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Start and account

• Subscriptions …eases the reserved amount. Requests cannot be deleted from the partner account. A later IBAN change applies to future requests; a submitted request retains the bank details you confirmed. If you notice a mistake, contact Customer support and identify the request number before submitting another. Open Withdrawals Invoice your commission and track SPV From Account, open Commission invoicing and SPV. You can upload an invoice issued in your company's software or enable Automatic invoicing in Fluxe. Your company is the…

Security and communication

• Contact page …ment’s currency. Track an issue with an invoice in your account through Support, using the document reference. Frequently asked questions and solutions Several bank accounts are available. Which should I use? Check the payment instructions and invoice currency, then compare the beneficiary and IBAN on Contact. Do not assume all accounts suit the same payment. If details differ, ask for clarification through the contact channel before transferring money. What information should I send so the issue can be checked? Gi…
• Frequently asked questions …re saving it for your company's documents. In Risk Analysis, click Risk Assessment for the company's tax ID. intrebare-5c8edd69a6 basics How do I save the company's bank accounts? In My account → My company, keep the IBANs used in documents. When no account has been saved yet, Fluxe can suggest the account holder's IBAN from a bank statement or the issuer's IBAN from an invoice issued by your company. Verify that it belongs to the company and confirm with Add this IBAN; counterparty accounts from transactions are n…

Company activity

• Billing …, and supporting document. The payment starts from the remaining invoice amount. You can select multiple invoices for the same customer, reduce the amount, use the bank's exchange rate, and attach the bank statement or payment order; for cash, the receipt is checked and automatically generated. Receipt preview with Model 1, Model 2 and document appearance customization 1. Choose Model 1 or Model 2 → 2. Open model settings → 3. Customize background, delimiters, amount, logo, and language; Model 2 keeps the cursive t…
• Documents …thout changing your colleagues' settings. Uploading supporting documents Upload invoices, statements and receipts as you receive them, then complete or check the details before confirmation. Automatic reading is available in Professional for 200 documents per month and in Business without this cap. Document scanning Photograph a document with your device and prepare it for review. Find information in your account Find documents by title or their text and narrow the results by source, type and date range. Checking e…
• Accounting 4 Accounting Accounting Accounting center for approved documents, verifiable VAT, bank reconciliation, double entry ledger and controlled data exchange. from-blue-500 to-indigo-600 admin.apps.show Financial dashboard for the SRL utilizator autorizat VAT confirmed separately from automatic suggestions Balanced ledger and controlled periods Bank reconciliation with human confirmation Traceable imports and exports Accounting Prepare and organize documents, taxes, balances, periods and exports for the company's checks …
• Customers …ial statutes and operational follow-up Customers You keep customer, supplier, and individual data, along with their activity history. Organise business partner details and documents The export popup from the Customers application, with period and source application The export allows for the Entire period or an exact interval and can separately extract contacts from Customers, Invoicing, Documents, or eMAG. Identify the business partner and update contact details Keep an accurate customer, supplier or individual rec…
• AI Assistant …ith minimal, controlled AI routing. from-violet-500 to-indigo-600 admin.apps.show Conversational search in company documents Monthly statements with charts and bank coverage Customers with unpaid balances and payments due Guided document issuance, reminders and support Local processing before Fluxe AI routing AI Assistant Find company information, prepare documents and organise tasks through conversation. Review the proposal and confirm before an operation changes data. Make the request and review the proposal Requ…

Organization

• Tools …ats 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 transfer Send files or request documents through a PIN-protected link. Choose the access period and track the files received. Vehiculele firmei Administrează vehiculele și șoferii, verifică alimentările și pregătește foile de parcurs. Companie U2 SRL pregătește o ofertă în Documente tipizate, verifică valorile și s…
• Handwritten signature …he public external signing page with the form in the sidebar, rotation beside the slider and document controls below the preview Review the documents, enter signer details and set the signature position on each document. Submit the signature after checking all documents. Prepare a quote for Atelier U2 SRL and request Ion Popescu’s signature. Select the correct version, check the recipient and send the request. The request remains pending until signing is complete; check the result in the final PDF in Signing histor…

Integrations and support

• Seller Central …raphical WooCommerce operation editor with one card level, selectors, fields, and flat lists Choose the information you need, complete its section and check the details before saving. Separate stock for WooCommerce product variations Each variation has its own quantity, status, and stock adjustment actions. WooCommerce row extended with the inline form for stock and reason After selecting the action, the form expands under the product or variation and displays only Stock and Reason; the page does not change. WordPr…
• Customer support …and add the missing information or answer the questions you received. Check its status and latest reply. Do not send passwords, authentication codes or full card details; you can create a separate request for a different issue. What information should I send so the issue can be checked? Give the page, document or operation, approximate time, steps taken and full displayed message. Attach only the relevant screenshot, without passwords, authentication codes or card details. Reply in the same request for the same iss…

AI Assistant

• Requests and confirmations in AI Assistant …tatus. Without a date range, search uses the entire available history; continue with “What about September?” or “What about receipts?”. Total outflows = sum of bank debits and cash payments found; total inflows = sum of bank credits and cash receipts found. Each currency has separate totals. When viewing transactions, you can enter an abbreviated business name or one with a minor typo. The assistant shows the name identified in available data and uses the official register name when the business has a tax ID and is…

