Help

Start and account

• Subscriptions …applies to future requests; a submitted request retains the bank details you confirmed. If you notice a mistake, contact Customer support and identify the request number before submitting another. Open Withdrawals Invoice your commission and track SPV From Account, open Commission invoicing and SPV. You can upload an invoice issued in your company's software or enable Automatic invoicing in Fluxe. Your company is the supplier; the company operating Fluxe is the customer. For automation, reserve a new series separat…

Security and communication

• Privacy and DPA agreement …eparately in Cookie settings; that choice does not replace your account agreements. Can I put personal data in a support ticket? Include only data necessary to identify the issue. Hide unrelated information in the screenshot and do not send passwords or authentication codes. For documents containing personal data, check company rules and processing documents before sharing. manual.legal manual-legal-page Before uploading employee documents, read the Privacy policy and DPA for your company’s account. Check the docum…
• Contact page When to use the Contact page Find contact details and the legal identity of the Fluxe service provider. Use email or phone for questions about the service. Check the opening hours: Monday–Friday, from 09:00 to 17:00. For a payment, check the account currency and copy the appropriate IBAN together with the displayed SWIFT code. Open Contact page Available information Legal name, Trade Register number and tax identification number. The registered office address. Accounts in RON, Treasury RON and EUR, plus the SWIFT c…
• Frequently asked questions …ly the incorrect information. Confirm the document after the date, partner, totals, and taxes are correct. documents accounting intrebare-926c7c9c7b documents How do I identify a file by its name? After extraction, an accounting document's name includes the supplier, total with currency and issue date so you can identify it without opening it: Supplier - amount and currency - issue date. The original extension is kept. Bank statements and loan-for-use agreements retain names specific to their document type. account…

Company activity

• Billing …→ 3. The legal name continues to appear in the supplier's data. Payment order issuance form with payer, beneficiary, optional associated documents, and transaction details. You choose the purpose of the payment and fill in the mandatory data. Invoices can be associated for calculating the remainder, but taxes, salaries, installments, own transfers, dividends, and other payments can be issued directly. Collection issuance form with selected invoices, remaining amount after partial payment, automatic receipt, and sup…
• Documents …d date range. Checking extracted documents Compare the recognized data with the original document and correct the information before confirming. Document reports Identify documents awaiting review and compare Billing indicators separately for the selected period. Document validation Review unvalidated documents from all months, correct the information in Moderation, and confirm the data before using it in applications. Primești o factură de consumabile și ai de pregătit o ofertă. Factura se încarcă prin Adaugă docu…
• Accounting …ory levels Compare the initial balance → Verify the period's turnover → Check the final balance → Continue with the chart of accounts and supporting documents. Financial statement row mapping with preview status, immutable history, version details and account-to-row rules Resolve blockages → Check history → Identify form and date → Confirm rules; the preview is not submitted to ANAF. Check inventory value without charts, with WAC balances per warehouses, value flow, and valuation method Compare balances by warehous…
• Customers …rce application The export allows for the Entire period or an exact interval and can separately extract contacts from Customers, Invoicing, Documents, or eMAG. Identify the business partner and update contact details Keep an accurate customer, supplier or individual record and avoid duplicates. Elimină un contact fără să pierzi documentele Scoți din lucru un contact eligibil și păstrezi documentele deja asociate. Check a customer's documents and sales Compare documents, receipts and invoiced line items and download…
• AI Assistant …ut missing details, check the customer, items and total of RON 500 without VAT in this example, then confirm the proposed operation. For a balance, specify the partner and period. Fluxe AI chose another partner or period. What should I do? Correct your request before confirming: specify the exact name and tax identifier or date range. Check the proposal summary. If the operation has already been completed, open the resulting document and use the correction appropriate to its status. I do not know whether the confir…

Organization

• Tools …ats available for each file and download the result. Document templates Prepare contracts, quotations, requests and other documents from templates. Fill in the details and download the document. Document transfer Send files or request documents through a PIN-protected link. Choose the access period and track the files received. Vehiculele firmei Administrează vehiculele și șoferii, verifică alimentările și pregătește foile de parcurs. Companie U2 SRL pregătește o ofertă în Documente tipizate, verifică valorile și s…
• Handwritten signature …IN or click Destroy link and confirm to permanently remove access. The total keeps the number of all generated links. Page for entering the document access PIN The partner enters the received PIN to access the documents to sign. Handwritten Signing page with document upload and recent Hub documents Upload a new document or select an existing one in the Hub. Sign opens the external signing dialog, includes the document and generates the link and PIN. The handwritten editor with the document without an external card,…
• Notes …the document I am working with. What should I check? Find the note by title or content and check its linked document and active company. Compare the number and partner before changing the link. A comment attached to another invoice does not automatically explain the current document’s situation. Notes and documents Keep an activity's context in notes Notifications Schedule and snooze note notifications

Integrations and support

• Seller Central …y and Conflicts Controlled synchronization and encrypted credentials separately per store Seller Central Manage connected sales accounts, synchronizations, and business operations from a single place. Connect and check stores Seller Central with connected stores and available integrations Choose a connected store or configure a new integration. The eMAG Settings page with the connection form and the sidebar showing the IP address for the allowlist Open the eMAG module, then Settings → Connections. The side panel sh…
• Customer support …and add the missing information or answer the questions you received. Check its status and latest reply. Do not send passwords, authentication codes or full card details; you can create a separate request for a different issue. What information should I send so the issue can be checked? Give the page, document or operation, approximate time, steps taken and full displayed message. Attach only the relevant screenshot, without passwords, authentication codes or card details. Reply in the same request for the same iss…

AI Assistant

• Requests and confirmations in AI Assistant … 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: “Find the document containing the premium bicycle and the amount of RON 1,500” or “Which documents do we have with Companie U2 SRL?”. To check money movements with a partner, ask “Show transactions with Companie U2 SRL …

