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Start and account

• Subscriptions …he price and included features, and choose the option suitable for your company. View subscription prices Important! Before confirming, check the plan, billing period and total shown on the Purchases page. Change your choice before paying If you have reached Purchases and want a different subscription, use Change selection. On the Subscriptions page, choose Monthly or Annual, then Switch on the plan you want. You return directly to checkout with your company details already filled in and the new total calculated. F…

Security and communication

• Privacy and DPA agreement About account documents Review the terms of service and how data is processed before creating your company's account or accepting a new version. The Terms describe use of the service, the Privacy Policy explains data processing, and the DPA describes the data processing relationship for the company's account. Important! Read the displayed version before confirming. If 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 Privac…
• Frequently asked questions … documents How do I quickly find an old document? Use search and filters in the appropriate application: number or customer in Billing, category and date in Documents, period in Calendar, or folders and archives in Archive. billing documents calendar files intrebare-33bc9c240c accounting Why doesn't a value appear in an accounting report? Check whether the document was confirmed, its date is in the selected period and the report filter includes it. The period follows document date; uploading later does not move it …

Company activity

• Billing …ng settings and the ANAF connection Authorise the ANAF connection and set up submission of eligible documents through e-Factura and e-Transport. Billing reports Compare the period's documents, receipts and costs and download the report needed for review. Incoming invoices Find supplier invoices from SPV or uploaded and scanned files and use the original when a duplicate is detected. SPV messages Consult the company's e-Factura responses and tax correspondence and download the message explaining the ANAF result. Com…
• Documents …ent and correct the information before confirming. Document reports Identify documents awaiting review and compare Billing indicators separately for the selected period. Document validation Review unvalidated documents from all months, correct the information in Moderation, and confirm the data before using it in applications. Primești o factură de consumabile și ai de pregătit o ofertă. Factura se încarcă prin Adaugă documente și se verifică în Validare sau Moderare. Oferta se creează din Instrumente → Documente t…
• 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 …ta. Accounting Home Review the company's position for the selected period and open the records explaining a balance, missing document or obligation. Accounting period review Review a period's documents, bank transactions and warnings together and prepare the files needed for handover. The accountant's page Organise the period's checks for a company using double-entry bookkeeping and open the documents requiring attention. Accountants Review who has access to the company and set each accountant's rights and permitte…
• Customers …, and individual data, along with their activity history. Organise business partner details and documents The export popup from the Customers application, with period and source application The export allows for the Entire period or an exact interval and can separately extract contacts from Customers, Invoicing, Documents, or eMAG. Identify the business partner and update contact details Keep an accurate customer, supplier or individual record and avoid duplicates. Elimină un contact fără să pierzi documentele Scoț…
• AI Assistant …etails, check the customer, items and total of RON 500 without VAT in this example, then confirm the proposed operation. For a balance, specify the partner and period. Fluxe AI chose another partner or period. What should I do? Correct your request before confirming: specify the exact name and tax identifier or date range. Check the proposal summary. If the operation has already been completed, open the resulting document and use the correction appropriate to its status. I do not know whether the confirmed operatio…

Organization

• Tools …rom templates. Fill in the details and download the document. Document transfer Send files or request documents through a PIN-protected link. Choose the access period and track the files received. Vehiculele firmei Administrează vehiculele și șoferii, verifică alimentările și pregătește foile de parcurs. Companie U2 SRL pregătește o ofertă în Documente tipizate, verifică valorile și salvează documentul. Pentru semnătura clientului continuă în Semnare; pentru trimiterea altor justificative folosește Transfer documen…
• Handwritten signature … Public page for external signing, with tabs above the document, actions below the document, and rotation at the end of the size slider After PIN verification, review each document and choose the signature position. Set the size and rotation separately for each document. The 'Request external signature' popup with the direct list of documents and delivery via link or email 1. Search for documents by name, number or type → 2. Check up to 10 files and choose Link + PIN or E-mail → 3. Click Copy link or Copy PIN separ…
• Archive …l for signing in, person with plus for request, diagonal arrow for opening, and down arrow for downloading. Organise and find files in Archive Choose the right period, folder and filters for documents kept in the account. Check and download selected files Compare documents in preview and save the checked file or selection to your device. Recover files from trash or permanently remove them Check deleted documents and choose restoration or permitted permanent removal. You keep this year’s contracts in a folder and ac…

Integrations and support

• Seller Central …oCommerce mobile overview with performance indicators arranged two per row On mobile, Performance cards appear two per row. Each card keeps the name, value, and period comparison visible. Overview of a WooCommerce order with blue action buttons and neutral secondary controls In all WooCommerce pages, the primary action is blue, secondary actions are neutral with a blue accent, deletion remains red, and restoration is green. The Fluxe editor for adding a WooCommerce order with products, price, VAT, delivery, and sum…

AI Assistant

• Requests and confirmations in AI Assistant …balance,” “I want to work on the trial balance,” or “Where can I find the trial balance?” Use the activity name and, when necessary, add the document, partner, period, or amount. Find company information Describe what you remember about a document: the company name, an amount, a product, a date, a number, or some text. Fluxe AI searches the title, extracted information, and company document metadata, then displays the document in the chat. If it finds multiple results, you choose the exact document. You can request…

