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• Subscriptions …t renewal: a code for the first invoice does not automatically reduce subsequent invoices. On the invoice, the discount is identified by the text "Commercial discount according to discount code [COD]", where COD is the code used. Resolve common situations If the lei equivalent differs from an earlier day, check the date and value of BNR exchange rate. A payment already prepared retains the amount of that order. If the first store was removed, check the prices of the remaining stores: the next eligible store may rec…
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Security and communication

• Privacy and DPA agreement About account documents Review the terms of service and how data is processed before creating your company's account or accepting a new version. The Terms describe use of the service, the Privacy Policy explains data processing, and the DPA describes the data processing relationship for the company's account. Important! Read the displayed version before confirming. If documents are updated and new acceptance is needed, Fluxe will ask you to confirm the current version. How to view documents Open the Terms or Privac…
• Frequently asked questions intrebare-af921b832c basics Where can I find an invoice that I issued? All issued invoices remain in Invoicing, in the Issued Documents section. You can filter by date, customer, series, or number. Open the invoice for preview, download, sending, or checking collection. billing View Invoicing guide intrebare-73291d78cd basics How do I keep notifications that still need attention visible? After resolving a notification, you can dismiss it to keep only messages that still need attention in the list. Clear all dismiss…

Company activity

• Billing 1 Billing Billing Issue commercial documents and connect the client with SPV. from-cyan-500 to-sky-600 admin.apps.show Issue documents Series and templates Client authorization in SPV SPV documents and reports Billing You create commercial documents, track collections, and keep all issued versions in a clear record. Prepare and issue documents The nomenclature with sorting by application or marketplace, eMAG and WooCommerce sources, and separate stocks Sorting by Application / marketplace module groups items, and l…
• 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 … details table and confirmation dialog 1. Filter or search → 2. Click Select on the parent instrument → 3. Check the full context below the separator → 4. Open commercial documents from the details table → 5. Edit or delete only from the selected context, exclusively in a dialog. Partner mappings with identities from documents, the confirmed match, human confirmation and version history Select the period → Verify the identity and Tax ID / CUI from the document → Confirm an existing partner or create a new one → Dow…
• Customers …Workspace for contacts, leads 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…
• AI Assistant …yses and answers derived from company 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. …

Organization

• Tools … Electronic Signing Tax calculator Legislation 2026 Risk analysis File converters Document templates Document transfer Vehiculele firmei Tools Prepare template documents, sign, estimate taxes and exchange files with customers or collaborators. Choose the tool for your activity Urmărește traseele GPS ale vehiculelor Compari drumurile înregistrate de mașini, opririle și pauzele, apoi consulți traseul păstrat la cursa finalizată. Find the right tool Reach the required activity quickly and keep frequent tools at the to…
• Handwritten signature …rnal signing Secure link with temporary PIN and permanent revocation Handwritten signature You sign in your account and track externally sent or already signed documents in one place. Prepare the document for signing Public page for external signing, with tabs above the document, actions below the document, and rotation at the end of the size slider After PIN verification, review each document and choose the signature position. Set the size and rotation separately for each document. The 'Request external signature'…
• Archive …lus for request, diagonal arrow for opening, and down arrow for downloading. Organise and find files in Archive Choose the right period, folder and filters for documents kept in the account. Check and download selected files Compare documents in preview and save the checked file or selection to your device. Recover files from trash or permanently remove them Check deleted documents and choose restoration or permitted permanent removal. You keep this year’s contracts in a folder and accidentally move a file to Trash…
• Notes 8 Notes Notes Quick internal notes with inline links to local documents and attachments. from-slate-500 to-cyan-600 admin.apps.show Simple internal editor, no complicated menus Search documents directly from * Local attachments and quick editing Notes Quickly write down internal ideas and information and link them to relevant documents or files. Write notes and schedule reminders Keep an activity's context in notes Write internal information, link relevant documents and update the note as work progresses. Schedule …

Integrations and support

• Customer support …k a support request The main screen of the Customer Support application The status of requests and the action for a new ticket are immediately visible. Account Documents Selector with search by name or ID and selected documents 1. Enter the name or ID → 2. Choose the document or image → 3. Send the ticket; the document ID remains visible for troubleshooting. Send a support request with relevant documents Describe the specific problem and attach only information needed for checking it. Track replies and close a reso…

AI Assistant

• Requests and confirmations in AI Assistant …vailable financial trend. The analysis uses public data and does not represent a guarantee or an automated commercial decision. For your own company, ask “Show my company details.” You receive the identification, tax, and accounting details, bank accounts, and contacts saved in the account, only in the context of the active company. Pentru o modificare în profil, scrie de exemplu „Schimbă localitatea firmei în București” sau „Modifică numărul de zecimale al firmei la 4”. Poți actualiza adresa, localitatea, județul,…

