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Start and account

• Subscriptions …es on the same subscription, and the difference for the remaining period is automatically invoiced. From Account → Subscription, you can stop the trial early and keep the current plan. If payment requires confirmation, check the status in Subscription before continuing. Use an offer linked to your business If your business has an offer, find it in Subscriptions under Your business offers. The offer is linked to the tax identification number, is valid for one year from being granted and can be used once. Check its e…
• Install Fluxe …all icon in the address bar or the Install option in the browser menu. Confirm installation. Fluxe will then appear in the computer's app list. Open Fluxe Tip: Keep the Fluxe icon on the home screen or taskbar for quick access to the Hub. Related resources Frequently asked questions Practical example When receiving goods, open Fluxe from your phone’s icon and scan the invoice. At your desk, continue checking it in the same account on your computer. Installation gives quick access to the same service; check your sig…

Security and communication

• Privacy and DPA agreement … policy and DPA for your company’s account. Check the document and required version, then confirm only if you are authorised to accept on the company’s behalf. Keep only the information needed to resolve a support ticket. Frequently asked questions and solutions Mi se cere din nou acceptarea documentelor. Ce verific? Open the documents in the acceptance request and read the current version before confirming. Keep the available copy for your company’s records. Change cookie preferences separately in Cookie settings;…
• Frequently asked questions …, series, or number. Open the invoice for preview, download, sending, or checking collection. billing View Invoicing guide intrebare-73291d78cd basics How do I keep notifications that still need attention visible? After resolving a notification, you can dismiss it to keep only messages that still need attention in the list. Clear all dismisses all eligible notifications without changing the documents they refer to. Notifications for operations still active remain until those operations finish. Notification panel wi…

Company activity

• Billing …show Issue documents Series and templates Client authorization in SPV SPV documents and reports Billing You create commercial documents, track collections, and keep all issued versions in a clear record. Prepare and issue documents The nomenclature with sorting by application or marketplace, eMAG and WooCommerce sources, and separate stocks Sorting by Application / marketplace module groups items, and labels and stocks show separately for Fluxe, eMAG, and each connected WooCommerce store. Billing table with filteri…
• Documents …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 checked rows; the document keeps only the included series. Configure keyboard shortcuts Open frequently used features with your own key combinations, without changing your colleagues' settings. Uploading supporting documents Upload invoices, statements and receipts as you receive them, then complete or check the details before confirmation. Automatic reading is available in Professi…
• Calendar …u want to check what happened on a particular day. In Calendar, choose Day and the date: review the documents, then Account activity and sign-ins. Export Excel keeps the selected date’s activity; an invoice appears according to its document date, which may differ from the day you worked on it. I cannot find the invoice I completed today under today’s date. Where should I look? Check the invoice’s issue date and select that day, or use Month view. For when work took place in your account, check Account activity. You…
• Accounting …ks and its chosen external review. Check documents and accounting entries Accounting favorites for Companie U2 SRL: Chart of accounts, Suppliers and Customers. Keep frequently used pages in Favorites so you can return to them directly while you work. The Accounting sidebar with Favorites between Home and Records, the heart icon on desktop and the Add to favorites dialog after a long press on a phone Add a page using the heart icon. On a phone, you can also long-press and choose Add. To remove it, select the trash i…
• Customers …s and potential customers Internal Notes and Commercial Context Links to accounts Flows and billing Commercial statutes and operational follow-up Customers You keep customer, supplier, and individual data, along with their activity history. Organise business partner details and documents The export popup from the Customers application, with period and source application The export allows for the Entire period or an exact interval and can separately extract contacts from Customers, Invoicing, Documents, or eMAG. Ide…
• AI Assistant … again? Read the result and open the named document or page. Find the operation by partner, number and date before repeating it. If the result remains unclear, keep the time and message and request a check through Support to avoid duplication. Conversations and actions Requests and confirmations in AI Assistant

Organization

• Tools …ile înregistrate de mașini, opririle și pauzele, apoi consulți traseul păstrat la cursa finalizată. Find the right tool Reach the required activity quickly and keep frequent tools at the top of the list. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Electronic Signing Pregătește documentul în browser și autorizează semnarea cu certificatul tău, prin Fluxe Sign pentru Windows sau Mac. Tax calculator Estimate tax and contributions for PFA sole …
• Handwritten signature …eck who signed and the audit of each signature → 3. In Active Links, copy the link or PIN 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 generat…
• Archive …election to your device. Recover files from trash or permanently remove them Check deleted documents and choose restoration or permitted permanent removal. You keep this year’s contracts in a folder and accidentally move a file to Trash. Open Archive → Trash, check its name and use Restore. Download the copies you need before permanent deletion; Trash offers temporary recovery and is not your company’s records archive. I cannot find the file after moving or deleting it. Where should I check? Search Archive and chec…
• Notes …ents and quick editing Notes Quickly write down internal ideas and information and link them to relevant documents or files. Write notes and schedule reminders Keep an activity's context in notes Write internal information, link relevant documents and update the note as work progresses. Schedule and snooze note notifications Choose date, time and repeat settings to return to an activity on time. You want to keep the comment “The customer promised to pay on Friday” with Atelier U2 SRL’s invoice. Create a note and li…

Integrations and support

• Seller Central …ct or page it refers to. WooCommerce mobile overview with performance indicators arranged two per row On mobile, Performance cards appear two per row. Each card keeps the name, value, and period comparison visible. Overview of a WooCommerce order with blue action buttons and neutral secondary controls In all WooCommerce pages, the primary action is blue, secondary actions are neutral with a blue accent, deletion remains red, and restoration is green. The Fluxe editor for adding a WooCommerce order with products, pr…
• Customer support … from-rose-500 to-rose-600 admin.apps.show Create tickets Client replies Internal request management Customer support You send requests to the support team and keep all responses and attachments in the same conversation. Send and track a support request The main screen of the Customer Support application The status of requests and the action for a new ticket are immediately visible. Account Documents Selector with search by name or ID and selected documents 1. Enter the name or ID → 2. Choose the document or image …

AI Assistant

• Requests and confirmations in AI Assistant …ys”. To remove a product, write “Remove item 3” or “Delete the screws item”. For several items, specify the item number or product; the invoice must keep at least one item. The subtotal and total are recalculated for remaining items. Check the updated proposal again and use its confirmation; the previous version no longer applies. Confirm business and prepare invoice displays completion directly in chat without issuing or sending. After the essential details, when asked “Would you like to add any other information?…