Accounting

• Organize your company's dashboard …your unsaved changes with the layout in your account. In the Android and iOS apps: view and export reports Open a report widget details and check the displayed period before comparing values. About this report explains its indicators and included information. Review the chart, values and legend. If the report has multiple series, use the legend to hide or show the series you are comparing. Keep currencies separate; do not add amounts in different currencies. The Records section retains the report table with every c…
• Validating documents before accounting recognition Validating documents before accounting recognition Check the original, classification and period before the document feeds registers and returns. Confirming details and preserving the original The accounting suggestion prepared after approval has no accounting effect without human confirmation. Check classification, date and accounts before preparing and posting the entry. Discarding an uploaded document keeps it recoverable for 7 days. Check the selected document before removal and use the available recovery if yo…
• Bank reconciliation: allocating statement movements … currency, 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 tran…
• Accounting analyses Accounting analyses Identify documents requiring review and compare bank transaction coverage for the company's interval. Documents to review Choose the period, then open the items in Documents to review. Compare the original with the recorded information, fill in any missing date or value and confirm the document only 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. Unr…
• Accounting reports Accounting reports Choose the report answering your question and compare the same periods and data sources. Choosing the report Inventory management tracks inventory; Invoicing tracks issued tax documents; Accounting records tracks posted entries. Tax compliance, Payroll and human resources, and Tax advice and optimisation have their own confirmed sources. Choose the report according to the amount you want to explain, rather than similarities between titles. Comparisons between periods Check the interval and groupi…
• Tax profile: establish obligations before recording transactions …e tax registration record and retain each regime's effective date. Check the company's legal form and tax regime, enter its tax obligations and their effective periods, then confirm the details. Selecting a profile does not save it automatically. Review the details before confirming and consult the history to track a change. Updating Fluxe does not submit the change to ANAF. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D700 …
• Importing and exporting accounting data …ecognized columns and complete required fields. Review the items, then confirm applying them; uploading the file alone does not change the catalog. Prepare the period's data for SAGA Choose the period and Export for SAGA. Check the datasets for the company's accounting regime: SAGA C for double-entry or SAGA P.S. for single-entry accounting. Orders is available only for double-entry accounting. Check documents and tax classifications before exporting, including the codes and treatment of intra-community transaction…
• Check supporting documents for bank transactions … Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The period’s 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 h…
• Accounting onboarding and takeover …, supplier, bank, cash, stock and fixed asset statements at the takeover date. The latest filed returns and accepted filing receipts. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the 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 compan…
• Accounting periods: opening and locking Accounting periods: opening and locking Set the interval in which entries can be recorded and check closing after reconciliation. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The 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 …
• Accounting mappings: accounts used for drafts …ocument 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 and accounting regime. Check the company's accounts and subsidiary accounts first. Do not use the same mapping for economically different transactions merely because their documents look similar. Chart of accounts Open ‘Accounting mappings’. For ea…
• From supporting document to draft journal entry …led statement or another source in the table. Supporting documents required for classification and the applicable accounting mapping. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period and check source approval. For bank transactions, first confirm allocation to the document. Document validation Bank reconciliation Under ‘Sources for drafts’, find the source and compare role, d…
• Reviewing and posting draft entries …15 — financial and accounting document rules 10 September 2026 The supporting document and economic explanation for each entry. The accounting mapping and open period applicable to the entry. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Under ‘Draft entries’, open the entry and source document. Compare company, date, description and currency with the actual transaction. Check every line: debit account…
• Correcting posted entries through reversal …entry and document 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…
• Accounting items …f credit lines = total credits. Saving keeps the entry as a draft until confirmation and posting. A posted entry is not overwritten: use reversal, with an open period, correction date, reason and review of the reversing entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The supporting document, detailed computation and entry justification. The accounts and subsidiary accounts applicable to the transaction.…
• Fixed assets … document. Approved classification and useful-life documents. For disposal: the sales invoice or scrapping report and related approvals. 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 purchase document and whether the item is a fixed or low-value asset. Establish acquisition value and commissioning date from documents before computing depreciation. Under ‘Fixed assets’, use ‘Add fixed asset’. …
• Payroll: calculating and reviewing the month …. Timesheets 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.…
• Month-end closing before returns Month-end closing before returns Check documents, depreciation and accounting profit or loss before locking the period. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The month's approved documents and bank, cash, 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 confirmatio…
• Expense reports …arate 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 example 4281, according to the accounting classifica…
• Entries in RON: checking the period's documents Entries in RON: checking the period's documents In “Entries in RON”, trace each document back to its verified source and accounting entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare invoices and other documents 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 confirm…
• Entries in foreign currency: checking the period's documents Entries in foreign currency: checking the period's documents In “Entries in foreign currency”, trace each document back to its verified source and accounting entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare foreign-currency invoices and purchase documents, together with exchange-rate evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check …
• Outgoing in RON: checking the period's documents Outgoing in RON: checking the period's documents In “Outgoing in RON”, trace each document back to its verified source and accounting entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare invoices issued in lei and related correction documents. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing permission befor…
• Outgoing in foreign currency: checking the period's documents Outgoing in foreign currency: checking the period's documents In “Outgoing in foreign currency”, trace each document back to its verified source and accounting entry. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare invoices issued in foreign currency and documents supporting the transaction and exchange rate. The contract, receipt, delivery or correction document explaining the transaction, as applicab…
• e-Invoices: checking the period's documents e-Invoices: checking the period's documents In “e-Invoices”, trace each document back to its verified source and accounting entry. 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 tax invoices and invoices received through SPV, with communication evidence. The contract, receipt, delivery or correction document explaining the transaction, as applicable. Check the active company, period and editing…
• RON bank journal …nk account in RON. The confirmed statement A statement's movements appear only after its approval in Validation. Check the statement's bank, account, currency, period and balances before comparing movements with the register. If the statement is still under review, return to the existing document and complete the details. Do not upload a copy to force transactions to appear; you may duplicate the sources. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and …
• RON cash book … 2026 Receipts, 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, counterpa…
• Foreign currency bank journal … foreign currency. The confirmed statement A statement's movements appear only after its approval in Validation. Check the statement's bank, account, currency, period and balances before comparing movements with the register. If the statement is still under review, return to the existing document and complete the details. Do not upload a copy to force transactions to appear; you may duplicate the sources. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and …
• Foreign currency cash book … 2026 Receipts, 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, counterpa…
• Transfers between warehouses …September 2026 Prepare issued transfer document and handover documents. The item record and stock position in the relevant warehouse. 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 item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Transfers between warehouses’ page, open the transaction and compare source warehouse, destination warehouse, item, quantity a…
• Consumption vouchers …epare issued materials consumption note and evidence of the goods' use. The item record and stock position in the relevant warehouse. 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 item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Consumption vouchers’ page, open the transaction and compare warehouse, item, quantity consumed and value issued with supporti…
• Disassemblies … Prepare approved document for the disassembled item and resulting items. The item record and stock position in the relevant warehouse. 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 item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Disassemblies’ page, open the transaction and compare source item, quantity, warehouse, resulting items and allocated values…
• Special operations … Prepare document supporting the receipt or issue and transaction approval. The item record and stock position in the relevant warehouse. 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 item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Special stock operations’ page, open the transaction and compare movement direction, item, warehouse, quantity, cost and r…
• Stock reduction adjustments …are value difference computation and the document approving correction. The item record and stock position in the relevant warehouse. 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 item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Stock value adjustments’ page, open the transaction and compare item, warehouse, value before and after adjustment and reason …
• Stock inventory count …pare authorization, inventory lists, count results and approved report. The item record and stock position in the relevant warehouse. 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 item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Stock inventory count’ page, open the transaction and compare inventory date, warehouse, item, book quantity, counted quantity…
• Issuance of inventory items for use …cument putting the asset into use and evidence of handover to its user. The item record and stock position in the relevant warehouse. 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 item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Putting low-value assets into use’ page, open the transaction and compare asset, warehouse, quantity, date, user or usage loca…
• Production: consumption and finished goods …r, actual consumption, output delivery document and loss justification. The item record and stock position in the relevant warehouse. 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 item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Production: consumption and finished goods’ page, open the transaction and compare finished product, quantity produced, wareho…
• Orders … 2.634/2015 — 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, curren…
• Contracts …FP No. 2.634/2015 — 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…
• Generating invoices from contractual instalments …015 — financial 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’. Co…
• Daily allowances …(2) of the 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, departu…
• Vehicle logbooks: routes and vehicle use …al and accounting 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 r…
• Prepaid expenses: allocation across periods Prepaid expenses: allocation across periods In “Prepaid expenses: allocation across periods”, prepare the data from actual documents and check the result in the associated records. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial 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 t…
• Deferred income: recognition in the correct period Deferred income: recognition in the correct period In “Deferred income: recognition in the correct period”, prepare the data from actual documents and check the result in the associated records. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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…
• Single-entry transaction list …2015 — single-entry bookkeeping 10 September 2026 Prepare invoices, receipts, statements and other evidence of receipts and payments. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Check the date, direction, currency, amount and document for every transaction. Fo…
• Payment instrument processing: checks …nt and documents for its issue or receipt. The related invoices and statement confirming collection or payment, once it has occurred. Check the active company, period and editing permission 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,…
• Payment instrument status: checks …cial and accounting document rules 10 September 2026 Issued and received instruments, their allocations and relevant bank statements. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select 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 confirm…
• Payment instrument processing: promissory notes …nt and documents for its issue or receipt. The related invoices and statement confirming collection or payment, once it has occurred. Check the active company, period and editing permission 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,…
• Payment instrument status: promissory notes …cial and accounting document rules 10 September 2026 Issued and received instruments, their allocations and relevant bank statements. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select 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 confirm…
• Tax calculation: the tax base and tax due …+ non-deductible expenses, with other adjustments and tax losses treated according to the taxpayer's circumstances. For microenterprises, the base starts with the period's revenue and is adjusted under specific rules, without routinely deducting all expenses. Starting with tax year 2024, tax losses recovered are deducted cumulatively up to 70% of positive taxable profit calculated before loss relief. Loss relief limit = positive taxable profit before relief × 70%. For profit of RON 100,000, the deduction is at most…
• Corporate Income Tax Record Register … most RON 70,000 if a loss is available and the legal conditions are met. Check the loss balance in previous returns, the year it arose and the remaining relief period. Losses from 2024 and later years are relieved over the following 5 consecutive years; for older losses, check the remaining period from the 7 years. Relief follows the order in which losses arose, and the 70% limit applies to cumulative losses. For a non-calendar tax year, check the year in which the tax period begins. Accounting Law No. 82/1991 — s…
• Purchase journal: checking deductible VAT Purchase journal: checking deductible VAT Check purchases and the VAT deduction period before preparing D300 and related returns. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D300 — form and instructions, OPANAF 174/2026 ANAF — intra-Community goods acquisitions and VAT period changes in 2026 OPANAF 3604/2015, amended by OPANAF 779/2024 — correction of clerical errors in D300 OUG 8/2026 — VAT cash accounting threshold and ru…
• Sales journal: checking output VAT …s OMFP No. 2.634/2015 — financial and accounting document rules D300 — form and instructions, OPANAF 174/2026 ANAF — intra-Community goods acquisitions and VAT period changes in 2026 OPANAF 3604/2015, amended by OPANAF 779/2024 — correction of clerical errors in D300 OUG 8/2026 — VAT cash accounting threshold and rules OPANAF 3775/2024 — Article 5: D300 filing obligation for each tax period ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 Issued invoices and correction, d…
• Balance sheet: checking financial statements …g and filing the 2025 financial statements OMFP No. 170/2015 — natural persons' records and the double-entry option 10 September 2026 The final and comparative-period trial balances, account ledgers and opening balance reconciliation. The inventory file: authorization, lists, balance confirmations, minutes and approval of how differences are treated. Customer and supplier statements, verified bank statements and cash, stock, assets, depreciation, loans, provisions and applicable adjustments. Closing entries and doc…
• e-VAT: checking differences against company records e-VAT: checking differences against company records Compare available tax information with the period's documents and returns. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D300 — form and instructions, OPANAF 174/2026 ANAF — intra-Community goods acquisitions and VAT period changes in 2026 OPANAF 3604/2015, amended by OPANAF 779/2024 — correction of clerical errors in D300 OUG 8/2026 — VAT cash accounting threshold and rules…
• RO e-Transport in Accounting: document control …voice, delivery 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, transp…
• Chart of accounts: add and edit from the form …MFP 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 accounts” for the active company and search for the existing record before adding a new entry. Compare account code, name, nature and subsidiary accounts with the documents. For an existing item, select the row…
• Suppliers …ancial and 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…
• Customers …634/2015 — 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…
• Delivery addresses: add and edit from the form …4/2015 — 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 “Delivery addresses” for the active company and search for the existing record before adding a new entry. Compare customer, recipient and full delivery address with the documents. For an existing item, select the row and…
