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• Subscriptions …t to invited accountants. Working with accountants If your subscription allows accountants, use Accountants to choose each person's applications and either View only or View and edit permission. The list includes applications available in your subscription, except AI Assistant. You can separately grant Company account access to manage the company, settings and subscription. Only the owner can manage the password, 2FA, account deletion and other accountants' permissions. The first associated accountant is free. Each…
• Install Fluxe About the installable app Install Fluxe to open it from an icon on your phone or computer without finding the address in the browser each time. Once installed, Fluxe opens directly in the Hub and uses the same account and data as the browser version. Important! The browser shows the install option only when the device supports it. If it does not appear, you can continue using Fluxe directly in the browser. Install Fluxe on your phone Open Fluxe in the browser and sign in to your account. Open the browser menu and c…

Security and communication

• Privacy and DPA agreement …f documents are updated and new acceptance is needed, Fluxe will ask you to confirm the current version. How to view documents Open the Terms or Privacy Policy from the form or page footer. For the DPA and subprocessor list, follow the link in the “Recipients and subprocessors” section of the Privacy Policy. Read the content and check the displayed title and version. Download an attachment if the current document includes additional files. Return to the form and tick the required confirmations to continue. Open the…
• Contact page …for clarification through the contact channel before transferring money. What information should I send so the issue can be checked? Give the page, document or operation, approximate time, steps taken and full displayed message. Attach only the relevant screenshot, without passwords, authentication codes or card details. Reply in the same request for the same issue. manual.contact manual-contact-source You need Fluxe’s supplier details for your company records. Open Contact, compare the legal name and tax identifie…
• Frequently asked questions … 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 with messages and close buttons Keep notifications that still need attention in the list. Check notifications for documents, orders and operations that need attention. Resolve the issue on the page indicated by the notification. Close resolved notifications to keep the work list…

Company activity

• Billing …Enable Intra-community invoice (EU) and choose Services; Goods is available only to a normal VAT payer → 3. Check EUR, 0% VAT, and VIES → 4. Issue the PDF and confirm the operation in D390. Invoice with VIES verification, B2G public procurement, CPV code, and RO e-Transport threshold evaluation In the same issuance, you check the intra-community tax proof, fill in the CPV code on each B2G item, and let Invoicing evaluate the RO e-Transport thresholds before submission; Accounting cannot send the document. Repeated …
• Documents 2 Documents Documents Hub for commercial, accounting, import, and operational archiving documents. from-sky-500 to-cyan-600 admin.apps.show Catalog of official models Commercial and accounting documents in a single hub Dynamic forms and prefill Export PDF and operational archiving ANAF search by CUI Documents You create, upload, verify, and find company documents, grouped by purpose and type. Upload and review company documents Preview of an invoicing document in Documents, with the A4 sheet correctly framed Docume…
• Calendar 3 Calendar Calendar Track documents and transactions by day, and check what still needs completing in the selected period. from-rose-500 to-orange-500 admin.apps.show Day, week, month and year views Timeline for documents Upload directly on the selected day Quick signals for SPVs and shortfalls Calendar Calendar groups documents by their dates. In Day mode, find documents at the top, followed by account activity and that day’s sign-ins. In Month mode, documents are grouped by day. View a day's documents and activit…
• Accounting …p form separate from the table. Contract types: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Operation types: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Types of documents: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. VAT rates: add and edit from the form Add a new entry or correct an existing one in a pop-up form s…
• Customers …-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 the Entire period or an exact interval and can separately extract contacts from Customers…
• AI Assistant …re Fluxe AI routing AI Assistant Find company information, prepare documents and organise tasks through conversation. Review the proposal and confirm before an operation changes data. Make the request and review the proposal Requests and confirmations in AI Assistant Turn everyday requests into documents, reports and organized activities. State what you need, review the proposal and confirm directly in chat. Write “Prepare an invoice for Atelier U2 SRL: two hours of consultancy at RON 250, in RON”. Answer the quest…

Organization

• Tools 6 Tools Tools Signing, tax calculators, conversion, document templates and file transfers. from-indigo-500 to-blue-600 admin.apps.show Handwritten signature Electronic Signing Tax calculator Legislation 2026 Risk analysis File converters Document templates Document transfer Vehiculele firmei Tools Prepare template documents, sign, estimate taxes and exchange files with customers or collaborators. Choose the tool for your activity Urmărește traseele GPS ale vehiculelor Compari drumurile înregistrate de mașini, oprir…
• Handwritten signature … a new document or select an existing one in the Hub. Sign opens the external signing dialog, includes the document and generates the link and PIN. The handwritten editor with the document without an external card, pagination below, and size and rotation adjustments Review the document, adjust the signature's size and rotation, and confirm only when its position is correct. Handwritten signing area on your phone Choose the color and draw your signature. Use Clear to redraw it, Vault for a saved signature or Use sig…
• Archive 7 Archive Archive Arhivă privată cu foldere, previzualizare, descărcare și stocare nelimitată. from-blue-400 to-cyan-500 admin.apps.show Finder-style folder organization Upload files to the user's private space Quick filtering by years, months and document type Unlimited storage Archive Organize company files into folders, view published assets from other applications, and recover items moved to trash. Find and organise company files The Archive app with folder navigation, accurate thumbnails and progressive loadin…
• 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 …

Integrations and support

• Seller Central 9 Seller Central Seller Central Marketplaces managed by independent modules, with isolated operations and settings. from-amber-400 to-amber-500 admin.apps.show Separate eMAG module, with dedicated operational pages Two-way WooCommerce module via plugin Fluxe Romania Orders, Products, Variations, Customers, Inventory and Conflicts Controlled synchronization and encrypted credentials separately per store Seller Central Manage connected sales accounts, synchronizations, and business operations from a single place. Con…
• Customer support …ull card details; you can create a separate request for a different issue. What information should I send so the issue can be checked? Give the page, document or operation, approximate time, steps taken and full displayed message. Attach only the relevant screenshot, without passwords, authentication codes or card details. Reply in the same request for the same issue. Requests Send a support request with relevant documents Tracking resolution Track replies and close a resolved request

AI Assistant

• Requests and confirmations in AI Assistant …te proposal appears, “confirm” saves the note; the word is not added to its text. Accounting: prepare your operations Ask in ordinary language about the trial balance, turnover, balances, registers, customers, suppliers, inventory, or other accounting statements, and specify the period when it matters. Fluxe AI answers from the active company’s records, summarizes indicators, and displays a chart when there are at least two comparable values in the same currency or unit. Open the accounting statement from the answe…

