Help

Start and account

• Subscriptions …n Checkout. Billing has a total of 0 during the free period; if you add other services, you pay only for those purchases. 3After confirmation, use Billing, Catalogue, Notes, Customers and Support free for 3 months. Company details Enter the CUI to fill company details automatically. Check the name, address and Trade Register number and complete missing information before creation. If payment fails At expiry or after a failed payment, no pro forma invoice is issued and no tax invoice is issued for an unpaid amount. …

Security and communication

• Frequently asked questions …-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 dismisses all el…

Company activity

• Billing …er partial payment, automatic receipt, and supporting document. The payment starts from the remaining invoice amount. You can select multiple invoices for the same customer, reduce the amount, use the bank's exchange rate, and attach the bank statement or payment order; for cash, the receipt is checked and automatically generated. Receipt preview with Model 1, Model 2 and document appearance customization 1. Choose Model 1 or Model 2 → 2. Open model settings → 3. Customize background, delimiters, amount, logo, and …
• Calendar …nsactions 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 activity A Companie U2 SRL document opened from Ca…
• Accounting …pany's checks and its chosen external review. Check documents and accounting entries Accounting favorites for Companie U2 SRL: Chart of accounts, Suppliers and Customers. Keep frequently used pages in Favorites so you can return to them directly while you work. The Accounting sidebar with Favorites between Home and Records, the heart icon on desktop and the Add to favorites dialog after a long press on a phone Add a page using the heart icon. On a phone, you can also long-press and choose Add. To remove it, select …
• Customers 5 Customers 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…
• AI Assistant …ontrolled AI routing. from-violet-500 to-indigo-600 admin.apps.show Conversational search in company documents Monthly statements with charts and bank coverage Customers with unpaid balances and payments due Guided document issuance, reminders and support Local processing before Fluxe AI routing AI Assistant Find company information, prepare documents and organise tasks through conversation. Review the proposal and confirm before an operation changes data. Make the request and review the proposal Requests and confi…

Organization

• Tools … 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 top of the list. Handwritten signature Apply your handwrit…
• Archive …ng by years, months and document type Unlimited storage Archive Organize company files into folders, view published assets from other applications, and recover items moved to trash. Find and organise company files The Archive app with folder navigation, accurate thumbnails and progressive loading Folders organize company files, and preview lets you check content without downloading it. Document access remains private. The Archive preview with analysis status as text above labeled actions on desktop and action icons…
• Notes …rk progresses. Schedule and snooze note notifications Choose date, time and repeat settings to return to an activity on time. You want to keep the comment “The customer promised to pay on Friday” with Atelier U2 SRL’s invoice. Create a note and link it to the correct document so your team can find the discussion. A note keeps a working reference; record payment separately using evidence of the receipt. I wrote that the invoice is paid in a note. Why has the outstanding amount not changed? Notes do not allocate mone…

Integrations and support

• Seller Central …er-500 admin.apps.show Separate eMAG module, with dedicated operational pages Two-way WooCommerce module via plugin Fluxe Romania Orders, Products, Variations, Customers, Inventory and Conflicts Controlled synchronization and encrypted credentials separately per store Seller Central Manage connected sales accounts, synchronizations, and business operations from a single place. Connect and check stores Seller Central with connected stores and available integrations Choose a connected store or configure a new integra…
• Customer support 11 Customer support Support Communication between the customer and the customer support team in the hub. from-rose-500 to-rose-600 admin.apps.show Create tickets Client replies Internal request management Customer support You send requests to the support team and keep all responses and attachments in the same conversation. Send and track a support request The main screen of the Customer Support application The status of requests and the action for a new ticket are immediately visible. Account Documents Selector wit…

AI Assistant

• Requests and confirmations in AI Assistant …receipts linked to the invoice. A receipt that is only prepared does not reduce the balance. Check credit notes and unlinked offsets separately before requesting customer payment. For a business balance, ask “How much do I owe Companie U2 SRL?” or “How much does Companie U2 SRL owe me?”. The assistant shows the identified business and documents making up the amount. Continue with “When do I need to pay?” or “When do I need to collect payment?” to see due dates. If you ask “How much do I owe?” without a business ide…