• Agents: add and edit from the form … 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 “Agents” for the active company and search for the existing record before adding a new entry. Compare agent identity, status and association with transactions with the documents. For an existing item, select the row and …
• Items: controlled addition and editing …nt 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 company's legal form and accounting regime. Open Records → Items for the active company and search for the item before creating a new one. Check the code, name, unit of measure, type, inventory location and price against the documents. For a new item, use “Add item”. F…
• Item and service types: add and edit from the form …5 — 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 regime. Open “Item and service types” for the active company and search for the existing record before adding a new entry. Compare item type and economic nature with the documents. For an existing item, select the row and choose “Edi…
• Item groups: add and edit from the form … 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” for the active company and search for the existing record before adding a new entry. Compare code, name and items in the group with the documents. For an existing item, select the row and choose “Edit row d…
• Warehouses: add and edit from the form …ial 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. Open “Warehouses” for the active company and search for the existing record before adding a new entry. Compare code, name, status and warehouse responsibility with the documents. For an existing item, select the row and choos…
• Branches …2015 — financial and accounting document rules 10 September 2026 Prepare organizational documents for offices and business locations. 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 “Branches and business locations” for the active company and search for the existing record before adding a new entry. Compare identification, address and link to the recorded activity with the documents. For an existing…
• Vehicles … rules 10 September 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 c…
• Routes: add and edit from the form …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 company and search for the existing record before adding a new entry. Compare departure, destination and route distance with the documents. For an existing item, select the row and choose “Edit ro…
• Contract types: add and edit from the form …15 — 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 “Contract types” for the active company and search for the existing record before adding a new entry. Compare contract name and category with the documents. For an existing item, select the row and choose “Edit row detai…
• Operation types: add and edit from the form …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. Open “Operation types” for the active company and search for the existing record before adding a new entry. Compare transaction type and its use in the accounting workflow with the documents. For an existing item, select the …
• Types of documents: add and edit from the form …4/2015 — 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 “Types of documents” for the active company and search for the existing record before adding a new entry. Compare document category and the workflow in which it is processed with the documents. For an existing item, sele…
• VAT rates: add and edit from the form …d 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 regime. Open “VAT rates” for the active company and search for the existing record before adding a new entry. Compare rate, effective interval and transaction type with the documents. For an existing item, select the row and choose “…
• Cost centers: recording and allocation …OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare budget and approved expense allocation rules. 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 “Cost centers” and stay in “Catalog” to add or correct a center. Search for the existing entry before creating a new one. For an existing centre, select the row and choose “Edit row details” in its details and options wi…
• Profit centers: recording and allocation … 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare rules for assigning revenue and expenses by activity. 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 “Profit centers” and stay in “Catalog” to add or correct a center. Search for the existing entry before creating a new one. For an existing centre, select the row and choose “Edit row details” in its details and options …
• Currencies and exchange rate checks: add and edit from the form …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 legal form and accounting regime. Open “Currencies and exchange rate checks” for the active company and search for the existing record before adding a new entry. Compare currency, exchange-rate date and quotation unit with the documents. For an existing item,…
• Employees: adding, editing, and payroll details …tember 2026 Identity documents and information required for hiring. The contact details and bank account provided for salary payment. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Search for the employee by name and internal number before adding a new person. For a new person, use “Add employee” and check the personal identification number and IBAN before confirming. For multiple entries, use “Download…
• Employment contracts: the version applicable to the month …ontract and 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 de…
• Trial balance …ng balance is RON 1,100 debit. Reviewing the report Search and filters change the displayed rows; filters do not change the official control totals. Compare the period and accounts before comparing the report with account ledger reports. The export retains the table's selection and order. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare previous trial balance, period entries and detailed schedules. Chec…
• Account sheet …5 — financial and accounting document rules 10 September 2026 Prepare documents and entries supporting the selected account's 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. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Account sheet’, compare opening balance, dates, corresponding account…
• the big book …ng balance is RON 1,100 debit. Reviewing the report Search and filters change the displayed rows; filters do not change the official control totals. Compare the period and accounts before comparing the report with account ledger reports. The export retains the table's selection and order. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare general journal and trial balance for the period. Check the active …
• Journal Register …P No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare supporting documents and posted journal entries. 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 ‘Journal Register’, compare date, explanation, accounts, amounts and en…
• Inventory register: tracking stock movements: checking and explaining amounts …634/2015 — 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…
• Supplier situation: checking and explaining amounts …financial and 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, al…
• Customer situation …15 — 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'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 ‘Customer situation’, compare documents, due dates, allocated receipts…
• Procurement Overview: checking and explaining amounts ….634/2015 — 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 receip…
• Sales Overview: checking and explaining amounts …MFP No. 2.634/2015 — 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…
• Consumptions Overview: checking and explaining amounts …15 — financial and accounting document rules 10 September 2026 Prepare materials consumption notes and production or usage documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized. Under ‘Consumptions Overview’, compare items, warehouses, quantities and cons…
• Item ledgers: checking and explaining amounts …No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare documents for every receipt and issue of the item. 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 ‘Item ledgers’, compare date, warehouse, quantity, cost and balance aft…
• Low-value asset status: checking and explaining amounts …ncial and accounting 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 lo…
• Production Overview: checking and explaining amounts …financial and 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…
• SGR Packaging Overview: checking and explaining amounts …. 2.634/2015 — 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, quant…
• Management report …OMFP No. 2.634/2015 — 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 c…
• Orders Overview: checking and explaining amounts …. 2.634/2015 — 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 a…
• Stock situation …FP No. 2.634/2015 — 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 wit…
• Managerial situations: checking and explaining amounts …ing Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial 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 finalize…
• Receipts and payments journal for single-entry bookkeeping … 2026 Statements, receipts and other evidence of collection or payment. Invoices and documents supporting the nature of transactions. 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 single-entry regime and year being tracked. Prepare documents for all bank accounts and cash registers used for the business. Fiscal profile Under ‘Transaction list’, check the receipt or payment date, direction, am…
• Checking the ledger before recording and reporting Checking the ledger before recording and reporting Identify periods, mappings and entries requiring review before preparing returns. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The period's documents and list of transactions to finalize. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Cont…
• Account Mappings …nancial and accounting document rules 10 September 2026 Prepare accounting policies, chart of accounts and sample workflow documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘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. C…
• VAT Mappings …2015 — financial and accounting document rules 10 September 2026 Prepare received invoice and documents supporting its tax treatment. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘VAT Mappings’ 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 tr…
• Document type mappings …634/2015 — financial and accounting document rules 10 September 2026 Prepare original document and destination software requirements. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘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, delive…
• Partner Mappings …ters OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare source document and partner tax details. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Partner Mappings’ and 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 confir…
• Item mappings …MFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare source document and product or service record. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Item mappings’ and identify 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 t…
• Management mapping …OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare stock document and company warehouse records. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Management mapping’ 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 war…
• Accounting Home Accounting Home Review the company's position for the selected period and open the records explaining a balance, missing document or obligation. The company and period under review Confirm the active company before interpreting amounts. The accounting period selected in the header applies to statements opened from the application; always compare the intervals before comparing two totals. In To resolve, open the outstanding task to continue the review. Documents requiring review are tracked across all periods; draft…
• Accounting period review Accounting period review Review a period's documents, bank transactions and warnings together and prepare the files needed for handover. Opening the period In Analyses, find and open the desired interval in Review by period. Check the period title and the values in Period review: selected documents, supporting documents, statement transactions and items requiring review. Warnings and supporting documents Resolve warnings first, then find the document in the table and open the original. Confirm details only after co…
• The accountant's page The accountant's page Organise the period's checks for a company using double-entry bookkeeping and open the documents requiring attention. Quick check and open tasks Check the company and interval, then compare Quick check with To do now. Open the indicated task and resolve the document or record at its source. Return to this page to check whether any items still need clarification. Period status Compare bank and cash inflows and outflows with supporting documents and substantiated balances. Uncovered differences …
• Accountants …ities. Accountant seats Check available accountant seats before inviting another accountant. If an additional subscription is needed, read the displayed price, period and renewal conditions before confirming. Stopping renewal retains the corresponding access until the end of the paid period. The accountant cannot edit data. Check the engagement permission, selected applications and availability of access. An invitation not yet accepted is tracked in Invitations, rather than in the list of active engagements. Colabo…
• Managed company … is available after selecting a company from the accountant's engagements. Compare 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 an…
• Reports — Inventory management Reports — Inventory management Compare inventory and value movements recorded by period and inventory location. Inventory and value movements Closing inventory = opening inventory + receipts by value − issues by value. Adjustments are included according to their sign. For a quarter or year, movements are added together, but monthly balances are not summed. Transfers appear as receipts and issues and offset each other at company level. Issues also include consumption or adjustments, so they do not represent sales al…
• Reports — Invoicing …the tax document's issue date and total. Drafts and pro formas are not issued invoices, and invoicing does not prove payment. Compare each currency separately. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. For commercial invoices of RON 5,000 and a related RON 500 credit note, the group totals RON 4,500. An advance invoice is tracked separately and is not automatically added as incom…
• Reports — Accounting records … the calculation. Income and expense closings generated in Fluxe and their reversals are excluded; check warnings for closings that cannot be reliably identified. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. With recorded income of RON 20,000 and expenses of RON 15,000, the result is RON 5,000. This amount does not automatically establish the tax base or available cash. Checking rep…
• Reports — Tax compliance …ustments and reconciliations separately. A received document with VAT may require confirmation of chargeability, deductibility and the applicable exchange rate. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. For confirmed output VAT of RON 2,100 and confirmed deductible input VAT of RON 840, the current difference is RON 1,260 before return balances and adjustments. Checking report am…
• Reports — Payroll and human resources …ted 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 comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. If confirmed payrolls have total gross pay of RON 16,000 and CAM of RON 360, the employer cost tracked in the report is RON 16,360. Checking report amounts Open the sources for the…
• Reports — Tax advice and optimisation …vice and optimisation Analyse confirmed tax calculations, using separate bases for microenterprise income tax and corporate income tax. Tax attributable to the period Period contribution = confirmed cumulative 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 p…
• Documents in the invoicing report … 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 compare the original. A final invoice may include an advance deduction; do not mechanically add its total to every advance to calc…
• Sources of the tax compliance report …x 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 currency transactio…
• 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 — Interval control … the accounts are correct. Check lines to allocate Check lines to allocate distributii Coverage is 100%, but the list appears empty. Check the eligible value and period. For an interval without eligible lines, the percentage is 100% by calculation convention; check the existence and posting of entries separately. O linie are o parte repartizată. Este considerată complet reconciliată? Deschide Distribuții și compară totalul confirmat pe centre cu valoarea liniei contabile. Linia este distribuită complet numai când s…
• Cost centers — Distributions …— 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 item and use Co…
• Cost centers — Result per center …s cost centres. Values attributed to the centre The cost centre table tracks expenses allocated in the interval. Compare centres with equivalent activities and periods; a low value may also reflect lines not yet allocated. The general management relationship is: centre result = allocated income − allocated expenses. The current page retains the indicators for the selected centre type. Checking the allocation If the Atelier centre has RON 800 of expenses from a RON 1,200 line, also check the centre receiving the rem…
• Profit centers — Interval control … the accounts are correct. Check lines to allocate Check lines to allocate distributii Coverage is 100%, but the list appears empty. Check the eligible value and period. For an interval without eligible lines, the percentage is 100% by calculation convention; check the existence and posting of entries separately. O linie are o parte repartizată. Este considerată complet reconciliată? Deschide Distribuții și compară totalul confirmat pe centre cu valoarea liniei contabile. Linia este distribuită complet numai când s…
• Profit centers — Distributions …— 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 item and use Co…
• Treasury advances …Track the original amount and RON valuation separately. Without the required accounting exchange rate, the RON valuation is unavailable, rather than zero. After reviewing warnings, use Prepare entry and confirm draft preparation. Accounting value of repayment = amount repaid in foreign currency × accounting balance in RON ÷ accounting balance in foreign currency, for an available foreign currency balance. Check the difference between this value and the repayment's RON funds separately. A linked expense report retai…
• Expense reimbursement requests Expense reimbursement requests Send documents for review and track the manager's and accountant's approvals for the request's current version. The request and original evidence In Add expense claim, complete the holder, purpose and items. Use Upload evidence for original documents. Automated extraction does not change the form; compare the details, including Extracted currency, before using Use extracted data. Review the complete request and confirm submission. The request retains the extraction version used at sub…
• Currency revaluation Currency revaluation Review foreign currency monetary balances and the month's exchange rates before preparing the exchange differences entry. Accounting month and BNR exchange rates Open Month-end close and select the Accounting month in Foreign currency revaluation. The indicative exchange rate date excludes Saturdays and Sundays; BNR rate date shows the rate actually used. The official archive accounts for publication days, including public holidays without a published rate. If the year's archive is missing, onl…