Accounting

• Organize your company's dashboard …t a period to check exact values; for multiple series, use the legend to hide or show those being compared. From the pop-up, the main action opens the relevant operational module, for example Stock for Stock report and Bills of materials for Bill of materials report. Top invoiced products shows the top five products or services by invoiced value excluding VAT in RON; Other combines remaining line items with positive values. Select a slice or legend name to see the full amount. More opens the Billing report for the …
• Validating documents before accounting recognition … 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 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 appli…
• Bank reconciliation: allocating statement movements …including opening and closing balances. Invoices, payment orders, contracts and supporting evidence for fees or transfers. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the statement and check the recognized bank, account, currency, period, balances and transactions before approval. Upload bank statement bank_statement Document validation Open ‘Bank reconciliation’ and select the transaction. Co…
• Accounting analyses …ly after checking it. Viewing the analysis does not approve documents or post journal entries. Control by periods Compare the document count, transactions read from statements and allocated amounts. Unreconciled amount for a transaction = maximum(0, transaction amount − confirmed allocations). Track values in different currencies separately. For a RON 1,000 payment with confirmed allocations of RON 750, RON 250 remains to review. Open the period or Bank reconciliation and identify the document for the remainder; do…
• Accounting reports …terpreting a change; missing or unconfirmed data can affect the comparison. For example, a difference between invoice value and the accounting result may arise from VAT, advances, expenses or documents not yet recorded in the accounts. Do not force these totals to match. Two reports have different totals for the same month. Compare what each report measures, the transaction date, currency and source status. Open the documents explaining the difference; invoicing, payment receipt and accounting recognition are disti…
• Tax profile: establish obligations before recording transactions …t declarations, with their effective dates. Documents supporting the tax regime, VAT registration and reporting frequency. 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 active company. Under ‘Current position’, compare legal form and tax status with company documents. If legal-form confirmation is requested, resolve it before selecting a regime. Under ‘Select tax profile’, choose the company'…
• Importing and exporting accounting data …checking the risk of duplicate imports into the other program. The mapping to the destination software is incorrect. Correct identification, accounts, document types, items or warehouses and check the file again. Retain previous versions and do not automatically apply the same batch twice. The file was downloaded or uploaded. Is the data already applied? Check the summary, mappings, rejected rows and confirmation stage, then data in the receiving program. An available file does not prove it was imported. Check exis…
• Check supporting documents for bank transactions …unting document rules 10 September 2026 The period’s bank statements and supporting documents uploaded or issued in Fluxe. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. In Accounting → Reports → Document coverage, choose the year and month. Check “No date” separately if any transactions have statements without a completed date. In the “Matching” filter, choose “No linked document”. Select the transacti…
• Accounting onboarding and takeover … bank, cash, stock and fixed asset statements at the takeover date. The latest filed returns and accepted filing receipts. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Choose the start date with the person who kept the previous records. Establish the last day covered by the old software and the first day tracked in Fluxe so no documents are omitted or recorded twice. Under ‘Configure company accountin…
• Accounting periods: opening and locking …e financial year calendar and accounting takeover date. The trial balance and reconciliations for the period to be closed. 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 ‘Accounting periods’ in the General Journal. Check existing intervals before using ‘Add period’ to avoid overlaps. Enter the period's start and end dates and create it. Check its status before preparing documents, entries or adjust…
• 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 …nt 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’, find the source and compare role, date, amount…
• Reviewing and posting draft entries …pporting 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 line: debit account, credit account, amount and required subsidiary accounts. Total debi…
• Correcting posted entries through reversal …ocument substantiating the error. The correction document, explanation and accounting date established for the correction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Find the entry under ‘Posted entries and reversals’ and open its details. Check every line and the source document, including previous corrections. Establish what you are correcting: document, classification, amount or period. Check whe…
• Accounting items …urnal entry, complete the date, description and lines using the supporting document. The required relationship is: total debits = sum of debit lines = sum of credit lines = total credits. Saving keeps the entry as a draft until confirmation and posting. A posted entry is not overwritten: use reversal, with an open period, correction date, reason and review of the reversing entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules …
• Fixed assets Fixed assets Track the asset's value and document depreciation and disposal separately. Corrections and editing rights In the 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 l…
• Payroll: calculating and reviewing the month …s and documents for absences, suspensions and leave. Documents for deductions and other payroll components, as applicable. 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 ‘Employees’, check the name, CNP, date of birth and payment details. Under ‘Employment contracts’, check the version applicable to the month: employment date, position, base salary, daily hours and any termination date. Employees …
• Month-end closing before returns …h, stock and fixed asset registers. The trial balance, account ledgers, balance explanations and depreciation computation. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Choose the period and review the closing checklist. Resolve each blocker using the indicated action. A check depending on unfinished documents or entries remains pending; rerun it after resolving the issue. Selecting the period keeps th…
• Expense reports Expense reports Check the holder's expenses and separate substantiation of the advance from amounts the company must reimburse. The holder's documents and funds In Add expense report, check the holder, purpose, period and associated advance. Add supporting documents, compare originals and enter only actual expenses. A linked expense report retains the advance's currency. For an expense paid from the holder's own funds, explicitly complete Amount paid from personal funds and check the Employee payable account, for e…
• Entries in RON: checking the period's documents …cuments received in lei. The contract, receipt, delivery or correction document explaining the transaction, as applicable. 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; check that the page matches the document's direction and currency. In the table, compare supplier, number, date, base, VAT and total in lei with the original. Open the document to review its lines, not jus…
• Entries in foreign currency: checking the period's documents … exchange-rate evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. 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; check that the page matches the document's direction and currency. In the table, compare supplier, date, currency, foreign-currency total, exchange rate and equivalent in lei with the original. Open the do…
• Outgoing in RON: checking the period's documents …ed correction documents. The contract, receipt, delivery or correction document explaining the transaction, as applicable. 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; check that the page matches the document's direction and currency. In the table, compare customer, issued number, date, value and document status with the original. Open the document to review its lines, n…
• Outgoing in foreign currency: checking the period's documents …ction and exchange rate. The contract, receipt, delivery or correction document explaining the transaction, as applicable. 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; check that the page matches the document's direction and currency. In the table, compare customer, date, currency, exchange rate and equivalent in lei with the original. Open the document to review its lin…
• e-Invoices: checking the period's documents … communication evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. 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; check that the page matches the document's direction and currency. In the table, compare direction, partner, date, value and e-Factura status, separate from accounting control with the original. Open the d…
• RON bank journal …er 2026 The complete account statement, including opening and closing balances. Supporting documents for each transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the statement and check recognition of the account, currency and period before approval. Upload bank statement bank_statement Select the period and appropriate account. Compare each inflow and outflow with the statement; check op…
• RON cash book …pts, cash receipt or payment vouchers and supporting documents. The previous cash balance and verification of cash on hand. 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 cash register, currency and period. Compare the opening balance with the previous cash book and handover documents. Use ‘Add cash transaction’ for an actual money movement. Enter direction, date, amount, counterparty and sup…
• Foreign currency bank journal …er 2026 The complete account statement, including opening and closing balances. Supporting documents for each transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the statement and check recognition of the account, currency and period before approval. Upload bank statement bank_statement Select the period and appropriate account. Compare each inflow and outflow with the statement; check op…
• Foreign currency cash book …pts, cash receipt or payment vouchers and supporting documents. The previous cash balance and verification of cash on hand. 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 cash register, currency and period. Compare the opening balance with the previous cash book and handover documents. Use ‘Add cash transaction’ for an actual money movement. Enter direction, date, amount, counterparty and sup…
• Transfers between warehouses …should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers and already-recorded operations. Do not enter an unsupported adjustment merely to obtain the expected quantity. The movement has a supporting document and can be tracked in stock and accounting. Stock inventory count Warehouses: add and edit from the form Item ledgers: checking and explaining amounts Stock situation Move 10 items from Warehouse to Store. In the transfer, check t…
• Consumption vouchers …should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers and already-recorded operations. Do not enter an unsupported adjustment merely to obtain the expected quantity. The movement has a supporting document and can be tracked in stock and accounting. Production: consumption and finished goods Consumptions Overview: checking and explaining amounts Production Overview: checking and explaining amounts You use 4 units of material for int…
• Disassemblies …k the documents and stock movement before confirming their accounting effect. Preserving inventory value Weighted average cost (CMP) = value balance before the operation ÷ quantity balance before the operation, rounded to the ban. Value issued = quantity issued × Weighted average cost; when the entire balance is issued, the exact value balance is used. Output value = sum of the values of each receipt. Confirmation requires Output value = Value issued. Allocate the value among the resulting items using the approved …
• Special operations Special operations In “Special stock operations”, check the documents and stock movement before confirming their accounting effect. Supported receipt Receipt value = quantity × verified unit cost. New quantity balance = old quantity balance + quantity. New value balance = old value balance + receipt value. Use the supporting document and do not duplicate the movement from an invoice or note. Issue and correction On issue, issue value = quantity × Weighted average cost (CMP); when issuing the entire balance, the exa…
• Stock reduction adjustments …should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers and already-recorded operations. Do not enter an unsupported adjustment merely to obtain the expected quantity. The movement has a supporting document and can be tracked in stock and accounting. The quantity is correct, but the issue valuation needs a supported correction. Compare the documents and valuation method, prepare the adjustment and check its impact in the item ledger.…
• Stock inventory count …should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers and already-recorded operations. Do not enter an unsupported adjustment merely to obtain the expected quantity. The movement has a supporting document and can be tracked in stock and accounting. Transfers between warehouses Warehouses: add and edit from the form Item ledgers: checking and explaining amounts Stock situation The item ledger shows 12 units, while the physical count…
• Issuance of inventory items for use …before confirming their accounting effect. Location and person using the asset In Movement history, search for the item, document, location or reason and check operations already confirmed. Add movement records commissioning, transfer, return to the warehouse or disposal. Compare the date, destination and custodian with the supporting document before confirming. Correcting a confirmed movement Edit adds a corrective item linked to the selected movement without rewriting the original. Delete adds a reversal and rest…
• Production: consumption and finished goods …should I check? Compare the item code, unit of measure, stock location and date, then follow movements in the item ledger. Check transfers and already-recorded operations. Do not enter an unsupported adjustment merely to obtain the expected quantity. The movement has a supporting document and can be tracked in stock and accounting. Consumption vouchers Consumptions Overview: checking and explaining amounts Production Overview: checking and explaining amounts You produce 10 finished units using eligible materials co…
• Orders … — financial and accounting document rules 10 September 2026 Prepare accepted order, delivery details and related 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. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add order’, select incoming or outgoing and enter the partner, date, currency and dead…
• Contracts …4/2015 — financial and accounting document rules 10 September 2026 Prepare signed contract, amendments and payment schedule. 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 transaction with the same reference to avoid duplication. Use ‘Add contract’ and check the number, date, customer, type, currency, advance, value, in…
• Generating invoices from contractual instalments …cial and accounting document rules 10 September 2026 Prepare verified contracts and instalments due in the selected month. 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 transaction with the same reference to avoid duplication. Select the month and year and check ‘Instalments ready for invoice generation’. Compare the d…
• Daily allowances …Tax Procedure Code 10 September 2026 Prepare travel authorization, actual interval, supporting documents and payment evidence. 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 transaction with the same reference to avoid duplication. Use ‘Add trip’ and enter the employee, destination, country, currency, departure and arri…
• Vehicle logbooks: routes and vehicle use …unting document rules 10 September 2026 Prepare vehicle logbook, vehicle details, actual routes and consumption 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. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add vehicle logbook’, check the period, vehicle and driver, then enter each route under …
• Prepaid expenses: allocation across periods …cial and accounting document rules 10 September 2026 Prepare invoice, contract and period covered by the service or right. 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 transaction with the same reference to avoid duplication. Use ‘Add schedule’, check the ‘Prepaid expense · 471’ type, document, recognition start and e…
• Deferred income: recognition in the correct period …634/2015 — financial and accounting document rules 10 September 2026 Prepare contract, issued document and service period. 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 transaction with the same reference to avoid duplication. Use ‘Add schedule’, check the ‘Deferred income · 472’ type, document, recognition start and e…
• Single-entry transaction list … and period and use the available correction action. Check versions, issued documents and posted entries before repeating generation or confirmation. I see two operations with the same amount. Can I remove one? Compare each entry’s source document, date, direction and purpose. Two equal amounts may represent distinct operations or a correction. Open the source and check links before cancelling or removing anything. The transaction can be traced to its document and result in the related records. With single-entry bo…
• Payment instrument processing: checks …ments 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 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 a…
• Payment instrument status: checks …counting 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 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 separ…
• Payment instrument processing: promissory notes …ments 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 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 a…
• Payment instrument status: promissory notes …counting 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 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 separ…
• Tax calculation: the tax base and tax due …adjustments, including applicable deduction limits or reliefs. The tax profile and previous returns needed for reconciliation. 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 regime and its effective date in ‘Tax profile’. Select a complete period: microenterprise computation is quarterly, while corporate income tax follows cumulative profit or loss for the tax year. Fiscal profile Ensure docum…
• Corporate Income Tax Record Register …nfirmed tax computation for the selected period. Documents and explanations supporting tax classifications and adjustments. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Finalize and confirm the corporate income tax computation for the period being tracked. Tax calculation Open ‘OMF 808 register’ for the same company and period. Check every explanation and amount against the confirmed computation. Trac…
• Purchase journal: checking deductible VAT …cuments and, where applicable, customs and payment documents. Documents supporting VAT treatment and the tax point period. 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's VAT registration and tax period. Select the period for which you are preparing the VAT return. Fiscal profile Compare approved purchases with the originals and document deduction eligibility and limits. VAT shown on …
• Sales journal: checking output VAT …ces and correction, delivery or service completion documents. Documents supporting VAT treatment and the tax point period. 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's VAT registration and tax period. Select the period for which you are preparing the VAT return. Fiscal profile Compare issued invoices with the sales register and identify advances, corrections and transactions requir…
• Balance sheet: checking financial statements …atement 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 form and accounting regime. Check the reporting year, entity category and obligation to prepare financial statements. Use that year's official form and instructions; do not assume a previous-year form remains suitable for a future year. A PFA does not become oblig…
• e-VAT: checking differences against company records …Totals differ although the invoices appear complete. Check tax points, transactions reported in different periods, corrections and differences between document types. Reconcile by transaction, not merely by total. The report is prepared. Does that mean the official obligation is fulfilled? Check the exact 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 acknowledgemen…
• RO e-Transport in Accounting: document control …very note, order and transport documents. Party details, route, vehicle, goods, quantities and UIT documents, if required. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Identify the transaction and the company's role from the documents. Check whether transport must be declared and who is responsible in the specific situation. Under ‘RO e-Transport’, find the document and check status, transport details…
• Chart of accounts: add and edit from the form Chart of accounts: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare company accounting policies and trial balance. 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 “Chart of acc…
• Suppliers …accounting document rules 10 September 2026 Prepare supplier invoices and contracts, together with identification 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 “Suppliers” for the active company and search for the existing record before adding a new entry. Compare name, tax identification, address, country and payment details with the documents. For an existing item, select the row and ch…
• Customers …financial and accounting document rules 10 September 2026 Prepare contract or order and customer identification 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 “Customers” for the active company and search for the existing record before adding a new entry. Compare name, tax identification, address, country and contact details with the documents. For an existing item, select the row and ch…
