Loading application…
The app could not load. Reload the page to try again.
Reload pageHelp
Find the steps for invoicing, documents and accounting records, then continue your work in Fluxe.
Search checks only the Help section and frequently asked questions.
Rezultate pentru ,,Numbering series"
Clear searchGuides
Start and account
Security and communication
Applications
Company activity
- Billing 1 Billing Billing Issue commercial documents and connect the client with SPV. from-cyan-500 to-sky-600 admin.apps.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 l…
- Documents …. Complete the form, save the draft and review the document before issuing it. Decisions Page with model selection and pre-filled series from the account for the numbering decision Choose the decision template, enter only what is useful and, for numbering, use the company's series as a starting point. You can change the values and include only checked rows; the document keeps only the included series. Configure keyboard shortcuts Open frequently used features with your own key combinations, without changing your co…
Organization
Accounting
- Organize your company's dashboard …od before comparing values. About this report explains its indicators and included information. Review the chart, values and legend. If the report has multiple series, use the legend to hide or show the series you are comparing. Keep currencies separate; do not add amounts in different currencies. The Records section retains the report table with every column of each row. When there are multiple pages, use Previous and Next to review all records; the displayed range shows your position in the list. For a copy of th…
- Payment instrument processing: checks …and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the instrument and check series, number, issuer, beneficiary, company's role, amount, account and dates. Do not assume legal validity merely because the document was recognized. Upload documents On the instrument page, use ‘Add allocation’, check ‘Commercial bill account’ and add the covered invoices. Compare each allocated amount with the invoice balance. Check the allocated total,…
- Payment instrument status: checks …and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the period and check the series, number, company's role, parties, amount and recorded dates. Compare due dates and status with the original and bank evidence. Check each instrument lacking collection or payment confirmation separately. Open the instrument workflow for allocations or corrections. Then compare the document, invoices and bank reconciliation. Process instruments Bank re…
- Payment instrument processing: promissory notes …and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the instrument and check series, number, issuer, beneficiary, company's role, amount, account and dates. Do not assume legal validity merely because the document was recognized. Upload documents On the instrument page, use ‘Add allocation’, check ‘Commercial bill account’ and add the covered invoices. Compare each allocated amount with the invoice balance. Check the allocated total,…
- Payment instrument status: promissory notes …and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the period and check the series, number, company's role, parties, amount and recorded dates. Compare due dates and status with the original and bank evidence. Check each instrument lacking collection or payment confirmation separately. Open the instrument workflow for allocations or corrections. Then compare the document, invoices and bank reconciliation. Process instruments Bank re…
Billing
- Invoice creation …with the customer's details and sales items, then check the currency and total before issuing it. In Billing, choose Invoice and select the customer. Check the numbering series, issue date, due date and document currency. Use Add item for the products or services being invoiced. Enter the description, unit of measure, quantity and price, then check VAT if your company is VAT-registered. Complete Notes if information must appear on the invoice, then use Preview and issue. The invoice remains a draft until you confir…
- Issued documents …ars, continue the existing draft to avoid two corrections for the same transaction. Recurrence creates a recurring invoice draft from the selected document. Check series, customer, line items, frequency and next issue date before enabling repeated issuance. Add note or Edit note retains team observations; they do 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…
- Collections and receipts … invoices. Check the business location, date, receipt method and amount before recording. For Cash, Also generate a receipt is selected automatically. Check the series before recording; the receipt number is assigned when the payment is recorded, not while preparing the form. Attach proof of payment if needed, as a PDF or image, then review and record the amount received. Each invoice's balance and payment status are updated, and the requested receipt is generated and kept in your account. Available to allocate = m…
- Billing settings and the ANAF connection …sued document. This deadline applies to e-Invoice. For e-Transport, separately check the transport data and the conditions for obtaining the UIT code. Document numbering series and numbers In Settings → Numbering series, check the document type, prefix and starting number. The final number is allocated at issuance; a draft does not reserve it. For types offering No series, automatic numbering can be used. Cash receipts retain a mandatory numbering series. In Document series, choose Create a series, enter the docume…
- Billing reports …mple Invoice report or Receipt report. Compare indicators and chart. In trend charts, select a period for exact values or open View values for the full list. With multiple series, use the legend to hide or show those being compared. Then search for the business partner or document in All report data. Check each item's currency, date and type; sort by the useful review column. For an unclear amount, open the document in Issued documents and compare its content with supporting evidence. Check the credit note and asso…
- Incoming invoices …ice in a file, use Upload invoice; for a paper document, use Scan. Continue in the document addition workflow. After reading, check supplier and CUI, recipient, series and number, date, currency and total; complete or correct missing details before use. A file identical to one already retained is blocked at upload. A photograph or different file of the same invoice may be recognised as a duplicate only after data extraction or entry. Acceptance at upload does not confirm the invoice is new. When an uploaded or scan…
Documents
- Uploading supporting documents … the reason before photographing the complete document clearly again. Other documents can be completed. For a duplicate, check the indicated original; the same series and number are checked in the context of document type and issuer. You can minimise the list while files transfer. Before Upload, enlarge preview to check legibility. After submission, continue working and open the notification when analysis is complete. For a photograph or document whose analysis failed, open the result notification and check the ori…
- Find information in your account …entru a alege informațiile utile activității tale, inclusiv părțile separate și seria și numărul. Open preview to compare the original with the issuer, recipient, series, number, dates and available totals. For invoice line items or statement transactions, open Document details. Previous and Next retain the filtered list's order and continue onto the next page; the indicator shows the document's position in the results. You can check several originals without closing preview. Viewing does not approve details or cha…
Tools
Instrumente · Document templates
- Creating and tracking documents …nt. Document templates Prepare contracts, quotations, requests and other documents from templates. Fill in the details and download the document. Decisions and numbering series Pregătești o ofertă pentru Atelier U2 SRL: 2 ore × 300 lei/oră = 600 lei. Alegi oferta din Instrumente → Documente tipizate → Modele documente, verifici firma și destinatarul și completezi pozițiile. Citești fiecare pagină în Previzualizare, păstrezi ciorna dacă mai lipsesc date și finalizezi numai după verificare. A field remains blank in t…
- Decisions and numbering series Decisions and numbering series Prepare company decisions and use existing series without consuming a number merely by prefilling the form. Open the separate HR, Administrative → Decisions category and choose the appropriate 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 misc…