Accounting

• Organize your company's dashboard … două zile. In the browser: reports and interpreting values The dashboard below the application list brings together income, loss, turnover, invoices, valuable customers and invoices issued with today's date. With Billing access, it also includes the Document reports charts: cash flow, document composition, SPV status, stock, sales by product or agent and other available analyses. Annual reports cover 1 January through today. In trend charts, select a period to check exact values; for multiple series, use the legen…
• Validating documents before accounting recognition …he selected accounting period. Choose Moderate and compare the extracted data with the original: issuer, recipient, tax identification, number, date, currency, line items, taxable amount, VAT, and total. For an intra-Community invoice, the VIES number stored in the account is recognized separately from the national tax ID and is confirmed during moderation when it appears on the document. Correct incorrectly recognized fields and wait for the save confirmation. Check the expense or income's nature, period and suppo…
• Bank reconciliation: allocating statement movements …iled with the bank. Check supporting documents for bank transactions RON bank journal Foreign currency bank journal The bank shows a RON 300 receipt, while the customer’s invoice is RON 500. Choose the correct transaction and invoice and allocate RON 300 using the statement. The invoice’s outstanding amount is RON 200. The RON 5 bank fee is a separate transaction; do not force it into the amount received from the customer.
• Accounting analyses …yses 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. Unreconciled amoun…
• Importing and exporting accounting data …any's legal form and accounting regime. Under ‘Import and export data’, filter by the ‘Accounting’ application, direction and period. Select the exact dataset: customers, suppliers, items, invoices or another available category. For a direct transfer from an accounting page, use “Download template,” “Export table,” and “Import” below the table. The export uses the page title and contains the data from that table. Keep the template columns and verify that the import file belongs to that page; the import is not autom…
• Accounting onboarding and takeover …ial 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 takeover date. The latest filed returns and accepted filing receipts. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Choose the start date with the person who kept the previo…
• Reviewing and posting draft entries …ing regime. Under ‘Draft entries’, open the entry and source document. Compare company, date, description and currency with the actual transaction. Check every line: debit account, credit account, amount and required subsidiary accounts. Total debits must equal total credits. Equality alone does not confirm correct account selection. For an incorrectly generated draft, return to the source or mapping and prepare it again. For a manual entry, correct the draft using supporting documents without duplicating sources a…
• Correcting posted entries through reversal … only steps applicable to the company's legal form and accounting regime. Find the entry under ‘Posted entries and reversals’ and open its details. Check every line and the source document, including previous corrections. Establish what you are correcting: document, classification, amount or period. Check whether the error affects filed returns and retain their versions before recomputing. Use the available reversal action, select the open period and correction date, enter the reason and confirm only after reviewin…
• Accounting items …s 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 Law No. 82/199…
• Fixed assets …d 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. The formulas are: planned remaining value = recorded value − planned depreciation to date; planned progress = planned depreciation to date ÷ recorded value × 100. For an eligible asset, check the details in Prepare derecognition before confirming. Accounting Law No. 82/1991 — supporting documents and accounting registers…
• Payroll: calculating and reviewing the month …tions 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 contracts and amendments applicable to the month. Timesheets and documents for absences, suspensions and leave. Documents for deductions and other payroll components, as applicable. Check the active company, period and editing permission before any confirmation. Follow onl…
• Month-end closing before returns …rrect drafts are posted and identify any missing period-end transactions. Document validation Draft notes ciorne Compare bank and cash balances with documents, customers and suppliers with subsidiary ledgers, stock with movements and fixed assets with asset records. Explain differences before closing. Trial balance Under ‘Depreciation due’, check assets, month and amount. Confirm instalments and accounts, then use ‘Generate depreciation entry’. Review and post the resulting draft. Draft notes ciorne Under ‘Accounti…
• Entries in RON: checking the period's documents … document's direction and currency. In the table, compare supplier, number, date, base, VAT and total in lei with the original. Open the document to review its lines, not just the total. If a document is missing or incorrect, return to upload and validation. Check approval before searching the ledger again. Document validation In double-entry bookkeeping, check the source entry and its posting. Before VAT returns, also check tax treatment, tax points and relevant journals. Draft sources surse Purchase journal Sales…
• Entries in foreign currency: checking the period's documents … In the table, compare supplier, date, currency, foreign-currency total, exchange rate and equivalent in lei with the original. Open the document to review its lines, not just the total. If a document is missing or incorrect, return to upload and validation. Check approval before searching the ledger again. Document validation In double-entry bookkeeping, check the source entry and its posting. Before VAT returns, also check tax treatment, tax points and relevant journals. Draft sources surse Purchase journal Sales…
• Outgoing in RON: checking the period's documents …any's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare customer, issued number, date, value and document status with the original. Open the document to review its lines, not just the total. If a document is missing, check issuance, date, currency and corrections. A draft must not be treated as a finalized invoice. Document validation In double-entry bookkeeping, check the source entry and its posting. Before VAT…
• Outgoing in foreign currency: checking the period's documents …any's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare customer, date, currency, exchange rate and equivalent in lei with the original. Open the document to review its lines, not just the total. If a document is missing, check issuance, date, currency and corrections. A draft must not be treated as a finalized invoice. Document validation In double-entry bookkeeping, check the source entry and its posting. Befor…
• e-Invoices: checking the period's documents …In the table, compare direction, partner, date, value and e-Factura status, separate from accounting control with the original. Open the document to review its lines, not just the total. If a document is missing, check issuance, date, currency and corrections. A draft must not be treated as a finalized invoice. Document validation In double-entry bookkeeping, check the source entry and its posting. Before VAT returns, also check tax treatment, tax points and relevant journals. Draft sources surse Purchase journal S…
• Transfers between warehouses …ked in stock and accounting. Stock inventory count Warehouses: add and edit from the form Item ledgers: checking and explaining amounts Stock situation Move 10 items from Warehouse to Store. In the transfer, check the item, quantity, source and destination, then confirm the movement. Warehouse decreases by 10 and Store increases by 10; the company’s total quantity does not increase, and the transfer is not a sale.
• Disassemblies …alue balance is used. Output value = sum of the values of each receipt. Confirmation requires Output value = Value issued. Allocate the value among the resulting items using the approved document without creating additional value. Correcting the operation For an incorrectly confirmed operation, Correct by reversal retains the reason and reversing movements. Check the accounting projection separately; confirming inventory does not mean posting the entry. Accounting Law No. 82/1991 — supporting documents and accounti…
• 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…
• Orders …o its document and result in the related records. Contracts Generating invoices from contractual instalments Orders Overview: checking and explaining amounts The customer orders 20 units, and the first delivery is 8. Check the linked documents and 12 units remaining to deliver, then the invoiced portion. An order for 20 does not prove all goods have been delivered or invoiced.
• Contracts …d documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add contract’ and check the number, date, customer, type, currency, advance, value, instalment count and start date. Complete ‘Instalments’ and ‘Invoice content’ according to the contract. Compare each instalment and billable line with the approved schedule. Paying an advance, generating a draft and issuing an invoice are distinct stages. Continue to the related records and compare dates and value…
• Generating invoices from contractual instalments …tries before repeating generation or confirmation. An invoice exists, but the order is incomplete. What should I check? Compare ordered, delivered and invoiced items and quantities and their linked documents. An invoice may cover only one instalment. Also check invoices already generated before repeating; keep quantities remaining to deliver or invoice separate. The transaction can be traced to its document and result in the related records. Orders Contracts Orders Overview: checking and explaining amounts For the …
• Daily allowances …tructions 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 Prepare travel authorization, actual interval, supporting documents and payment evidence. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the company, period and documents …
• Payment instrument processing: promissory notes …s collected. Follow maturity and the result, then check allocation to the correct invoice. The instrument, invoices and bank evidence are tracked separately. A customer issues a RON 1,000 promissory note with a later due date. Check the issuer, beneficiary, amount, currency and maturity, and link it to the correct document. Track settlement separately from receiving it.
• Tax calculation: the tax base and tax due …gisters 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 tax base in 2026 OUG 8/2026 — Article 7: allowance for tax relating to 2025 ANAF — special December deadline, Article 155(2) of the Tax Procedure Code D101 — form and instructions, OPANAF 20…
• Corporate Income Tax Record Register …ters 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 tax base in 2026 OUG 8/2026 — Article 7: allowance for tax relating to 2025 ANAF — special December deadline, Article 155(2) of the Tax Procedure Code D101 — form and instructions, OPANAF 206/2…
• Purchase journal: checking deductible VAT … D300 OUG 8/2026 — VAT cash accounting threshold and rules OPANAF 3775/2024 — Article 5: D300 filing obligation for each tax period ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 Received invoices, goods receipt documents and, where applicable, customs and payment documents. Documents supporting VAT treatment and the tax point period. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form…
• Sales journal: checking output VAT … D300 OUG 8/2026 — VAT cash accounting threshold and rules OPANAF 3775/2024 — Article 5: D300 filing obligation for each tax period ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 Issued invoices and correction, delivery or service completion documents. Documents supporting VAT treatment and the tax point period. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.…
• Balance sheet: checking financial statements …dgers and opening balance reconciliation. The inventory file: authorization, lists, balance confirmations, minutes and approval of how differences are treated. Customer and supplier statements, verified bank statements and cash, stock, assets, depreciation, loans, provisions and applicable adjustments. Closing entries and documents, tax computation and liability reconciliation. Previous financial statements and documents required for the entity's category: explanatory notes, directors' report, audit or statutory ex…
