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Start and account

• Subscriptions …76. The same 3-month period applies if the customer chooses Professional or Business directly. Estimate earnings for 100 Business customers Before preparing a campaign, consult the optimistic scenario in Partner dashboard or Rules. The example uses the current monthly Business price and shows the discounted first payment, commission per customer, income for each eligible month and the total for the same group of 100 customers. Estimated monthly commission = 100 × commission per customer rounded to two decimal place…
• Install Fluxe … the device supports it. If it does not appear, you can continue using Fluxe directly in the browser. Install Fluxe on your phone Open Fluxe in the browser and sign in to your account. Open the browser menu and choose the option to install or add to the home screen. Confirm the name and adding the app. Tap the Fluxe icon on the home screen to open Hub. Install Fluxe on your computer Open Fluxe in a compatible browser. Use the install icon in the address bar or the Install option in the browser menu. Confirm install…

Security and communication

• Frequently asked questions … do I review recent account activity? Open Calendar in Day mode and select the date you want. Below the day’s documents, find Account activity, with that date’s sign-ins at the end. Export Excel downloads the selected day’s activity as an XLSX file, with the business name and tax ID in the header. calendar Open the Calendar intrebare-e2a0ac1f49 basics How do I update my account and company details? Deschide meniul contului din partea de jos a barei laterale, apoi Firma mea. În Legislație și Asistent AI, meniul cont…

Company activity

• Billing …ze background, delimiters, amount, logo, and language; Model 2 keeps the cursive text, one after another. Receipt preview with simple actions, template settings, and signing in the Dock's last section 1. Drag the Dock and let it snap into the desired position → 2. Open the template settings using the gear icon → 3. Finally, choose I will sign or Request signature. Company profile with VIES code, the intra-community invoice toggle, and the PDF result plus D390 separation 1. Activate the VIES code → 2. Enable Intra-c…
• Documents …d related information directly from its category. Check the file without downloading it or move it to Trash after confirmation. Document information panel with signing actions displayed above the history 1. Click (i) on the document → 2. Choose Sign document for self-signing or Request signature for this document → 3. For external signing, you receive the link and PIN, without a new upload. The flow of an administrative document from the new form to the A4 preview and PDF issuance. Complete the form, save the draft…
• Calendar …e 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 activity A Companie U2 SRL document opened from Calendar, with a PDF preview and information about the file dat…
• Accounting …arately. Payment instrument status: promissory notes For promissory notes, check due dates, amounts and proof of settlement. Tax calculation: the tax base and tax due Classify revenue and expenses, document adjustments and confirm the tax base. Corporate Income Tax Record Register Retain explanations and values supporting taxable profit or loss and computed tax. Purchase journal: checking deductible VAT Check purchases and the VAT deduction period before preparing D300 and related returns. Sales journal: checking o…
• Customers …required list Use the Excel template and choose origin and period for exported data. You have two companies with similar names: Atelier U2 SRL and Atelier U2 Design SRL. Search using the tax identifier on the document, check the registered office and contact, and open the exact record. Use that partner’s documents and history to determine whether the invoice or payment belongs to them. I selected a company with a similar name. How do I avoid invoicing the wrong one? Before issuing, check the tax identifier and addr…

Organization

• Tools 6 Tools Tools Signing, tax calculators, conversion, document templates and file transfers. from-indigo-500 to-blue-600 admin.apps.show Handwritten signature Electronic Signing Tax calculator Legislation 2026 Risk analysis File converters Document templates Document transfer Vehiculele firmei Tools Prepare template documents, sign, estimate taxes and exchange files with customers or collaborators. Choose the tool for your activity Urmărește traseele GPS ale vehiculelor Compari drumurile înregistrate de mașini, oprir…
• Handwritten signature 6 Handwritten signature Handwritten signature Internal and external handwritten signature, with a secure link and temporary PIN. from-orange-500 to-amber-500 admin.apps.show Separate module for handwritten signature Private vault for drawn or uploaded signatures Separate module for external signing Secure link with temporary PIN and permanent revocation Handwritten signature You sign in your account and track externally sent or already signed documents in one place. Prepare the document for signing Public page for …
• Archive …: Pending appears as plain text above the buttons. 2. On a computer, you read the name of each action. 3. On a phone, you only use the action icons: pencil 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 o…