Accounting

• Organize your company's dashboard …ts in revenue accounts. Expenses = debits − credits in expense accounts. Loss = maximum of 0 and Expenses − Revenue. Turnover = sales of products, goods and services − commercial discounts granted. Values are in RON and use posted accounting entries; native closing entries are excluded. The absence of entries does not mean there was no activity. Clients are ranked by net invoiced value in RON, after credit notes and excluding advances. Other currencies are not added to RON. In today's activity, Fully covered means …
• Validating documents before accounting recognition Validating documents before accounting recognition Check the original, classification and period before the document feeds registers and returns. Confirming details and preserving the original The accounting suggestion prepared after approval has no accounting effect without human confirmation. Check classification, date and accounts before preparing and posting the entry. Discarding an uploaded document keeps it recoverable for 7 days. Check the selected document before removal and use the available recovery if yo…
• Bank reconciliation: allocating statement movements …ents Allocate each bank movement to the correct document and check balances and outstanding amounts. Compare the bank statement transaction with its supporting documents, then confirm or reject the suggested match or add an allocation. A suggestion does not change accounting records. Confirm the association after checking the documents, then generate the draft journal entry separately if needed. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting…
• Accounting analyses Accounting analyses Identify documents requiring review and compare bank transaction coverage for the company's interval. Documents to review Choose the period, then open the items in Documents to review. Compare the original with the recorded information, fill in any missing date or value and confirm the document only after checking it. Viewing the analysis does not approve documents or post journal entries. Control by periods Compare the document count, transactions read from statements and allocated amounts. Unr…
• Accounting reports …t answering your question and compare the same periods and data sources. Choosing the report Inventory management tracks inventory; Invoicing tracks issued tax documents; Accounting records tracks posted entries. Tax compliance, Payroll and human resources, and Tax advice and optimisation have their own confirmed sources. Choose the report according to the amount you want to explain, rather than similarities between titles. Comparisons between periods Check the interval and grouping by month, quarter or year. For I…
• Tax profile: establish obligations before recording transactions …details before confirming and consult the history to track a change. Updating Fluxe does not submit the change to ANAF. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D700 — form and instructions, OPANAF 15/2026 ANAF — intra-Community goods acquisitions and VAT period changes in 2026 ANAF — microenterprise conditions and D700 classification notification in 2026 ANAF — leaving the microenterprise regime during the year, August …
• Importing and exporting accounting data … the company's accounting regime: SAGA C for double-entry or SAGA P.S. for single-entry accounting. Orders is available only for double-entry accounting. Check documents and tax classifications before exporting, including the codes and treatment of intra-community transactions. Blocked or unconfirmed items are excluded from the file; complete them on the source page and check again. Download the XML for the required dataset or use Download ZIP package for all datasets containing items. Read the instructions and sum…
• Check supporting documents for bank transactions Check supporting documents for bank transactions Find statement transactions that still need a supporting document. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The period’s bank statements and supporting documents uploaded or issued in Fluxe. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. In Ac…
• Accounting onboarding and takeover Accounting onboarding and takeover Establish where Fluxe records begin and check transferred documents and balances. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The latest trial balance and subsidiary account ledgers for double-entry bookkeeping. The receipts and payments journal and inventory register for single-entry bookkeeping. Customer, supplier, bank, cash, stock and fixed asset statements at the tak…
• Accounting periods: opening and locking … periods: opening and locking Set the interval in which entries can be recorded and check closing after reconciliation. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The 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 com…
• Accounting mappings: accounts used for drafts …nting mappings: accounts used for drafts Establish accounting mappings for transaction types and their effective dates. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The company's accounting policies. The chart of accounts and sample documents for each workflow used. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and a…
• From supporting document to draft journal entry …to draft journal entry Prepare the entry using the verified source and retain its link to the document and transaction. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The approved document or confirmed transaction: invoice, reconciled statement or another source in the table. Supporting documents required for classification and the applicable accounting mapping. Check the active company, period and editing pe…
• Reviewing and posting draft entries Reviewing and posting draft entries Review the proposed entry before it enters the general journal and reports. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The supporting document and economic explanation for each entry. The accounting mapping and open period applicable to the entry. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company…
• Correcting posted entries through reversal …ed entries through reversal Retain the original entry and document the correction without rewriting accounting history. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The original entry and document substantiating the error. The correction document, explanation and accounting date established for the correction. Check the active company, period and editing permission before any confirmation. Follow only steps…
• Accounting items Accounting items Record adjustments supported by documents and review drafts before posting. Reviewing a manual entry In Add journal entry, complete the date, description and lines using the supporting document. The required relationship is: total debits = sum of debit lines = sum of credit lines = total credits. Saving keeps the entry as a draft until confirmation and posting. A posted entry is not overwritten: use reversal, with an open period, correction date, reason and review of the reversing entry. Accounting…
• Fixed assets …B document and history remain intact, and a linked document triggers the shared warning. An accountant with View permission can consult the register and source documents. To add, correct, archive or dispose of an asset, ask the company for Edit permission; the data remains unchanged until the request is accepted. Planned depreciation and asset disposal In Derecognition, check the asset by its inventory number and name. Review its status, planned depreciation and journal entry lines before preparing derecognition. T…
• Payroll: calculating and reviewing the month …ating and reviewing the month Check employees and contracts, compute the month and reconcile payroll before the return. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D112 — instructions applicable from July 2026, Order 605/95/928/2314/2026 ANAF — D112 versions by reporting month ANAF — tax obligations calendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 Individual employment co…
• Month-end closing before returns Month-end closing before returns Check documents, depreciation and accounting profit or loss before locking the period. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The month's approved documents and bank, cash, stock and fixed asset registers. The trial balance, account ledgers, balance explanations and depreciation computation. Check the active company, period and editing permission before any confirmatio…
• 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 Entries in RON: checking the period's documents In “Entries in RON”, trace each document back to its verified source and accounting entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare invoices and other documents received in lei. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirm…
• Entries in foreign currency: checking the period's documents Entries in foreign currency: checking the period's documents In “Entries in foreign currency”, trace each document back to its verified source and accounting entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare foreign-currency invoices and purchase documents, together with exchange-rate evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check …
• Outgoing in RON: checking the period's documents Outgoing in RON: checking the period's documents In “Outgoing in RON”, trace each document back to its verified source and accounting entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare invoices issued in lei and related correction documents. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission befor…
• Outgoing in foreign currency: checking the period's documents Outgoing in foreign currency: checking the period's documents In “Outgoing in foreign currency”, trace each document back to its verified source and accounting entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare invoices issued in foreign currency and documents supporting the transaction and exchange rate. The contract, receipt, delivery or correction document explaining the transaction, as applicab…
• e-Invoices: checking the period's documents e-Invoices: checking the period's documents In “e-Invoices”, trace each document back to its verified source and accounting entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare issued tax invoices and invoices received through SPV, with communication evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing…
• RON bank journal …document and complete the details. Do not upload a copy to force transactions to appear; you may duplicate the sources. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The complete account statement, including opening and closing balances. Supporting documents for each transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's leg…
• RON cash book RON cash book Record cash in RON only on the basis of supporting documents and check the cash balance. Cash and the supporting document Use Add cash transaction to record the movement in the register's currency and attach the supporting document. Balance after item = Previous balance in the same currency + Receipt − Payment. Do not add different currencies together or record a second transaction for cash already taken from the document. Check the accounting balance in RON separately for foreign currency transaction…
• Foreign currency bank journal …document and complete the details. Do not upload a copy to force transactions to appear; you may duplicate the sources. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The complete account statement, including opening and closing balances. Supporting documents for each transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's leg…
• Foreign currency cash book Foreign currency cash book Record cash in foreign currency only on the basis of supporting documents and check the cash balance. Cash and the supporting document Use Add cash transaction to record the movement in the register's currency and attach the supporting document. Balance after item = Previous balance in the same currency + Receipt − Payment. Do not add different currencies together or record a second transaction for cash already taken from the document. Check the accounting balance in RON separately for fo…
• Transfers between warehouses Transfers between warehouses In “Transfers between warehouses”, check the documents and stock movement before confirming their accounting effect. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 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 a…
• Consumption vouchers Consumption vouchers In “Consumption vouchers”, check the documents and stock movement before confirming their accounting effect. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare issued 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 …
• Disassemblies Disassemblies In “Disassemblies”, check the documents and stock movement before confirming their accounting effect. Preserving inventory value Weighted average cost (CMP) = value balance before the operation ÷ quantity balance before the operation, rounded to the ban. Value issued = quantity issued × Weighted average cost; when the entire balance is issued, the exact value balance is used. Output value = sum of the values of each receipt. Confirmation requires Output value = Value issued. Allocate the value among t…
• Special operations …d compare movement direction, item, warehouse, quantity, cost and reason with supporting documents. Use this page only for a supported transaction with no existing commercial workflow. Do not create a movement parallel to an invoice or till receipt. After confirmation, compare the movement in the item record with the stock position. In double-entry accounting, check the journal entry and its posting separately. Item ledgers Stock situation Draft notes ciorne The quantity or value does not match the documents. Check…
• Stock reduction adjustments Stock reduction adjustments In “Stock value adjustments”, check the documents and stock movement before confirming their accounting effect. Value correction New quantity = Old quantity. New value balance = Old value balance + Value adjustment. The adjustment changes only the value and does not substantiate a physical quantity difference. Check the document approving the adjustment and the date of the last movement. The adjustment cannot create value without quantity or produce a negative balance; for a physical dif…
• Stock inventory count Stock inventory count In “Stock inventory count”, check the documents and stock movement before confirming their accounting effect. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare authorization, 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 ste…
• Issuance of inventory items for use Issuance of inventory items for use In “Putting low-value assets into use”, check the documents and stock movement before confirming their accounting effect. Location and person using the asset In Movement history, search for the item, document, location or reason and check operations already confirmed. Add movement records commissioning, transfer, return to the warehouse or disposal. Compare the date, destination and custodian with the supporting document before confirming. Correcting a confirmed movement Edit add…
