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• Subscriptions …ecember 2025, with 20 documents issued in Billing each month, 30 business customers, 40 suppliers and 15 individuals. The three employees have contracts and monthly payroll; other individuals have four day-labour records, three copyright contracts, three purchase statements issued and recorded in Accounting linked to the relevant individuals, and two service contracts. Legislation contains ten conversations with extracts from available official sources. You can follow the same product from raw material purchase, re…
• Install Fluxe …omputer without finding the address in the browser each time. Once installed, Fluxe opens directly in the Hub and uses the same account and data as the browser version. Important! The browser shows the install option only when the device supports it. If it does not appear, you can continue using Fluxe directly in the browser. Install Fluxe on your phone Open Fluxe in the browser and sign in to your account. Open the browser menu and choose the option to install or add to the home screen. Confirm the name and adding…

Security and communication

• Privacy and DPA agreement About account documents Review the terms of service and how data is processed before creating your company's account or accepting a new version. The Terms describe use of the service, the Privacy Policy explains data processing, and the DPA describes the data processing relationship for the company's account. Important! Read the displayed version before confirming. If documents are updated and new acceptance is needed, Fluxe will ask you to confirm the current version. How to view documents Open the Terms or Privac…
• Frequently asked questions …t was confirmed, its date is in the selected period and the report filter includes it. The period follows document date; uploading later does not move it to the import month. A payment order does not add the invoice amount to purchases again. An unchecked suggestion is not presented as a final amount. Before accounting registration, check currency and company CUI on the source; the configured VIES number is accepted separately from the national CUI. documents accounting intrebare-de43facd32 accounting What does a r…

Company activity

• Billing …ents Series and templates Client authorization in SPV SPV documents and reports Billing You create commercial documents, track collections, and keep all issued versions in a clear record. Prepare and issue documents The nomenclature with sorting by application or marketplace, eMAG and WooCommerce sources, and separate stocks Sorting by Application / marketplace module groups items, and labels and stocks show separately for Fluxe, eMAG, and each connected WooCommerce store. Billing table with filtering, selection an…
• Documents …ts and receipts as you receive them, then complete or check the details before confirmation. Automatic reading is available in Professional for 200 documents per month and in Business without this cap. Document scanning Photograph a document with your device and prepare it for review. Find information in your account Find documents by title or their text and narrow the results by source, type and date range. Checking extracted documents Compare the recognized data with the original document and correct the informat…
• Calendar …on, then find the document in its app and Trash. History keeps what happened even if the document was deleted or access changed. To check the contents, use the version still available. Documents Check documents and due dates for a day or month Correct a document date in Calendar Account activity Check daily activity and recover a deleted document
• Accounting … from the table. Employees: adding, editing, and payroll details Prepare the person’s details before the contract and correct each employee in a separate form. Employment contracts: the version applicable to the month Record contract details and amendments without losing confirmed payroll history. Trial balance In “Trial balance”, trace totals back to their documents and correct differences at the source. Account sheet In “Account sheet”, trace totals back to their documents and correct differences at the source. t…
• AI Assistant …nswers derived from company data, with minimal, controlled AI routing. from-violet-500 to-indigo-600 admin.apps.show Conversational search in company documents Monthly statements with charts and bank coverage Customers with unpaid balances and payments due Guided document issuance, reminders and support Local processing before Fluxe AI routing AI Assistant Find company information, prepare documents and organise tasks through conversation. Review the proposal and confirm before an operation changes data. Make the r…

Organization

• Tools … signals, with interactive charts. File converters Convert documents to the formats available for each file and download the result. Document templates Prepare contracts, quotations, requests and other documents from templates. Fill in the details and download the document. Document transfer Send files or request documents through a PIN-protected link. Choose the access period and track the files received. Vehiculele firmei Administrează vehiculele și șoferii, verifică alimentările și pregătește foile de parcurs. C…
• Handwritten signature …ion on each document. Submit the signature after checking all documents. Prepare a quote for Atelier U2 SRL and request Ion Popescu’s signature. Select the correct version, check the recipient and send the request. The request remains pending until signing is complete; check the result in the final PDF in Signing history. The request was sent. Why does the document not show as signed? Check the status in External requests and the request’s expiry. The document is signed only once the recipient completes the process…
• Archive …device. Recover files from trash or permanently remove them Check deleted documents and choose restoration or permitted permanent removal. You keep this year’s contracts in a folder and accidentally move a file to Trash. Open Archive → Trash, check its name and use Restore. Download the copies you need before permanent deletion; Trash offers temporary recovery and is not your company’s records archive. I cannot find the file after moving or deleting it. Where should I check? Search Archive and check the selected fo…

AI Assistant

• Requests and confirmations in AI Assistant …t. If it finds multiple results, you choose the exact document. You can request all documents containing a business name or tax ID, including purchases, sales, contracts, signed documents and files. Enter the name or tax ID; search covers your account documents and stays within your app access and permissions. Results appear in short pages. Choose Next documents to continue or identify a document, such as “the first”, to view it in chat. If you have since added new documents, repeat the search to include them. Try:…