• e-VAT: checking differences against company records … D300 OUG 8/2026 — VAT cash accounting threshold and rules OPANAF 3775/2024 — Article 5: D300 filing obligation for each tax period ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 The prefilled VAT return or document received from ANAF, if any. D300, VAT journals, invoices and evidence explaining the differences. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.…
• Customers Customers Add a new entry or correct an existing one in a pop-up form separate from the table. Responsible agent Responsible agent lets you associate the partner with an active 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. Chec…
• Delivery addresses: add and edit from the form …d 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 addresses” for the active company and search for the existing record before adding a new entry. Compare customer, recipient and full delivery address with the documents. For …
• Items: controlled addition and editing Items: controlled addition and editing Add or correct a product or service in a separate form without editing the table cells directly. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare the product or service sheets and the purchase or sales documents that support the corrected data. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the compa…
• Item and service types: add and edit from the form …viewed entry was saved without rewriting historical documents. “Accounting consultancy” is a service, while “Archive box” is goods. Check the type before using items in documents and stock movements. The selected type supports the transaction workflow and does not replace the document’s accounting treatment.
• Item groups: add and edit from the form …egal form and accounting regime. Open “Item groups” for the active company and search for the existing record before adding a new entry. Compare code, name and items in the group with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then correct only information you can justify in the form. Calculated values and historical links remain available for checking only. Use the same classification when comparing periods. Commercial grouping alone does no…
• Vehicles Vehicles Add a new entry or correct an existing one in a pop-up form separate from the table. Expiry dates and renewals On the expiry date, each completed deadline may generate a notification: mandatory insurance, CASCO, ITP, servicing, road vignette, other insurance, transport licence and tachograph. Check the new document and update the date after renewal. Blank dates and inactive or deactivated vehicles do not generate alerts. An incorrectly entered date can produce an incorrect alert; always compare the deadlin…
• VAT rates: add and edit from the form … rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. The VAT-registered company has items with different treatments. Check the applicable rate and period before use, based on documents and the transaction classification. The Catalog rate does not change the company’s tax status or by itself prove a purchase’s deductibility.
• Employees: adding, editing, and payroll details …tions 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 information required for hiring. The contact details and bank account provided for salary payment. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Search for t…
• Employment contracts: the version applicable to the month …tions 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 amendments. Hiring, suspension or termination documents, as applicable. Documents for deductions and dependants' details. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and account…
• Trial balance …hile distorting balances. Report amounts are explained and can support accounting and tax checks. Accounting items Account sheet the big book Journal Register A customer’s account has a RON 1,000 opening balance, RON 500 in new invoices and RON 300 in receipts. The supported balance is RON 1,200. Compare the subaccount and trial balance totals; equal debits and credits do not prove the correct partner was chosen.
• Account sheet …le distorting balances. Report amounts are explained and can support accounting and tax checks. Accounting items Trial balance the big book Journal Register The customer’s balance rises from RON 1,000 to RON 1,200. In the account ledger, follow the RON 500 invoice and RON 300 receipt, with their dates and documents. Identify the first unsupported movement before correcting the balance.
• the big book … against another partner may preserve equal totals while distorting balances. Report amounts are explained and can support accounting and tax checks. Accounting items Trial balance Account sheet Journal Register You want to explain an account’s turnover compared with the previous month. Choose the period and compare corresponding accounts and entries with the trial balance. Higher turnover may result from a correction or reclassification; follow the documents as well as the total difference.
• Journal Register …al 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 retaining the original. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting doc…
• 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 … and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Procurement Overview’, compare items, suppliers, quantities and receipt values with the supporting records. Compare received quantities with the documents and identify price or quantity differences. An order does not prove receipt. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Ope…
• Sales Overview: checking and explaining amounts …and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Sales Overview’, compare items, customers, quantities and sales values with the supporting records. Preserve correction signs and separate sales from receipts. Compare the same period and currency before interpreting trends. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open source…
• Consumptions Overview: checking and explaining amounts …and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Consumptions Overview’, compare items, warehouses, quantities and consumption values with the supporting records. Compare consumption with confirmed documents and the goods' intended use. Investigate unsupported consumption or consumption outside the period. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and…
• Management report …inalized. Under ‘Management report’, compare opening balance, receipts, issues and closing balance with the supporting records. Select the warehouse and check the items forming the balance. Do not mix warehouse values or duplicate transfer pairs. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total …
• Orders Overview: checking and explaining amounts …partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Orders Overview’, compare item, ordered quantity, deadline, delivery and uninvoiced portion with the supporting records. Compare each line with its delivery and invoice. Ordering, delivery and invoicing are distinct stages; check order closure separately. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Op…
• Partner Mappings …company's legal form and accounting regime. Open ‘Partner Mappings’ and identify the document or rule requiring review. Compare extracted identity and selected customer or supplier with the documents before confirming. Compare the tax ID, country and name before confirming. Do not merge people or companies merely because their names are similar. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history. Suppliers The confir…
• Item mappings … steps applicable to the company's legal form and accounting regime. Open ‘Item mappings’ and identify the document or rule requiring review. Compare extracted line, selected item, code and unit of measure with the documents before confirming. Confirm that the product and unit of measure are truly equivalent. Check the quantity conversion before treating different packaging as the same item. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and re…
• Accounting Home … documents and obligations In Missing documents, identify transactions requiring supporting documents and continue in the indicated records. In Obligations and deadlines, check the form, period and tax circumstances before preparing the return. A displayed deadline does not confirm filing. For example, for a supplier payment, check the existing invoice and confirm the allocated amount in Bank reconciliation. The association in Document coverage helps find the supporting document, but does not confirm the allocation…
• Accounting period review …ired 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 comparing them with the supporting document. A document's status does not replace a posted journal entry or a return's filing receipt. Unreconciled amount = maximum(0, transaction amount − con…
• The accountant's page …al, 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 require checking associations; drafts and unresolved differences must be addressed before the accounting close. For example, an approved invoice and a draft entry do not have the same effect on t…
• Accountants … access needed for the engagement. Changing and withdrawing access Check the identity before saving different permissions. For an editing request, Accept or Decline refers to the accountant on that row. Withdraw access ends the collaborator's access 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 availab…
• Cost centers — Interval control Cost centers — Interval control Compare eligible lines with amounts allocated to centres for the selected interval. Allocation coverage Check the applied interval, number of reconciled lines and reconciled value compared with the eligible value. A line is fully allocated only when confirmed amounts across centres exactly cover its value. Value coverage = round((reconciled value ÷ eligible value) × 100). If the eligible value is zero, the page displays 100%; this does not prove that any transactions have been record…
• Cost centers — Distributions Cost centers — Distributions Allocate amounts from posted accounting lines to centres and retain separate versions for corrections. Allocating an accounting line Choose the period and filter by To allocate. Open the journal entry to check the transaction, then use Allocate. Select the centres and enter exact amounts in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each it…
• Cost centers — Result per center …he centre The cost centre table tracks expenses allocated in the interval. Compare centres with equivalent activities and periods; a low value may also reflect lines not yet allocated. The general management relationship is: centre result = allocated income − allocated expenses. The current page retains the indicators for the selected centre type. Checking the allocation If the Atelier centre has RON 800 of expenses from a RON 1,200 line, also check the centre receiving the remaining RON 400 in Allocations. Do not …
• Profit centers — Interval control Profit centers — Interval control Compare eligible lines with amounts allocated to centres for the selected interval. Allocation coverage Check the applied interval, number of reconciled lines and reconciled value compared with the eligible value. A line is fully allocated only when confirmed amounts across centres exactly cover its value. Value coverage = round((reconciled value ÷ eligible value) × 100). If the eligible value is zero, the page displays 100%; this does not prove that any transactions have been reco…
• Profit centers — Distributions Profit centers — Distributions Allocate amounts from posted accounting lines to centres and retain separate versions for corrections. Allocating an accounting line Choose the period and filter by To allocate. Open the journal entry to check the transaction, then use Allocate. Select the centres and enter exact amounts in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each …
• Profit centers — Result per center …the indicators for the selected centre type. Checking the allocation If income of RON 2,000 is split into RON 1,200 and RON 800 across two centres, compare both items with the confirmed allocation. Do not add the total income again on top of the centre amounts. For a difference, check the interval, centre and current allocation. Correct the allocation through a substantiated version, then return to the result. Open allocations Open allocations distributii The centres' total differs from the known amount. Check inte…
• Expense reimbursement requests …anager'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 submission; later re-extraction does not change the evidence for the versio…
• Currency revaluation …an older rate does not automatically replace it. Check warnings before generation. Updating the archive does not recalculate or modify posted entries. Monetary items and historical balance The balance includes posted entries and reversals recorded up to the end of the selected month; a later reversal does not remove the historical balance. For 401 and 404, check the received invoice for each item: separate invoices have separate balances and exchange differences, even for the same supplier. If an amount cannot be a…