Accounting

• Organize your company's dashboard … I get from a card total to the documents behind it? Open the report or list available from the card, then compare the period and document statuses. Use the number and partner to check specific entries. A summary total must be explained by documents included in the report.
• Validating documents before accounting recognition Validating documents before accounting recognition Check the original, classification and period before the document feeds registers and returns. Confirming details and preserving the original The accounting suggestion prepared after approval has no accounting effect without human confirmation. Check classification, date and accounts before preparing and posting the entry. Discarding an uploaded document keeps it recoverable for 7 days. Check the selected document before removal and use the available recovery if yo…
• Accounting analyses Accounting analyses Identify documents requiring review and compare bank transaction coverage for the company's interval. Documents to review Choose the period, then open the items in Documents to review. Compare the original with the recorded information, fill in any missing date or value and confirm the document only after checking it. Viewing the analysis does not approve documents or post journal entries. Control by periods Compare the document count, transactions read from statements and allocated amounts. Unr…
• Tax profile: establish obligations before recording transactions Tax profile: establish obligations before recording transactions Compare company details with the tax registration record and retain each regime's effective date. Check the company's legal form and tax regime, enter its tax obligations and their effective periods, then confirm the details. Selecting a profile does not save it automatically. Review the details before confirming and consult the history to track a change. Updating Fluxe does not submit the change to ANAF. Accounting Law No. 82/1991 — supporting docume…
• Importing and exporting accounting data …ate documents. You have a controlled transfer with a verifiable dataset, period and result. Checking the ledger before recording and reporting Account Mappings Partner Mappings Item mappings Hand over September documents to your accountant. Choose the correct set, period and format, check the summary and download the file. In the receiving program, check the import and totals; downloading from Fluxe does not apply the data or file declarations.
• Check supporting documents for bank transactions …te. In the “Matching” filter, choose “No linked document”. Select the transaction row and choose “Find document” in its details window. Search by name, number or partner. Use “Preview” to compare the original with the transaction. Suggestions with the same date, exact amount, currency and direction appear first; also check the partner before choosing “Accept suggestion”. If the suggestion is unsuitable, find another document and choose “Link document”. You can manually link an invoice from another day or for a part…
• Accounting onboarding and takeover …nt entries only after explaining differences. The trial balance totals agree, but a customer or bank balance is incorrect. Compare subsidiary balances and each partner's or account's identity. Matching totals do not prove correct allocation; correct the opening entry using the detailed statement. A document appears in both transferred opening balances and current transactions. Check the cut-off date and whether the document is already recorded. Remove duplication by correcting the draft or using a supported reversa…
• Accounting mappings: accounts used for drafts …, then review the new draft before posting. The entry is balanced, but the amount is in the wrong account. How should I check? Compare the supporting document, partner and debit and credit accounts, including subaccounts. Debit-credit equality checks balance rather than classification. Correct a draft before posting; for a posted entry, check reversal and reposting and its link to the original. Drafts use dated, confirmed accounting mappings. Validating documents before accounting recognition From supporting docume…
• From supporting document to draft journal entry …nfirm allocation to the document. Document validation Bank reconciliation Under ‘Sources for drafts’, find the source and compare role, date, amount, currency, partner and VAT treatment. Open the document if there is a difference. Use the preparation action available for that source, review the proposal and confirm the draft only if it reflects the actual transaction. Confirmation saves a draft; it does not finalize the ledger entry. Continue to ‘Draft entries’. Check the debit, credit, date and document link befor…
• Reviewing and posting draft entries …t the cause before regenerating the return. The entry is balanced, but the amount is in the wrong account. How should I check? Compare the supporting document, partner and debit and credit accounts, including subaccounts. Debit-credit equality checks balance rather than classification. Correct a draft before posting; for a posted entry, check reversal and reposting and its link to the original. The posted entry enters the accounting records with a verified source and date. Validating documents before accounting rec…
• Correcting posted entries through reversal …ounts used for drafts From supporting document to draft journal entry Reviewing and posting draft entries A RON 500 entry was posted against the wrong partner. Identify the entry and original document, justify the correction and reverse it through the available workflow. Prepare the correct entry and check that the history shows the original, correction and new transaction without doubling the value.
• Accounting items …t offset it with another unsupported entry. The entry is balanced, but the amount is in the wrong account. How should I check? Compare the supporting document, partner and debit and credit accounts, including subaccounts. Debit-credit equality checks balance rather than classification. Correct a draft before posting; for a posted entry, check reversal and reposting and its link to the original. The adjustment is supported, balanced and verifiable in the ledger. Trial balance Account sheet the big book Journal Regis…
• Fixed assets …ng value = recorded value − planned depreciation to date; planned progress = planned depreciation to date ÷ recorded value × 100. For an eligible asset, check the details in Prepare derecognition before confirming. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules OMFP No. 1.802/2014 — the accounting framework for entities applying these regulations OMFP No. 170/2015 — fixed asset records in single-entry bookkeeping 10 September …
• Payroll: calculating and reviewing the month … date, position, base salary, daily hours and any termination date. Employees Employment contracts Compare contracts with timesheets and the month's documents. Identify sick leave, suspensions, overtime and other situations requiring separate computation and review; do not turn them into standard months just to produce payroll. Under ‘Payroll’, select year and month in ‘Select month and calculate’. Open the resulting payroll and check each employee's days, gross pay, contributions, deductions, income tax and net pa…
• Month-end closing before returns …checks concerning the period total open the corresponding records. Finalize the month's documents and allocations. Check that all correct drafts are posted and identify any missing period-end transactions. Document validation Draft notes ciorne Compare bank and cash balances with documents, customers and suppliers with subsidiary ledgers, stock with movements and fixed assets with asset records. Explain differences before closing. Trial balance Under ‘Depreciation due’, check assets, month and amount. Confirm insta…
• Entries in RON: checking the period's documents …s documents Suppliers Supplier situation: checking and explaining amounts Atelier U2 SRL’s RON 1,000 invoice is dated in September. In RON purchases, check the partner, number, date and total, then the applicable goods receipt and classification. If the document is dated in August, do not arbitrarily include it in September just because you uploaded it then.
• e-Invoices: checking the period's documents … form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare direction, partner, date, value and e-Factura status, separate from accounting control with the original. Open the document to review its lines, not just the total. If a document is missing, check issuance, date, currency and corrections. A draft must not be treated as a finalized invoice. Document validation In double-entry bookkeeping, check the source entry and its …
• RON bank journal …nflow and outflow with the statement; check opening and closing balances. Continue allocating transactions to documents and confirm only substantiated matches. Identify fees and transfers between accounts according to their nature. Bank reconciliation In double-entry bookkeeping, compare total recorded transactions and the account balance with the account ledger. For foreign currency, check the original currency and value in lei separately. Account sheet The statement is incomplete or contains duplicate transaction…
• Foreign currency bank journal …nflow and outflow with the statement; check opening and closing balances. Continue allocating transactions to documents and confirm only substantiated matches. Identify fees and transfers between accounts according to their nature. Bank reconciliation In double-entry bookkeeping, compare total recorded transactions and the account balance with the account ledger. For foreign currency, check the original currency and value in lei separately. Account sheet The statement is incomplete or contains duplicate transaction…
• Transfers between warehouses …ure and previous movements. Correct the source or reverse a confirmed transaction through its workflow; do not enter a fictitious offsetting movement. Stock is updated, but the trial balance excludes the transaction. Check the journal entry exists and is posted. Reconcile stock movements and general-ledger recognition separately. Document quantity does not match stock. Where should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers and…
• Consumption vouchers …ure and previous movements. Correct the source or reverse a confirmed transaction through its workflow; do not enter a fictitious offsetting movement. Stock is updated, but the trial balance excludes the transaction. Check the journal entry exists and is posted. Reconcile stock movements and general-ledger recognition separately. Document quantity does not match stock. Where should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers and…
• Disassemblies … expected quantity. The movement has a supporting document and can be tracked in stock and accounting. An assembly is dismantled into two recoverable components. Identify the outgoing asset and each incoming component, then check quantities and the documented allocation of value. A recovered component is not recorded as a new purchase from a supplier.
• Special operations …measure and previous movements. Correct the source or reverse a confirmed transaction through its workflow; do not enter a fictitious offsetting movement. Stock is updated, but the trial balance excludes the transaction. Check the journal entry exists and is posted. Reconcile stock movements and general-ledger recognition separately. Document quantity does not match stock. Where should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers…
• Stock reduction adjustments …ure and previous movements. Correct the source or reverse a confirmed transaction through its workflow; do not enter a fictitious offsetting movement. Stock is updated, but the trial balance excludes the transaction. Check the journal entry exists and is posted. Reconcile stock movements and general-ledger recognition separately. Document quantity does not match stock. Where should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers and…
• Stock inventory count …ure and previous movements. Correct the source or reverse a confirmed transaction through its workflow; do not enter a fictitious offsetting movement. Stock is updated, but the trial balance excludes the transaction. Check the journal entry exists and is posted. Reconcile stock movements and general-ledger recognition separately. Document quantity does not match stock. Where should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers and…
• Issuance of inventory items for use …ure and previous movements. Correct the source or reverse a confirmed transaction through its workflow; do not enter a fictitious offsetting movement. Stock is updated, but the trial balance excludes the transaction. Check the journal entry exists and is posted. Reconcile stock movements and general-ledger recognition separately. Document quantity does not match stock. Where should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers and…
• Production: consumption and finished goods …ure and previous movements. Correct the source or reverse a confirmed transaction through its workflow; do not enter a fictitious offsetting movement. Stock is updated, but the trial balance excludes the transaction. Check the journal entry exists and is posted. Reconcile stock movements and general-ledger recognition separately. Document quantity does not match stock. Where should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers and…
• Orders …before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add order’, select incoming or outgoing and enter the partner, date, currency and deadline. Under ‘Line items’, add the ordered items, quantities and prices. Check delivery, related consumption and the invoiced portion. Keep the order, invoice and actual stock movement distinct. Continue to the related records and compare dates and values. For corrections, retain the document and check previously confirmed ef…
• Contracts …erating invoices from contractual instalments Orders Overview: checking and explaining amounts A contract provides for three instalments of RON 1,000. Record the partner, terms and due dates, and track each instalment’s documents. The RON 3,000 contract value does not automatically represent recorded income or money received.
• Generating invoices from contractual instalments …re dates and values. For corrections, retain the document and check previously confirmed effects separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. An invoice exists, but the order is incomplete. What should I check? Compare ordered, delivered and invoiced items and quantities and their linked documents. An invoice may …
• Daily allowances …ction can be traced to its document and result in the related records. Expense reports Vehicle logbooks: routes and vehicle use Ion Popescu has a supported two-day business trip and a documented allowance of RON 100/day in this example. The amount granted is 2 × 100 = RON 200. Check the eligible duration, applicable limits and any taxable portion separately; the example amount is not a statutory limit.
• Vehicle logbooks: routes and vehicle use … supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare vehicle logbook, vehicle details, actual routes and consumption documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘A…
• Prepaid expenses: allocation across periods …are dates and values. For corrections, retain the document and check previously confirmed effects separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. The monthly value differs from the amount paid or received. Why? Compare the period the goods or service concern and its allocation with the original document. Payment and …
• Deferred income: recognition in the correct period …are dates and values. For corrections, retain the document and check previously confirmed effects separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. The monthly value differs from the amount paid or received. Why? Compare the period the goods or service concern and its allocation with the original document. Payment and …
• Single-entry transaction list …ion, currency, amount and document for every transaction. For actual cash, use ‘Add cash transaction’ and ensure the movement is not already recorded. Separate business income and expenses from capital contributions, loans and transfers between own accounts. Check deductibility against documents before the annual computation. Continue to the related records and compare dates and values. For corrections, retain the document and check previously confirmed effects separately. Open related records The transaction has i…
• Payment instrument processing: checks …ect invoice. The instrument, invoices and bank evidence are tracked separately. You receive a cheque for a RON 1,000 invoice. Record the instrument’s identity, partner, amount, currency and related document. Check presentation and settlement separately; receiving the instrument does not prove the bank has already collected the money.
• Payment instrument status: checks … a cheque or promissory note does not itself prove payment was collected. Follow maturity and the result, then check allocation to the correct invoice. You can identify instruments requiring follow-up and evidence for settled instruments. A RON 1,000 invoice has an unsettled cheque. In the statement, compare the instrument, partner and status with bank evidence. Do not treat the receivable as settled merely because the instrument appears in the list.
• Payment instrument status: promissory notes … a cheque or promissory note does not itself prove payment was collected. Follow maturity and the result, then check allocation to the correct invoice. You can identify instruments requiring follow-up and evidence for settled instruments. You want to identify promissory notes approaching maturity. Check each instrument and linked document, then evidence of settlement. A matured instrument and a settled one have different statuses and different effects on the balance.
• Sales journal: checking output VAT …T 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 the tax point date, base, rate, VAT amount and confirmed treatment. For foreign-currency transactions, check the tax exchange rate and equivalent in lei. In double-entry bookkeeping, compare journals with posted entries and VAT accounts. In singl…