Accounting

• Organize your company's dashboard …ocuments and data are preserved, and you can add the card again. The layout is saved in your account and appears when you sign in on your phone or computer; a suitable version is stored for each available number of columns. You check unpaid invoices and unvalidated documents daily. Keep the dashboard cards useful for these checks and arrange them in your working order. Open a card’s list to see the specific documents; check a summary value in the report behind it. The card does not show the value I expect. What sho…
• Validating documents before accounting recognition …accounting document rules 10 September 2026 Invoices and credit notes, till receipts, cash receipts, statements and other documents supporting the transaction. Contracts, goods receipt notes, delivery notes, expense reports or customs documents where they substantiate the transaction's nature, quantity or timing. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the complete, legible document with a…
• Bank reconciliation: allocating statement movements …unting document rules 10 September 2026 The complete statement for each account and currency, including opening and closing balances. Invoices, payment orders, contracts and supporting evidence for fees or transfers. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the statement and check the recognized bank, account, currency, period, balances and transactions before approval. Upload bank statemen…
• Accounting reports …the report according to the amount you want to explain, rather than similarities between titles. Comparisons between periods Check the interval and grouping by month, quarter or year. For Invoicing, also select the currency. Open the indicator's sources before interpreting a change; missing or unconfirmed data can affect the comparison. For example, a difference between invoice value and the accounting result may arise from VAT, advances, expenses or documents not yet recorded in the accounts. Do not force these to…
• Tax profile: establish obligations before recording transactions …ng the tax regime, VAT registration and reporting frequency. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the active company. Under ‘Current position’, compare legal form and tax status with company documents. If legal-form confirmation is requested, resolve it before selecting a regime. Under ‘Select tax profile’, choose the company's documented situation. Under ‘Complete tax registration detai…
• Importing and exporting accounting data …pping to the destination software is incorrect. Correct identification, accounts, document types, items or warehouses and check the file again. Retain previous versions and do not automatically apply the same batch twice. The file was downloaded or uploaded. Is the data already applied? Check the summary, mappings, rejected rows and confirmation stage, then data in the receiving program. An available file does not prove it was imported. Check existing records before retrying to avoid duplicate documents. You have a…
• Check supporting documents for bank transactions …ements and supporting documents uploaded or issued in Fluxe. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. In Accounting → Reports → Document coverage, choose the year and month. Check “No date” separately if any transactions have statements without a completed date. In the “Matching” filter, choose “No linked document”. Select the transaction row and choose “Find document” in its details window. Searc…
• Accounting onboarding and takeover …date. The latest filed returns and accepted filing receipts. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Choose the start date with the person who kept the previous records. Establish the last day covered by the old software and the first day tracked in Fluxe so no documents are omitted or recorded twice. Under ‘Configure company accounting’, confirm tax details and workflows used. Complete onboardin…
• Accounting periods: opening and locking …ial balance and reconciliations for the period to be closed. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Accounting periods’ in the General Journal. Check existing intervals before using ‘Add period’ to avoid overlaps. Enter the period's start and end dates and create it. Check its status before preparing documents, entries or adjustments dated within that interval. Before locking, resolve unva…
• Accounting mappings: accounts used for drafts …art of accounts and sample documents for each workflow used. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the company's accounts and subsidiary accounts first. Do not use the same mapping for economically different transactions merely because their documents look similar. Chart of accounts Open ‘Accounting mappings’. For each source used, check debit, credit and the rule's effective date. Confir…
• From supporting document to draft journal entry …roved document or confirmed transaction: invoice, reconciled statement or another source in the table. Supporting documents required for classification and the applicable accounting mapping. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period and check source approval. For bank transactions, first confirm allocation to the document. Document validation Bank reconciliation Under …
• Reviewing and posting draft entries …nancial and accounting document rules 10 September 2026 The supporting document and economic explanation for each entry. The accounting mapping and open period applicable to the entry. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting 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, credi…
• Correcting posted entries through reversal …ious 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 reviewing the reversing entry. Correct the source and prepare a new entry if the transaction needs recording again. Compare the original, reversal and correct entry in the account ledger. Account sheet Draft note…
• Accounting items …ial and accounting document rules 10 September 2026 The supporting document, detailed computation and entry justification. The accounts and subsidiary accounts applicable to the transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check whether the transaction already has a source that can generate the draft to avoid duplication. Draft sources surse Use ‘Add journal entry’ and enter the date, exp…
• Fixed assets …, enter the information required to track the asset. Edit does not overwrite an active fixed asset: it requires a reason for the correction, keeps the previous version as Replaced and calculates the schedule for the new version. Delete archives the record and cancels only depreciation instalments that have not been posted; the HUB document and history remain intact, and a linked document triggers the shared warning. An accountant with View permission can consult the register and source documents. To add, correct, a…
• Payroll: calculating and reviewing the month …from payroll preparation. Confirmed payroll, the summary and liabilities are reconciled for the declared month. Employees: adding, editing, and payroll details Employment contracts: the version applicable to the month Ion Popescu has an active contract in the month for which you prepare payroll. Check the contract version, timesheet, absences and leave documents before calculating. Compare gross pay, deductions and net pay, confirm payroll and then check D112. Saving employee details does not confirm payroll.
• Month-end closing before returns … ledgers, balance explanations and depreciation computation. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Choose the period and review the closing checklist. Resolve each blocker using the indicated action. A check depending on unfinished documents or entries remains pending; rerun it after resolving the issue. Selecting the period keeps the same month for closing, foreign currency revaluation and VAT…
• Expense reports …dence Open requests and evidence requests Amounts owed to the holder and reimbursements Approved amount owed = sum of personal payments in the current approved version. Confirmed reimbursements = sum of confirmed associations across all versions. Remaining to reimburse = maximum(0, Approved amount owed − Confirmed reimbursements). Overpaid = maximum(0, Confirmed reimbursements − Approved amount owed). For example, with RON 300 approved and RON 200 reimbursed, RON 100 remains. An overpayment requires reviewing the a…
• Entries in RON: checking the period's documents …s 10 September 2026 Prepare invoices and other documents received in lei. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare supplier, number, date, base, VAT and total in lei with the origina…
• Entries in foreign currency: checking the period's documents …cy invoices and purchase documents, together with exchange-rate evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare supplier, date, currency, foreign-currency total, exchange rate and…
• Outgoing in RON: checking the period's documents …ber 2026 Prepare invoices issued in lei and related correction documents. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare customer, issued number, date, value and document status with the o…
• Outgoing in foreign currency: checking the period's documents …eign currency and documents supporting the transaction and exchange rate. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare customer, date, currency, exchange rate and equivalent in lei with …
• e-Invoices: checking the period's documents … invoices and invoices received through SPV, with communication evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare direction, partner, date, value and e-Factura status, separate from…
• RON bank journal …closing balances. Supporting documents for each transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the statement and check recognition of the account, currency and period before approval. Upload bank statement bank_statement Select the period and appropriate account. Compare each inflow and outflow with the statement; check opening and closing balances. Continue allocating transactions t…
• RON cash book …. The previous cash balance and verification of cash on hand. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the cash register, currency and period. Compare the opening balance with the previous cash book and handover documents. Use ‘Add cash transaction’ for an actual money movement. Enter direction, date, amount, counterparty and supporting document; check whether a receipt or another workflow …
• Foreign currency bank journal …closing balances. Supporting documents for each transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the statement and check recognition of the account, currency and period before approval. Upload bank statement bank_statement Select the period and appropriate account. Compare each inflow and outflow with the statement; check opening and closing balances. Continue allocating transactions t…
• Foreign currency cash book …. The previous cash balance and verification of cash on hand. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the cash register, currency and period. Compare the opening balance with the previous cash book and handover documents. Use ‘Add cash transaction’ for an actual money movement. Enter direction, date, amount, counterparty and supporting document; check whether a receipt or another workflow …
• Transfers between warehouses …he item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Transfers between warehouses’ page, open the transaction and compare source warehouse, destination warehouse, item, quantity and transferred value with supporting documents. Compare the outgoing and …
• Consumption vouchers …he item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Consumption vouchers’ page, open the transaction and compare warehouse, item, quantity consumed and value issued with supporting documents. Compare consumption with the goods' intended use and availa…
• Disassemblies … The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Disassemblies’ page, open the transaction and compare source item, quantity, warehouse, resulting items and allocated values with supporting documents. Check that value is conserved between the dis…
• Special operations …l. The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Special stock operations’ page, open the transaction and compare movement direction, item, warehouse, quantity, cost and reason with supporting documents. Use this page only for a supported trans…
• Stock reduction adjustments …he item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Stock value adjustments’ page, open the transaction and compare item, warehouse, value before and after adjustment and reason with supporting documents. Check that only value is corrected, without ch…
• Stock inventory count …he item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Stock inventory count’ page, open the transaction and compare inventory date, warehouse, item, book quantity, counted quantity and difference with supporting documents. Compare the count with movemen…
• Issuance of inventory items for use …he item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Putting low-value assets into use’ page, open the transaction and compare asset, warehouse, quantity, date, user or usage location with supporting documents. Check both the stock issue and records of…
• Production: consumption and finished goods …he item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Production: consumption and finished goods’ page, open the transaction and compare finished product, quantity produced, warehouses, consumption and allocated cost with supporting documents. Compare a…
• Orders …ated before repeating; keep quantities remaining to deliver or invoice separate. The transaction can be traced to 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 Contracts In “Commercial contracts: advances and instalments”, prepare the data from actual documents and check the result in the associated records. Dividing the contract value Value to schedule = Contract value − Advance. Base instalment in bani = the integer part of Value to schedule in bani ÷ Number of instalments. Remainder to allocate in bani = the remainder when dividing the value to schedule in bani by the number of instalments. The first instalments each receive one ban from the remainder so that the sum o…
• Generating invoices from contractual instalments …aw No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare verified contracts and instalments due in the selected month. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Sel…
• Daily allowances …nting registers OMFP No. 2.634/2015 — financial and accounting document rules D112 — instructions applicable from July 2026, Order 605/95/928/2314/2026 ANAF — D112 versions by reporting month ANAF — tax obligations calendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 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 …
• Vehicle logbooks: routes and vehicle use … separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. The advance exceeds supported expenses. How should I treat the difference? Compare the advance with the expense claim and accepted documents. Explain the difference through a documented repayment or adjustment as appropriate. For allowances, separately check days, enti…
