Help

Company activity

• Accounting …e preparing documents or transferring data. Item mappings In “Item mappings”, confirm the correct data mapping before preparing documents or transferring data. Management mapping In “Management mapping”, confirm the correct data mapping before preparing documents or transferring data. Accounting Home Review the company's position for the selected period and open the records explaining a balance, missing document or obligation. Accounting period review Review a period's documents, bank transactions and warnings toge…

Organization

• Archive Organize company files into folders, view published assets from other applications, and recover items moved to trash.

Integrations and support

• Customer support …ication between the customer and the customer support team in the hub. from-rose-500 to-rose-600 admin.apps.show Create tickets Client replies Internal request management Customer support You send requests to the support team and keep all responses and attachments in the same conversation. Send and track a support request The main screen of the Customer Support application The status of requests and the action for a new ticket are immediately visible. Account Documents Selector with search by name or ID and selecte…

Accounting

• Validating documents before accounting recognition …ce; check approvals and links before removing a copy. The document has verified details and can proceed through the appropriate accounting workflow. Accounting mappings: accounts used for drafts From supporting document to draft journal entry Reviewing and posting draft entries Correcting posted entries through reversal The supplies invoice is dated 31 August and uploaded in September. In Validation, compare the date, issuer, recipient, items and total with the original. Then find it in the document’s period; for d…
• Accounting reports Accounting reports Choose the report answering your question and compare the same periods and data sources. Choosing the report Inventory management tracks inventory; Invoicing tracks issued tax documents; Accounting records tracks posted entries. Tax compliance, Payroll and human resources, and Tax advice and optimisation have their own confirmed sources. Choose the report according to the amount you want to explain, rather than similarities between titles. Comparisons between periods Check the interval and groupi…
• Importing and exporting accounting data …e; 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 was imported. To export, select an available format on the dataset row and review the downloaded contents. Compare the period and totals with the source page; downloading does not send data to another program or authority. For SAGA, check…
• Accounting mappings: accounts used for drafts Accounting mappings: accounts used for drafts Establish accounting mappings for transaction types and their effective dates. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The company's accounting policies. The chart of accounts and sample documents for each workflow used. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form …
• From supporting document to draft journal entry …irmed transaction: invoice, reconciled statement or another source in the table. Supporting documents required for classification and the applicable accounting mapping. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period and check source approval. For bank transactions, first confirm allocation to the document. Document validation Bank reconciliation Under ‘Sources for drafts’, …
• Reviewing and posting draft entries …OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The supporting document and economic explanation for each entry. The accounting mapping and open period applicable to the entry. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Under ‘Draft entries’, open the entry and source document. Compare company, date, description and currency with the actual transaction. Check every li…
• Correcting posted entries through reversal … The original and correction can be tracked separately and their accounting effect is reconciled. Validating documents before accounting recognition Accounting mappings: accounts used for drafts From supporting document to draft journal entry Reviewing and posting draft entries A RON 500 entry was posted against the wrong partner. Identify the entry and original document, justify the correction and reverse it through the available workflow. Prepare the correct entry and check that the history shows the original, co…
• Balance sheet: checking financial statements …nd the comparative period; explain unusual balances before preparation. Closing month Tax calculation Trial balance Under ‘Balance sheet’, check account-to-row mappings and their version. Resolve uncovered accounts and incorrect classifications before confirming the preview. Compare current and prior values, section totals and balance signs. Complete all forms required for the company's category in the official software using reconciled values. Prepare explanatory notes, the directors' report and, where applicable,…
• Chart of accounts: add and edit from the form …values and historical links remain available for checking only. Compare the accounts used in entries with the transaction's nature. For draft generation, check mappings and their effective dates separately. Check the form 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 …
• Management report Management report In “Management report”, trace totals back to their documents and correct differences at the source. Inventory location balance Opening balance = Closing balance − Receipts + Issues. Balance after item = Previous balance + Receipt − Issue. Closing balance = Opening balance + Receipts − Issues. For an opening balance of RON 10,000, receipts of RON 4,000 and issues of RON 3,000, the closing balance is RON 11,000. Check the document for each movement and the selected inventory location; a transfer has…
• Stock situation Stock situation In “Stock situation”, trace totals back to their documents and correct differences at the source. Link to the accounting entry In Add mapping, choose the item or category, starting date, inventory account, issue and inventory difference accounts, and goods receipt policy. Confirmation creates a new version and does not automatically post an entry. Item mapping takes precedence over category mapping. Then check Movements and drafts; Project draft prepares the entry, which must be reviewed and posted …
• Checking the ledger before recording and reporting Checking the ledger before recording and reporting Identify periods, mappings and entries requiring review before preparing returns. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The period's documents and list of transactions to finalize. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Cont…