Archive

• Organise and find files in Archive Organise and find files in Archive Choose the right period, folder and filters for documents kept in the account. Organization Archive opens in the current month. For older documents, choose the right year and month, then folder or category. Drafts stay in the application where prepared. Add folder creates a folder at the current location; check the location before saving. Choose folder, period and filters The filename, period or project where you are searching. Open Archive and choose the corresponding year, month…
• Check and download selected files … Check the count, narrow location or filter and select only needed documents before download or deletion. Prepare September invoices for the accountant. Choose period and category, check 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 …selection. The document is no longer in trash. Search the active workspace and originating application in case restored. If permanently removed or the retention period expired, check a separately retained copy; restoration from the application is no longer available. Permanent deletion is refused. Read the reason and check the source document, signing and SPV status. For corrections, use the originating application's process; do not delete a copy to bypass protection. You accidentally moved Atelier U2 SRL's contrac…

Billing

• Invoice creation … total after saving each correction. Open Additional fields for the delegate and commercial references, and Show optional fields for payment method and invoiced period. Enter only applicable details. For bank transfer, check the company's IBAN in invoice currency. Billing period start and Billing period end transmit the invoiced interval; free description remains a note. Check selected delivery address and GLN, if any, before issuance. These details are also included in the e-Factura document. Choose a currency ava…
• Drafts in Billing Drafts in Billing Keep unfinished documents and review them before issuing them. Use Draft for documents still being prepared. On a phone, the row's first column opens preview and the second expands document information and actions. On a computer, open preview from the document row. Compare issuer, customer, dates, currency, total and each line item with the displayed document without downloading it. From Menu, Continue editing returns to document completion, while Document details opens its page. Print, download o…
• Issued documents …, inclusive. Not sent to SPV and SPV errors help track submission; for an error, open the invoice and read the response before correction or resubmission. Check period and active filters if a document is missing. The header checkbox selects visible rows only. Check the selection after changing page or filters. Use Copy or Export CSV for selected data. Share for multiple documents requires an available PDF for each and device support for sharing multiple files. Receipts, credit notes and recurring invoices Outstandi…
• Collections and receipts …recording; the receipt number is assigned when the payment is recorded, not while preparing the form. Attach proof of payment if needed, as a PDF or image, then review and record the amount received. Each invoice's balance and payment status are updated, and the requested receipt is generated and kept in your account. Available to allocate = max(Invoice total − Issued credit notes − Confirmed receipts − Amounts already allocated and awaiting confirmation, 0). Compare all values in the invoice currency. A fully cred…
• Product and service catalog …eused in future documents. Check photos, the full description, price, stock, warehouse and transport details without opening the edit form. In Catalog, choose Preview from the row menu. If several photos are available, select the thumbnail you want. The details show saved information, with marketplace stock listed separately for each connected store; opening them does not change the product or start synchronisation. From Menu, Edit opens the form with saved details; changes apply only after Save. If you cancel, the…
• Billing reports Billing reports 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 d…
• Incoming invoices …nd use Refresh e-Factura within the available limit. Manage authorisation opens connection settings. Retrieval covers at most the last 60 days; selecting an older period searches only documents already retained in Fluxe. After retrieval, Fluxe automatically saves the invoice's original archive in the account, together with the ANAF signature included in it. Saving may continue after the list updates. Once saved, the document remains available in the account after ANAF authorisation or SPV download-period expiry; ke…
• SPV messages …y those for the current company. After list retrieval, PDFs continue saving in the background. Previously retained messages remain accessible through the report's period and search. Period and search by message, details or SPV ID apply to the table, indicators and both charts. Trends use message date or, if missing, retrieval date. Without either date, the message remains in All time and type distribution without a position in trends. Messages by type counts messages in each category, not accepted or rejected invoi…