Accounting

• Organize your company's dashboard Organize your company's dashboard Keep frequently used reports and functions at hand on the home page. In the Android and iOS apps: organize Home Keep the reports you consult frequently on Home. Available widgets depend on the company applications and permissions. On Home, go to the bottom of the page and choose Add widget. Select a report or Applications from the available list; widgets already added are checked. Choose Edit and drag the widget directly to the desired position. To move it step by step, use Move up…
• Validating documents before accounting recognition …o 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 you chose the wrong file. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Invoices and credit notes, till receipts, cash receipts, statements a…
• Bank reconciliation: allocating statement movements …ment covers several invoices, check the allocation to each. If partial, retain the outstanding balance; do not mark the invoice fully paid. In double-entry bookkeeping, use ‘Generate draft journal entry’ after confirming allocation, review the entry and post separately. Then compare the account balance with the statement. Draft notes ciorne Account sheet The invoice already appears paid or the available amount is too low. Check cash receipts, bank receipts and previous allocations for the same invoice. Correct the …
• Importing and exporting accounting data …n accounting page, use “Download template,” “Export table,” and “Import” below the table. The export uses the page title and contains the data from that table. Keep the template columns and verify that the import file belongs to that page; the import is not automatically moved to another catalog or register. Check the preview, rejected rows and explanations before applying. Correct the file or mappings; apply only records you have verified and the page declares applicable. Uploading a file does not prove its data w…
• Check supporting documents for bank transactions …ssing, upload it to Fluxe and return to search. To correct a wrong choice, use “Check match” and choose the right document, or “Remove match”. Removing the match keeps the document in Fluxe. The transaction does not appear in the month. Check the year, month and other filters, then the uploaded statement. The page cannot check periods for which you have not uploaded statements. I have the same invoice in two sources. Must it be recorded twice? Compare the issuer, number, date, currency and total and preview the doc…
• Accounting onboarding and takeover …rs OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The latest trial balance and subsidiary account ledgers for double-entry bookkeeping. The receipts and payments journal and inventory register for single-entry bookkeeping. Customer, supplier, bank, cash, stock and fixed asset statements at the 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 compa…
• Accounting periods: opening and locking …e locking, resolve unvalidated documents, drafts, bank differences and closing checks. Compare the trial balance and registers with supporting documents. Draft notes ciorne Closing month Confirm closing only after checking the period and displayed consequences. Retain reports supporting the balances; subsequent corrections must preserve history. An entry cannot be posted on the selected date. Check that exactly one open period contains that date. For a correction to a closed period, agree the treatment and correcti…
• From supporting document to draft journal entry …mation saves a draft; it does not finalize the ledger entry. Continue to ‘Draft entries’. Check the debit, credit, date and document link before posting. Draft notes ciorne The source is ineligible for draft preparation. Check document approval, mapping, period and whether an entry already exists for the transaction. Resolve the cause at source; do not create a duplicate manual entry to bypass the blocker. The entry is balanced, but the amount is in the wrong account. How should I check? Compare the supporting docu…
• Correcting posted entries through reversal …e and prepare a new entry if the transaction needs recording again. Compare the original, reversal and correct entry in the account ledger. Account sheet Draft notes ciorne Repeat tax checks for affected periods. Follow the form's correction procedure; regeneration in Fluxe does not replace the amended filing or adjustment required by ANAF. The reversal action is unavailable. Check permissions, entry status, any prior reversal and the selected period. Some transactions require correction at source; follow that work…
• Accounting items …cription and lines using the supporting document. The required relationship is: total debits = sum of debit lines = sum of credit lines = total credits. Saving keeps the entry as a draft until confirmation and posting. A posted entry is not overwritten: use reversal, with an open period, correction date, reason and review of the reversing entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The supporting do…
• Fixed assets … fixed asset record, enter the information required to track the asset. Edit does not overwrite an active fixed asset: it requires a reason for the correction, keeps the previous version as Replaced and calculates the schedule for the new version. Delete archives the record and cancels only depreciation instalments that have not been posted; the HUB document and history remain intact, and a linked document triggers the shared warning. An accountant with View permission can consult the register and source documents.…
• Payroll: calculating and reviewing the month …open D112 for the same month. Complete declarant details and required confirmations; continue in the official software to validate the final return. D112 Draft notes ciorne An employee is missing or the salary is incorrect. Check start and end dates and the contract version valid in the selected month. Correct the source before recomputing; confirmed payroll retains its historical values. Payroll or D112 is blocked by a special payroll situation. Check the documents and calculate through the appropriate payroll wor…
• Month-end closing before returns …cker using the indicated action. A check depending on unfinished documents or entries remains pending; rerun it after resolving the issue. Selecting the period keeps the same month for closing, foreign currency revaluation and VAT 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. VA…
• Entries in RON: checking the period's documents … a document is missing or incorrect, return to upload and validation. Check approval before searching the ledger again. Document validation In double-entry bookkeeping, check the source entry and its posting. Before VAT returns, also check tax treatment, tax points and relevant journals. Draft sources surse Purchase journal Sales journal The period total differs from the documents. Check filters, unapproved documents, drafts, correction invoices and currency. Reconcile document by document before using the total fo…
• Entries in foreign currency: checking the period's documents … a document is missing or incorrect, return to upload and validation. Check approval before searching the ledger again. Document validation In double-entry bookkeeping, check the source entry and its posting. Before VAT returns, also check tax treatment, tax points and relevant journals. Draft sources surse Purchase journal Sales journal The period total differs from the documents. Check filters, unapproved documents, drafts, correction invoices and currency. Reconcile document by document before using the total fo…
• Outgoing in RON: checking the period's documents …ocument 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. Check filters, unapproved documents, drafts, correction invoices and currency. Reconcile document by document before using the total fo…
• Outgoing in foreign currency: checking the period's documents …ocument 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. Check filters, unapproved documents, drafts, correction invoices and currency. Reconcile document by document before using the total fo…
• e-Invoices: checking the period's documents …ocument 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. Check filters, unapproved documents, drafts, correction invoices and currency. Reconcile document by document before using the total fo…
• RON bank journal …cuments 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 transactions. Compare the period and balances with the complete bank statement. Correct the source and check existing alloc…
• RON cash book …and check the resulting balance. Observe cash warnings and limits applicable to the specific situation. Reconcile the balance with cash and, in double-entry bookkeeping, the cash account. For foreign currency, keep amounts in the cash register's currency separate from their accounting equivalent in lei. Account sheet The balance is negative or does not match cash on hand. Check the opening balance, dates, transaction directions, duplicates and missing documents. Do not add a fictitious receipt to bring the balance …
• Foreign currency bank journal …cuments 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 transactions. Compare the period and balances with the complete bank statement. Correct the source and check existing alloc…
• Foreign currency cash book …and check the resulting balance. Observe cash warnings and limits applicable to the specific situation. Reconcile the balance with cash and, in double-entry bookkeeping, the cash account. For foreign currency, keep amounts in the cash register's currency separate from their accounting equivalent in lei. Account sheet The balance is negative or does not match cash on hand. Check the opening balance, dates, transaction directions, duplicates and missing documents. Do not add a fictitious receipt to bring the balance …
