Help

Start and account

• Subscriptions …ot replace a tax invoice. Open Invoices and statements Present Fluxe and ask for help Fluxe Demo is available to partners, moderators, finance accounts and businesses using Invite and earn. If you have a customer account, first open Partner dashboard and use the account menu there. Choose Fluxe Demo from the account menu to present the apps, integrated stores and My account options of a Business account. You can add and change data for the fictional company Atelier Lumina SRL to demonstrate activity steps. Several …
• Install Fluxe About the installable app Install Fluxe to open it from an icon on your phone or computer without finding the address in the browser each time. Once installed, Fluxe opens directly in the Hub and uses the same account and data as the browser version. Important! The browser shows the install option only when the device supports it. If it does not appear, you can continue using Fluxe directly in the browser. Install Fluxe on your phone Open Fluxe in the browser and sign in to your account. Open the browser menu and c…

Security and communication

• Privacy and DPA agreement …f documents are updated and new acceptance is needed, Fluxe will ask you to confirm the current version. How to view documents Open the Terms or Privacy Policy from the form or page footer. For the DPA and subprocessor list, follow the link in the “Recipients and subprocessors” section of the Privacy Policy. Read the content and check the displayed title and version. Download an attachment if the current document includes additional files. Return to the form and tick the required confirmations to continue. Open the…
• Contact page …e displayed SWIFT code. Open Contact page Available information Legal name, Trade Register number and tax identification number. The registered office address. Accounts in RON, Treasury RON and EUR, plus the SWIFT code. Email address, phone number and opening hours. Practical example You need Fluxe’s supplier details for your company records. Open Contact, compare the legal name and tax identifier with the received invoice and, for payment, choose the account in the document’s currency. Track an issue with an invoi…
• Frequently asked questions …ving 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 not su…

Company activity

• Billing …rrency and total before issuing it. Drafts in Billing Keep unfinished documents and review them before issuing them. Issued documents Track finalized documents, receipts, credit notes and delivery to the customer. Collections and receipts Record payments received and allocate them to invoices; for cash payments, you can prepare the corresponding receipt. Payment orders Prepare the document with the payer, beneficiary and transfer details, with or without linked invoices. Customers in Billing Save customer details f…
• Documents 2 Documents Documents Hub for commercial, accounting, import, and operational archiving documents. from-sky-500 to-cyan-600 admin.apps.show Catalog of official models Commercial and accounting documents in a single hub Dynamic forms and prefill Export PDF and operational archiving ANAF search by CUI Documents You create, upload, verify, and find company documents, grouped by purpose and type. Upload and review company documents Preview of an invoicing document in Documents, with the A4 sheet correctly framed Docume…
• Calendar 3 Calendar Calendar Track documents and transactions by day, and check what still needs completing in the selected period. from-rose-500 to-orange-500 admin.apps.show Day, week, month and year views Timeline for documents Upload directly on the selected day Quick signals for SPVs and shortfalls Calendar Calendar groups documents by their dates. In Day mode, find documents at the top, followed by account activity and that day’s sign-ins. In Month mode, documents are grouped by day. View a day's documents and activit…
• Accounting …od's documents and returns. RO e-Transport in Accounting: document control Check transport classification, missing details and evidence linked to the document. Chart of accounts: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Suppliers Add a new entry or correct an existing one in a pop-up form separate from the table. Customers Add a new entry or correct an existing one in a pop-up form separate from the table. Delivery addresses: add and edit from t…
• Customers …s and invoicing shortcuts. from-amber-500 to-orange-600 admin.apps.show List of contacts and potential customers Internal Notes and Commercial Context Links to accounts Flows and billing Commercial 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…
• AI Assistant …any data, with 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 pr…

Organization

• Tools …the official articles used in the answer. Risk analysis Review a company's annual financial statements, financial indicators and risk signals, with interactive charts. File converters Convert documents to the formats available for each file and download the result. Document templates Prepare contracts, quotations, requests and other documents from templates. Fill in the details and download the document. Document transfer Send files or request documents through a PIN-protected link. Choose the access period and tra…
• Handwritten signature … a new document or select an existing one in the Hub. Sign opens the external signing dialog, includes the document and generates the link and PIN. The handwritten editor with the document without an external card, pagination below, and size and rotation adjustments Review the document, adjust the signature's size and rotation, and confirm only when its position is correct. Handwritten signing area on your phone Choose the color and draw your signature. Use Clear to redraw it, Vault for a saved signature or Use sig…
• Archive 7 Archive Archive Arhivă privată cu foldere, previzualizare, descărcare și stocare nelimitată. from-blue-400 to-cyan-500 admin.apps.show Finder-style folder organization Upload files to the user's private space Quick filtering by years, months and document type Unlimited storage Archive Organize company files into folders, view published assets from other applications, and recover items moved to trash. Find and organise company files The Archive app with folder navigation, accurate thumbnails and progressive loadin…
• Notes 8 Notes Notes Quick internal notes with inline links to local documents and attachments. from-slate-500 to-cyan-600 admin.apps.show Simple internal editor, no complicated menus Search documents directly from * Local attachments and quick editing Notes Quickly write down internal ideas and information and link them to relevant documents or files. Write notes and schedule reminders Keep an activity's context in notes Write internal information, link relevant documents and update the note as work progresses. Schedule …

Integrations and support

• Seller Central … Variations, Customers, Inventory and Conflicts Controlled synchronization and encrypted credentials separately per store Seller Central Manage connected sales accounts, synchronizations, and business operations from a single place. Connect and check stores Seller Central with connected stores and available integrations Choose a connected store or configure a new integration. The eMAG Settings page with the connection form and the sidebar showing the IP address for the allowlist Open the eMAG module, then Settings …
• Customer support 11 Customer support Support Communication between the customer and the customer support team in the hub. from-rose-500 to-rose-600 admin.apps.show Create tickets Client replies Internal request management Customer support You send requests to the support team and keep all responses and attachments in the same conversation. Send and track a support request The main screen of the Customer Support application The status of requests and the action for a new ticket are immediately visible. Account Documents Selector wit…

AI Assistant

• Requests and confirmations in AI Assistant … why?”, “Show the extracted raw text”, or “Recalculate VAT and items”. Ask for “reports from Documents”, choose the report and period, then view the chart, totals and results directly in the conversation. For product ranking, write “Show top invoiced products this month”. Change the period using suggestions or write “Last month”; the selected report is retained. For multiple pages, write “Next page” or choose the offered page. Pagination changes only displayed rows without restricting the report chart and totals. I…