Archive

• Check and download selected files …ard-to-read details. Open the menu by right-clicking on a computer or long-pressing on a phone. Download saves a device copy. For multiple files, select needed items. If using Select all, check location, filter and selected count before continuing. Download the selection and check received files before sending them. Originals remain in the company's workspace. You obtained needed copies after checking content without altering originals through download. The format cannot be previewed. Open separately or download an…
• Recover files from trash or permanently remove them …ome documents have deletion protections according to issuance, SPV, signing or use in records. Check trash files before confirmation Names and sources of trash items and needed copies before removal. Open Archive → Trash and identify the document by name and available information. For accidental deletion, select the item and choose Restore. Then check it in Archive or its originating application. For permanent removal, check every item and keep needed copies. Use Permanently delete only when allowed and confirm the…

Billing

• Invoice creation Invoice creation Prepare the invoice with the customer's details and sales items, then check the currency and total before issuing it. In Billing, choose Invoice and select the customer. Check the numbering series, issue date, due date and document currency. Use Add item for the products or services being invoiced. Enter the description, unit of measure, quantity and price, then check VAT if your company is VAT-registered. Complete Notes if information must appear on the invoice, then use Preview and issue. The inv…
• Drafts in Billing …he row's first column opens preview and the second expands document information and actions. On a computer, open preview from the document row. Compare issuer, customer, dates, currency, total and each line item with the displayed document without downloading it. From Menu, Continue editing returns to document completion, while Document details opens its page. Print, download or share the document. A draft is not an issued document; check and issue it before using it as a final document. With Signing access, you ca…
• 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 … can prepare the corresponding receipt. If you start from Record payment on an invoice (the Collect action), you record the receipt only for that document. The customer and unpaid balance are pre-filled; change the amount for a partial receipt. To record a receipt for several invoices, open Issue document → Receipt and choose the customer and paid invoices. Check the business location, date, receipt method and amount before recording. For Cash, Also generate a receipt is selected automatically. Check the series bef…
• Payment orders …hoose invoices, goods receipt notes (NIRs), or credit notes, Fluxe calculates the rest, completes the details, and keeps track of the payment. Issued documents Customers in Billing You need to pay a supplier RON 1,200. Enter the beneficiary, IBAN, amount, currency and description, then link the invoice if available. The prepared order shows the payment instruction; check the actual transfer and statement separately. I created the order. Why does the supplier still show as unpaid? A prepared order does not confirm t…
• 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 … quantity. Correct the item and check draft items before issuing. Do not change an issued document’s price without the correction workflow. Preparing invoicing line items Search for the item by code and name before adding another. Open Preview for existing details or Edit from the row menu to make a correction. Verifică denumirea, codul, unitatea, prețul în lei, categoria și tipul contabil. Completează stocul, pragul de reaprovizionare și gestiunea; folosește TVA numai când se aplică firmei. Poți încărca sau înlocu…
• Billing settings and the ANAF connection …rimitere automată. You can submit RO e-Invoice and invoices issued before connecting to SPV, if, at the time of submission, they are within the 5 working day deadline. The issue date is not counted; weekends and public holidays are excluded, and the deadline ends at the end of the fifth working day, according to Romanian time. The submission deadline is the earlier of the two dates: issue date + 5 working days and legal issue deadline + 5 working days. Check the delivery or service date when completing the invoice,…
• Billing reports …es are zero or negative, no percentage is calculated. Document reports use issue date for the period and exclude drafts. Stock report shows current stock; Leads shows customers without issued documents. These two views do not reconstruct historical status for the selected interval. Search in All report data narrows table rows. Indicators and chart retain the full report for the selected period. For SPV documents and SPV messages, search also applies to indicators and charts; consult their guides before comparing. E…
• Incoming invoices …f refresh is unavailable, check authorisation and remaining retrievals. Invoice creation Drafts in Billing Issued documents Collections and receipts Payment orders Customers in Billing Product and service catalog Billing settings and the ANAF connection Billing reports SPV messages
• SPV messages … messages by type and does not represent a count of validated invoices. Invoice creation Drafts in Billing Issued documents Collections and receipts Payment orders Customers in Billing Product and service catalog Billing settings and the ANAF connection Billing reports Incoming invoices

