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- Billing …ine → 2. With active logo, the replacement text disappears and only the image remains → 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…
- Documents …→ 3. For external signing, you receive the link and PIN, without a new upload. The flow of an administrative document from the new form to the A4 preview and PDF issuance. Complete the form, save the draft and review the document before issuing it. Decisions Page with model selection and pre-filled series from the account for the numbering decision Choose the decision template, enter only what is useful and, for numbering, use the company's series as a starting point. You can change the values and include only chec…
- Accounting …ng their accounting effect. Stock inventory count In “Stock inventory count”, check the documents and stock movement before confirming their accounting effect. Issuance of inventory items for use In “Putting low-value assets into use”, check the documents and stock movement before confirming their accounting effect. Production: consumption and finished goods In “Production: consumption and finished goods”, check the documents and stock movement before confirming their accounting effect. Orders In “Orders: line item…
- Customers …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 the period statement. Import contacts and export the required list Use the Excel template and choose origin and period for exported data. You have two companies with similar names: Atelier U2 SRL and Atelier U2 Design SRL. Search using the tax identifier on the document, check the registered office and contact, and open the exact record. U…
- AI Assistant …how Conversational search in company documents Monthly statements with charts and bank coverage Customers with unpaid balances and payments due Guided document issuance, reminders and support Local processing before Fluxe AI routing AI Assistant Find company information, prepare documents and organise tasks through conversation. Review the proposal and confirm before an operation changes data. Make the request and review the proposal Requests and confirmations in AI Assistant Turn everyday requests into documents, …
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Accounting
- Organize your company's dashboard …r Bill of materials report. Top invoiced products shows the top five products or services by invoiced value excluding VAT in RON; Other combines remaining line items with positive values. Select a slice or legend name to see the full amount. More opens the Billing report for the same period, with the complete list, quantities, credit note corrections and export. Each currency has its own chart in the report; currencies are not added together. Product value = sum of (line-item quantity × recorded unit price excludin…
- Validating documents before accounting recognition …lected accounting period. Choose Moderate and compare the extracted data with the original: issuer, recipient, tax identification, number, date, currency, line items, taxable amount, VAT, and total. For an intra-Community invoice, the VIES number stored in the account is recognized separately from the national tax ID and is confirmed during moderation when it appears on the document. Correct incorrectly recognized fields and wait for the save confirmation. Check the expense or income's nature, period and supporting…
- Accounting analyses …yses Identify documents requiring review and compare bank transaction coverage for the company's interval. Documents to review Choose the period, then open the items in Documents to review. Compare the original with the recorded information, fill in any missing date or value and confirm the document only after checking it. Viewing the analysis does not approve documents or post journal entries. Control by periods Compare the document count, transactions read from statements and allocated amounts. Unreconciled amoun…
- Accounting reports Accounting reports Choose the report answering your question and compare the same periods and data sources. Choosing the report Inventory management tracks inventory; Invoicing tracks issued tax documents; Accounting records tracks posted entries. Tax compliance, Payroll and human resources, and Tax advice and optimisation have their own confirmed sources. Choose the report according to the amount you want to explain, rather than similarities between titles. Comparisons between periods Check the interval and groupi…
- Importing and exporting accounting data …ur CSV or XLSX file. Check the company you are working in before uploading. In the preview, match unrecognized columns and complete required fields. Review the items, then confirm applying them; uploading the file alone does not change the catalog. Prepare the period's data for SAGA Choose the period and Export for SAGA. Check the datasets for the company's accounting regime: SAGA C for double-entry or SAGA P.S. for single-entry accounting. Orders is available only for double-entry accounting. Check documents and t…
- Accounting onboarding and takeover …ng document rules 10 September 2026 The latest trial balance and subsidiary account ledgers for double-entry bookkeeping. The receipts and payments journal and inventory register for single-entry bookkeeping. Customer, supplier, bank, cash, stock and fixed asset statements at the takeover date. The latest filed returns and accepted filing receipts. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Choose t…