Accounting

• Organize your company's dashboard …iced value in RON, after credit notes and excluding advances. Other currencies are not added to RON. In today's activity, Fully covered means that linked and confirmed bank statement amounts cover the invoice total in the same currency; Partially covered means they cover only part of it. Check the allocations before considering an invoice covered; suggestions and cash receipts do not confirm bank coverage. In the browser: shortcuts and grid customization Choose Add card to see the report with company data before ad…
• Validating documents before accounting recognition Validating documents before accounting recognition Check the original, classification and period before the document feeds registers and returns. Confirming details and preserving the original The accounting suggestion prepared after approval has no accounting effect without human confirmation. Check classification, date and accounts before preparing and posting the entry. Discarding an uploaded document keeps it recoverable for 7 days. Check the selected document before removal and use the available recovery if yo…
• Bank reconciliation: allocating statement movements Bank reconciliation: 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…
• 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…
• 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…
• 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 …idiary account ledgers for double-entry bookkeeping. The receipts and payments journal and inventory register for single-entry bookkeeping. Customer, supplier, bank, cash, stock and fixed asset statements at the takeover date. The latest filed returns and accepted filing receipts. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Choose the start date with the person who kept the previous records. Establis…
• Accounting periods: opening and locking …eate it. Check its status before preparing documents, entries or adjustments dated within that interval. Before locking, resolve unvalidated documents, drafts, bank differences and closing checks. Compare the trial balance and registers with supporting documents. Draft notes ciorne Closing month Confirm closing only after checking the period and displayed consequences. Retain reports supporting the balances; subsequent corrections must preserve history. An entry cannot be posted on the selected date. Check that exa…
• From supporting document to draft journal entry … any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period and check source approval. For bank transactions, first confirm allocation to the document. Document validation Bank reconciliation Under ‘Sources for drafts’, find the source and compare role, date, amount, currency, partner and VAT treatment. Open the document if there is a difference. Use the preparation action available for that source, review the proposal and confirm the draft only i…
• Correcting posted entries through reversal … confirmation. Follow only steps applicable to the company's legal form and accounting regime. Find the entry under ‘Posted entries and reversals’ and open its details. Check every line and the source document, including previous corrections. Establish what you are correcting: document, 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 confir…
• Fixed assets …ng value = recorded value − planned depreciation to date; planned progress = planned depreciation to date ÷ recorded value × 100. For an eligible asset, check the details in Prepare derecognition before confirming. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules OMFP No. 1.802/2014 — the accounting framework for entities applying these regulations OMFP No. 170/2015 — fixed asset records in single-entry bookkeeping 10 September …
• Payroll: calculating and reviewing the month …ncome tax and net pay. Resolve flagged checks before confirmation. Confirm payroll only after reviewing every line; download ‘PDF summary’ and compare totals. ‘Bank payments CSV’ prepares payment data and does not execute transfers. Check payroll entries and liabilities, then open D112 for the same month. Complete declarant details and required confirmations; continue in the official software to validate the final return. D112 Draft notes ciorne An employee is missing or the salary is incorrect. Check start and end…
• Month-end closing before returns …upporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The month's approved documents and bank, cash, stock and fixed asset registers. The trial balance, account ledgers, balance explanations and depreciation computation. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Choose the period and review the closing checklist. Resolve each bl…
• Expense reports … amount owed). For example, with RON 300 approved 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 …
• RON bank journal RON bank journal Check receipts, payments and the balance of each bank account in RON. The confirmed statement A statement's movements appear only after its approval in Validation. Check the statement's bank, account, currency, period and balances before comparing movements 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 doc…
• Foreign currency bank journal Foreign currency bank journal Check receipts, payments and the balance of each bank account in foreign currency. The confirmed statement A statement's movements appear only after its approval in Validation. Check the statement's bank, account, currency, period and balances before comparing movements 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…
• Orders … — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare accepted order, delivery details and related documents. 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 company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add order’, select…
• Contracts …pare dates and values. For corrections, retain the document and check previously confirmed effects separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. An invoice exists, but the order is incomplete. What should I check? Compare ordered, delivered and invoiced items and quantities and their linked documents. An invoice ma…
• Generating invoices from contractual instalments …re dates and values. For corrections, retain the document and check previously confirmed effects separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. An invoice exists, but the order is incomplete. What should I check? Compare ordered, delivered and invoiced items and quantities and their linked documents. An invoice may …
• Daily allowances …n. 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 employee. Payroll reconciliation and payment require separate verification; the computed amount does not prove payment. Continue to the related records and compare dates and values. For corrections, retain the docu…
• Vehicle logbooks: routes and vehicle use … supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare vehicle logbook, vehicle details, actual routes and consumption documents. 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 company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘A…
• Prepaid expenses: allocation across periods …are dates and values. For corrections, retain the document and check previously confirmed effects separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. The monthly value differs from the amount paid or received. Why? Compare the period the goods or service concern and its allocation with the original document. Payment and …
• Deferred income: recognition in the correct period …are dates and values. For corrections, retain the document and check previously confirmed effects separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. The monthly value differs from the amount paid or received. Why? Compare the period the goods or service concern and its allocation with the original document. Payment and …
• Single-entry transaction list …re dates and values. For corrections, retain the document and check previously confirmed effects separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. I see two operations with the same amount. Can I remove one? Compare each entry’s source document, date, direction and purpose. Two equal amounts may represent distinct oper…
• Payment instrument processing: checks Payment instrument processing: checks For checks, check the allocation to invoices and track bank confirmation separately. 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 payment instrument and documents for its issue or receipt. The related invoices and statement confirming collection or payment, once it has occurred. Check the active company, period and editing permission before any confirmation…
• Payment instrument status: checks …nting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Issued and received instruments, their allocations and relevant bank statements. 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 period and check the series, number, company's role, parties, amount and recorded dates. Compare due dates and status with the original and bank evidence. Check each instr…
• Payment instrument processing: promissory notes Payment instrument processing: promissory notes For promissory notes, check the allocation to invoices and track bank confirmation separately. 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 payment instrument and documents for its issue or receipt. The related invoices and statement confirming collection or payment, once it has occurred. Check the active company, period and editing permission bef…
• Payment instrument status: promissory notes …nting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Issued and received instruments, their allocations and relevant bank statements. 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 period and check the series, number, company's role, parties, amount and recorded dates. Compare due dates and status with the original and bank evidence. Check each instr…
• Balance sheet: checking financial statements …he inventory file: authorization, lists, balance confirmations, minutes and approval of how differences are treated. Customer and supplier statements, verified bank statements and cash, stock, assets, depreciation, loans, provisions and applicable adjustments. Closing entries and documents, tax computation and liability reconciliation. Previous financial statements and documents required for the entity's category: explanatory notes, directors' report, audit or statutory examiners' report where mandatory. The respon…
• RO e-Transport in Accounting: document control RO e-Transport in Accounting: document control Check transport classification, missing details and evidence linked to the 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 invoice, delivery note, order and transport documents. Party details, route, vehicle, goods, quantities and UIT documents, if required. Check the active company, period and editing permission before any confirmation. Follow only …
• Chart of accounts: add and edit from the form …; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. The company tracks two banks through separate subaccounts. In Chart of accounts, check the code, name and link to the correct account, and save after review. Creating a subaccount does not automatically move another account’s balance; check the entries using it.