• Production: consumption and finished goods Production: consumption and finished goods In “Production: consumption and finished goods”, check the documents and stock movement before confirming their accounting effect. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare production order, actual consumption, output delivery document and loss justification. The item record and stock position in the relevant warehouse. Check the active company, period a…
• Orders Orders In “Orders: line items, delivery and invoicing”, prepare the data from actual documents and check the result in the associated records. Order quantities and values Line value = Quantity × Unit price. Line total = Line value + Line VAT. VAT applies only according to the transaction and the company's regime; VAT is zero on documents issued by a company that is not VAT-registered. Uninvoiced quantity = maximum(Ordered quantity − Invoiced quantity, 0). Compare what was ordered, delivered and invoiced separately.…
• Contracts Contracts In “Commercial contracts: advances and instalments”, prepare the data from actual documents and check the result in the associated records. Dividing the contract value Value to schedule = Contract value − Advance. Base instalment in bani = the integer part of Value to schedule in bani ÷ Number of instalments. Remainder to allocate in bani = the remainder when dividing the value to schedule in bani by the number of instalments. The first instalments each receive one ban from the remainder so that the sum o…
• Generating invoices from contractual instalments Generating invoices from contractual instalments In “Generating invoices from contractual instalments”, prepare the data from actual documents and check the result in the associated records. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 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 appli…
• Daily allowances Daily allowances In “Daily allowances: travel and checking the taxable portion”, prepare the data from actual documents and check the result in the associated records. Travel allowance granted and checking limits Travel allowance = Daily allowance granted × Eligible days. The calculation from the entered daily values is: Calculated amount above the entered daily limit, in RON = maximum(Daily allowance granted − Tax-exempt daily allowance, 0) × Eligible days × Exchange rate. Confirm the eligible duration, the limit …
• Vehicle logbooks: routes and vehicle use Vehicle logbooks: routes and vehicle use In “Vehicle logbooks: routes and vehicle use”, prepare the data from actual documents and check the result in the associated records. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 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 applicab…
• Prepaid expenses: allocation across periods Prepaid expenses: allocation across periods In “Prepaid expenses: allocation across periods”, prepare the data from actual documents and check the result in the associated records. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 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 t…
• Deferred income: recognition in the correct period Deferred income: recognition in the correct period In “Deferred income: recognition in the correct period”, prepare the data from actual documents and check the result in the associated records. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 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…
• Single-entry transaction list Single-entry transaction list In “Single-entry transaction list”, prepare the data from actual documents and check the result in the associated records. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules OMFP No. 170/2015 — single-entry bookkeeping 10 September 2026 Prepare invoices, receipts, statements and other evidence of receipts and payments. Check the active company, period and editing permission before any confirmation. Fo…
• Payment instrument processing: checks …count and dates. Do not assume legal validity merely because the document was recognized. Upload documents On the instrument page, use ‘Add allocation’, check ‘Commercial bill account’ and add the covered invoices. Compare each allocated amount with the invoice balance. Check the allocated total, remaining amount and due date. Allocation confirmation records the instrument and does not prove payment. After the actual bank movement, reconcile the statement and check the journal entry separately. Bank reconciliation …
• Payment instrument status: checks Payment instrument status: checks For checks, check due dates, amounts and proof of settlement. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Issued and received instruments, their allocations and relevant bank statements. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the period and check…
• Payment instrument processing: promissory notes …count and dates. Do not assume legal validity merely because the document was recognized. Upload documents On the instrument page, use ‘Add allocation’, check ‘Commercial bill account’ and add the covered invoices. Compare each allocated amount with the invoice balance. Check the allocated total, remaining amount and due date. Allocation confirmation records the instrument and does not prove payment. After the actual bank movement, reconcile the statement and check the journal entry separately. Bank reconciliation …
• Payment instrument status: promissory notes Payment instrument status: promissory notes For promissory notes, check due dates, amounts and proof of settlement. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Issued and received instruments, their allocations and relevant bank statements. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select …
• Tax calculation: the tax base and tax due …and the 70% limit applies to cumulative losses. For a non-calendar tax year, check the year in which the tax period begins. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D100 — form and instructions, OPANAF 57/2026 OUG 153/2020 — Article I(13) and Article VI: deadline exceptions for 2021–2025 ANAF — microenterprise conditions and D700 classification notification in 2026 ANAF — 1% microenterprise rate applied to the Article 53…
• Corporate Income Tax Record Register … the 70% limit applies to cumulative losses. For a non-calendar tax year, check the year in which the tax period begins. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D100 — form and instructions, OPANAF 57/2026 OUG 153/2020 — Article I(13) and Article VI: deadline exceptions for 2021–2025 ANAF — microenterprise conditions and D700 classification notification in 2026 ANAF — 1% microenterprise rate applied to the Article 53 ta…
• Purchase journal: checking deductible VAT …ournal: checking deductible VAT Check purchases and the VAT deduction period before preparing D300 and related returns. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D300 — form and instructions, OPANAF 174/2026 ANAF — intra-Community goods acquisitions and VAT period changes in 2026 OPANAF 3604/2015, amended by OPANAF 779/2024 — correction of clerical errors in D300 OUG 8/2026 — VAT cash accounting threshold and rules OPANAF…
• Sales journal: checking output VAT …rnal: checking output VAT Check sales and when output VAT becomes chargeable before preparing D300 and related returns. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D300 — form and instructions, OPANAF 174/2026 ANAF — intra-Community goods acquisitions and VAT period changes in 2026 OPANAF 3604/2015, amended by OPANAF 779/2024 — correction of clerical errors in D300 OUG 8/2026 — VAT cash accounting threshold and rules OPANAF…
• Balance sheet: checking financial statements …ng financial statements Reconcile accounting balances and financial statement rows before completing the official form. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules ANAF — preparing and filing the 2025 financial statements OMFP No. 170/2015 — natural persons' records and the double-entry option 10 September 2026 The final and comparative-period trial balances, account ledgers and opening balance reconciliation. The inventory…
• e-VAT: checking differences against company records e-VAT: checking differences against company records Compare available tax information with the period's documents and returns. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D300 — form and instructions, OPANAF 174/2026 ANAF — intra-Community goods acquisitions and VAT period changes in 2026 OPANAF 3604/2015, amended by OPANAF 779/2024 — correction of clerical errors in D300 OUG 8/2026 — VAT cash accounting threshold and rules…
• RO e-Transport in Accounting: document control …rt in Accounting: document control Check transport classification, missing details and evidence linked to the document. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The invoice, delivery note, order and transport documents. Party details, route, vehicle, goods, quantities and UIT documents, if required. Check the active company, period and editing permission before any confirmation. Follow only steps applic…
• Chart of accounts: add and edit from the form …counts: 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 accounts” for …
• Suppliers … agent of the current company. Check the selected person before saving; you can later search or sort partners by agent. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and 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 …
• Customers … agent of the current company. Check the selected person before saving; you can later search or sort partners by agent. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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” fo…
• Delivery addresses: add and edit from the form …resses: 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 “Delivery ad…
• Agents: add and edit from the form …aw 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 “Agents” for the active company and search for the existing record before adding a new entry. Compare agent identity, status and associa…
• Items: controlled addition and editing …d 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 company's legal form …
• Item and service types: add and edit from the form … 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 regime. Open “Item a…
• Item groups: add and edit from the form …ion you can justify in the form. Calculated values and historical links remain available for checking only. Use the same classification when comparing periods. Commercial grouping alone does not determine deductibility or VAT treatment. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document sho…
• Warehouses: add and edit from the form …houses: 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. Op…
• Branches Branches Add a new entry or correct an existing one in a pop-up form separate from the table. Branches used in documents Check associations before removal. A branch used by inventory locations or historical cash receipts is deactivated, while documents and historical links are retained. Restore reactivates the same item without creating a duplicate branch. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepar…
• Vehicles …rate alerts. An incorrectly entered date can produce an incorrect alert; always compare the deadline with the document. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 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 for…
• 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 … — 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 “Contract types” for the active company and search for the existing record before adding a new entry. Compare contract name and category with the document…
• Operation types: add and edit from the form … 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. Open “Op…
• 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 … 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 regi…
• Cost centers: recording and allocation …ecording and allocation Record centres, allocate amounts through confirmed allocations and review each centre's result. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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 i…
• Profit centers: recording and allocation …ecording and allocation Record centres, allocate amounts through confirmed allocations and review each centre's result. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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” …
• Currencies and exchange rate checks: add and edit from the form …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 legal form and accounting regime…
• Employees: adding, editing, and payroll details …ing, 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 Identity documents and i…
• Employment contracts: the version applicable to the month …s: the version applicable to the month Record contract details and amendments without losing confirmed payroll history. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D112 — instructions applicable from July 2026, Order 605/95/928/2314/2026 ANAF — D112 versions by reporting month ANAF — tax obligations calendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 The signed contract and …
• Trial balance Trial balance In “Trial balance”, trace totals back to their documents and correct differences at the source. Balances and movements The net balance relationship is: closing balance = opening balance + debit movements − credit movements. A net debit balance is positive and a net credit balance is negative; check the separate debit/credit presentation in the report. For an opening debit balance of RON 1,000, debit movements of RON 300 and credit movements of RON 200, the closing balance is RON 1,100 debit. Reviewing…
• Account sheet Account sheet In “Account sheet”, trace totals back to their documents and correct differences at the source. Account balance and movements The balance starts from the opening balance and includes only the company's posted entries in accounting order: balance after transaction = opening balance + cumulative debits − cumulative credits. For the net balance, a positive value is a debit balance and a negative value is a credit balance. Search and filters narrow the displayed rows without recalculating the balance. Ope…
• the big book the big book In “the big book”, trace totals back to their documents and correct differences at the source. Balances and movements The net balance relationship is: closing balance = opening balance + debit movements − credit movements. A net debit balance is positive and a net credit balance is negative; check the separate debit/credit presentation in the report. For an opening debit balance of RON 1,000, debit movements of RON 300 and credit movements of RON 200, the closing balance is RON 1,100 debit. Reviewing t…
• Journal Register Journal Register In “Journal Register”, trace totals back to their documents and correct differences at the source. Entries included in the journal The official journal contains posted entries together with their reversals. 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 reta…