- Accounting items Accounting items Record adjustments supported by documents and review drafts before posting. Reviewing a manual entry In Add journal entry, complete the date, description and lines using the supporting document. The required relationship is: total debits = sum of debit lines = sum of credit lines = total credits. Saving keeps the entry as a draft until confirmation and posting. A posted entry is not overwritten: use reversal, with an open period, correction date, reason and review of the reversing entry. Accounting…
- Fixed assets …for Edit permission; the data remains unchanged until the request is accepted. Planned depreciation and asset disposal In Derecognition, check the asset by its inventory number and name. Review its status, planned depreciation and journal entry lines before preparing derecognition. The formulas are: planned remaining value = recorded value − planned depreciation to date; planned progress = planned depreciation to date ÷ recorded value × 100. For an eligible asset, check the details in Prepare derecognition before c…
- Month-end closing before returns …electing the period keeps the same month for closing, foreign currency revaluation and VAT where applicable. For a document or entry blocker, Resolve opens the items causing it. Correct the source; where available, Generate draft and Post entry are separate actions, each with its own check and confirmation. Use Back to month-end close for the same period and rerun the check. VAT, foreign currency and tax checks concerning the period total open the corresponding records. Finalize the month's documents and allocation…
- Outgoing in RON: checking the period's documents …r, issued number, date, value and document status with the original. Open the document to review its lines, not just the total. If a document is missing, check issuance, date, currency and corrections. A draft must not be treated as a finalized invoice. Document validation In double-entry bookkeeping, check the source entry and its posting. Before VAT returns, also check tax treatment, tax points and relevant journals. Draft sources surse Purchase journal Sales journal The period total differs from the documents. C…
- Outgoing in foreign currency: checking the period's documents …te, currency, exchange rate and equivalent in lei with the original. Open the document to review its lines, not just the total. If a document is missing, check issuance, date, currency and corrections. A draft must not be treated as a finalized invoice. Document validation In double-entry bookkeeping, check the source entry and its posting. Before VAT returns, also check tax treatment, tax points and relevant journals. Draft sources surse Purchase journal Sales journal The period total differs from the documents. C…
- e-Invoices: checking the period's documents …-Factura status, separate from accounting control with the original. Open the document to review its lines, not just the total. If a document is missing, check issuance, date, currency and corrections. A draft must not be treated as a finalized invoice. Document validation In double-entry bookkeeping, check the source entry and its posting. Before VAT returns, also check tax treatment, tax points and relevant journals. Draft sources surse Purchase journal Sales journal The period total differs from the documents. C…
- Transfers between warehouses …nter an unsupported adjustment merely to obtain the expected quantity. The movement has a supporting document and can be tracked in stock and accounting. Stock inventory count Warehouses: add and edit from the form Item ledgers: checking and explaining amounts Stock situation Move 10 items from Warehouse to Store. In the transfer, check the item, quantity, source and destination, then confirm the movement. Warehouse decreases by 10 and Store increases by 10; the company’s total quantity does not increase, and the t…
- Disassemblies Disassemblies In “Disassemblies”, check the documents and stock movement before confirming their accounting effect. Preserving inventory value Weighted average cost (CMP) = value balance before the operation ÷ quantity balance before the operation, rounded to the ban. Value issued = quantity issued × Weighted average cost; when the entire balance is issued, the exact value balance is used. Output value = sum of the values of each receipt. Confirmation requires Output value = Value issued. Allocate the value among t…
- Stock reduction adjustments …nt and the date of the last movement. The adjustment cannot create value without quantity or produce a negative balance; for a physical difference, continue in Inventory verification. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare value difference computation and the document approving correction. The item record and stock position in the relevant warehouse. Check the active company, period and editin…
- Stock inventory count Stock inventory count In “Stock inventory count”, check the documents and stock movement before confirming their accounting effect. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare authorization, inventory lists, count results and approved report. The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only ste…
- Issuance of inventory items for use Issuance of inventory items for use In “Putting low-value assets into use”, check the documents and stock movement before confirming their accounting effect. Location and person using the asset In Movement history, search for the item, document, location or reason and check operations already confirmed. Add movement records commissioning, transfer, return to the warehouse or disposal. Compare the date, destination and custodian with the supporting document before confirming. Correcting a confirmed movement Edit add…