• Delivery addresses: add and edit from the form Delivery addresses: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare order and delivery instructions confirmed by the customer. 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 …
• Agents: add and edit from the form Agents: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare approved commercial allocation and responsible persons' 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 “Age…
• Items: controlled addition and editing Items: controlled addition and editing Add or correct a product or service in a separate form without editing the table cells directly. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare the product or service sheets and the purchase or sales documents that support the corrected data. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the compa…
• Item and service types: add and edit from the form Item and service types: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare company classification policy for products, services and goods. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regi…
• Item groups: add and edit from the form Item groups: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare internal classification of products and services. 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 groups” fo…
• Warehouses: add and edit from the form Warehouses: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare organizational documents and goods records by depot or business location. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime…
• Branches …ing historical documents. The company has a registered office and a business location. Check each record’s name and address, and choose the actual location for operations. A new location in Catalog does not itself fulfil the company’s registration formalities.
• Vehicles …eptember 2026 Prepare vehicle identity and registration certificates, ownership or usage documents and insurance policies. 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 “Vehicles” for the active company and search for the existing record before adding a new entry. Compare registration number, characteristics and expiry dates with the documents. For an existing item, select the row and choose “Edit…
• Routes: add and edit from the form Routes: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare itinerary and substantiated travel distances. 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 “Routes” for the active c…
• Contract types: add and edit from the form Contract types: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare approved templates and commercial rules for company contracts. 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 …
• Operation types: add and edit from the form Operation types: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare supporting document and economic classification of the transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.…
• Types of documents: add and edit from the form Types of documents: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. 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 the purpose for which it was issued. 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 rates: add and edit from the form VAT rates: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare transaction documents and legal basis for the rate applicable at the tax point. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting r…
• Cost centers: recording and allocation … or parent. Check whether the center already has allocations. To preserve history, correct only its name or create a justified new center and use it for future operations. A result or allocation is incorrect. First check the document and amount to allocate. If the source is correct, open “Allocations”, choose “Correct” for the confirmed allocation and check centres and amounts before “Confirm corrective version”. For a reversed entry, the original allocation remains in its period's history; allocate the correction …
• Profit centers: recording and allocation … or parent. Check whether the center already has allocations. To preserve history, correct only its name or create a justified new center and use it for future operations. A result or allocation is incorrect. First check the document and amount to allocate. If the source is correct, open “Allocations”, choose “Correct” for the confirmed allocation and check centres and amounts before “Confirm corrective version”. For a reversed entry, the original allocation remains in its period's history; allocate the correction …
• Currencies and exchange rate checks: add and edit from the form Currencies and exchange rate checks: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare document in the original currency and source of the applicable exchange rate. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's leg…
• Employees: adding, editing, and payroll details Employees: adding, editing, and payroll details Prepare the person’s details before the contract and correct each employee in a separate form. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D112 — instructions applicable from July 2026, Order 605/95/928/2314/2026 ANAF — D112 versions by reporting month ANAF — tax obligations calendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 I…
• Employment contracts: the version applicable to the month … amendments. Hiring, suspension or termination documents, as applicable. Documents for deductions and dependants' 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. Check that the employee exists and verify their identity. Employees In “Employment contracts”, use “Add contract” for a person without a contract. For a current contract, select the row and choose “Edit row details” in its details and o…
• Trial balance …documents and correct differences at the source. Balances and movements The net balance relationship is: closing balance = opening balance + debit movements − credit movements. A net debit balance is positive and a net credit balance is negative; check the separate debit/credit presentation in the report. For an opening debit balance of RON 1,000, debit movements of RON 300 and credit movements of RON 200, the closing balance is RON 1,100 debit. Reviewing the report Search and filters change the displayed rows; fil…
• Account sheet …ening balance and includes only the company's posted entries in accounting order: balance after transaction = opening balance + cumulative debits − cumulative credits. For the net balance, a positive value is a debit balance and a negative value is a credit balance. Search and filters narrow the displayed rows without recalculating the balance. Open the entry explaining the first difference and compare the document, account and date before preparing a correction. Comparison with documents With an opening debit bala…
• the big book …documents and correct differences at the source. Balances and movements The net balance relationship is: closing balance = opening balance + debit movements − credit movements. A net debit balance is positive and a net credit balance is negative; check the separate debit/credit presentation in the report. For an opening debit balance of RON 1,000, debit movements of RON 300 and credit movements of RON 200, the closing balance is RON 1,100 debit. Reviewing the report Search and filters change the displayed rows; fil…
• Journal Register …0 invoice has a posted entry, while another entry remains a draft. In the register, check the chronology and final entries, and review the draft separately. An operation in progress must not be treated as a final record.
• Inventory register: tracking stock movements: checking and explaining amounts …financial and accounting document rules 10 September 2026 Prepare stock receipt, issue, transfer and adjustment documents. Check the active company, period and editing permission before any confirmation. Follow only 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 ‘Inventory register: tracking stock movements’, compare item, warehouse, quantity,…
• Supplier situation: checking and explaining amounts …nd accounting document rules 10 September 2026 Prepare received invoices, payments, corrections and balance confirmations. 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 ‘Supplier situation’, compare documents, due dates, amounts payable, allocated pay…
• Customer situation …firmed 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 accounting document rules 10 September 2026 Prepare issued invoices, receipts, reversals and balance confirmations. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company…
• Procurement Overview: checking and explaining amounts … financial and accounting document rules 10 September 2026 Prepare purchase documents, goods receipts and relevant orders. 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 ‘Procurement Overview’, compare items, suppliers, quantities and receipt values wi…
• Sales Overview: checking and explaining amounts …34/2015 — financial and accounting document rules 10 September 2026 Prepare invoices, deliveries and correction 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 ‘Sales Overview’, compare items, customers, quantities and sales values with the s…
• Consumptions Overview: checking and explaining amounts …ial 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 ‘Consumptions Overview’, compare items, warehouses, quantities and consumption val…
• Item ledgers: checking and explaining amounts …s and 3 outgoing units after the 10-unit opening balance. The supported closing balance should be 12 units. If it shows 17, find the first duplicate receipt or operation explaining the difference.
• Low-value asset status: checking and explaining amounts …ccounting document rules 10 September 2026 Prepare documents for putting assets into use, handover, transfer and disposal. 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 ‘Low-value asset status’, compare assets, quantities, users or usage locations and…
• Production Overview: checking and explaining amounts …nd accounting document rules 10 September 2026 Prepare completed orders, actual consumption and finished goods deliveries. 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 ‘Production Overview’, compare produced quantity, cost, consumption and losses wit…
• SGR Packaging Overview: checking and explaining amounts …5 — financial and accounting document rules 10 September 2026 Prepare tax documents and deposit-bearing packaging 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. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘SGR Packaging Overview’, compare packaging, document, direction, quantity and dep…
• Management report …634/2015 — financial and accounting document rules 10 September 2026 Prepare warehouse receipt, issue and transfer 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 ‘Management report’, compare opening balance, receipts, issues and closing bala…
• Orders Overview: checking and explaining amounts …5 — financial and accounting document rules 10 September 2026 Prepare orders and related delivery and invoicing 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 ‘Orders Overview’, compare item, ordered quantity, deadline, delivery and uninvoic…
• Stock situation …4/2015 — financial and accounting document rules 10 September 2026 Prepare item records, movement documents and inventory. 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 ‘Stock situation’, compare quantity and value by item and warehouse with the suppo…
• Managerial situations: checking and explaining amounts …inancial and accounting document rules 10 September 2026 Prepare the period's reconciled accounting registers and reports. 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 ‘Managerial situations’, compare cash, margin, costs and business trends with the …
• Receipts and payments journal for single-entry bookkeeping …ransaction list’, check the receipt or payment date, direction, amount and document. Separate transfers between own accounts from business income and expenses. Operations list Compare register rows with bank and cash records. An unpaid issued or received invoice must not be confused with an actual movement of money. For tax computation, check each expense's deductibility and supporting evidence, depreciation and amounts that are not taxable income. Continue to the Single Tax Return and check the official form. Sing…
• Checking the ledger before recording and reporting …5 — 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 ‘Control’ in the General Journal and check periods, mappings and entries for the active company. Check accounting periods and rules before preparing sources. Accounting periods perioade Accounting mappings mapari Finalise sources a…
• Account Mappings … 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 ‘Account Mappings’ and identify the document or rule requiring review. Compare debit and credit accounts, workflow and effective interval with the documents before confirming. Check the rule valid on the document date. Changing fut…
• VAT Mappings …ncial 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’ and identify the document or rule requiring review. Compare eligibility, deduction percentage, pro rata, regime, tax point and exchange rate with the documents before confirming. Confirm each document's treatment acc…
• Document type mappings …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 ‘Document type mappings’ and identify the document or rule requiring review. Compare document type, direction, currency and treatment used in the exchange file with the documents before confirming. Check invoices, delivery notes, t…
• Partner Mappings …o. 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 identify the document or rule requiring review. Compare extracted identity and selected customer or supplier with the documents before confirming. Compare the tax ID, country and name before confirming. Do no…
• Item mappings …34/2015 — 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 the document or rule requiring review. Compare extracted line, selected item, code and unit of measure with the documents before confirming. Confirm that the product and unit of measure are truly equiva…
• Management mapping …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’ and identify the document or rule requiring review. Compare extracted name, selected warehouse, code and record type with the documents before confirming. Check the goods' actual location and the warehouse used…
• Accounting Home …of 0 and minus VAT balance. Reconcile these values with return balances and adjustments; they do not by themselves represent the final D300 amount. Viewing tables and editing rights In tables offering these controls, find the record using Search and narrow the selection using Filter. Displayed columns retains the mandatory column, and the header allows sorting. Per page starts at 30 results and accepts between 1 and 500. To find an important item again, use Pin to top or Highlight from the row selection. Pins and h…
• Accounting period review …Check the downloaded file and import it into the receiving application; it does not represent data already sent to SAGA or ANAF. An expected document is missing from the open period. Check the company, document date and table filters. For an undated or still unconfirmed document, check the source in Documents before uploading it again. Factura este în listă, dar lipsește din arhiva descărcată. Ce verific? Controlează intervalul transferului, firma și data folosită pentru încadrare, apoi starea documentului. Arhiva …
• Accountants …ns. Collaborator permissions Search for the accountant by name or email and check access status. View only allows consultation; View and edit allows authorised operations in the selected applications. Open Permitted applications and grant only the access needed for the engagement. Changing and withdrawing access Check the identity before saving different permissions. For an editing request, Accept or Decline refers to the accountant on that row. Withdraw access ends the collaborator's access to the company; company…
• Managed company …re the name, CUI, Trade Register number and address with the documents you will review. The details are available for viewing only. The right company for every operation The displayed permission shows the level of the active engagement. If you work for multiple companies, verify the identity after each company switch and before uploading, changing or confirming a document. If the document belongs to Companie U2 SRL but the page shows another CUI, first select the correct company. Do not adapt the document's details…
• Reports — Invoicing Reports — 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 pr…
• Reports — Accounting records Reports — Accounting records Compare income, expenses and the result from posted journal entries. The result from the general journal Income = credit − debit in class 7 accounts. Expenses = debit − credit in class 6 accounts. Result = income − expenses, including taxes already recorded as expenses. Entries posted in RON are included on their posting date. Drafts are excluded from the calculation. Income and expense closings generated in Fluxe and their reversals are excluded; check warnings for closings that cannot…
• Reports — Payroll and human resources Reports — Payroll and human resources Compare salaries and employer cost from confirmed or closed payrolls. Confirmed payroll values For the standard payrolls included: gross = net + CAS + CASS + income tax. Contributions and tax = CAS + CASS + income tax + CAM. Employer cost = gross + CAM. Drafts and payrolls requiring review are not treated as confirmed values. Eligible monthly payrolls are added together for a quarter or year; the report does not confirm salary payment or replace D112 review. Period and comparis…
• Reports — Tax advice and optimisation …ive value at the end of the period − previously confirmed cumulative value, for the same starting date and tax regime. Cumulative tax due = maximum(tax before credits − confirmed tax credits, 0). The microenterprise and corporate income tax bases remain separate. The report uses confirmed calculations and flags periods with incomplete evidence; it does not change tax classification or automatically apply optimisation measures. Period and comparison Choose the interval and grouping by month, quarter or year. Compare…
• 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…
• Sources of the tax compliance report Sources of the tax compliance report Review the documents and VAT treatments explaining the selected indicator. VAT indicator sources Open the list from the report for the same period and indicator. Compare the document, value and treatment status. A source with treatment awaiting confirmation must not automatically be considered deductible. Each document's treatment Compare the invoice and transaction type with the company's tax registration for that period. Check chargeability and the exchange rate for foreign cu…
• Calculations in the tax report Calculations in the tax report Compare the confirmed calculations explaining the tax base, credits and period tax. Calculation regime and period Check each calculation's regime, interval, rate, base, credits and tax. The indicator filter narrows the list to calculations contributing to the value under review. Do not mix microenterprise and corporate income tax bases. Cumulative values and period contribution Open the tax calculation for confirmed explanations and adjustments. Compare only calculations with the same…
• Cost centers — Distributions Cost centers — Distributions Allocate amounts from posted accounting lines to centres and retain separate versions for corrections. Allocating an accounting line Choose the period and filter by To allocate. Open the journal entry to check the transaction, then use Allocate. Select the centres and enter exact amounts in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each it…
• Cost centers — Result per center … 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 a difference, check the interval, centre and current allocation. Correct the allocation through a substantiated version, then return to the result. Open allocations Open allocations distributii The centres' total differs …
• Profit centers — Catalog …niturile activității respective. Verifici codul și ierarhia înainte de salvare și eviți o a doua poziție pentru aceeași activitate. Denumirea centrului nu transformă veniturile distribuite în profit net.
• Profit centers — Distributions Profit centers — Distributions Allocate amounts from posted accounting lines to centres and retain separate versions for corrections. Allocating an accounting line Choose the period and filter by To allocate. Open the journal entry to check the transaction, then use Allocate. Select the centres and enter exact amounts in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each …
• Profit centers — Result per center …ion. Correct the allocation through a substantiated version, then return to the result. Open allocations Open allocations distributii The centres' total differs from the known amount. Check interval coverage, centre type and filters. The result includes eligible confirmed allocations, rather than every company document or draft entry. Suma centrului de profit este profitul net al activității? Verifică indicatorul: această pagină urmărește veniturile distribuite pe centre de profit. Pentru rezultatul activității com…
• Expense reimbursement requests …If you withdraw a request already converted into an expense report, withdrawal does not cancel the report, journal entries or payments. Open the expense report from Requests for an explicit correction and check confirmed effects separately. The accounting document and request correction Link accounting document associates the verified document with the corresponding item. Associate it only if identity and values match; the total and personal amount are retained. The association does not create entries or payments. …
• Expense report access …ink 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 and manager use only requests they can access in that company. Accepting an expense report invitation does not grant gener…
• Currency revaluation …. The official archive accounts for publication days, including public holidays without a published rate. If the year's archive is missing, only the exact rate from the indicative date may be used; an older rate does not automatically replace it. Check warnings before generation. Updating the archive does not recalculate or modify posted entries. Monetary items and historical balance The balance includes posted entries and reversals recorded up to the end of the selected month; a later reversal does not remove the …