• Balance sheet: checking financial statements …l form and filing documents separately. The trial balance shows a RON 2,000 receivable from Atelier U2 SRL. Compare the balance with invoices, receipts and the partner’s confirmation, then check its mapping in the financial statements. A balanced preview row does not replace attachments, signing and the official form’s filing acknowledgement.
• e-VAT: checking differences against company records …le 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 the documents, tax point period, corrections and transactions explaining the amount. Do not automatically record an unsupported total in accounting. If a correction or response is required, follow the official document's procedure and retain the computation, documents and evidence of communication. Totals differ although the invoices appear complete…
• RO e-Transport in Accounting: document control …heck 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. Correct details within the document workflow and check authorization…
• Chart of accounts: add and edit from the form …oose “Edit row details”. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. The company tracks two banks through separate subaccounts. In Chart of accounts, check the code, …
• Suppliers Suppliers Add a new entry or correct an existing one in a pop-up form separate from the table. Responsible agent Responsible agent lets you associate the partner with an active agent of the current company. Check the selected person before saving; you can later search or sort partners by agent. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare supplier invoices and contracts, together with identification…
• Customers Customers Add a new entry or correct an existing one in a pop-up form separate from the table. Responsible agent Responsible agent lets you associate the partner with an active agent of the current company. Check the selected person before saving; you can later search or sort partners by agent. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare contract or order and customer identification documents. Chec…
• Delivery addresses: add and edit from the form …oose “Edit row details”. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. Atelier U2 SRL has its office and warehouse at different addresses. Keep the delivery address as …
• Agents: add and edit from the form …ty; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. Ion Popescu tracks a business location’s sales. Search for the agent before adding one, and check the code and status. Correct a name or contact in the existing record without creating a second agent for the same person.
• Items: controlled addition and editing …catalog remain unchanged. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. I cannot find the three-dot menu. How do I edit an item? In Records → Items, search by code or name and click the item's row. In the window with its details and opti…
• Item and service types: add and edit from the form …oose “Edit row details”. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. “Accounting consultancy” is a service, while “Archive box” is goods. Check the type before using …
• Item groups: add and edit from the form …oose “Edit row details”. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. Group boxes and folders under “Office supplies”. Search for the group before creating one and use…
• Warehouses: add and edit from the form …unting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare organizational documents and goods records by depot or business location. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. 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. F…
• Branches …ments and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare organizational documents for offices and business locations. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Branches and business locations” for the active company and search for the existing record before adding a new entry. Compare identification, address and link to the recorde…
• Vehicles …ty; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. Add the car used for business trips and check its registration number and usage details. In the trip log, choose the exact vehicle and compare the mileage. A vehicle with a similar registration number is not the same asset.
• Routes: add and edit from the form …oose “Edit row details”. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. Reuse the Iași–Bacău route for repeated trips. Check the points and distance before saving, and c…
• Contract types: add and edit from the form …oose “Edit row details”. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename 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 cor…
• Operation types: add and edit from the form …oose “Edit row details”. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. A goods receipt and a warehouse transfer have different effects. Check the operation type and dir…
• Types of documents: add and edit from the form …oose “Edit row details”. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. You have the supplier’s invoice and the cash receipt for its payment. Choose distinct document ty…
• VAT rates: add and edit from the form …oose “Edit row details”. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. The VAT-registered company has items with different treatments. Check the applicable rate and per…
• Cost centers: recording and allocation …rsing entry on its date. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. The center catalog is saved through a controlled process, while allocations and results remain traceable to the transactions that produced them. You want to track War…
• Profit centers: recording and allocation …rsing entry on its date. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. The center catalog is saved through a controlled process, while allocations and results remain traceable to the transactions that produced them. Compare Store activit…
• Currencies and exchange rate checks: add and edit from the form …oose “Edit row details”. There are two similar Catalog records. How should I choose? Compare identification and details determining the record’s purpose: code, partner, unit, stock location or period as applicable. Check documents using each record. Choose the record reflecting reality; do not rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. The invoice is in EUR and the report in RON. At the example rate of RON 5/EUR, EUR 100 equals RON…
• Employees: adding, editing, and payroll details …lendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 Identity documents and information required for hiring. The contact details and bank account provided for salary payment. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Search for the employee by name and internal number before adding a new person. For a new person, use “Add employee” and check the person…
• 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 …t with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. Totals are equal, but a partner balance seems wrong. What should I check? Follow the partner’s subaccount and documents, opening balance, invoices, receipts or payments and corrections. Compare the same period and currency. An entry against another partner may prese…
• Account sheet …t with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. Totals are equal, but a partner balance seems wrong. What should I check? Follow the partner’s subaccount and documents, opening balance, invoices, receipts or payments and corrections. Compare the same period and currency. An entry against another partner may prese…
• the big book …t with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. Totals are equal, but a partner balance seems wrong. What should I check? Follow the partner’s subaccount and documents, opening balance, invoices, receipts or payments and corrections. Compare the same period and currency. An entry against another partner may prese…
• Journal Register … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. Totals are equal, but a partner balance seems wrong. What should I check? Follow the partner’s subaccount and documents, opening balance, invoices, receipts or payments and corrections. Compare the same period and currency. An entry against another partner may preser…
• Inventory register: tracking stock movements: checking and explaining amounts … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, but a stock location or item differs. What should I check? Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing each …
• Supplier situation: checking and explaining amounts … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The statement shows payment, but the report keeps the full outstanding balance. What should I check? Identify the statement transaction and check allocation to the correct invoice and partner. Check currency and whether payment covers several documents. An unallocate…
• Customer situation …t with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The statement shows payment, but the report keeps the full outstanding balance. What should I check? Identify the statement transaction and check allocation to the correct invoice and partner. Check currency and whether payment covers several documents. An unallocat…
• Procurement Overview: checking and explaining amounts …‘Procurement Overview’, compare items, suppliers, quantities and receipt values with the supporting records. Compare received quantities with the documents and identify price or quantity differences. An order does not prove receipt. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns onl…
• Sales Overview: checking and explaining amounts … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, but a stock location or item differs. What should I check? Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing each …
• Consumptions Overview: checking and explaining amounts … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, but a stock location or item differs. What should I check? Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing each …
• Item ledgers: checking and explaining amounts … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, but a stock location or item differs. What should I check? Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing each …
• Low-value asset status: checking and explaining amounts … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, but a stock location or item differs. What should I check? Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing each …
• Production Overview: checking and explaining amounts … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, but a stock location or item differs. What should I check? Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing each …
• SGR Packaging Overview: checking and explaining amounts … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, but a stock location or item differs. What should I check? Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing each …
• Management report … it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, but a stock location or item differs. What should I check? Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing ea…
• Orders Overview: checking and explaining amounts … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, but a stock location or item differs. What should I check? Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing each …
• Stock situation … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, but a stock location or item differs. What should I check? Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing each …
• Managerial situations: checking and explaining amounts … with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. Totals are equal, but a partner balance seems wrong. What should I check? Follow the partner’s subaccount and documents, opening balance, invoices, receipts or payments and corrections. Compare the same period and currency. An entry against another partner may preser…
• Receipts and payments journal for single-entry bookkeeping …able income differs from total cash inflows. Check capital contributions, loans, transfers between own accounts and other amounts requiring distinct treatment. Identify each movement's nature before the annual computation. The invoice is RON 1,000, but payment is RON 600. Is this a difference to correct? Check payment evidence and allocate only the amount actually paid. RON 400 remains due unless other supported payments or corrections exist. Do not change invoice value to equal payment or allocate the same transac…
• Checking the ledger before recording and reporting Checking the ledger before recording and reporting Identify periods, mappings and entries requiring review before preparing returns. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The period's documents and list of transactions to finalize. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Cont…
• Account Mappings …iod 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 confirmation, check the resulting document or export. For incorrect identification, use the availabl…
• VAT Mappings … 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 selected export represents; an export cannot replace tax analysis. After confirmation, ch…
• Document type mappings …d 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 separately. The file code must represent the actual document. After confirmation, check the resultin…
• Partner Mappings …iod 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 similar. After confirmation, check the resulting document or export. For incorrect identifica…
• Item mappings …period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Item mappings’ and identify the document or rule requiring review. Compare extracted line, selected item, code and unit of measure with the documents before confirming. Confirm that the product and unit of measure are truly equivalent. Check the quantity conversion before treating different packaging as the same item. After confirmation, check the resulting document or export.…
• Management mapping …d 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 warehouse merely to finish importing. After confirmation, check the resulting document or e…
• Accounting Home …d Expenses minus Total income. Check the RON documents and interval included in the chart before comparing. Missing documents and obligations In Missing documents, identify transactions requiring supporting documents and continue in the indicated records. In Obligations and deadlines, check the form, period and tax circumstances before preparing the return. A displayed deadline does not confirm filing. For example, for a supplier payment, check the existing invoice and confirm the allocated amount in Bank reconcili…
• Accounting period review …ctions and items requiring review. Warnings and supporting documents Resolve warnings first, then find the document in the table and open the original. Confirm details only after comparing them with the supporting document. A document's status does not replace a posted journal entry or a return's filing receipt. Unreconciled amount = maximum(0, transaction amount − confirmed allocations), calculated for each transaction and kept separately by currency. For a RON 1,500 transaction with RON 1,000 allocated, check the…
• Managed company …e after selecting a company from the accountant's engagements. Compare the name, CUI, Trade Register number and address with the documents you will review. The details are available for viewing only. The right company for every operation The displayed permission shows the level of the active engagement. If you work for multiple companies, verify the identity after each company switch and before uploading, changing or confirming a document. If the document belongs to Companie U2 SRL but the page shows another CUI, f…
• Documents in the invoicing report Documents in the invoicing report Identify the invoices and credit notes making up the report's values without counting them twice. Currency and document group Keep the report's interval and choose the currency and group: commercial invoices, advances or credit notes with sources to review. The list shows the document number, date, partner and values. Check the value used in the report, including the sign of corrections. The document supporting the amount Open the invoice from its row or download the PDF and compar…
• Cost centers — Catalog Cost centers — Catalog Organise the company's centres by activity, project or business establishment without rewriting history. Adding and correcting a centre Search for the code and name before using Add centre. Complete its identification and place in the hierarchy, check the details and confirm saving. A centre already used in allocations retains its code, type and hierarchy; you can correct its name. For example, the Atelier București centre can separate the activity of that business establishment. Keep a stabl…
• Profit centers — Catalog Profit centers — Catalog Organise the company's centres by activity, project or business establishment without rewriting history. Adding and correcting a centre Search for the code and name before using Add centre. Complete its identification and place in the hierarchy, check the details and confirm saving. A centre already used in allocations retains its code, type and hierarchy; you can correct its name. For example, the Atelier București centre can separate the activity of that business establishment. Keep a sta…
• Expense reimbursement requests …d expense claim, complete the holder, purpose and items. Use Upload evidence for original documents. Automated extraction does not change the form; compare the details, including Extracted currency, before using Use extracted data. Review the complete request and confirm submission. The request retains the extraction version used at submission; later re-extraction does not change the evidence for the version already submitted. Uploading or extracting does not record expenses, journal entries or payments. The two ap…