- Orders Orders In “Orders: line items, delivery and invoicing”, prepare the data from actual documents and check the result in the associated records. Order quantities and values Line value = Quantity × Unit price. Line total = Line value + Line VAT. VAT applies only according to the transaction and the company's regime; VAT is zero on documents issued by a company that is not VAT-registered. Uninvoiced quantity = maximum(Ordered quantity − Invoiced quantity, 0). Compare what was ordered, delivered and invoiced separately.…
- Contracts …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 cover only one instalment. Also check invoices already generated before repeating; keep quantities remaining to deliver or invoice separate. The transaction can be traced to its document and result in the related records. Orders Generating invoices from contractual instalments Orders Overview:…
- Generating invoices from contractual instalments …tries before repeating generation or confirmation. An invoice exists, but the order is incomplete. What should I check? Compare ordered, delivered and invoiced items and quantities and their linked documents. An invoice may cover only one instalment. Also check invoices already generated before repeating; keep quantities remaining to deliver or invoice separate. The transaction can be traced to its document and result in the related records. Orders Contracts Orders Overview: checking and explaining amounts For the …
- Corporate Income Tax Record Register …acked. Tax calculation Open ‘OMF 808 register’ for the same company and period. Check every explanation and amount against the confirmed computation. Trace line items to accounts and adjustment documents. Explain differences before using the register to reconcile D100 or D101. Download the ledger in the available format and retain it with computations and supporting documents. Recreating a working version does not replace historical documents. The register does not contain the expected computation. Check the period…
- Balance sheet: checking financial statements … records and the double-entry option 10 September 2026 The final and comparative-period trial balances, account ledgers and opening balance reconciliation. The inventory file: authorization, lists, balance confirmations, minutes and approval of how differences are treated. Customer and supplier statements, verified bank statements and cash, stock, assets, depreciation, loans, provisions and applicable adjustments. Closing entries and documents, tax computation and liability reconciliation. Previous financial statem…
- Items: controlled addition and editing …d accounting regime. Open Records → Items for the active company and search for the item before creating a new one. Check the code, name, unit of measure, type, inventory location and price against the documents. For a new item, use “Add item”. For an existing one, select the row and choose “Edit row details” in its details and options window. Complete the pop-up form only with values supported by documents. Check all fields in the form and save. If you cancel before saving, the existing catalog values remain uncha…
- Item and service types: add and edit from the form …viewed entry was saved without rewriting historical documents. “Accounting consultancy” is a service, while “Archive box” is goods. Check the type before using items in documents and stock movements. The selected type supports the transaction workflow and does not replace the document’s accounting treatment.
- Item groups: add and edit from the form …egal form and accounting regime. Open “Item groups” for the active company and search for the existing record before adding a new entry. Compare code, name and items in the group with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then correct only information you can justify in the form. Calculated values and historical links remain available for checking only. Use the same classification when comparing periods. Commercial grouping alone does no…
- Warehouses: add and edit from the form …ame or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. Transfers between warehouses Stock inventory count Item ledgers: checking and explaining amounts Stock situation The company keeps goods in Warehouse and Store. Create or check the stock locations separately and choose the actual one when receiving or transferring goods. Renaming does not merge two locations with similar names; check each balance separately.
- Branches …a new entry or correct an existing one in a pop-up form separate from the table. Branches used in documents Check associations before removal. A branch used by inventory locations or historical cash receipts is deactivated, while documents and historical links are retained. Restore reactivates the same item without creating a duplicate branch. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare organizatio…
- VAT rates: add and edit from the form … rename or remove a used record merely to hide a duplicate. The reviewed entry was saved without rewriting historical documents. The VAT-registered company has items with different treatments. Check the applicable rate and period before use, based on documents and the transaction classification. The Catalog rate does not change the company’s tax status or by itself prove a purchase’s deductibility.