• Suppliers …only. Suppliers identified in the company’s documents and cash outflows appear automatically. Check their identity by tax ID, not only by name, and compare the bank details with the supplier documents before payment. 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 differe…
• Customers …“Customers” for the active company and search for the existing record before adding a new entry. Compare name, tax identification, address, country and contact details 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. Customers from the Customers application and buyers identified in sales documents or cash receip…
• Delivery addresses: add and edit from the form … before adding a new entry. Compare customer, recipient and full delivery address 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. 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. C…
• Agents: add and edit from the form …ing 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 and does not prove collection or service delivery. Check the form and save the item. C…
• Items: controlled addition and editing …t of measure, type, inventory location and price against the documents. For a new item, use “Add item”. For an existing one, select the row and choose “Edit row details” in its details and options window. Complete the pop-up form only with values supported by documents. Check all fields in the form and save. If you cancel before saving, the existing catalog values remain unchanged. If a validation error appears, correct the indicated field in the same form and try again. The other items are not affected. After conf…
• Item and service types: add and edit from the form … existing record before adding a new entry. Compare item type and economic nature 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 whether the item should be tracked as stock, a service, a low-value asset or a fixed asset. The label must match actual use and accounting classification. Check the form and sa…
• Item groups: add and edit from the form …sting record before adding a new entry. Compare code, name and items in the group 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. Use the same classification when comparing periods. Commercial grouping alone does not determine deductibility or VAT treatment. Check the form and save the item. Close the form befo…
• Warehouses: add and edit from the form …efore adding a new entry. Compare code, name, status and warehouse responsibility 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 every receipt, consumption and transfer document against the actual warehouse. Do not offset a shortage in one warehouse with another's stock without a supported transfer. Chec…
• Branches …ng a new entry. Compare identification, address and link to the recorded activity 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 document and warehouse assignment. Separating business locations does not replace checking which taxpayer issues documents or files returns. Check the form and save the item. C…
• Vehicles …adding a new entry. Compare registration number, characteristics and expiry dates 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 source document for each date and update on renewal. Before using expenses in tax computation, substantiate the vehicle's purpose and use. Check the form and save the item.…
• Routes: add and edit from the form …cord before adding a new entry. Compare departure, destination and route distance 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 actual route in each vehicle logbook. A saved route does not prove the journey occurred. Check the form and save the item. Close the form before adding or editing another i…
• Contract types: add and edit from the form …the existing record before adding a new entry. Compare contract name and category 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. Select the type according to the signed contract's subject and terms. Check instalments, advances, due dates and invoicing terms separately. Check the form and save the item. Close t…
• Operation types: add and edit from the form …ding a new entry. Compare transaction type and its use in the accounting workflow with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then correct only information you can justify in the form. Calculated values and historical links remain available for checking only. Compare the transaction's nature with the document. A payment, purchase and stock movement may have related documents but different accounting effects. Check the form and save the it…
• Types of documents: add and edit from the form … a new entry. Compare document category and the workflow in which it is processed 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 whether the document is an invoice, delivery note, receipt, statement or another supporting document. A delivery note or proforma must not automatically be treated as a tax inv…
• VAT rates: add and edit from the form … before adding a new entry. Compare rate, effective interval and transaction type 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. Do not select a rate solely from the product name or last rate used. Check the date, legal category and transitional rules; preserve historical documents' treatment. Check the form a…
• Cost centers: recording and allocation …y in “Catalog” to add or correct a center. Search for the existing entry before creating a new one. For an existing centre, select the row and choose “Edit row details” in its details and options window. Once the centre has been used in an allocation, only its name can be corrected; the code, type and historical hierarchy remain protected. Check the pop-up form and save the center. For another center, close the form and start editing the corresponding row separately. Review ‘Master data’, ‘Allocations’ and ‘Profit …
• Profit centers: recording and allocation …y in “Catalog” to add or correct a center. Search for the existing entry before creating a new one. For an existing centre, select the row and choose “Edit row details” in its details and options window. Once the centre has been used in an allocation, only its name can be corrected; the code, type and historical hierarchy remain protected. Check the pop-up form and save the center. For another center, close the form and start editing the corresponding row separately. Check revenue assignment and expense allocation …
• Currencies and exchange rate checks: add and edit from the form …efore adding a new entry. Compare currency, exchange-rate date and quotation unit 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 rates used for the document, receipt or payment and accounting valuation separately. If a currency is quoted for multiple units, account for that unit in the computation. C…
• Employees: adding, editing, and payroll details …l December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 Identity documents and information required for hiring. The contact details and bank account provided for salary payment. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Search for the employee by name and internal number before adding a new person. For a new person, use “Add employee” and check the personal identification nu…
• Employment contracts: the version applicable to the month Employment contracts: the version applicable to the month Record contract details and amendments without losing confirmed payroll history. 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 The s…
• Supplier situation: checking and explaining amounts … 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: checking the period's documents e-Invoices: checking the period's documents Suppliers The supplier invoice is RON 1,000 with a RON 600 allo…
• Customer situation …y 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 currency: checking the period's documents Customers The customer has a RON 500 invoice and a RON 300 receipt. The outstanding receivable is RON 20…
• Receipts and payments journal for single-entry bookkeeping …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 receipt or payment date, direction, amount and document. Separate transfers between own accounts from business income and expenses. Operations list Compare register rows with bank and cash records. An unpaid issued or received invoice must not be confus…
• Account Mappings …ccounting data Checking the ledger before recording and reporting Partner Mappings Item mappings The receiving program uses a different subaccount for the same bank. Confirm the correspondence between accounts representing the same activity and check the file before transfer. Similar codes are insufficient for mapping.
• Partner Mappings …ting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare source document and partner tax details. 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 ‘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…
• Accounting Home …re comparing 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 comp…
• 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 …indicated task and resolve the document or record at its source. Return to this page to check whether any items still need clarification. Period status Compare bank and cash inflows and outflows with supporting documents and substantiated balances. Uncovered differences require checking associations; drafts and unresolved differences must be addressed before the accounting close. For example, an approved invoice and a draft entry do not have the same effect on the trial balance. Check the entry in the General journ…
• Managed company …e 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 another CUI, f…
• Cost centers — Catalog …history. Adding and correcting a centre Search for the code and name before using Add centre. Complete its identification and place in the hierarchy, check the details and confirm saving. A centre already used in allocations retains its code, type and hierarchy; you can correct its name. For example, the Atelier București centre can separate the activity of that business establishment. Keep a stable code and avoid centres with nearly identical names for the same activity. Deactivation and restoration Delete require…
• Profit centers — Catalog …history. Adding and correcting a centre Search for the code and name before using Add centre. Complete its identification and place in the hierarchy, check the details and confirm saving. A centre already used in allocations retains its code, type and hierarchy; you can correct its name. For example, the Atelier București centre can separate the activity of that business establishment. Keep a stable code and avoid centres with nearly identical names for the same activity. Deactivation and restoration Delete require…
• Treasury advances …ment In Add advance, check the holder, purpose, currency and amount. Creating the advance does not record a payment. Associate the payment only after comparing bank or cash evidence with the advance's person, date and currency. A payment order alone does not prove the transfer. Confirm the amount within the available balance of the evidence; the same payment cannot finance the same advance twice. Repayments and supporting expenses Net transferred = Confirmed advance payments − Confirmed repayments, in the same curr…
• Expense reimbursement requests …d 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 expenses, journal entries or payments. The two ap…