Archive

• Organise and find files in Archive …ose September and the contracts folder. For a new project, check the current location before creating a folder. Check and download selected files Recover files from trash or permanently remove them
• Check and download selected files …ck documents and download the selection. If there are 40 results and 20 on screen, Select all includes all 40. Organise and find files in Archive Recover files from trash or permanently remove them
• Recover files from trash or permanently remove them Recover files from trash or permanently remove them Check deleted documents and choose restoration or permitted permanent removal. Trash can Move to trash temporarily retains recovery. Ordinary files are kept for 7 days unless permanently 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 recor…

Billing

• Invoice creation …ice, then use Preview and issue. The invoice remains a draft until you confirm issuance from preview. Compare customer details, line items and total; return to editing before issuance if needed. After checking, use Issue document in the preview. The invoice receives its number from the selected series and can no longer be edited directly. Issuing is separate from sending it to the customer or ANAF. Emiți factura din aplicația de telefon sau tabletă Pentru a factura direct din aplicație, deschide Emite și alege Fact…
• Drafts in Billing …date. Open the preview, continue editing if needed and issue only after checking. Also check Issued documents before issuing again if you already confirmed the operation. The customer says they did not receive the invoice. What should I check? Find the document in Issued documents and check the recipient’s address and sending result. If it is still in Drafts, check and issue it before sending. Resend the existing invoice when needed; do not issue a new one for the same sale.
• Issued documents … you can compare them with the displayed document. From Menu, open Document details, print, share or download the document. For receipts, corrections and other operations, use actions available in the document list or page. Share opens your device’s options; Download saves the PDF separately. With Signing access, Sign and Request signature are available for all document types, including delivery notes, goods receipt notes (NIR), consumption notes, receipts and payments. Sign opens the selected document to add your …
• Collections and receipts …ed a receipt twice. What should I check before correcting? Compare receipt documents with the statement or cash evidence and identify invoice allocations. Check for two operations for the same payment and use the available correction. Review invoice balances afterwards; do not offset the mistake with another fictitious receipt.
• Payment orders …es. 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 transfer and statement s…
• Customers in Billing …odificarea datelor clientului nu rescrie facturile emise. The partner has a new address. Does an 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…
• Product and service catalog …item displays Unlimited and is not deducted when documents are issued. The status reaches a WooCommerce store only if the stock direction and sharing allow the operation. Displays products synchronized in eMAG and allows you to explicitly choose which product enters the Nomenclature. You choose the category, work point, and warehouse, you can correct the name, code, and initial stock, then confirm the agreement. The product becomes visible only after confirmation. Open the official form for publishing the product o…
• Billing settings and the ANAF connection …s In Settings → Numbering series, check the document type, prefix and starting number. The final number is allocated at issuance; a draft does not reserve it. For types offering No series, automatic numbering can be used. Cash receipts retain a mandatory numbering series. In Document series, choose Create a series, enter the document type, series and starting number, then Save series. The card retains the creation date and starting number, shows the next number and issued document count, and provides Download decis…
• Billing reports …s Compare 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 curr…
• Incoming invoices Incoming invoices Find supplier invoices from SPV or uploaded and scanned files and use the original when a duplicate is detected. In Billing → Incoming invoices, find supplier invoices for the current company. The list combines invoices retrieved from SPV with those identified in uploaded or scanned documents. Search supplier or invoice number and use the SPV or Uploaded / scanned source to narrow results. For an invoice in a file, use Upload invoice; for a paper document, use Scan. Continue in the document additi…
• SPV messages … response in the transaction file and check the associated document before correcting or resubmitting anything. You read the ANAF response matching the company and operation and retained supporting evidence. The chart's message count alone does not confirm invoice acceptance. e-Factura is connected, but general correspondence is not retrieved. Check Certificate for SPV messages separately: the file must include the private key, the password must be correct and the certificate must have company rights. e-Factura aut…

Calendar

• Check documents and due dates for a day or month …y and Agenda are separate so you can consult needed information without losing the selected period. Month shows documents grouped by day; Activity always shows operations and sign-ins for the selected day, including with Month documents. Document date may differ from upload, change or due date. To review narrows the period's documents to those requiring data checks. Not sent to SPV tracks invoice submission, while Overdue and Due today open due dates relative to the current day. Data approval does not prove SPV sub…
• Correct a document date in Calendar …e before moving the document to another day. Documents Date correction is useful for an uploaded document appearing on the wrong day. If the chosen day differs from detection, the document retains its review flag. A Calendar change does not rewrite a Billing invoice's issue date. Compare the date with the original and save the correction The legible original and uploaded document to correct. Find the document and open the original. Identify issue date without confusing it with due date or payment date. Use Change d…
• Check daily activity and recover a deleted document Check daily activity and recover a deleted document Track changes, export activity and restore documents still recoverable. Account activity Activity shows operations on the selected day in both Day and Month modes. Relevant activity prioritises operations useful for review; All actions includes the full day's history. For document corrections, compare Before and After values. Sign-ins appear separately and can be viewed on request. Repeated downloads and updates may be grouped. Expand the group to check each opera…

Customer support

• Send a support request with relevant documents …lable to support. Several documents have the same name. Use the document ID from its details or preview. Check the selected item before sending and specify the operation concerned. I am unsure whether the request was sent. Check Support by subject and time and open the result before resubmitting. If the form shows errors, correct indicated fields and retry once. For an invoice that will not download, write “I cannot download invoice F 101”, specify page and time and select the document by ID. Attach the message scr…
• Track replies and close a resolved request …cribe the result and add useful new information. Use Send reply in the same ticket and check that the message appears in the conversation. After confirming the operation works, use Close. Keep the solution history; for a different problem, open a separate request. The conversation retains clarifications and the request closes after resolution is checked. It is not resolved yet. Should I send a new ticket? Check status and latest reply in the existing request. Complete requested information there; a duplicate ticket…

Customers

• Identify the business partner and update contact details … the record. Before issuing a new document, recheck the business partner and details transferred to the form. The correct business partner can be used in future operations while preserving existing document history. Two companies have almost the same name. Compare tax identifiers, addresses and documents. Do not change one company's identity into the other's or create another record without checking existing origins. I changed the address, but the old invoice shows the previous address. Issued documents retain deta…
• Elimină un contact fără să pierzi documentele … asociate este eliminat; dacă are documente, este scos din lucru, iar documentele și legăturile lor rămân păstrate. Verifică fișa înainte de eliminare Drept de editare pentru firma curentă și fișa contactului pe care vrei să îl elimini. În Clienți, caută partenerul și deschide fișa. Compară numele, identificatorul fiscal și adresa înainte de eliminare. Pe computer, folosește Șterge din fișa contactului. În aplicația de telefon, deschide Aplicații → Clienți, intră în fișă și alege Elimină din listă. Verifică numele …
• Check a customer's documents and sales … same currency. Open the invoice, credit note or receipt explaining a difference. Use Download customer statement and choose the period. Check interval, document types and transaction currencies in the PDF before sending. Pe telefon, deschide Aplicații → Clienți, intră în fișa partenerului și alege Fișă PDF. Selectează intervalul sau Toată perioada, apoi Descarcă PDF și alege destinația din meniul sistemului. You have a checked customer statement and can explain differences between sales, corrections and receipts. …
• Import contacts and export the required list … 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, then Download Excel. Check contact types an…