Calendar

• Check documents and due dates for a day or month Check documents and due dates for a day or month Find the period's documents, check what needs attention and track outstanding invoices. Documents Documents, Due dates, Activity 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 thos…
• Correct a document date in Calendar …ay. 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 date and choose the correct day. When dete…
• Check daily activity and recover a deleted document …ll 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 operation and who performed it. Export Excel keeps every event separate with its time, even when the list groups …

Customer support

• Send a support request with relevant documents …required documents are retained in an identifiable request available 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…

Customers

• Check a customer's documents and sales Check a customer's documents and sales Compare documents, receipts and invoiced line items and download the period statement. Business partner activity Sales statistics use issued invoice and credit note line items, separately by currency. Pro forma invoices are excluded from sales. Net sales = invoiced line-item value − credit note line-item value. Net quantity = invoiced quantities − credited quantities. These values do not automatically represent received money; check payments and their allocation separately. Ch…
• Import contacts and export the required list Import contacts and export the required list Use the Excel template and choose origin and period for exported data. Contacts Import retrieves contacts from existing records. Start with Excel template and check information before upload. For export, the period uses last activity in the selected source application; All time removes the date restriction. Prepare the file and check imported details The Excel file completed from the template and verified details of contacts to import. In Customers, choose Import and dow…

Documents

• Uploading supporting documents …e according to the date read from each document. If the same folder contains documents from different months or years, its structure appears separately in each period with only that period's documents. Documents without a reliable date remain in Unclassified until you review them and complete the date. Imported folders left without documents are removed automatically. Documents, images and ZIP archives can be up to 100 MB each. The same limit applies to each document inside a ZIP archive. You can select JPG, PNG or…
• Document scanning Document scanning Photograph a document with your device and prepare it for review. Use your device's camera to capture the paper document. Scan in good lighting and keep all edges of the document in the image. Scan and check originals Open Scan documents and allow camera access. If you denied access, allow it in your browser settings and return to scanning. Photograph the document, then continue with the remaining originals. After the first scan, the camera stays available; the list does not open over it automatic…
• Find information in your account … Pentru o nouă căutare, scrie termenul în câmp și apasă Enter. În panoul rapid din antet, butonul Filtre de căutare afișează sau ascunde rândul de aplicații. The period uses the document date for issued invoices and template documents, and the registration date for uploaded documents and other information. From quick search or the full list, open the file to compare the preview with saved information, without downloading or leaving the page. You have the same menu as in Documents for both photos and documents; on a…
• Checking extracted documents …iginal document before confirming. For VAT, check each printed rate, taxable base and VAT amount separately; a mathematical discrepancy keeps the document under review and does not automatically replace the original values. Choose whether moderation is required In Account → Your business, Document moderation is required is selected by default. Keep it selected so documents needing checking wait for confirmation before their details are used in the apps. To remove this requirement, clear the option, read the warning…
• Document reports Document reports Identify documents awaiting review and compare Billing indicators separately for the selected period. Shows documents awaiting review and, separately, Billing indicators. In Validation · all periods, To validate opens unvalidated documents, while Needs attention narrows to those with missing information, warnings or unfinished processing. Needs attention is included in To validate; do not add the values. Billing indicators use the selected period and do not automatically include every uploaded file…
• Document validation …dated documents, regardless of their type and the application where they will be used. The list includes all months and does not change when you select another period in Accounting or Invoicing. Find documents awaiting review Open Document validation from Documents or the + menu in the header. Documents are grouped by document-date month; those without a date appear separately in Undated. Search by name, business partner or number and use month, type or status filters to narrow the list. Documents being processed r…

Notes

• Keep an activity's context in notes …. Also link WooCommerce orders; check store, number, customer and total before choosing. For repeated checks, use a checklist: documents to request, details to review or questions for the accountant. After 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 o…

Seller Central

• WooCommerce …merce 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 Atelier U2 store has new orders and an updated product. Check the connection and latest synchronisation, then go to Orders for each payment and delivery and Products for item details. Check invoices and stock on their own pages. Magazinul nu aduce date noi. Cum verific? Select the exact store and check its connection and latest synchronisation re…

Tools

• Risk analysis Review a company's annual financial statements, financial indicators and risk signals, with interactive charts.
• Document transfer Send files or request documents through a PIN-protected link. Choose the access period and track the files received.

Instrumente · Document templates

• Creating and tracking documents … the PDF; distance and off-premises documents also include a withdrawal form, completed only if the person withdraws. For second-hand goods, a shorter liability period requires express agreement and cannot be less than one year. Before an online sale, check disclosures and the withdrawal function in your online store; generating the contract does not replace them. For real estate, choose the template by situation: existing property, agricultural land outside built-up areas, future dwelling or reservation. Present t…
• Decisions and numbering series …table and optional; an empty field becomes a line to complete on the A4 sheet. For dismissal, fill in Dismissal-specific notes with the concrete grounds, notice period where applicable, appeal deadline and competent court. For disciplinary dismissal, describe the misconduct, provisions breached and reasons for rejecting the defence; for other templates, also check vacancies or priority criteria where applicable. Compare every Preview page with documents supporting the decision. Save a blank template for handwritten…

Instrumente · Document transfer

• Send documents through a PIN-protected link … transfer permanently removes them. Prepare the transfer and share access In Tools → Document transfer → Dashboard, choose Send documents, enter title and access period, then add documents. Check files and recipient. If choosing 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 fro…
• Request documents through a link …ck received documents In Tools → Document transfer → Dashboard, choose Request documents. Specify title, message and requested document list, then set the access period. Create the request and send link and PIN to the person who must upload documents. Check the recipient address if choosing email delivery. Expected documents tracks active requests without a confirmed upload. The recipient enters the PIN, selects files and confirms upload. After receipt, the request remains in My transfers, where files can be downlo…

Instrumente · File converters

• Convert a document to another format … where no safe choice exists, select the format explicitly. Start conversions. Files process in order; cancel the current file or retry an unsuccessful result. Preview supported formats and download results before leaving or reloading the page. The result is automatically deleted on leaving, even if not downloaded. For multiple pages or sheets, check files in the resulting ZIP archive too. Open the copy and compare pages, figures and characters with the original before use. Keep the original for any checks. The Ser…

Instrumente · Handwritten signature

• Document signing …e, position, size and orientation so the signature does not cover the document's information. Check the document and signing consent, then use Apply and finish. Review the resulting PDF in Signing history; for another signature, continue from the latest signed version. Request another person's signature From Signing dashboard, choose Request signature; you can also start from Signing history using Request signing. Search and select up to 10 existing documents or upload the files to be signed. Choose Link + PIN to s…
• Signing drafts Signing drafts Review the documents prepared for signing before finalizing them. In Documents to sign, use Search, Source, and Sort above 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 hand…
• Signed documents …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 any copies you need to keep first. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document sign…
• Saved signatures … 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 the correct signature for the person signing. On the document, choose the signature and check the page, size and…

Instrumente · Risk analysis

• Analyse a company's financial risk …= difference ÷ previous year's positive value × 100. Only consecutive years are compared. If the base is zero, negative or missing, no percentage is calculated. Risk analysis Review a company's annual financial statements, financial indicators and risk signals, with interactive charts.