AI Assistant

• Requests and confirmations in AI Assistant …ack processing status. To hand over a set of documents, request a ZIP archive of the selection, folder or period; review its contents before preparing and downloading it. Try: “Creează folderul Contracte” (create the Contracts folder) or “Pregătește o arhivă cu documentele din august 2026” (prepare an archive of documents for the specified month). For a ZIP, say “Prepare a ZIP from Archive for this month” or “Create an archive for the «Contracts Nord» folder in Files”. State the source before or after the requested…

Accounting

• Organize your company's dashboard …shortcut only changes the dashboard. Company documents and data are preserved, and you can add the card again. The layout is saved in your account and appears when you sign in on your phone or computer; a suitable version is stored for each available number of columns. You check unpaid invoices and unvalidated documents daily. Keep the dashboard cards useful for these checks and arrange them in your working order. Open a card’s list to see the specific documents; check a summary value in the report behind it. The c…
• Validating documents before accounting recognition … 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 you chose the wrong file. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Invo…
• Tax profile: establish obligations before recording transactions …uments with the transaction period. A regime or registration change does not automatically apply to every previous month. Clarify the profile and period before preparing records and declarations. You have a dated profile to compare with the tax registration record; saving in Fluxe does not file a change with ANAF. Accounting onboarding and takeover Accounting periods: opening and locking Month-end closing before returns Company records show that a tax regime starts on 1 July. In Tax profile, enter the effective dat…
• Accounting onboarding and takeover …uments with the transaction period. A regime or registration change does not automatically apply to every previous month. Clarify the profile and period before preparing records and declarations. You have a reconciled, documented opening position, separate from new activity. Tax profile: establish obligations before recording transactions Accounting periods: opening and locking Month-end closing before returns You take over the accounts from 1 September. The 31 August trial balance shows RON 8,000 in the bank and R…
• Accounting periods: opening and locking …al Journal. Check existing intervals before using ‘Add period’ to avoid overlaps. Enter the period's start and end dates and create it. Check its status before preparing documents, entries or adjustments dated within that interval. Before locking, resolve unvalidated documents, drafts, bank differences and closing checks. Compare the trial balance and registers with supporting documents. Draft notes ciorne Closing month Confirm closing only after checking the period and displayed consequences. Retain reports suppor…
• Fixed assets …n and asset disposal In Derecognition, check the asset by its inventory number and name. Review its status, planned depreciation and journal entry lines before preparing derecognition. The formulas are: planned remaining value = recorded value − planned depreciation to date; planned progress = planned depreciation to date ÷ recorded value × 100. For an eligible asset, check the details in Prepare derecognition before confirming. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.6…
• Contracts …ccounting Law No. 82/1991 — supporting documents and accounting registers OMFP 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 …
• 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 Sales journal: checking output VAT Check sales and when output VAT becomes chargeable 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 rul…
• Balance sheet: checking financial statements … official form. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules ANAF — preparing 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.…
• RO e-Transport in Accounting: document control …o confirmed UIT code. Check the actual submission result within the document workflow. Processing status or a prepared document does not prove a UIT code was assigned. The report is prepared. Does that mean the official obligation is fulfilled? Check the exact result the page provides and the applicable declaration or reporting steps. A calculation, export or local check does not prove official filing and acceptance. Keep the corresponding confirmation or acknowledgement and check the period and company before comp…
• Branches …correct only information you can justify in the form. Calculated values and historical links remain available for checking only. Check document and warehouse assignment. Separating business locations does not replace checking which taxpayer issues documents or files returns. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master dat…
• Contract types: add and edit from the form …rrect only information you can justify in the form. Calculated values and historical links remain available for checking only. Select the type according to the signed contract's subject and terms. Check instalments, advances, due dates and invoicing terms separately. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is cor…
• Profit centers: recording and allocation …No. 82/1991 — supporting documents and accounting registers OMFP No. 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, sele…
• Employees: adding, editing, and payroll details …ained. Payroll: calculating and reviewing the month Employment contracts: the version applicable to the month Ion Popescu is the employee whose payroll you are preparing. Check the identity, required details and contract link before calculating. A person’s name in Catalog does not replace their contract or the month’s timesheet.
• Employment contracts: the version applicable to the month …12 versions by reporting month ANAF — tax obligations calendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 The signed contract 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.…
• Trial balance …y. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. Totals are equal, but a partner…