• Prepaid expenses: allocation across periods …s separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. The monthly value differs from the amount paid or received. Why? Compare the period the goods or service concern and its allocation with the original document. Payment and monthly recognition have different timing and values. Check the start date, duration and amounts…
• Deferred income: recognition in the correct period …s separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. The monthly value differs from the amount paid or received. Why? Compare the period the goods or service concern and its allocation with the original document. Payment and monthly recognition have different timing and values. Check the start date, duration and amounts…
• Single-entry transaction list … separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. I see two operations with the same amount. Can I remove one? Compare each entry’s source document, date, direction and purpose. Two equal amounts may represent distinct operations or a correction. Open the source and check links before cancelling or removing anything. …
• Payment instrument processing: checks …ment confirming collection or payment, once it has occurred. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the instrument and check series, number, issuer, beneficiary, company's role, amount, account and dates. Do not assume legal validity merely because the document was recognized. Upload documents On the instrument page, use ‘Add allocation’, check ‘Commercial bill account’ and add the covere…
• Payment instrument status: checks …instruments, their allocations and relevant bank statements. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the period and check the series, number, company's role, parties, amount and recorded dates. Compare due dates and status with the original and bank evidence. Check each instrument lacking collection or payment confirmation separately. Open the instrument workflow for allocations or correct…
• Payment instrument processing: promissory notes …ment confirming collection or payment, once it has occurred. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the instrument and check series, number, issuer, beneficiary, company's role, amount, account and dates. Do not assume legal validity merely because the document was recognized. Upload documents On the instrument page, use ‘Add allocation’, check ‘Commercial bill account’ and add the covere…
• Payment instrument status: promissory notes …instruments, their allocations and relevant bank statements. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the period and check the series, number, company's role, parties, amount and recorded dates. Compare due dates and status with the original and bank evidence. Check each instrument lacking collection or payment confirmation separately. Open the instrument workflow for allocations or correct…
• Tax calculation: the tax base and tax due … to 2025 ANAF — special December deadline, Article 155(2) of the Tax Procedure Code D101 — form and instructions, OPANAF 206/2025 OUG 8/2026 — annual D101 deadline applicable from financial year 2026 ANAF — 2026 corporate income tax changes and the 25 June deadline Tax Code — Article 31: tax loss relief OUG 115/2023 — limit and periods for tax loss relief 13 October 2026 The trial balance, revenue and expense account ledgers and the period's documents. Documents and computations for tax adjustments, including appli…
• Corporate Income Tax Record Register …e register to reconcile D100 or D101. Download the ledger in the available format and retain it with computations and supporting documents. Recreating a working version does not replace historical documents. The register does not contain the expected computation. Check the period, corporate income tax regime and existence of a confirmed computation. A draft or microenterprise computation is not the source for the corporate income tax register. The report is prepared. Does that mean the official obligation is fulfil…
• Purchase journal: checking deductible VAT …h 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 and accounting regime. Check the company's VAT registration and tax period. Select the period for which you are prepar…
• Sales journal: checking output VAT …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. Check the company's VAT registration and tax period. Select the period for which you are preparing the VAT return. Fiscal profile Compare issued invoices with the sales register and identify advances, corrections and transactions requiring special treatment. Outgoing in RON For each line, check th…
• Balance sheet: checking financial statements …period; explain unusual balances before preparation. Closing month Tax calculation Trial balance Under ‘Balance sheet’, check account-to-row mappings and their version. Resolve uncovered accounts and incorrect classifications before confirming the preview. Compare current and prior values, section totals and balance signs. Complete all forms required for the company's category in the official software using reconciled values. Prepare explanatory notes, the directors' report and, where applicable, the auditor's or s…
• e-VAT: checking differences against company records … journals, invoices and evidence explaining the differences. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the company, period and document received from ANAF. Distinguish issue date, communication date and the deadline applicable to that document. Compare the e-VAT page indicators with D300 and the journals for the same period. D300 Purchase journal Sales journal For each difference, identify th…
• RO e-Transport in Accounting: document control …, vehicle, goods, quantities and UIT documents, if required. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Identify the transaction and the company's role from the documents. Check whether transport must be declared and who is responsible in the specific situation. Under ‘RO e-Transport’, find the document and check status, transport details and any UIT code. Open the source for missing details. Correc…
• Chart of accounts: add and edit from the form … 2026 Prepare company accounting policies and trial balance. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Chart of accounts” for the active company and search for the existing record before adding a new entry. Compare account code, name, nature and subsidiary accounts with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then co…
• Suppliers …1 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare supplier invoices and contracts, together with identification details. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Suppliers” for the active company and search for the existing record before adding a new entry. Compare name, tax identification, address, count…
• Customers …are contract or order and customer identification documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Customers” for the active company and search for the existing record before adding a new entry. Compare name, tax identification, address, country and contact details with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, the…
• Delivery addresses: add and edit from the form …e 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 an existing item, select the row and choose “Edit row details” in its details and options window, then correc…
• Agents: add and edit from the form …ed commercial allocation and responsible persons' documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Agents” for the active company and search for the existing record before adding a new entry. Compare agent identity, status and association with transactions with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then correct…
• Items: controlled addition and editing …purchase or sales documents that support the corrected data. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open Records → Items for the active company and search for the item before creating a new one. Check the code, name, unit of measure, type, inventory location and price against the documents. For a new item, use “Add item”. For an existing one, select the row and choose “Edit row details” in its d…
• Item and service types: add and edit from the form …pany classification policy for products, services and goods. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Item and service types” for the active company and search for the existing record before adding a new entry. Compare item type and economic nature with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then correct only infor…
• Item groups: add and edit from the form …26 Prepare internal classification of products and services. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Item groups” 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 …
• Warehouses: add and edit from the form …l documents and goods records by depot or business location. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Warehouses” for the active company and search for the existing record before adding a new entry. Compare code, name, status and warehouse responsibility with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then correct only…
• Branches …organizational documents for offices and business locations. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Branches and business locations” for the active company and search for the existing record before adding a new entry. Compare identification, address and link to the recorded activity with the documents. For an existing item, select the row and choose “Edit row details” in its details and op…
• Vehicles …icates, ownership or usage documents and insurance policies. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Vehicles” for the active company and search for the existing record before adding a new entry. Compare registration number, characteristics and expiry dates with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then correct …
• Routes: add and edit from the form …r 2026 Prepare itinerary and substantiated travel distances. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Routes” for the active company and search for the existing record before adding a new entry. Compare departure, destination and route distance with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then correct only informati…
• Contract types: add and edit from the form …name or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. You have commercial contracts and employment contracts, with different activities. Choose the correct type for the page and document, and check its name and status. The type in Catalog does not replace clauses or the signed document.
• Operation types: add and edit from the form …ing document and economic classification of the transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Operation types” for the active company and search for the existing record before adding a new entry. Compare transaction type and its use in the accounting workflow with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then…
• Types of documents: add and edit from the form …e original document and the purpose for which it was issued. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Types of documents” for the active company and search for the existing record before adding a new entry. Compare document category and the workflow in which it is processed with the documents. For an existing item, select the row and choose “Edit row details” in its details and options windo…
• VAT rates: add and edit from the form …accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare transaction documents and legal basis for the rate applicable at the tax point. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “VAT rates” for the active company and search for the existing record before adding a new entry. Compare rate, effective interval and transaction type with the docum…
• Cost centers: recording and allocation … “Allocate” to allocate an eligible amount and check the basis before “Confirm allocation”. For a confirmed allocation, use “Correct” and review the corrective version. In “Result by centre”, compare the calculated totals without rewriting cells. Income and expense closing entries are not allocated again. If there are no eligible amounts in the interval, the coverage percentage remains uncalculated. Managerial situations You cannot change a center’s code, type, or parent. Check whether the center already has alloca…
• Profit centers: recording and allocation … “Allocate” to allocate an eligible amount and check the basis before “Confirm allocation”. For a confirmed allocation, use “Correct” and review the corrective version. In “Result by centre”, compare the calculated totals without rewriting cells. Income and expense closing entries are not allocated again. If there are no eligible amounts in the interval, the coverage percentage remains uncalculated. Managerial situations You cannot change a center’s code, type, or parent. Check whether the center already has alloca…
• Currencies and exchange rate checks: add and edit from the form …ccounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare document in the original currency and source of the applicable exchange rate. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Currencies and exchange rate checks” for the active company and search for the existing record before adding a new entry. Compare currency, exchange-rate date and quot…
• Employees: adding, editing, and payroll details …separately from payroll preparation. The reviewed employee details are saved, and the payroll history is retained. Payroll: calculating and reviewing the month Employment contracts: the version applicable to the month Ion Popescu is the employee whose payroll you are preparing. Check the identity, required details and contract link before calculating. A person’s name in Catalog does not replace their contract or the month’s timesheet.
• Employment contracts: the version applicable to the month Employment contracts: the version applicable to the month Record contract details and amendments without losing confirmed payroll history. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D112 — instructions applicable from July 2026, Order 605/95/928/2314/2026 ANAF — D112 versions by reporting month ANAF — tax obligations calendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 The s…
• Trial balance …revious trial balance, period entries and detailed schedules. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Trial balance’, compare opening balances, debit and credit turnover and closing balances with the supporting records. Compare debit and credit…
• Account sheet …uments and entries supporting the selected account's balance. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Account sheet’, compare opening balance, dates, corresponding accounts, movements and closing balance with the supporting records. Trace each …