Documents

• Uploading supporting documents …duplicate records? Compare the supplier, number, date, currency and total, then preview the originals. Keep the complete document and check approval and linked operations before removing the copy. Two files of the same invoice do not justify two purchases.
• Document scanning …duplicate records? Compare the supplier, number, date, currency and total, then preview the originals. Keep the complete document and check approval and linked operations before removing the copy. Two files of the same invoice do not justify two purchases.
• Find information in your account …ument. Use the review action when the document needs corrections, or open the issued document in its application. Download and print are directly available; other operations are in More actions. Check the document and recipient before signing or sending, and the original before moving a copy to trash. In Related documents, follow an invoice and its credit note, an invoice and its associated payment received, a paid pro forma invoice and its associated tax invoice, or a source document and signed copy. The list appe…
• Checking extracted documents …oid duplicate records? Compare the supplier, number, date, currency and total, then preview the originals. Keep the complete document and check approval and linked operations before removing the copy. Two files of the same invoice do not justify two purchases.
• Document reports …ted period and do not automatically include every uploaded file. Then choose the appropriate financial report. In All report data, search displayed values, sort from headers and select visible rows for Pin to top, Highlight, Copy or Export CSV. XLSX, CSV and PDF exports retain the complete period report. Ai trei documente De validat, dintre care unul Necesită atenție, și două facturi emise în Facturare în luna aleasă. Mai ai de verificat trei documente în total, nu patru: documentul care necesită atenție este deja …
• Document validation … 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 used for accounting records; validating a contract or other supporting document does not create a journal entry. Uploading supporting documents Document scanning Checking extracted documents You have an unvalidated August invoice and September receipt. Document validation can show both, regardless of the selected accounting month. Check each …

Notes

• Keep an activity's context in notes …ails to review or questions for the accountant. After saving the note, check completed activities directly in the list; each checkbox saves immediately. In the editor, press Enter for a new item and Enter on an empty item to continue with normal text. Bold, lists and links help find reference points. The draft keeps unsaved text in the current tab. After reloading or returning to the same tab, choose Resume draft. Save before closing the tab or changing device; unsaved attachments must be selected again. Discard dr…
• Schedule and snooze note notifications …time. Check displayed date and time before confirmation. Choose Repeat and check whether the activity is one-off or recurring, then press Confirm. For a new or edited note, also press Save to retain note and notification. Check the displayed deadline. For additional time, choose Snooze one hour and check the new deadline. For another date, reopen notification and confirm. To stop, choose Remove notification and Confirm; also save the note if editing it. The note has the required deadline and repeat settings, or fut…

Seller Central

• Operations needing attention Operations needing attention Find unconfirmed operations and continue checking them in the correct store. In Seller Central, open Needs attention. Compare the store, record and date; unconfirmed results appear first. The Module filter narrows the list to eMAG or WooCommerce. Open the operation and check the result on the module's page. A submission with an unconfirmed result may already have been applied in the store; check the status before submitting again. For example, order 784 has an unconfirmed result at Atel…
• Managing Seller Central stores …ch module, check the connection, invoicing rules and first import result. For existing stores, compare the connection status, last synchronisation and number of operations needing attention. A connection that has been created but not checked does not confirm data retrieval. For example, Atelier U2 has an eMAG store and a WooCommerce store. Choose Connection for the required store and check its rules. Enable shared stock only after precisely matching products with the Fluxe product catalogue. The store is connected,…
• Searching store orders and products …ară modulul și numele magazinului afișate lângă rezultat, apoi deschide înregistrarea exactă înainte de modificări. Același cod nu identifică singur magazinul. Operations needing attention Managing Seller Central stores
• eMAG …ck? Compare the selected module and store, connection and latest synchronisation. Activating access does not itself load every order and product. For a missing operation, check store features before another payment or connection. Operations Importing eMAG products Generating an eMAG shipping label Sending a product to eMAG Checking an eMAG price schedule Checking an eMAG pricing rule Analysis Checking eMAG actual profit Tools eMAG calculators eMAG profit calculator eMAG supplier product lists Analyzing products fro…
• WooCommerce …ck? Compare the selected module and store, connection and latest synchronisation. Activating access does not itself load every order and product. For a missing operation, check store features before another payment or connection. Orders WooCommerce orders Organising WooCommerce orders WooCommerce parcels and returns Automating WooCommerce order preparation WooCommerce warehouses and procurement WooCommerce customer subscriptions WooCommerce customer requests Creating WooCommerce orders WooCommerce stock Checking a …

Tools

• Urmărește traseele GPS ale vehiculelor …traseele. Fiecare mașină are propria culoare, iar liniile suprapuse sunt separate vizual. Alege cardul mașinii pentru poziția sa și deschide marcajele pentru informații. Poți urmări actualizările și din detaliile unei curse active. Finalizează cursa cu kilometrajul de la bord. În Curse finalizate, deschide cursa pentru a vedea drumul GPS salvat, opririle și pauzele. Distribuie harta păstrează traseul și marcajele în imagine. În Profilul meu, la Cine poate vedea fotografia, alege Doar administratorul firmei sau Admi…
• Find the right tool …dul respectiv, apoi fixează noul instrument. Poți păstra maximum cinci instrumente fixate. Find and pin tools Search for an activity, for example contract, net from gross or convert Word. Reset search to see all available tools again. Use Pin to top on a tool card to keep it at the start of the list. Pin up to five tools. Use the same command again to unpin. Urmărește traseele GPS ale vehiculelor
• Tax calculator Estimate tax and contributions for PFA sole traders and companies, based on the tax regime and the information entered.
• File converters File converters Document conversion Convert a document to another format
• Document templates Prepare contracts, quotations, requests and other documents from templates. Fill in the details and download the document.

Instrumente · Document templates

• Creating and tracking documents …handover and access withdrawal on termination. For External occupational prevention and protection (SSM) service agreement, check authorisation, activities undertaken and cooperation with responsible company personnel. The external service may provide general introductory training; workplace training belongs to the direct supervisor and periodic training to the workplace manager. The contract does not replace statutory internal people or services. Establish documents, visits, reports and follow-up measures without …
• Decisions and numbering series … 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 misconduct, provisions breached and reasons for rejecting the defence; for other templates, …

Instrumente · Document transfer

• Send documents through a PIN-protected link …hoosing email delivery, confirm the address before creating the transfer. The PIN is generated automatically unless you enter a custom one. Copy the link and PIN from the created transfer. The recipient enters the PIN before downloading files. For confidential documents, send the PIN separately from the link. In My transfers, search by title or recipient and filter by type, status and period. Active links shows transfers still allowing access. Open the transfer and close the link when documents no longer need acces…
• Request documents through a link …ou review and confirm import. Preparation does not approve documents or automatically record them in accounting. I cannot save a file to Archive. Check Archive edit permission, available space and the file's message. A file can be at most 100 MB in both Transfer and Archive. An accepted ZIP archive is retained as a ZIP file. The received file stays in the transfer if saving fails. I deleted the Archive copy. Does retrying recreate it? No. The transfer retains the save record and does not create a new copy on retry.…

Instrumente · Electronic Signing

• Semnarea electronică cu certificat … Nu introduce PIN-ul în browser și nu îl trimite altor persoane. Semnare Electronică acceptă PDF-uri care pot fi previzualizate și semnate direct în Fluxe Sign. Formularele inteligente XFA care necesită un program extern sunt excluse de la import și semnare. Încarcă numai documente PDF compatibile; programul verifică structura fișierului înainte de pregătire. Descarcă rezultatul numai după mesajul Semnat și validat. Dacă trimiterea nu este confirmată, verifică starea sau retrimite aceeași cerere; nu porni o semnare…

Instrumente · File converters

• Convert a document to another format …or sharing. An active Business plan is required for this activity. Conversion files are private and separate from Archive and Documents. Fluxe retains only the operation record, without filename or content. The original and downloaded copies remain on your device. A PNG image can become a PDF to send as a document. A multipage PDF can produce an image for each page. The desired format is unavailable? Choose a conversion offered for the file. A scanned PDF does not automatically contain text or spreadsheet cells, an…

Instrumente · Handwritten signature

• Document signing …till valid. A sent request does not mean the document has been signed; open the request to check its status and deadline. Sign in your account Open the document from Documents, Calendar, Billing or Archive and choose the in-account signing action. For a new file, first upload it through Add documents in the + menu, then start signing from the saved document. Check the selected version; the original remains available. Draw your signature or choose a saved one. Check the page, position, size and orientation so the si…
• Signing drafts … the cards to find the appropriate documents. Select visible documents to Pin, Highlight, Copy, or Export CSV. Per page starts at 30 results and accepts values from 1 to 500. To save time, use Preview to review the document without downloading it. Continue signing from Documents to sign after reviewing it; preview does not change the document. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signed documents Archive Trash for si…
• Signed documents …te document card. In Signing history, check the latest document version, the people who signed, and the time of each signature. For another signature, continue from the latest signed version so the previous signatures are preserved. Documents signed in your account or externally can be deleted from Signing. In Signing history, review the document and confirm moving it to Trash; active links are closed. To remove it permanently, open Archive, choose Trash, select the document and confirm Permanently delete. Download…
• Archive Trash for signing documents Archive Trash for signing documents Find documents deleted from Signing in Archive and restore them without reactivating closed external links. Documents deleted from Signing are in the single Archive trash. Open Archive, choose Trash, select the document and use Restore. Restoration brings the document and its versions back to Signing history without reactivating closed external links. Documents signed in your account or externally can be permanently deleted from Archive Trash: select the document, choose Permanen…
• Saved signatures …ment is already finalised, check the version and recreation workflow before signing again. Can I request another signature on an already-signed document? Start from the latest signed version available in Signing history, check existing signatures and the next recipient. Preview the document before the new request. Using the unsigned original may produce a separate version without earlier signatures. Preparing the signature for reuse Open Saved signatures and check the signature you want to reuse. Prepare or select …

Instrumente · Legislation 2026

• Check a situation under Romanian law …ates may be missing; check the version in force and exceptions before applying it. AI explanation is optional. Ask about copyright in Romania, read the article from Law 8/1996, then search contract terms and open the template to complete it. Also ask about accounting, ONRC, ANAF, road traffic, financial legislation, SPV, e-Factura and e-Transport. No relevant legal basis found? Specify the act's name, article, situation and date. If the collection lacks the required provision, check the official source or ask a spe…

Instrumente · Risk analysis

• Analyse a company's financial risk …nța firmei. View loaded years and choose the year of interest. Use Load year for a specific financial year or Load all remaining years for the history available from the source. În Concluzie pentru colaborare, compară semnalele din bilanț cu verificările oficiale și cu informațiile care lipsesc. Deschide Calcul și explicație pentru formula cu sumele firmei și sensul fiecărui indicator. Alege intervalul graficelor și anul urmărit; concluzia actuală folosește cel mai recent bilanț încărcat, nu un an istoric ales pent…

Instrumente · Tax calculator

• Estimate taxes for your activity …or other income, income tax is RON 5,985, CAS RON 12,150 and CASS RON 8,000. RON 53,865 remains annually. Microenterprise or standard-income assessment missing from comparison? Check eligibility answers, personnel costs, linked-enterprise figures, previous-year receipts and local standard income. I do not know does not confirm tax entitlement. Calculated net differs from desired income? CAS and CASS can increase at thresholds. Net-to-gross calculation finds the lowest gross amount ensuring at least the requested ne…
• Estimate tax interest and penalties …penalty and total. Compare the result with the decision and tax records before payment. Calculating the result Interest = principal in RON × 0.0002 × calendar days from the day after the due date through settlement date inclusive. Ordinary penalty = principal in RON × 0.0001 × the same days. Non-declaration penalty = the lower of principal in RON × 0.0008 × days and principal. No ordinary penalty is added. With the statutory 75% reduction, the capped non-declaration penalty is multiplied by 25%; interest remains pa…
• Check CAS and CASS for annual income …right has its own salary and pension exceptions, which do not automatically exempt PFA, rent or dividends. Contributions already withheld/paid are not deducted from the estimate. Foreign income, copyright under actual income assessment, tourist accommodation and foreign social insurance require separate checks. Ion Popescu has self-employment income and dividends. He enters the two categories separately and compares CAS, self-employment CASS and passive-income CASS before preparing the return. You have a salary, bu…
• Check an expense's deductibility …or business travel, enter transport and accommodation only. Check result, conditions and legal basis. For sponsorship, separate non-deductible expense from tax credit; under microenterprise/standard-income assessment, do not treat the expense as reducing the income/standard-income base. Calculating the result Deductible business entertainment in RON = min(expense; max(0; 2% × statutory base − entertainment already deducted)). For a company, base = accounting profit + corporate income tax + business entertainment; f…