Archive

• Organise and find files in Archive …tegory in Accounting documents. Show more allows choosing categories outside the first positions. Scroll for subsequent files or use Load more. Open preview to identify the exact document. For a new grouping, enter the desired location and choose Add folder. Enter an easily recognised name and check the created folder. You found the document in the right period and location or prepared the folder needed for organisation. Archive seems empty, but I have account documents. Check month, folder and active filters. Sear…
• Check and download selected files …selection Files identified in the correct location and device space for downloading. Open file preview and check name, content and pages. Zoom for hard-to-read details. Open the menu by right-clicking on a computer or long-pressing on a phone. Download saves a device copy. For multiple files, select needed items. If using Select all, check location, filter and selected count before continuing. Download the selection and check received files before sending them. Originals remain in the company's workspace. You obtai…
• Recover files from trash or permanently remove them …PV, signing or use in records. Check trash files before confirmation Names and sources of trash items and needed copies before removal. Open Archive → Trash and identify the document by name and available information. For accidental deletion, select the item and choose Restore. Then check it in Archive or its originating application. For permanent removal, check every item and keep needed copies. Use Permanently delete only when allowed and confirm the indicated selection. For a restored signing document, check ver…

Billing

• Invoice creation Invoice creation Prepare the invoice with the customer's details and sales items, then check the currency and total before issuing it. In Billing, choose Invoice and select the customer. Check the numbering series, issue date, due date and document currency. Use Add item for the products or services being invoiced. Enter the description, unit of measure, quantity and price, then check VAT if your company is VAT-registered. Complete Notes if information must appear on the invoice, then use Preview and issue. The inv…
• Drafts in Billing …rrency, total and each line item with the displayed document without downloading it. From Menu, Continue editing returns to document completion, while Document details opens its page. Print, download or share the document. A draft is not an issued document; check and issue it before using it as a final document. With Signing access, you can sign or request a signature for any draft document type. Check the version and details before continuing: signing a draft does not issue the document. For a final document, issu…
• Issued documents … active transport, the e-Transport sheet opens the completed data. If information is missing or there is an error, the control displays the problem: open it to identify what needs completing or checking. Download PDF saves the sheet with the declarant, document, goods, route and ANAF responses; Print opens the same sheet for printing. To confirm declaration, check the ANAF response and UIT code in the sheet. Credit note amounts retain their negative sign. Invoices, proformas and receipts remain separate; do not add…
• Collections and receipts …a și redu-o la disponibilul actual. I recorded a receipt twice. What should I check before correcting? Compare receipt documents with the statement or cash evidence and identify invoice allocations. Check for two operations for the same payment and use the available correction. Review invoice balances afterwards; do not offset the mistake with another fictitious receipt.
• Payment orders …the correct invoice. A saved or downloaded order does not prove the bank transferred money. Completing a payment order Open Payment orders and check the payer, business location and paying account. Enter the beneficiary and bank account from the supporting document; check the currency and actual amount due. Link the documents concerned by the payment and compare the calculated balance. For another liability, enter the precise description. Pentru preluarea ordinului prin scanare la Trezorerie, folosește RON și contu…
• Customers in Billing …urii. Pentru un client existent, Editează clientul actualizează datele folosite în documentele viitoare, iar Vezi facturile deschide documentele deja emise. The partner exists in Customers, but is missing here. Why? Lista include clienții cu facturi emise și clienții salvați explicit în acest nomenclator. Un partener completat numai într-o ciornă nu este încă un client salvat aici. Verifică firma activă și caută după CUI/CNP înainte de a adăuga o înregistrare. Modificarea datelor clientului nu rescrie facturile emi…
• Product and service catalog …or publishing the product or updating its offer. For a new product, the documentation and offer are sent; for a synchronized one, only allowed offer fields are updated. Open synchronized details, images and the last confirmed price without leaving the Catalog. View local information and the latest information confirmed 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 t…
• Billing settings and the ANAF connection …red automatically on saving; for an existing series, it is prepared on the first download. The responsible person is taken from Full name in My company. Check the details before signing. Drafts are excluded from the issued document count. For a single document covering all series, use Download the decision for all series below the cards. The document includes every configured company series, regardless of page filters, with the document type and starting number. Its date is the date of the oldest numbering decision…
• Billing reports …rts, select a period for exact values or open View values for the full list. With multiple series, use the legend to hide or show those being compared. Then search for the business partner or document in All report data. Check each item's currency, date and type; sort by the useful review column. For an unclear amount, open the document in Issued documents and compare its content with supporting evidence. Check the credit note and associated receipt separately. Download the full report in the required format or exp…
• Incoming invoices …eval, Fluxe automatically saves the invoice's original archive in the account, together with the ANAF signature included in it. Saving may continue after the list updates. Once saved, the document remains available in the account after ANAF authorisation or SPV download-period expiry; keep authorisation valid for new invoices. To check the original without downloading or leaving the list, choose Preview from the invoice menu. Document, information and actions share the same panel; for PDFs, change page and zoom con…
• SPV messages …thout a position in trends. Messages by type counts messages in each category, not accepted or rejected invoices. Open Preview or Download and read the content to identify the invoice or obligation and reported result. For an invoice, also check its status in Issued documents before another submission. For invoice FAC 0042, you receive an e-Factura response. Find it by reference, open it and check that document's result. Search for a general tax notice separately among rows marked SPV and keep it in the related obl…

