profile or open the profile that needs updating. Transcribe the terms from your company's documents and confirm them after checking. Archiving stops the profile from being used in new calculations and retains the analysis history. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Sta…
• Checking an eMAG rate Checking an eMAG rate Review the values and versions of a rate profile. In Rates, open the relevant profile and check the saved document, period and terms. Correct any details that have changed and retain evidence of the applicable rate. A change creates a new version. Check the selected rate before recalculating products; previous analyses retain the conditions used at the time. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG co…
• Checking an eMAG profit analysis Checking an eMAG profit analysis Review a product's saved result, costs and scenarios. In Profitability analyses, open the calculation you need. Compare the product, quantity, price, currency and costs before using the profit figure or price thresholds. Download the analysis to keep the result, or create a copy to recalculate. Check the changed values before the new calculation; the previous result is retained. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit …
• Checking eMAG actual profit …ifferences between the estimate and the period's result. In Estimated vs actual profit, open the comparison and check the period, units sold and data coverage. Review cost sources and unresolved orders before interpreting the difference. Profit variance = actual profit − estimated profit for the quantity sold, in the same currency. The difference alone does not establish the cause; compare prices, quantities, returns and confirmed costs. eMAG Find the guide for the eMAG page you are working on: orders, products, pr…
• Checking an eMAG price schedule …and compare the product, price, financial analysis and next run. Check the history before changing or resuming the schedule. Use pause when the conditions need review and cancellation when the schedule is no longer needed. An unconfirmed submission requires checking the price in eMAG before trying again. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for …
• Checking an eMAG pricing rule …he limits, financial analysis, observations and decisions. Use Evaluate now to check the recommendation under current conditions. Activate live mode only after reviewing the simulation and confirming that prices may be written to eMAG. You can switch to simulation or pause; Resume in simulation lets you check again before activating live mode again. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connec…
• Checking an eMAG supplier list …Supplier list analysis, open the file and map the product, code, quantity, price and currency columns. Check the sales unit and number of products per package. Review invalid rows and continue processing after correcting the mapping. Keep the original file as a reference; reading the file alone does not confirm the product or cost. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet…
• Checking a supplier for eMAG Checking a supplier for eMAG Review the supplier's identity, sources and offers. In Suppliers and offers, open the supplier and check its identity and the information from sources. Confirm the supplier only after completing the commercial checks your company requires. Review offer versions and the terms for quantity, packaging and validity. Open the comparison for the product offer you want to purchase. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis…

Declarations and reporting

• Preparing and submitting returns to ANAF … of the Tax Procedure Code. D390 retains the deadline of the 25th of the following month, extended to the first working day where applicable. For November transactions, the deadline is 29 December 2025 and 28 December 2026 respectively. The special 21 December rule does not apply to this information return. Choose the company and period, then check form applicability and the tracked deadline. Compare identification details, tax registration profile, tax period and opening balances with the taxpayer's documents. Fin…
• Declaration D100 …7588. You found an incorrect amount in an already filed D100 Keep the original D100 and submission receipt. Correct the calculation and documents through permitted actions, then prepare D710 for the affected obligation and period; a new local D100 version does not amend filing. Dosarul D710 There are losses, a tax group, credits or special reliefs Check the case’s documents and legal conditions with the person responsible for accounting. Complete the full return in ANAF software; do not confirm standard circumstanc…
• Declaration D101 …bligations, payments and any amendments distinct. The page is intended for the standard case of a company subject to corporate income tax with a calendar tax year. Review the accounting result, tax adjustments, taxable profit, annual tax, D100 amounts and remaining difference. The year, taxable profit and annual tax form the basis of the working version. Tax is calculated on the exact tax base and rounded to whole lei only once. Example: RON 4,003.10 × 16% = RON 640.496, so the declared liability is RON 640; do not…
• Declaration D112 …tain the letter X according to the ANAF code list; for payment, check the Treasury account and liability details separately. Select the confirmations only after reviewing each employee's circumstances. Correct any flagged data or amounts before generating the file. Use Check and archive D112 to retain the check results in XML history. A closed payroll remains available as a source and retains its confirmed values. Download D112 software for the month and updated Soft J and check the last update date on the ANAF pag…
• D300 VAT return …t to the submitted XML version, without treating human confirmation as an automatic check of ANAF acceptance. Later adjustments includes a normal domestic transaction omitted from a documented VAT return under controlled conditions. An eligible sale is included only once on row 16, and a fully deductible purchase with 100% pro rata is included only once on row 33 of the selected period. For tax obligations whose statutory deadline is 25 December, the due date is 21 December. If 21 December is a non-working day, the…
• Special VAT expense report D301 Special VAT expense report D301 Build the file of special VAT transactions and check the tax point, exchange rate and legal basis before completing the official form. D301 concerns only special operations for which instructions establish VAT payable through this form. The special Article 317 code is not equivalent to normal Article 316 registration and does not make the business normally VAT-registered. The general deadline is the 25th, inclusive, of the month following the tax point. For new and used means of tran…
• Recapitulative Declaration D390 VIES Recapitulative Declaration D390 VIES Review intra-Community transactions by partner and VAT number, reconcile them with D300 and finalize the declaration in the ANAF application. D390 reports intra-Community operations under Article 325. File monthly by the 25th, inclusive, of the month following the tax point, only for months with reportable operations, even if D300 is quarterly. Separately identify supplies and acquisitions of goods, and supplies and acquisitions of services. Check VAT code validity and operation…
• Special VAT return D398 — OSS and IOSS Special VAT return D398 — OSS and IOSS Prepare transactions and corrections in euros for the selected special scheme, then finalise and submit the return in the ANAF application. D398 is used only for the OSS/IOSS special regime in which the person is registered and for eligible operations. EU and non-EU OSS are quarterly, IOSS monthly; the deadline is the end of the month following the period and does not move for weekends or holidays. While registered in the regime, also file a return with no operations as requir…
• D406 information return — SAF-T … and reconciled sources for the selected component. Annual asset reporting accepts a fully completed calendar financial year; for a non-calendar financial year or a transaction the checks do not cover, complete the report in software suitable for the circumstances. A periodic XML file does not automatically include the annual assets or on-request inventory components. OPANAF No. 1.783/2021 on SAF-T information, format, procedure and deadlines, with technical updates published by ANAF. Official ANAF page for D406 an…
• D212 single tax return …tegory and source. Open the D212 web form or official software and choose the return type and year. Complete identification, income, CAS, CASS and options, then review the summary. Generate the file and submit it through SPV or e-guvernare.ro using a qualified signature, as applicable. Download the acknowledgement and archive the submitted form and supporting calculations. For 2025 income, ANAF's 2026 materials state a deadline of 25 May 2026. For another year or a CASS option during the year, check the current for…
• Intrastat Statistical Declaration …ssification, country of origin, partner state and partner identification required by instructions. Quantity, net mass, supplementary unit, delivery terms, transaction nature and transport mode. Invoiced/statistical values, relevant transport costs, INS notification and previous declarations. Determine the obligation for each flow and starting month from annual cumulative goods values. Check the business profile and INS notification; one flow’s threshold cannot be offset against the other. Tax profile and registered…