Calendar

• Check documents and due dates for a day or month …or month viewed in Calendar. Only accessible information is available. Open Agenda and review displayed dates and deadlines in order. Open the invoice to check customer and receipts, or the note for the scheduled activity. A Notes notification does not automatically record a receipt or change an invoice due date. Track invoices due and outstanding balances Due dates shows issued invoices with payment deadlines in the selected day or month and a positive outstanding balance. The balance accounts for confirmed receip…

Customer support

• Send a support request with relevant documents Describe the specific problem and attach only information needed for checking it.
• Track replies and close a resolved request Continue in the same ticket and confirm resolution after checking the result.

Customers

• Identify the business partner and update contact details Identify the business partner and update contact details Keep an accurate customer, supplier or individual record and avoid duplicates. Contacts Before adding a business partner, search by name, tax identifier, email or phone. Application narrows to the selected origin. The same record may appear in Billing and Documents without being a duplicate. Editing the contact does not rewrite issued documents. Find the business partner and complete the record Verified business partner details: personal or company name, tax …
• Elimină un contact fără să pierzi documentele …tactul, factura rămâne păstrată; eliminarea nu anulează factura și nu înregistrează o încasare. Identify the business partner and update contact details Check a customer's documents and sales Import contacts and export the required list
• Check a customer's documents and sales 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 …ves the date restriction. Prepare the file and check imported details The Excel file completed from the template and verified details of contacts to import. In Customers, choose Import and download Excel template. Keep its structure and complete contact types and details. Check tax identifiers, names and addresses. Choose the file through Upload completed Excel and apply import after review. Read the result and check created or updated records. If rejected, correct flagged information before retrying. For export, c…

Documents

• Find information in your account …siv părțile separate și seria și numărul. Open preview to compare the original with the issuer, recipient, series, number, dates and available totals. For invoice line items or statement transactions, open Document details. Previous and Next retain the filtered list's order and continue onto the next page; the indicator shows the document's position in the results. You can check several originals without closing preview. Viewing does not approve details or change the document. Use the review action when the documen…
• Checking extracted documents …not the document’s issue date. Check VAT for each rate Compare each VAT rate with the corresponding row or summary in the original, including 0% rates and exempt items. Check the formula: VAT for a rate = taxable base × VAT rate ÷ 100. The accepted rounding difference for each rate is at most 0.01 in the document currency. Check the totals: Total VAT = sum of VAT amounts for all rates. For documents whose total consists only of the base and VAT, Document total = total base + total VAT. If a VAT rate, base or amount…
• Document validation …r opening an already approved batch. Compare the summary with the original The complete summary lets you review the document details, parties, number and date, line items, totals, and VAT where applicable. For bank statements, also compare transactions and balances with the original. Data in Validation is read-only; corrections are made through Moderate. The direction of funds shows the effect on your company. An issued invoice indicates money to be collected, while a received invoice indicates money to be paid; th…

Notes

• Keep an activity's context in notes …g 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 saving the note, check completed activities directly in the list; each checkbox saves immediately. In the editor, press Enter for a new item and Enter on an empty item to continue with normal text. Bold, lis…
• Schedule and snooze note notifications …ibed 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 Schedule notification. For a quick deadline, use In one hour or Tomorrow morning; otherwise enter the exact day and time. Check displayed date and time before confirmation. Choose Repeat and check whether the act…

Seller Central

• Searching store orders and products Searching store orders and products Find an order, product, customer or tracking number without switching stores first. Open Global search and enter the order number, SKU, EAN, tracking number or buyer's name. In the full results, choose Seller Central and the required source. Compare the module and store name displayed beside the result, then open the record. Results use retrieved data and stores you can access. For example, the same ARHIVA-A4 code exists in two stores. Choose the result from Atelier U2 before che…
• eMAG …duct feeds eMAG categories Prețuri și campanii eMAG prices eMAG pricing rules eMAG price schedules eMAG campaigns Facturi și costuri eMAG service invoices eMAG customer invoices Invoicing eMAG orders in Fluxe eMAG product costs eMAG operating expenses Analiză și furnizori eMAG reports eMAG profitability analyses eMAG estimated and actual profit Suppliers and offers for eMAG Checking an eMAG profit analysis Checking a supplier for eMAG Comparing eMAG supplier offers
• WooCommerce …rders Organising WooCommerce orders WooCommerce parcels and returns Automating WooCommerce order preparation WooCommerce warehouses and procurement WooCommerce customer subscriptions WooCommerce customer requests Creating WooCommerce orders WooCommerce stock Checking a WooCommerce order Editing a WooCommerce order Refunding a WooCommerce order Products WooCommerce coupons WooCommerce feeds and catalog import WooCommerce products and variations Creating WooCommerce products Organising WooCommerce products Checking a…