Accounting

• Organize your company's dashboard … a report widget details and check the displayed period before comparing values. About this report explains its indicators and included information. Review the chart, values and legend. If the report has multiple series, use the legend to hide or show the series you are comparing. Keep currencies separate; do not add amounts in different currencies. The Records section retains the report table with every column of each row. When there are multiple pages, use Previous and Next to review all records; the displayed ra…
• Validating documents before accounting recognition …d 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 you chose the wrong file. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 Sep…
• Bank reconciliation: allocating statement movements …including opening and closing balances. Invoices, payment orders, contracts and supporting evidence for fees or transfers. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the statement and check the recognized bank, account, currency, period, balances and transactions before approval. Upload bank statement bank_statement Document validation Open ‘Bank reconciliation’ and select the transaction. Co…
• Accounting analyses …ly 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. Unreconciled amount for a transaction = maximum(0, transaction amount − confirmed allocations). Track values in different currencies separately. For a RON 1,000 payment with confirmed allocations of RON 750, RON 250 remains to review. Open the period or Bank reconciliation and identify the document for the remainder; do…
• Accounting reports …mparison. For example, a difference between invoice value and the accounting result may arise from VAT, advances, expenses or documents not yet recorded in the accounts. Do not force these totals to match. Two reports have different totals for the same month. Compare what each report measures, the transaction date, currency and source status. Open the documents explaining the difference; invoicing, payment receipt and accounting recognition are distinct. Facturarea și evidența contabilă arată valori diferite. Care …
• Tax profile: establish obligations before recording transactions …t declarations, with their effective dates. Documents supporting the tax regime, VAT registration and reporting frequency. 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 active company. Under ‘Current position’, compare legal form and tax status with company documents. If legal-form confirmation is requested, resolve it before selecting a regime. Under ‘Select tax profile’, choose the company'…
• Importing and exporting accounting data …the period without checking the risk of duplicate imports into the other program. The mapping to the destination software is incorrect. Correct identification, accounts, document types, items or warehouses and check the file again. Retain previous versions and do not automatically apply the same batch twice. The file was downloaded or uploaded. Is the data already applied? Check the summary, mappings, rejected rows and confirmation stage, then data in the receiving program. An available file does not prove it was i…
• Check supporting documents for bank transactions …unting 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 Accounting → Reports → Document coverage, choose the year and month. Check “No date” separately if any transactions have statements without a completed date. In the “Matching” filter, choose “No linked document”. Select the transacti…
• Accounting onboarding and takeover …ta and detailed balance schedules. For data from another program, check file type, period and which records can actually be applied after import. Data transfer Chart of accounts In double-entry bookkeeping, compare opening balances account by account with the takeover trial balance and subsidiary documents. Record only supported balances through the available accounting workflow; uploading a trial balance as a document does not enter balances in the ledger. Accounting items Trial balance Check each bank, cash regis…
• Accounting periods: opening and locking …e financial year calendar and accounting takeover date. The trial balance and reconciliations for the period to be closed. 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 ‘Accounting periods’ in the General Journal. Check existing intervals before using ‘Add period’ to avoid overlaps. Enter the period's start and end dates and create it. Check its status before preparing documents, entries or adjust…
• Accounting mappings: accounts used for drafts …rting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The company's accounting policies. The chart of accounts and sample documents for each workflow used. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the company's accounts and subsidiary accounts first. Do not use the same mapping for economically different transactions merely b…
• From supporting document to draft journal entry …s the blocker. The entry is balanced, but the amount is in the wrong account. How should I check? Compare the supporting document, partner and debit and credit accounts, including subaccounts. Debit-credit equality checks balance rather than classification. Correct a draft before posting; for a posted entry, check reversal and reposting and its link to the original. You have a verifiable draft linked to its supporting document. Validating documents before accounting recognition Accounting mappings: accounts used fo…
• Reviewing and posting draft entries …t. Compare company, date, description and currency with the actual transaction. Check every line: debit account, credit account, amount and required subsidiary accounts. Total debits must equal total credits. Equality alone does not confirm correct account selection. For an incorrectly generated draft, return to the source or mapping and prepare it again. For a manual entry, correct the draft using supporting documents without duplicating sources already recorded. Accounting mappings mapari Draft sources surse Post…
• Correcting posted entries through reversal …riginal entry. The entry is balanced, but the amount is in the wrong account. How should I check? Compare the supporting document, partner and debit and credit accounts, including subaccounts. Debit-credit equality checks balance rather than classification. Correct a draft before posting; for a posted entry, check reversal and reposting and its link to the original. The original and correction can be tracked separately and their accounting effect is reconciled. Validating documents before accounting recognition Acc…
• Accounting items …ters OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The supporting document, detailed computation and entry justification. The accounts and subsidiary accounts applicable to the transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check whether the transaction already has a source that can generate the draft to avoid duplication. Draft sources surse Use ‘Add journ…
• Fixed assets …ts’, use ‘Add fixed asset’. Enter the required identification, inventory number, classification, dates, values and useful life. In double-entry bookkeeping, check accounts and accounting and tax depreciation separately. Check the asset record and activate the schedule only after confirming classification. Under ‘Depreciation schedule’, compare instalments and remaining value; the schedule does not prove the monthly entry was posted. In double-entry bookkeeping, continue to ‘Month-end closing’, check due instalments…
• Payroll: calculating and reviewing the month …s and documents for absences, suspensions and leave. Documents for deductions and other payroll components, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Under ‘Employees’, check the name, CNP, date of birth and payment details. Under ‘Employment contracts’, check the version applicable to the month: employment date, position, base salary, daily hours and any termination date. Employees …
• Month-end closing before returns … assets with asset records. Explain differences before closing. Trial balance Under ‘Depreciation due’, check assets, month and amount. Confirm instalments and accounts, then use ‘Generate depreciation entry’. Review and post the resulting draft. Draft notes ciorne Under ‘Accounting profit or loss and account 121 entry’, check revenue and expense account turnover. Confirm the period and turnover, then use ‘Generate account 121 entry’ and review it before posting. Recheck the trial balance after closing entries and …
• Expense reports Expense reports Check the holder's expenses and separate substantiation of the advance from amounts the company must reimburse. The holder's documents and funds In Add expense report, check the holder, purpose, period and associated advance. Add supporting documents, compare originals and enter only actual expenses. A linked expense report retains the advance's currency. For an expense paid from the holder's own funds, explicitly complete Amount paid from personal funds and check the Employee payable account, for e…
• Entries in RON: checking the period's documents …cuments received in lei. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare supplier, number, date, base, VAT and total in lei with the original. Open the document to review its lines, not jus…
• Entries in foreign currency: checking the period's documents … exchange-rate evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare supplier, date, currency, foreign-currency total, exchange rate and equivalent in lei with the original. Open the do…
• Outgoing in RON: checking the period's documents …ed correction documents. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare customer, issued number, date, value and document status with the original. Open the document to review its lines, n…
• Outgoing in foreign currency: checking the period's documents …ction and exchange rate. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare customer, date, currency, exchange rate and equivalent in lei with the original. Open the document to review its lin…
• e-Invoices: checking the period's documents … communication evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare direction, partner, date, value and e-Factura status, separate from accounting control with the original. Open the d…
• RON bank journal …; check opening and closing balances. Continue allocating transactions to documents and confirm only substantiated matches. Identify fees and transfers between accounts according to their nature. Bank reconciliation In double-entry bookkeeping, compare total recorded transactions and the account balance with the account ledger. For foreign currency, check the original currency and value in lei separately. Account sheet The statement is incomplete or contains duplicate transactions. Compare the period and balances w…
• RON cash book …pts, cash receipt or payment vouchers and supporting documents. The previous cash balance and verification of cash on hand. 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 cash register, currency and period. Compare the opening balance with the previous cash book and handover documents. Use ‘Add cash transaction’ for an actual money movement. Enter direction, date, amount, counterparty and sup…
• Foreign currency bank journal …; check opening and closing balances. Continue allocating transactions to documents and confirm only substantiated matches. Identify fees and transfers between accounts according to their nature. Bank reconciliation In double-entry bookkeeping, compare total recorded transactions and the account balance with the account ledger. For foreign currency, check the original currency and value in lei separately. Account sheet The statement is incomplete or contains duplicate transactions. Compare the period and balances w…
• Foreign currency cash book …pts, cash receipt or payment vouchers and supporting documents. The previous cash balance and verification of cash on hand. 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 cash register, currency and period. Compare the opening balance with the previous cash book and handover documents. Use ‘Add cash transaction’ for an actual money movement. Enter direction, date, amount, counterparty and sup…
• Transfers between warehouses …026 Prepare issued transfer document and handover documents. The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Transfers between warehouses’ page, open the transaction and compare source warehouse, destination warehouse, item, quantity and transfer…
• Consumption vouchers …d materials consumption note and evidence of the goods' use. The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Consumption vouchers’ page, open the transaction and compare warehouse, item, quantity consumed and value issued with supporting document…
• Disassemblies …proved document for the disassembled item and resulting items. The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Disassemblies’ page, open the transaction and compare source item, quantity, warehouse, resulting items and allocated values with suppo…
• Special operations …cument supporting the receipt or issue and transaction approval. The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Special stock operations’ page, open the transaction and compare movement direction, item, warehouse, quantity, cost and reason with …
• Stock reduction adjustments …ifference computation and the document approving correction. The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Stock value adjustments’ page, open the transaction and compare item, warehouse, value before and after adjustment and reason with suppor…
• Stock inventory count …ization, inventory lists, count results and approved report. The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Stock inventory count’ page, open the transaction and compare inventory date, warehouse, item, book quantity, counted quantity and differ…
• Issuance of inventory items for use …eturn to the warehouse or disposal. Compare the date, destination and custodian with the supporting document before confirming. Correcting a confirmed movement Edit adds a corrective item linked to the selected movement without rewriting the original. Delete adds a reversal and restores the previous state; the original, document and person who confirmed it remain in history. For corrections and reversals, complete the supporting document, reason and explicit confirmation. Check the resulting status and location bef…
• Production: consumption and finished goods …onsumption, output delivery document and loss justification. The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Production: consumption and finished goods’ page, open the transaction and compare finished product, quantity produced, warehouses, consu…
• Orders … — 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 incoming or outgoing and enter the partner, date, currency and dead…
• Contracts …4/2015 — financial and accounting document rules 10 September 2026 Prepare signed contract, amendments and payment schedule. 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 contract’ and check the number, date, customer, type, currency, advance, value, in…
• Generating invoices from contractual instalments …cial and accounting document rules 10 September 2026 Prepare verified contracts and instalments due in the selected month. 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. Select the month and year and check ‘Instalments ready for invoice generation’. Compare the d…
• Daily allowances …Tax Procedure Code 10 September 2026 Prepare travel authorization, actual interval, supporting documents and payment evidence. 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 trip’ and enter the employee, destination, country, currency, departure and arri…
• Vehicle logbooks: routes and vehicle use …unting 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 ‘Add vehicle logbook’, check the period, vehicle and driver, then enter each route under …
• Prepaid expenses: allocation across periods …cial and accounting document rules 10 September 2026 Prepare invoice, contract and period covered by the service or right. 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 schedule’, check the ‘Prepaid expense · 471’ type, document, recognition start and e…