• the big book …026 Prepare general journal and trial balance for the 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. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘the big book’, compare each account's turnover and corresponding accounts with the supporting records. Compare account totals with the trial b…
• Journal Register …026 Prepare supporting documents and posted journal entries. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Journal Register’, compare date, explanation, accounts, amounts and entry status with the supporting records. Check chronological recording and…
• Inventory register: tracking stock movements: checking and explaining amounts …are stock receipt, issue, transfer and adjustment documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Inventory register: tracking stock movements’, compare item, warehouse, quantity, weighted average cost, value and balance after each movement …
• Supplier situation: checking and explaining amounts …d invoices, payments, corrections and balance confirmations. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Supplier situation’, compare documents, due dates, amounts payable, allocated payments and balance with the supporting records. Reconcile each …
• Customer situation …sued invoices, receipts, reversals and balance confirmations. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Customer situation’, compare documents, due dates, allocated receipts and outstanding receivables with the supporting records. Compare each in…
• Procurement Overview: checking and explaining amounts …pare purchase documents, goods receipts and relevant orders. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Procurement Overview’, compare items, suppliers, quantities and receipt values with the supporting records. Compare received quantities with th…
• Sales Overview: checking and explaining amounts … 2026 Prepare invoices, deliveries and correction documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Sales Overview’, compare items, customers, quantities and sales values with the supporting records. Preserve correction signs and separate sale…
• Consumptions Overview: checking and explaining amounts …terials consumption notes and production or usage documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Consumptions Overview’, compare items, warehouses, quantities and consumption values with the supporting records. Compare consumption with conf…
• Item ledgers: checking and explaining amounts …6 Prepare documents for every receipt and issue of the item. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Item ledgers’, compare date, warehouse, quantity, cost and balance after each movement with the supporting records. Reconcile the item's balanc…
• Low-value asset status: checking and explaining amounts …or putting assets into use, handover, transfer and disposal. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Low-value asset status’, compare assets, quantities, users or usage locations and status with the supporting records. Compare assets in use wit…
• Production Overview: checking and explaining amounts …ed orders, actual consumption and finished goods deliveries. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Production Overview’, compare produced quantity, cost, consumption and losses with the supporting records. Select the finished product and chec…
• SGR Packaging Overview: checking and explaining amounts …Prepare tax documents and deposit-bearing packaging records. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘SGR Packaging Overview’, compare packaging, document, direction, quantity and deposit with the supporting records. Check the product-to-packagi…
• Management report …r 2026 Prepare warehouse receipt, issue and transfer documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Management report’, compare opening balance, receipts, issues and closing balance with the supporting records. Select the warehouse and chec…
• Orders Overview: checking and explaining amounts …alance. Check the document and physical location before an inventory correction. Report amounts are explained and can support accounting and tax checks. Orders Contracts Generating invoices from contractual instalments The order is for 20 units, with 8 delivered and an invoice linked to that delivery. Check the 12 units remaining to deliver and the uninvoiced portion by item. Do not close the order merely because there is an invoice for the first instalment.
• Stock situation …g, choose the item or category, starting date, inventory account, issue and inventory difference accounts, and goods receipt policy. Confirmation creates a new version and does not automatically post an entry. Item mapping takes precedence over category mapping. Then check Movements and drafts; Project draft prepares the entry, which must be reviewed and posted separately. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 Sept…
• Managerial situations: checking and explaining amounts …re the period's reconciled accounting registers and reports. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Managerial situations’, compare cash, margin, costs and business trends with the supporting records. Check indicator sources and compare equiva…
• Receipts and payments journal for single-entry bookkeeping …nvoices and documents supporting the nature of transactions. 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 single-entry regime and year being tracked. Prepare documents for all bank accounts and cash registers used for the business. Fiscal profile Under ‘Transaction list’, check the receipt or payment date, direction, amount and document. Separate transfers between own accounts from business …
• Checking the ledger before recording and reporting …The period's documents and list of transactions to finalize. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Control’ in the General Journal and check periods, mappings and entries for the active company. Check accounting periods and rules before preparing sources. Accounting periods perioade Accounting mappings mapari Finalise sources and drafts, then check posted entries and any reversals. Compar…
• Account Mappings …g policies, chart of accounts and sample workflow documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Account Mappings’ and identify the document or rule requiring review. Compare debit and credit accounts, workflow and effective interval with the documents before confirming. Check the rule valid on the document date. Changing future mappings does not correct posted entries. After confirmati…
• VAT Mappings …received invoice and documents supporting its tax treatment. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘VAT Mappings’ and identify the document or rule requiring review. Compare eligibility, deduction percentage, pro rata, regime, tax point and exchange rate with the documents before confirming. Confirm each document's treatment according to the transaction's nature. Check which values the sel…
• Document type mappings …are original document and destination software requirements. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Document type mappings’ and identify the document or rule requiring review. Compare document type, direction, currency and treatment used in the exchange file with the documents before confirming. Check invoices, delivery notes, till receipts and transactions with distinct VAT treatment sepa…
• Partner Mappings …tember 2026 Prepare source document and partner tax details. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Partner Mappings’ and identify the document or rule requiring review. Compare extracted identity and selected customer or supplier with the documents before confirming. Compare the tax ID, country and name before confirming. Do not merge people or companies merely because their names are sim…
• Item mappings …d 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 retain confirmation history. ware The confirmed selection does not match the source. Check the document and correct identity, then correct the mapping. Check records and files…
• Management mapping …r 2026 Prepare stock document and company warehouse records. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Management mapping’ and identify the document or rule requiring review. Compare extracted name, selected warehouse, code and record type with the documents before confirming. Check the goods' actual location and the warehouse used in the destination software. Do not map an unknown depot to a…
• Accounting Home … this comparison; check the sources before interpreting the difference as an error. Liquidity shows current balances, while Missing documents tracks the current month even if you are analysing another interval in Financial position. Document activity and Sales and purchases show the information available for the interval. A period with missing or unconfirmed documents can provide an incomplete picture even when totals are displayed. Estimated result = Income − Expenses. Estimated margin (%) = Estimated result ÷ Inc…
• Accounting period review …unting details; if missing, the document date; if missing, the date obtained through automated extraction; if missing, the upload date. The same date determines monthly grouping in the archive. XML datasets for synchronisation opens the SAGA data exchange for the selected interval. Check the downloaded file and import it into the receiving application; it does not represent data already sent to SAGA or ANAF. An expected document is missing from the open period. Check the company, document date and table filters. Fo…
• Accountants …s to the accountant on that row. Withdraw access ends the collaborator's access to the company; company documents and records remain retained. For example, for monthly review without data entry, retain viewing access and only the agreed applications. Grant editing rights separately after establishing responsibilities. Accountant seats Check available accountant seats before inviting another accountant. If an additional subscription is needed, read the displayed price, period and renewal conditions before confirming…
• Reports — Inventory management …ning inventory + receipts by value − issues by value. Adjustments are included according to their sign. For a quarter or year, movements are added together, but monthly balances are not summed. Transfers appear as receipts and issues and offset each other at company level. Issues also include consumption or adjustments, so they do not represent sales alone. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an in…
• Reports — Invoicing …rmas are not issued invoices, and invoicing does not prove payment. Compare each currency separately. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. For commercial invoices of RON 5,000 and a related RON 500 credit note, the group totals RON 4,500. An advance invoice is tracked separately and is not automatically added as income. Checking report amounts Open the sources for the indica…
• Reports — Accounting records … Fluxe and their reversals are excluded; check warnings for closings that cannot be reliably identified. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. With recorded income of RON 20,000 and expenses of RON 15,000, the result is RON 5,000. This amount does not automatically establish the tax base or available cash. Checking report amounts Open the sources for the indicator or period u…
• Reports — Tax compliance …ried-forward balances, adjustments and reconciliations separately. A received document with VAT may require confirmation of chargeability, deductibility and the applicable exchange rate. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. For confirmed output VAT of RON 2,100 and confirmed deductible input VAT of RON 840, the current difference is RON 1,260 before return balances and adjus…
• Reports — Payroll and human resources …utions and tax = CAS + CASS + income tax + CAM. Employer cost = gross + CAM. Drafts and payrolls requiring review are not treated as confirmed values. Eligible monthly payrolls are added together for a quarter or year; the report does not confirm salary payment or replace D112 review. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. If confirmed payrolls have total gross pay of RON 16,0…
• Reports — Tax advice and optimisation …ncomplete evidence; it does not change tax classification or automatically apply optimisation measures. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. If confirmed cumulative tax is RON 8,000 and the previous comparable calculation is RON 5,000, the period's contribution is RON 3,000. Check that the starting date is the same before subtracting the values. Checking report amounts Open …
• Calculations in the tax report … but does not appear in the report. Check whether it is confirmed and falls within the selected interval and indicator. For an individual's activities, use the applicable records and Single tax return without imposing company tax calculations. Suma calculelor din listă este mai mare decât impozitul perioadei. De ce? Verifică dacă valorile sunt cumulative. Pentru calcule comparabile, contribuția perioadei este valoarea cumulată curentă minus cea anterioară, nu suma lor. Controlează ajustările, creditele, regimul și …
• 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 …ns. Do not change the report total directly. For a difference, check the interval, centre and current allocation. Correct the allocation through a substantiated version, then return to the result. Open allocations Open allocations distributii The centres' total differs from the known amount. Check interval coverage, centre type and filters. The result includes eligible confirmed allocations, rather than every company document or draft entry. Cheltuiala unui centru este mai mică decât toate cheltuielile activității.…
• 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 …l 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 interval coverage, centre type and filters. The result includes eligible confirmed allocations, rather than every company document or draft entry. Suma centrului de profit este profitul net al activității? Verifică indica…
• Expense reimbursement requests Expense reimbursement requests Send documents for review and track the manager's and accountant's approvals for the request's current version. The request and original evidence In Add expense claim, complete the holder, purpose and items. Use Upload evidence for original documents. Automated extraction does not change the form; compare the details, including Extracted currency, before using Use extracted data. Review the complete request and confirm submission. The request retains the extraction version used at sub…
• Currency revaluation Currency revaluation Review foreign currency monetary balances and the month's exchange rates before preparing the exchange differences entry. Accounting month and BNR exchange rates Open Month-end close and select the Accounting month in Foreign currency revaluation. The indicative exchange rate date excludes Saturdays and Sundays; BNR rate date shows the rate actually used. The official archive accounts for publication days, including public holidays without a published rate. If the year's archive is missing, onl…