• Transfers between warehouses … in the item record with the stock position. In double-entry accounting, check the journal entry and its posting separately. Item ledgers Stock situation Draft notes ciorne The quantity or value does not match the documents. Check the date, warehouse, unit of 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 p…
• Consumption vouchers …f material for internal work. Check the item, stock location, quantity and destination on the consumption note, then confirm consumption. Stock decreases by 4; keep the supporting record, which a simple stock adjustment does not replace.
• Disassemblies …nt in the item record with the stock position. In double-entry accounting, check the journal entry and its posting separately. Item ledgers Stock situation Draft notes ciorne The quantity or value does not match the documents. Check the date, warehouse, unit of 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…
• Special operations …ment in the item record with the stock position. In double-entry accounting, check the journal entry and its posting separately. Item ledgers Stock situation Draft notes ciorne The quantity or value does not match the documents. Check the date, warehouse, unit of 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 …
• Stock reduction adjustments … in the item record with the stock position. In double-entry accounting, check the journal entry and its posting separately. Item ledgers Stock situation Draft notes ciorne The quantity or value does not match the documents. Check the date, warehouse, unit of 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 p…
• Stock inventory count … in the item record with the stock position. In double-entry accounting, check the journal entry and its posting separately. Item ledgers Stock situation Draft notes ciorne The quantity or value does not match the documents. Check the date, warehouse, unit of 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 p…
• Issuance of inventory items for use … in the item record with the stock position. In double-entry accounting, check the journal entry and its posting separately. Item ledgers Stock situation Draft notes ciorne The quantity or value does not match the documents. Check the date, warehouse, unit of 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 p…
• Production: consumption and finished goods … in the item record with the stock position. In double-entry accounting, check the journal entry and its posting separately. Item ledgers Stock situation Draft notes ciorne The quantity or value does not match the documents. Check the date, warehouse, unit of 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 p…
• Orders …ner, 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 effects separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction action. Check v…
• Contracts …d 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: checking and explaining amounts A contract provides for three instalments of RON 1,000. Record the partner, terms and due dates, and track each in…
• Generating invoices from contractual instalments …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 RON 1,000 instalment due in September, check the contract and any already-linked invoice. Prepare the document once, check the draft and issue afte…
• Single-entry transaction list … No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules OMFP No. 170/2015 — single-entry bookkeeping 10 September 2026 Prepare invoices, receipts, statements and other evidence of receipts and payments. Check the active company, period and editing permission before any confirmation. 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 tran…
• Payment instrument processing: promissory notes Payment instrument processing: promissory notes For promissory notes, check the allocation to invoices and track bank confirmation separately. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The complete payment instrument and documents for its issue or receipt. The related invoices and statement confirming collection or payment, once it has occurred. Check the active company, period and editing permission bef…
• Payment instrument status: promissory notes Payment instrument status: promissory notes For promissory notes, check due dates, amounts and proof of settlement. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Issued and received instruments, their allocations and relevant bank statements. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select …
• Tax calculation: the tax base and tax due …act result the page provides and the applicable declaration or reporting steps. A calculation, export or local check does not prove official filing and acceptance. Keep the corresponding confirmation or acknowledgement and check the period and company before completing the work. You have a confirmed tax computation explaining the difference between accounting profit or loss and the taxable base. Corporate Income Tax Record Register Purchase journal: checking deductible VAT Sales journal: checking output VAT e-VAT: …
• Corporate Income Tax Record Register … result the page provides and the applicable declaration or reporting steps. A calculation, export or local check does not prove official filing and acceptance. Keep the corresponding confirmation or acknowledgement and check the period and company before completing the work. The register substantiates the taxable result and reported tax through explanations, calculations and documents. Tax calculation: the tax base and tax due Purchase journal: checking deductible VAT Sales journal: checking output VAT e-VAT: chec…
• Purchase journal: checking deductible VAT …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 single-entry bookkeeping, compare them with confirmed documents and tax treatments without requiring double-entry accounts. Continue to D300 and check the rows carrying the transactions. For reportable EU or domestic transactions, also reconcile D390 or D394. Do not assume every journal trans…
• Sales journal: checking output VAT …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 single-entry bookkeeping, compare them with confirmed documents and tax treatments without requiring double-entry accounts. Continue to D300 and check the rows carrying the transactions. For reportable EU or domestic transactions, also reconcile D390 or D394. Do not assume every journal trans…
• Balance sheet: checking financial statements …previous-year form remains suitable for a future year. A PFA does not become obliged to prepare annual financial statements merely by choosing double-entry bookkeeping. Complete the inventory of all assets and liabilities and reconcile results with the records. Check stock, fixed assets, receivables, payables, bank and cash, including differences, adjustments and approval documents. Stocktaking Fixed assets Customer situation Supplier situation Check closing entries, depreciation, schedules, valuations and tax. Com…
• e-VAT: checking differences against company records …result the page provides and the applicable declaration or reporting steps. A calculation, export or local check does not prove official filing and acceptance. Keep the corresponding confirmation or acknowledgement and check the period and company before completing the work. Differences have explanations and supporting documents on which a response can be based. Tax calculation: the tax base and tax due Corporate Income Tax Record Register Purchase journal: checking deductible VAT Sales journal: checking output VAT…
• RO e-Transport in Accounting: document control …result the page provides and the applicable declaration or reporting steps. A calculation, export or local check does not prove official filing and acceptance. Keep the corresponding confirmation or acknowledgement and check the period and company before completing the work. You can identify transports requiring additional details and evidence for declared transports. An order’s transport documents are complete, but no confirmed UIT exists yet. Open the source from the control page and check the transmission result…
• Chart of accounts: add and edit from the form …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Suppliers …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Customers …e period's documents Outgoing in foreign currency: checking the period's documents Customer situation You invoice Atelier U2 SRL, whose contact is Ion Popescu. Keep the company’s identity and contact in the appropriate fields; do not replace the customer’s company name with the person’s name. Check the issued invoice before concluding that a record correction changed the historical document.
• Delivery addresses: add and edit from the form …y 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 a separate destination and check the town, county and contact. Billing uses the recipient’s identity, while the parcel must go to the address actually confirmed.
• Agents: add and edit from the form …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Items: controlled addition and editing …ound. Select the item in the table and review its details in the row window. Choose “Edit row details” to open the form. If you have no changes to save, “Cancel” keeps the existing values.
