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• Subscriptions …out. Billing has a total of 0 during the free period; if you add other services, you pay only for those purchases. 3After confirmation, use Billing, Catalogue, Notes, Customers and Support free for 3 months. Company details Enter the CUI to fill company details automatically. Check the name, address and Trade Register number and complete missing information before creation. If payment fails At expiry or after a failed payment, no pro forma invoice is issued and no tax invoice is issued for an unpaid amount. Under A…

Security and communication

• Frequently asked questions …or document, SPV messages, account security, note, WooCommerce order or product. General alerts open the appropriate application's main page. billing documents notes seller-central intrebare-1d953f75eb basics How do I review recent account activity? Open Calendar in Day mode and select the date you want. Below the day’s documents, find Account activity, with that date’s sign-ins at the end. Export Excel downloads the selected day’s activity as an XLSX file, with the business name and tax ID in the header. calendar …

Company activity

• Billing …efore issuing it. Drafts in Billing Keep unfinished documents and review them before issuing them. Issued documents Track finalized documents, receipts, credit notes and delivery to the customer. Collections and receipts Record payments received and allocate them to invoices; for cash payments, you can prepare the corresponding receipt. Payment orders Prepare the document with the payer, beneficiary and transfer details, with or without linked invoices. Customers in Billing Save customer details for future invoices…
• Accounting …n Accounting with the actual icons, warehouses, items, the weighted average cost (WAC), and accounting projection 1. Open Operations → Transfers or Consumption notes → 2. Choose the period → 3. Check the warehouse, item, quantity, and CMP cost → 4. Open the source document or export the table; a transfer pair is counted only once. Disassembly page with the actual icon, the selected parent row, the blue separator, child uploads, and the add result popup 1. Open Operations → Disassembly, Special operations or Stock i…
• Customers …Customers Workspace for contacts, leads and invoicing shortcuts. from-amber-500 to-orange-600 admin.apps.show List of contacts 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 …

Organization

• Notes 8 Notes Notes Quick internal notes with inline links to local documents and attachments. from-slate-500 to-cyan-600 admin.apps.show Simple internal editor, no complicated menus Search documents directly from * Local attachments 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 …

AI Assistant

• Requests and confirmations in AI Assistant …anding receivable balance = invoice total − confirmed receipts linked to the invoice. A receipt that is only prepared does not reduce the balance. Check credit notes and unlinked offsets separately before requesting customer payment. For a business balance, ask “How much do I owe Companie U2 SRL?” or “How much does Companie U2 SRL owe me?”. The assistant shows the identified business and documents making up the amount. Continue with “When do I need to pay?” or “When do I need to collect payment?” to see due dates. …

Accounting

• Organize your company's dashboard … native closing entries are excluded. The absence of entries does not mean there was no activity. Clients are ranked by net invoiced value in RON, after credit notes and excluding advances. Other currencies are not added to RON. In today's activity, Fully covered means that linked and confirmed bank statement amounts cover the invoice total in the same currency; Partially covered means they cover only part of it. Check the allocations before considering an invoice covered; suggestions and cash receipts do not confi…
• Validating documents before accounting recognition …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 and other documents supporting the transaction. Contracts, goods receipt notes, delivery notes, expense reports or customs documents where they substantiate the transaction's nature, quantity or timing. Check the active company, period and editing permission before any confirmation. Follow only steps applicable…
• Bank reconciliation: allocating statement movements …se ‘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 wrong allocation through its workflow without creating a second payment. The bank balance does not match the account ledger. Compare the opening balance, all statement tr…
• Importing and exporting accounting data …ports’, ‘Recent exports’ and validation issues. After applying, check master data records or drafts; accounting review and posting remain separate steps. Draft notes ciorne The file was accepted, but its records do not appear in accounting. Check batch status and whether an explicit apply action exists. Some files are retained for review; a successful read does not mean records were created. The export is empty or incomplete. Check the period, company, category and source page. Do not widen the period without check…
• 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 …accounts and amounts from the supporting documents. Check that total debits equal total credits, save the draft and review classification before posting. Draft notes ciorne After posting, track the entry in account ledgers and the trial balance. If there is an error, retain the original and follow the reversal process. Posted and reversal notes postate-storno The adjustment duplicates an invoice or payment. Find the source in the ledger and compare the amount and date. Correct the duplicate draft or reverse the pos…
• Fixed assets …In double-entry bookkeeping, continue to ‘Month-end closing’, check due instalments, generate the depreciation entry and post after review. Closing month Draft notes ciorne For a sale or scrapping, select the asset and review ‘Derecognition’. Link supporting documents, prepare the disposal and check the entry separately. On sale, invoice reconciliation and asset derecognition are distinct transactions. For a PFA using single-entry bookkeeping, track value and tax depreciation in the fixed asset register. Check dedu…
• 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 …ize the month's documents and allocations. Check that all correct drafts are posted and identify any missing period-end transactions. Document validation Draft notes ciorne Compare bank and cash balances with documents, customers and suppliers with subsidiary ledgers, stock with movements and fixed assets with asset records. Explain differences before closing. Trial balance Under ‘Depreciation due’, check assets, month and amount. Confirm instalments and accounts, then use ‘Generate depreciation entry’. Review and …
• 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 … 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…
• Disassemblies … 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…
• Special operations … 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 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…
• 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 … all differences, confirm document review and use ‘Confirm and freeze’. Retain the confirmed computation and track the tax entry in drafts until posting. Draft notes ciorne Continue to D100 for the applicable liability and period. For annual corporate income tax, reconcile the computation, entries and D100 before D101; check special cases requiring completion in the official software separately. D100 D101 OMF 808 Register An account has no confirmed tax treatment. Check transactions in the account and document the …
• Balance sheet: checking financial statements …ntries and documents, tax computation and liability reconciliation. Previous financial statements and documents required for the entity's category: explanatory notes, directors' report, audit or statutory examiners' report where mandatory. The responsibility statement required by Article 30 of the Accounting Law and signing, approval and profit allocation documents, as applicable. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal for…
• Consumptions Overview: checking and explaining amounts …1 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare materials consumption notes and production or usage documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Con…
• 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…
• 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…