Instrumente · Tax calculator

• Estimate taxes for your activity …lly apply ordinary-regime formulas. Enter income and compare tax regimes In Tools → Tax calculator → Simple calculator, enter gross income or desired net amount, period and expenses. Gross means business income excluding VAT, not salary. For monthly amounts, the calculation assumes 12 identical months and applies annual thresholds. After the simple calculation, choose Continue this calculation in advanced mode to transfer income and expenses as annual amounts. Check assumptions before recalculating. Choose Advanced…
• Estimate tax interest and penalties …2026 and paid in full on 2 March 2026 means 30 days: interest RON 60, ordinary penalty RON 30, total RON 10,090. Partial payments or a special procedure? Check periods and remaining principal separately with the accountant. Do not enter the initial principal for the whole period. Non-declaration penalty below RON 50? Check the statutory rule on the tax authority not assessing it; a mathematical estimate does not replace the ANAF decision. Calculate additional charges through payment date In Tools → Tax calculator →…

Seller Central · WooCommerce

• WooCommerce connection …Commerce 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. Adding a WooCommerce store Checking the WooCommerce connection Testing the WooCommerce connection Changing the WooCommerce connection key Add the Atelier U2 store using its HTTPS address and enter the connection details in that store’s Fluxe plugin. Run the test, check the confirmed name and address, then retrieve the data. Creating the connection…
• WooCommerce overview and synchronisation …ommerce 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 Atelier U2 store has new orders and an updated product. Check the connection and latest synchronisation, then go to Orders for each payment and delivery and Products for item details. Check invoices and stock on their own pages. Magazinul nu aduce date noi. Cum verific? Select the exact store and check its connection and latest synchronisation …
• Invoicing WooCommerce orders …mmerce 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 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…
• WooCommerce statistics WooCommerce statistics Compare the store's revenue, orders and products in the selected period. Open the indicators, chart, comparison, and table for the selected 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 st…
• Configuring WooCommerce statistics Configuring WooCommerce statistics Choose the orders included in analyses and the historical period retrieved for comparisons. For each store, save separately the included statuses, period, date, update, indicators, rankings, and number of rows. Choose the order statuses included in reports. Refunded is included automatically for return calculations; keep at least one other status selected. Reports use the chosen store, currency and date range. Scheduled updates retrieve changes periodically, while Immediate retrie…
• WooCommerce orders …merce 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. Invoicing WooCommerce orders Checking a WooCommerce order Editing a WooCommerce order Refunding a WooCommerce order The Atelier U2 order contains two units, a billing address and a different delivery address. Check the buyer, quantities, total and payment before preparing documents or shipping. For a company with incomplete details, compare its tax I…
• Organising WooCommerce orders …mmerce 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. One order needs shipping today and another tomorrow. Check deadlines, payment and products, set priority and responsibility, and track preparation. Work priority does not confirm payment or delivery. The order is a priority but cannot be prepared. What should I check? Check the payment, stock, address and required documents. Resolve the missing cond…
• WooCommerce parcels and returns …tions; 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 it. The customer chooses products, quantities and a reason, and can specify desired replacement products. The request appears in Returns without an …
• WooCommerce costs and analysis WooCommerce costs and analysis Complete order costs, check the contribution and identify replenishment needs. In Statistics → Costs and analysis, choose the period 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 reco…
• Automating WooCommerce order preparation …mmerce 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. You want orders of a particular type assigned to the person preparing them. Define the condition and check affected orders and its effect on priority and deadlines before activation. The rule must match your actual workflow. Regula a vizat comenzi pe care nu le doream. Cum verific? Compare conditions, affected orders and rule actions before further …
• WooCommerce warehouses and procurement …ommerce 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. You have 10 physical units, with 3 reserved for orders. Availability in this example is 7 units before other restrictions. Check the stock location and reservations and track new supply through the quantity actually received. Availability is below the physical quantity. Why? Check reservations and quantities ineligible for delivery by product and v…
• WooCommerce segments and campaigns …e only if you can confirm them. For back-in-stock requests, select the unavailable product requested by the customer. In Customer segments, choose the currency, period and thresholds for recency, order count and net revenue. Recency = days since the latest eligible order. Frequency = eligible orders in the selected period. Value = total revenue excluding VAT, after confirmed refunds. Check the resulting audience before using it. In Abandoned carts, import store data and prepare the recovery link for eligible carts.…
• WooCommerce coupons …mmerce 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. Create a discount with a period and minimum threshold and check eligible products and usage limits. Before use, review a representative order and the effect on its total. An existing code does not guarantee every order is eligible. The coupon does not apply to an order. What should I check? Compare validity, threshold, accepted products or customers…
• WooCommerce customer subscriptions …mmerce 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 customer has a store subscription with a status and renewal date. Check the product, customer and detected features before changing 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 detecte…
• WooCommerce B2B customer data …mmerce 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. Atelier U2 SRL requests business terms. Compare the company name and tax identifier and check commercial approval before applying them. Company details and a contact person’s address serve different purposes. The customer has a tax ID but does not receive B2B terms. What should I check? Check identity, commercial approval and terms available in the …
• WooCommerce feeds and catalog import …mmerce 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. An import has 20 products, but two rows have incomplete codes or prices. Check mapping and preview and correct rows before applying. Uploading the file does not prove all 20 products were published. The file was read, but the catalog is not updated. Why? Check the preview, rejected rows and application confirmation, then the store result. Check exis…
• WooCommerce customer requests …mmerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. The customer requests an order address change. Link the request to the exact order, check responsibility and deadline, and keep the resolution result. Before replying, check whether shipping has started and which details can still be corrected. The request shows as resolved, but the order still has old details. What should I check? Open the order an…
• Creating WooCommerce orders …ommerce 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. Prepare an order for two products for Ion Popescu with confirmed addresses and shipping. Compare quantities, prices, taxes and total before sending. After confirming, check the created order and store status. Transmiterea are rezultat neclar. Creez comanda din nou? First find the order in WooCommerce and check the synchronisation result. If it exis…
• WooCommerce products and variations …merce 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. Creating WooCommerce products 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 st…
• Creating WooCommerce products …merce 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 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 repl…
• Organising WooCommerce products …merce 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. Group products in Office supplies. Find the category before creating another and check its hierarchy and linked products. A product in two categories can appear in both comparisons without representing two sales. Category totals exceed store sales. Why? Check products linked to multiple categories. Do not automatically add category totals; use the re…
• WooCommerce stock …mmerce 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 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.…
• Activating a WooCommerce store …merce 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. You have two stores but want to activate only Atelier U2. Select the store on the module page, check the displayed amount and period and any trial conditions. After payment, check that store’s activation; the main Fluxe subscription and store payment have separate records. Payment seems complete, but the store is inactive. Should I pay again? Check t…
• Checking a WooCommerce order …merce 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. Invoicing WooCommerce orders WooCommerce orders Editing a WooCommerce order Refunding a WooCommerce order The Atelier U2 order contains two units, a billing address and a different delivery address. Check the buyer, quantities, total and payment before preparing documents or shipping. For a company with incomplete details, compare its tax ID and retr…
• Editing a WooCommerce order …merce 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. Invoicing WooCommerce orders WooCommerce orders Checking a WooCommerce order Refunding a WooCommerce order The customer corrects the town before shipping. Open the order, check the address and update the necessary fields, then compare items and total. After Save and send to Woo, follow the Synced status and check the order in the store. Saving did no…
• Refunding a WooCommerce order …mmerce 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. Invoicing WooCommerce orders WooCommerce orders Checking a WooCommerce order Editing a WooCommerce order The RON 500 order already has a RON 100 refund. RON 400 is available. For another RON 50, check whether money has already been returned: select the gateway only when you want the processor to return money and the method allows it; otherwise recor…
• Checking a WooCommerce product …merce 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 products and variations Creating WooCommerce products WooCommerce stock 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 repla…
• Editing a WooCommerce product …ges, 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 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 produc…
• WooCommerce brands …merce 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. Several products use the same Atelier U2 brand. Search for the existing name and check its links before changing it. A spelling difference does not automatically justify a new brand. I have two nearly identical brands. What should I check before correcting? Compare the actual identity and products linked to each record. Correct the name or links usin…
• WooCommerce tags …merce 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 Archiving tag helps find boxes and folders. Check that products use the same name and confirm store changes. The tag organises search and does not determine product 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 befo…
• WooCommerce attributes …merce 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 variations, and review each combination. Entering an attribute does not itself create all variations and stock. The value exists in the attribute, but the variation is missing. What should I do? Open the product and check variations built from its a…
• WooCommerce reviews …merce 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. Confirm the required action and check the store result. The review has a different status in the store and Fluxe. What should I check? Compare synchronisation time and the moderation result for the exact review. Check the store and product before ret…
• WooCommerce customers …merce 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. 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 …
• Tracking WooCommerce syncs …merce 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 product price was edited in both Fluxe and WooCommerce. In synchronisation, compare both versions and choose the checked information. After resolving, check the actual price without assuming the latest save resolved the conflict. There is a data conflict. Which version should I keep? Compare the product or order, timing and each version’s values …
• Adding a WooCommerce store …ommerce 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 connection Checking the WooCommerce connection Testing the WooCommerce connection Changing the WooCommerce connection key Add the Atelier U2 store using its HTTPS address and enter the connection details in that store’s Fluxe plugin. Run the test, check the confirmed name and address, then retrieve the data. Creating the connection with…
• Checking the WooCommerce connection …merce 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 connection Adding a WooCommerce store Testing the WooCommerce connection Changing the WooCommerce 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. …
• Testing the WooCommerce connection …merce 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 connection Adding a WooCommerce store Checking the WooCommerce connection Changing the WooCommerce 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.…
• Changing the WooCommerce connection key …merce 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 connection Adding a WooCommerce store Checking the WooCommerce connection Testing the WooCommerce connection Ai de înlocuit accesul magazinului Atelier U2. Pregătești deschiderea pluginului înainte de Confirmă rotirea cheii, apoi copiezi în magazin noul Key ID și noul secret și testezi conexiunea. Cheia veche nu mai permite comunicarea du…
• Disconnecting a WooCommerce store …merce 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. Temporarily stop the Atelier U2 store connection after checking operations in progress. Confirm Disconnect store and keep retrieved data for reference. Disconnecting and permanently deleting records are separate actions. After disconnecting, I still see orders in Fluxe. Is this normal? Retrieved data remains available for reference until permanent de…
• Deleting a WooCommerce connection …merce 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. You no longer use the Atelier U2 store. Disconnect it, keep documents your company needs and check the exact store name before deletion. Confirmation removes the linked operational data from Fluxe and must not be treated as a simple pause. I only want to stop synchronisation. Must I delete the connection? Disconnect to stop the link and keep data. Us…
• WooCommerce sales by product WooCommerce sales by product Compare products by quantities, orders and sales value. Choose the store, currency and period in Statistics → Products. Find 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 …
• WooCommerce revenue WooCommerce revenue Track sales components and the impact of discounts and refunds. Choose the store, currency and period in Statistics → Revenue. Compare days and report components to identify the source of the difference in value. Net sales = gross sales − coupon discounts − successful refunds. Total sales = net sales + product taxes + shipping taxes + shipping. All amounts are in the selected currency; the order report alone does not confirm receipt of the money in your company's account. WooCommerce Find the gu…
• Analyzing WooCommerce orders Analyzing WooCommerce orders Compare orders for the period by buyer, products, discounts and value. In Statistics → Orders, choose the store, currency and period. Check the date type used in the analysis and the included statuses, then find the orders that explain the trend. Average order value = net sales ÷ number of included orders, in the 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 …
• WooCommerce sales by variation WooCommerce sales by variation Identify the attribute combinations that sell and check their stock. Choose the period in Statistics → Variations and compare the code, quantity, net sales 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 con…
• WooCommerce sales by category WooCommerce sales by category Compare categories to guide purchasing and sales activity. In Statistics → Categories, select the period and compare the quantities, net sales, products and orders for each category. A product can belong to several categories. Do not automatically 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 …
• WooCommerce coupon usage WooCommerce coupon usage Check how often coupons were used and the discounts they provided. In Statistics → Coupons, choose the period and compare the code, number of orders and discount amount. Check the coupon type and expiry date. Use the module's Coupons page to change restrictions 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 Wo…
• 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 WooCommerce digital product downloads Check access to digital files associated with orders. In Statistics → Downloads, choose the store 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 stock overview …product or variation code. Compare the quantity and stock status to prepare for restocking. This report shows current stock and is not limited to the statistics period. To 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…