• Item and service types: add and edit from the form …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Item groups: add and edit from the form …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Warehouses: add and edit from the form …ut 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 …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Vehicles …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Routes: add and edit from the form …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Contract types: add and edit from the form …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Operation types: add and edit from the form …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Types of documents: add and edit from the form …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• VAT rates: add and edit from the form …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Profit centers: recording and allocation …aved through a controlled process, while allocations and results remain traceable to the transactions that produced them. Compare Store activity with Services. Keep separate centres and check that each centre’s linked income and costs are complete for the same period. Do not allocate all company income to both centres, which would double the comparison.
• Currencies and exchange rate checks: add and edit from the form …orm and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the form without sav…
• Employment contracts: the version applicable to the month …alculating and reviewing the month Employees: adding, editing, and payroll details Ion Popescu’s salary changes from 1 September under the applicable document. Keep the version with its effective date and check September payroll without rewriting confirmed August payroll. Changing the contract in Fluxe does not replace required official reporting.
• Inventory register: tracking stock movements: checking and explaining amounts …rs. 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 local balance. Check the document and physical location before an inventory correction. Report amounts are explained and can support accounting and tax checks. The item starts with 10 units, receives 5 and issues 3: the quantity balance is 12 units. Check every movement’s value and the weighted average cost. The sto…
• Supplier situation: checking and explaining amounts … 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 unallocated bank amount does not automatically reduce an assumed invoice’s balance. Report amounts are explained and can support accounting and tax…
• Customer situation …s at the source. Amounts still to collect Amount receivable = maximum(0, Total invoiced − Received). Compare confirmed receipts with the customer's invoices and keep documents in different currencies separate. A RON 1,000 invoice with confirmed receipts of RON 750 leaves RON 250 receivable. A payment order received from a customer is not, by itself, evidence that the company's account has been credited. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and ac…
• Procurement Overview: checking and explaining amounts …rs. 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 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 …
• Sales Overview: checking and explaining amounts …rs. 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 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 an…
• Consumptions Overview: checking and explaining amounts …rs. 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 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…
• Item ledgers: checking and explaining amounts …rs. 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 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 out…
• Low-value asset status: checking and explaining amounts …rs. 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 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. Issui…
• Production Overview: checking and explaining amounts …ption and losses with the supporting records. Select the finished product and check its order's materials. Compare allocated cost with eligible consumption and keep abnormal losses separate. 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 only after reconciling it with the form's req…
• SGR Packaging Overview: checking and explaining amounts …rs. 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 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 …
• Management report …ffers. 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 local balance. Check the document and physical location before an inventory correction. Report amounts are explained and can support accounting and tax checks. The stock location has a RON 1,000 opening value, RON 500 in receipts and RON 300 in issues. The value balance in this example is RON 1,200. Check transfe…
• Orders Overview: checking and explaining amounts …rs. 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 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 t…
• Stock situation …rs. 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 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 Item ledgers: checking and explaining amounts Warehouse has 10 unit…
• Receipts and payments journal for single-entry bookkeeping Receipts and payments journal for single-entry bookkeeping Track money received and paid chronologically, with documents needed for the annual computation. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules OMFP No. 170/2015 — single-entry bookkeeping 10 September 2026 Statements, receipts and other evidence of collection or payment. Invoices and documents supporting the nature of transactions. Check the active company, period and…
• Checking the ledger before recording and reporting …Finalise sources and drafts, then check posted entries and any reversals. Compare record counts only for the same period and filters. Draft sources surse Draft notes ciorne Posted and reversal notes postate-storno The summary entry count differs from the open list. Compare the interval, status and list filters with the summary's scope. Open the corresponding page to identify entries requiring work. The entry is balanced, but the amount is in the wrong account. How should I check? Compare the supporting document, pa…
• Document type mappings …iring 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 resulting document or export. For incorrect identification, use the available correction and retain confirmation history. Data transfer accounting The confirmed selection does not match the source. Chec…
• Accounting Home … current selection. Export selection as XLSX downloads all filtered results, including those on subsequent pages. For a company with confirmed double-entry bookkeeping, Estimated and posted compares the gross result of documents in RON with income and expenses from entries posted in the selected period. Open the differences to review documents without postings, differences on the same documents and other entries. Difference = Posted result − Estimated result, in RON. Native closing entries and their reversals are e…
• The accountant's page The accountant's page Organise the period's checks for a company using double-entry bookkeeping and open the documents requiring attention. Quick check and open tasks Check the company and interval, then compare Quick check with To do now. Open the indicated task and resolve the document or record at its source. Return to this page to check whether any items still need clarification. Period status Compare bank and cash inflows and outflows with supporting documents and substantiated balances. Uncovered differences …
• Reports — Invoicing …ts — Invoicing Compare the values of issued tax documents and check advances and corrections separately in the selected currency. Invoices, advances and credit notes Group value = the sum of issued tax documents in the group, including the effect of credit notes. Final invoices retain the deductions stated; advances and credit notes whose source requires review are shown separately. The report uses the tax document's issue date and total. Drafts and pro formas are not issued invoices, and invoicing does not prove p…
• 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 …ins 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 stable code and avoid centres with nearly identical names for the same activity. Deactivation and restoration Delete requires confirmation. An unused centre can be permanently deleted; a centre with allocations is deactivated and its history is retained. To use it again, filter for deactivated centres and choose Restore. You cannot change a centre's s…
• Profit centers — Catalog …ins 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 stable code and avoid centres with nearly identical names for the same activity. Deactivation and restoration Delete requires confirmation. An unused centre can be permanently deleted; a centre with allocations is deactivated and its history is retained. To use it again, filter for deactivated centres and choose Restore. You cannot change a centre's s…
• Expense reimbursement requests … originals supporting the expense report. Open approved expense reports Open approved expense reports expenses The extracted details do not match the evidence. Keep the original and correct the request details before submission. Do not confirm applying an incorrect currency or amount merely to continue approval. Am retras o cerere deja aprobată. Decontul și plata sunt anulate? Deschide decontul rezultat și verifică notele și plățile existente. Retragerea cererii nu anulează efectele deja confirmate. Corectează expl…
• Expense report access …nt, choose the company's employee, account address and permission, then check and confirm Generate invitation. Use Copy link and send it to the invited person; keep the link before closing the window. The invitation does not grant access until the recipient uses Accept invitation from the verified account for the invited address. The link expires in 7 days. For an expired link, generate a new invitation after checking the address; the previous pending invitation is replaced. Participating in requests The employee a…