Archive

• Organise and find files in Archive …counting first; issued documents are corrected at source. You need Atelier U2 SRL's September contract, but Archive opened in October. Choose September and the contracts folder. For a new project, check the current location before creating a folder. Check and download selected files Recover files from trash or permanently remove them
• Recover files from trash or permanently remove them …l, check every item and keep needed copies. Use Permanently delete only when allowed and confirm the indicated selection. For a restored signing document, check versions in Signing history. External links closed on deletion do not reactivate automatically. Recoverable items return to the active workspace, and permanent removal concerns only the verified selection. The document is no longer in trash. Search the active workspace and originating application in case restored. If permanently removed or the retention per…

Billing

• Invoice creation … each correction. Open Additional fields for the delegate and commercial references, and Show optional fields for payment method and invoiced period. Enter only applicable details. For bank transfer, check the company's IBAN in invoice currency. Billing period start and Billing period end transmit the invoiced interval; free description remains a note. Check selected delivery address and GLN, if any, before issuance. These details are also included in the e-Factura document. Choose a currency available in the BNR c…
• Drafts in Billing …cument; check and issue it before using it as a final document. With Signing access, you can sign or request a signature for any draft document type. Check the version and details before continuing: signing a draft does not issue the document. For a final document, issue it first, then start signing from Issued documents. Check the number and customer before confirming Delete draft. Opening the preview does not issue the document or send it to SPV. For several drafts, select documents and choose Delete selection. D…
• Issued documents … link for the recipient; from the document page, it opens request preparation. Check document and recipient before sending. Signing uses a copy of the selected version and does not submit through SPV. Open the Not sent or Sent status to check the legal deadline, received codes and SPV acceptance. For an eligible unsent document, Send now asks you to confirm the action. Check the document before confirming. Sent indicates upload; acceptance is confirmed separately by the ANAF response and acceptance date. If Accepta…
• Product and service catalog …onfirmed by eMAG separately, including the synchronization time. Invoice creation Billing settings and the ANAF connection You invoice “Accounting consultancy” monthly, with hours as the unit and RON 250 as the price. Keep the service in Catalog and reuse it on the two-hour invoice. For an item connected to stores, check each source’s price and stock separately; a local edit does not prove publication in the store. The item shows Unlimited. Is that the same as zero stock? Unlimited means no finite quantity is track…
• Billing reports …or Export CSV. Check the selection after changing page or search. Companie U2 SRL analyses a product with sales of RON 2,000 and NIR purchases of RON 1,200 in the same month. Displayed estimated margin is 2,000 − 1,200 = RON 800. Before deciding, check stock and costs absent from those purchases. A RON 1,000 invoice has an issued RON 100 credit note and RON 300 confirmed receipts: current balance is 1,000 − 100 − 300 = RON 600. If due tomorrow, RON 600 is included in Outstanding and Due in the next 7 days, while th…