Archive

• Check and download selected files …selection Files identified in the correct location and device space for downloading. Open file preview and check name, content and pages. Zoom for hard-to-read details. Open the menu by right-clicking on a computer or long-pressing on a phone. Download saves a device copy. For multiple files, select needed items. If using Select all, check location, filter and selected count before continuing. Download the selection and check received files before sending them. Originals remain in the company's workspace. You obtai…

Billing

• Invoice creation …dditional fields for the delegate and commercial references, and Show optional fields for payment method and invoiced period. Enter only applicable details. For bank transfer, check the company's IBAN in invoice currency. Billing period start and Billing period end transmit the invoiced interval; free description remains a note. Check selected delivery address and GLN, if any, before issuance. These details are also included in the e-Factura document. Choose a currency available in the BNR catalogue and check the r…
• Drafts in Billing …rrency, 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 and issue it before using it as a final document. With Signing access, you can sign or request a signature for any draft document type. Check the version and details before continuing: signing a draft does not issue the document. For a final document, issu…
• Issued documents … only when you fill them in at issue. Prepared by is not filled in automatically. Dispatch details and Receipt signature remain on every template. The issuer’s bank accounts appear beside the business details only if marked as visible on invoices in the business account. RO e-Factura details appear once submission or validation information exists. To check a finalized document without downloading it, open its title in Issued documents on your phone or computer. The preview shows the issuer, client, dates, currency,…
• Collections and receipts …e all values in the invoice currency. A fully credited invoice has no remaining amount available for a new receipt. If you already recorded the payment through the bank, match the statement transaction with that receipt's document. An invoice collected in cash must not be collected again by linking its receipt to a bank credit. Depositing cash in the bank is tracked as a transfer between cash and bank. To correct a reconciliation already posted to the accounts, first record the reversing entry and then reject the i…
• Payment orders …ion; check the actual transfer and statement separately. I created the order. Why does the supplier still show as unpaid? A prepared order does not confirm the bank debit. Check the completed transfer, statement and allocation to the correct document in the payment workflow. Compare the beneficiary, currency and amount before treating the liability as settled. The payment order is created. Is the supplier invoice already paid? The order prepares the payment instruction. Check execution at the bank and the statement…
• Customers in Billing Customers in Billing Save customer details for future invoices and consult documents already issued. Open customers with issued invoices and customers saved for future invoices. The list shows the issued invoice count, latest invoice date and customer status; View invoices automatically applies the appropriate filter in Issued documents. Invoice creation Drafts in Billing Issued documents Collections and receipts Începi colaborarea cu Atelier U2 SRL. În Nomenclator → Clienți alegi Adaugă client, completezi identita…
• Product and service catalog …e catalog Keep reusable billing items and track their links to connected stores. Open the list of frequently used products and services. The product or service details can be reused 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 connecte…
• Billing settings and the ANAF connection …red automatically on saving; for an existing series, it is prepared on the first download. The responsible person is taken from Full name in My company. Check the details before signing. Drafts are excluded from the issued document count. For a single document covering all series, use Download the decision for all series below the cards. The document includes every configured company series, regardless of page filters, with the document type and starting number. Its date is the date of the oldest numbering decision…
• Billing reports …0), in RON for the summary. Credit note amount is the positive amount reducing the original invoice. The same receipt is deducted once, including when it also has bank confirmation. Amounts reserved for receipts in preparation are not confirmed receipts and do not reduce the balance. Overdue = sum of remaining balances on invoices due before the current day in Romania. Due in the next 7 days = sum of remaining balances due from today through 7 days ahead, inclusive. An invoice due today is not overdue. Receipts and…
• Incoming invoices …ue in the document addition workflow. After reading, check supplier and CUI, recipient, series and number, date, currency and total; complete or correct missing details before use. A file 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 …
• SPV messages …eval, PDFs continue saving in the background. Previously retained messages remain accessible through the report's period and search. Period and search by message, details or SPV ID apply to the table, indicators and both charts. Trends use message date or, if missing, retrieval date. Without either date, the message remains in All time and type distribution without a position in trends. Messages by type counts messages in each category, not accepted or rejected invoices. Open Preview or Download and read the conten…

Calendar

• Check documents and due dates for a day or month … linked to that document. For an unapproved document, use Moderate if you have edit permission. Correct from the original, wait for saving and confirm verified details only. You identified the period's documents, necessary checks and invoices still outstanding. I cannot find the required document. Expand search to Across Calendar and check active filters. The document appears by its own date, which may differ from upload day. If the date is not yet established, also search Documents or its originating application. …
• Correct a document date in Calendar …hes 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 accept it merely to remove the flag. Compare the original, use Change date for the correct day and check Moderation information before ap…
• Check daily activity and recover a deleted document …o an old document, select today. Open Activity and find the operation. For downloads or other actions absent from the initial list, choose All actions. Compare details, including Before and After where available. To check account access on the selected day, expand Daily sign-ins and compare time, device and browser with recognised sessions. To retain records, choose Export Excel and check date and company in the downloaded file. For accidental deletion, check the event's document and choose Restore. Find the recove…