• Account sheet …rs narrow the displayed rows without recalculating the balance. Open the entry explaining the first difference and compare the document, account and date before preparing a correction. Comparison with documents With an opening debit balance of RON 1,000, a debit of RON 300 and a credit of RON 200, the net balance is RON 1,100 debit. A filter hiding the RON 200 credit does not change the balance to RON 1,300. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial a…
• the big book …y. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. Totals are equal, but a partner…
• Journal Register …. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. Totals are equal, but a partner …
• Inventory register: tracking stock movements: checking and explaining amounts …. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, bu…
• Supplier situation: checking and explaining amounts …. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The statement shows payment, but…
• Customer situation …y. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The statement shows payment, bu…
• Procurement Overview: checking and explaining amounts …. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, bu…
• Sales Overview: checking and explaining amounts …ed for the period are finalized. Under ‘Sales Overview’, compare items, customers, quantities and sales values with the supporting records. Preserve correction signs and separate sales from receipts. Compare the same period and currency before interpreting trends. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differenc…
• Consumptions Overview: checking and explaining amounts …. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, bu…
• Item ledgers: checking and explaining amounts …. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, bu…
• Low-value asset status: checking and explaining amounts …. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, bu…
• Production Overview: checking and explaining amounts …. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, bu…
• SGR Packaging Overview: checking and explaining amounts …. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, bu…
• Management report …try. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct,…
• Orders Overview: checking and explaining amounts …. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. The company total is correct, bu…
• Stock situation …ntity and value by item and warehouse with the supporting records. Compare balances with the inventory and item records. Explain differences before closing and preparing SAF-T stock reporting. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's r…
• Managerial situations: checking and explaining amounts …. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The total differs between two pages. Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect. Totals are equal, but a partner …
• Checking the ledger before recording and reporting Checking the ledger before recording and reporting Identify periods, mappings and entries requiring review before preparing returns. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The period's documents and list of transactions to finalize. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Cont…
• Account Mappings Account Mappings In “Account Mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare accounting policies, chart of accounts and sample workflow documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open…
• VAT Mappings VAT Mappings In “VAT Mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare received invoice and documents supporting its tax treatment. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘VAT Mappings’ a…
• Document type mappings Document type mappings In “Document type mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare original document and destination software requirements. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open …
• Partner Mappings Partner Mappings In “Partner Mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare source document and partner tax details. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Partner Mappings’ and ident…
• Item mappings Item mappings In “Item mappings”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare source document and product or service record. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Item mappings’ and identify…
• Management mapping Management mapping In “Management mapping”, confirm the correct data mapping before preparing documents or transferring data. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare stock document and company warehouse records. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open ‘Management mapping…
• Accounting Home …ransactions requiring supporting documents and continue in the indicated records. In Obligations and deadlines, check the form, period and tax circumstances before preparing the return. A displayed deadline does not confirm filing. For example, for a supplier payment, check the existing invoice and confirm the allocated amount in Bank reconciliation. The association in Document coverage helps find the supporting document, but does not confirm the allocation or by itself remove the payment from Missing documents. Fo…
• Reports — Inventory management …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 alone. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equival…
• Documents in the invoicing report …dvances 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 calculate income. If a RON 500 credit note corrects a RON 5,000 invoice, check the link between the documents and the minus …
• Treasury advances …nts and accounting values in RON separately. When settling a foreign currency advance, check the accounting settlement in account 542 and the exchange difference. Preparing the draft does not automatically post it; review accounts and values before posting. The payment exists, but the advance appears unfunded. Check whether the payment was associated and confirmed for the correct holder and advance. Compare the currency and available balance of the evidence; do not create another payment for the same movement. Am l…
• 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