Billing

• Invoice creation …the products or services being invoiced. Enter the description, unit of measure, quantity and price, then check VAT if your company is VAT-registered. Complete Notes if information must appear on the invoice, then use Preview and issue. The invoice remains a draft until you confirm issuance from preview. Compare customer details, line items and total; return to editing before issuance if needed. After checking, use Issue document in the preview. The invoice receives its number from the selected series and can no lo…
• Issued documents Issued documents Track finalized documents, receipts, credit notes and delivery to the customer. Print opens the document separately, preserving the page format and selected template. If the dialog does not open automatically, click Print on the document page. For a PDF open in a viewer, use its print command; on a phone, it may be in the share menu. Check the printer, paper size, orientation and pages before confirming. Track receipt status and Outstanding amount for each invoice in Issued documents. Unpaid, Parti…
• Collections and receipts …ance and payment status are updated, and the requested receipt is generated and kept in your account. Available to allocate = max(Invoice total − Issued credit notes − Confirmed receipts − Amounts already allocated and awaiting confirmation, 0). Compare all values in the invoice currency. A fully credited invoice has no remaining amount available for a new receipt. If you already recorded the payment through the bank, match the statement transaction with that receipt's document. An invoice collected in cash must no…
• Payment orders …thout linked invoices. Create the order with payer, beneficiary, and transaction data. 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 trans…
• Billing settings and the ANAF connection …g 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 without a…
• Billing reports …are 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 ba…

Calendar

• Check documents and due dates for a day or month …opriate to its status. An invoice no longer appears in Due dates. Open the invoice in Billing and check payment deadline, confirmed receipts and related credit notes. Due dates includes only issued invoices with a payment deadline and positive outstanding balance; a fully paid or credited invoice no longer appears. I selected an old month, but the balance differs from that time. Calendar shows the current remaining balance for invoices due in the selected period. To review an earlier position, consult that period's…

Customers

• Check a customer's documents and sales …ement 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 is…

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 …”, 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

Instrumente · Document templates

• Decisions and numbering series …ppropriate template. All fields are editable and optional; an empty field becomes a line to complete on the A4 sheet. For dismissal, fill in Dismissal-specific notes with the concrete grounds, notice period where applicable, appeal deadline and competent court. For disciplinary dismissal, describe the misconduct, provisions breached and reasons for rejecting the defence; for other templates, also check vacancies or priority criteria where applicable. Compare every Preview page with documents supporting the decision…

Seller Central · WooCommerce

• WooCommerce segments and campaigns …paigns 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 o…

Declarations and reporting

• D300 VAT return …l errors. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operation nature and evidence of the place of supply. VAT journals, double-entry VAT account le…
• Special VAT expense report D301 …ial form. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operation nature and evidence of the place of supply. VAT journals, double-entry VAT account le…
• Recapitulative Declaration D390 VIES …xemption. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operation nature and evidence of the place of supply. VAT journals, double-entry VAT account le…
• D394 information return …-Factura. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operation nature and evidence of the place of supply. VAT journals, double-entry VAT account le…
• Intrastat Statistical Declaration …previous or current year and when the obligation starts. The deadline is the 15th of the month following the reference month. Intra-EU goods invoices, delivery notes, CMRs and other evidence of physical movement. The description and eight-digit CN classification, country of origin, partner state and partner identification required by instructions. Quantity, net mass, supplementary unit, delivery terms, transaction nature and transport mode. Invoiced/statistical values, relevant transport costs, INS notification and…