Archive

• Recover files from trash or permanently remove them …y deleted sooner. Signed documents follow their own rules and are not removed automatically. Permanently delete cannot be undone. Check the document source and keep needed copies separately. Some documents have deletion protections according to issuance, SPV, signing or use in 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 c…

Billing

• Invoice creation … items change; the main document automatically receives its final number at issuance. For Incoming warehousing or Outgoing warehousing, when declaring as warehouse keeper with incomplete documents, select the appropriate declaration and enter Reference to held documents. Only missing CN code, net weight or value excluding VAT may be omitted; description, quantity, unit and gross weight remain mandatory. Invoice line items for Atelier U2 SRL: two hours at 250 lei, a subtotal of 500 lei, VAT of 105 lei and a total of…
• Drafts in Billing Drafts in Billing Keep unfinished documents and review them before issuing them. Use Draft for documents still being prepared. On a phone, the row's first column opens preview and the second expands document information and actions. On a computer, open preview from the document row. Compare issuer, customer, dates, currency, total and each line item with the displayed document without downloading it. From Menu, Continue editing returns to document completion, while Document details opens its page. Print, download o…
• Issued documents … they do not change amounts or appear in PDF or XML. Track transport declared to ANAF Check the ANAF response and UIT code; the upload index does not replace UIT. Keep the transport record and response. The QR code on a submitted transport record contains UIT, but scanning it does not confirm transport validity. To change the vehicle, use Change vehicle within the permitted interval and before the new vehicle departs. At the end, in Confirm transport, choose Confirmed, Partially confirmed or Rejected. For confirmat…
• Collections and receipts …tled in invoice currency = Amount received in payment currency ÷ Exchange rate, rounded to two decimal places. For example, RON 510 at RON 5.10/EUR settles EUR 100. Keep up to five supporting PDFs or images in total, added when recording or from receipt details. Check the original and amount before using evidence to confirm payment. A bank receipt is compared with the statement transaction; a prepared document alone does not prove the transfer of money. In receipt details, check the template, logo, language and pre…
• Payment orders …. Associated documents are optional. If you choose invoices, goods receipt notes (NIRs), or credit notes, Fluxe calculates the rest, completes the details, and keeps track of the payment. Issued documents Customers in Billing You need to pay a supplier RON 1,200. Enter the beneficiary, IBAN, amount, currency and description, then link the invoice if available. The prepared order shows the payment instruction; check the actual transfer and statement separately. I created the order. Why does the supplier still show a…
• Customers in Billing … already-issued invoice change too? Update the record for future operations and check details before the next issue. Separately check the issued document, which keeps its own details. For an invoice with incorrect details, use the correction workflow appropriate to its status. Saving and checking customer details În Nomenclator → Clienți, caută după nume sau CUI/CNP. Folosește Adaugă client pentru o înregistrare nouă sau Editează clientul din meniul rândului. Completează identitatea, adresa, contactul, banca, IBAN-…
• 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 …ring decision issued in Fluxe for the company; if none exists yet, the generation date is used. Check the series and responsible person before signing. For credit notes, Use the same series as a normal invoice retains a single number sequence. For separate numbering, clear the option and configure the Credit note series. Changing the option does not renumber documents already issued. For Recurring invoice, choose a normal invoice series; for Recurring pro forma invoice, choose a pro forma series or numbering withou…
• Billing reports …pare the period's documents, receipts and costs and download the report needed for review. In Billing → Reports, choose the required statement: invoices, credit notes, pro forma invoices, delivery notes, receipts, payments, stock or production. Advanced reports group sales by agent or product and incoming costs by category. Invoices, pro forma invoices and receipts have different roles; do not add their totals as company income. In the Reports summary, Outstanding, Overdue and Due in the next 7 days track current b…
• Incoming invoices … 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 content. Open invoice goes to its page, while Download original keeps a local copy. Appearing in Incoming invoices or retrieva…
• SPV messages …eceive an e-Factura response. Find it by reference, open it and check that document's result. Search for a general tax notice separately among rows marked SPV and keep it in the related obligation's file. e-Factura and SPV The invoice number or message identifier; for general correspondence, the valid certificate and password of the person with SPV rights over the company. Open SPV messages and determine whether you need an e-Factura response or general tax correspondence. Check the company before retrieval. For e-…

Calendar

• Check documents and due dates for a day or month …od: the filter applies to the current period without automatically returning to its saved date. Saving with the same name updates the existing filter. The list keeps the latest 8 filters; saving a ninth removes the oldest. Plan the next 7 days Agenda combines outstanding invoices and Notes notifications scheduled from today through 6 days ahead inclusive. The range follows the current day regardless of the day or month viewed in Calendar. Only accessible information is available. Open Agenda and review displayed da…
• Check daily activity and recover a deleted document …rately and can be viewed on request. Repeated downloads and updates may be grouped. Expand the group to check each operation and who performed it. Export Excel keeps every event separate with its time, even when the list groups them or Relevant activity 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, sele…

Customer support

• Track replies and close a resolved request Track replies and close a resolved request Continue in the same ticket and confirm resolution after checking the result. Tracking resolution Keep clarifications for the same problem in the existing ticket. Close marks resolution and retains history. Delete is separate: it removes conversation and ticket-managed attachments, so do not use it when history must be retained. Continue the discussion and confirm resolution The existing ticket and result of the check requested by support. Open Support, find the request by…

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 …
• Check a customer's documents and sales …tatement and can explain differences between sales, corrections and receipts. Sales differ from the amount received from the customer. Compare invoices and credit notes with actually allocated receipts. An invoice may be unpaid or partially paid; do not record an existing payment again. I cannot find the pro forma invoice in the sales chart. Pro forma invoices are excluded from invoiced sales. Find it in customer documents or Billing and check the corresponding invoice; do not add the pro forma amount on top of the…
• Import contacts and export the required list …mported details The Excel file completed from the template and verified details of contacts to import. In Customers, choose Import and download Excel template. Keep its structure and complete contact types and details. Check tax identifiers, names and addresses. Choose the file through Upload completed Excel and apply import after review. Read the result and check created or updated records. If rejected, correct flagged information before retrying. For export, choose source application and interval or All time, the…

