Help

Organization

• Notes 8 Notes Notes Quick internal notes with inline links to local documents and attachments. from-slate-500 to-cyan-600 admin.apps.show Simple internal editor, no complicated menus Search documents directly from * Local attachments and quick editing Notes Quickly write down internal ideas and information and link them to relevant documents or files. Write notes and schedule reminders Keep an activity's context in notes Write internal information, link relevant documents and update the note as work progresses. Schedule …

Integrations and support

• Customer support …600 admin.apps.show Create tickets Client replies Internal request management Customer support You send requests to the support team and keep all responses 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; t…

Accounting

• Balance sheet: checking financial statements …xplanatory notes, the directors' report and, where applicable, the auditor's or statutory examiners' report. The Fluxe preview table does not replace mandatory attachments. Prepare the Article 30 statement on accounting policies, a true and fair view and going concern. Check preparers and signatories, approval of the statements and profit or loss documents, as applicable. Use the entity's actual documents and required approvals. Validate the file and attachments with the official software for the reporting year, si…

Customer support

• Send a support request with relevant documents …count documents, search by name or ID and select the correct item. For a new file, use Upload from device and check the selected attachment. Reread message and attachments, then choose Send ticket. Check the created request and retain its number for follow-up. The problem and required documents are retained in an identifiable request available to support. Several documents have the same name. Use the document ID from its details or preview. Check the selected item before sending and specify the operation concerned.…
• Track replies and close a resolved request …cations for the same problem in the existing ticket. Close marks resolution and retains history. Delete is separate: it removes conversation and ticket-managed attachments, so do not use it when history must be retained. Continue the discussion and confirm resolution The existing ticket and result of the check requested by support. Open Support, find the request by subject or number and read the latest reply and status. Check the indicated steps in the application. If the problem continues, describe the result and …

Notes

• Keep an activity's context in notes …eps unsaved text in the current tab. After reloading or returning to the same tab, choose Resume draft. Save before closing the tab or changing device; unsaved attachments must be selected again. Discard draft removes only the unsaved version. Write the note and link documents The observation text and documents, orders or files explaining the activity. Press Add, enter an easily recognised title and write what needs checking, the relevant document and agreed deadline. Use Link document and search by identifying det…

Instrumente · Document templates

• Creating and tracking documents …m and check the preview. The generated document still needs details completing. Can I send it? Preview every page and complete the necessary details, items and attachments. Check the people and company the document concerns. Send or sign the final version only after review; choosing a form does not automatically confirm its contents are correct.

Instrumente · Handwritten signature

• Document signing …signature and adjust its size. Choose the page and place the signature in the correct position. Review each document before submitting. If you add documents or attachments, they reach the sender only after you confirm and submit the signature. You can delete an attachment uploaded by mistake before submission. Read the terms and the privacy and cookie notices. Select the confirmation only if you accept responsibility for signing the documents and acknowledge that the IP address and browser are recorded as signing e…
• Signing drafts …ocuments to sign, search the name, check the source and update time, and open Preview. Continue signing only the complete version, with the correct parties and attachments. I found two documents with the same name. Which should I sign? Compare the source, update date and preview contents, including attachments. Confirm the final version with the responsible person before signing. Identical names do not prove identical contents. Can I request another signature on an already-signed document? Start from the latest sig…