• Inventory register: tracking stock movements: checking and explaining amounts Inventory register: tracking stock movements: checking and explaining amounts In “Inventory register: tracking stock movements”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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 st…
• Supplier situation: checking and explaining amounts Supplier situation: checking and explaining amounts In “Supplier situation”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare received invoices, payments, corrections and balance confirmations. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal for…
• Customer situation Customer situation In “Customer situation”, trace totals back to their documents and correct differences at the source. Amounts still to collect Amount receivable = maximum(0, Total invoiced − Received). Compare confirmed receipts with the customer's invoices and keep documents in different currencies separate. A RON 1,000 invoice with confirmed receipts of RON 750 leaves RON 250 receivable. A payment order received from a customer is not, by itself, evidence that the company's account has been credited. Accounting…
• Procurement Overview: checking and explaining amounts Procurement Overview: checking and explaining amounts In “Procurement Overview”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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 ac…
• Sales Overview: checking and explaining amounts Sales Overview: checking and explaining amounts In “Sales Overview”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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. Sele…
• Consumptions Overview: checking and explaining amounts Consumptions Overview: checking and explaining amounts In “Consumptions Overview”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial 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 fo…
• Item ledgers: checking and explaining amounts Item ledgers: checking and explaining amounts In “Item ledgers”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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. Sele…
• Low-value asset status: checking and explaining amounts Low-value asset status: checking and explaining amounts In “Low-value asset status”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting 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…
• Production Overview: checking and explaining amounts Production Overview: checking and explaining amounts In “Production Overview”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and 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 f…
• SGR Packaging Overview: checking and explaining amounts SGR Packaging Overview: checking and explaining amounts In “SGR Packaging Overview”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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 a…
• Management report Management report In “Management report”, trace totals back to their documents and correct differences at the source. Inventory location balance Opening balance = Closing balance − Receipts + Issues. Balance after item = Previous balance + Receipt − Issue. Closing balance = Opening balance + Receipts − Issues. For an opening balance of RON 10,000, receipts of RON 4,000 and issues of RON 3,000, the closing balance is RON 11,000. Check the document for each movement and the selected inventory location; a transfer has…
• Orders Overview: checking and explaining amounts Orders Overview: checking and explaining amounts In “Orders Overview”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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 regi…
• Stock situation Stock situation In “Stock situation”, trace totals back to their documents and correct differences 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 …
• Managerial situations: checking and explaining amounts Managerial situations: checking and explaining amounts In “Managerial situations”, trace totals back to their documents and correct differences at the source. 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 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 an…
• Receipts and payments journal for single-entry bookkeeping Receipts and payments journal for single-entry bookkeeping Track money received and paid chronologically, with documents needed for the annual computation. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules OMFP No. 170/2015 — single-entry bookkeeping 10 September 2026 Statements, receipts and other evidence of collection or payment. Invoices and documents supporting the nature of transactions. Check the active company, period and…
• Checking the ledger before recording and reporting …ledger before recording and reporting Identify periods, mappings and entries requiring review before preparing returns. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The period's documents and list of transactions to finalize. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Control’ in the G…
• Account Mappings Account Mappings In “Account Mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — 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…
• VAT Mappings VAT Mappings In “VAT Mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial 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’ a…
• Document type mappings Document type mappings In “Document type mappings”, confirm the correct data mapping before preparing documents or transferring data. 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 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 …
• Partner Mappings Partner Mappings In “Partner Mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare source document and partner tax details. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Partner Mappings’ and ident…
• Item mappings Item mappings In “Item mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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…
• Management mapping Management mapping In “Management mapping”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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…
• Accounting Home …tements opened from the application; always compare the intervals before comparing two totals. In To resolve, open the outstanding task to continue the review. Documents requiring review are tracked across all periods; drafts and bank transactions use the selected period. Bank separates transactions without documents, those partially covered and suggestions awaiting confirmation. The same transaction may need both additional coverage and confirmation of a suggestion; do not add these counts together as a total of d…
• Accounting period review Accounting period review Review a period's documents, bank transactions and warnings together and prepare the files needed for handover. Opening the period In Analyses, find and open the desired interval in Review by period. Check the period title and the values in Period review: selected documents, supporting documents, statement transactions and items requiring review. Warnings and supporting documents Resolve warnings first, then find the document in the table and open the original. Confirm details only after co…
• The accountant's page The accountant's page Organise the period's checks for a company using double-entry bookkeeping and open the documents requiring attention. Quick check and open tasks Check the company and interval, then compare Quick check with To do now. Open the indicated task and resolve the document or record at its source. Return to this page to check whether any items still need clarification. Period status Compare bank and cash inflows and outflows with supporting documents and substantiated balances. Uncovered differences …
• Accountants …issions. For an editing request, Accept or Decline refers to the accountant on that row. Withdraw access ends the collaborator's access to the company; company documents and records remain retained. For example, for monthly review without data entry, retain viewing access and only the agreed applications. Grant editing rights separately after establishing responsibilities. Accountant seats Check available accountant seats before inviting another accountant. If an additional subscription is needed, read the displaye…
• Managed company …any's data The page is available after selecting a company from the accountant's engagements. Compare the name, CUI, Trade Register number and address with the documents you will review. The details are available for viewing only. The right company for every operation The displayed permission shows the level of the active engagement. If you work for multiple companies, verify the identity after each company switch and before uploading, changing or confirming a document. If the document belongs to Companie U2 SRL bu…
• Reports — Inventory management … and issues of RON 3,000 produce closing inventory of RON 11,000. Checking report amounts Open the sources for the indicator or period under review. Compare the documents and values included; make any corrections in the original records, then review the report again. View the stock report View the stock report An amount you expected in the report is missing. Check the period, currency and status of the document, entry or calculation. Compare the source with the inclusion rules explained in the report; do not arbitr…
• Reports — Invoicing …oose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. For commercial invoices of RON 5,000 and a related RON 500 credit note, the group totals RON 4,500. An advance invoice is tracked separately and is not automatically added as income. Checking report amounts Open the sources for the indicator or period under review. Compare the documents and values included; make any corrections in the original records, then revi…
• Reports — Accounting records …nt does not automatically establish the tax base or available cash. Checking report amounts Open the sources for the indicator or period under review. Compare the documents and values included; make any corrections in the original records, then review the report again. View entries in the journal register View entries in the journal register An amount you expected in the report is missing. Check the period, currency and status of the document, entry or calculation. Compare the source with the inclusion rules explai…
• Reports — Tax compliance …t difference is RON 1,260 before return balances and adjustments. Checking report amounts Open the sources for the indicator or period under review. Compare the documents and values included; make any corrections in the original records, then review the report again. View the report's tax sources View the report's tax sources An amount you expected in the report is missing. Check the period, currency and status of the document, entry or calculation. Compare the source with the inclusion rules explained in the repor…
• Reports — Payroll and human resources … RON 360, the employer cost tracked in the report is RON 16,360. Checking report amounts Open the sources for the indicator or period under review. Compare the documents and values included; make any corrections in the original records, then review the report again. View payroll records View payroll records An amount you expected in the report is missing. Check the period, currency and status of the document, entry or calculation. Compare the source with the inclusion rules explained in the report; do not arbitrari…
• Reports — Tax advice and optimisation … that the starting date is the same before subtracting the values. Checking report amounts Open the sources for the indicator or period under review. Compare the documents and values included; make any corrections in the original records, then review the report again. View confirmed tax calculations View confirmed tax calculations An amount you expected in the report is missing. Check the period, currency and status of the document, entry or calculation. Compare the source with the inclusion rules explained in the …
• Documents in the invoicing report …edit 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 compare the original. A final invoice may include an advance deducti…
• 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…
• Cost centers — Distributions …in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each item and use Confirm allocation. Correcting a confirmed allocation Choose Correct for the already allocated line, enter the correct allocation and reason for the change, then confirm the corrective version. The previous version remains in history. Management allocation does not rewrite the posted journal entry. The all…
• Profit centers — Distributions …in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each item and use Confirm allocation. Correcting a confirmed allocation Choose Correct for the already allocated line, enter the correct allocation and reason for the change, then confirm the corrective version. The previous version remains in history. Management allocation does not rewrite the posted journal entry. The all…
• Treasury advances …urrency balance. Check the difference between this value and the repayment's RON funds separately. A linked expense report retains the advance's currency; compare documents and accounting values in RON separately. When settling 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 associate…
• Expense reimbursement requests Expense reimbursement requests Send documents for review and track the manager's and accountant's approvals for the request's current version. The request and original evidence In Add expense claim, complete the holder, purpose and items. Use Upload evidence for original documents. Automated extraction does not change the form; compare the details, including Extracted currency, before using Use extracted data. Review the complete request and confirm submission. The request retains the extraction version used at sub…
• Expense report access …unting approvals remain separate. For a participant who no longer needs to work with expense reports, withdraw access and check requests still open. Historical documents and approvals must be retained and tracked separately. Open expense claims Open expense claims requests The participant cannot open the request. Check invitation acceptance, company and role, then the people associated with the request. A sent or expired invitation does not represent active access. Linkul invitației a expirat. Îl poate folosi alt c…
• Currency revaluation …ically. Check draft entries Check draft entries ciorne The foreign currency balance is not fully identified. Compare the entries' currency and original value with documents and allocations. Complete or correct the supported source; do not remove the warning by entering an undocumented balance. Ciorna nu se mai poate posta după schimbarea soldurilor sau a cursului. Ce fac? Compară din nou luna, sursele contabile și cotația BNR folosită. Corectează sursele justificate și regenerează explicit ciorna după verificare; a…