Calendar

• Check documents and due dates for a day or month …. Open Calendar and choose Month for an overview or Day to review a date. Today returns to the current date. In Documents, enter a reference in Number, name or business partner. Choose In selected period for the displayed day or month, or Across Calendar if the date is unknown, then press Search. Compare dates and business partners before opening a result. Open Filters and combine Source, Document type, Document review and SPV status. To see all period documents again, use Reset filters, which also clears search te…
• Correct a document date in Calendar …ate. Compare the date with the original and save the correction The legible original and uploaded document to correct. Find the document and open the original. Identify issue date without confusing it with due date or payment date. Use Change date and choose the correct day. When detected date matches the original, use the action applying it. Check the proposed day before confirmation, then find the document on its new date. If differences or other wrong details remain, open Moderate. Account activity on the correc…
• Check daily activity and recover a deleted document …ity is selected; export does not undo or repeat operations. Review changes and restore the document The operation day and a document reference: name, number or business partner. In Calendar, select the operation date. For a correction made today to an old document, select today. Open Activity and find the operation. For downloads or other actions absent from the initial list, choose All actions. Compare details, including Before and After where available. To check account access on the selected day, expand Daily si…

Customer support

• Send a support request with relevant documents …ng ticket about the same problem. A useful message specifies page, document, time, action and observed result. Do not send passwords, access codes or full card details. Describe the problem and attach documents Problem description, document identification and, if useful, a relevant screenshot or file. From the account menu, open Support and the new request form. Choose the appropriate category and priority. Enter a precise subject and describe what you did, expected result and displayed message. Include document nu…

Customers

• Identify the business partner and update contact details Identify the business partner and update contact details Keep an accurate customer, supplier or individual record and avoid duplicates. Contacts Before adding a business partner, search by name, tax identifier, email or phone. Application narrows to the selected origin. The same record may appear in Billing and Documents without being a duplicate. Editing the contact does not rewrite issued documents. Find the business partner and complete the record Verified business partner details: personal or company name, tax …
• Elimină un contact fără să pierzi documentele …2 SRL, Atelier U2 SRL are o factură deja emisă. Când elimini contactul, factura rămâne păstrată; eliminarea nu anulează factura și nu înregistrează o încasare. Identify the business partner and update contact details Check a customer's documents and sales Import contacts and export the required list
• Check a customer's documents and sales … and credited 2 hours × RON 250 = RON 500. Net sales are RON 2,000 and net quantity is 8 hours. A RON 1,200 receipt is checked separately in payment documents. Identify the business partner and update contact details Elimină un contact fără să pierzi documentele Import contacts and export the required list
• Import contacts and export the required list …liers in Excel template, check CUIs and upload. To send the accountant contacts used in Billing, choose that source and required period, then check the export. Identify the business partner and update contact details Elimină un contact fără să pierzi documentele Check a customer's documents and sales

Documents

• Configure keyboard shortcuts …uently used features. Preferences are saved in your account, including when you work as an accountant with several companies. Shortcuts open features; checking details and confirming documents remain separate. All combinations use Ctrl on Windows/Linux or Command on Mac, a letter or number and, optionally, Shift. Find the feature in the list grouped by application. Disable removes the combination, while Restore defaults returns to the initial shortcuts, including Ctrl/Command + F for search and Ctrl/Command + Shift…
• Uploading supporting documents … as you receive them, then complete or check the details before confirmation. Automatic reading is available in Professional for 200 documents per month and in Business without this cap. Professional includes automatic OCR reading for the first 200 documents of each calendar month. After reaching the limit, continue uploading files: choose the document type, enter details from the original and confirm accuracy. The limit resets at the start of the next month, including for annual payment. Business includes OCR with…
• Document scanning … lit. To remove a saved scan, use actions available in Documents or Archive. Check preview before confirmation; after permanent deletion, the removed image and details cannot be recovered. Photographing and uploading the original Deschide Scanează documente pe dispozitivul cu cameră și permite accesul dacă vrei să fotografiezi. Photograph all the document’s information, with complete edges and legible text. Check the preview and prepare any other required pages before submitting. After processing, compare the detai…
• Find information in your account …ou selected Title only and remove overly restrictive filters. A PDF or image without recognised text cannot be found by every word in the image. Search by number, partner or filename and check the document’s source. Several results have the same name. Which should I open? Compare the app, document type, number, partner and date. For a partner, use the tax identifier where available. Open and check the exact result before editing, issuing or paying.
• Checking extracted documents …tical discrepancy keeps the document under review and does not automatically replace the original values. Choose whether moderation is required In Account → Your business, Document moderation is required is selected by default. Keep it selected so documents needing checking wait for confirmation before their details are used in the apps. To remove this requirement, clear the option, read the warning and choose Continue. On the next page, enter your account password and choose Disable mandatory moderation. Available…
• Document reports Document reports Identify documents awaiting review and compare Billing indicators separately for the selected period. Shows documents awaiting review and, separately, Billing indicators. In Validation · all periods, To validate opens unvalidated documents, while Needs attention narrows to those with missing information, warnings or unfinished processing. Needs attention is included in To validate; do not add the values. Billing indicators use the selected period and do not automatically include every uploaded file…
• Document validation …ve to trash and review the indicated document before confirming. The document can be recovered from the trash for 7 days. If it appears to be a duplicate, first identify which original you must keep. After validation, the document leaves the work list and can be found in Approval history and its category. Matching details in automatic checks does not replace your approval. If you disabled mandatory moderation in Your company, available details may be used before approval; documents still need checking. Only eligibl…

Notes

• Keep an activity's context in notes …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 attachments and respect the displayed limit. Save the note, then open the link or attachment to check the chosen document. When the situation changes, use Edit and save. Pin to top keeps the note first. Archive moves information to Archived, where you can read or return it…

Seller Central

• Searching store orders and products …ccess. For example, the same ARHIVA-A4 code exists in two stores. Choose the result from Atelier U2 before checking the price or stock; the code alone does not identify the store. Why can I not find a product that exists in the store? Check the identifier, filters and store's last synchronisation. Search does not automatically retrieve new store data. For a tracking number, check whether the shipment has been recorded in Fluxe. Apar două rezultate cu același SKU. Pe care îl aleg? Compară modulul și numele magazinul…
• WooCommerce …r daily work, choose the orders or products page or the report you need; always check the selected store and period. The Atelier U2 store has new orders and an updated product. Check the connection and latest synchronisation, then go to Orders for each payment and delivery and Products for item details. Check invoices and stock on their own pages. Magazinul nu aduce date noi. Cum verific? Select the exact store and check its connection and latest synchronisation result. Check for new changes in WooCommerce. If a tr…

Tools

• Urmărește traseele GPS ale vehiculelor …GPS ale vehiculelor Compari drumurile înregistrate de mașini, opririle și pauzele, apoi consulți traseul păstrat la cursa finalizată. An active Professional or Business plan is required for this activity. Linia continuă urmărește pozițiile GPS înregistrate. Dacă localizarea se întrerupe, o linie dreaptă întreruptă unește ultima poziție cu prima poziție de la reluare; nu reprezintă drumul efectiv parcurs. Traseele vechi păstrează numai punctele culese atunci. Înregistrarea depinde de permisiunea de localizare și de …
• 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 …ty components and their licence costs. Code delivery, administrator access and payment alone do not establish the assignment's scope. For photography and video, identify photographs and film separately, then complete sections on authors, producer, music and granted rights. Check the regime for commissioned photographs and any differently agreed terms. For design or translations, identify deliverables, uses and remuneration; retain evidence of rights to fonts, images, source text and other third-party materials. A t…
• Decisions and numbering series …d for the specific situation and check the procedure with the responsible HR person or legal adviser. For numbering, Pre-fill series from account brings in your business series, and you select only those 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…

Instrumente · Document transfer

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

Instrumente · File converters

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

Instrumente · Handwritten signature

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

Instrumente · Legislation 2026

• Check a situation under Romanian law Check a situation under Romanian law Find a question's legal basis and retain the answer with the articles used. An active Business plan is required for this activity. The collection includes official legislation and guides downloaded in Fluxe 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…

Instrumente · Risk analysis

• Analyse a company's financial risk …nual financial statements before choosing collaboration terms. Risk analysis, also called Risk assessment, is available with an active Billing, Professional or Business plan. Data describes the financial statement year and time the source was consulted. Missing data does not prove failure to file financial statements. Financial statements do not confirm absence of current insolvency, litigation or tax debts. Thresholds are indicative and may mean different things by sector. Bara anuală arată un scor orientativ de s…

Instrumente · Tax calculator

• Estimate taxes for your activity Estimate taxes for your activity Compare tax regimes and see tax, contributions and the remaining amount separately. An active Professional or Business plan is required for this activity. For an SRL, profit retained in the company is not personal income. The dividend comparison assumes legally distributable profit and payment in 2026. If the shareholder also receives salary or retains profit for investment, request a complete withdrawal calculation rather than relying on the generic comparison. PFA under actual inc…
• Estimate tax interest and penalties … interest and penalties See additional charges for an ANAF obligation unpaid by its deadline and the estimated total at payment date. An active Professional or Business plan is required for this activity. The calculator covers one constant central tax principal, without partial payments, suspension, instalment arrangements, insolvency or judicially established tax evasion. It does not calculate additional charges on fines or other additional charges. Accepted dates are between 2016 and 2026. Principal RON 10,000, d…
• 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 Check an expense's deductibility Identify tax conditions and limits for 12 expense categories. An active Professional or Business plan is required for this activity. For PFA, sponsorship 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 ex…