Instrumente · Document templates

• Creating and tracking documents …o the recipient. Retain photographs and documents; reservation deadlines differ from limitation periods for claims. If you only organise transport in your own name on the customer's behalf, use Freight forwarding contract and specify instructions, carriers, insurance and settlement. If you undertake transport performance, check carrier obligations too. For fulfilment, identify storage, order preparation, transport, cash on delivery and returns separately; the merchant's obligations to the buyer do not transfer auto…
• Decisions and numbering series …m. Open the separate HR, Administrative → Decisions category and choose the appropriate template. All fields are editable and optional; an empty field becomes a line to complete on the A4 sheet. For dismissal, fill in Dismissal-specific notes with the concrete grounds, notice period where applicable, appeal deadline and competent court. For disciplinary dismissal, describe the misconduct, provisions breached and reasons for rejecting the defence; for other templates, also check vacancies or priority criteria where …

Instrumente · Document transfer

• 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 · Handwritten signature

• Document signing …then review the resulting documents. The offer for Atelier U2 SRL selected in the signing request, with Link + PIN and Email available before sending. Search by customer name and check the selected documents before sending the request. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Signing drafts Signed documents Archive Trash for signing documents Saved signatures Ion Popescu needs to sign the RON 600 quote. Select the document and check ever…

Instrumente · Tax calculator

• Estimate tax interest and penalties Estimate tax interest and penalties See additional charges for an ANAF obligation unpaid by its deadline and the estimated total at payment date. An active Professional or Business plan is required for this activity. The calculator covers one constant central tax principal, without partial payments, suspension, instalment arrangements, insolvency or judicially established tax evasion. It does not calculate additional charges on fines or other additional charges. Accepted dates are between 2016 and 2026. Principal R…

Seller Central · WooCommerce

• WooCommerce connection WooCommerce connection Connect the store through the Fluxe plugin and check how orders, products and customers are imported. Install and activate the Fluxe România plugin in WooCommerce. For connection by code, use version 26.10.18 or later. In Fluxe, add the connection with the store's name and HTTPS address. In WooCommerce settings, find the store and choose Generate connection code. Check the displayed store, then copy Fluxe address and Connection code. In the same store's WordPress administration, open WooComme…
• WooCommerce overview and synchronisation …er permitted operation's details before sending them to the store. Check each line and confirm the data you are sending. Fetch the store's orders, products and customers. Progress and any errors appear in Settings → Synchronisations. Explicitly choose the version kept when Fluxe and WooCommerce have modified the same resource. Keep WooCommerce overwrites the local copy; Keep Fluxe sends the Fluxe version to the store and records the decision in history. Resolve conflicts in Settings → Synchronizations. WooCommerce …
• Invoicing WooCommerce orders …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 enabling au…
• Configuring WooCommerce statistics …cy and date range. Scheduled updates retrieve changes periodically, while Immediate retrieves them as the store reports them. Start importing orders, products, customers and digital product access records for the selected interval. Choose all time, 365, 90, 30 or 7 days, 24 hours or a custom interval. Progress appears in Settings → Synchronizations without duplicating existing records. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with t…
• WooCommerce orders WooCommerce orders Find store orders and choose the order to review or prepare. Select the store and find the order using its number, customer and filters. Compare the status, date and amount to identify the exact order you need. Open the order to view buyer details, line items, documents and payment. Review edits and refunds on their respective pages before confirming. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce c…
• Organising WooCommerce orders Organising WooCommerce orders Prioritise order preparation, track deadlines and assign work. Select the store and open Orders → Order operations. Filter by preparation, priority, assignee, label or blocker. Overdue only helps you find orders that need attention. From the order menu, choose Preparation and history. Enter the assignee, priority, deadline in the store's time zone and, if applicable, the blocker reason. Save the preparation details; history retains the changes. For multiple orders, select the rows and …
• WooCommerce parcels and returns …ion before dispatch; an undispatched parcel can be canceled and recreated. After dispatch, Publish tracking to store adds the courier and tracking number to the customer's WooCommerce account. Check the confirmation in Synchronizations; this operation does not issue a new shipping label. Receive the customer's request through a link In Returns, choose the order and its established return period. Create customer return link generates a link limited to that order, valid for at most seven days and within the selected …
• WooCommerce costs and analysis …goods consumed − outbound shipping − payment processing − packaging − other costs − return costs. Contribution is an order analysis, not accounting profit. In Returning customers, compare identified store customers' order frequency and recency. In Replenishment, choose the demand period, supply lead time and safety days. Daily sales = units from paid orders in the complete days analysed ÷ days analysed. Requirement = max(0, max(threshold, daily sales × (supply lead time + safety days)) − known stock − quantities or…
• Automating WooCommerce order preparation …. Do not expand automation until the selection is clear. 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 warehouses and procurement …oduct and variation. Compare the stock location and orders reserving stock. Do not release a reservation without checking its order. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• WooCommerce segments and campaigns WooCommerce segments and campaigns Choose audiences with communication consent and review messages before activation. In Customers → Customers and campaigns, use Contacts and consents for notes, the customer link and evidence of marketing consent. Record the consent date and source only if you can confirm them. For back-in-stock requests, select the unavailable product requested by the customer. In Customer segments, choose the currency, period and thresholds for recency, order count and net revenue. Recency = days…
• WooCommerce coupons …g code does not guarantee every order is eligible. The coupon does not apply to an order. What should I check? Compare validity, threshold, accepted products or customers and usage limits. Check rules for combining discounts. Correct a condition only if it reflects the intended commercial 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 a…
• WooCommerce customer subscriptions WooCommerce customer subscriptions Track and change the status of subscriptions supported by the store. In Orders → Customer subscriptions, reload subscriptions from the store. The feature requires the WooCommerce Subscriptions extension to be active; the page shows only confirmed actions for each subscription. From the subscription menu, you can pause, reactivate or cancel when the current status allows it. Check the effect on recurring payments and customer access before confirming. A canceled subscription cannot…
• WooCommerce B2B customer data 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 WooCommerce customer requests Track the person responsible, deadline and resolution of order-related requests. In Orders → Customer requests, choose Add request and find the order. Complete the subject, priority, responsible person and deadline in the store's time zone. Open the request from the row menu to update its status or responsible person. Overdue deadlines remain highlighted until resolved. For context in WooCommerce, add an internal note and choose Save note to store. This note is internal and does not em…
• Creating WooCommerce orders …uyer, products and delivery details for the order before sending it to the store. Use Add order on the Orders page to open the structured editor and choose the customer, addresses, products or variations, quantity, price, discount, VAT class, payment and delivery. The action appears only after a store is configured or selected; until then, the page provides direct access to setup. The formula for each line is: line value = quantity × unit price − discount. The total formula is: order total = sum of line values + VA…
• WooCommerce products and variations …us. Check the synchronisation result and store product. Do not adjust only the parent product when the issue concerns a variation. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• Creating WooCommerce products …us. Check the synchronisation result and store product. Do not adjust only the parent product when the issue concerns a variation. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• Organising WooCommerce products …pare classifications. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before deleting; a similar name does not prove identity.
• WooCommerce stock …stics period. Check the product or variation and last retrieval. For adjustments, use Stock and review the reason and store result. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• Editing a WooCommerce order …eed; always check the selected store and period. Invoicing WooCommerce orders WooCommerce orders Checking a WooCommerce order Refunding a WooCommerce order The customer corrects the town before shipping. Open the order, check the address and update the necessary fields, then compare items and total. After Save and send to Woo, follow the Synced status and check the order in the store. Saving did not confirm synchronisation. Should I resend the change? Compare the WooCommerce order with the Fluxe operation result. I…
• Refunding a WooCommerce order …r to return products to stock. Available refund amount = order total − previous refunds, in the order currency. Select Send refund through gateway only for an online payment, if the method supports automatic refunds and the amount has not already been returned through the processor's dashboard. WooCommerce will record the refund and ask the processor to return the money. Leave the option unchecked for cash on delivery, bank transfer, cash or money already returned separately. This records the refund in WooCommerce …
• Checking a WooCommerce product …us. Check the synchronisation result and store product. Do not adjust only the parent product when the issue concerns a variation. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• Editing a WooCommerce product …us. Check the synchronisation result and store product. Do not adjust only the parent product when the issue concerns a variation. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• WooCommerce brands …ut checking products. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before deleting; a similar name does not prove identity.
• WooCommerce tags …lear synchronisation. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before deleting; a similar name does not prove identity.
• WooCommerce attributes …ut checking products. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before deleting; a similar name does not prove identity.
• WooCommerce reviews …isation time and the moderation result for the exact review. Check the store and product before retrying. Keep necessary information if the review is part of a customer request. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before deleting; a similar name does not prove identity.
• WooCommerce customers WooCommerce customers Find store buyers and check their contact details and addresses. Select the store and find the customer by name or contact details. Verify their identity before opening or changing the information. From View, consult recent orders, open requests, subscriptions and synchronised B2B details. Continue in the appropriate list for the selected customer; use All customers to remove the filter. Load B2B data explicitly requests an update. Compare billing and shipping addresses with the current order.…
• Tracking WooCommerce syncs …leted and which differences need clarification. Select the store and review operations by status and time. Open the operation to identify the product, order or customer concerned. For a conflict, compare the Fluxe version with the WooCommerce version before choosing. For a submission with an unclear outcome, check the store before retrying to avoid duplicating its effect. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce…