• Recover files from trash or permanently remove them …ion or permitted permanent removal. Trash can Move to trash temporarily retains recovery. Ordinary files are kept for 7 days unless permanently deleted sooner. Signed documents follow their own rules and are not removed automatically. Permanently delete cannot be undone. Check the document source and keep needed copies separately. Some documents have deletion protections according to issuance, SPV, signing or use in records. Check trash files before confirmation Names and sources of trash items and needed copies be…

Billing

• Drafts in Billing … details opens its page. Print, download or share the document. A draft is not an issued document; check and issue it before using it as a final document. With Signing access, you can sign or request a signature for any draft document type. Check the version and details before continuing: signing a draft does not issue the document. For a final document, issue it first, then start signing from Issued documents. Check the number and customer before confirming Delete draft. Opening the preview does not issue the docu…
• Issued documents … bank confirmation. A receipt being prepared may reserve an amount but does not reduce the outstanding balance until confirmed; check existing reservations before preparing another receipt. An invoice is overdue when it has an outstanding amount and a due date before the current day in Romania. An invoice due today is not yet overdue. The list period selects invoices by issue date; balances show their current position, including receipts and credit notes confirmed after the period. Receive payment opens the form wi…
• Collections and receipts …sh, Also generate a receipt is selected automatically. Check the series before recording; the receipt number is assigned when the payment is recorded, not while preparing the form. Attach proof of payment if needed, as a PDF or image, then review and record the amount received. Each invoice's balance and payment status are updated, and the requested receipt is generated and kept in your account. Available to allocate = max(Invoice total − Issued credit notes − Confirmed receipts − Amounts already allocated and awai…
• Product and service catalog …t match the invoiced quantity. Correct the item and check draft items before issuing. Do not change an issued document’s price without the correction workflow. Preparing invoicing line items Search for the item by code and name before adding another. Open Preview for existing details or Edit from the row menu to make a correction. Verifică denumirea, codul, unitatea, prețul în lei, categoria și tipul contabil. Completează stocul, pragul de reaprovizionare și gestiunea; folosește TVA numai când se aplică firmei. Poț…
• Billing settings and the ANAF connection …What should I check? Compare the series and document type, then the latest documents issued in that series. The final number is assigned when issuing, rather than preparing a draft. Do not change the series to reuse an assigned number.
• Incoming invoices …earches 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; keep authorisation valid for new invoices. To check the original without downloading or leaving the list, choose Preview from the invoice menu. Document, information and act…

Calendar

• Check documents and due dates for a day or month …e separate so you can consult needed information without losing the selected period. Month shows documents grouped by day; Activity always shows operations and sign-ins for the selected day, including with Month documents. Document date may differ from upload, change or due date. To review narrows the period's documents to those requiring data checks. Not sent to SPV tracks invoice submission, while Overdue and Due today open due dates relative to the current day. Data approval does not prove SPV submission; propos…
• Check daily activity and recover a deleted document …vant 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 them or Relevant activity is selected; export does not undo or repeat operations. Review changes and restore the…

Customers

• Identify the business partner and update contact details …s retain details from issuance. Check new details in a future draft. To correct an issued document, use its workflow in Billing. Atelier U2 SRL and Atelier U2 Design SRL have similar names. Search the contract's tax identifier, check the registered office and update the phone only in the correct company's record. Elimină un contact fără să pierzi documentele Check a customer's documents and sales Import contacts and export the required list

Documents

• Configure keyboard shortcuts … defaults returns to the initial shortcuts, including Ctrl/Command + F for search and Ctrl/Command + Shift + U for Add documents. If a combination is already assigned, check the displayed feature name. Overwrite shortcut moves the combination to the new feature and disables it for the previous one. Cancel keeps both choices unchanged. Save shortcuts to retain the changes. Verifici frecvent documentele firmei. Cauți Validează documente, activezi Shift și alegi tasta G, apoi salvezi. Ctrl/Command + Shift + G deschide…
• Uploading supporting documents …her company documents here, regardless of which application will use them. Upload buttons in Accounting, Documents, Calendar and Archive open the same page. To sign a new file in the account, upload it here, then start signing from the saved document. External signing requests also allow files to be uploaded for sending to the recipient. The Document uploads list is shared by devices connected to the same account: you can add files on a computer and continue with scans from a phone. Prepare and submit documents Fro…
• Find information in your account …n the issued document in its application. Download and print are directly available; other operations are in More actions. Check the document and recipient before signing or sending, and the original before moving a copy to trash. In Related documents, follow an invoice and its credit note, an invoice and its associated payment received, a paid pro forma invoice and its associated tax invoice, or a source document and signed copy. The list appears when a link is retained in Fluxe and you can access that document. O…
• Checking extracted documents …e or amount is missing or the calculations do not match, correct the data against the original before confirming. For a credit note or reversal invoice, retain the signs of amounts as printed. Uploading supporting documents Document scanning Document validation In this example, the supplier invoice shows a RON 1,000 net amount and RON 210 VAT, totalling RON 1,210. Compare the original with every field and correct a total read as RON 1,270. Even if your company is not VAT-registered, keep the supplier’s VAT; confirm…