• Deferred income: recognition in the correct period …634/2015 — financial and accounting document rules 10 September 2026 Prepare contract, issued document and service period. 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 schedule’, check the ‘Deferred income · 472’ type, document, recognition start and e…
• Single-entry transaction list …transaction’ and ensure the movement is not already recorded. Separate business income and expenses from capital contributions, loans and transfers between own accounts. Check deductibility against documents before the annual computation. Continue to the related records and compare 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 correctio…
• Payment instrument processing: checks …ments 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. Follow only steps applicable to the company's legal form and accounting regime. Upload the instrument and check series, number, issuer, beneficiary, company's role, amount, account and dates. Do not assume legal validity merely because the document was recognized. Upload documents On the instrument page, use ‘Add a…
• Payment instrument status: checks …counting 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 instrument lacking collection or payment confirmation separ…
• Payment instrument processing: promissory notes …ments 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. Follow only steps applicable to the company's legal form and accounting regime. Upload the instrument and check series, number, issuer, beneficiary, company's role, amount, account and dates. Do not assume legal validity merely because the document was recognized. Upload documents On the instrument page, use ‘Add a…
• Payment instrument status: promissory notes …counting 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 instrument lacking collection or payment confirmation separ…
• Tax calculation: the tax base and tax due … for the tax year. Fiscal profile Ensure documents are approved and the correct journal entries are posted. Compare the trial balance and ledgers for class 6 and 7 accounts with the documents; do not automatically treat all accounting expenses as tax-deductible. Trial balance Account sheet Under ‘Classification of class 6 and 7 accounts’, use ‘Add classification’. Complete ‘Account’, ‘Tax treatment’, ‘Justification’ and ‘Legal basis’. Confirm only treatment appropriate to actual account transactions and the selecte…
• Corporate Income Tax Record Register …x calculation Open ‘OMF 808 register’ for the same company and period. Check every explanation and amount against the confirmed computation. Trace line items to accounts and adjustment documents. Explain differences before using the register to reconcile D100 or D101. Download the ledger in the available format and retain it with computations and supporting documents. Recreating a working version does not replace historical documents. The register does not contain the expected computation. Check the period, corpora…
• Purchase journal: checking deductible VAT …For foreign-currency transactions, check the tax exchange rate and equivalent in lei. In double-entry bookkeeping, compare journals with posted entries and VAT accounts. In single-entry bookkeeping, compare them with confirmed documents and tax treatments without requiring double-entry accounts. Continue to D300 and check the rows carrying the transactions. For reportable EU or domestic transactions, also reconcile D390 or D394. Do not assume every journal transaction is automatically covered by every form. D300 D3…
• Sales journal: checking output VAT …For foreign-currency transactions, check the tax exchange rate and equivalent in lei. In double-entry bookkeeping, compare journals with posted entries and VAT accounts. In single-entry bookkeeping, compare them with confirmed documents and tax treatments without requiring double-entry accounts. Continue to D300 and check the rows carrying the transactions. For reportable EU or domestic transactions, also reconcile D390 or D394. Do not assume every journal transaction is automatically covered by every form. D300 D3…
• Balance sheet: checking financial statements …ances before preparation. Closing month Tax calculation Trial balance Under ‘Balance sheet’, check account-to-row mappings and their version. Resolve uncovered accounts and incorrect classifications before confirming the preview. Compare current and prior values, section totals and balance signs. Complete all forms required for the company's category in the official software using reconciled values. Prepare explanatory notes, the directors' report and, where applicable, the auditor's or statutory examiners' report.…
• e-VAT: checking differences against company records …d VAT return or document received from ANAF, if any. D300, VAT journals, invoices and evidence explaining the differences. 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 document received from ANAF. Distinguish issue date, communication date and the deadline applicable to that document. Compare the e-VAT page indicators with D300 and the journals for the same period. D300 P…
• RO e-Transport in Accounting: document control …very 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 steps applicable to the company's legal form and accounting regime. Identify the transaction and the company's role from the documents. Check whether transport must be declared and who is responsible in the specific situation. Under ‘RO e-Transport’, find the document and check status, transport details…
• Chart of accounts: add and edit from the form Chart of accounts: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare company accounting policies and trial balance. 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 “Chart of acc…
• Suppliers …accounting document rules 10 September 2026 Prepare supplier invoices and contracts, together with identification 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 “Suppliers” for the active company and search for the existing record before adding a new entry. Compare name, tax identification, address, country and payment details with the documents. For an existing item, select the row and ch…
• Customers …financial and accounting document rules 10 September 2026 Prepare contract or order and customer identification 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. Open “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 ch…
• Delivery addresses: add and edit from the form Delivery addresses: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare order and delivery instructions confirmed by the customer. 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 …
• Agents: add and edit from the form Agents: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare approved commercial allocation and responsible persons' 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. Open “Age…
• Items: controlled addition and editing Items: controlled addition and editing Add or correct a product or service in a separate form without editing the table cells directly. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare the product or service sheets and the purchase or sales documents that support the corrected data. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the compa…
• Item and service types: add and edit from the form Item and service types: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare company classification policy for products, services and goods. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regi…
• Item groups: add and edit from the form Item groups: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare internal classification of products and services. 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 “Item groups” fo…
• Warehouses: add and edit from the form Warehouses: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare organizational documents and goods records by depot or business location. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime…
• Branches …ncial and accounting document rules 10 September 2026 Prepare organizational documents for offices and business locations. 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 “Branches and business locations” for the active company and search for the existing record before adding a new entry. Compare identification, address and link to the recorded activity with the documents. For an existing item, sele…
• Vehicles …eptember 2026 Prepare vehicle identity and registration certificates, ownership or usage documents and insurance policies. 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 “Vehicles” for the active company and search for the existing record before adding a new entry. Compare registration number, characteristics and expiry dates with the documents. For an existing item, select the row and choose “Edit…
• Routes: add and edit from the form Routes: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare itinerary and substantiated travel distances. 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 “Routes” for the active c…
• Contract types: add and edit from the form Contract types: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare approved templates and commercial rules for company contracts. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open …
• Operation types: add and edit from the form Operation types: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare supporting document and economic classification of the transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.…
• Types of documents: add and edit from the form Types of documents: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare original document and the purpose for which it was issued. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open …
• VAT rates: add and edit from the form VAT rates: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare transaction documents and legal basis for the rate applicable at the tax point. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting r…
• Cost centers: recording and allocation …634/2015 — financial and accounting document rules 10 September 2026 Prepare budget and approved expense allocation rules. 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 “Cost centers” and stay 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 …
• Profit centers: recording and allocation … — financial and accounting document rules 10 September 2026 Prepare rules for assigning revenue and expenses by activity. 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 “Profit centers” and stay 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. Onc…
• Currencies and exchange rate checks: add and edit from the form Currencies and exchange rate checks: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare document in the original currency and source of the applicable exchange rate. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's leg…
• Employees: adding, editing, and payroll details Employees: adding, editing, and payroll details Prepare the person’s details before the contract and correct each employee in a separate form. 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 I…
• Employment contracts: the version applicable to the month … amendments. Hiring, suspension or termination documents, as applicable. Documents for deductions and dependants' 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. Check that the employee exists and verify their identity. Employees In “Employment contracts”, use “Add contract” for a person without a contract. For a current contract, select the row and choose “Edit row details” in its details and o…
• Trial balance …is RON 1,100 debit. Reviewing the report Search and filters change the displayed rows; filters do not change the official control totals. Compare the period and accounts before comparing the report with account ledger reports. The export retains the table's selection and order. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare previous trial balance, period entries and detailed schedules. Check the activ…
• Account sheet …, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Account sheet’, compare opening balance, dates, corresponding accounts, movements and closing balance with the supporting records. Trace each amount to its journal entry and document. For subsidiary accounts, check the partner, document or monetary identity, not just the total balance. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and …
• the big book …is RON 1,100 debit. Reviewing the report Search and filters change the displayed rows; filters do not change the official control totals. Compare the period and accounts before comparing the report with account ledger reports. The export retains the table's selection and order. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare general journal and trial balance for the period. Check the active company, pe…
• Journal Register …ls. Drafts are excluded from the official journal. Total entry debits = sum of debit lines = sum of credit lines. Open the entry and check its source, date and accounts. Equality of debits and credits does not by itself prove correct classification; an error in a posted entry is corrected while retaining the original. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare supporting documents and posted journ…
• Inventory register: tracking stock movements: checking and explaining amounts …financial and accounting document rules 10 September 2026 Prepare stock receipt, issue, transfer and adjustment 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. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Inventory register: tracking stock movements’, compare item, warehouse, quantity,…
• Supplier situation: checking and explaining amounts …he total balance is positive. Missing currency requires checking the original: open the group's documents and confirm the currency before recording them in the accounts. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total …
• Customer situation …sitive. From the statement, open documents for the same customer, currency and period. If the currency is missing, check the original before recording it in the accounts. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total…
• Procurement Overview: checking and explaining amounts … financial and accounting document rules 10 September 2026 Prepare purchase documents, goods receipts and relevant orders. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Procurement Overview’, compare items, suppliers, quantities and receipt values wi…
• Sales Overview: checking and explaining amounts …34/2015 — financial and accounting document rules 10 September 2026 Prepare invoices, deliveries and correction 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. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Sales Overview’, compare items, customers, quantities and sales values with the s…
• Consumptions Overview: checking and explaining amounts …ial and accounting document rules 10 September 2026 Prepare materials consumption notes and production or usage 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. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Consumptions Overview’, compare items, warehouses, quantities and consumption val…
• Item ledgers: checking and explaining amounts …015 — financial and accounting document rules 10 September 2026 Prepare documents for every receipt and issue of the item. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Item ledgers’, compare date, warehouse, quantity, cost and balance after each mov…
• Low-value asset status: checking and explaining amounts …ccounting document rules 10 September 2026 Prepare documents for putting assets into use, handover, transfer and disposal. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Low-value asset status’, compare assets, quantities, users or usage locations and…
• Production Overview: checking and explaining amounts …nd accounting document rules 10 September 2026 Prepare completed orders, actual consumption and finished goods deliveries. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Production Overview’, compare produced quantity, cost, consumption and losses wit…
• SGR Packaging Overview: checking and explaining amounts …5 — financial and accounting document rules 10 September 2026 Prepare tax documents and deposit-bearing packaging records. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘SGR Packaging Overview’, compare packaging, document, direction, quantity and dep…