Archive

• Organise and find files in Archive Organise and find files in Archive Choose the right period, folder and filters for documents kept in the account. Organization Archive opens in the current month. For older documents, choose the right year and month, then folder or category. Drafts stay in the application where prepared. Add folder creates a folder at the current location; check the location before saving. Choose folder, period and filters The filename, period or project where you are searching. Open Archive and choose the corresponding year, month…
• Check and download selected files Check and download selected files Compare documents in preview and save the checked file or selection to your device. Viewing and downloading Preview avoids downloads made only for checking. Select all includes every item in the current location and results, including those not yet displayed. Changing location or filter clears selection. Compare originals and download the selection Files identified in the correct location and device space for downloading. Open file preview and check name, content and pages. Zoom fo…
• 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 …e item; reverse charge does not add VAT to the invoice amount payable. Check the total after saving each correction. Open Additional fields for the delegate and commercial references, and Show optional fields for payment method and invoiced period. Enter only applicable details. For bank transfer, check the company's IBAN in invoice currency. Billing period start and Billing period end transmit the invoiced interval; free description remains a note. Check selected delivery address and GLN, if any, before issuance. …
• Drafts in Billing Drafts in Billing Keep unfinished documents and review them before issuing them. Use Draft for documents still being prepared. On a phone, the row's first column opens preview and the second expands document information and actions. On a computer, open preview from the document row. Compare issuer, customer, dates, currency, total and each line item with the displayed document without downloading it. From Menu, Continue editing returns to document completion, while Document details opens its page. Print, download o…
• Issued documents Issued documents Track finalized documents, receipts, credit notes and delivery to the customer. Print opens the document separately, preserving the page format and selected template. If the dialog does not open automatically, click Print on the document page. For a PDF open in a viewer, use its print command; on a phone, it may be in the share menu. Check the printer, paper size, orientation and pages before confirming. Track receipt status and Outstanding amount for each invoice in Issued documents. Unpaid, Parti…
• Collections and receipts …ell. Attach the available evidence. Confirm the record and check each invoice’s status and the resulting receipt document. Invoice creation Drafts in Billing Issued documents Customers in Billing Atelier U2 SRL pays RON 300 by bank transfer towards a RON 500 invoice. Choose the invoice, statement date and receipt type, enter RON 300 and check the outstanding amount: 500 − 300 = RON 200. For cash, also check the receipt, series and details before confirming. One transfer covers two invoices. How should I allocate it…
• Payment orders …t with the payer, beneficiary and transfer details, with or without linked invoices. Create the order with payer, beneficiary, and transaction data. Associated documents are optional. If you choose invoices, goods receipt notes (NIRs), or credit notes, Fluxe calculates the rest, completes the details, and keeps track of the payment. Issued documents Customers in Billing You need to pay a supplier RON 1,200. Enter the beneficiary, IBAN, amount, currency and description, then link the invoice if available. The prepar…
• Customers in Billing Customers in Billing Save customer details for future invoices and consult documents already issued. Open customers with issued invoices and customers saved for future invoices. The list shows the issued invoice count, latest invoice date and customer status; View invoices automatically applies the appropriate filter in Issued documents. Invoice creation Drafts in Billing Issued documents Collections and receipts Începi colaborarea cu Atelier U2 SRL. În Nomenclator → Clienți alegi Adaugă client, completezi identita…
• Product and service catalog …items and track their links to connected stores. Open the list of frequently used products and services. The product or service details can be reused in future documents. Check photos, the full description, price, stock, warehouse and transport details without opening the edit form. In Catalog, choose Preview from the row menu. If several photos are available, select the thumbnail you want. The details show saved information, with marketplace stock listed separately for each connected store; opening them does not c…
• Billing settings and the ANAF connection Billing settings and the ANAF connection Authorise the ANAF connection and set up submission of eligible documents through e-Factura and e-Transport. De pe computer, deschide Facturare → Setări → Integrare SPV. În Conexiunea firmei la SPV, verifică firma și CUI-ul. Pregătește certificatul digital propriu sau al contabilului împuternicit și apasă Conectează ANAF. Conectarea și reautorizarea se fac numai de pe computer, atât pentru certificatele USB, cât și pentru cele în cloud. După conectare, folosești aceeași cone…
• Billing reports Billing reports Compare the period's documents, receipts and costs and download the report needed for review. In Billing → Reports, choose the required statement: invoices, credit notes, pro forma invoices, delivery notes, receipts, payments, stock or production. Advanced reports group sales by agent or product and incoming costs by category. Invoices, pro forma invoices and receipts have different roles; do not add their totals as company income. In the Reports summary, Outstanding, Overdue and Due in the next 7 d…
• Incoming invoices … → 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 addition workflow. After reading, check supplier and CUI, recipient, series and number, date, currency and total; complete or correct missing detai…
• SPV messages …invoices. Open Preview or Download and read the content to identify the invoice or obligation and reported result. For an invoice, also check its status in Issued documents before another submission. For invoice FAC 0042, you receive an e-Factura response. Find it by reference, open it and check that document's result. Search for a general tax notice separately among rows marked SPV and keep it in the related obligation's file. e-Factura and SPV The invoice number or message identifier; for general correspondence, …