Seller Central

• Managing Seller Central stores …check? Compare the last synchronisation and automatic synchronisation status, then open the module's synchronisations. Check access and the import result before preparing orders. Setările unui magazin se aplică și celuilalt? Fiecare magazin își păstrează conexiunea, regulile de facturare și opțiunile de stoc. Verifică magazinul exact; stocul comun se activează separat, după asocierea produselor. Operations needing attention Searching store orders and products

Tools

• Handwritten signature Handwritten signature Preparation and signing Document signing Signing drafts Documents and archiving Signed documents Archive Trash for signing documents Saved signatures Saved signatures
• Electronic Signing Electronic Signing Pregătire și autorizare prin certificat Semnarea electronică cu certificat
• Risk analysis Review a company's annual financial statements, financial indicators and risk signals, with interactive charts.

Instrumente · Document templates

• Creating and tracking documents …cts. These agreements are not individual employment contracts and do not replace statutory day-worker records, completed separately in the official electronic register. Preparing the template does not register the company, report to REGES or file returns. Issuance does not automatically send the document to the recipient. Prepare goods transport and logistics Choose National road freight contract or International road freight contract according to the actual route. For another transport mode, use Goods transport co…
• Decisions and numbering series …t documents. How do I avoid confusion? Check the document type covered by each decision, period and numbering. Choose the decision matching the document you are preparing and compare the latest issued numbers. Do not assume a series configured for one type applies to every document. Completing the decision and numbering series Choose the decision type and check the period and company details. Use the existing series where applicable to the decision and compare the document type, prefix and starting number. Enter th…

Instrumente · Document transfer

• Send documents through a PIN-protected link …ocuments no longer need access. Link expiry or closure keeps files in the account. Deleting the transfer permanently removes files; download needed copies first. Preparing the contract and annexes for Companie U2 SRL, with link delivery and seven-day access. Check files and validity before creating the link. Document transfer Send files or request documents through a PIN-protected link. Choose the access period and track the files received. Request documents through a link

Instrumente · Electronic Signing

• Semnarea electronică cu certificat Semnarea electronică cu certificat Pregătești ștampila în browser și autorizezi documentul în Fluxe Sign, folosind certificatul tău. Deschide Instrumente → Semnare Electronică pentru documentele care trebuie semnate cu certificat. Acest modul are istoric separat de semnarea olografă. Conectează tokenul USB sau deschide programul certificatului cloud, apoi deschide Fluxe Sign pe același calculator. În browser, folosește Verifică programul pentru a confirma legătura. Adaugă PDF-uri de maximum 50 MB fiecare sau alege …

Instrumente · Handwritten signature

• Document signing Document signing Sign the document or send it to someone else for signing without downloading and uploading it again. Handwritten signing in Fluxe produces a simple electronic signature, not a qualified signature. Check the document's requirements before choosing this method. The signing link and PIN are valid for 2 hours. Send them only to the person who needs to sign and revoke access when the request is no longer needed. Track signatures In Tools → Signing, first check Pending signatures. Choose Sign a document …
• 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 Signed documents Find the latest signed version and check who signed and when, while retaining the original document. In Signing history, use Search, Status, Source, and Sort to find documents. Select documents to Pin, Highlight, Copy, or Export CSV. For another signature, use Sign in account or Request another signature on the appropriate document card. In Signing history, check the latest document version, the people who signed, and the time of each signature. For another signature, continue from the latest signe…
• Archive Trash for signing documents Archive Trash for signing documents Find documents deleted from Signing in Archive and restore them without reactivating closed external links. Documents deleted from Signing are in the single Archive trash. Open Archive, choose Trash, select the document and use Restore. Restoration brings the document and its versions back to Signing history without reactivating closed external links. Documents signed in your account or externally can be permanently deleted from Archive Trash: select the document, choose Permanen…
• Saved signatures …es not automatically sign every document. The saved signature is too large or covers text. How do I correct it? Adjust the size, position and orientation while preparing to sign, and check every page before Apply and finalize. If the document is already finalised, check the version and recreation workflow before signing again. Can I request another signature on an already-signed document? Start from the latest signed version available in Signing history, check existing signatures and the next recipient. Preview the…