- Trial balance … against another partner may preserve equal totals while distorting balances. Report amounts are explained and can support accounting and tax checks. Accounting items Account sheet the big book Journal Register A customer’s account has a RON 1,000 opening balance, RON 500 in new invoices and RON 300 in receipts. The supported balance is RON 1,200. Compare the subaccount and trial balance totals; equal debits and credits do not prove the correct partner was chosen.
- Account sheet … against another partner may preserve equal totals while distorting balances. Report amounts are explained and can support accounting and tax checks. Accounting items Trial balance the big book Journal Register The customer’s balance rises from RON 1,000 to RON 1,200. In the account ledger, follow the RON 500 invoice and RON 300 receipt, with their dates and documents. Identify the first unsupported movement before correcting the balance.
- the big book … against another partner may preserve equal totals while distorting balances. Report amounts are explained and can support accounting and tax checks. Accounting items Trial balance Account sheet Journal Register You want to explain an account’s turnover compared with the previous month. Choose the period and compare corresponding accounts and entries with the trial balance. Higher turnover may result from a correction or reclassification; follow the documents as well as the total difference.
- Journal Register …against another partner may preserve equal totals while distorting balances. Report amounts are explained and can support accounting and tax checks. Accounting items Trial balance Account sheet the big book The RON 500 invoice has a posted entry, while another entry remains a draft. In the register, check the chronology and final entries, and review the draft separately. An operation in progress must not be treated as a final record.
- Inventory register: tracking stock movements: checking and explaining amounts Inventory register: tracking stock movements: checking and explaining amounts In “Inventory register: tracking stock movements”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare stock receipt, issue, transfer and adjustment documents. Check the active company, period and editing permission before any confirmation. Follow only st…
- Procurement Overview: checking and explaining amounts …sfer documents. Moving stock between locations may keep the company total while changing each local balance. Check the document and physical location before an inventory correction. Report amounts are explained and can support accounting and tax checks. You order 20 units and receive 15. Check the quantity received on the goods receipt document, supplier and price, and track the 5-unit difference. The order value does not prove the value of goods actually received.
- Sales Overview: checking and explaining amounts …sfer documents. Moving stock between locations may keep the company total while changing each local balance. Check the document and physical location before an inventory correction. Report amounts are explained and can support accounting and tax checks. You sell 10 units and correct the sale with a 2-unit return. Compare the documents and signs: the net quantity in this example is 8 units. Check invoicing and receipts separately, for the same period and currency.
- Consumptions Overview: checking and explaining amounts …sfer documents. Moving stock between locations may keep the company total while changing each local balance. Check the document and physical location before an inventory correction. Report amounts are explained and can support accounting and tax checks. Consumption vouchers Production: consumption and finished goods Production Overview: checking and explaining amounts The work consumes 4 units from Warehouse. In the statement, check the consumption note, item, stock location and destination, and compare the value w…
- Item ledgers: checking and explaining amounts …sfer documents. Moving stock between locations may keep the company total while changing each local balance. Check the document and physical location before an inventory correction. Report amounts are explained and can support accounting and tax checks. Transfers between warehouses Stock inventory count Warehouses: add and edit from the form Stock situation For item CONS-01, follow 5 incoming units and 3 outgoing units after the 10-unit opening balance. The supported closing balance should be 12 units. If it shows …
- Low-value asset status: checking and explaining amounts …sfer documents. Moving stock between locations may keep the company total while changing each local balance. Check the document and physical location before an inventory correction. Report amounts are explained and can support accounting and tax checks. Two chairs were handed to Ion Popescu, and one was later transferred to another office. Check the person, location and transfer document for each item. Issuing stock for use does not end the usage records.