Seller Central · eMAG

• Importing eMAG products …k whether the records belong to different accounts or packaging. Use the existing linked item when it represents the same product. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG waybills …connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. eMAG orders eMAG returns eMAG customer invoices Generating an eMAG shipping label An order for two units ships in one parcel. Check the address, courier, weight, dimensions and cash-on-delivery amount where applicable before confirming the AWB. Download the correct label and check the assigned number and result. Nu am primit confirmarea AWB-ului. Generez altul? Check the synchronisation …
• eMAG orders eMAG orders Find store orders and check what needs to be prepared for delivery. Select the eMAG account and find the order by number, customer or status. Check the last sync before using the data to prepare the parcel. From Order actions, open Change status and choose the available operation. For cancellation, select the correct reason. Check the order number, confirm the change and press Apply in eMAG. Orders prepared by eMAG have their own workflow and are not changed through these actions. If the result is uncon…
• eMAG offers …ed with those requested. If the result remains unclear, keep the operation reference and time and request a check through Support. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG products …k whether the records belong to different accounts or packaging. Use the existing linked item when it represents the same product. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG stock …s 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 application conditions. Check the actual store product before repeating the change.
• eMAG prices …nd which tax or promotion applies. Compare the same currency and market. Do not change the company’s VAT regime to force equality. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG pricing rules …le’s mode and limits, then confirm activation only if you want to change offers. After applying, follow the result and eMAG price. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG price schedules …e and execution result. Compare the time zone and current eMAG offer. Do not create a second schedule before clarifying the first. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG returns …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 receipt. Check documents, refund and actual quantity received separately. For an unconfirmed result, use Synchronise status before another change. eMAG Find the guide for the eMAG page you are working on: orders, …
• eMAG service invoices …sing 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 activity and check the selected store before retrieving or sending data. eMAG issues a RON 200 commission invoice to 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…
• eMAG messages and complaints …ected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. You need to clarify delivery of a customer order. Identify the correct order and conversation and continue through the named eMAG channel. Record the response and resolution for the order; viewing it in Fluxe alone does not send a message to the buyer. Where do I respond to a customer’s eMAG complaint? Open the conversation or complaint in your eMAG account to send the actual response using …
• eMAG product costs eMAG product costs Keep the purchase costs used in eMAG sales analysis. In Realised profit, view line items with missing cost and open the order or Product costs. Enter the cost for the relevant product, store, currency and sale date, then check period coverage again. Prepare the CSV, XLS or XLSX file according to the columns displayed in Product costs (COGS). Identify the product by EAN, or offer identifier if EAN is missing; check the connection currency and effective date. If the date is missing, the import date…
• eMAG categories …void required fields. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before deleting; a similar name does not prove identity.
• eMAG VAT rates … from another market. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before deleting; a similar name does not prove identity.
• eMAG campaigns …r eMAG account. Compare the product, period and campaign conditions. Check profit after all costs before confirming participation. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG profit calculator …and stock source. Complete costs and other missing values; the calculator retains the selected product when you correct details or recalculate. Compare the baseline calculation with a stress scenario when assessing discounts, returns or higher costs. Confirm the required costs and conditions, then choose Calculate profitability. Operating profit = revenue excluding output VAT − all economic costs. Margin (%) = operating profit ÷ revenue × 100. Inventory ROI (%) = operating profit ÷ acquisition cost of inventory con…
• eMAG billing settings …MAG 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 Fluxe. Check existing documents and transmission options separately. Changing a setting does not confirm invoice issuance, acceptance in SPV or publication in eMAG. 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 h…
• Generating an eMAG shipping label … store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. eMAG waybills eMAG orders eMAG returns eMAG customer invoices An order for two units ships in one parcel. Check the address, courier, weight, dimensions and cash-on-delivery amount where applicable before confirming the AWB. Download the correct label and check the assigned number and result. Nu am primit confirmarea AWB-ului. Generez altul? Check the synchronisation result and the order’s AWBs in eMA…
• Checking an eMAG price schedule …e and execution result. Compare the time zone and current eMAG offer. Do not create a second schedule before clarifying the first. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• Checking an eMAG pricing rule …le’s mode and limits, then confirm activation only if you want to change offers. After applying, follow the result and eMAG price. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• Checking an eMAG product ranking …gested product. Confirm the selected product only when the code, attributes and packaging match; use No candidate matches for an incorrect match. For confirmed line items, choose Open in calculator and check all costs. Complete insufficient data before using ROI to choose a product. 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 chec…