Seller Central · eMAG

• eMAG connection …mpany’s access to continue. The connection test succeeds. Does that mean all data is synchronised? The test checks connection access at that moment. Separately review synchronisation results and retrieved order or product data. After changing the key, disconnecting or deleting, check connection status before any store operation.
• Importing eMAG products …s the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• Activating a eMAG store …efore retrieving or sending data. You have two stores but want to activate only Atelier U2. Select the store on the module page, check the displayed amount and period and any trial conditions. After payment, check that store’s activation; the main Fluxe subscription and store payment have separate records. Payment seems complete, but the store is inactive. Should I pay again? Check the selected store, main subscription status and module payment result. Do not repeat payment when the result is unclear. In Support, s…
• eMAG calculators …ertising budget, prices and purchasing requirements before making a decision. In eMAG → Tools → Calculators, choose the calculation and enter values for the same period and currency. Enter zero only after checking that the cost or quantity does not exist. Calculate displays the result without changing the offer or stock. For advertising: ROAS = attributed revenue ÷ advertising spend; ACOS (%) = advertising spend ÷ attributed revenue × 100. With revenue of RON 2,000 and advertising spend of RON 400, ROAS is 5 and AC…
• eMAG orders …nd 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 before confirmation. Open the order title for its record and timeline. Check invoice issuance, SPV confirmation, publication on eMAG and the AWB separately. For order documents, continue in Fluxe Billing; for shipping, in AWBs and deliveries. Check payment status and delivery status separately. eMAG Find the guide for the eMAG page y…
• eMAG offers …s the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG products …s the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG stock …es the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG prices …s the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG pricing rules …s the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG price schedules …s the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• eMAG returns …the account and find the request by reference or status. Compare the return with the order and the products received 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 doc…
• eMAG service invoices …ice invoices Find commission and service invoices for the eMAG account. Choose the account and find the invoice by reference, date or status. Check the issuer, period and currency before using it to support an expense. These documents relate to eMAG services. Invoices your company issues to buyers are tracked separately in Fluxe Billing and eMAG Customer Invoices. 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 …
• eMAG messages and complaints eMAG messages and complaints Find where to continue a conversation about an eMAG order. To respond to a complaint, review the conversation in your eMAG account and check the order number, request and response deadline. In Fluxe, you can review the order on the Orders page. Keep the response and documents in the buyer's eMAG conversation. Viewing the Messages page in Fluxe does not send a response. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Star…
• eMAG product costs …ofit, view line items with missing cost and open the order or Product costs. Enter the cost for the relevant product, store, currency and sale date, then check period coverage again. Prepare the CSV, XLS or XLSX file according to the columns displayed in Product costs (COGS). Identify the product by EAN, or offer identifier if EAN is missing; check the connection currency and effective date. If the date is missing, the import date is used. Enter cost excluding VAT with a decimal point, no thousands separator and up…
• eMAG VAT rates eMAG VAT rates Check the tax rates imported for the selected eMAG marketplace. Choose the account and marketplace, then review the synced rates. Use the rate applicable to the product and check its tax classification 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…
• eMAG logistics addresses eMAG logistics addresses Check the pickup and return addresses used by the eMAG account. Choose the account and review the synced addresses. Compare the pickup or return address with the location where the parcel is actually prepared. To correct account addresses, check the details in eMAG and update the list in Fluxe before using the address on a new shipping label. 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 y…
• eMAG courier accounts eMAG courier accounts Identify the appropriate courier for shipping an eMAG order. Select the account and review the synced couriers. Check the service and courier account before preparing the shipping label. Confirm that the selection matches the order and delivery conditions. If the information has changed in eMAG, sync before issuing the shipping document. 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 …
• eMAG parcel presets eMAG parcel presets Use appropriate parcel dimensions when preparing deliveries. Review the parcels saved for the eMAG account and compare their dimensions with the packed products. Choose the appropriate parcel when preparing the shipping label. Check the weight and parcel count for the current order; a parcel preset does not confirm your shipment's measurements. 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 …
• eMAG campaigns …cial checks before participating in an eMAG campaign. In Campaigns, select the store and synchronise the list. Open the campaign for Eligible offers. Check the period, preparation deadline, terms and minimum stock before choosing products. Compare the current price, campaign cap, lowest price in the last 30 days and available stock. eMAG supplies prices excluding VAT. Use Profit calculator to check whether the offer covers costs and desired profit; clarify missing values before deciding. Confirm participation and t…
• eMAG reports eMAG reports Compare sales, returns and costs of your eMAG activity for the selected period. Choose the account, currency and period. Compare the metrics with the orders and returns behind them and check when the data was last updated. Estimated operating profit = estimated operating revenue − cost of goods sold − expenses for the period, in the same currency. Fill in missing costs before using the result; the estimate is not your company's final accounting profit. eMAG Find the guide for the eMAG page you are work…
• eMAG operating expenses eMAG operating expenses Record the expenses you want to include in the period's analysis. Enter the expense, date, amount and currency for the selected eMAG account. Check the supporting document and the period it belongs to. Avoid recording the same expense twice. Before deleting it, check the effect on the period's report; records on this page do not replace accounting documents. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG …
• eMAG profit calculator …roduct. Enter the product, saleable quantity, currency, price, and purchase, transport, commission and service costs. 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 sce…
• eMAG profitability analyses …ts are missing. Can I use the result? Complete purchase, commission, shipping and other applicable costs and check each unit and currency. Save the analysis after review and recalculate when conditions change. Do not treat an unknown cost as zero. The product has estimated profit, but available money is lower. Why? Compare actual receipts, due dates, costs and returns with analysis values. Estimated profit and the available bank balance are different measures. Check currency and omitted costs before deciding on a p…
• eMAG estimated and actual profit eMAG estimated and actual profit Compare a saved analysis with the period's confirmed sales and costs. Choose the product analysis and period, then enter confirmed costs and their sources. Check order coverage and purchase costs before comparing the results. Actual profit = confirmed revenue − cost of goods sold − other confirmed costs for the period. An incomplete result does not mean zero profit; resolve unfinished orders and missing values. eMAG Find the guide for the eMAG page you are working on: orders, produc…
• eMAG supplier product lists …s 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 when returning to an older list. eMAG Find the guide for the eMAG page y…
• Checking eMAG product listings Checking eMAG product listings Identify product information that needs to be completed. Select the product and run the listing analysis. Review the title and missing information, then check the suggestions against the product's actual attributes. The score reflects the assessment in Fluxe and does not guarantee ranking or sales on eMAG. Applying and publishing a change requires a separate product review. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysi…
• eMAG notifications eMAG notifications Find store changes that need review. Review account notifications and identify the product, order or connection they concern. Open the relevant page to check the current information. For a connection alert, check the status in Connections and then the last sync. Confirm resolution using the store's updated data. 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.…
• 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 … sending data. The company invoices orders using a dedicated series. In account 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…
• eMAG rates eMAG rates Keep the contractual rates used to calculate profit. Review rate profiles and check the marketplace, currency, service and applicable period. Use Add for a new profile or open the profile that needs updating. Transcribe the terms from your company's documents and confirm them after checking. Archiving stops the profile from being used in new calculations and retains the analysis history. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Sta…
• Adding an eMAG rate 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…
• Checking an eMAG rate Checking an eMAG rate Review the values and versions of a rate profile. In Rates, open the relevant profile and check the saved document, period and terms. Correct any details that have changed and retain evidence of the applicable rate. A change creates a new version. Check the selected rate before recalculating products; previous analyses retain the conditions used at the time. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG co…
• Checking an eMAG profit analysis Checking an eMAG profit analysis Review a product's saved result, costs and scenarios. In Profitability analyses, open the calculation you need. Compare the product, quantity, price, currency and costs before using the profit figure or price thresholds. Download the analysis to keep the result, or create a copy to recalculate. Check the changed values before the new calculation; the previous result is retained. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit …
• Checking eMAG actual profit Checking eMAG actual profit Identify differences between the estimate and the period's result. In Estimated vs actual profit, open the comparison and check the period, units sold and data coverage. Review cost sources and unresolved orders before interpreting the difference. Profit variance = actual profit − estimated profit for the quantity sold, in the same currency. The difference alone does not establish the cause; compare prices, quantities, returns and confirmed costs. eMAG Find the guide for the eMAG page yo…
• Checking an eMAG price schedule …s the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• Checking an eMAG pricing rule …s the old value. What should I check? Compare the store, product or variation code, publication status and submission result. For a rule or schedule, check the period and application conditions. Check the actual store product before repeating the change.
• Checking an eMAG supplier list …Supplier list analysis, open the file and map the product, code, quantity, price and currency columns. Check the sales unit and number of products per package. Review invalid rows and continue processing after correcting the mapping. Keep the original file as a reference; reading the file alone does not confirm the product or cost. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet…
• Checking a supplier for eMAG Checking 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…