Seller Central · WooCommerce

• WooCommerce connection …on confirmation, check status and generate a new code before trying again. If the plugin version has no Connect by code, use manual configuration: copy connection details from Fluxe into the plugin, including Key ID and secret, then test the connection. Enter the code and access details only in the correct store's administration and do not share them with others. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connecti…
• WooCommerce overview and synchronisation WooCommerce overview and synchronisation Track the store's latest update and check differences before continuing operations. Prepare the order, product or other permitted operation's details before sending them to the store. Check each line and confirm the data you are sending. Fetch the store's orders, products and customers. Progress and any errors appear in Settings → Synchronisations. Explicitly choose the version kept when Fluxe and WooCommerce have modified the same resource. Keep WooCommerce overwrites the l…
• Invoicing WooCommerce orders …Can I generate another? Check the order’s linked document, issuer, number, total and status. Open the existing invoice before generating anything. For incorrect details, follow the invoice correction workflow; do not create a duplicate for the same sale.
• WooCommerce statistics …dicators, chart, comparison, and table for the selected Analytics page. Choose the period, comparison, currency and grouping for store analysis. Each selection updates the page immediately; a custom interval shows From and To dates. Select two or more rows from Products, Variations, Categories, Coupons, or Taxes and temporarily keep only the selection. Comparing the selection does not change data and can be stopped immediately by Show all. WooCommerce Find the guide for each WooCommerce page, from connecting the st…
• Configuring WooCommerce statistics …hoose the orders included in analyses and the historical period retrieved for comparisons. For each store, save separately the included statuses, period, date, update, indicators, rankings, and number of rows. Choose the order statuses included in reports. Refunded is included automatically for return calculations; keep at least one other status selected. Reports use the chosen store, currency and date range. Scheduled updates retrieve changes periodically, while Immediate retrieves them as the store reports them. …
• WooCommerce orders …s and choose the order to review or prepare. Select the store and find the order using its number, customer and filters. Compare the status, date and amount to identify the exact order you need. Open the order to view buyer details, line items, documents and payment. Review edits and refunds on their respective pages before confirming. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to …
• Organising WooCommerce orders …e's time zone and, if applicable, the blocker reason. Save the preparation details; history retains the changes. For multiple orders, select the rows and choose Update selection. Check the fields you want to change, then Preview changes. Review each result before Apply previewed changes; the labels field replaces the existing list in this operation. If an order has changed in the meantime, check it again before applying. To return quickly to the same work list, name the filters and choose Save view. The view is sav…
• WooCommerce parcels and returns …parately. Clientul a cerut retur, dar stocul nu a crescut. Ce fac? Check whether the product was received and whether its quantity and condition were confirmed. Update through the appropriate return workflow. A request or refund does not automatically prove the goods can be sold again. 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. Confirmatio…
• WooCommerce costs and analysis WooCommerce costs and analysis Complete order costs, check the contribution and identify replenishment needs. In Statistics → Costs and analysis, choose the period and currency. The period selects orders by their date in the store's time zone; later refunds are attributed to the original order. From the order menu, choose Edit costs. Enter the cost of goods consumed, shipping, payment processing, packaging, other costs and return costs in the order currency. Use costs after deducting recoverable VAT. For goods reco…
• WooCommerce warehouses and procurement …ough your usual channel. At receipt, enter the unique reference, quantities received and, optionally, the supplier document from Fluxe. Confirm received products updates only the operational register. You can receive partially or close the unreceived remainder while keeping previous receipts. To update the store, use Preview publishing to Woo and check the product and available stock totaled across warehouses. Publish available stock only if it is the stock that should be sold. If you already use another automatic …
• WooCommerce segments and campaigns …ooCommerce segments and campaigns Choose audiences with communication consent and review messages before activation. In Customers → Customers and campaigns, use Contacts and consents for notes, the customer link and evidence of marketing consent. Record the consent date and source only if you can confirm them. For back-in-stock requests, select the unavailable product requested by the customer. In Customer segments, choose the currency, period and thresholds for recency, order count and net revenue. Recency = days …
• WooCommerce B2B customer data …r store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. Atelier U2 SRL requests business terms. Compare the company name and tax identifier and check commercial approval before applying them. Company details and a contact person’s address serve different purposes. The customer has a tax ID but does not receive B2B terms. What should I check? Check identity, commercial approval and terms available in the store. A tax ID does not automat…
• WooCommerce feeds and catalog import …parated CSV with no more than 100 products and 1 MB. The header contains sku and your chosen columns from name, description, short_description, status. SKU must identify exactly one product in the store. Preview the file and check the values. A blank description in an included column deletes the current description. Apply the changes and track confirmation of each operation in Synchronizations; if the product has changed, preview again. WooCommerce Find the guide for each WooCommerce page, from connecting the store…
• WooCommerce customer requests … Add request and find the order. Complete the subject, priority, responsible person and deadline in the store's time zone. Open the request from the row menu to update its status or responsible person. Overdue deadlines remain highlighted until resolved. For context in WooCommerce, add an internal note and choose Save note to store. This note is internal and does not email the customer. Check synchronization and keep the request resolution updated. WooCommerce Find the guide for each WooCommerce page, from connecti…
• Creating WooCommerce orders Creating WooCommerce orders Prepare the buyer, products and delivery details for the order before sending it to the store. Use Add order on the Orders page to open the structured editor and choose the customer, addresses, products or variations, quantity, price, discount, VAT class, payment and delivery. The action appears only after a store is configured or selected; until then, the page provides direct access to setup. The formula for each line is: line value = quantity × unit price − discount. The total formula …
• WooCommerce products and variations …e product. Apply the same changes to a group of up to 100 variations, with separate edit, duplicate and delete actions for each row. Each variation has its own update status; an error does not hide the results for other variations. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selecte…
• Creating WooCommerce products Creating WooCommerce products Prepare the product, price, images and variations, and check the details before sending them to the store. For a new product, enter the store, name, type and status. For a simple product, also enter the price; add the description, inventory and shipping details relevant to the product. For a variable product, enter the price for each variation, not the parent product. Check the details before saving the product to the store. Select the product's images together or choose a separate ima…
• WooCommerce stock WooCommerce stock Check quantities and explain adjustments before sending them to the store. In Orders → Stock, identify the product or variation and choose Set stock, Increase stock or Decrease stock. Enter the quantity and reason for the adjustment, then check the result before confirming. Formulele sunt: Seteaza -> cantitate dupa = valoare; Crestere stoc -> cantitate dupa = cantitate inainte + valoare; Scadere stoc -> cantitate dupa = cantitate inainte - valoare. Modificarea unei variatii nu schimba automat stoc…
• Activating a WooCommerce store … subscription status and module payment result. Do not repeat payment when the result is unclear. In Support, specify the store and operation time without card details. The module is active, but I cannot see store data. What should I check? Compare the selected module and store, connection and latest synchronisation. Activating access does not itself load every order and product. For a missing operation, check store features before another payment or connection.
• Checking a WooCommerce order …ompare ordered, allocated, checked, shipped and returned quantities; receipt of a return does not confirm a refund or restocking. For a company with incomplete details, search by CUI/CIF and check retrieved information; details already entered are not replaced. Before delivering on credit, review the risk analysis to set commercial terms. Check Fluxe documents and the result of each operation in the store separately. Prepare RO e-Transport for the invoiced order After issuing the Fluxe invoice, check whether the tr…
• Editing a WooCommerce order …ommerce orders Checking a WooCommerce order Refunding a WooCommerce order The customer corrects the town before shipping. Open the order, check the address and update the necessary fields, then compare items and total. After Save and send to Woo, follow the Synced status and check the order in the store. Saving did not confirm synchronisation. Should I resend the change? Compare the WooCommerce order with the Fluxe operation result. If changes are already applied, do not resend them. For an unclear result, clarify …
• Editing a WooCommerce product Editing a WooCommerce product Update product information and prepare to publish it in the store. Open the product and choose to edit it. Check the name, description, images, prices and publication status; for variable products, also complete and check the variations corresponding to the attributes. Check the sale price and its period before sending. Save the changes and wait for confirmation from WooCommerce before treating them as available to buyers. WooCommerce Find the guide for each WooCommerce page, from conn…
• WooCommerce attributes …ut the variation is missing. What should I do? Open the product and check variations built from its attributes. Complete the required combination and variation details on the available page, then check the store result. Do not delete a used attribute without checking products. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before d…
• WooCommerce customers …chronised B2B details. Continue in the appropriate list for the selected customer; use All customers to remove the filter. Load B2B data explicitly requests an update. Compare billing and shipping addresses with the current order. A WordPress account and a WooCommerce buyer may have different identifiers; check the link before using the data. 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 st…
• Tracking WooCommerce syncs …s Check which updates have completed and which differences need clarification. Select the store and review operations by status and time. Open the operation to identify the product, order or customer concerned. For a conflict, compare the Fluxe version with the WooCommerce version before choosing. For a submission with an unclear outcome, check the store before retrying to avoid duplicating its effect. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and repo…
• Adding a WooCommerce store …ires after 5 minutes and can be used only once. Connection by code requires Fluxe România plugin version 26.10.18 or later. For an older version, copy connection details into the plugin's manual configuration and keep the secret in a protected location. Continue with Test in Fluxe; generating the details alone does not confirm the store connection. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect y…
• Checking the WooCommerce connection Checking the WooCommerce connection Review the store status, access validity and detected features. In Connections, open the store details. Compare the status, expiry date, and store and plugin versions before continuing the sync. Check Detected store features for the operations available through the connection. After a change in the store, run the test to check the connection again. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the…
• Testing the WooCommerce connection Testing the WooCommerce connection Check whether Fluxe can communicate with the configured store. In the store connection, open Test after entering the details in the plugin. Check the store address and choose Run test now. Continue syncing after confirming the connection. If the test indicates a problem, check the plugin details and connection validity before trying again. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommer…
• Changing the WooCommerce connection key …ion, copy both the new Key ID and new secret into the plugin before leaving the page. Then test the connection. Do not resume synchronisation until both sides' details match. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. WooCommerce connection Adding a WooCo…
• WooCommerce revenue …k sales components and the impact of discounts and refunds. Choose the store, currency and period in Statistics → Revenue. Compare days and report components to identify the source of the difference in value. Net sales = gross sales − coupon discounts − successful refunds. Total sales = net sales + product taxes + shipping taxes + shipping. All amounts are in the selected currency; the order report alone does not confirm receipt of the money in your company's account. WooCommerce Find the guide for each WooCommerce…
• WooCommerce sales by variation WooCommerce sales by variation Identify the attribute combinations that sell and check their stock. Choose the period in Statistics → Variations and compare the code, quantity, net sales and number of orders for each variation. Check the size, color or other attributes before restocking. The variation's current stock must be checked separately from the parent product. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce con…
• WooCommerce stock overview WooCommerce stock overview Identify products and variations whose quantities need checking. In Statistics → Stock, select the store and find the product or variation code. Compare the quantity and stock status to prepare for restocking. This report shows current stock and is not limited to the statistics period. To adjust a quantity, continue to the Stock page and check the product, variation and reason for the change. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalo…