• Management report …634/2015 — financial and accounting document rules 10 September 2026 Prepare warehouse receipt, issue and transfer 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. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Management report’, compare opening balance, receipts, issues and closing bala…
• Orders Overview: checking and explaining amounts …5 — financial and accounting document rules 10 September 2026 Prepare orders and related delivery and invoicing 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. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Orders Overview’, compare item, ordered quantity, deadline, delivery and uninvoic…
• Stock situation …ences at the source. Link to the accounting entry In Add mapping, choose the item or category, starting date, inventory account, issue and inventory difference accounts, and goods receipt policy. Confirmation creates a new version and does not automatically post an entry. Item mapping takes precedence over category mapping. Then check Movements and drafts; Project draft prepares the entry, which must be reviewed and posted separately. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP N…
• Managerial situations: checking and explaining amounts …inancial and accounting document rules 10 September 2026 Prepare the period's reconciled accounting registers and reports. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Managerial situations’, compare cash, margin, costs and business trends with the …
• Receipts and payments journal for single-entry bookkeeping …w 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 confused wi…
• Checking the ledger before recording and reporting …equiring work. The entry is balanced, but the amount is in the wrong account. How should I check? Compare the supporting document, partner and debit and credit accounts, including subaccounts. Debit-credit equality checks balance rather than classification. Correct a draft before posting; for a posted entry, check reversal and reposting and its link to the original. You know what must be finalized before using the ledger for closing and returns. Importing and exporting accounting data Account Mappings Partner Mappi…
• Account Mappings …91 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare accounting policies, chart of accounts and sample workflow 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. Open ‘Account Mappings’ and identify the document or rule requiring review. Compare debit and credit accounts, workflow and effective interval with th…
• VAT Mappings …ncial and accounting document rules 10 September 2026 Prepare received invoice and documents supporting its tax treatment. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘VAT Mappings’ and identify the document or rule requiring review. Compare eligibility, deduction percentage, pro rata, regime, tax point and exchange rate with the documents before confirming. Confirm each document's treatment acc…
• Document type mappings …financial and accounting document rules 10 September 2026 Prepare original document and destination software requirements. 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 ‘Document type mappings’ and identify the document or rule requiring review. Compare document type, direction, currency and treatment used in the exchange file with the documents before confirming. Check invoices, delivery notes, t…
• Partner Mappings …o. 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 ID, country and name before confirming. Do no…
• Item mappings …34/2015 — financial and accounting document rules 10 September 2026 Prepare source document and product or service record. 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 ‘Item mappings’ and identify the document or rule requiring review. Compare extracted line, selected item, code and unit of measure with the documents before confirming. Confirm that the product and unit of measure are truly equiva…
• Management mapping …634/2015 — financial and accounting document rules 10 September 2026 Prepare stock document and company warehouse records. 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 ‘Management mapping’ and identify the document or rule requiring review. Compare extracted name, selected warehouse, code and record type with the documents before confirming. Check the goods' actual location and the warehouse used…
• Accounting Home …t = the maximum of 0 and Total income minus Expenses; Loss = the maximum of 0 and Expenses minus Total income. Check the RON documents and interval included in the chart before comparing. Missing documents and obligations In Missing documents, identify transactions requiring supporting documents and continue in the indicated records. In Obligations and deadlines, check the form, period and tax circumstances before preparing the return. A displayed deadline does not confirm filing. For example, for a supplier paymen…
• Accounting period review …Check the downloaded file and import it into the receiving application; it does not represent data already sent to SAGA or ANAF. An expected document is missing from the open period. Check the company, document date and table filters. For an undated or still unconfirmed document, check the source in Documents before uploading it again. Factura este în listă, dar lipsește din arhiva descărcată. Ce verific? Controlează intervalul transferului, firma și data folosită pentru încadrare, apoi starea documentului. Arhiva …
• The accountant's page …pproved invoice and a draft entry do not have the same effect on the trial balance. Check the entry in the General journal and post it only after reviewing the accounts, date and amounts. Recent documents and SAGA transfer Recent activity provides the period's documents and transactions. For detailed analysis, continue in Analyses and the accounting registers. In the SAGA transfer, check the dataset, interval and items requiring completion. Download XML only after checking it and verify its import into the receivin…
• Accountants …nd permitted applications. Collaborator permissions Search for the accountant by name or email and check access status. View only allows consultation; View and edit allows authorised operations in the selected applications. Open Permitted applications and grant only the access needed for the engagement. Changing and withdrawing access Check the identity before saving different permissions. For an editing request, Accept or Decline refers to the accountant on that row. Withdraw access ends the collaborator's access …
• Managed company …mpany detail is incorrect. Ask the company's administrator to review and correct the details using the supporting documents. The Managed company page is not an editing form. Datele sunt vizibile, dar nu pot modifica documentele firmei. Ce verific? Controlează permisiunea colaborării și aplicațiile acordate. Cu Doar vizualizare poți consulta datele, iar modificările cer dreptul de editare acceptat de firmă. Verifică din nou compania activă înainte să continui după schimbarea accesului. Ai deschis colaborarea pentru …
• Reports — Invoicing Reports — Invoicing Compare the values of issued tax documents and check advances and corrections separately in the selected currency. Invoices, advances and credit notes Group value = the sum of issued tax documents in the group, including the effect of credit notes. Final invoices retain the deductions stated; advances and credit notes whose source requires review are shown separately. The report uses the tax document's issue date and total. Drafts and pro formas are not issued invoices, and invoicing does not pr…
• Reports — Accounting records …— Accounting records Compare income, expenses and the result from posted journal entries. The result from the general journal Income = credit − debit in class 7 accounts. Expenses = debit − credit in class 6 accounts. Result = income − expenses, including taxes already recorded as expenses. Entries posted in RON are included on their posting date. Drafts are excluded from the calculation. Income and expense closings generated in Fluxe and their reversals are excluded; check warnings for closings that cannot be reli…
• Reports — Payroll and human resources Reports — Payroll and human resources Compare salaries and employer cost from confirmed or closed payrolls. Confirmed payroll values For the standard payrolls included: gross = net + CAS + CASS + income tax. Contributions and tax = CAS + CASS + income tax + CAM. Employer cost = gross + CAM. Drafts and payrolls requiring review are not treated as confirmed values. Eligible monthly payrolls are added together for a quarter or year; the report does not confirm salary payment or replace D112 review. Period and comparis…
• Reports — Tax advice and optimisation …ive value at the end of the period − previously confirmed cumulative value, for the same starting date and tax regime. Cumulative tax due = maximum(tax before credits − confirmed tax credits, 0). The microenterprise and corporate income tax bases remain separate. The report uses confirmed calculations and flags periods with incomplete evidence; it does not change tax classification or automatically apply optimisation measures. Period and comparison Choose the interval and grouping by month, quarter or year. Compare…
• Documents in the invoicing report Documents in the invoicing report Identify the invoices and credit notes making up the report's values without counting them twice. Currency and document group Keep the report's interval and choose the currency and group: commercial invoices, advances or credit notes with sources to review. The list shows the document number, date, partner and values. Check the value used in the report, including the sign of corrections. The document supporting the amount Open the invoice from its row or download the PDF and compar…
• Sources of the tax compliance report Sources of the tax compliance report Review the documents and VAT treatments explaining the selected indicator. VAT indicator sources Open the list from the report for the same period and indicator. Compare the document, value and treatment status. A source with treatment awaiting confirmation must not automatically be considered deductible. Each document's treatment Compare the invoice and transaction type with the company's tax registration for that period. Check chargeability and the exchange rate for foreign cu…
• Calculations in the tax report Calculations in the tax report Compare the confirmed calculations explaining the tax base, credits and period tax. Calculation regime and period Check each calculation's regime, interval, rate, base, credits and tax. The indicator filter narrows the list to calculations contributing to the value under review. Do not mix microenterprise and corporate income tax bases. Cumulative values and period contribution Open the tax calculation for confirmed explanations and adjustments. Compare only calculations with the same…
• Cost centers — Interval control …0 reconciled, coverage is 75%. Open Allocations and check the remaining lines. Allocation to centres does not change the financial entry or by itself confirm the accounts are correct. Check lines to allocate Check lines to allocate distributii Coverage is 100%, but the list appears empty. Check the eligible value and period. For an interval without eligible lines, the percentage is 100% by calculation convention; check the existence and posting of entries separately. O linie are o parte repartizată. Este considerat…
• Cost centers — Distributions Cost centers — Distributions Allocate amounts from posted accounting lines to centres and retain separate versions for corrections. Allocating an accounting line Choose the period and filter by To allocate. Open the journal entry to check the transaction, then use Allocate. Select the centres and enter exact amounts in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each it…
• Cost centers — Result per center … allocated expenses. The current page retains the indicators for the selected centre type. Checking the allocation If the Atelier centre has RON 800 of expenses from a RON 1,200 line, also check the centre receiving the remaining RON 400 in Allocations. Do not change the report total directly. For a difference, check the interval, centre and current allocation. Correct the allocation through a substantiated version, then return to the result. Open allocations Open allocations distributii The centres' total differs …
• Profit centers — Interval control …0 reconciled, coverage is 75%. Open Allocations and check the remaining lines. Allocation to centres does not change the financial entry or by itself confirm the accounts are correct. Check lines to allocate Check lines to allocate distributii Coverage is 100%, but the list appears empty. Check the eligible value and period. For an interval without eligible lines, the percentage is 100% by calculation convention; check the existence and posting of entries separately. O linie are o parte repartizată. Este considerat…
• Profit centers — Catalog …niturile activității respective. Verifici codul și ierarhia înainte de salvare și eviți o a doua poziție pentru aceeași activitate. Denumirea centrului nu transformă veniturile distribuite în profit net.
• Profit centers — Distributions Profit centers — Distributions Allocate amounts from posted accounting lines to centres and retain separate versions for corrections. Allocating an accounting line Choose the period and filter by To allocate. Open the journal entry to check the transaction, then use Allocate. Select the centres and enter exact amounts in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each …
• Profit centers — Result per center …ion. Correct the allocation through a substantiated version, then return to the result. Open allocations Open allocations distributii The centres' total differs from the known amount. Check interval coverage, centre type and filters. The result includes eligible confirmed allocations, rather than every company document or draft entry. Suma centrului de profit este profitul net al activității? Verifică indicatorul: această pagină urmărește veniturile distribuite pe centre de profit. Pentru rezultatul activității com…
• Treasury advances …a foreign currency advance, check the accounting settlement in account 542 and the exchange difference. Preparing the draft does not automatically post it; review accounts and values before posting. The payment exists, but the advance appears unfunded. Check whether the payment was associated and confirmed for the correct holder and advance. Compare the currency and available balance of the evidence; do not create another payment for the same movement. Am legat plata de alt avans. O pot retrage direct? Verifică tit…
• Expense reimbursement requests …If you withdraw a request already converted into an expense report, withdrawal does not cancel the report, journal entries or payments. Open the expense report from Requests for an explicit correction and check confirmed effects separately. The accounting document and request correction Link accounting document associates the verified document with the corresponding item. Associate it only if identity and values match; the total and personal amount are retained. The association does not create entries or payments. …
• Expense report access …ink and send it to the invited person; keep the link before closing the window. The invitation does not grant access until the recipient uses Accept invitation from the verified account for the invited address. The link expires in 7 days. For an expired link, generate a new invitation after checking the address; the previous pending invitation is replaced. Participating in requests The employee and manager use only requests they can access in that company. Accepting an expense report invitation does not grant gener…
• Currency revaluation …oreign currency revaluation. The indicative exchange rate date excludes Saturdays and Sundays; BNR rate date shows the rate actually used. The official archive accounts for publication days, including public holidays without a published rate. If the year's archive is missing, only the exact rate from the indicative date may be used; an older rate does not automatically replace it. Check warnings before generation. Updating the archive does not recalculate or modify posted entries. Monetary items and historical bala…