Declarations and reporting

• Preparing and submitting returns to ANAF Preparing and submitting returns to ANAF Organize the checks in Fluxe, continue in the official application for the period and retain the acknowledgment confirming the submission result. Verifică obligațiile fiecărei firme pentru perioada declarată. Nu toate declarațiile din listă se aplică tuturor firmelor: pornește de la vectorul fiscal, forma de organizare, operațiunile reale și perioada fiscală. Distinge luna în care depui de perioada declarată: o declarație transmisă în octombrie poate privi septembrie, un tri…
• Declaration D100 …y through D101 with its own deadline. The tax profile valid throughout the interval, registered tax obligations and documents supporting any regime change. The period’s invoices and income/expense documents, contracts, expense claims, statements and stock or depreciation documents. The trial balance and income/expense account ledgers, posted accounting entries and tax records. Evidence of tax adjustments, non-taxable income, non-deductible expenses and reliefs where applicable. Previous D100 returns and accepted su…
• Declaration D101 …he tax result, D100 and journal entries before completing the annual declaration. D101 finalises annual corporate income tax; it is not the annual return for a period taxed exclusively under the microenterprise regime. The case prepared here is a business subject to corporate income tax, with a calendar financial year and standard circumstances. For calendar financial year 2026, the deadline is 25 June 2027 under the Fiscal Code amended by OUG 8/2026. For a modified financial year and special categories, check the …
• Declaration D112 …nth of the quarter, all due by the 25th, inclusive, of the month following the quarter. For July–December 2026, use the D112 version indicated by ANAF for that period. Do not use the first-half form simply because it opens without an error. Individual employment contracts and amendments, including start and end dates, role, working hours and gross salary. Employee identification, insurance information and documents for deductions and dependants where applicable. Timesheets and leave approvals; records of medical le…
• Declaration D205 … forms’ instructions. For D207 cases, use official ANAF software; do not change residence to fit an available form. Impozitul anual nu coincide cu D100 Compare periods, tax points, distribution/payment and any amendments. Correct the wrong return through its procedure rather than arbitrarily changing the D205 total. You need to correct or remove a reported recipient In an amended D205, include only corrected or omitted entries as instructed. For removal, keep recipient identification and enter zero in the required …
• D300 VAT return …s, and generate an XML file to check in Soft J before submission. D300 is filed by persons normally 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 corre…
• Special VAT expense report D301 … the month following the tax point. The Fluxe supporting file is completed in the official form. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operatio…
• Recapitulative Declaration D390 VIES …VAT code validity and operation documents; a VIES result alone does not justify every exemption. The VAT registration decision, registered tax obligations, VAT period and special code documents where applicable. Purchase/sales invoices and credit notes, contracts, goods receipts, delivery notes and evidence of services supplied. Evidence of the tax point, payments relevant to VAT cash accounting, tax exchange rate and deduction rights. For EU operations: checked VAT codes, transport and delivery documents, operatio…
• D394 information return …1 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 nor invoice submission through RO e-Factura. The VAT registration decision, r…
• Special VAT return D398 — OSS and IOSS …n 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 member state of consumption and applicable scheme before calculating. Confirmation of registration in the speci…
• D406 information return — SAF-T D406 information return — SAF-T Review the SAF-T file for the correct period, validate it with DUKIntegrator and track the acknowledgment after submission. D406/SAF-T applies to persons and categories specified by OPANAF 1783/2021; do not assume every PFA or Fluxe user has the obligation. Periodic reporting is monthly or quarterly according to the VAT period; businesses not VAT-registered and those with half-yearly/yearly VAT periods report quarterly. The deadline is the last day of the following month. The Assets …
• Declaration D700 …he 15-day deadline under Article 88 of the Tax Procedure Code unless legislation sets another deadline. For intra-Community goods acquisitions changing the VAT period, check the special deadline and 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 regi…
• D710 corrective return …ct D300, D112, D390, D394 or D212. Start with the D100 actually filed and its submission receipt, together with the latest accepted amendment if any. Check the period, obligation and legal amendment conditions, including whether the period is under tax inspection or a tax assessment exists. The original submitted D100, registration number/index and accepted submission receipt. Documents and calculations explaining the error, original amount and correct amount. The original accounting entry and permitted correction,…
• D212 single tax return …tegory and source. Open the D212 web form or official software and choose the return type and year. Complete identification, income, CAS, CASS and options, then review the summary. Generate the file and submit it through SPV or e-guvernare.ro using a qualified signature, as applicable. Download the acknowledgement and archive the submitted form and supporting calculations. For 2025 income, ANAF's 2026 materials state a deadline of 25 May 2026. For another year or a CASS option during the year, check the current for…
• Intrastat Statistical Declaration …ot be offset against the other. Tax profile and registered obligations Check invoices in Foreign currency purchases and Foreign currency sales, but compare the period with physical goods movement. Separate services, returns, transfers and processing according to INS instructions. Foreign currency purchases Foreign currency sales In Intrastat, complete each item’s flow, CN code, countries, transaction, transport, mass, quantity and value. Use CN 2026; do not copy last year’s code without checking. Open this return’s…