Seller Central · WooCommerce

• WooCommerce connection …ly review synchronisation results and retrieved order or product data. After changing the key, disconnecting or deleting, check connection status before any store operation.
• WooCommerce overview and synchronisation WooCommerce overview and synchronisation Track the store's latest update and check differences before continuing operations. Prepare the order, product or other permitted operation's details before sending them to the store. Check each line and confirm the data you are sending. Fetch the store's orders, products and customers. 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 l…
• Invoicing WooCommerce orders …ily work, choose the orders or products page or the report you need; always check the selected store and period. WooCommerce orders Checking a WooCommerce order Editing a WooCommerce order Refunding a WooCommerce order Configure a pro forma invoice on ordering and an invoice after confirmed payment if you choose these automations. Check the series, tax treatment and message sender, and review an order and its documents before regular use. The order and invoice are separate records. An order has a pro forma invoice …
• WooCommerce statistics …d Analytics page. Choose the period, comparison, currency and grouping for store analysis. Each selection updates the 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 …
• Configuring WooCommerce statistics …r a custom interval. Progress appears in Settings → Synchronizations without duplicating existing records. 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. WooCommerce statistics WooCommerce revenue Analyzing WooCommerce orders You want to compare two complete …
• WooCommerce orders …rrect only incorrect information and separately check invoices and shipping documents already prepared. Confirmation has an unclear result. Should I repeat the operation? Open the exact order in the store and check its status, changes and existing refunds, then the synchronisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, two refunds or two changes for the same request.
• Organising WooCommerce orders Organising WooCommerce orders Prioritise order preparation, track deadlines and assign work. Select the store and open Orders → Order operations. Filter by preparation, priority, assignee, label or blocker. Overdue only helps you find orders that need attention. From the order menu, choose Preparation and history. Enter the assignee, priority, deadline in the store's time zone and, if applicable, the blocker reason. Save the preparation details; history retains the changes. For multiple orders, select the rows and …
• WooCommerce parcels and returns …dispatch, Publish tracking to store adds the courier and tracking number to the customer's WooCommerce account. Check the confirmation in Synchronizations; this operation does not issue a new shipping label. Receive the customer's request through a link In Returns, choose the order and its established return period. Create customer return link generates a link limited to that order, valid for at most seven days and within the selected period. Copy the link for the customer; Revoke link stops future requests through…
• WooCommerce costs and analysis … and currency. The period selects orders by their date in the store's time zone; later refunds are attributed to the original order. From the order menu, choose Edit costs. Enter the cost of goods consumed, shipping, payment processing, packaging, other costs and return costs in the order currency. Use costs after deducting recoverable VAT. For goods recovered from a return, adjust the cost of goods and explain the reason. Leave an unknown cost blank; enter 0 only after checking that the cost does not apply. The re…
• Automating WooCommerce order preparation …ders placed from now on. The same version applies only once to each order, and results appear in Automation history. Pause the rule to stop future applications. Editing and saving it returns it to paused status for checking again. 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…
• WooCommerce warehouses and procurement …warehouses and procurement Confirm quantities, reserve products and track store procurement. In Orders → Warehouses and procurement, open Warehouses and add the operational warehouse. Confirm the source of quantities before entering verified balances. You can link the Fluxe warehouse without automatically copying its accounting balance. In Operational stock, choose the warehouse and find the product or variation. Enter the quantity and reason for Confirm counted quantity. To move products, choose the destination wa…
• WooCommerce segments and campaigns …vation. Campaigns use Fluxe email sending when it is selected for the store. Unsubscribing and withdrawing consent exclude recipients. Pause the campaign before editing; check the audience again before resuming. A message with an uncertain result is not resent automatically. In Retention and estimates, compare customer return rates and estimated demand. A cohort groups customers by the month of their first known order with positive net revenue, separately for the selected store and currency. Return rate = cohort cu…
• WooCommerce coupons WooCommerce coupons Prepare discounts with verifiable limits and restrictions. In Products → Coupons, reload the store data. Use Add coupon or Edit from a coupon's menu to set its code, discount type and value. The percentage discount cannot exceed 100%. Choose expiry, usage limits, cart amount and email or product restrictions. Search by product name or SKU and choose Include or Exclude; selecting in the other list moves the product so it cannot be included and excluded simultaneously. Expiry applies at the end of…
• WooCommerce customer subscriptions …ng its status. This is separate from the company’s Fluxe subscription. Nu pot schimba starea abonamentului clientului. Ce verific? Review the current status and operations supported by the store connection. Check detected features and WooCommerce data before retrying. Do not assume every subscription type supports the same operation. The rule is active but did not apply to the order. What should I check? Compare the period, conditions, customer and order products with the available store rule. Check its result and …
• WooCommerce B2B customer data … 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. Tax checks and document conditions remain part of the order and invoicing flow. 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; al…
• WooCommerce feeds and catalog import …eview the file and check the values. A blank description in an included column deletes the current description. Apply the changes and track confirmation of each operation in Synchronizations; if the product has changed, preview again. 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 sele…
• WooCommerce customer requests …at should I check? Open the order and check the store update result. Request status tracks team work and does not by itself prove the order changed. Clarify the operation and shipping documents before closing. Confirmation has an unclear result. Should I repeat the operation? Open the exact order in the store and check its status, changes and existing refunds, then the synchronisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, two refunds or two ch…
• Creating WooCommerce orders …eview its details instead of recreating it. Clarify status before retrying to avoid two identical orders. Confirmation has an unclear result. Should I repeat the operation? Open the exact order in the store and check its status, changes and existing refunds, then the synchronisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, two refunds or two changes for the same request.
• WooCommerce products and variations …oduct and variation data and review changes before synchronization. Review the product's status, price, stock, images and variations before making changes. The Edit button opens the full editor, while publish, duplicate, cart, and delete actions remain on the product page. In Attributes and variations, add the product's options, then select Add variation. Choose the combination and enter its price, SKU, stock, image and other details. After confirmation, the variation appears in the table. Use Edit for details, Dup…
• Creating WooCommerce products …s page or the report you need; always check the selected store and period. WooCommerce products and variations WooCommerce stock Checking a WooCommerce product Editing a WooCommerce product A T-shirt has blue M and blue L variations with different stock. Check each variation’s code, attributes, price and quantity before creating or editing. After sending, compare the product in WooCommerce; the parent quantity does not replace stock for the ordered variation. The product’s stock seems correct, but one variation can…
• 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 stock …he report you need; always check the selected store and period. WooCommerce products and variations Creating WooCommerce products Checking a WooCommerce product Editing a WooCommerce product Variation M has 5 units, and L has 2. Check codes and current quantities before adjusting and enter the actual reason. The stock report shows the current retrieved state, even when statistics are viewed for a previous month. I selected last month, but stock does not change. Why? The stock report is current and is not limited by…
• Activating a WooCommerce store …eck the selected store, main subscription status and module payment result. Do not repeat payment when the result is unclear. In Support, specify the store and operation time without card details. The module is active, but I cannot see store data. What should I check? Compare the selected module and store, connection and latest synchronisation. Activating access does not itself load every order and product. For a missing operation, check store features before another payment or connection.
• Checking a WooCommerce order …s already entered are not replaced. Before delivering on credit, review the risk analysis to set commercial terms. Check Fluxe documents and the result of each operation in the store separately. Prepare RO e-Transport for the invoiced order After issuing the Fluxe invoice, check whether the transport must be declared and whether the company has the required SPV authorization. Enter the parties, vehicle, route, documents and transported goods. Check the details before submitting to ANAF. Track the status and UIT cod…
• Editing a WooCommerce order …ynced status and check the order in the store. Saving did not confirm synchronisation. Should I resend the change? Compare the WooCommerce order with the Fluxe operation result. If changes are already applied, do not resend them. For an unclear result, clarify the status before retrying and check linked documents. Confirmation has an unclear result. Should I repeat the operation? Open the exact order in the store and check its status, changes and existing refunds, then the synchronisation result. Clarify the result…
• Refunding a WooCommerce order …t another payment through the processor. Do not use both methods for the same amount. Choose Review refund and compare the amount, stock and payment method. The operation is sent only after Confirm and send to Woo; check the result before continuing. 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; alway…
• Checking a WooCommerce product … and compare its code, price, stock, images and publication status. For a variable product, check the attributes and the variation you need separately. Use the edit page for corrections and check the sync result. A parent product's quantity does not replace checking the stock of the variation sold. 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…
• Editing a WooCommerce product Editing a WooCommerce product Update product information and prepare to publish it in the store. Open the product and choose to edit it. Check the name, description, images, prices and publication status; for variable products, also complete and check the variations corresponding to the attributes. Check the sale price and its period before sending. Save the changes and wait for confirmation from WooCommerce before treating them as available to buyers. WooCommerce Find the guide for each WooCommerce page, from conn…
• WooCommerce brands …ntical brands. What should I check before correcting? Compare the actual identity and products linked to each record. Correct the name or links using available operations and check the store result. Do not delete a used record without checking products. 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 …
• WooCommerce tags …ct taxation. A changed tag is not yet visible in the store. What should I check? Check the selected store, submission result and linked products. Check whether editing was confirmed before another action. Do not create a duplicate tag to compensate for unclear synchronisation. 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 d…
• WooCommerce attributes …r the same attribute. Check existing products before deleting an attribute or a value used by variations. 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. Define Size with M and L values for a variable product. Check the attribute and values before creating var…
• WooCommerce reviews …store after syncing. Before deleting, check whether the review needs to be retained to resolve a request. 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. A buyer leaves a 4-star product review. Check its text, rating, product and status before moderation. Conf…
• WooCommerce customers …ected store and period. Ion Popescu’s billing address differs from his latest delivery address. Find the customer by contact and check the current order before editing details. Do not assume the saved account address is the destination for every order. The customer and an order’s buyer seem different. What should I check? Compare account identification, contact details and order addresses. A WordPress account and WooCommerce buyer may have different identifiers. Confirm the match before changing personal details. T…
• Tracking WooCommerce syncs Tracking WooCommerce syncs Check which updates have completed and which differences need clarification. Select the store and review operations by status and time. Open the operation to identify the product, order or customer concerned. For a conflict, compare the Fluxe version with the WooCommerce version before choosing. For a submission with an unclear outcome, check the store before retrying to avoid duplicating its effect. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders…
• Adding a WooCommerce store …y review synchronisation results and retrieved order or product data. After changing the key, disconnecting or deleting, check connection status before any store operation.
• Checking the WooCommerce connection …tions, open the store details. Compare the status, expiry date, and store and plugin versions before continuing the sync. Check Detected store features for the operations available through the connection. After a change in the store, run the test to check the connection again. 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…
• Testing the WooCommerce connection …ce connection key After updating the store plugin, open the connection and run the test. Compare the status, validity and Features detected in store. Resume an operation only if its required feature is available and the connection is confirmed. A feature is missing from the store. How do I check it? Review Features detected in store and the plugin version, then run the test after store changes. Use only operations available to the connection. For a missing feature, describe it and the check result in Support withou…
• Changing the WooCommerce connection key …review synchronisation results and retrieved order or product data. After changing the key, disconnecting or deleting, check connection status before any store operation.
• Disconnecting a WooCommerce store …sconnect the store and retain its data for reference. In Connections, check the store and open Disconnect store. Confirm disconnection only after reviewing the operations you still need to complete. Data imported into Fluxe remains available until permanently deleted. To remove it, use the separate deletion page for the disconnected 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 …
• Deleting a WooCommerce connection Deleting a WooCommerce connection Permanently remove an already disconnected connection and its associated operational data. Disconnect the store first. Open Permanently delete connection and check the store name and the data you need to retain before confirming. Permanently delete removes the connection and its associated operational data from Fluxe. Confirm only if you no longer need these records. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and report…
• WooCommerce sales by product …nd the product and compare the quantity sold, orders and net sales before deciding what to purchase. Check the product and its variations when quantities differ from expectations. The displayed stock is the current stock imported from the store, not the stock at the end of the analyzed period. 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…
• WooCommerce revenue …e selected currency; the order report alone does not confirm receipt of the money in your company's account. 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. WooCommerce statistics Configuring WooCommerce statistics Analyzing WooCommerce orders Gross sales are …
• Analyzing WooCommerce orders …e selected currency. Open the Orders list when you need to check payment or documents, or correct an order. 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. WooCommerce statistics Configuring WooCommerce statistics WooCommerce revenue The chosen period contains…
• WooCommerce sales by variation …s and number of orders for each variation. Check the size, color or other attributes before restocking. The variation's current stock must be checked separately from the parent product. 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 blue M T-shirt has 8 u…
• WooCommerce sales by category …omatically add category totals to obtain store sales; check the product classifications behind the result. 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 same product belongs to Office and Archiving categories. Its sale may contribute to both comparisons.…
• WooCommerce coupon usage …trictions or prepare a new discount. The report shows coupon usage in the orders included in the analysis. 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. Coupon ARHIVA reduced three orders by RON 60 in total. Check included orders, coupon type and period befo…
• WooCommerce order taxes WooCommerce order taxes Check taxes imported from store orders, by code and rate. Choose the store, currency and period in Statistics → Taxes. Compare codes and rates with the orders they come from, and check product taxes and shipping taxes separately. Total taxes = taxes on order products and fees + taxes on shipping, in the report currency. Check tax documents and your company's tax regime separately; the store report is not a tax return. WooCommerce Find the guide for each WooCommerce page, from connecting the …
• WooCommerce digital product downloads …ore and period, then find the product, file or order. Compare the access time and user when resolving a request. The list shows download access records imported from the store. To check download entitlement, review the order and the buyer's permissions. 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; al…
• WooCommerce stock overview … adjust a quantity, continue to the Stock page and check the product, variation and reason for 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; always check the selected store and period. Variation M has 5 units, and L has 2. Check codes and current quantities before adjusting and enter the a…