Archive

• Organise and find files in Archive …ose September and the contracts folder. For a new project, check the current location before creating a folder. Check and download selected files Recover files from trash or permanently remove them
• Check and download selected files …ck documents and download the selection. If there are 40 results and 20 on screen, Select all includes all 40. Organise and find files in Archive Recover files from trash or permanently remove them
• Recover files from trash or permanently remove them Recover files from trash or permanently remove them Check deleted documents and choose restoration or permitted permanent removal. Trash can Move to trash temporarily retains recovery. Ordinary files are kept for 7 days unless permanently deleted sooner. Signed documents follow their own rules and are not removed automatically. Permanently delete cannot be undone. Check the document source and keep needed copies separately. Some documents have deletion protections according to issuance, SPV, signing or use in recor…

Billing

• Invoice creation …ice, then use Preview and issue. The invoice remains a draft until you confirm issuance from preview. Compare customer details, line items and total; return to editing before issuance if needed. After checking, use Issue document in the preview. The invoice receives its number from the selected series and can no longer be edited directly. Issuing is separate from sending it to the customer or ANAF. Emiți factura din aplicația de telefon sau tabletă Pentru a factura direct din aplicație, deschide Emite și alege Fact…
• Drafts in Billing …m the document row. Compare issuer, customer, dates, currency, total and each line item with the displayed document without downloading it. From Menu, Continue editing returns to document completion, while Document details opens its page. Print, download or share the document. A draft is not an issued document; check 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 …
• Issued documents … 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, tota…
• Collections and receipts …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 incorrect link. Receiving payment in another currency and proof of payment For one receipt, select invoices issued in the same currency. If money arrives in another currency, enter the bank's exchange rate. Amount settled in invoice currency = Amount received in payment currency ÷ Exchange ra…
• Payment orders …es. Create the order with payer, beneficiary, and transaction data. Associated documents are optional. If you choose invoices, goods receipt notes (NIRs), or credit notes, Fluxe calculates the rest, completes the details, and keeps track of the payment. Issued documents Customers in Billing You need to pay a supplier RON 1,200. Enter the beneficiary, IBAN, amount, currency and description, then link the invoice if available. The prepared order shows the payment instruction; check the actual transfer and statement s…
• Customers in Billing …legi Adaugă client, completezi identitatea, contactul și condițiile de plată și salvezi. Clientul poate fi ales la emiterea facturii. Pentru un client existent, Editează clientul actualizează datele folosite în documentele viitoare, iar Vezi facturile deschide documentele deja emise. The partner exists in Customers, but is missing here. Why? Lista include clienții cu facturi emise și clienții salvați explicit în acest nomenclator. Un partener completat numai într-o ciornă nu este încă un client salvat aici. Verific…
• Product and service catalog …uct 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 connected store; opening them does not change the product or start synchronisation. From Menu, Edit opens the form with saved details; changes apply only…
• Billing settings and the ANAF connection …numbering decision issued in Fluxe for the company; if none exists yet, the generation date is used. Check the series and responsible person before signing. For credit notes, Use the same series as a normal invoice retains a single number sequence. For separate numbering, clear the option and configure the Credit note series. Changing the option does not renumber documents already issued. For Recurring invoice, choose a normal invoice series; for Recurring pro forma invoice, choose a pro forma series or numbering w…
• Billing reports …without issued documents. These two views do not reconstruct historical status for the selected interval. Search in All report data narrows table rows. Indicators and chart retain the full report for the selected period. For SPV documents and SPV messages, search also applies to indicators and charts; consult their guides before comparing. Estimated gross margin per product = Sales line-item value − NIR line-item costs, for the same product, interval and currency. The indicator compares sales with purchases in the …
• Incoming invoices Incoming invoices Find supplier invoices from SPV or uploaded and scanned files and use the original when a duplicate is detected. In Billing → Incoming invoices, find supplier invoices for the current company. The list combines invoices retrieved from SPV with those identified in uploaded or scanned documents. Search supplier or invoice number and use the SPV or Uploaded / scanned source to narrow results. For an invoice in a file, use Upload invoice; for a paper document, use Scan. Continue in the document additi…
• SPV messages …etained 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 content to identify the invoice or obligation and reported resul…

Calendar

• Check documents and due dates for a day or month …ue and outstanding balances Due dates shows issued invoices with payment deadlines in the selected day or month and a positive outstanding balance. The balance accounts for confirmed receipts and issued credit notes, including when viewing an older period. Overdue, Due today and In the next 7 days are relative to today regardless of the selected period. Overdue includes past deadlines; In the next 7 days starts tomorrow and includes day seven. Invoices due today appear separately. Consult Due dates for the selected…
• Correct a document date in Calendar …e before moving the document to another day. Documents Date correction is useful for an uploaded document appearing on the wrong day. If the chosen day differs from detection, the document retains its review flag. A Calendar change does not rewrite a Billing invoice's issue date. Compare the date with the original and save the correction The legible original and uploaded document to correct. Find the document and open the original. Identify issue date without confusing it with due date or payment date. Use Change d…
• Check daily activity and recover a deleted document …t the operation date. For a correction made today to 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 e…

Customer support

• Send a support request with relevant documents Send a support request with relevant documents Describe the specific problem and attach only information needed for checking it. Requests Support opens from the account menu. First check for an existing ticket about the same problem. A useful message specifies page, document, time, action and observed result. Do not send passwords, access codes or full card details. Describe the problem and attach documents Problem description, document identification and, if useful, a relevant screenshot or file. From the account …
• Track replies and close a resolved request …r number and read the latest reply and status. Check the indicated steps in the application. If the problem continues, describe the result and add useful new information. Use Send reply in the same ticket and check that the message appears in the conversation. After confirming the operation works, use Close. Keep the solution history; for a different problem, open a separate request. The conversation retains clarifications and the request closes after resolution is checked. It is not resolved yet. Should I send a n…