Customer support

• Send a support request with relevant documents …ng 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 describe what you did, expected result and displayed message. Include document nu…

Customers

• Identify the business partner and update contact details Identify the business partner and update contact details Keep an accurate customer, supplier or individual record and avoid duplicates. Contacts Before adding a business partner, search by name, tax identifier, email or phone. Application narrows to the selected origin. The same record may appear in Billing and Documents without being a duplicate. Editing the contact does not rewrite issued documents. Find the business partner and complete the record Verified business partner details: personal or company name, tax …
• Elimină un contact fără să pierzi documentele …Când elimini contactul, factura rămâne păstrată; eliminarea nu anulează factura și nu înregistrează o încasare. Identify the business partner and update contact details Check a customer's documents and sales Import contacts and export the required list
• Check a customer's documents and sales …et sales are RON 2,000 and net quantity is 8 hours. A RON 1,200 receipt is checked separately in payment documents. Identify the business partner and update contact details Elimină un contact fără să pierzi documentele Import contacts and export the required list
• Import contacts and export the required list …pload. For export, the period uses last activity in the selected source application; All time removes the date restriction. Prepare the file and check imported details The Excel file completed from the template and verified details of contacts to import. In Customers, choose Import and download Excel template. Keep its structure 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 c…

Documents

• Configure keyboard shortcuts …uently used features. Preferences are saved in your account, including when you work as an accountant with several companies. Shortcuts open features; checking details and confirming documents remain separate. All combinations use Ctrl on Windows/Linux or Command on Mac, a letter or number and, optionally, Shift. Find the feature in the list grouped by application. Disable removes the combination, while Restore defaults returns to the initial shortcuts, including Ctrl/Command + F for search and Ctrl/Command + Shift…
• Uploading supporting documents Uploading supporting documents Upload invoices, statements and receipts as you receive them, then complete or check the details before confirmation. Automatic reading is available in Professional for 200 documents per month and in Business without this cap. Professional includes automatic OCR reading for the first 200 documents of each calendar month. After reaching the limit, continue uploading files: choose the document type, enter details from the original and confirm accuracy. The limit resets at the start of t…
• Document scanning … 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 and legible text. Check the preview and prepare any other required pages before submitting. After processing, compare the detai…
• Find information in your account …the category row. Here you can find blank templates and your saved custom templates by their chosen name. My templates results open a new document with retained details and customisations. Documents already issued are in Documents. View all results retains the Templates category. In Filters, narrow templates by Category and Family and sort by Name A–Z or Name Z–A. Opening a result takes you to the template form; complete and check the details before saving or issuing. Pentru restrângerea după tip sau perioadă, desc…
• Checking extracted documents Checking extracted documents Compare the recognized data with the original document and correct the information before 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. F…
• Document validation …ummary with the original The complete 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 …

Notes

• Keep an activity's context in notes …ting a copy. 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 …

Seller Central

• WooCommerce …e has new orders and an updated product. Check the connection and latest synchronisation, then go to Orders for each payment and delivery and Products for item details. Check invoices and stock on their own pages. Magazinul nu aduce date noi. Cum verific? Select the exact store and check its connection and latest synchronisation result. Check for new changes in WooCommerce. If a transmission has an unclear result, check the store’s status before repeating it. The module is active, but I cannot see store data. What …

Tools

• Document templates Prepare contracts, quotations, requests and other documents from templates. Fill in the details and download the document.

Instrumente · Document templates

• Creating and tracking documents …settlement transferring real estate rights, check the required notarised form before signing; the form does not replace the notarial deed. Check the prefilled company details and enter the information you know. Fields are optional: blank fields remain free for handwritten completion. For an offer, item value = quantity × unit price; if the quantity or price is missing, the total stays blank. Choose whether the document includes the company logo, header, page numbering and footer. Options are selected separately, al…
• Decisions and numbering series …s the series and first number for each included item. Document templates Prepare contracts, quotations, requests and other documents from templates. Fill in the details and download the document. Creating and tracking documents Your company’s invoice series starts with F, and the next number is 101. Prepare the numbering decision using the actual period and series, and check the responsible person before finalising. Copying the series into the form does not consume number 101; check the numbers actually assigned wh…

Instrumente · Document transfer

• Request documents through a link … Receive missing documents from a customer or collaborator in one place. An active Business plan is required for this activity. Ask Ion Popescu for one month's bank statement and invoices. After the first upload, check the list and reopen the request if more details are needed; files already received are retained. The recipient forgot a document? Reopen the request from its page while the link is active. If expired, create a new request. Receiving files does not mean document approval or accounting registration. Re…

Instrumente · Handwritten signature

• Document signing …rom Signing history using Request signing. Search and select up to 10 existing documents or upload the files to be signed. Choose Link + PIN to share the access details yourself, or Email to send them from Fluxe. Check the selection and recipient before Generate link + PIN or Send email. Track the request in the Signing dashboard under Pending signatures or in External requests. The recipient must have a Fluxe account. They open the link, log in if not already signed in, then enter the PIN and review the documents.…

Instrumente · Legislation 2026

• Check a situation under Romanian law …riate 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 returning frequently. Articles retained with the answer remain linked to the source consulted then; check the current version separately before applying it. An article from copyright law, wit…

Instrumente · Risk analysis

• Analyse a company's financial risk …nover × 100. Liabilities / assets (%) = total liabilities ÷ total assets × 100. Financial autonomy (%) = equity ÷ total assets × 100. Cash / liabilities (%) = cash and bank balances ÷ total liabilities × 100. Expenses / income (%) = total expenses ÷ total income × 100. Annual change in RON = current value − previous year's value. Annual change (%) = 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 anal…