- Production Overview: checking and explaining amounts …sfer documents. Moving stock between locations may keep the company total while changing each local balance. Check the document and physical location before an inventory correction. Report amounts are explained and can support accounting and tax checks. Consumption vouchers Production: consumption and finished goods Consumptions Overview: checking and explaining amounts The production order delivers 10 finished units with a RON 600 allocated cost. Check consumption and the RON 60/unit cost, and compare delivery wit…
- SGR Packaging Overview: checking and explaining amounts …sfer documents. Moving stock between locations may keep the company total while changing each local balance. Check the document and physical location before an inventory correction. Report amounts are explained and can support accounting and tax checks. You have documents for 10 deposit-bearing containers and for returning 4. Compare the direction, quantity and deposit stated in the documents, and track the difference for the remaining 6 containers. The report’s records do not prove a submission was sent to RetuRO.
- Management report Management report In “Management report”, trace totals back to their documents and correct differences at the source. Inventory location balance Opening balance = Closing balance − Receipts + Issues. Balance after item = Previous balance + Receipt − Issue. Closing balance = Opening balance + Receipts − Issues. For an opening balance of RON 10,000, receipts of RON 4,000 and issues of RON 3,000, the closing balance is RON 11,000. Check the document for each movement and the selected inventory location; a transfer has…
- Orders Overview: checking and explaining amounts …sfer documents. Moving stock between locations may keep the company total while changing each local balance. Check the document and physical location before an inventory correction. Report amounts are explained and can support accounting and tax checks. Orders Contracts Generating invoices from contractual instalments The order is for 20 units, with 8 delivered and an invoice linked to that delivery. Check the 12 units remaining to deliver and the uninvoiced portion by item. Do not close the order merely because th…
- Stock situation … totals back to their documents and correct differences at the source. Link to the accounting entry In Add mapping, choose the item or category, starting date, inventory account, issue and inventory difference accounts, and goods receipt policy. Confirmation creates a new version and does not automatically post an entry. Item mapping takes precedence over category mapping. Then check Movements and drafts; Project draft prepares the entry, which must be reviewed and posted separately. Accounting Law No. 82/1991 — su…
- Accounting Home …he page and does not grant additional data rights. Removing a shortcut from Favourites does not delete the page or company data. Coverage = Number of fully covered items ÷ Total number of tracked items × 100, rounded to a whole percentage. Statement payments and expense report lines in the indicated period are tracked. A bank payment is covered when confirmed allocations cover its full amount; an expense report line is covered when a supporting document is linked. If there are no tracked items, a state with no paym…
- Accounting period review …ired interval in Review by period. Check the period title and the values in Period review: selected documents, supporting documents, statement transactions and items requiring review. Warnings and supporting documents Resolve warnings first, then find the document in the table and open the original. Confirm details only after comparing them with the supporting document. A document's status does not replace a posted journal entry or a return's filing receipt. Unreconciled amount = maximum(0, transaction amount − con…
- The accountant's page …al, then compare Quick check with To do now. Open the indicated task and resolve the document or record at its source. Return to this page to check whether any items still need clarification. Period status Compare bank and cash inflows and outflows with supporting documents and substantiated balances. Uncovered differences require checking associations; drafts and unresolved differences must be addressed before the accounting close. For example, an approved invoice and a draft entry do not have the same effect on t…
- Reports — Inventory management Reports — Inventory management Compare inventory and value movements recorded by period and inventory location. Inventory and value movements Closing inventory = opening inventory + receipts by value − issues by value. Adjustments are included according to their sign. For a quarter or year, movements are added together, but monthly balances are not summed. Transfers appear as receipts and issues and offset each other at company level. Issues also include consumption or adjustments, so they do not represent sales al…
- Profit centers — Result per center …the indicators for the selected centre type. Checking the allocation If income of RON 2,000 is split into RON 1,200 and RON 800 across two centres, compare both items with the confirmed allocation. Do not add the total income again on top of the centre amounts. For a difference, check the interval, centre and current allocation. Correct the allocation through a substantiated version, then return to the result. Open allocations Open allocations distributii The centres' total differs from the known amount. Check inte…