Instrumente · Legislation 2026

• Check a situation under Romanian law …able version, amendments and exceptions for your situation's date. Use Continue search for a related question. For example, after a copyright question, search assignment-agreement rules and tax obligations. When a Fluxe action appears, open the appropriate form: Template: copyright agreement, Issue invoice, delivery note or goods receipt note (NIR), according to subject and account access. Complete and check details before issuing; opening the form alone does not issue the document. Search conversation history by t…

Instrumente · Risk analysis

• Analyse a company's financial risk …e 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 … scenario opens details in advanced mode for a new calculation. Download the report with annual and monthly results, entered details, year and assumptions before signing out. Analyse tax options and compare annual personal net income, taxes and included costs. The result shows only scenarios calculable from your answers. Check suggestions' legal basis and confirm classification and option timing with the accountant before applying them. Calculating the result PFA under actual income assessment: net income before co…
• Check CAS and CASS for annual income …Popescu has self-employment income and dividends. He enters the two categories separately and compares CAS, self-employment CASS and passive-income CASS before preparing the return. You have a salary, but PFA CASS appears? Salary may remove the top-up to the minimum of 6 minimum wages if conditions are met; it does not remove the contribution on PFA income. Income type changed and fields cleared? Enter the new category's base. A gross rental amount cannot automatically be reused as a net dividend. Enter income and …

Seller Central · WooCommerce

• Invoicing WooCommerce orders …tus with the issuing rule and check already-linked documents. A pro forma invoice does not prove an invoice was issued. Check automation results before manually preparing a new document to avoid duplication. The order already has an invoice. Can I generate another? Check the order’s linked document, issuer, number, total and status. Open the existing invoice before generating anything. For incorrect details, follow the invoice correction workflow; do not create a duplicate for the same sale.
• WooCommerce orders …mmerce 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 retrieved information. The order’s delivery address differs from the registered office. Is it wrong? Compare the delivery address with order details and the buyer’s confirmation. Office and delivery addresses may differ. Correct only incorrect information and separ…
• Organising WooCommerce orders Organising WooCommerce orders Prioritise order preparation, track deadlines and assign work. Select the store and open Orders → Order operations. Filter by preparation, priority, assignee, label or blocker. Overdue only helps you find orders that need attention. From the order menu, choose Preparation and history. Enter the assignee, priority, deadline in the store's time zone and, if applicable, the blocker reason. Save the preparation details; history retains the changes. For multiple orders, select the rows and …
• Automating WooCommerce order preparation …oose 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 runs. Review the condition and check results already produced. Do no…
• Checking a WooCommerce order …mmerce 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 retrieved information. The order’s delivery address differs from the registered office. Is it wrong? Compare the delivery address with order details and the buyer’s confirmation. Office and delivery addresses may differ. Correct only incorrect information and separ…

Seller Central · eMAG

• eMAG waybills …d shipment. Request via official connection that the order's courier selection can be redone. After unlocking, sync the order before choosing a new courier and preparing the shipment. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. eMAG orders eMAG returns eMAG customer invoi…
• eMAG orders …ut shipped in eMAG. What should I do? Check the latest synchronisation time and update the data. Compare the exact order and existing shipping documents before preparing another AWB. Check delivery and payment statuses separately. Confirmation has an unclear result. Should I repeat the operation? Open the exact order in the store and check its status, changes and existing refunds, then the synchronisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, …
• eMAG offers …heck the published offer and prepare a price or stock change. Choose the account and find the offer by name or code. Compare the price, stock and status before preparing the change. Confirm only the values you want to send. If the submission outcome is unclear, check the offer in eMAG and sync before repeating the operation. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then …
• eMAG categories …eded to classify a product. Select the account and sync the categories. Find the appropriate category for the product and check the imported information before preparing the export. The eMAG category and the category in the Fluxe catalog serve separate purposes. When submitting a product, complete the mandatory attributes for the selected eMAG category. 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 co…
• eMAG localities …lity used in delivery details. Select the account and find the locality in the synced list. Compare the locality and county with the recipient's address before preparing transport. If you cannot find the locality, check the account's marketplace and update the list. Do not replace the buyer's locality with a similar one just to continue. 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 sto…
• eMAG courier accounts …ts 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 not connected your …
• 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 product images …es Prepare accurate images for products sent to eMAG. Choose photos that show the actual product and that you have permission to use. Check the main image when preparing to export the product from the catalog to eMAG. The AI Images page does not confirm that an image has been generated or published. To change photos for an existing offer, use product management in your eMAG account. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG…
• Generating an eMAG shipping label Generating an eMAG shipping label Prepare the shipping document for an eMAG order. In Shipping labels and deliveries, choose the order you are preparing to ship. Check the recipient, addresses, courier, parcel count and measurements before confirming. After issuance, track the result and download the document in the format suitable for your printer, PDF or ZPL. If issuance remains unconfirmed, sync the result before trying again. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, de…