Calendar

• Check documents and due dates for a day or month Check documents and due dates for a day or month Find the period's documents, check what needs attention and track outstanding invoices. Documents Documents, Due dates, Activity and Agenda are separate so you can consult needed information without losing the selected period. Month shows documents grouped by day; Activity always shows operations and sign-ins for the selected day, including with Month documents. Document date may differ from upload, change or due date. To review narrows the period's documents to thos…
• Correct a document date in Calendar Correct a document date in Calendar Compare the chosen date with the original and detected date 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 …
• Check daily activity and recover a deleted document Check daily activity and recover a deleted document Track changes, export activity and restore documents still recoverable. Account activity Activity shows operations on the selected day in both Day and Month modes. Relevant activity prioritises operations useful for review; All actions includes the full day's history. For document corrections, compare Before and After values. Sign-ins appear separately and can be viewed on request. Repeated downloads and updates may be grouped. Expand the group to check each opera…

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 …cepts messages and the problem recurred, create a new one mentioning the earlier ticket number and what changed. You are asked to check invoice F 101 in Issued documents. Retry download, confirm in the same ticket that the PDF opens and close the request. The conversation remains in history. Send a support request with relevant documents

Customers

• Identify the business partner and update contact details …dding a business partner, search by name, tax identifier, email or phone. Application narrows to the selected origin. The same record may appear in Billing and Documents without being a duplicate. Editing the contact does not rewrite issued documents. Find the business partner and complete the record Verified business partner details: personal or company name, tax identifier where applicable, address and contact. Choose contact type and search existing records. Check other Application origins before adding a new re…
• Elimină un contact fără să pierzi documentele …tura rămâne păstrată; eliminarea nu anulează factura și nu înregistrează o încasare. Identify the business partner and update contact details Check a customer's documents and sales Import contacts and export the required list
• Check a customer's documents and sales Check a customer's documents and sales Compare documents, receipts and invoiced line items and download the period statement. Business partner activity Sales statistics use issued invoice and credit note line items, separately by currency. Pro forma invoices are excluded from sales. Net sales = invoiced line-item value − credit note line-item value. Net quantity = invoiced quantities − credited quantities. These values do not automatically represent received money; check payments and their allocation separately. Ch…
• Import contacts and export the required list …equired period, then check the export. Identify the business partner and update contact details Elimină un contact fără să pierzi documentele Check a customer's documents and sales

Documents

• Configure keyboard shortcuts …references are saved in your account, including when you work as an accountant with several companies. Shortcuts open features; checking details and confirming documents remain separate. All combinations use Ctrl on Windows/Linux or Command on Mac, a letter or number and, optionally, Shift. Find the feature in the list grouped by application. Disable removes the combination, while Restore defaults returns to the initial shortcuts, including Ctrl/Command + F for search and Ctrl/Command + Shift + U for Add documents.…
• Uploading supporting documents Uploading supporting documents Upload invoices, statements and receipts as you receive them, then complete or check the details before confirmation. Automatic reading is available in Professional for 200 documents per month and in Business without this cap. Professional includes automatic OCR reading for the first 200 documents of each calendar month. After reaching the limit, continue uploading files: choose the document type, enter details from the original and confirm accuracy. The limit resets at the start of t…
• Document scanning …e your device's camera to capture the paper document. Scan in good lighting and keep all edges of the document in the image. Scan and check originals Open Scan documents and allow camera access. If you denied access, allow it in your browser settings and return to scanning. Photograph the document, then continue with the remaining originals. After the first scan, the camera stays available; the list does not open over it automatically. În aplicația de telefon, folosește Scanează pentru fotografie. Pe Android poți a…
• Find information in your account Find information in your account Find documents by title or their text and narrow the results by source, type and date range. Pentru a ajunge rapid la o pagină, caută numele meniului din antet. Pagini și meniuri afișează imediat destinațiile accesibile din toate aplicațiile. De exemplu, Clienți poate apărea în aplicația Clienți, în Contabilitate și în Facturare · Nomenclator. Verifică aplicația și secțiunea afișate sub nume, apoi deschide destinația dorită. Poți folosi și săgețile sus/jos, urmate de Enter. Search i…
• Checking extracted documents Checking extracted documents Compare the recognized data with the original document and correct the information before confirming. For a bank statement, check in the same currency: closing balance = opening balance + total credits − total debits. Compare balances and every transaction with the original; credit means money entering the account and debit means money leaving it. A difference requires checking the details before approval. Compare the extracted information with the original document before confirming. F…
• Document reports Document reports Identify documents awaiting review and compare Billing indicators separately for the selected period. Shows documents awaiting review and, separately, Billing indicators. In Validation · all periods, To validate opens unvalidated documents, while Needs attention narrows to those with missing information, warnings or unfinished processing. Needs attention is included in To validate; do not add the values. Billing indicators use the selected period and do not automatically include every uploaded file…
• Document validation Document validation Review unvalidated documents from all months, correct the information in Moderation, and confirm the data before using it in applications. Document validation gathers the company’s unvalidated documents, regardless of their type and the application where they will be used. The list includes all months and does not change when you select another period in Accounting or Invoicing. Find documents awaiting review Open Document validation from Documents or the + menu in the header. Documents are grou…

Notes

• Keep an activity's context in notes Keep an activity's context in notes Write internal information, link relevant documents and update the note as work progresses. Notes and documents Notes retain internal observations and tasks without changing official invoice, contract or contact information. A link opens the existing item without creating a copy. Also link WooCommerce orders; check store, number, customer and total before choosing. For repeated checks, use a checklist: documents to request, details to review or questions for the accountant. After…
• Schedule and snooze note notifications … Choose date, time and repeat settings to return to an activity on time. Notifications The notification reminds you when the activity is due; it does not issue documents, send payments or complete the described task. Repeat allows Does not repeat, Daily, Weekly, Monthly or Annually. Romanian time is retained; when the chosen day does not exist in a month, the deadline falls on its last day. Set date, time and repeat The note and future notification date and time. Open the note or prepare a new one and choose Schedu…

Tools

• Handwritten signature Handwritten signature Preparation and signing Document signing Signing drafts Documents and archiving Signed documents Archive Trash for signing documents Saved signatures Saved signatures
• File converters Convert documents to the formats available for each file and download the result.
• Document templates Document templates Completing documents Creating and tracking documents Decisions and numbering series
• Document transfer Document transfer Sending and receiving documents Send documents through a PIN-protected link Request documents through a link

Instrumente · Document templates

• Creating and tracking documents …tes, Dashboard shows recent documents and counts of issued documents, templates and drafts. Open Contracts for employment and collaboration templates, services, commercial contracts and day-worker agreements. Other forms are in Document models. Search by name or code and open the card to check the form without creating a document. Preview shows the template, category, family and format. Once you choose a suitable template, use Complete to fill it in. In Filters, combine Category, Family, Format and Visual reference…
• Decisions and numbering series …breached and reasons for rejecting the defence; for other templates, also check vacancies or priority criteria where applicable. Compare every Preview page with documents supporting the decision. Save a blank template for handwritten completion, but before signing or serving it, complete all statements required for the specific situation and check the procedure with the responsible HR person or legal adviser. For numbering, Pre-fill series from account brings in your business series, and you select only those inclu…

Instrumente · Document transfer

• Send documents through a PIN-protected link Send documents through a PIN-protected link Provide temporary access to a set of files without attaching them separately to every message. An active Business plan is required for this activity. A transfer accepts up to 20 files, at most 100 MB per file and 100 MB total. Keep up to 1 GB of transfers in the account; to free space, download needed files and delete transfers no longer required. Access can last 1 to 30 days. Have at most 50 unclosed, unexpired links across sends and requests combined; close an unneeded …
• Request documents through a link Request documents through a link Receive missing documents from a customer or collaborator in one place. An active Business plan is required for this activity. Ask Ion Popescu for one month's bank statement and invoices. After the first upload, check the list and reopen the request if more details are needed; files already received are retained. The recipient forgot a document? Reopen the request from its page while the link is active. If expired, create a new request. Receiving files does not mean document approva…

Instrumente · File converters

• Convert a document to another format …mat 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 offered for the file. A scanned PDF does not automatically con…