- Expense reimbursement requests …anager's and accountant's approvals for the request's current version. The request and original evidence In Add expense claim, complete the holder, purpose and items. Use Upload evidence for original documents. Automated extraction does not change the form; compare the details, including Extracted currency, before using Use extracted data. Review the complete request and confirm submission. The request retains the extraction version used at submission; later re-extraction does not change the evidence for the versio…
- Currency revaluation …an older rate does not automatically replace it. Check warnings before generation. Updating the archive does not recalculate or modify posted entries. Monetary items and historical balance The balance includes posted entries and reversals recorded up to the end of the selected month; a later reversal does not remove the historical balance. For 401 and 404, check the received invoice for each item: separate invoices have separate balances and exchange differences, even for the same supplier. If an amount cannot be a…
Archive
- Check and download selected files …ard-to-read details. Open the menu by right-clicking on a computer or long-pressing on a phone. Download saves a device copy. For multiple files, select needed items. If using Select all, check location, filter and selected count before continuing. Download the selection and check received files before sending them. Originals remain in the company's workspace. You obtained needed copies after checking content without altering originals through download. The format cannot be previewed. Open separately or download an…
- Recover files from trash or permanently remove them …ically. Permanently delete cannot be undone. Check the document source and keep needed copies separately. Some documents have deletion protections according to issuance, SPV, signing or use in 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…
Billing
- Invoice creation … company is VAT-registered. Complete Notes if information must appear on the invoice, then use Preview and issue. The invoice remains a draft until you confirm issuance from preview. Compare customer details, line items and total; return to editing before issuance if needed. After checking, use Issue document in the preview. The invoice receives its number from the selected series and can no longer be edited directly. Issuing is separate from sending it to the customer or ANAF. Emiți factura din aplicația de telefo…
- Issued documents …Receipt form and check each allocation. Credit prepares the document linked to the original invoice. Check the invoice, line items and quantities corrected before issuance. If Credit note in progress appears, continue the existing draft to avoid two corrections for the same transaction. Recurrence creates a recurring invoice draft from the selected document. Check series, customer, line items, frequency and next issue date before enabling repeated issuance. Add note or Edit note retains team observations; they do n…
- Product and service catalog Product and service catalog Keep reusable billing items and track their links to connected stores. Open the list of frequently used products and services. The product or service details can be reused in future documents. Check photos, the full description, price, stock, warehouse and transport details without opening the edit form. In Catalog, choose Preview from the row menu. If several photos are available, select the thumbnail you want. The details show saved information, with marketplace stock listed separately…
- Billing settings and the ANAF connection … code. Document numbering series and numbers In Settings → Numbering series, check the document type, prefix and starting number. The final number is allocated at issuance; a draft does not reserve it. For types offering No series, automatic numbering can be used. Cash receipts retain a mandatory numbering series. In Document series, choose Create a series, enter the document type, series and starting number, then Save series. The card retains the creation date and starting number, shows the next number and issued …
- Billing reports … without incoming cost separately. Whole-report export in XLSX, CSV or PDF includes the period's rows even if search narrowed the table. For a few rows, select visible items and use Copy or Export CSV. Check the selection after changing page or search. Companie U2 SRL analyses a product with sales of RON 2,000 and NIR purchases of RON 1,200 in the same month. Displayed estimated margin is 2,000 − 1,200 = RON 800. Before deciding, check stock and costs absent from those purchases. A RON 1,000 invoice has an issued R…
Calendar
Customers
- Identify the business partner and update contact details …te another record without checking existing origins. I changed the address, but the old invoice shows the previous address. Issued documents retain details from issuance. Check new details in a future draft. To correct an issued document, use its workflow in Billing. Atelier U2 SRL and Atelier U2 Design SRL have similar names. Search the contract's tax identifier, check the registered office and update the phone only in the correct company's record. Elimină un contact fără să pierzi documentele Check a customer's d…