Calendar

• Check documents and due dates for a day or month …decide which invoices to follow up first. Compare balances in the same currency. RON and foreign-currency totals display separately; do not add them without conversion appropriate to your purpose. Open an invoice from the list and check deadline, customer and receipts before requesting payment. An amount awaiting confirmation is not yet a confirmed receipt. How the outstanding balance is calculated Outstanding balance = max(0, invoice total − amount credited for the invoice in the same currency − max(confirmed rece…
• Correct a document date in Calendar …d 30 September. Check the printed date, choose 30 September in Calendar and view the correction record on 5 October. Check documents and due dates for a day or month Check daily activity and recover a deleted document
• Check daily activity and recover a deleted document …document Track changes, export activity and restore documents still recoverable. Account activity Activity shows operations on the selected day in both Day and Month modes. Relevant activity prioritises operations useful for review; All actions includes the full day's history. For document corrections, compare Before and After values. Sign-ins appear separately and can be viewed on request. Repeated downloads and updates may be grouped. Expand the group to check each operation and who performed it. Export Excel kee…

Customers

• Identify the business partner and update contact details …t rewrite issued documents. Find the business partner and complete the record Verified business partner details: personal or company name, tax identifier where applicable, address and contact. Choose contact type and search existing records. Check other Application origins before adding a new record. Compare tax identifier and address. For similar names, open the record and check related documents. Adaugă un client, furnizor sau persoană fizică numai când contactul lipsește. Pentru o fișă existentă, folosește Edite…
• Import contacts and export the required list …ile with Excel template and correct indicated fields or rows. Keep tax identifiers as text if spreadsheet software changes their format. Upload only the checked version again. A contact in Customers is missing from export. Check source application and contact's last activity there. Try All time to remove the date limit and check the record's origin. Enter 12 suppliers in Excel template, check CUIs and upload. To send the accountant contacts used in Billing, choose that source and required period, then check the exp…

Documents

• Uploading supporting documents …ness includes OCR without this cap. Check extracted details before approval. From the + menu in the header, choose Add documents. Prepare invoices, statements, contracts and other company documents here, regardless of which application will use them. Upload buttons in Accounting, Documents, Calendar and Archive open the same page. To sign a new file in the account, upload it here, then start signing from the saved document. External signing requests also allow files to be uploaded for sending to the recipient. The …
• Find information in your account …rouping, sorting and documents per page. Open Saved views, enter Current view name and choose Save view. Use a distinct name, for example Documents to review this month. You can keep up to 20 personal views for each company. When returning, open the name in Saved views. The list starts on the first page with documents currently meeting the retained criteria. This month follows the month in which you open the view; for a fixed range, save the start and end dates. The view retains working criteria without displayed c…
• Document validation … confirm payment. On a bank statement, Credit means money coming in and Debit means money going out. A reversal or negative value reverses the direction, while contracts and inventory documents do not confirm a movement of funds. The original appears automatically when you reach the document in the list. For a multi-page PDF, scroll through the preview; pages load as you reach them, so you can continue reviewing without opening each page separately. To read the details, use + and − to zoom in or out and rotate the …

Notes

• Keep an activity's context in notes …me tab, choose Resume draft. Save before closing the tab or changing device; unsaved attachments must be selected again. Discard draft removes only the unsaved version. Write the note and link documents The observation text and documents, orders or files explaining the activity. Press Add, enter an easily recognised title and write what needs checking, the relevant document and agreed deadline. Use Link document and search by identifying details. Check the result before inserting. For a required local file, use att…
• Schedule and snooze note notifications … reminds you when the activity is due; it does not issue documents, send payments or complete the described task. Repeat allows Does not repeat, Daily, Weekly, Monthly or Annually. Romanian time is retained; when the chosen day does not exist in a month, the deadline falls on its last day. Set date, time and repeat The note and future notification date and time. Open the note or prepare a new one and choose Schedule notification. For a quick deadline, use In one hour or Tomorrow morning; otherwise enter the exact d…

Tools

• File converters File converters Document conversion Convert a document to another format
• Document templates Prepare contracts, quotations, requests and other documents from templates. Fill in the details and download the document.

Instrumente · Document templates

• Creating and tracking documents …sending it for signing. In Tools → Document templates, Dashboard shows recent documents and counts of issued documents, templates and drafts. Open Contracts for employment and collaboration templates, services, commercial contracts and day-worker agreements. Other forms are in Document models. Search by name or code and open the card to check the form without creating a document. Preview shows the template, category, family and format. Once you choose a suitable template, use Complete to fill it in. In Filters, com…
• Decisions and numbering series …eries, and you select only those included. On the A4 decision, the document keeps the series and first number for each included item. Document templates Prepare contracts, quotations, requests and other documents from templates. Fill in the details and download the document. Creating and tracking documents Your company’s invoice series starts with F, and the next number is 101. Prepare the numbering decision using the actual period and series, and check the responsible person before finalising. Copying the series i…

Instrumente · Document transfer

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

Instrumente · File converters

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

Instrumente · Handwritten signature

• Document signing …e in-account signing action. For a new file, first upload it through Add documents in the + menu, then start signing from the saved document. Check the selected version; the original remains available. Draw your signature or choose a saved one. Check the page, position, size and orientation so the signature does not cover the document's information. Check the document and signing consent, then use Apply and finish. Review the resulting PDF in Signing history; for another signature, continue from the latest signed v…
• Signing drafts …cuments or request signatures through a PIN-protected link. Document signing Signed documents Archive Trash for signing documents Saved signatures You have two versions of Atelier U2 SRL’s contract. In Documents to sign, search the name, check the source and update time, and open Preview. Continue signing only the complete version, with the correct parties and attachments. I found two documents with the same name. Which should I sign? Compare the source, update date and preview contents, including attachments. Conf…
• Signed documents Signed documents Find the latest signed version and check who signed and when, while retaining the original document. In Signing history, use Search, Status, Source, and Sort to find documents. Select documents to Pin, Highlight, Copy, or Export CSV. For another signature, use Sign in account or Request another signature on the appropriate document card. In Signing history, check the latest document version, the people who signed, and the time of each signature. For another signature, continue from the latest signe…
• Archive Trash for signing documents … deleted from Signing are in the single Archive trash. Open Archive, choose Trash, select the document and use Restore. Restoration brings the document and its versions back to Signing history without reactivating closed external links. Documents signed in your account or externally can be permanently deleted from Archive Trash: select the document, choose Permanently delete and confirm. Signed versions, evidence and archived signing copies are removed; the original Hub source remains available. Download any copies…
• Saved signatures …ust the size, position and orientation while preparing to sign, and check every page before Apply and finalize. If the document is already finalised, check the version and recreation workflow before signing again. Can I request another signature on an already-signed document? Start from the latest signed version available in Signing history, check existing signatures and the next recipient. Preview the document before the new request. Using the unsigned original may produce a separate version without earlier signat…

Instrumente · Legislation 2026

• Check a situation under Romanian law …and is checked monthly on the 25th. A guide explains a procedure and does not replace legislation. A change published between updates may be missing; check the version in force and exceptions before applying it. AI explanation is optional. Ask about copyright in Romania, read the article from Law 8/1996, then search contract terms and open the template to complete it. Also ask about accounting, ONRC, ANAF, road traffic, financial legislation, SPV, e-Factura and e-Transport. No relevant legal basis found? Specify th…