Customers

• Identify the business partner and update contact details …ame, 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 identifier where applicable, address and contact. Choose contact type and search existing records. Check other Application origins before adding a new record. Compare tax identifier and addr…
• Elimină un contact fără să pierzi documentele … asociate este eliminat; dacă are documente, este scos din lucru, iar documentele și legăturile lor rămân păstrate. Verifică fișa înainte de eliminare Drept de editare pentru firma curentă și fișa contactului pe care vrei să îl elimini. În Clienți, caută partenerul și deschide fișa. Compară numele, identificatorul fiscal și adresa înainte de eliminare. Pe computer, folosește Șterge din fișa contactului. În aplicația de telefon, deschide Aplicații → Clienți, intră în fișă și alege Elimină din listă. Verifică numele …
• Check a customer's documents and sales …partner and open the record. Check the tax identifier before interpreting amounts. In the Customers tab, view statistics and choose a product or service from the chart to see line items forming the amount. Compare documents and transactions in the same currency. Open the invoice, credit note or receipt explaining a difference. Use Download customer statement and choose the period. Check interval, document types and transaction currencies in the PDF before sending. Pe telefon, deschide Aplicații → Clienți, intră în …
• Import contacts and export the required list Import contacts and export the required list Use the Excel template and choose origin and period for exported data. Contacts Import retrieves contacts from existing records. Start with Excel template and check information before upload. 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 dow…

Documents

• Uploading supporting documents …tic 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 the next month, including for annual payment. Business includes OCR without this cap. Check extracted details before approval. From the + menu in the header, choose Add documents. Prepare invoices, statements, contracts and other company documents here, regardless of which application w…
• Document scanning … 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 details with the original in Validation or Moderation and confirm their accuracy. Uploading supporting documents Checking extracted documents Document validation Photograph a RON 180 fuel receipt. Position t…
• Find information in your account …ons. Check the document and recipient before signing or sending, and the original before moving a copy to trash. In Related documents, follow an invoice and its credit note, an invoice and its associated payment received, a paid pro forma invoice and its associated tax invoice, or a source document and signed copy. The list appears when a link is retained in Fluxe and you can access that document. Open the link to view it in its application. Similar names or amounts do not create a match; viewing alone does not rec…
• Checking extracted documents … 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. For VAT, check each printed rate, taxable base and VAT amount sepa…
• Document reports …ted period and do not automatically include every uploaded file. Then choose the appropriate financial report. In All report data, search displayed values, sort from headers and select visible rows for Pin to top, Highlight, Copy or Export CSV. XLSX, CSV and PDF exports retain the complete period report. Ai trei documente De validat, dintre care unul Necesită atenție, și două facturi emise în Facturare în luna aleasă. Mai ai de verificat trei documente în total, nu patru: documentul care necesită atenție este deja …
• Document validation … be collected, while a received invoice indicates money to be paid; these are expected amounts and do not by themselves confirm payment. On a bank statement, Credit means money coming in and Debit means money going out. A reversal or negative value reverses the direction, while contracts and inventory documents do not confirm a movement of funds. The original appears automatically when you reach the document in the list. For a multi-page PDF, scroll through the preview; pages load as you reach them, so you can cont…

Notes

• Keep an activity's context in notes …ails to review or questions for the accountant. After saving the note, check completed activities directly in the list; each checkbox saves immediately. In the editor, press Enter for a new item and Enter on an empty item to continue with normal text. Bold, lists and links help find reference points. The draft keeps unsaved text in the current tab. After reloading or returning to the same tab, choose Resume draft. Save before closing the tab or changing device; unsaved attachments must be selected again. Discard dr…
• Schedule and snooze note notifications …time. Check displayed date and time before confirmation. Choose Repeat and check whether the activity is one-off or recurring, then press Confirm. For a new or edited note, also press Save to retain note and notification. Check the displayed deadline. For additional time, choose Snooze one hour and check the new deadline. For another date, reopen notification and confirm. To stop, choose Remove notification and Confirm; also save the note if editing it. The note has the required deadline and repeat settings, or fut…

Seller Central

• Operations needing attention …e order status and submission history before repeating the change; do not assume that a missing confirmation means the operation failed. Why is a store missing from the list? Check the module and filters, access permissions and store subscription. The list contains operations already retrieved; an operation's absence does not prove that the store was checked recently. Rezultatul operației este neconfirmat. Pot retrimite? Deschide operația în modulul și magazinul indicate și verifică starea actuală înainte de o nouă…
• Managing Seller Central stores Managing Seller Central stores Choose the store and check the connection and synchronisation before working. From Seller Central → Settings, choose eMAG configuration or WooCommerce configuration. In each module, check the connection, invoicing rules and first import result. For existing stores, compare the connection status, last synchronisation and number of operations needing attention. A connection that has been created but not checked does not confirm data retrieval. For example, Atelier U2 has an eMAG store a…
• Searching store orders and products …esult, then open the record. Results use retrieved data and stores you can access. For example, the same ARHIVA-A4 code exists in two stores. Choose the result from Atelier U2 before checking the price or stock; the code alone does not identify the store. Why can I not find a product that exists in the store? Check the identifier, filters and store's last synchronisation. Search does not automatically retrieve new store data. For a tracking number, check whether the shipment has been recorded in Fluxe. Apar două re…
• eMAG … list Checking an eMAG product ranking Checking information from eMAG product links System eMAG VAT rates eMAG localities eMAG logistics addresses eMAG courier accounts eMAG parcel presets eMAG syncs eMAG notifications Settings and connection eMAG connection Activating a eMAG store eMAG dashboard eMAG billing settings eMAG rates Adding an eMAG rate Checking an eMAG rate Comenzi și livrări eMAG waybills eMAG orders eMAG returns eMAG messages and complaints Produse și stocuri eMAG offers eMAG products eMAG stock eMAG…
• WooCommerce …ses and procurement WooCommerce customer subscriptions WooCommerce customer requests Creating WooCommerce orders WooCommerce stock Checking a WooCommerce order Editing a WooCommerce order Refunding a WooCommerce order Products WooCommerce coupons WooCommerce feeds and catalog import WooCommerce products and variations Creating WooCommerce products Organising WooCommerce products Checking a WooCommerce product Editing a WooCommerce product WooCommerce brands WooCommerce tags WooCommerce attributes WooCommerce review…

Tools

• Urmărește traseele GPS ale vehiculelor …traseele. Fiecare mașină are propria culoare, iar liniile suprapuse sunt separate vizual. Alege cardul mașinii pentru poziția sa și deschide marcajele pentru informații. Poți urmări actualizările și din detaliile unei curse active. Finalizează cursa cu kilometrajul de la bord. În Curse finalizate, deschide cursa pentru a vedea drumul GPS salvat, opririle și pauzele. Distribuie harta păstrează traseul și marcajele în imagine. În Profilul meu, la Cine poate vedea fotografia, alege Doar administratorul firmei sau Admi…
• Find the right tool …dul respectiv, apoi fixează noul instrument. Poți păstra maximum cinci instrumente fixate. Find and pin tools Search for an activity, for example contract, net from gross or convert Word. Reset search to see all available tools again. Use Pin to top on a tool card to keep it at the start of the list. Pin up to five tools. Use the same command again to unpin. Urmărește traseele GPS ale vehiculelor
• Tax calculator Estimate tax and contributions for PFA sole traders and companies, based on the tax regime and the information entered.
• Risk analysis Review a company's annual financial statements, financial indicators and risk signals, with interactive charts.
• File converters File converters Document conversion Convert a document to another format
• 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 …their activity, while commission agency also depends on expressly agreed terms. For consignment, complete goods insurance and separately authorise any sale on credit. For copyright, describe the work and separately specify Assignment type, assigned rights and uses for each right, Assignment duration and Assignment territorial scope. The work's production start and end dates do not determine how long it can be used. For a commissioned work yet to be created, complete Work delivery deadline and Work acceptance deadli…
• Decisions and numbering series … consuming a number merely by prefilling the form. Open the separate HR, Administrative → Decisions category and choose the appropriate template. All fields are editable and optional; an empty field becomes a line to complete on the A4 sheet. For dismissal, fill in Dismissal-specific notes with the concrete grounds, notice period where applicable, appeal deadline and competent court. For disciplinary dismissal, describe the misconduct, provisions breached and reasons for rejecting the defence; for other templates, …

Instrumente · Document transfer

• Send documents through a PIN-protected link …hoosing email delivery, confirm the address before creating the transfer. The PIN is generated automatically unless you enter a custom one. Copy the link and PIN from the created transfer. The recipient enters the PIN before downloading files. For confidential documents, send the PIN separately from the link. In My transfers, search by title or recipient and filter by type, status and period. Active links shows transfers still allowing access. Open the transfer and close the link when documents no longer need acces…
• Request documents through a link …ou review and confirm import. Preparation does not approve documents or automatically record them in accounting. I cannot save a file to Archive. Check Archive edit permission, available space and the file's message. A file can be at most 100 MB in both Transfer and Archive. An accepted ZIP archive is retained as a ZIP file. The received file stays in the transfer if saving fails. I deleted the Archive copy. Does retrying recreate it? No. The transfer retains the save record and does not create a new copy on retry.…

Instrumente · Electronic Signing

• Semnarea electronică cu certificat … Nu introduce PIN-ul în browser și nu îl trimite altor persoane. Semnare Electronică acceptă PDF-uri care pot fi previzualizate și semnate direct în Fluxe Sign. Formularele inteligente XFA care necesită un program extern sunt excluse de la import și semnare. Încarcă numai documente PDF compatibile; programul verifică structura fișierului înainte de pregătire. Descarcă rezultatul numai după mesajul Semnat și validat. Dacă trimiterea nu este confirmată, verifică starea sau retrimite aceeași cerere; nu porni o semnare…

Instrumente · File converters

• Convert a document to another format Convert a document to another format Obtain a copy in a format suitable for reading, editing or sharing. An active Business plan is required for this activity. Conversion files are private and separate from Archive and Documents. Fluxe retains only the operation record, without filename or content. The original and downloaded copies remain on your device. A PNG image can become a PDF to send as a document. A multipage PDF can produce an image for each page. The desired format is unavailable? Choose a conversion off…

Instrumente · Handwritten signature

• Document signing …st signature for an external request. The dashboard also shows recent signings, trends over the last 30 days and people who signed recently. Select a day in the chart to compare In account and External signings, or open View daily values for the full list. Check Pending signatures for external requests that are still valid. A sent request does not mean the document has been signed; open the request to check its status and deadline. Sign in your account Open the document from Documents, Calendar, Billing or Archive …
• Signing drafts … the cards to find the appropriate documents. Select visible documents to Pin, Highlight, Copy, or Export CSV. Per page starts at 30 results and accepts values from 1 to 500. To save time, use Preview to review the document without downloading it. Continue signing from Documents to sign after reviewing it; preview does not change the document. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signed documents Archive Trash for si…
• Signed documents …te document card. In Signing history, check the latest document version, the people who signed, and the time of each signature. For another signature, continue from the latest signed version so the previous signatures are preserved. Documents signed in your account or externally can be deleted from Signing. In Signing history, review the document and confirm moving it to Trash; active links are closed. To remove it permanently, open Archive, choose Trash, select the document and confirm Permanently delete. Download…
• Archive Trash for signing documents Archive Trash for signing documents Find documents deleted from Signing in Archive and restore them without reactivating closed external links. Documents deleted from Signing are in the single Archive trash. Open Archive, choose Trash, select the document and use Restore. Restoration brings the document and its versions back to Signing history without reactivating closed external links. Documents signed in your account or externally can be permanently deleted from Archive Trash: select the document, choose Permanen…
• Saved signatures …ment is already finalised, check the version and recreation workflow before signing again. Can I request another signature on an already-signed document? Start from the latest signed version available in Signing history, check existing signatures and the next recipient. Preview the document before the new request. Using the unsigned original may produce a separate version without earlier signatures. Preparing the signature for reuse Open Saved signatures and check the signature you want to reuse. Prepare or select …

Instrumente · Legislation 2026

• Check a situation under Romanian law …ates may be missing; check the version in force and exceptions before applying it. AI explanation is optional. Ask about copyright in Romania, read the article from Law 8/1996, then search contract terms and open the template to complete it. Also ask about accounting, ONRC, ANAF, road traffic, financial legislation, SPV, e-Factura and e-Transport. No relevant legal basis found? Specify the act's name, article, situation and date. If the collection lacks the required provision, check the official source or ask a spe…

Instrumente · Risk analysis

• Analyse a company's financial risk … zero, negative or missing, no percentage is calculated. Risk analysis Review a company's annual financial statements, financial indicators and risk signals, with interactive charts.