- Check a customer's documents and sales Check a customer's documents and sales Compare documents, receipts and invoiced line items and download the period statement. Business partner activity Sales statistics use issued invoice and credit note line items, separately by currency. Pro forma invoices are excluded from sales. Net sales = invoiced line-item value − credit note line-item value. Net quantity = invoiced quantities − credited quantities. These values do not automatically represent received money; check payments and their allocation separately. Ch…
Documents
- Find information in your account …cess are included. For documents, use a name, number or text fragment. Search checks the title, recognised text in uploaded documents, extracted fields, invoice items and completed template content. An image or PDF without recognised text can be found by its name and saved information, but not by words visible only in the image. For a template to complete, search for the document name or family and select Templates in the category row. Here you can find blank templates and your saved custom templates by their chose…
- Checking extracted documents …not the document’s issue date. Check VAT for each rate Compare each VAT rate with the corresponding row or summary in the original, including 0% rates and exempt items. Check the formula: VAT for a rate = taxable base × VAT rate ÷ 100. The accepted rounding difference for each rate is at most 0.01 in the document currency. Check the totals: Total VAT = sum of VAT amounts for all rates. For documents whose total consists only of the base and VAT, Document total = total base + total VAT. If a VAT rate, base or amount…
- Document validation …nt. On a bank statement, Credit means money coming in and Debit means money going out. A reversal or negative value reverses the direction, while contracts and inventory documents do not confirm a movement of funds. The original appears automatically when you reach the document in the list. For a multi-page PDF, scroll through the preview; pages load as you reach them, so you can continue reviewing without opening each page separately. To read the details, use + and − to zoom in or out and rotate the preview if the…
Instrumente · Document templates
Seller Central · WooCommerce
- WooCommerce orders …er 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 Fluxe. For daily work, choose the orders or products page or the report you ne…
- WooCommerce parcels and returns … from the same order, within the available quantities. Scan the product's SKU or available barcode, or manually confirm the checked quantity. After checking all items, choose Mark ready. Enter the courier, tracking number received and handover date. Use Confirm dispatch after handing over the parcel. If the order's products have changed, check the allocation before dispatch; an undispatched parcel can be canceled and recreated. After dispatch, Publish tracking to store adds the courier and tracking number to the cu…
- WooCommerce warehouses and procurement …tock; issuing reduces both physical stock and the reservation. In Procurement, add the supplier, lead time, minimum quantity and pack multiple. Prepare the order items and Save draft. Mark as manually sent only after you have sent the order to the supplier through your usual channel. At receipt, enter the unique reference, quantities received and, optionally, the supplier document from Fluxe. Confirm received products updates only the operational register. You can receive partially or close the unreceived remainder…
- Creating WooCommerce products …s 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 image for a variation. Check the images uploaded to WooCommerce and choose the main image for the produc…
- WooCommerce stock Check quantities and explain adjustments before sending them to the store.
- Editing a WooCommerce order … order Correct order details and check that the changes reach the store. Open the order and choose Edit. Correct the necessary buyer details, addresses or line items, and compare quantities, shipping and the total before saving. Choose Save and send to Woo and wait for the status to return to Synced. If the outcome is unclear, check the order in the store before sending the same changes again. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Star…
Seller Central · eMAG
- eMAG orders …change. If the order has changed in the meantime, review the details again before confirmation. Open the order title for its record and timeline. Check invoice issuance, SPV confirmation, publication on eMAG and the AWB separately. For order documents, continue in Fluxe Billing; for shipping, in AWBs and deliveries. Check payment status and delivery status separately. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if …
- eMAG stock …ating stores in connection settings. Enable the option in the other stores involved too. An identical name or code is not enough to match products. Confirm the inventory location, quantity and initial cost through a goods receipt note (NIR) or inventory count before the first synchronised invoice. Available stock = physical stock − reserved quantities, with a minimum of zero. Automatic reservations include synchronised active eMAG orders fulfilled from own stock and placed after product matching, for quantities not…