Documents

• Configure keyboard shortcuts …is already assigned, check the displayed feature name. Overwrite shortcut moves the combination to the new feature and disables it for the previous one. Cancel keeps both choices unchanged. Save shortcuts to retain the changes. Verifici frecvent documentele firmei. Cauți Validează documente, activezi Shift și alegi tasta G, apoi salvezi. Ctrl/Command + Shift + G deschide lista de verificat, fără să aprobe documentele. Colegii păstrează propriile combinații. De ce nu pot salva combinația aleasă? La o dublură, verifi…
• Uploading supporting documents …mit applies to each document inside a ZIP archive. You can select JPG, PNG or HEIC photos. Large photos are resized to at most 2,500 pixels on the longer side, keeping their proportions and 90% quality. Smaller images retain their resolution. Check the preview to ensure all numbers and edges are readable before submission. When you download a photo, you receive it as JPG, including inside a ZIP archive. Prepare up to 20 documents per upload. When the list is complete, choose Upload. Once the upload is accepted, the…
• Document scanning …nt scanning Photograph a document with your device and prepare it for review. Use your device's camera to capture the paper document. Scan in good lighting and keep all edges of the document in the image. Scan and check originals Open Scan documents and allow camera access. If you denied access, allow it in your browser settings and return to scanning. Photograph the document, then continue with the remaining originals. After the first scan, the camera stays available; the list does not open over it automatically. …
• Find information in your account …g and documents per page. Open Saved views, enter Current view name and choose Save view. Use a distinct name, for example Documents to review this month. You can keep up to 20 personal views for each company. When returning, open the name in Saved views. The list starts on the first page with documents currently meeting the retained criteria. This month follows the month in which you open the view; for a fixed range, save the start and end dates. The view retains working criteria without displayed columns or selec…
• Checking extracted documents …d information with the original document before confirming. For VAT, check each printed rate, taxable base and VAT amount separately; a mathematical 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…
• Document validation …ted 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 eligible documents and operations are us…

Notes

• Keep an activity's context in notes Keep an activity's context in notes Write internal information, link relevant documents and update the note as work progresses. Notes and documents Notes retain internal observations and tasks without changing official invoice, contract or contact information. A link opens the existing item without creating a copy. Also link WooCommerce orders; check store, number, customer and total before choosing. For repeated checks, use a checklist: documents to request, details to review or questions for the accountant. After…
• Schedule and snooze note notifications …create “Check overdue invoices”, choose day 10 at 09:00 and Monthly repeat. Confirm and save; the notification reminds you without collecting invoice payments. Keep an activity's context in notes

Tools

• Find the right tool Find the right tool Reach the required activity quickly and keep frequent tools at the top of the list. The Tools dashboard shows modules your company can access. Search by activity and pin tools you open frequently. Ion Popescu caută contract în Panoul Instrumente al Companie U2 SRL. Fixează sus Documente tipizate, apoi resetează căutarea ca să vadă din nou instrumentele disponibile și deschide activitatea dorită. Nu apare instrumentul pe care îl caut. Ce verific? Resetează căutarea și verifică accesul firmei la i…

Instrumente · Document templates

• Creating and tracking documents …fill it in. In Filters, combine Category, Family, Format and Visual reference and change sorting; Apply filters displays the selection. From Actions, Pin to top keeps important templates at the start. Select cards to pin, highlight, copy or export them together. For a sale to an individual buying outside their professional activity, choose the appropriate consumer template: in-store, second-hand goods in-store, distance or off-premises. Enter the goods, total price and complaint contacts. Check the official legal g…
• Decisions and numbering series … 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 F, and the next number is 101. Prepare the numbering decision using the actual period…

Instrumente · Document transfer

• Send documents through a PIN-protected link …eparately 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 link before creating another. Prepare the contract and annexes for Companie U2 SRL, choose seven days and send …
• Request documents through a link …is active. Explicitly send a reminder to the verified recipient at most once per hour. The sending service accepting an email does not confirm inbox delivery. To keep a received file, choose Save to Archive beside it. After confirmation, open the copy in Archive. The copy remains available after link expiry or transfer deletion and uses Archive space. Saving does not approve the document or record it in accounting. Requesting September's bank statement and invoices from Ion Popescu, with title and message completed…

Instrumente · File converters

• Convert a document to another format …or multiple pages or sheets, check files in the resulting ZIP archive too. Open the copy and compare pages, figures and characters with the original before use. Keep the original for any checks. The Service contract for Companie U2 SRL document converted from text to PDF and available for download. Choose an available format for the original and check the downloaded document. File converters Convert documents to the formats available for each file and download the result.

Instrumente · Handwritten signature

• Signed documents …ive links are closed. To remove it permanently, open Archive, choose Trash, select the document and confirm Permanently delete. Download any copies you need to keep first. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signing drafts Archive Trash for signing documents Saved signatures Ion Popescu signed the contract, followed by the company representative. In Signing history, check the people, times and latest PDF version. Do…
• Archive Trash for signing documents …lete and confirm. Signed versions, evidence and archived signing copies are removed; the original Hub source remains available. Download any copies you need to keep first. This cannot be undone. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signing drafts Signed documents Saved signatures You accidentally deleted the signed quote from Signing. In Archive → Trash, check its name and restore it. The document and its versions re…
• Saved signatures Saved signatures Keep handwritten signatures that you reuse when preparing documents. Choose a saved signature to reuse it on the document. Signatures saved in your account are available when preparing your next document. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signing drafts Signed documents Archive Trash for signing documents Ion Popescu keeps his handwritten signature for documents he signs in his account. Before app…

Instrumente · Tax calculator

• Estimate taxes for your activity … and accounting costs in SRL expenses; choose I do not know for unconfirmed conditions. In Scenarios to compare, enter a name and choose Add current calculation. Keep up to five scenarios for the current company in your session. Resume scenario opens details in advanced mode for a new calculation. Download the report with annual and monthly results, entered details, year and assumptions before signing out. Analyse tax options and compare annual personal net income, taxes and included costs. The result shows only sc…