Instrumente · Handwritten signature

• Document signing …and revoke access when the request is no longer needed. Track signatures In Tools → Signing, first check Pending signatures. Choose Sign a document for prepared documents or Request 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 …
• Signing drafts Signing drafts Review the documents prepared for signing before finalizing them. In Documents to sign, use Search, Source, and Sort above the cards to find the appropriate documents. Select visible documents to Pin, Highlight, Copy, or Export CSV. Per page starts at 30 results and accepts values from 1 to 500. To save time, use Preview to review the document without downloading it. Continue signing from Documents to sign after reviewing it; preview does not change the document. Handwritten signature Apply your hand…
• Signed documents Signed documents Find the latest signed version and check who signed and when, while retaining the original document. In Signing history, use Search, Status, Source, and Sort to find documents. Select documents to Pin, Highlight, Copy, or Export CSV. For another signature, use Sign in account or Request another signature on the appropriate 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 signe…
• 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 Saved signatures Keep handwritten signatures that you reuse when preparing documents. Choose a saved signature to reuse it on the document. Signatures saved in your account are available when preparing your next document. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signing drafts Signed documents Archive Trash for signing documents Ion Popescu keeps his handwritten signature for documents he signs in his account. Before app…

Instrumente · Risk analysis

• Analyse a company's financial risk …ero, and ratios with a zero or negative base are not calculated. The company has Favourable indicators but pays late? Check the current position, due dates and commercial documents. Annual analysis does not guarantee payment or replace insolvency or litigation checks. No comparison with the previous year? Load the immediately preceding year. A range with a missing year does not produce an annual change. Monitoring shows no new financial statements? Check the year and latest consultation status. No source data does …

Instrumente · Tax calculator

• Estimate taxes for your activity …rove tax-regime eligibility. For self-employment, enter income and deductible expenses or adjusted annual standard income. Select only exceptions with supporting documents and enter employment income or other income relevant to CASS. For companies, enter the tax base and distributable accounting profit separately. For microenterprises, check combined revenue with linked enterprises, staffing conditions and business sector. After calculation, choose Optimise based on this calculation. Complete the four stages about …
• Check an expense's deductibility …expense category. For classification, the amount may remain blank. For a RON calculation, enter the amount, cap base and limit already used where required. Check documents, business connection and category conditions using the (i) button, then answer questions. For vehicles, exclude depreciation; for 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 …

Seller Central · WooCommerce

• Invoicing WooCommerce orders Invoicing WooCommerce orders Set how order documents are prepared and who sends messages to the buyer. Select the store and open Settings → Invoicing. Set up the links to Customers, Catalog and stock, then check the series, due date, automatic documents and timing of SPV submission. Choose who sends messages to buyers: WordPress / WooCommerce or Fluxe. In WordPress mode, Fluxe does not send these messages; in Fluxe mode, WooCommerce messages are disabled to avoid sending them twice. Save the store settings before e…
• WooCommerce orders …g its number, customer and filters. Compare the status, date and amount to identify the exact order you need. Open the order to view buyer details, line items, documents and payment. Review edits and refunds on their respective pages before confirming. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; alw…
• Organising WooCommerce orders …iority does not confirm payment or delivery. The order is a priority but cannot be prepared. What should I check? Check the payment, stock, address and required documents. Resolve the missing condition before shipping and adjust responsibility or the deadline on the operations page. Do not use priority to bypass checks. Confirmation has an unclear result. Should I repeat the operation? Open the exact order in the store and check its status, changes and existing refunds, then the synchronisation result. Clarify the …
• WooCommerce segments and campaigns …ent. Can I send? Check consent and restrict the audience to people eligible for that communication. Review the message and recipients before activation. An order’s commercial details do not replace the consent required for a campaign. The rule is active but did not apply to the order. What should I check? Compare the period, conditions, customer and order products with the available store rule. Check its result and detected features before retrying. An active rule does not prove application to every order or paymen…
• WooCommerce coupons … validity, threshold, accepted products or customers and usage limits. Check rules for combining discounts. Correct a condition only if it reflects the intended commercial offer. The rule is active but did not apply to the order. What should I check? Compare the period, conditions, customer and order products with the available store rule. Check its result and detected features before retrying. An active rule does not prove application to every order or payment.
• WooCommerce B2B customer data WooCommerce B2B customer data Keep the customer's company, tax identifier and commercial approval. In Customers → B2B customers, search by customer name or Woo ID and choose Load B2B data. Check the identity before making changes. Complete the company and tax identifier, then confirm commercial approval only after your company's checks. Save to 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. …
• WooCommerce customer requests … the order and check the store update result. Request status tracks team work and does not by itself prove the order changed. Clarify the operation and shipping documents before closing. Confirmation has an unclear result. Should I repeat the operation? Open the exact order in the store and check its status, changes and existing refunds, then the synchronisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, two refunds or two changes for the same requ…
• Checking a WooCommerce order …ails, search by CUI/CIF and check retrieved information; details already entered are not replaced. Before delivering on credit, review the risk analysis to set commercial terms. Check Fluxe documents and the result of each operation in the store separately. Prepare RO e-Transport for the invoiced order After issuing the Fluxe invoice, check whether the transport must be declared and whether the company has the required SPV authorization. Enter the parties, vehicle, route, documents and transported goods. Check the …
• Editing a WooCommerce order …with the Fluxe operation result. If changes are already applied, do not resend them. For an unclear result, clarify the status before retrying and check linked documents. Confirmation has an unclear result. Should I repeat the operation? Open the exact order in the store and check its status, changes and existing refunds, then the synchronisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, two refunds or two changes for the same request.
• Deleting a WooCommerce connection …ose the orders or products page or the report you need; always check the selected store and period. You no longer use the Atelier U2 store. Disconnect it, keep documents your company needs and check the exact store name before deletion. Confirmation removes the linked operational data from Fluxe and must not be treated as a simple pause. I only want to stop synchronisation. Must I delete the connection? Disconnect to stop the link and keep data. Use permanent deletion only after checking which data to keep and the …
• Analyzing WooCommerce orders … explain the trend. Average order value = net sales ÷ number of included orders, in the 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 statis…
• WooCommerce order taxes …om, 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 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; alway…