• Account Mappings Account Mappings In “Account Mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare accounting policies, chart of accounts and sample workflow documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open…
• VAT Mappings VAT Mappings In “VAT Mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare received invoice and documents supporting its tax treatment. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘VAT Mappings’ a…
• Document type mappings Document type mappings In “Document type mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare original document and destination software requirements. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open …
• Partner Mappings Partner Mappings In “Partner Mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare source document and partner tax details. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Partner Mappings’ and ident…
• Item mappings Item mappings In “Item mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare source document and product or service record. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Item mappings’ and identify…
• Management mapping Management mapping In “Management mapping”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare stock document and company warehouse records. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Management mapping…
• Accounting Home …, filtering and available downloads without changing data. For changes, request editing rights from the company; displaying an action does not grant write access. For mappings, check the selected association before confirming. Check the affected documents before confirming deletion. An indicator appears lower than the value you know. Compare the company, period, currency and included documents. Open Analyses or the records indicated by the indicator and check missing or unconfirmed items. Am asociat factura, dar pl…
• Reports — Inventory management Reports — Inventory management Compare inventory and value movements recorded by period and inventory location. Inventory and value movements Closing inventory = opening inventory + receipts by value − issues by value. Adjustments are included according to their sign. For a quarter or year, movements are added together, but monthly balances are not summed. Transfers appear as receipts and issues and offset each other at company level. Issues also include consumption or adjustments, so they do not represent sales al…
• Cost centers — Distributions …e already allocated line, enter the correct allocation and reason for the change, then confirm the corrective version. The previous version remains in history. Management allocation does not rewrite the posted journal entry. The allocation cannot be confirmed. Compare each centre's amount and the total with the posted line. Check centre availability and the correction reason if replacing a confirmed allocation; do not enter an unsupported difference. Am confirmat sumele pe centrele greșite. Cum păstrez istoricul? A…
• Cost centers — Result per center …s expenses allocated in the interval. Compare centres with equivalent activities and periods; a low value may also reflect lines not yet allocated. The general management relationship is: centre result = allocated income − allocated expenses. The current page retains the indicators for the selected centre type. Checking the allocation If the Atelier centre has RON 800 of expenses from a RON 1,200 line, also check the centre receiving the remaining RON 400 in Allocations. Do not change the report total directly. For…
• Profit centers — Distributions …e already allocated line, enter the correct allocation and reason for the change, then confirm the corrective version. The previous version remains in history. Management allocation does not rewrite the posted journal entry. The allocation cannot be confirmed. Compare each centre's amount and the total with the posted line. Check centre availability and the correction reason if replacing a confirmed allocation; do not enter an unsupported difference. Am confirmat sumele pe centrele greșite. Cum păstrez istoricul? A…
• Profit centers — Result per center …allocated in the interval. The centre's name does not turn the displayed income into net profit; analyse expenses and other obligations separately. The general management relationship is: centre result = allocated income − allocated expenses. The current page retains the indicators for the selected centre type. Checking the allocation If income of RON 2,000 is split into RON 1,200 and RON 800 across two centres, compare both items with the confirmed allocation. Do not add the total income again on top of the centre…

Instrumente · Document templates

• Creating and tracking documents …ing the certificate. For External data protection officer service agreement, identify the person serving as DPO, entities served, contact, resources and direct reporting to management. Publish contact details and communicate them to the supervisory authority. Check other roles and services that may create conflicts of interest; the DPO receives no instructions about their duties and cannot be penalised for performing them. The contract does not notify the authority or transfer the company's responsibility for its o…

Seller Central · WooCommerce

• WooCommerce feeds and catalog import …products page or the report you need; always check the selected store and period. An import has 20 products, but two rows have incomplete codes or prices. Check mapping and preview and correct rows before applying. Uploading the file does not prove all 20 products were published. The file was read, but the catalog is not 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 referenc…

Seller Central · eMAG

• eMAG supplier product lists …price seems ten times higher. What should I check? Check whether the file gives a per-piece or per-pack price and how many units the packaging contains. Correct mapping and compare the preview with the original before continuing. Do not confirm a cost until the unit is clear. 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 produc…
• eMAG product images …rom the catalog to eMAG. The AI Images page does not confirm that an image has been generated or published. To change photos for an existing offer, use product management in your eMAG account. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. Prepare an archive box image and ch…
• Checking an eMAG supplier list …quantity, 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 …