Seller Central · WooCommerce

• WooCommerce overview and synchronisation …s. Progress and any errors appear in Settings → Synchronisations. Explicitly choose the version kept when Fluxe and WooCommerce have modified the same resource. Keep WooCommerce overwrites the local copy; Keep Fluxe sends the Fluxe version to the store and records the decision in history. Resolve conflicts in Settings → Synchronizations. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store t…
• WooCommerce statistics …e 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 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…
• Configuring WooCommerce statistics …e, 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. Start importing orders, products, customers and digital product access records for the selected interval. Choose all time, 365, 90, 30 or 7 days, 24 hours or…
• WooCommerce warehouses and procurement … 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 stock source, clarify the source before publishing. Check the result in Synchronizations. WooCommerce Fin…
• WooCommerce segments and campaigns …mpaigns 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 since the latest eligible …
• WooCommerce B2B customer data WooCommerce B2B customer data Keep the customer's company, tax identifier and commercial approval. In Customers → B2B customers, search by customer name or Woo ID and choose Load B2B data. Check the identity before making changes. Complete the company and tax identifier, then confirm commercial approval only after your company's checks. Save to the store and track the result in Synchronizations. B2B approval does not validate VAT registration, change the WordPress role or automatically set prices or credit limits. …
• WooCommerce feeds and catalog import …updated. Why? Check the preview, rejected rows and application confirmation, then the store result. Check existing products before retrying to avoid duplicates. Keep the original file as a reference. I prepared the text, image or file. Is the product published? Separately check application or transmission and the store product’s status. Compare descriptions and images with the actual product and channel rules. Prepared or downloaded material does not prove publication and must not promise nonexistent characteristic…
• WooCommerce customer requests …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 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. The customer r…
• Organising WooCommerce products Organising WooCommerce products Group store products into categories and keep a consistent structure. Create, edit, and delete Brands, Categories, Tags, Attributes, attribute values, and Reviews from the dedicated pages of the Products submenu. Categories and brands maintain hierarchy and image, attributes maintain sorting and reusable values, and reviews maintain product, author, rating, and moderation status. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock…
• WooCommerce brands …re's brands. Select the store and find the brand by name. Review the imported information and check the product associations before adding or changing a brand. Keep one name for the same brand and check the result in the store after sending the change. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; alw…
• WooCommerce reviews …store and Fluxe. What should I check? Compare synchronisation time and the moderation result for the exact review. Check the store and product before retrying. Keep necessary information if the review is part of a customer request. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links before deleting; a similar name does not prove identit…
• Tracking WooCommerce syncs …d information. After resolving, check the actual price without assuming the latest save resolved the conflict. There is a data conflict. Which version should I keep? Compare the product or order, timing and each version’s values against the company’s actual decision. Confirm the available choice only after review and check the store result. A newer version is not automatically correct. The message or notification is read. Is the operation resolved? Open the related order, product or synchronisation and check its re…
• Adding a WooCommerce store …nection 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 your store to Fluxe. For daily work, choose the orde…
• Disconnecting a WooCommerce store …lways check the selected store and period. Temporarily stop the Atelier U2 store connection after checking operations in progress. Confirm Disconnect store and keep retrieved data for reference. Disconnecting and permanently deleting records are separate actions. After disconnecting, I still see orders in Fluxe. Is this normal? Retrieved data remains available for reference until permanent deletion. Check the connection status to confirm the link has stopped. To remove local records, first export the data you need,…
• Deleting a WooCommerce connection …, choose the orders or products page or the report you need; always check the selected store and period. You no longer use the Atelier U2 store. Disconnect it, keep documents your company needs and check the exact store name before deletion. Confirmation removes the linked operational data from Fluxe and must not be treated as a simple pause. I only want to stop synchronisation. Must I delete the connection? Disconnect to stop the link and keep data. Use permanent deletion only after checking which data to keep and…

Seller Central · eMAG

• eMAG connection … in eMAG Settings. Introdu adresa in eMAG Marketplace -> Contul meu -> Profil -> Detalii tehnice -> Adrese IP, apoi continua cu Utilizatorul API si Parola API. Keep your account data secure and check immediately if it is correct. You receive connection confirmation or a clear explanation; a successful connection can be used immediately for synchronization. Keep store stock isolated or allow its transfer to other participating stores. By default, the option is off. Both stores must activate it, and in WooCommerce th…
• eMAG offers …heck the offer in eMAG and the synchronisation result before retrying. Compare the values actually applied with those requested. If the result remains unclear, keep the operation reference and time and request a check through Support. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating t…
• eMAG customer invoices …l number and amounts. Use Open in the Invoices record column to check the document. Recording does not issue a new invoice or resubmit the document through SPV. Keep the original eMAG document as supporting evidence; retrieved details do not 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, pro…
• eMAG messages and complaints … review the conversation in your eMAG account and check the order number, request and response deadline. In Fluxe, you can review the order on the Orders page. Keep the response and documents in the buyer's eMAG conversation. Viewing the Messages page in Fluxe does not send a response. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and c…
• 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 reports … cu decontul primit. Ce verific? Compare the period, dates used, order statuses, returns and confirmed costs. Open orders and invoices explaining the difference. Keep orders, settlements and tax documents separate. The product has estimated profit, but available money is lower. Why? Compare actual receipts, due dates, costs and returns with analysis values. Estimated profit and the available bank balance are different measures. Check currency and omitted costs before deciding on a purchase or price reduction.
• Analyzing products from eMAG links …eck 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 before ordering.
• 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 …tion. A suggested description adds an uncertain characteristic. Should I use it? Compare the suggestion with the product, packaging and supplier documentation. Keep only verifiable information and check the eMAG presentation after updating. A suggestion does not prove an actual characteristic. I prepared the text, image or file. Is the product published? Separately check application or transmission and the store product’s status. Compare descriptions and images with the actual product and channel rules. Prepared or…
• eMAG syncs …ed? Open the related order, product or synchronisation and check its result. Reading a notification does not apply a correction or confirm payment or shipping. Keep the operation reference and follow its final status.
• eMAG notifications … order status has changed. Which should I use? Open the order and check its status and latest synchronisation. Use current information for your next action and keep the notification only as a record of the change. Do not generate documents from an unchecked historical status. The message or notification is read. Is the operation resolved? Open the related order, product or synchronisation and check its result. Reading a notification does not apply a correction or confirm payment or shipping. Keep the operation refe…
• eMAG billing settings …e 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 Fluxe. Check existing documents and transmission options separately. Changing a setting does not confirm invoice issuance, acceptance in SPV or publication in eMAG. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. S…
• eMAG rates eMAG rates Keep the contractual rates used to calculate profit. Review rate profiles and check the marketplace, currency, service and applicable period. Use Add for a new profile or open the profile that needs updating. Transcribe the terms from your company's documents and confirm them after checking. Archiving stops the profile from being used in new calculations and retains the analysis history. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Sta…
• Adding an eMAG rate …ld I do? Check the version, period and selected profile and enter the documented conditions. Recalculate a new analysis with the correct profile; historical analyses keep conditions from their time. Do not rewrite old assumptions without keeping the comparison. The product has estimated profit, but available money is lower. Why? Compare actual receipts, due dates, costs and returns with analysis values. Estimated profit and the available bank balance are different measures. Check currency and omitted costs before d…
• Checking an eMAG rate …I do? Check the version, period and selected profile and enter the documented conditions. Recalculate a new analysis with the correct profile; historical analyses keep conditions from their time. Do not rewrite old assumptions without keeping the comparison. The product has estimated profit, but available money is lower. Why? Compare actual receipts, due dates, costs and returns with analysis values. Estimated profit and the available bank balance are different measures. Check currency and omitted costs before deci…
• Checking an eMAG profit analysis …the calculation you need. Compare the product, quantity, price, currency and costs before using the profit figure or price thresholds. Download the analysis to keep the result, or create a copy to recalculate. Check the changed values before the new calculation; the previous result is retained. 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 activ…
• Checking an eMAG supplier list … price and currency columns. Check the sales unit and number of products per package. Review invalid rows and continue processing after correcting the mapping. Keep the original file as a reference; reading the file alone does not confirm the product or cost. 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 bef…
• Checking information from eMAG product links …eck 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 before ordering.