Seller Central · eMAG

• eMAG connection …r just by name or SKU. Repeat verification of the already saved connection, without initiating commercial operations. The status and time of the last check are updated. Stop synchronizations and delete the saved API password, preserving operational and tax history. The connection becomes disconnected and can only be deleted through a separate action. Remove a connection that has already been disconnected. The connection is lost; if there are linked tax records, Fluxe blocks the deletion and keeps the necessary data…
• Importing eMAG products …ock Sending a product to eMAG You want to use a product synchronised from eMAG in Billing. Check the code and product, choose import and complete the category, business location and stock location. Confirm import after comparison; appearing in eMAG Products alone does not mean the item is already in Catalog. The product seems to have been imported twice. What should I check? Compare the code, product identity and Catalog link before another import. Check whether the records belong to different accounts or packaging…
• eMAG waybills …s Prepare and track shipping documents for eMAG orders. For an eligible order that you fulfil, choose a courier available for that order and check the shipment details. The courier, address, locker received in the order, cash on delivery, insurance, weight, parcels, and options are sent only once after confirmation. Refresh the AWB to check its number, courier and latest status reported by eMAG. Fluxe retains the confirmed result and offers A4/A5/A6 PDF or ZPL downloads only for shipping labels with an eMAG identif…
• Activating a eMAG store … subscription status and module payment result. Do not repeat payment when the result is unclear. In Support, specify the store and operation time without card details. The module is active, but I cannot see store data. What should I check? Compare the selected module and store, connection and latest synchronisation. Activating access does not itself load every order and product. For a missing operation, check store features before another payment or connection.
• eMAG orders …ntinue the invoice and AWB for the exact order. The order appears new in Fluxe but shipped in eMAG. What should I do? Check the latest synchronisation time and update the data. Compare the exact order and existing shipping documents before preparing another AWB. Check delivery and payment statuses separately. 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 befo…
• eMAG products eMAG products Identify products and check the information imported from the eMAG account. Find the product by name or code and check its identity, status and last update. Compare products only within the selected account and marketplace. Open the product title for its record. Compare documented physical stock, reserved quantity, local availability and the last quantity read from eMAG. An unknown value does not mean zero. From here, continue to the calculator with the product and known values already selected. Use e…
• eMAG price schedules …ial analysis and desired price. Enter the scheduled time or interval and check the time zone and price limits. Check the schedule in simulation first. Open the details to see run results, and use pause or cancellation when commercial conditions have changed. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store befo…
• eMAG returns …, but the product has not arrived. Should I add it to stock? Check physical receipt, quantity and condition. A request does not prove the product was received. Update stock and documents through the appropriate workflows only after supporting the transaction. 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 …
• eMAG service invoices …an I generate another? Check the order’s linked document, issuer, number, total and status. Open the existing invoice before generating anything. For incorrect details, follow the invoice correction workflow; do not create a duplicate for the same sale.
• eMAG customer invoices …eck the document. Recording does not issue a new invoice or resubmit the document through SPV. Keep the original eMAG document as supporting evidence; retrieved details do not replace the original. If the record needs checking, compare the issuer, number, line items and totals with the original document. Do not issue another invoice for the same transaction just to see it in Fluxe. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG …
• Invoicing eMAG orders in Fluxe Invoicing eMAG orders in Fluxe Prepare invoices for eMAG orders and track issued documents. Choose the account and order, check the buyer details and products, then prepare the appropriate document. Compare the total and existing documents before issuing it. Track issuance in Fluxe, acceptance in SPV and invoice availability in eMAG separately. An invoice already present in eMAG is linked using its original number; do not reissue it. Check the correction document needed for a return separately. eMAG Find the guide …
• eMAG messages and complaints … yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. You need to clarify delivery of a customer order. Identify the correct order and conversation and continue through the named eMAG channel. Record the response and resolution for the order; viewing it in Fluxe alone does not send a message to the buyer. Where do I respond to a customer’s eMAG complaint? Open the conversation or complaint in your eMAG account to send the actual response using available option…
• eMAG product costs … store, currency and sale date, then check period coverage again. Prepare the CSV, XLS or XLSX file according to the columns displayed in Product costs (COGS). Identify the product by EAN, or offer identifier if EAN is missing; check the connection currency and effective date. If the date is missing, the import date is used. Enter cost excluding VAT with a decimal point, no thousands separator and up to four decimal places, for example 1234.56. In Excel, keep the EAN as text to preserve leading zeros. After import,…
• eMAG VAT rates … markets. Which should I choose? Check the account’s market, product nature and tax regime applicable to the transaction. Use the documented classification and update the list if needed. Do not automatically copy a rate from another market. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before deleting; a similar name does not prov…
• eMAG localities …. Compare the locality and county with the recipient's address before preparing transport. If you cannot find the locality, check the account's marketplace and update the list. Do not replace the buyer's locality with a similar one just to continue. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrie…
• eMAG logistics addresses …sses. Compare the pickup or return address with the location where the parcel is actually prepared. To correct account addresses, check the details in eMAG and update the list in Fluxe before using the address on a new shipping label. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending…
• eMAG courier accounts eMAG courier accounts Identify the appropriate courier for shipping an eMAG order. Select the account and review the synced couriers. Check the service and courier account before preparing the shipping label. Confirm that the selection matches the order and delivery conditions. If the information has changed in eMAG, sync before issuing the shipping document. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have …
• eMAG parcel presets … I do? Check the AWB and actual courier status before editing or shipping again. Compare the recipient, handover point, weight and parcel count. Correcting saved details does not prove an issued AWB changed; clarify the shipping document.
• eMAG reports … for the selected period. Choose the account, currency and period. Compare the metrics with the orders and returns behind them and check when the data was last updated. Estimated operating profit = estimated operating revenue − cost of goods sold − expenses for the period, in the same currency. Fill in missing costs before using the result; the estimate is not your company's final accounting profit. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. St…
• eMAG profit calculator …duct record, check the prefilled values and stock source. Complete costs and other missing values; the calculator retains the selected product when you correct details or recalculate. Compare the baseline calculation with a stress scenario when assessing discounts, returns or higher costs. Confirm the required costs and conditions, then choose Calculate profitability. Operating profit = revenue excluding output VAT − all economic costs. Margin (%) = operating profit ÷ revenue × 100. Inventory ROI (%) = operating pr…
• Analyzing products from eMAG links …l. Which should I use? Check the observation time and conditions, including quantity and tax. Correct the proposal using the current source and confirm checked details for calculation. Keep the source and do not treat an expired offer as a current cost. Two offers have the same product name. Can I directly compare prices? Compare the product identifier, packaging, minimum quantity, currency, taxes and shipping cost. Per-pack and per-piece prices cannot be compared directly. Confirm the product and supplier terms be…
• Suppliers and offers for eMAG Suppliers and offers for eMAG Keep the supplier offers and terms you compare when purchasing. Add the supplier with the information source and check the details before marking the supplier as confirmed. Open the supplier to see the available offers and versions. Compare offers for the same product at the quantity you can actually order, including the minimum quantity and packaging. Confirm the supplier's identity and offer terms separately. eMAG Find the guide for the eMAG page you are working on: orders, products,…
• Checking eMAG product listings Checking eMAG product listings Identify product information that needs to be completed. Select the product and run the listing analysis. Review the title and missing information, then check the suggestions against the product's actual attributes. The score reflects the assessment in Fluxe and does not guarantee ranking or sales on eMAG. Applying and publishing a change requires a separate product review. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysi…
• eMAG syncs eMAG syncs Update store data and track the result of each import. Choose the account and information you want to update, such as orders, products or returns. Start the sync and track its status and completion time. Read the message for an unsuccessful operation and correct the indicated condition before retrying. If an eMAG submission has an unclear outcome, first check what was applied in your eMAG account to avoid duplication. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, del…
• eMAG notifications eMAG notifications Find store changes that need review. Review account notifications and identify the product, order or connection they concern. Open the relevant page to check the current information. For a connection alert, check the status in Connections and then the last sync. Confirm resolution using the store's updated data. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet.…
• eMAG dashboard …t the account and review the summary of orders, products and syncs. Open the operation's page to check the information and take the next action. Check the last update before using the values to make a sales or purchasing decision. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending dat…
• eMAG billing settings …an I generate another? Check the order’s linked document, issuer, number, total and status. Open the existing invoice before generating anything. For incorrect details, follow the invoice correction workflow; do not create a duplicate for the same sale.
• Checking an eMAG rate … 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 connection…
• Generating an eMAG shipping label … do? Check the AWB and actual courier status before editing or shipping again. Compare the recipient, handover point, weight and parcel count. Correcting saved details does not prove an issued AWB changed; clarify the shipping document.
• Checking eMAG actual profit Checking eMAG actual profit Identify differences between the estimate and the period's result. In Estimated vs actual profit, open the comparison and check the period, units sold and data coverage. Review cost sources and unresolved orders before interpreting the difference. Profit variance = actual profit − estimated profit for the quantity sold, in the same currency. The difference alone does not establish the cause; compare prices, quantities, returns and confirmed costs. eMAG Find the guide for the eMAG page yo…
• Checking information from eMAG product links …l. Which should I use? Check the observation time and conditions, including quantity and tax. Correct the proposal using the current source and confirm checked details for calculation. Keep the source and do not treat an expired offer as a current cost. Two offers have the same product name. Can I directly compare prices? Compare the product identifier, packaging, minimum quantity, currency, taxes and shipping cost. Per-pack and per-piece prices cannot be compared directly. Confirm the product and supplier terms be…