Instrumente · Tax calculator

• Estimate taxes for your activity …n Scenarios to compare, enter a name and choose Add current calculation. Keep up to five scenarios for the current company in your session. Resume scenario opens details in advanced mode for a new calculation. Download the report with annual and monthly results, entered details, year and assumptions before signing out. Analyse tax options and compare annual personal net income, taxes and included costs. The result shows only scenarios calculable from your answers. Check suggestions' legal basis and confirm classifi…
• Check an expense's deductibility …f RON 100,000, with no cap used, RON 2,000 may be deducted if conditions are met; the difference is RON 1,000. No deductible amount appears? Enter the required details and check eligibility. Some categories have personal or payroll limits requiring an additional calculation. Employee insurance exceeds the tax-free cap? Check payroll treatment; exceeding the employee benefit cap does not automatically make the company's cost non-deductible. Classify the expense and check its deductible limit In Tools → Tax calculato…

Seller Central · WooCommerce

• WooCommerce connection …on confirmation, check status and generate a new code before trying again. If the plugin version has no Connect by code, use manual configuration: copy connection details from Fluxe into the plugin, including Key ID and secret, then test the connection. Enter the code and access details only in the correct store's administration and do not share them with others. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connecti…
• WooCommerce overview and synchronisation …d synchronisation Track the store's latest update and check differences before continuing operations. Prepare the order, product or other permitted operation's details before sending them to the store. Check each line and confirm the data you are sending. Fetch the store's orders, products and customers. Progress and any errors appear in Settings → Synchronisations. Explicitly choose the version kept when Fluxe and WooCommerce have modified the same resource. Keep WooCommerce overwrites the local copy; Keep Fluxe s…
• Invoicing WooCommerce orders …Can I generate another? Check the order’s linked document, issuer, number, total and status. Open the existing invoice before generating anything. For incorrect details, follow the invoice correction workflow; do not create a duplicate for the same sale.
• WooCommerce statistics …ul refunds RON 50. Net sales = 1,000 − 100 − 50 = RON 850. Check taxes and shipping separately for total sales; RON 850 does not prove the amount received in the bank. Statistics revenue does not match receipts. Why? Check the currency, period, statuses and date used in the report. Compare discounts and refunds, then payments and processor settlements. The order report measures included sales; it does not by itself confirm bank receipts. The report differs from the one viewed directly in the store. What should I ch…
• WooCommerce orders …d 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 connection to connect your store to Fluxe. For daily work, choose the orders or products page or the…
• Organising WooCommerce orders …nu, choose Preparation and history. Enter the assignee, priority, deadline in the store's time zone and, if applicable, the blocker reason. Save the 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…
• WooCommerce costs and analysis …duct 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 purchase or price reduction.
• WooCommerce segments and campaigns …send? Check consent and restrict the audience to people eligible for that communication. Review the message and recipients before activation. An order’s commercial details do not replace the consent required for a campaign. The rule is active but did not apply to the order. What should I check? Compare the period, conditions, customer and order products with the available store rule. Check its result and detected features before retrying. An active rule does not prove application to every order or payment.
• WooCommerce B2B customer data …tore and period. Atelier U2 SRL requests business terms. Compare the company name and tax identifier and check commercial approval before applying them. Company details and a contact person’s address serve different purposes. The customer has a tax ID but does not receive B2B terms. What should I check? Check identity, commercial approval and terms available in the store. A tax ID does not automatically confirm a particular price is granted. Check the store result after any change. The name resembles an existing re…
• WooCommerce customer requests …the request to the exact order, check responsibility and deadline, and keep the resolution result. Before replying, check whether shipping has started and which details can still be corrected. The request shows as resolved, but the order still has old details. What should I check? Open the order and check the store update result. Request status tracks team work and does not by itself prove the order changed. Clarify the operation and shipping documents before closing. Confirmation has an unclear result. Should I re…
• Creating WooCommerce orders Creating WooCommerce orders Prepare the buyer, products and delivery details for the order before sending it to the store. Use Add order on the 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 …
• WooCommerce products and variations …ge. 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 synchronized is deleted from WooCommerce only when you save the product. Apply the same changes to a group of up to 100 variations, with separate edit, duplicate and delete actions for each ro…
• Creating WooCommerce products Creating WooCommerce products Prepare the product, price, images and variations, and check the details before sending them to the store. For a new product, enter the store, name, type and status. For a simple product, also enter the price; add the description, inventory and shipping details relevant to the product. For a variable product, enter the price for each variation, not the parent product. Check the details before saving the product to the store. Select the product's images together or choose a separate ima…
• Activating a WooCommerce store … subscription status and module payment result. Do not repeat payment when the result is unclear. In Support, specify the store and operation time without card details. The module is active, but I cannot see store data. What should I check? Compare the selected module and store, connection and latest synchronisation. Activating access does not itself load every order and product. For a missing operation, check store features before another payment or connection.
• Checking a WooCommerce order …ompare ordered, allocated, checked, shipped and returned quantities; receipt of a return does not confirm a refund or restocking. For 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 tr…
• Editing a WooCommerce order Editing a WooCommerce order Correct order details and check that the changes reach the store. Open the order and choose Edit. Correct the necessary buyer details, addresses or line items, and compare quantities, shipping and the total before saving. Choose Save and send to Woo and wait for the status to return to Synced. If the outcome is unclear, check the order in the store before sending the same changes again. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, st…
• Refunding a WooCommerce order …hrough the processor's dashboard. WooCommerce will record the refund and ask the processor to return the money. Leave the option unchecked for cash on delivery, bank transfer, cash or money already 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. WooCo…
• WooCommerce attributes …ut 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 delete a used attribute without checking products. 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 d…
• WooCommerce customers WooCommerce customers Find store buyers and check their contact details and addresses. Select the store and find the customer by name or contact details. Verify their identity before opening or changing the information. From View, consult recent orders, open requests, subscriptions and synchronised B2B details. Continue in the appropriate list for the selected customer; use All customers to remove the filter. Load B2B data explicitly requests an update. Compare billing and shipping addresses with the current order.…
• Adding a WooCommerce store …ires after 5 minutes and can be used only once. Connection by code requires Fluxe România plugin version 26.10.18 or later. For an older version, copy connection details into the plugin's manual configuration and keep the secret in a protected location. Continue with Test in Fluxe; generating the details alone does not confirm the store connection. 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 y…
• 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 Testing the WooCommerce connection Check whether Fluxe can communicate with the configured store. In the store connection, open Test after entering the details in the plugin. Check the store address and choose Run test now. Continue syncing after confirming the connection. If the test indicates a problem, check the plugin details and connection validity before trying again. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommer…
• Changing the WooCommerce connection key …ion, copy both the new Key ID and new secret into the plugin before leaving the page. Then test the connection. Do not resume synchronisation until both sides' details match. 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. WooCommerce connection Adding a WooCo…
• WooCommerce revenue …ssful refunds RON 50. Net sales = 1,000 − 100 − 50 = RON 850. Check taxes and shipping separately for total sales; RON 850 does not prove the amount received in the bank. Statistics revenue does not match receipts. Why? Check the currency, period, statuses and date used in the report. Compare discounts and refunds, then payments and processor settlements. The order report measures included sales; it does not by itself confirm bank receipts. The report differs from the one viewed directly in the store. What should I…
• Analyzing WooCommerce orders …pe before interpreting trends. The average differs from total receipts divided by orders. Why? The report’s average uses net sales and included orders rather than bank receipts. Check discounts, refunds, currency and filters. Compare receipts separately in payment records. 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 a…