Instrumente · Tax calculator

• Estimate taxes for your activity …or other income, income tax is RON 5,985, CAS RON 12,150 and CASS RON 8,000. RON 53,865 remains annually. Microenterprise or standard-income assessment missing from comparison? Check eligibility answers, personnel costs, linked-enterprise figures, previous-year receipts and local standard income. I do not know does not confirm tax entitlement. Calculated net differs from desired income? CAS and CASS can increase at thresholds. Net-to-gross calculation finds the lowest gross amount ensuring at least the requested ne…
• Estimate tax interest and penalties …penalty and total. Compare the result with the decision and tax records before payment. Calculating the result Interest = principal in RON × 0.0002 × calendar days from the day after the due date through settlement date inclusive. Ordinary penalty = principal in RON × 0.0001 × the same days. Non-declaration penalty = the lower of principal in RON × 0.0008 × days and principal. No ordinary penalty is added. With the statutory 75% reduction, the capped non-declaration penalty is multiplied by 25%; interest remains pa…
• Check CAS and CASS for annual income …right has its own salary and pension exceptions, which do not automatically exempt PFA, rent or dividends. Contributions already withheld/paid are not deducted from the estimate. Foreign income, copyright under actual income assessment, tourist accommodation and foreign social insurance require separate checks. Ion Popescu has self-employment income and dividends. He enters the two categories separately and compares CAS, self-employment CASS and passive-income CASS before preparing the return. You have a salary, bu…
• Check an expense's deductibility …or business travel, enter transport and accommodation only. Check result, conditions and legal basis. For sponsorship, separate non-deductible expense from tax credit; under microenterprise/standard-income assessment, do not treat the expense as reducing the income/standard-income base. Calculating the result Deductible business entertainment in RON = min(expense; max(0; 2% × statutory base − entertainment already deducted)). For a company, base = accounting profit + corporate income tax + business entertainment; f…

Seller Central · WooCommerce

• WooCommerce connection …rmation, 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 connection to co…
• WooCommerce overview and synchronisation …version to the store and records the decision in history. Resolve conflicts in Settings → Synchronizations. 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. The Atelier U2 store has new orders and an updated product. Check the connection and latest synchronisat…
• Invoicing WooCommerce orders …ily work, choose the orders or products page or the report you need; always check the selected store and period. WooCommerce orders Checking a WooCommerce order Editing a WooCommerce order Refunding a WooCommerce order Configure a pro forma invoice on ordering and an invoice after confirmed payment if you choose these automations. Check the series, tax treatment and message sender, and review an order and its documents before regular use. The order and invoice are separate records. An order has a pro forma invoice …
• WooCommerce statistics WooCommerce statistics Compare the store's revenue, orders and products in the selected period. Open the indicators, chart, comparison, and table for the selected Analytics page. Choose the period, comparison, currency and grouping for store analysis. Each selection updates the page immediately; a custom interval shows From and To dates. Select two or more rows from Products, Variations, Categories, Coupons, or Taxes and temporarily keep only the selection. Comparing the selection does not change data and can be st…
• Configuring WooCommerce statistics …r a custom interval. Progress appears in Settings → Synchronizations without duplicating existing records. 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 statistics WooCommerce revenue Analyzing WooCommerce orders You want to compare two complete …
• WooCommerce orders …ters. 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 report you need; always check the selected store a…
• Organising WooCommerce orders …e store and open Orders → Order operations. Filter by preparation, priority, assignee, label or blocker. Overdue only helps you find orders that need attention. From the order menu, 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…
• WooCommerce parcels and returns … In Orders → Parcels and returns, choose Parcels and find the order. Allocate quantities to the parcel and choose Create parcel. You can prepare several parcels from the same order, within the available quantities. Scan the product's SKU or available barcode, or manually confirm the checked quantity. After checking all items, choose Mark ready. Enter the courier, tracking number received and handover date. Use Confirm dispatch after handing over the parcel. If the order's products have changed, check the allocation…
• WooCommerce costs and analysis … and currency. The period selects orders by their date in the store's time zone; later refunds are attributed to the original order. From the order menu, choose Edit costs. Enter the cost of goods consumed, shipping, payment processing, packaging, other costs and return costs in the order currency. Use costs after deducting recoverable VAT. For goods recovered from a return, adjust the cost of goods and explain the reason. Leave an unknown cost blank; enter 0 only after checking that the cost does not apply. The re…
• Automating WooCommerce order preparation …ders placed from now on. The same version applies only once to each order, and results appear in Automation history. Pause the rule to stop future applications. Editing and saving it returns it to paused status for checking again. 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…
• WooCommerce warehouses and procurement …ave sent the order to the supplier through your usual channel. At receipt, enter the unique reference, quantities received and, optionally, the supplier document from Fluxe. Confirm received products updates only the operational register. You can receive partially or close the unreceived remainder while keeping previous receipts. To update the store, use Preview publishing to Woo and check the product and available stock totaled across warehouses. Publish available stock only if it is the stock that should be sold.…
• WooCommerce segments and campaigns …vation. Campaigns use Fluxe email sending when it is selected for the store. Unsubscribing and withdrawing consent exclude recipients. Pause the campaign before editing; check the audience again before resuming. A message with an uncertain result is not resent automatically. In Retention and estimates, compare customer return rates and estimated demand. A cohort groups customers by the month of their first known order with positive net revenue, separately for the selected store and currency. Return rate = cohort cu…
• WooCommerce coupons WooCommerce coupons Prepare discounts with verifiable limits and restrictions. In Products → Coupons, reload the store data. Use Add coupon or Edit from a coupon's menu to set its code, discount type and value. The percentage discount cannot exceed 100%. Choose expiry, usage limits, cart amount and email or product restrictions. Search by product name or SKU and choose Include or Exclude; selecting in the other list moves the product so it cannot be included and excluded simultaneously. Expiry applies at the end of…
• WooCommerce customer subscriptions WooCommerce customer subscriptions Track and change the status of subscriptions supported by the store. In Orders → Customer subscriptions, reload subscriptions from the store. The feature requires the WooCommerce Subscriptions extension to be active; the page shows only confirmed actions for each subscription. From the subscription menu, you can pause, reactivate or cancel when the current status allows it. Check the effect on recurring payments and customer access before confirming. A canceled subscription cannot…
• WooCommerce B2B customer data … the store and track the result in Synchronizations. B2B approval does not validate VAT registration, change the WordPress role or automatically set prices or credit limits. Tax checks and document conditions remain part of the order and invoicing flow. 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; al…
• WooCommerce feeds and catalog import … and does not recalculate it. For import, prepare a comma-separated CSV with no more than 100 products and 1 MB. The header contains sku and your chosen columns from name, description, short_description, status. SKU must identify exactly one product in the store. Preview the file and check the values. A blank description in an included column deletes the current description. Apply the changes and track confirmation of each operation in Synchronizations; if the product has changed, preview again. WooCommerce Find th…
• WooCommerce customer requests …omer requests, choose Add request and find the order. Complete the subject, priority, responsible person and deadline in the store's time zone. Open the request from the row menu to update its status or responsible person. Overdue deadlines remain highlighted until resolved. For context in WooCommerce, add an internal note and choose Save note to store. This note is internal and does not email the customer. Check synchronization and keep the request resolution updated. WooCommerce Find the guide for each WooCommerc…
• Creating WooCommerce orders …e 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 is: order total = s…
• WooCommerce products and variations …oduct and variation data and review changes before synchronization. Review the product's status, price, stock, images and variations before making changes. The Edit button opens the full editor, while publish, duplicate, cart, and delete actions remain on the product page. In Attributes and variations, add the product's options, then select Add variation. Choose the combination and enter its price, SKU, stock, image and other details. After confirmation, the variation appears in the table. Use Edit for details, Dup…
• Creating WooCommerce products …s page or the report you need; always check the selected store and period. WooCommerce products and variations WooCommerce stock Checking a WooCommerce product Editing a WooCommerce product A T-shirt has blue M and blue L variations with different stock. Check each variation’s code, attributes, price and quantity before creating or editing. After sending, compare the product in WooCommerce; the parent quantity does not replace stock for the ordered variation. The product’s stock seems correct, but one variation can…
• Organising WooCommerce products Organising WooCommerce products Group store products into categories and keep a consistent structure. Create, edit, and delete Brands, Categories, Tags, Attributes, attribute values, and Reviews from the dedicated pages of the Products submenu. Categories and brands maintain hierarchy and image, attributes maintain sorting and reusable values, and reviews maintain product, author, rating, and moderation status. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock…
• WooCommerce stock …he report you need; always check the selected store and period. WooCommerce products and variations Creating WooCommerce products Checking a WooCommerce product Editing a WooCommerce product Variation M has 5 units, and L has 2. Check codes and current quantities before adjusting and enter the actual reason. The stock report shows the current retrieved state, even when statistics are viewed for a previous month. I selected last month, but stock does not change. Why? The stock report is current and is not limited by…
• Activating a WooCommerce store …e WooCommerce module. Select the exact store you want to activate. Check the displayed monthly price and currency; the store's payment and invoice are separate from the main subscription. If you have a Discount code, enter it and check the result before paying. If the page offers a trial, check its duration and the date when billing starts. After the trial, the displayed fee is charged automatically unless you cancel beforehand. Choose Continue to secure checkout and check the store and amount before confirming. Af…
• Checking a WooCommerce order …ing. 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 transport must be declared and whether the company has the required SPV authorization. Enter the parties, vehicle, route, docum…
• 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 …r products page or the report you need; always check the selected store and period. Invoicing WooCommerce orders WooCommerce orders Checking a WooCommerce order Editing a WooCommerce order The RON 500 order already has a RON 100 refund. RON 400 is available. For another RON 50, check whether money has already been returned: select the gateway only when you want the processor to return money and the method allows it; otherwise record without another payment. I already returned money through the processor dashboard. …
• Checking a WooCommerce product … and compare its code, price, stock, images and publication status. For a variable product, check the attributes and the variation you need separately. Use the edit page for corrections and check the sync result. A parent product's quantity does not replace checking the stock of the variation sold. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orde…
• Editing a WooCommerce product Editing a WooCommerce product Update product information and prepare to publish it in the store. Open the product and choose to edit it. Check the name, description, images, prices and publication status; for variable products, also complete and check the variations corresponding to the attributes. Check the sale price and its period before sending. Save the changes and wait for confirmation from WooCommerce before treating them as available to buyers. WooCommerce Find the guide for each WooCommerce page, from conn…
• WooCommerce brands …ing a brand. Keep one name for the same brand and check the result in the store after sending the change. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. Several products use the same Atelier U2 brand. Search for the existing name and check its links before ch…
• WooCommerce tags …ct taxation. A changed tag is not yet visible in the store. What should I check? Check the selected store, submission result and linked products. Check whether editing was confirmed before another action. Do not create a duplicate tag to compensate for unclear synchronisation. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before d…
• WooCommerce attributes …r the same attribute. Check existing products before deleting an attribute or a value used by variations. 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. Define Size with M and L values for a variable product. Check the attribute and values before creating var…
• WooCommerce reviews …store after syncing. Before deleting, check whether the review needs to be retained to resolve a request. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. A buyer leaves a 4-star product review. Check its text, rating, product and status before moderation. Conf…
• WooCommerce customers …ected store and period. Ion Popescu’s billing address differs from his latest delivery address. Find the customer by contact and check the current order before editing details. Do not assume the saved account address is the destination for every order. The customer and an order’s buyer seem different. What should I check? Compare account identification, contact details and order addresses. A WordPress account and WooCommerce buyer may have different identifiers. Confirm the match before changing personal details. T…
• Tracking WooCommerce syncs …ur store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. The product price was edited in both Fluxe and WooCommerce. In synchronisation, compare both versions and choose the checked information. After resolving, check the actual price without assuming the latest save resolved the conflict. There is a data conflict. Which version should I keep? Compare the product or order, timing and each version’s values against the company’s actual d…
• Adding a WooCommerce store … 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 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 Checking the WooCommerce connection Testing the WooCommerce connection Changing t…
• Checking the WooCommerce connection …vailable 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 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 WooCommerce store Testing the WooCommerce connection Changing the WooComme…
• Testing the WooCommerce connection …n. 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 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 WooCommerce store Checking the WooCommerce connection Changing the WooComm…
• Changing the WooCommerce connection key …eaving 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 WooCommerce store Checking the WooCommerce connection Testing the WooComme…
• Disconnecting a WooCommerce store … until permanently deleted. To remove it, use the separate deletion page for the disconnected 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 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. Temporarily stop the Atelier U2 store connection after checking operations in progress. Confirm Disconnect…
• Deleting a WooCommerce connection …ction and check the store name and the data you need to retain before confirming. Permanently delete removes the connection and its associated operational data from Fluxe. Confirm only if you no longer need these records. 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 an…
• WooCommerce sales by product …nd the product and compare the quantity sold, orders and net sales before deciding what to purchase. Check the product and its variations when quantities differ from expectations. The displayed stock is the current stock imported from the store, not the stock at the end of the analyzed period. 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…
• WooCommerce revenue …e selected currency; the order report alone does not confirm receipt of the money in your company's account. 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 statistics Configuring WooCommerce statistics Analyzing WooCommerce orders Gross sales are …
• Analyzing WooCommerce orders …e selected currency. Open the Orders list when you need to check payment or documents, or correct an order. 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 statistics Configuring WooCommerce statistics WooCommerce revenue The chosen period contains…
• WooCommerce sales by variation …s and number of orders for each variation. Check the size, color or other attributes before restocking. The variation's current stock must be checked separately from the parent product. 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. The blue M T-shirt has 8 u…
• WooCommerce sales by category …omatically add category totals to obtain store sales; check the product classifications behind the result. 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. The same product belongs to Office and Archiving categories. Its sale may contribute to both comparisons.…
• WooCommerce coupon usage …trictions or prepare a new discount. The report shows coupon usage in the orders included in the analysis. 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. Coupon ARHIVA reduced three orders by RON 60 in total. Check included orders, coupon type and period befo…
• WooCommerce order taxes WooCommerce order taxes Check taxes imported from store orders, by code and rate. Choose the store, currency and period in Statistics → Taxes. Compare codes and rates with the orders they come from, and check product taxes and shipping taxes separately. Total taxes = taxes on order products and fees + taxes on shipping, in the report currency. Check tax documents and your company's tax regime separately; the store report is not a tax return. WooCommerce Find the guide for each WooCommerce page, from connecting the …
• WooCommerce digital product downloads …ore and period, then find the product, file or order. Compare the access time and user when resolving a request. The list shows download access records imported from the store. To check download entitlement, review the order and the buyer's permissions. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; al…
• WooCommerce stock overview … adjust a quantity, continue to the Stock page and check the product, variation and reason for the change. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. Variation M has 5 units, and L has 2. Check codes and current quantities before adjusting and enter the a…