Seller Central · eMAG

• eMAG connection …ransmission is only for the same Fluxe item link, never just by name or SKU. Repeat verification of the already saved connection, without initiating commercial operations. The status and time of the last check are updated. Stop synchronizations and delete the saved API password, preserving operational and tax history. The connection becomes disconnected and can only be deleted through a separate action. Remove a connection that has already been disconnected. The connection is lost; if there are linked tax records, …
• Importing eMAG products …uxe. Import all synchronized products not yet linked to the Product Catalog, with consent. Existing products are not duplicated; available images are displayed from eMAG links, and eMAG stock remains separate from Fluxe stock. 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. e…
• eMAG waybills …id two shipments for the same order. The address or parcel is wrong, but shipping has started. What should I do? Check the AWB and actual courier status before editing or shipping again. Compare the recipient, handover point, weight and parcel count. Correcting saved details does not prove an issued AWB changed; clarify the shipping document.
• Activating a eMAG store …eck the selected store, main subscription status and module payment result. Do not repeat payment when the result is unclear. In Support, specify the store and operation time without card details. The module is active, but I cannot see store data. What should I check? Compare the selected module and store, connection and latest synchronisation. Activating access does not itself load every order and product. For a missing operation, check store features before another payment or connection.
• eMAG calculators … attributed revenue × 100. With revenue of RON 2,000 and advertising spend of RON 400, ROAS is 5 and ACOS is 20%. Profit after advertising deducts advertising spend from the contribution remaining after goods, fees, logistics and returns. For replenishment: daily sales = units sold ÷ days analysed. Reorder point = daily sales × (supply lead time + safety days), rounded up. Order quantity = the greater of zero and target stock minus available stock minus confirmed quantities awaiting receipt. The sales rate is assum…
• eMAG orders …by number, customer or status. Check the last sync before using the data to prepare the parcel. From Order actions, open Change status and choose the available operation. For cancellation, select the correct reason. Check the order number, confirm the change and press Apply in eMAG. Orders prepared by eMAG have their own workflow and are not changed through these actions. If the result is unconfirmed, use Synchronise status before another change. If the order has changed in the meantime, review the details again be…
• eMAG offers …ore preparing the change. Confirm only the values you want to send. If the submission outcome is unclear, check the offer in eMAG and sync before repeating the operation. 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. Importing eMAG products eMAG products eMAG stock Sending …
• eMAG products eMAG products Identify products and check the information imported from the eMAG account. Find the product by name or code and check its identity, status and last update. Compare products only within the selected account and marketplace. Open the product title for its record. Compare documented physical stock, reserved quantity, local availability and the last quantity read from eMAG. An unknown value does not mean zero. From here, continue to the calculator with the product and known values already selected. Use e…
• eMAG stock …line-item matching. If a review request appears, correct the match or balance before continuing. FBE orders do not automatically reduce own-warehouse stock; a credit note alone does not confirm physical receipt of a return. Before updating, check the intended eMAG product and warehouse. Use a confirmed quantity and track the result in the offer before making another adjustment. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG conn…
• eMAG prices …retrieving or sending data. eMAG pricing rules eMAG price schedules eMAG product costs eMAG profit calculator You want to change an offer’s price excluding VAT from RON 100 to RON 110. Compare the currency, limits and costs in Profit calculator before confirming. After sending, check the confirmed eMAG price separately from the local Catalog price. The buyer’s final price differs from the entered value. Why? Check whether you are comparing the offer’s price excluding VAT with the buyer’s displayed price, and which …
• eMAG returns … before correcting stock or documents. Open Review and change return, read the requested resolution and check the products and quantities. Choose the available operation, confirm and press Apply in eMAG. Finalise only after fulfilling the customer's resolution and checking the required documents. Changing the request status does not automatically create a credit note or record goods receipt. Check documents, refund and actual quantity received separately. For an unconfirmed result, use Synchronise status before ano…
• eMAG service invoices …ocument and compare with settlement. The service invoice is an expense to assess, rather than the sales invoice to the customer. The service invoice is missing from customer invoices. Where should I look? Use eMAG Service invoices for commissions and services, and Customer invoices for sales documents. Check the period and account, then available synchronisation; the two sets of records serve different purposes. The order already has an invoice. Can I generate another? Check the order’s linked document, issuer, num…
• eMAG messages and complaints …ilable options. Check the order number and recipient before sending. Keep the resolution result in company records. 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 reference and follow its final status.
• eMAG product costs …plicable purchase cost of RON 40/unit. The example’s cost of goods sold is 3 × 40 = RON 120. Check the cost document, currency and period, and complete missing information before analysing profit. A product has no cost. Should I treat it as zero? A missing cost is information to complete. Check the supplier invoice, unit, currency and effective date, and save the documented cost. An analysis without complete costs cannot support a margin decision. The product has estimated profit, but available money is lower. Why?…
• eMAG product feeds eMAG product feeds Check the appropriate workflow for transferring products to eMAG. To send a product from Fluxe, use the catalog's eMAG export and complete the required category and attributes. Check the product before confirming. If you are using a file provided for import into your eMAG account, follow that account's category template. The Feeds page does not confirm that products have been published. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analys…
• eMAG categories … accepted category. The Fluxe category exists, but export requires other characteristics. Why? eMAG categories have their own requirements. Select the category from the synchronised list for the correct market and complete its characteristics. Do not use a similar category merely to avoid required fields. 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 c…
• eMAG VAT rates …ication before submitting the offer. The eMAG catalog does not change your company's VAT regime in Fluxe. Check the company's regime and avoid importing a rate from another marketplace. 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. The offer is published in a particular eMA…
• eMAG localities …ination with a similarly named town. The address or parcel is wrong, but shipping has started. What should I do? Check the AWB and actual courier status before editing or shipping again. Compare the recipient, handover point, weight and parcel count. Correcting saved details does not prove an issued AWB changed; clarify the shipping document.
• eMAG logistics addresses …documents already issued separately. The address or parcel is wrong, but shipping has started. What should I do? Check the AWB and actual courier status before editing or shipping again. Compare the recipient, handover point, weight and parcel count. Correcting saved details does not prove an issued AWB changed; clarify the shipping document.
• eMAG courier accounts …y a service accepted for that order. The address or parcel is wrong, but shipping has started. What should I do? Check the AWB and actual courier status before editing or shipping again. Compare the recipient, handover point, weight and parcel count. Correcting saved details does not prove an issued AWB changed; clarify the shipping document.
• eMAG parcel presets …oduct dimensions as parcel dimensions. The address or parcel is wrong, but shipping has started. What should I do? Check the AWB and actual courier status before editing or shipping again. Compare the recipient, handover point, weight and parcel count. Correcting saved details does not prove an issued AWB changed; clarify the shipping document.
• eMAG campaigns … period, stock and profit at the proposed price before participating. Preparation in Fluxe does not confirm campaign enrolment. The analysed product is missing from the campaign. What should I check? Check eligibility and actual participation in your eMAG account. Compare the product, period and campaign conditions. Check profit after all costs before confirming participation. The change is saved, but the customer sees the old value. What should I check? Compare the store, product or variation code, publication sta…
• eMAG profit calculator …ts. Choose the applicable rates and check the period, quantity and contractual terms. Enter zero only for a cost you have confirmed does not apply. If starting from the product record, check the prefilled values and stock source. Complete costs and other missing values; the calculator retains the selected product when you correct details or recalculate. Compare the baseline calculation with a stress scenario when assessing discounts, returns or higher costs. Confirm the required costs and conditions, then choose Ca…
• eMAG profitability analyses …sis by product and open the saved result. Check the price, quantity, currency, rates and conditions used at the time. For new conditions, start a recalculation from the existing analysis. The new calculation preserves the previous calculation's history, so you can compare decisions without losing the original assumptions. 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 cho…
• eMAG supplier product lists eMAG supplier product lists Upload the supplier's offer to check products and prices. Upload the file received from the supplier and open the import to map its columns. Check the name, codes, quantities, currency and VAT treatment. Review invalid rows separately before using the list for a ranking. Uploading the list does not publish products or automatically confirm purchase costs. After processing, continue in Product ranking from the uploaded list. Check the selected filename before starting analysis, including …
• Analyzing products from eMAG links Analyzing products from eMAG links Compare product information with the supplier's offer before calculating. Enter the links to the eMAG product and supplier offer, then start the analysis. Open the result to check the identity and values found. Compare each suggestion with the source page and confirm the values before using them in the Profit Calculator. Fill in missing information from a verified source. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analy…
• eMAG product ranking eMAG product ranking Prioritize supplier products with enough information for comparison. Choose the supplier list and start the ranking. Check product matches separately before using the opportunity ranking. Open the ranking and compare cost, quantity and the conservative scenario. A high ranking does not guarantee sales; check the sources and calculate the product's profitability before purchasing. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. S…
• Suppliers and offers for eMAG …ore yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. eMAG supplier product lists Analyzing products from eMAG links Comparing eMAG supplier offers Supplier A offers 10 units at RON 20 each plus RON 30 shipping: full cost RON 230, or RON 23/unit. Supplier B offers 10 at RON 22 with shipping included: RON 220, or RON 22/unit. Compare the same currency, tax treatment, minimum quantity and validity before choosing. The lower unit-price offer is more expensive …
• Checking eMAG product listings …ion omits dimensions. Check the actual product and complete only confirmed characteristics before publication. Do not promise accessories or performance absent from product documentation. 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 …
• eMAG product images …roducts sent to eMAG. Choose photos that show the actual product and that you have permission to use. Check the main image when preparing to export the product from 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 conn…
• eMAG syncs …ormation you want to update, such as orders, products or returns. Start the sync and track its status and completion time. Read the message for an unsuccessful operation and correct the indicated condition before retrying. If an eMAG submission has an unclear outcome, first check what was applied in your eMAG account to avoid duplication. 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 st…
• eMAG notifications …lier U2 order. Open its destination and check the number, product and change time before continuing. A notification prompts a check; verify current data on the operation page. The notification is old, and the 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…
• eMAG dashboard eMAG dashboard Check the account status and choose the activity to continue. Select the account and review the summary of orders, products and syncs. Open the operation's page to check the information and take the next action. Check the last update before using the values to make a sales or purchasing decision. 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 gui…
• eMAG billing settings …, check the series and preparation or issuing conditions and save after review. For a specific order, follow the resulting document and transmission separately from the setting. I changed settings. Do old invoices change? Check existing documents and the rules for new orders. A saved setting does not confirm issuing or correcting an invoice already issued. For an incorrect document, use the Billing correction workflow. The order already has an invoice. Can I generate another? Check the order’s linked document, issu…
• eMAG rates …les 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. Start with the eMAG connection if you have not connected your store yet. Then choose…
• Adding an eMAG rate … Prepare a rate profile using your company's contractual terms. Choose the rate type, account, marketplace, currency and period. Enter the values and schedules from the annex, preserving the order of the tiers and the conditions for applying them. For transport or processing, check the weight and dimensions of the unit being charged. Volumetric weight (kg) = length (cm) × width (cm) × height (cm) ÷ contractual divisor. Confirm the profile only after comparing it with the applicable document. eMAG Find the guide for…
• Checking an eMAG rate …olumetric weight = 6,000 ÷ 5,000 = 1.2 kg. Check the divisor, bands and charged unit in your own contract before confirming the profile. The analysis rate differs from the new contract appendix. What should 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 …
• Generating an eMAG shipping label …id two shipments for the same order. The address or parcel is wrong, but shipping has started. What should I do? Check the AWB and actual courier status before editing or shipping again. Compare the recipient, handover point, weight and parcel count. Correcting saved details does not prove an issued AWB changed; clarify the shipping document.
• Checking an eMAG price schedule Checking an eMAG price schedule Track results and adjust the schedule when conditions change. Open the schedule from the list and compare the product, price, financial analysis and next run. Check the history before changing or resuming the schedule. Use pause when the conditions need review and cancellation when the schedule is no longer needed. An unconfirmed submission requires checking the price in eMAG before trying again. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deli…
• Checking an eMAG product ranking …lator only for a checked product. The top-ranked product does not match. Should I confirm it? Check identity and reject the incorrect match. Complete missing information and compare candidates before confirming. Ranking and ROI do not replace checking the product and costs. 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 …
• Checking a supplier for eMAG …g a supplier for eMAG Review the supplier's identity, sources and offers. In Suppliers and offers, open the supplier and check its identity and the information from sources. Confirm the supplier only after completing the commercial checks your company requires. Review offer versions and the terms for quantity, packaging and validity. Open the comparison for the product offer you want to purchase. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start…
• Comparing eMAG supplier offers Comparing eMAG supplier offers Compare the full product cost for the quantity you will order. From the supplier offer, open the comparison and enter Desired units and, if applicable, Maximum budget. Choose Recalculate comparison and check the actual quantity after applying the minimum order and packaging multiples. Goods value = actual quantity × unit price. Full cost per unit = full batch cost ÷ actual quantity. Compare values in the same currency; if the analysis uses a different quantity, choose Recalculate in c…
• Checking information from eMAG product links Checking information from eMAG product links Confirm sources and values before using them to calculate profit. In Link analysis, open the result and compare the product, price and terms with the source page. Check the observation time, quantity and currency. Correct suggestions that do not match and confirm the verified data for the calculator. A suggestion extracted from a page does not confirm the product's identity or the offer's commercial validity. eMAG Find the guide for the eMAG page you are working on: orde…