Seller Central · eMAG

• eMAG connection …ectional. Transmission is only for the same Fluxe item link, never just by name or SKU. Repeat verification of the already saved connection, without initiating commercial operations. The status and time of the last check are updated. Stop synchronizations and delete the saved API password, preserving operational and tax history. The connection becomes disconnected and can only be deleted through a separate action. Remove a connection that has already been disconnected. The connection is lost; if there are linked ta…
• eMAG waybills eMAG waybills Prepare and track shipping documents for eMAG orders. For an eligible order that you fulfil, choose a courier available for that order and check the shipment details. The courier, address, locker received in the order, cash on delivery, insurance, weight, parcels, and options are sent only once after confirmation. Refresh the AWB to check its number, courier and latest status reported by eMAG. Fluxe retains the confirmed result and offers A4/A5/A6 PDF or ZPL downloads only for shipping labels with an …
• eMAG orders …confirmation. Open the order title for its record and timeline. Check invoice issuance, SPV confirmation, publication on eMAG and the AWB separately. For order documents, continue in Fluxe Billing; for shipping, in AWBs and deliveries. Check payment status and delivery status separately. eMAG Find the guide for the eMAG page you are 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…
• eMAG offers …ng 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 the result remains unclear, keep th…
• eMAG stock …cal inventory. Displayed stock differs from the warehouse. What should I correct? Check the product, warehouse, reservations and synchronisation time. Reconcile documents and deliverable quantity before sending. Do not copy the physical total if some stock is already reserved or cannot be delivered. 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 applica…
• eMAG price schedules …erval and check the time zone and price limits. Check the schedule in simulation first. Open the details to see run results, and use pause or cancellation when commercial conditions have changed. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. eMAG prices eMAG pricing rules e…
• eMAG returns … orders. Select the account and find the request by reference or status. Compare the return with the order and the products received before correcting stock or documents. Open Review and change return, read the requested resolution and check the products and quantities. Choose the available operation, confirm and press Apply in eMAG. 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 re…
• eMAG service invoices …count. Choose the account and find the invoice by reference, date or status. Check the issuer, period and currency before using it to support an expense. These documents relate to eMAG services. Invoices your company issues to buyers are tracked separately in Fluxe Billing and eMAG Customer Invoices. 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…
• eMAG customer invoices eMAG customer invoices Check customer documents already recorded in eMAG. In Settings → Invoicing, choose eMAG issues for that store. Open Customer invoices and synchronise documents. Complete invoices issued under the company's CUI are recorded in Invoices with their original number and amounts. Use Open in the Invoices record column to check the document. Recording does not issue a new invoice or resubmit the document through SPV. Keep the original eMAG document as supporting evidence; retrieved details do not re…
• Invoicing eMAG orders in Fluxe Invoicing eMAG orders in Fluxe Prepare invoices for eMAG orders and track issued documents. Choose the account and order, check the buyer details and products, then prepare the appropriate document. Compare the total and existing documents before issuing it. Track issuance in Fluxe, acceptance in SPV and invoice availability in eMAG separately. An invoice already present in eMAG is linked using its original number; do not reissue it. Check the correction document needed for a return separately. eMAG Find the guide …
• eMAG messages and complaints …on in your eMAG account and check the order number, request and response deadline. In Fluxe, you can review the order on the Orders page. Keep the response and documents in the buyer's eMAG conversation. Viewing the Messages page in Fluxe does not send a response. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected stor…
• eMAG logistics addresses …re este veche. Unde o corectez? Check and correct account addresses in eMAG, then update the Fluxe list. Check the address before a new AWB and review shipping 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 campaigns eMAG campaigns Prepare the commercial checks before participating in an eMAG campaign. In Campaigns, select the store and synchronise the list. Open the campaign for Eligible offers. Check the period, preparation deadline, terms and minimum stock before choosing products. Compare the current price, campaign cap, lowest price in the last 30 days and available stock. eMAG supplies prices excluding VAT. Use Profit calculator to check whether the offer covers costs and desired profit; clarify missing values before deci…
• eMAG reports … the selected store before retrieving or sending data. Sales and returns in the same period explain store trends. Choose the account and currency and compare the documents and costs included in the report. More orders do not automatically mean more profit or money received. Raportul nu coincide cu decontul primit. Ce verific? Compare the period, dates used, order statuses, returns and confirmed costs. Open orders and invoices explaining the difference. Keep orders, settlements and tax documents separate. The produc…
• eMAG operating expenses …belongs to. Avoid recording the same expense twice. Before deleting it, check the effect on the period's report; records on this page do not replace accounting documents. 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. You have a documented RON 100 packaging expense for the p…
• eMAG notifications …k its status and latest synchronisation. Use current information for your next action and keep the notification only as a record of the change. Do not generate documents from an unchecked historical status. The message or notification is read. Is the operation resolved? Open the related order, product or synchronisation and check its result. Reading a notification does not apply a correction or confirm payment or shipping. Keep the operation reference and follow its final status.
• eMAG billing settings eMAG billing settings Set how documents for eMAG orders are prepared. Choose the eMAG account and check the billing rules, document series and issuance conditions. Save only after comparing the settings with how your company invoices its orders. For Fluxe issues, first disable the automatic invoicing service in the eMAG account and confirm this check in Fluxe. Choose the fiscal numbering series and publication options. For eMAG issues, keep issuance in eMAG and synchronise Customer invoices to record documents in F…
• eMAG rates …rketplace, 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 the guide for your …
• Checking a supplier for eMAG … 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 with the eMAG connection if you have not connected your stor…
• Checking information from eMAG product links …s 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: 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. Compare an eMAG product link with the supplier’…

Declarations and reporting

• Preparing and submitting returns to ANAF …upporting 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 and tax records. In both cases: calculations, previous returns, sub…
• Declaration D100 …rd corporate income tax is finalised annually through D101 with its own deadline. The tax profile valid throughout the interval, registered tax obligations and documents supporting any regime change. The period’s invoices and income/expense documents, contracts, expense claims, statements and stock or depreciation documents. The trial balance and income/expense account ledgers, posted accounting entries and tax records. Evidence of tax adjustments, non-taxable income, non-deductible expenses and reliefs where appli…
• Declaration D101 … For a modified financial year and special categories, check the applicable rule. The tax profile valid throughout the interval, registered tax obligations and documents supporting any regime change. The period’s invoices and income/expense documents, contracts, expense claims, statements and stock or depreciation documents. The trial balance and income/expense account ledgers, posted accounting entries and tax records. Evidence of tax adjustments, non-taxable income, non-deductible expenses and reliefs where appli…
• Declaration D112 …al employment contracts and amendments, including start and end dates, role, working hours and gross salary. Employee identification, insurance information and documents for deductions and dependants where applicable. Timesheets and leave approvals; records of medical leave certificates, suspensions, absences and overtime. Payroll, the summary, accounting entries, payment orders and bank statements; previous D112 and its submission receipt if correcting. In Employees, check everyone who earned income during the mon…
• Declaration D205 …les. Select the form and categories valid for the income year; OPANAF 303/2026 changed the instructions. Contracts, dividend distribution resolutions and other documents supporting the income’s nature and amount. Each recipient’s identity and CNP/NIF, residence and relevant tax documents. Recipient records, withheld tax calculations, payment documents and obligations reported through D100. Previous D205, its submission receipt and the list of recipients to correct if filing an amended return. Check the business reg…
• D300 VAT return …to their nature or through the procedure for correcting clerical 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…
• Special VAT expense report D301 … tax point. The Fluxe supporting file is completed in the official form. 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…
• Recapitulative Declaration D390 VIES … if D300 is quarterly. Separately identify supplies and acquisitions of goods, and supplies and acquisitions of services. Check VAT code validity and operation documents; a VIES result alone does not justify every 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 acco…
• D394 information return …operations exist. The deadline is the 30th, inclusive, of the following month, and for January the last day of February, subject to legal deadline rules. Check documents received in the reported period and partner classification. D394 replaces neither D300 nor invoice submission through 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 ser…
• Special VAT return D398 — OSS and IOSS … consumption and applicable scheme before calculating. Confirmation of registration in the special regime and its effective date. Orders, invoices, returns and documents for transport or delivery to consumers. Evidence of the state of consumption, its applicable rate and separate records of eligible operations. The applicable ECB exchange rate, previous 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 th…
• D406 information return — SAF-T …e 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 receipts. Confirm the obligation, regime and period in Tax profile. Choose periodic reporting, Assets or Stock according to the actual obligation; do not assume…
• Declaration D700 Declaration D700 Prepare the tax registration profile change with its effective date and supporting documents, then continue in the ANAF form. D700 electronically records tax registration and registered obligation changes in cases covered by the form. The deadline depends on the event; do not apply one deadline to all changes. For general changes, check the 15-day deadline under Article 88 of the Tax Procedure Code unless legislation sets another deadline. For intra-Community goods acquisitions changing the VAT per…
• D710 corrective return … whether the period is under tax inspection or a tax assessment exists. The original submitted D100, registration number/index and accepted submission receipt. Documents and calculations explaining the error, original amount and correct amount. The original accounting entry and permitted correction, trial balance and tax register. Previous D710 returns, receipts and relevant ANAF documents for the same obligation/period. Identify the original D100 and period. Compare the historical version with the submitted file a…
• D212 single tax return …5 mai 2026. În octombrie 2026 poți avea o depunere întârziată, o rectificare sau o opțiune CASS pentru anul curent; alege secțiunea și anul potrivite. Identity documents, activity form and income records for each 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 retu…
• Intrastat Statistical Declaration … transaction, transport, mass, quantity and value. Use CN 2026; do not copy last year’s code without checking. Open this return’s form Reconcile with logistics documents and D390 goods operations. Explain period and value differences rather than forcing identical totals. Complete/import into the INS 2026 app, validate and submit required flows. D390 Open this return’s form The CN code or net mass is missing Request information from the warehouse/supplier and classify according to goods characteristics. Do not use a…