Seller Central · eMAG

• Importing eMAG products …n imported twice. What should I check? Compare the code, product identity and Catalog link before another import. Check whether the records belong to different accounts or packaging. Use the existing linked item when it represents the same product. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product befo…
• eMAG waybills …id two shipments for the same order. The address or parcel is wrong, but shipping has started. What should 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.
• Activating a eMAG store … for the eMAG module. Select the exact store you want to activate. Check the displayed monthly price and currency; the store's payment and invoice are separate from the main subscription. If you have a Discount code, enter it and check the result before paying. If the page offers a trial, check its duration and the date when billing starts. After the trial, the displayed fee is charged automatically unless you cancel beforehand. Choose Continue to secure checkout and check the store and amount before confirming. Af…
• eMAG calculators … attributed revenue × 100. With revenue of RON 2,000 and advertising spend of RON 400, ROAS is 5 and ACOS is 20%. Profit after advertising deducts advertising spend from the contribution remaining after goods, fees, logistics and returns. For replenishment: daily sales = units sold ÷ days analysed. Reorder point = daily sales × (supply lead time + safety days), rounded up. Order quantity = the greater of zero and target stock minus available stock minus confirmed quantities awaiting receipt. The sales rate is assum…
• eMAG orders …epared for delivery. Select the eMAG account and find the order by number, customer or status. Check the last sync before using the data to prepare the parcel. From Order actions, open Change status and choose the available operation. For cancellation, select the correct reason. Check the order number, confirm the change and press Apply in eMAG. Orders prepared by eMAG have their own workflow and are not changed through these actions. If the result is unconfirmed, use Synchronise status before another change. If th…
• eMAG offers …retrieving or sending data. Importing eMAG products eMAG products eMAG stock Sending a product to eMAG The CONS-01 item’s offer has a price and stock retrieved from eMAG. Compare these with your commercial decision and deliverable quantity, then confirm only the necessary fields. Check the store offer after the operation response. Actualizarea ofertei are rezultat neclar. O retrimit? Check the offer in eMAG and the synchronisation result before retrying. Compare the values actually applied with those requested. If …
• eMAG products …n imported twice. What should I check? Compare the code, product identity and Catalog link before another import. Check whether the records belong to different accounts or packaging. Use the existing linked item when it represents the same product. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product befo…
• eMAG stock …line-item matching. If a review request appears, correct the match or balance before continuing. FBE orders do not automatically reduce own-warehouse stock; a credit note alone does not confirm physical receipt of a return. Before updating, check the intended eMAG product and warehouse. Use a confirmed quantity and track the result in the offer before making another adjustment. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG conn…
• eMAG prices …retrieving or sending data. eMAG pricing rules eMAG price schedules eMAG product costs eMAG profit calculator You want to change an offer’s price excluding VAT from RON 100 to RON 110. Compare the currency, limits and costs in Profit calculator before confirming. After sending, check the confirmed eMAG price separately from the local Catalog price. The buyer’s final price differs from the entered value. Why? Check whether you are comparing the offer’s price excluding VAT with the buyer’s displayed price, and which …
• eMAG returns …AG. Finalise only after fulfilling the customer's resolution and checking the required documents. Changing the request status does not automatically create a credit note or record goods receipt. Check documents, refund and actual quantity received separately. For an unconfirmed result, use Synchronise status before another change. 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.…
• eMAG service invoices …ocument and compare with settlement. The service invoice is an expense to assess, rather than the sales invoice to the customer. The service invoice is missing from customer invoices. Where should I look? Use eMAG Service invoices for commissions and services, and Customer invoices for sales documents. Check the period and account, then available synchronisation; the two sets of records serve different purposes. The order already has an invoice. Can I generate another? Check the order’s linked document, issuer, num…
• eMAG product costs …plicable purchase cost of RON 40/unit. The example’s cost of goods sold is 3 × 40 = RON 120. Check the cost document, currency and period, and complete missing information before analysing profit. A product has no cost. Should I treat it as zero? A missing cost is information to complete. Check the supplier invoice, unit, currency and effective date, and save the documented cost. An analysis without complete costs cannot support a margin decision. The product has estimated profit, but available money is lower. Why?…
• eMAG product feeds eMAG product feeds Check the appropriate workflow for transferring products to eMAG. To send a product from Fluxe, use the catalog's eMAG export and complete the required category and attributes. Check the product before confirming. If you are using a file provided for import into your eMAG account, follow that account's category template. The Feeds page does not confirm that products have been published. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analys…
• eMAG categories … accepted category. The Fluxe category exists, but export requires other characteristics. Why? eMAG categories have their own requirements. Select the category from the synchronised list for the correct market and complete its characteristics. Do not use a similar category merely to avoid required fields. 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 c…
• eMAG VAT rates …ication before submitting the offer. The eMAG catalog does not change your company's VAT regime in Fluxe. Check the company's regime and avoid importing a rate from another marketplace. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The offer is published in a particular eMA…
• eMAG localities …ination with a similarly named town. The address or parcel is wrong, but shipping has started. What should 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 logistics addresses …documents already issued separately. The address or parcel is wrong, but shipping has started. What should 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 courier accounts eMAG courier accounts Identify the appropriate courier for shipping an eMAG order. Select the account and review the synced couriers. Check the service and courier account before preparing the shipping label. Confirm that the selection matches the order and delivery conditions. If the information has changed in eMAG, sync before issuing the shipping document. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have …
• eMAG parcel presets …oduct dimensions as parcel dimensions. The address or parcel is wrong, but shipping has started. What should 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 campaigns … period, stock and profit at the proposed price before participating. Preparation in Fluxe does not confirm campaign enrolment. The analysed product is missing from the campaign. What should I check? Check eligibility and actual participation in your eMAG account. Compare the product, period and campaign conditions. Check profit after all costs before confirming participation. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication sta…
• eMAG profit calculator …ts. Choose the applicable rates and check the period, quantity and contractual terms. Enter zero only for a cost you have confirmed does not apply. If starting from the product record, check the prefilled values and stock source. Complete costs and other missing values; the calculator retains the selected product when you correct details or recalculate. Compare the baseline calculation with a stress scenario when assessing discounts, returns or higher costs. Confirm the required costs and conditions, then choose Ca…
• eMAG profitability analyses …sis by product and open the saved result. Check the price, quantity, currency, rates and conditions used at the time. For new conditions, start a recalculation from the existing analysis. The new calculation preserves the previous calculation's history, so you can compare decisions without losing the original assumptions. 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 cho…
• eMAG supplier product lists eMAG supplier product lists Upload the supplier's offer to check products and prices. Upload the file received from the supplier and open the import to map its columns. Check the name, codes, quantities, currency and VAT treatment. Review invalid rows separately before using the list for a ranking. Uploading the list does not publish products or automatically confirm purchase costs. After processing, continue in Product ranking from the uploaded list. Check the selected filename before starting analysis, including …
• Analyzing products from eMAG links Analyzing products from eMAG links Compare product information with the supplier's offer before calculating. Enter the links to the eMAG product and supplier offer, then start the analysis. Open the result to check the identity and values found. Compare each suggestion with the source page and confirm the values before using them in the Profit Calculator. Fill in missing information from a verified source. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analy…
• eMAG product ranking eMAG product ranking Prioritize supplier products with enough information for comparison. Choose the supplier list and start the ranking. Check product matches separately before using the opportunity ranking. Open the ranking and compare cost, quantity and the conservative scenario. A high ranking does not guarantee sales; check the sources and calculate the product's profitability before purchasing. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. S…
• Suppliers and offers for eMAG …ore yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. eMAG supplier product lists Analyzing products from eMAG links Comparing eMAG supplier offers Supplier A offers 10 units at RON 20 each plus RON 30 shipping: full cost RON 230, or RON 23/unit. Supplier B offers 10 at RON 22 with shipping included: RON 220, or RON 22/unit. Compare the same currency, tax treatment, minimum quantity and validity before choosing. The lower unit-price offer is more expensive …
• Checking eMAG product listings …ion omits dimensions. Check the actual product and complete only confirmed characteristics before publication. Do not promise accessories or performance absent from product documentation. A suggested description adds an uncertain characteristic. Should I use it? Compare the suggestion with the product, packaging and supplier documentation. Keep only verifiable information and check the eMAG presentation after updating. A suggestion does not prove an actual characteristic. I prepared the text, image or file. Is the …
• eMAG product images …roducts sent to eMAG. Choose photos that show the actual product and that you have permission to use. Check the main image when preparing to export the product from the catalog to eMAG. The AI Images page does not confirm that an image has been generated or published. To change photos for an existing offer, use product management in your eMAG account. 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 conn…
• eMAG syncs eMAG syncs Update store data and track the result of each import. Choose the account and information you want to update, such as orders, products or returns. Start the sync and track its status and completion time. Read the message for an unsuccessful operation and correct the indicated condition before retrying. If an eMAG submission has an unclear outcome, first check what was applied in your eMAG account to avoid duplication. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, del…
• eMAG notifications …us and latest synchronisation. Use current information for your next action and keep the notification only as a record of the change. Do not generate documents from an unchecked historical status. The message or notification is read. Is the operation resolved? Open the related order, product or synchronisation and check its result. Reading a notification does not apply a correction or confirm payment or shipping. Keep the operation reference and follow its final status.
• eMAG dashboard …order’s products and payments. Continue shipping through AWB and deliveries; the summary does not replace checking the order. The summary’s order count differs from eMAG. What should I check? Compare the account, market, filters and last retrieval time. Open synchronisation and check its result, then the specific orders. Do not prepare an order again before checking its current store status. The module is active, but I cannot see store data. What should I check? Compare the selected module and store, connection and…
• eMAG billing settings …, check the series and preparation or issuing conditions and save after review. For a specific order, follow the resulting document and transmission separately from the setting. I changed settings. Do old invoices change? Check existing documents and the rules for new orders. A saved setting does not confirm issuing or correcting an invoice already issued. For an incorrect document, use the Billing correction workflow. The order already has an invoice. Can I generate another? Check the order’s linked document, issu…
• eMAG rates …les and check the marketplace, currency, service and applicable period. Use Add for a new profile or open the profile that needs updating. Transcribe the terms from your company's documents and confirm them after checking. Archiving stops the profile from being used in new calculations and retains the analysis history. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose…
• Adding an eMAG rate … Prepare a rate profile using your company's contractual terms. Choose the rate type, account, marketplace, currency and period. Enter the values and schedules from the annex, preserving the order of the tiers and the conditions for applying them. For transport or processing, check the weight and dimensions of the unit being charged. Volumetric weight (kg) = length (cm) × width (cm) × height (cm) ÷ contractual divisor. Confirm the profile only after comparing it with the applicable document. eMAG Find the guide for…
• Checking an eMAG rate …olumetric weight = 6,000 ÷ 5,000 = 1.2 kg. Check the divisor, bands and charged unit in your own contract before confirming the profile. The analysis rate differs from the new contract appendix. What should I do? Check the version, period and selected profile and enter the documented conditions. Recalculate a new analysis with the correct profile; historical analyses keep conditions from their time. Do not rewrite old assumptions without keeping the comparison. The product has estimated profit, but available money …
• Generating an eMAG shipping label …id two shipments for the same order. The address or parcel is wrong, but shipping has started. What should 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.
• Checking an eMAG price schedule Checking an eMAG price schedule Track results and adjust the schedule when conditions change. Open the schedule from the list and compare the product, price, financial analysis and next run. Check the history before changing or resuming the schedule. Use pause when the conditions need review and cancellation when the schedule is no longer needed. An unconfirmed submission requires checking the price in eMAG before trying again. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deli…
• Checking an eMAG product ranking …lator only for a checked product. The top-ranked product does not match. Should I confirm it? Check identity and reject the incorrect match. Complete missing information and compare candidates before confirming. Ranking and ROI do not replace checking the product and costs. 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 …
• Checking a supplier for eMAG …g a supplier for eMAG Review the supplier's identity, sources and offers. In Suppliers and offers, open the supplier and check its identity and the information from sources. Confirm the supplier only after completing the commercial checks your company requires. Review offer versions and the terms for quantity, packaging and validity. Open the comparison for the product offer you want to purchase. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start…
• Comparing eMAG supplier offers Comparing eMAG supplier offers Compare the full product cost for the quantity you will order. From the supplier offer, open the comparison and enter Desired units and, if applicable, Maximum budget. Choose Recalculate comparison and check the actual quantity after applying the minimum order and packaging multiples. Goods value = actual quantity × unit price. Full cost per unit = full batch cost ÷ actual quantity. Compare values in the same currency; if the analysis uses a different quantity, choose Recalculate in c…
• Checking information from eMAG product links Checking information from eMAG product links Confirm sources and values before using them to calculate profit. In Link analysis, open the result and compare the product, price and terms with the source page. Check the observation time, quantity and currency. Correct suggestions that do not match and confirm the verified data for the calculator. A suggestion extracted from a page does not confirm the product's identity or the offer's commercial validity. eMAG Find the guide for the eMAG page you are working on: orde…

Declarations and reporting

• Preparing and submitting returns to ANAF …ange 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 register an…
• Declaration D100 …g depreciation, stock, prepaid expenses and deferred income. Document validation source surse Drafts ciorne Trial balance In Tax calculation, Classification of accounts 6 and 7, use Add classification and complete Accounting account, Tax treatment, Justification and Legal basis. Separately check non-deductible expenses and non-taxable income against business documents. Tax calculation In Documented tax adjustments, use Add adjustment and complete Type, Amount, Explanation and supporting document, Legal basis. Do no…
• Declaration D101 …g depreciation, stock, prepaid expenses and deferred income. Document validation source surse Drafts ciorne Trial balance In Tax calculation, Classification of accounts 6 and 7, use Add classification and complete Accounting account, Tax treatment, Justification and Legal basis. Separately check non-deductible expenses and non-taxable income against business documents. Tax calculation In Documented tax adjustments, use Add adjustment and complete Type, Amount, Explanation and supporting document, Legal basis. Do no…
• Declaration D112 Declaration D112 Prepare payroll liabilities from confirmed payroll, choose the official form for the month and check each employee before submission. D112 covers payroll obligations and individual records of insured persons. The usual deadline is the 25th, inclusive, of the following month. Quarterly filing is permitted only for legally eligible categories: prepare a return for each month of the quarter, all due by the 25th, inclusive, of the month following the quarter. For July–December 2026, use the D112 versio…
• Declaration D205 …corrective return. Determine reportable beneficiaries and categories for the return year. Reconcile income, taxable amounts, tax withheld and payments with the accounts and related declarations. Download D205 software for the income year and check the last update date on the ANAF page. Import or enter the data, run the official validation and resolve relevant errors and warnings. Compare the final totals in D205 with the reconciled position in Fluxe and related declarations. Sign with the registered qualified certi…
• D300 VAT return …erical errors. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operation nature and evidence of the place of supply. VAT journals, double-entry VAT accou…
• Special VAT expense report D301 …k the document, currency, exchange rate, base in lei, rate and VAT due. Attach the basis and supporting evidence for each item, then reconcile the total with the accounts. Download the smart D301 form valid for the operation and check the last update date on the ANAF page. Import or enter the data, run the official validation and resolve relevant errors and warnings. Compare the final totals in D301 with the reconciled position in Fluxe and related declarations. Sign with the registered qualified certificate and su…
• Recapitulative Declaration D390 VIES …ery exemption. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operation nature and evidence of the place of supply. VAT journals, double-entry VAT accou…
• D394 information return … RO e-Factura. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operation nature and evidence of the place of supply. VAT journals, double-entry VAT accou…
• Special VAT return D398 — OSS and IOSS …us OSS returns and corrections broken down by original period. Check the special regime and registration period. Separate EU OSS, non-EU OSS or IOSS operations from those remaining in the ordinary VAT return. Tax profile and registered obligations Check sales documents and returns together with evidence of the place of consumption. Do not treat all EU sales as OSS. Document validation Foreign currency sales In D398, check the taxable base, rate and VAT for each member state. Compare the source currency with the ret…
• D406 information return — SAF-T …NAF 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 submission re…
• Declaration D700 …egistered obligations. You do not know when monthly VAT begins For an intra-Community goods acquisition taxable in Romania: in the first quarter month, monthly from the first month; in the second, the first two months form a separate period and monthly begins in the third; in the third, the current quarter remains quarterly and monthly begins next quarter. Also check the notification deadline of 5 working days after the tax-point month ends. You selected the wrong change or date Compare with the document and event …
• D710 corrective return …and period. Compare the historical version with the submitted file and receipt, not just the latest saved version. Istoric D100 Rebuild the correct calculation from documents and entries, support the difference and check the correcting accounting entry. Do not overwrite an already posted entry or closed period. Tax calculation Trial balance Posted and reversed postate-storno In D710, prepare the obligation, period, D100 reference, previous amount, corrected amount, difference and reason. If previously amended, the …
• D212 single tax return … source and category. Invoices, receipts, statements and expense documents for activity taxed on actual income; tax records and inventory. Documents for income from other sources or abroad and evidence of tax paid abroad where applicable. The person’s CAS/CASS position, exceptions and options, previous return and submission receipt. Select the person/activity and confirm the accounting and tax regime. Separate actual income taxation from standard income taxation and other categories; do not apply one category’s rul…
• Intrastat Statistical Declaration …e. Invoiced/statistical values, relevant transport costs, INS notification and previous declarations. Determine the obligation for each flow and starting month from annual cumulative goods values. Check the business profile and INS notification; one flow’s threshold cannot be offset against the other. Tax profile and registered obligations Check invoices in Foreign currency purchases and Foreign currency sales, but compare the period with physical goods movement. Separate services, returns, transfers and processing…