Declarations and reporting

• Preparing and submitting returns to ANAF … Receipts and payments journal, Inventory register and tax records. Bank reconciliation Trial balance Receipts and payments journal For VAT, check journals and operation classification. For business tax, complete the tax calculation. For salaries, confirm the month’s payroll. These records feed different returns and do not replace one another. Purchase journal Sales journal Tax calculation Payroll statements În Obligații și declarații fiscale verifică ce se aplică și termenul. Deschide ghidul declarației necesare d…
• Declaration D100 …, check the tax classification of accounts 6588 and 7588. Fluxe does not assume their treatment automatically, especially when the same accounts also contain other operations. For payment, follow Calculated due date: when the deadline falls on a non-working day, the displayed date accounts for the legal extension. The code in the return identifies the tax liability and does not replace the Treasury account used for payment. History preserves versions prepared in Fluxe, not evidence of submission. For tax obligation…
• Declaration D101 … obligations with payments. If you cannot reconcile the situation in Fluxe, complete the whole case in ANAF software. Dosarul D710 There are losses, a tax group, credits or special reliefs Check the case’s documents and legal conditions with the person responsible for accounting. Complete the full return in ANAF software; do not confirm standard circumstances to exclude existing elements. The 3% allowance for 2025 is granted by ANAF through a decision if conditions are met; do not unilaterally deduct it from D100 o…
• Declaration D112 Declaration D112 Prepare payroll liabilities from confirmed payroll, choose the official form for the month and check each employee before submission. D112 covers payroll obligations and individual records of insured persons. The usual deadline is the 25th, inclusive, of the following month. Quarterly filing is permitted only for legally eligible categories: prepare a return for each month of the quarter, all due by the 25th, inclusive, of the month following the quarter. For July–December 2026, use the D112 versio…
• Declaration D205 …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 category and both forms’ instructions. For D207 cases, use official ANAF software; do not change residence to f…
• D300 VAT return …ally registered for VAT under Article 316 for the applicable tax period. The general deadline is the 25th, inclusive, of the following month; file even without operations. No operations does not mean all fields are zero: check carried-forward balances and adjustments. D300 is not filed as an ordinary amended VAT return. Errors are handled through adjustment rows according to their nature or through the procedure for correcting clerical errors. The VAT registration decision, registered tax obligations, VAT period an…
• Special VAT expense report D301 …ild the file of special VAT transactions and check the tax point, exchange rate and legal basis before completing the official form. D301 concerns only special operations for which instructions establish VAT payable through this form. The special Article 317 code is not equivalent to normal Article 316 registration and does not make the business normally VAT-registered. The general deadline is the 25th, inclusive, of the month following the tax point. For new and used means of transport acquired intra-Community and…
• Recapitulative Declaration D390 VIES …a-Community transactions by partner and VAT number, reconcile them with D300 and finalize the declaration in the ANAF application. D390 reports intra-Community operations under Article 325. File monthly by the 25th, inclusive, of the month following the tax point, only for months with reportable operations, even if D300 is quarterly. Separately identify supplies and acquisitions of goods, and supplies and acquisitions of services. Check VAT code validity and operation documents; a VIES result alone does not justify…
• D394 information return …estic supplies and purchases, plus reverse-charge purchases under Article 331 within the verified subset, before the informative return. D394 concerns domestic operations specified in its instructions and is filed for the VAT reporting period, including when no operations exist. The deadline is the 30th, inclusive, of the following month, and for January the last day of February, subject to legal deadline rules. Check documents received in the reported period and partner classification. D394 replaces neither D300 n…
• Special VAT return D398 — OSS and IOSS …en finalise and submit the return in the ANAF application. D398 is used only for the OSS/IOSS special regime in which the person is registered and for eligible operations. EU and non-EU OSS are quarterly, IOSS monthly; the deadline is the end of the month following the period and does not move for weekends or holidays. While registered in the regime, also file a return with no operations as required by OSS instructions. Do not include intra-Community B2B sales simply because the partner is in the EU. Identify the m…
• D406 information return — SAF-T …e Assets component is reported annually by the financial statement deadline, and Stock on ANAF request within the specified deadline, at least 30 calendar days from the request. The confirmed tax and accounting profile, tax ID and period details. The chart of accounts and opening balances, and customer, supplier, item, tax and measurement unit catalogs. Posted accounting entries, invoices, payments, stock documents and links between them. The fixed asset register for Assets; detailed stock records and the ANAF requ…
• Declaration D700 … Article 322. The registration certificate and current tax details, including ANAF registered obligations. The document causing the change: contract, decision, operation, threshold exceedance or termination document, as applicable. The event date and calculation of its effective date and reporting deadline. Previous registration change returns, submission receipts and related ANAF decisions. In Tax profile, compare the recorded regime with ANAF registered obligations and the new document. Record what changes, when …
• D710 corrective return …and period. Compare the historical version with the submitted file and receipt, not just the latest saved version. Istoric D100 Rebuild the correct calculation from documents and entries, support the difference and check the correcting accounting entry. Do not overwrite an already posted entry or closed period. Tax calculation Trial balance Posted and reversed postate-storno In D710, prepare the obligation, period, D100 reference, previous amount, corrected amount, difference and reason. If previously amended, the …
• D212 single tax return … source and category. Invoices, receipts, statements and expense documents for activity taxed on actual income; tax records and inventory. Documents for income from other sources or abroad and evidence of tax paid abroad where applicable. The person’s CAS/CASS position, exceptions and options, previous return and submission receipt. Select the person/activity and confirm the accounting and tax regime. Separate actual income taxation from standard income taxation and other categories; do not apply one category’s rul…
• Intrastat Statistical Declaration …mass, quantity and value. Use CN 2026; do not copy last year’s code without checking. Open this return’s form Reconcile with logistics documents and D390 goods operations. Explain period and value differences rather than forcing identical totals. Complete/import into the INS 2026 app, validate and submit required flows. D390 Open this return’s form The CN code or net mass is missing Request information from the warehouse/supplier and classify according to goods characteristics. Do not use a generic code or the invo…