Instrumente · Tax calculator

• Estimate taxes for your activity … for standard-income assessment, microenterprise tax, personal exceptions, losses and dividends. Legal form alone does not prove tax-regime eligibility. For self-employment, enter income and deductible expenses or adjusted annual standard income. Select only exceptions with supporting documents and enter employment income or other income relevant to CASS. For companies, enter the tax base and distributable accounting profit separately. For microenterprises, check combined revenue with linked enterprises, staffing c…
• Check CAS and CASS for annual income Check CAS and CASS for annual income Estimate contributions for self-employment, copyright and passive income using 2026 thresholds. An active Professional or Business plan is required for this activity. Mandatory CAS does not disappear if you are employed. Copyright has its own salary and pension exceptions, which do not automatically exempt PFA, rent or dividends. Contributions already withheld/paid are not deducted from the estimate. Foreign income, copyright under actual income assessment, tourist accommodation…
• Check an expense's deductibility …p is non-deductible. For PFA personal pensions and insurance, the check shows the EUR 400 annual cap and conditions; a RON deduction also requires statutory conversion. For vouchers, check the specific type and beneficiary. Employee benefits have separate payroll treatment from these personal deductions. For business entertainment expense of RON 3,000 and a statutory base of RON 100,000, with no cap used, RON 2,000 may be deducted if conditions are met; the difference is RON 1,000. No deductible amount appears? Ent…

Seller Central · WooCommerce

• WooCommerce connection …uxe 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 WooCommerce → Fluxe România → Connect by code. Enter Fluxe addr…
• WooCommerce overview and synchronisation …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 Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock a…
• Configuring WooCommerce statistics …t you need; always check the selected store and period. WooCommerce statistics WooCommerce revenue Analyzing WooCommerce orders You want to compare two complete months. Choose the same statuses and date type and check retrieved historical coverage. If one month is not fully synchronised, complete the data before interpreting changes. I changed statuses, and the report total changed. Is this normal? Selected statuses change which orders are included. Compare the same configuration in both periods and check orders ad…
• Organising WooCommerce orders …ou find orders that need attention. From the order menu, choose Preparation and history. Enter the assignee, priority, deadline in the store's time zone and, if applicable, the blocker reason. Save the preparation details; history retains the changes. For multiple orders, select the rows and choose Update selection. Check the fields you want to change, then Preview changes. Review each result before Apply previewed changes; the labels field replaces the existing list in this operation. If an order has changed in th…
• Automating WooCommerce order preparation …fields replace current values. An order changed between preview and application must be checked again. Activate the rule for orders placed from now on. The same version applies only once to each order, and results appear in Automation history. Pause the rule to stop future applications. Editing and saving it returns it to paused status for checking again. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to co…
• WooCommerce segments and campaigns …n uncertain result is not resent automatically. In Retention and estimates, compare customer return rates and estimated demand. A cohort groups customers by the month of their first known order with positive net revenue, separately for the selected store and currency. Return rate = cohort customers with an eligible order in the tracked month / number of cohort customers × 100. Estimated quantity = net units sold in the full days analyzed / number of full days analyzed × number of forecast days. Stock shortfall = ma…
• WooCommerce coupons …nfigured in the store. Save to the store, then check confirmation in Synchronizations. If a coupon changed in the meantime, reload the data and edit the current version again. The product price is retained; the coupon applies only under its own conditions. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need;…
• WooCommerce stock …rent quantities before adjusting and enter the actual reason. The stock report shows the current retrieved state, even when statistics are viewed for a previous month. I selected last month, but stock does not change. Why? The stock report is current and is not limited by the statistics 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 …
• Activating a WooCommerce store …the store in Connections first, then return to the activation page for the WooCommerce module. Select the exact store you want to activate. Check the displayed monthly price and currency; the store's payment and invoice are separate from the main subscription. If you have a Discount code, enter it and check the result before paying. If the page offers a trial, check its duration and the date when billing starts. After the trial, the displayed fee is charged automatically unless you cancel beforehand. Choose Continu…
• Refunding a WooCommerce order …cked and review the amount, quantities and stock before confirming. This records the refund without requesting another repayment. Check previous refunds and the applicable tax correction document. Confirmation has an unclear result. Should I repeat the operation? Open the exact order in the store and check its status, changes and existing refunds, then the synchronisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, two refunds or two changes for the…
• Tracking WooCommerce syncs … 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 connection to connect your store to Fluxe. For daily …
• Adding a WooCommerce store …dress and Connection code, and choose Connect store. The code expires after 5 minutes and can be used only once. Connection by code requires Fluxe România plugin version 26.10.18 or later. For an older version, copy connection details into the plugin's manual configuration and keep the secret in a protected location. Continue with Test in Fluxe; generating the details alone does not confirm the store connection. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stoc…
• Checking the WooCommerce connection …n Review the store status, access validity and detected features. In Connections, open the store details. Compare the status, expiry date, and store and plugin versions before continuing the sync. Check Detected store features for the operations available through the connection. After a change in the store, run the test to check the connection again. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect…
• Testing the WooCommerce connection … feature is available and the connection is confirmed. A feature is missing from the store. How do I check it? Review Features detected in store and the plugin version, then run the test after store changes. Use only operations available to the connection. For a missing feature, describe it and the check result in Support without the connection secret. The connection test succeeds. Does that mean all data is synchronised? The test checks connection access at that moment. Separately review synchronisation results an…
• WooCommerce stock overview …rent quantities before adjusting and enter the actual reason. The stock report shows the current retrieved state, even when statistics are viewed for a previous month. I selected last month, but stock does not change. Why? The stock report is current and is not limited by the statistics period. Check the product or variation and last retrieval. For adjustments, use Stock and review the reason and store result. The report differs from the one viewed directly in the store. What should I check? Compare currency, date …