Seller Central · eMAG

• eMAG connection …with store data. Confirm the connection through retrieved data and the displayed result. Autorizarea nu permite sincronizarea. Ce verific? Check the connection details, account, market and permissions used in eMAG. Read the test or synchronisation result and correct the connection using the displayed instructions. Do not use another company’s access to continue. The connection test succeeds. Does that mean all data is synchronised? The test checks connection access at that moment. Separately review synchronisation …
• eMAG waybills …s Prepare and track shipping documents for eMAG orders. For an eligible order that you fulfil, choose a courier available for that order and check the shipment details. The courier, address, locker received in the order, cash on delivery, insurance, weight, parcels, and options are sent only once after confirmation. Refresh the AWB to check its number, courier and latest status reported by eMAG. Fluxe retains the confirmed result and offers A4/A5/A6 PDF or ZPL downloads only for shipping labels with an eMAG identif…
• Activating a eMAG store … subscription status and module payment result. Do not repeat payment when the result is unclear. In Support, specify the store and operation time without card details. The module is active, but I cannot see store data. What should I check? Compare the selected module and store, connection and latest synchronisation. Activating access does not itself load every order and product. For a missing operation, check store features before another payment or connection.
• eMAG orders …changed through these actions. If the result is unconfirmed, use Synchronise status before another change. If the order has changed in the meantime, review the details again before confirmation. Open the order title for its record and timeline. Check invoice issuance, SPV confirmation, publication on eMAG and the AWB separately. For order documents, continue in Fluxe Billing; for shipping, in AWBs and deliveries. Check payment status and delivery status separately. eMAG Find the guide for the eMAG page you are work…
• eMAG price schedules …ial analysis and desired price. Enter the scheduled time or interval and check the time zone and price limits. Check the schedule in simulation first. Open the details to see run results, and use pause or cancellation when commercial conditions have changed. 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 befo…
• eMAG service invoices …an I generate another? Check the order’s linked document, issuer, number, total and status. Open the existing invoice before generating anything. For incorrect details, follow the invoice correction workflow; do not create a duplicate for the same sale.
• eMAG customer invoices …eck the document. Recording does not issue a new invoice or resubmit the document through SPV. Keep the original eMAG document as supporting evidence; retrieved details do not replace the original. 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 …
• Invoicing eMAG orders in Fluxe Invoicing eMAG orders in Fluxe Prepare invoices for eMAG orders and track issued documents. Choose the account and order, check the buyer details and products, then prepare the appropriate document. Compare the total and existing documents before issuing it. Track issuance in Fluxe, acceptance in SPV and invoice availability in eMAG separately. An invoice already present in eMAG is linked using its original number; do not reissue it. Check the correction document needed for a return separately. eMAG Find the guide …
• eMAG product costs …timated 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 purchase or price reduction.
• eMAG localities eMAG localities Check the locality used in delivery details. Select the account and find the locality in the synced list. Compare the locality and county with the recipient's address before preparing transport. If you cannot find the locality, check the account's marketplace and update the list. Do not replace the buyer's locality with a similar one just to continue. 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 logistics addresses …iew 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 you have not connected your store yet. Then choose the guide for your activity and check the selected store before r…
• eMAG courier accounts … do? Check the AWB and actual courier status before editing or shipping again. Compare the recipient, handover point, weight and parcel count. Correcting saved details does not prove an issued AWB changed; clarify the shipping document.
• eMAG parcel presets … I do? Check the AWB and actual courier status before editing or shipping again. Compare the recipient, handover point, weight and parcel count. Correcting saved details does not prove an issued AWB changed; clarify the shipping document.
• eMAG reports …timated 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 purchase or price reduction.
• eMAG operating expenses …mated 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 purchase or price reduction.
• eMAG profit calculator …t 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 purchase or price reduction.
• eMAG profitability analyses …stimated 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 purchase or price reduction.
• eMAG estimated and actual profit …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 purchase or price reduction.
• Analyzing products from eMAG links …l. Which should I use? Check the observation time and conditions, including quantity and tax. Correct the proposal using the current source and confirm checked details for calculation. Keep the source and do not treat an expired offer as a current cost. Two offers have the same product name. Can I directly compare prices? Compare the product identifier, packaging, minimum quantity, currency, taxes and shipping cost. Per-pack and per-piece prices cannot be compared directly. Confirm the product and supplier terms be…
• Suppliers and offers for eMAG Suppliers and offers for eMAG Keep the supplier offers and terms you compare when purchasing. Add the supplier with the information source and check the details before marking the supplier as confirmed. Open the supplier to see the available offers and versions. Compare offers for the same product at the quantity you can actually order, including the minimum quantity and packaging. Confirm the supplier's identity and offer terms separately. eMAG Find the guide for the eMAG page you are working on: orders, products,…
• eMAG syncs …Successful retrieval and writing to the store are different operations. Synchronisation is unclear or in progress. Should I start it again? Check the operation details and current eMAG status. Wait or clarify the result before retrying, particularly for writes. Repeating an operation must not replace checking its existing effect. 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 …
• eMAG billing settings …an I generate another? Check the order’s linked document, issuer, number, total and status. Open the existing invoice before generating anything. For incorrect details, follow the invoice correction workflow; do not create a duplicate for the same sale.
• eMAG rates …stimated 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 purchase or price reduction.
• Adding an eMAG rate …s 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 purchase or price reduction.
• Checking an eMAG rate …stimated 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 purchase or price reduction.
• Generating an eMAG shipping label … do? Check the AWB and actual courier status before editing or shipping again. Compare the recipient, handover point, weight and parcel count. Correcting saved details does not prove an issued AWB changed; clarify the shipping document.
• Checking an eMAG profit analysis …stimated 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 purchase or price reduction.
• Checking eMAG actual profit …stimated 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 purchase or price reduction.
• Checking information from eMAG product links …l. Which should I use? Check the observation time and conditions, including quantity and tax. Correct the proposal using the current source and confirm checked details for calculation. Keep the source and do not treat an expired offer as a current cost. Two offers have the same product name. Can I directly compare prices? Compare the product identifier, packaging, minimum quantity, currency, taxes and shipping cost. Per-pack and per-piece prices cannot be compared directly. Confirm the product and supplier terms be…