Declarations and reporting

• Preparing and submitting returns to ANAF … offset documents. Stock, stocktake and fixed asset documents; employment contracts, timesheets and payroll records if you have employees. For double-entry bookkeeping: the opening trial balance and period registers. For single-entry bookkeeping: the Receipts and payments journal, Inventory register and tax records. In both cases: calculations, previous returns, submission receipts and payment evidence. Select the business and period in Accounting. In Tax profile, compare the tax ID, accounting regime, corporate or…
• Declaration D100 …After supported confirmations, generate the version and download its XML from history. Check all details and the deadline in official ANAF software before signing. Keep the submitted version, submission receipt and reconciliation with accounting. Open this return’s form The tax profile does not cover the whole period Check the document proving the regime and effective dates. Correct the profile based on evidence and rebuild the legal calculation interval; do not arbitrarily declare the current regime applied retroa…
• Declaration D101 …After supported confirmations, generate the version and download its XML from history. Check all details and the deadline in official ANAF software before signing. Keep the submitted version, submission receipt and reconciliation with accounting. Open this return’s form The tax profile does not cover the whole period Check the document proving the regime and effective dates. Correct the profile based on evidence and rebuild the legal calculation interval; do not arbitrarily declare the current regime applied retroa…
• Declaration D112 … Individual details and obligations agree with checked payroll; the full return was validated in ANAF software, submitted and has a checked submission receipt. Keep separate evidence of salary and tax payments. The page brings together employees, gross income, pension contributions (CAS), health contributions (CASS), income tax and the employer labour insurance contribution for each month. Totals come from the confirmed or closed payroll and are used to reconcile the official return. The month is essential: ANAF ma…
• Declaration D205 …tax by category and recipient with D100 and account ledgers. Check categories and corrections in the ANAF form for the reported year, then validate, submit and keep the submission receipt. D100 Open this return’s form A recipient has an incorrect CNP/NIF Correct it from the identity document. Do not invent an identifier or combine recipients simply because they share a name. For a filed return, apply the amendment instructions. You do not know whether income belongs in D205 or D207 Check tax residence, income categ…
• D300 VAT return …hen in Validation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Open the Purchase journal and Sales journal for the tax period. Trace differences to the document and, in double-entry bookkeeping, to the posted 4426/4427 entry. Do not add an amount directly to the return to conceal a missing source. Purchase journal Sales journal Trial balan…
• Special VAT expense report D301 …hen in Validation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Check purchases and special operation documents in RON/foreign currency purchases. A business not VAT-registered keeps the VAT on a supplier invoice but does not automatically treat it as deductible VAT and need not activate its own VAT to prepare the D301 supporting file. RON …
• Recapitulative Declaration D390 VIES …hen in Validation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Open the Purchase journal and Sales journal for the tax period. Trace differences to the document and, in double-entry bookkeeping, to the posted 4426/4427 entry. Do not add an amount directly to the return to conceal a missing source. Purchase journal Sales journal Trial balan…
• D394 information return …hen in Validation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Open the Purchase journal and Sales journal for the tax period. Trace differences to the document and, in double-entry bookkeeping, to the posted 4426/4427 entry. Do not add an amount directly to the return to conceal a missing source. Purchase journal Sales journal Trial balan…
• Special VAT return D398 — OSS and IOSS …s not automatic. Open this return’s form Complete the return in the official OSS app, including corrections for previous periods. Check the summary, submit and keep confirmation; pay using the reference and account provided for the special regime. Open this return’s form You cannot establish the state of consumption Gather the evidence required for the operation type and check the place of supply before choosing the rate. The billing address alone does not resolve every situation. You have a return after the report…
• D406 information return — SAF-T …e the XML in current DUKIntegrator/Soft J D406 and prepare the required official package. D406T is for testing only. Submit the tax return, track its receipt and keep identification of every submitted component/part. Open this return’s form Un cont, partener sau articol nu este recunoscut Correct the catalog and classification indicated in the report, check identifiers and rebuild reporting. Do not change a historical identifier just to hide an incorrect link. Totals do not match the trial balance or invoices Check…
• Declaration D700 …e. The supporting file is not the filing form. Open this return’s form Complete the relevant sections in the current ANAF D700 form, validate, sign and submit. Keep the receipt and change decision/confirmation when required, then reflect the confirmed regime and date in Fluxe. Open this return’s form Tax profile and registered obligations You changed the Fluxe profile but ANAF shows the old regime Check the return actually submitted, its receipt and the change’s effective date. Saving in Fluxe is not D700 filing an…
• D710 corrective return … submitted D100, period, liability code and accepted acknowledgement. Document the reason and reconcile the new amount with the corrected calculation and entry. Keep the original amount, corrected amount and difference without changing D100 history. Complete D710 with the correct reference and liability. Download the smart D710 form valid on the correction date and check the last update date on the ANAF page. Import or enter the data, run the official validation and resolve relevant errors and warnings. Compare the…
• D212 single tax return … details with documents and complete each source and CAS/CASS according to personal circumstances. Validate and submit through SPV or the applicable service and keep the submission receipt. Open this return’s form Datele precompletate sunt incomplete Complete all reportable income from documents, including foreign income. Pre-filling does not replace the taxpayer’s checks. CAS or CASS differs from the Fluxe estimate Check the year, income category, thresholds, minimum/maximum base, exceptions and combined income. D…
• Intrastat Statistical Declaration …d 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 confirmation for the correct month. The file keeps classification, value calculations and transport documents. The page organizes trade in goods with EU countries, separately for arrivals and dispatches. Repor…