Seller Central · eMAG

• eMAG waybills … 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 result and the order’s AWBs in eMAG before retrying. If a number is already assigned, use the existing document. Clarify an unclear result to avoid two shipments for the same or…
• Activating a eMAG store …e. Add the store in Connections first, then return to the activation page for the eMAG module. Select the exact store you want to activate. Check the displayed monthly price and currency; the store's payment and invoice are separate from the main subscription. If you have a Discount code, enter it and check the result before paying. If the page offers a trial, check its duration and the date when billing starts. After the trial, the displayed fee is charged automatically unless you cancel beforehand. Choose Continu…
• eMAG calculators …heck whether the result remains above the minimum price calculated using full costs. The full Profit calculator includes fees, FBE costs, returns and profit targets. For monthly activity: contribution per order = average revenue per order − variable cost per order; break-even orders = monthly fixed costs ÷ contribution per order, rounded up. The logistics comparison uses fixed cost plus the number of orders multiplied by variable cost per order, separately for own delivery and FBE. eMAG Find the guide for the eMAG …
• eMAG product costs …pped rows and correct the file before retrying; invalid rows do not replace existing costs. Cost of goods sold = the sum, for all line items, of quantity sold × applicable unit cost. Use the same currency and VAT treatment; fill in missing costs rather than treating them as zero. 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 t…
• eMAG VAT rates eMAG VAT rates Check the tax rates imported for the selected eMAG marketplace. Choose the account and marketplace, then review the synced rates. Use the rate applicable to the product and check its tax classification before submitting the offer. The eMAG catalog does not change your company's VAT regime in Fluxe. Check the company's regime and avoid importing a rate from another marketplace. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with…
• eMAG profit calculator …ts before buying or selling a product. Enter the product, saleable quantity, currency, price, and purchase, transport, commission and service costs. Choose the applicable rates and check the period, quantity and contractual terms. Enter zero only for a cost you have confirmed does not apply. If starting from the product record, check the prefilled values and stock source. Complete costs and other missing values; the calculator retains the selected product when you correct details or recalculate. Compare the baselin…
• eMAG profitability analyses …ent before using the result. The calculator shows high profit, but some costs are missing. Can I use the result? Complete purchase, commission, shipping and other applicable costs and check each unit and currency. Save the analysis after review and recalculate when conditions change. Do not treat an unknown cost as zero. The product has estimated profit, but available money is lower. Why? Compare actual receipts, due dates, costs and returns with analysis values. Estimated profit and the available bank balance are …
• Suppliers and offers for eMAG … Add the supplier with the information source and check the details before marking the supplier as confirmed. Open the supplier to see the available offers and versions. Compare offers for the same product at the quantity you can actually order, including the minimum quantity and packaging. Confirm the supplier's identity and offer terms separately. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connec…
• eMAG rates …, bands and charged unit in your own contract before confirming the profile. The analysis rate differs from the new contract appendix. What should I do? Check the version, period and selected profile and enter the documented conditions. Recalculate a new analysis with the correct profile; historical analyses keep conditions from their time. Do not rewrite old assumptions without keeping the comparison. The product has estimated profit, but available money is lower. Why? Compare actual receipts, due dates, costs and…
• Adding an eMAG rate …sor, bands and charged unit in your own contract before confirming the profile. The analysis rate differs from the new contract appendix. What should I do? Check the version, period and selected profile and enter the documented conditions. Recalculate a new analysis with the correct profile; historical analyses keep conditions from their time. Do not rewrite old assumptions without keeping the comparison. The product has estimated profit, but available money is lower. Why? Compare actual receipts, due dates, costs …
• Checking an eMAG rate Checking an eMAG rate Review the values and versions of a rate profile. In Rates, open the relevant profile and check the saved document, period and terms. Correct any details that have changed and retain evidence of the applicable rate. A change creates a new version. Check the selected rate before recalculating products; previous analyses retain the conditions used at the time. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG co…
• Generating an eMAG shipping label …MAG 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 eMAG before retrying. If a number is already assigned, use the existing document. Clarify an unclear result to avoid two shipments for the same or…
• Checking an eMAG profit analysis …ent before using the result. The calculator shows high profit, but some costs are missing. Can I use the result? Complete purchase, commission, shipping and other applicable costs and check each unit and currency. Save the analysis after review and recalculate when conditions change. Do not treat an unknown cost as zero. The product has estimated profit, but available money is lower. Why? Compare actual receipts, due dates, costs and returns with analysis values. Estimated profit and the available bank balance are …
• Checking a supplier for eMAG …r and check its identity and the information from sources. Confirm the supplier only after completing the commercial checks your company requires. Review offer versions and the terms for quantity, packaging and validity. Open the comparison for the product offer you want to purchase. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and che…
• Comparing eMAG supplier offers …MAG supplier offers Compare the full product cost for the quantity you will order. From the supplier offer, open the comparison and enter Desired units and, if applicable, Maximum budget. Choose Recalculate comparison and check the actual quantity after applying the minimum order and packaging multiples. Goods value = actual quantity × unit price. Full cost per unit = full batch cost ÷ actual quantity. Compare values in the same currency; if the analysis uses a different quantity, choose Recalculate in calculator b…

Declarations and reporting

• Preparing and submitting returns to ANAF …ptance records. Statements for all bank accounts, receipts, the cash register, expense claims and offset documents. Stock, stocktake and fixed asset documents; employment contracts, timesheets and payroll records if you have employees. For double-entry bookkeeping: the opening trial balance and period registers. For single-entry bookkeeping: the Receipts and payments journal, Inventory register and tax records. In both cases: calculations, previous returns, submission receipts and payment evidence. Select the busin…
• Declaration D100 …ofile valid throughout the interval, registered tax obligations and documents supporting any regime change. The period’s invoices and income/expense documents, contracts, expense claims, statements and stock or depreciation documents. The trial balance and income/expense account ledgers, posted accounting entries and tax records. Evidence of tax adjustments, non-taxable income, non-deductible expenses and reliefs where applicable. Previous D100 returns and accepted submission receipts; for D101, quarterly obligatio…
• Declaration D101 …ofile valid throughout the interval, registered tax obligations and documents supporting any regime change. The period’s invoices and income/expense documents, contracts, expense claims, statements and stock or depreciation documents. The trial balance and income/expense account ledgers, posted accounting entries and tax records. Evidence of tax adjustments, non-taxable income, non-deductible expenses and reliefs where applicable. Previous D100 returns and accepted submission receipts; for D101, quarterly obligatio…
• Declaration D112 …July–December 2026, use the D112 version indicated by ANAF for that period. Do not use the first-half form simply because it opens without an error. Individual employment contracts and amendments, including start and end dates, role, working hours and gross salary. Employee identification, insurance information and documents for deductions and dependants where applicable. Timesheets and leave approvals; records of medical leave certificates, suspensions, absences and overtime. Payroll, the summary, accounting entri…
• Declaration D205 …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 and relevant tax documents. Recipient records, withheld tax calculations, payment documents and obligations reported through D100. Previous D205, its submission receipt and the list of recipients to corr…
• D300 VAT return …s. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operation nature and evidence of the place of supply. VAT journals, double-entry VAT account ledgers, …
• Special VAT expense report D301 …m. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operation nature and evidence of the place of supply. VAT journals, double-entry VAT account ledgers, …
• Recapitulative Declaration D390 VIES …n. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operation nature and evidence of the place of supply. VAT journals, double-entry VAT account ledgers, …
• D394 information return …a. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operation nature and evidence of the place of supply. VAT journals, double-entry VAT account ledgers, …
• Special VAT return D398 — OSS and IOSS …heck the taxable base, rate and VAT for each member state. Compare the source currency with the return currency and document the required ECB exchange rate; conversion is not automatic. Open this return’s form Complete the return in the official OSS app, including corrections for previous periods. Check the summary, submit and keep confirmation; pay using the reference and account provided for the special regime. Open this return’s form You cannot establish the state of consumption Gather the evidence required for …
• D406 information return — SAF-T …6 Reporting, all accounting periods within the interval must be locked or closed following reconciliation. Download DUKIntegrator from ANAF and validate the XML with the version applicable to the reporting year and month. Prepare the file for submission only after resolving the errors. Sign and submit the file through the ANAF service used for D406. Download the acknowledgment and check the processing status; the upload number alone does not confirm acceptance. Archive the XML, submitted file, DUKIntegrator report,…
• Declaration D700 …document. The Fluxe profile reflects the confirmed legal regime and date. The page builds the file for registering, changing or removing a tax obligation. Each version keeps the change, its effective date and the evidence supporting it. The change and effective date must match the documented situation. The attached evidence explains the reason for the change. Version history does not replace the ANAF form and acknowledgement. Compare current tax registrations with the required change and determine the effective dat…
• D710 corrective return …ster. Previous D710 returns, receipts and relevant ANAF documents for the same obligation/period. Identify the original D100 and period. Compare the historical version with the submitted file and receipt, not just the latest saved version. Istoric D100 Rebuild the correct calculation from documents and entries, support the difference and check the correcting accounting entry. Do not overwrite an already posted entry or closed period. Tax calculation Trial balance Posted and reversed postate-storno In D710, prepare …
• D212 single tax return …cuments for activity taxed on actual income; tax records and inventory. Documents for income from other sources or abroad and evidence of tax paid abroad where applicable. The person’s CAS/CASS position, exceptions and options, previous return and submission receipt. Select the person/activity and confirm the accounting and tax regime. Separate actual income taxation from standard income taxation and other categories; do not apply one category’s rules to all income. Tax profile and registered obligations Check rece…
• Intrastat Statistical Declaration …eshold 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 and transport mode. Invo…