Declarations and reporting

• Preparing and submitting returns to ANAF …entries; confirming a document and posting an entry are two separate steps. source surse Drafts ciorne Posted and reversed postate-storno Reconcile bank, cash, customers, suppliers and stock against evidence. For double-entry bookkeeping, check the whole period’s trial balance; debit-credit equality alone does not prove all documents were recorded. For single-entry bookkeeping, check the Receipts and payments journal, Inventory register and tax records. Bank reconciliation Trial balance Receipts and payments journa…
• Declaration D100 …ncome tax) and 121 (microenterprise income tax). Other D100 obligations are completed in ANAF software under their instructions. For ordinary quarters, the deadline is the 25th, inclusive, of the following month. For Q4 2026, microenterprise income tax is due on 25 January 2027; the exception extending to 25 June concerned 2021–2025. Standard corporate income tax is finalised annually through D101 with its own deadline. The tax profile valid throughout the interval, registered tax obligations and documents supporti…
• Declaration D101 …epared here is a business subject to corporate income tax, with a calendar financial year and standard circumstances. For calendar financial year 2026, the deadline is 25 June 2027 under the Fiscal Code amended by OUG 8/2026. 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 s…
• Declaration D112 …official form for the month and check each employee before submission. D112 covers payroll obligations and individual records of insured persons. The usual deadline is the 25th, inclusive, of the following month. Quarterly filing is permitted only for legally eligible categories: prepare a return for each month of the quarter, all due by the 25th, inclusive, of the month following the quarter. For July–December 2026, use the D112 version indicated by ANAF for that period. Do not use the first-half form simply becau…
• Declaration D205 …gories specified in its instructions. Do not duplicate salary income reported through D112 here or confuse resident recipients with D207 cases. The general deadline is the last day of February for the previous year, subject to legal deadline calculation rules. 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 an…
• D300 VAT return …ile to check in Soft J before submission. D300 is filed by persons normally registered for VAT under Article 316 for the applicable tax period. The general deadline is the 25th, inclusive, of the following month; file even without operations. No operations does not mean all fields are zero: check carried-forward balances and adjustments. D300 is not filed as an ordinary amended VAT return. Errors are handled through adjustment rows according to their nature or through the procedure for correcting clerical errors. T…
• Special VAT expense report D301 …form. The special Article 317 code is not equivalent to normal Article 316 registration and does not make the business normally VAT-registered. The general deadline is the 25th, inclusive, of the month following the tax point. For new and used means of transport acquired intra-Community and taxable in Romania, file before registration, but no later than the 25th of the month following the tax point. The Fluxe supporting file is completed in the official form. The VAT registration decision, registered tax obligation…
• Recapitulative Declaration D390 VIES …mount + P amount + S amount; this is not VAT payable. Check the partner's code in VIES and keep the verification result with the document. D390 retains the deadline of the 25th of the following month, extended to the first working day where applicable. For November transactions, the deadline is 29 December 2025 and 28 December 2026 respectively. The special 21 December rule does not apply to this information return. Confirm the company's registration under Article 316 or 317 and the existence of transactions covere…
• D394 information return … D300 — form and instructions, OPANAF 174/2026 declaratia-300 declaratia-390 depunerea-declaratiilor-la-anaf 10 September 2026 You have domestic invoices to two customers and a correction for one. Compare numbers, partners, net amounts and VAT with the journals and keep the correction’s sign. Check the subset included by the Fluxe page and complete information required for the company’s circumstances in the official program.
• Special VAT return D398 — OSS and IOSS …used only for the OSS/IOSS special regime in which the person is registered and for eligible operations. EU and non-EU OSS are quarterly, IOSS monthly; the deadline is the end of the month following the period and does not move for weekends or holidays. While registered in the regime, also file a return with no operations as required by OSS instructions. Do not include intra-Community B2B sales simply because the partner is in the EU. Identify the member state of consumption and applicable scheme before calculating…
• D406 information return — SAF-T …t least 30 calendar days from the request. The confirmed tax and accounting profile, tax ID and period details. The chart of accounts and opening balances, and customer, supplier, item, tax and measurement unit catalogs. Posted accounting entries, invoices, payments, stock documents and links between them. The fixed asset register for Assets; detailed stock records and the ANAF request for Stock. The trial balance, control reports, previous SAF-T returns and submission receipts. Confirm the obligation, regime and p…
• Declaration D700 …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 period, check the special deadline and Article 322. The registration certificate and current tax detail…
• D212 single tax return …ture, as applicable. Download the acknowledgement and archive the submitted form and supporting calculations. For 2025 income, ANAF's 2026 materials state a deadline of 25 May 2026. For another year or a CASS option during the year, check the current form. Use the consolidated information and estimates in Fluxe for checking. Confirm your personal classifications, complete D212 in the official form and submit it through the appropriate ANAF service; the Fluxe working statement does not replace the return. OPANAF No.…
• Intrastat Statistical Declaration …026, the statistical threshold is RON 1,000,000 per flow. Check whether it was exceeded in the previous or current year and when the obligation starts. The deadline is the 15th of the month following the reference month. Intra-EU goods invoices, delivery notes, CMRs and other evidence of physical movement. The description and eight-digit CN classification, country of origin, partner state and partner identification required by instructions. Quantity, net mass, supplementary unit, delivery terms, transaction nature …