- eMAG customer invoices …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 connection if you have not connected your store yet. Then choose the guide for your activity and che…
- Invoicing eMAG orders in Fluxe …count 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 for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with…
- eMAG product costs eMAG product costs Keep the purchase costs used in eMAG sales analysis. In Realised profit, view line items with missing cost and open the order or Product costs. Enter the cost for the relevant product, store, currency and sale date, then check period coverage again. Prepare the CSV, XLS or XLSX file according to the columns displayed in Product costs (COGS). Identify the product by EAN, or offer identifier if EAN is missing; check the connection currency and effective date. If the date is missing, the import date…
- eMAG profit calculator …ditions, then choose Calculate profitability. Operating profit = revenue excluding output VAT − all economic costs. Margin (%) = operating profit ÷ revenue × 100. Inventory ROI (%) = operating profit ÷ acquisition cost of inventory consumed × 100. Total cost ROI (%) = operating profit ÷ all costs × 100. Values are in the scenario currency; a zero denominator makes the metric incalculable. Check non-recoverable VAT and stock recovered from returns separately. The result estimates the stated scenario, without confirm…
- eMAG billing settings eMAG billing settings Set how documents for eMAG orders are prepared. Choose the eMAG account and check the billing rules, document series and issuance conditions. Save only after comparing the settings with how your company invoices its orders. For Fluxe issues, first disable the automatic invoicing service in the eMAG account and confirm this check in Fluxe. Choose the fiscal numbering series and publication options. For eMAG issues, keep issuance in eMAG and synchronise Customer invoices to record documents in F…
- Generating an eMAG shipping label …els and deliveries, choose the order you are preparing to ship. Check the recipient, addresses, courier, parcel count and measurements before confirming. After issuance, track the result and download the document in the format suitable for your printer, PDF or ZPL. If issuance remains unconfirmed, sync the result before trying again. 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 y…
- Checking an eMAG product ranking …d product. Confirm the selected product only when the code, attributes and packaging match; use No candidate matches for an incorrect match. For confirmed line items, choose Open in calculator and check all costs. Complete insufficient data before using ROI to choose a product. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the…
Declarations and reporting
- Preparing and submitting returns to ANAF … have employees. For double-entry bookkeeping: the opening trial balance and period registers. For single-entry bookkeeping: the Receipts and payments journal, Inventory register and tax records. In both cases: calculations, previous returns, submission receipts and payment evidence. Select the 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 …
- Declaration D101 …ccount used to pay the tax; check the payment details separately. Close the year's periods and confirm the tax calculation, including non-deductible and non-taxable items. Reconcile annual tax with entries 691 = 4411 and each D100 for the year. If you have several D100 versions for the same quarter, select the file matching the submitted return and verified acknowledgment under Reconciled D100 version. Recheck the D100 confirmation after changing the selection. The chosen version remains linked to D101 in the archi…
- D406 information return — SAF-T …tance; keep reconciliation with the trial balance and source records. The page prepares monthly or quarterly SAF-T reporting, annual asset reporting and on-request inventory reporting separately. Keep the XML files, errors to resolve and Fluxe check results for each component. In Frequency, choose Monthly, Quarterly, Annual · assets or On request · inventory. Check each component's interval before preparing the file. For periodic reporting, select the D406 file and check the generated XML with DUKIntegrator for the…
- D212 single tax return …form and income records for each source and category. Invoices, receipts, statements and expense documents for activity taxed on actual income; tax records and inventory. Documents for income from other sources or abroad and evidence of tax paid abroad where applicable. The person’s CAS/CASS position, exceptions and options, previous return and submission receipt. Select the person/activity and confirm the accounting and tax regime. Separate actual income taxation from standard income taxation and other categories;…
- Intrastat Statistical Declaration …390 and Intrastat have different totals D390 can include services, while Intrastat tracks goods movements with its own period/value rules. Reconcile comparable items and document supported differences. You found an omission or have no operations in the month Follow the INS procedure to revise the declaration or file one with no operations if the obligation is active. Keep transmission confirmation and do not treat the absence of Fluxe rows as filing. Each flow’s details passed INS validation and you have submission…