Declarations and reporting

• Preparing and submitting returns to ANAF …s and payments journal, Inventory register and tax records. In both cases: calculations, previous returns, submission receipts and payment evidence. Select the business and period in Accounting. In Tax profile, compare the tax ID, accounting regime, corporate or microenterprise income tax, VAT and start dates with ANAF documents. Saving a change in Fluxe does not change registered tax obligations at ANAF. Tax profile and registered obligations Upload supporting documents. For each invoice, check the issuer, recipie…
• Declaration D100 …fication and complete Accounting account, Tax treatment, Justification and Legal basis. Separately check non-deductible expenses and non-taxable income against business documents. Tax calculation In Documented tax adjustments, use Add adjustment and complete Type, Amount, Explanation and supporting document, Legal basis. Do not add an amount already treated through account classification again. For corporate income tax: taxable result = income − expenses − non-taxable income − tax deductions + non-deductible expens…
• Declaration D101 …alendar year 2026, check D101 with an ANAF version that includes the due date of 25 June 2027. Do not change the legal due date merely to remove a validation error. Identify any non-calendar tax year, tax group, minimum turnover tax, loss, credit or tax relief. Use the totals after explaining any differences and checking that the company falls within the standard case described above. Download D101 software for the relevant tax year and check the last update date on the ANAF page. Import or enter the data, run the …
• Declaration D112 …, use Choose month and calculate, then Open. Compare days, gross salary, CAS, CASS, tax, net salary and CAM with documents. Confirm only checked payroll; first identify special cases requiring treatment in ANAF software. Payroll statements In D112, Confirmations, choose the same Year and Month. Complete Main CAEN, Health insurance fund and Declarant first name/last name/role. Compare Obligations with confirmed or closed payroll and check every employee. Open this return’s form Use Check and archive D112 after compl…
• Declaration D205 …ments and obligations reported through D100. Previous D205, its submission receipt and the list of recipients to correct if filing an amended return. Check the business regime and income year. Prepare a separate recipient list by category; for dividends, separately check allocation, payment and rules for distributed but unpaid dividends. Tax profile and registered obligations Compare contracts and payments with validated documents and tax accounting records. Do not treat business receipts as individual recipients’ …
• D300 VAT return …, rate valid for the operation, exchange rate and deduction rights. Do not automatically apply the current rate to a credit note or historical operation. For a business not VAT-registered, do not delete VAT extracted from the supplier. You found an omission after filing Do not file D300 as an ordinary amended return. Establish whether it is an adjustment or clerical error. For an eligible operation, use Subsequent adjustments in the correct period with grounds and documentation; for other cases, apply the official …
• Special VAT expense report D301 …last preceding working day applies. Accordingly, the deadline was 19 December in 2025 and is 21 December in 2026, under Article 155(2) of the Tax Procedure Code. Identify the transaction, the person liable for payment, the D301 section and the tax-point period. Check the document, currency, exchange rate, base in lei, rate and VAT due. Attach the basis and supporting evidence for each item, then reconcile the total with the accounts. Download the smart D301 form valid for the operation and check the last update dat…
• Recapitulative Declaration D390 VIES …5. File monthly by the 25th, inclusive, of the month following the tax point, only for months with reportable operations, even if D300 is quarterly. Separately identify supplies and acquisitions of goods, and supplies and acquisitions of services. Check VAT code validity and operation documents; a VIES result alone does not justify every exemption. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, g…
• D394 information return …t, rate valid for the operation, exchange rate and deduction rights. Do not automatically apply the current rate to a credit note or historical operation. For a business not VAT-registered, do not delete VAT extracted from the supplier. You found an omission after filing For an error in a submitted return, file a new, correctly completed D394 for the same period; it replaces the original. A late-received invoice is reported according to the receipt-period rule and does not automatically trigger amendment of the inv…
• Special VAT return D398 — OSS and IOSS …egime, also file a return with no operations as required by OSS instructions. Do not include intra-Community B2B sales simply because the partner is in the EU. Identify the member state of consumption and applicable scheme before calculating. Confirmation of registration in the special regime and its effective date. Orders, invoices, returns and documents for transport or delivery to consumers. Evidence of the state of consumption, its applicable rate and separate records of eligible operations. The applicable ECB …
• D406 information return — SAF-T …pecified by OPANAF 1783/2021; do not assume every PFA or Fluxe user has the obligation. Periodic reporting is monthly or quarterly according to the VAT period; businesses not VAT-registered and those with half-yearly/yearly VAT periods report quarterly. The deadline is the last day of the following month. The Assets component is reported annually by the financial statement deadline, and Stock on ANAF request within the specified deadline, at least 30 calendar days from the request. The confirmed tax and accounting …
• Declaration D700 …ng historical periods. Tax profile and registered obligations Check the event in source documents. For an intra-Community goods acquisition taxable in Romania, identify the tax-point month and determine the VAT period under Article 322(7), not the month when you noticed the invoice. Foreign currency purchases D390 In D700, prepare the supporting file with change type, effective date, reason and evidence. Check the event’s exact deadline. The supporting file is not the filing form. Open this return’s form Complete t…
• D710 corrective return …ing entry and permitted correction, trial balance and tax register. Previous D710 returns, receipts and relevant ANAF documents for the same obligation/period. Identify the original D100 and period. Compare the historical version with the submitted file 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 Tria…
• D212 single tax return …nciliation; they do not automatically represent the final sections. Compare ANAF's prefilled data with the individual's records and add any missing information. Identify the person, year, each source and category, and the supporting documents. Compare the statement with the information prefilled in the ANAF web form. Determine the tax, CAS, CASS and current-year options separately using the applicable instructions. Complete a section for each income category and source. Open the D212 web form or official software a…
• Intrastat Statistical Declaration …ort costs, INS notification and previous declarations. Determine the obligation for each flow and starting month from annual cumulative goods values. Check the business profile and INS notification; one flow’s threshold cannot be offset against the other. Tax profile and registered obligations Check invoices in Foreign currency purchases and Foreign currency sales, but compare the period with physical goods movement. Separate services, returns, transfers and processing according to INS instructions. Foreign currenc…