Declarations and reporting

• Preparing and submitting returns to ANAF …on change returns. Purchase and sales invoices, correction invoices, supporting receipts, contracts and goods or service acceptance records. Statements for all bank accounts, receipts, the cash register, expense claims and offset documents. Stock, stocktake and fixed asset documents; employment contracts, timesheets and payroll records if you have employees. For double-entry bookkeeping: the opening trial balance and period registers. For single-entry bookkeeping: the Receipts and payments journal, Inventory regist…
• Declaration D100 …e the difference. Open this return’s form D100 and version history After supported confirmations, generate the version and download its XML from history. Check all details and the deadline in official ANAF software before signing. Keep the submitted version, submission receipt and reconciliation with accounting. Open this return’s form The tax profile does not cover the whole period Check the document proving the regime and effective dates. Correct the profile based on evidence and rebuild the legal calculation int…
• Declaration D101 …d declarant. For each quarter, choose the reconciled D100 version matching the return actually submitted and accepted receipt. P50 totals declared obligations, not bank transfers or all saved versions. Open this return’s form D100 and version history After supported confirmations, generate the version and download its XML from history. Check all details and the deadline in official ANAF software before signing. Keep the submitted version, submission receipt and reconciliation with accounting. Open this return’s for…
• Declaration D112 …ts and leave approvals; records of medical leave certificates, suspensions, absences and overtime. Payroll, the summary, accounting entries, payment orders and bank statements; previous D112 and its submission receipt if correcting. In Employees, check everyone who earned income during the month: name, CNP/NIF and other mandatory details. Do not create a second person for a contract change. Employees In Employment contracts, check start date, active period, working hours and gross salary against the contract and am…
• D300 VAT return …ns D700 Upload documents, then in Validation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Open the Purchase journal and Sales journal for the tax period. Trace differences to the document and, in double-entry bookkeeping, to the posted 4426/4427 entry. Do not add an amount directly to the return to conceal a missing source. Purchase journa…
• Special VAT expense report D301 …ns D700 Upload documents, then in Validation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Check purchases and special operation documents in RON/foreign currency purchases. A business not VAT-registered keeps the VAT on a supplier invoice but does not automatically treat it as deductible VAT and need not activate its own VAT to prepare the…
• Recapitulative Declaration D390 VIES …ns D700 Upload documents, then in Validation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Open the Purchase journal and Sales journal for the tax period. Trace differences to the document and, in double-entry bookkeeping, to the posted 4426/4427 entry. Do not add an amount directly to the return to conceal a missing source. Purchase journa…
• D394 information return …ns D700 Upload documents, then in Validation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Open the Purchase journal and Sales journal for the tax period. Trace differences to the document and, in double-entry bookkeeping, to the posted 4426/4427 entry. Do not add an amount directly to the return to conceal a missing source. Purchase journa…
• Special VAT return D398 — OSS and IOSS … ECB exchange rate, conversion date and rounding. Keep reconciliation with the original currency without replacing the required rate with an arbitrarily chosen bank rate. Records are separated by regime, state, rate and period; the return is submitted through OSS, and confirmation and payment are archived. The page lets you choose the Union scheme, non-Union scheme or import scheme and organises each scheme's transactions and corrections separately. Check the Member State of consumption, transaction type, rate, tax…
• D406 information return — SAF-T …nd Stock on ANAF request within the specified deadline, at least 30 calendar days from the request. The confirmed tax and accounting profile, tax ID and period details. The chart of accounts and opening balances, and customer, supplier, item, tax and measurement unit catalogs. Posted accounting entries, invoices, payments, stock documents and links between them. The fixed asset register for Assets; detailed stock records and the ANAF request for Stock. The trial balance, control reports, previous SAF-T returns and …
• Declaration D700 …dline. For intra-Community goods acquisitions changing the VAT period, check the special deadline and Article 322. The registration certificate and current tax details, including ANAF registered obligations. The document causing the change: contract, decision, operation, threshold exceedance or termination document, as applicable. The event date and calculation of its effective date and reporting deadline. Previous registration change returns, submission receipts and related ANAF decisions. In Tax profile, compare …
• D212 single tax return …ss taxable income − tax-deductible expenses; separately check losses and each category’s rules. Open this return’s form In the ANAF web form, compare pre-filled details with documents and complete each source and CAS/CASS according to personal circumstances. Validate and submit through SPV or the applicable service and keep the submission receipt. Open this return’s form Datele precompletate sunt incomplete Complete all reportable income from documents, including foreign income. Pre-filling does not replace the tax…
• Intrastat Statistical Declaration …on or file one with no operations if the obligation is active. Keep transmission confirmation and do not treat the absence of Fluxe rows as filing. Each flow’s details passed INS validation and you have submission confirmation for the correct month. The file keeps classification, value calculations and transport documents. The page organizes trade in goods with EU countries, separately for arrivals and dispatches. Reporting is statistical and is submitted to the National Institute of Statistics, even when based on …