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 …or the applicable period. In D100, compare the liability type, period, amount and tax entry and check rounding differences. Track the RON 1,000 payment separately; preparing the declaration does not prove payment or accepted filing.
• Declaration D101 … history After supported confirmations, generate the version and download its XML from history. Check all details and the deadline in official ANAF software before signing. Keep the submitted version, submission receipt and reconciliation with accounting. Open this return’s form The tax profile does not cover the whole period Check the document proving the regime and effective dates. Correct the profile based on evidence and rebuild the legal calculation interval; do not arbitrarily declare the current regime appli…
• Declaration D112 … after completing supported confirmations. Download the version from XML history for checking; complete special situations in ANAF software and validate before signing and submitting. Open this return’s form An employee is missing or gross salary is wrong Check start and end dates and the salary valid in the selected month, then payroll. Do not alter closed payroll to overwrite history; follow the permitted correction and prepare an amended return if the previous one was filed. There is medical leave, suspension or…
• Declaration D205 … official validation and resolve relevant errors and warnings. Compare the final totals in D205 with the reconciled position in Fluxe and related declarations. Sign with the registered qualified certificate and submit through the service specified by ANAF. Download the acknowledgment, check acceptance and archive the submitted file, validation report and evidence. Do not automatically reuse the previous year's form. The form and instructions were amended, including through OPANAF No. 303/2026. Check the data prepar…
• D300 VAT return …lidation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Open the Purchase journal and Sales journal for the tax period. Trace differences to the document and, in double-entry bookkeeping, to the posted 4426/4427 entry. Do not add an amount directly to the return to conceal a missing source. Purchase journal Sales journal Trial balance În D30…
• Special VAT expense report D301 …lidation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Check purchases and special operation documents in RON/foreign currency purchases. A business not VAT-registered keeps the VAT on a supplier invoice but does not automatically treat it as deductible VAT and need not activate its own VAT to prepare the D301 supporting file. RON purchases…
• Recapitulative Declaration D390 VIES …lidation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Open the Purchase journal and Sales journal for the tax period. Trace differences to the document and, in double-entry bookkeeping, to the posted 4426/4427 entry. Do not add an amount directly to the return to conceal a missing source. Purchase journal Sales journal Trial balance In D39…
• D394 information return …lidation compare the original with the date, currency, partner, taxable base, VAT and tax treatment. Confirm only supported details; for credit notes, keep the sign and link to the original invoice. Add documents Document validation Open the Purchase journal and Sales journal for the tax period. Trace differences to the document and, in double-entry bookkeeping, to the posted 4426/4427 entry. Do not add an amount directly to the return to conceal a missing source. Purchase journal Sales journal Trial balance În D39…
• Special VAT return D398 — OSS and IOSS … and period — quarter or month, depending on the scheme. Complete operations and corrections, and compare totals by Member State and rate with Fluxe. Validate, sign and submit through the OSS application, not the service used for other declarations. Check the processing status and payment reference, then archive the evidence and the submitted version. For EU OSS, D398 is filed by the end of the month following the quarter, including quarters without transactions while registration is active. Do not apply this frequ…
• D406 information return — SAF-T …nd Fluxe check results for each component. In Frequency, choose Monthly, Quarterly, Annual · assets or On request · inventory. Check each component's interval before preparing the file. For periodic reporting, select the D406 file and check the generated XML with DUKIntegrator for the reported year and month. The D406T test file is separate and does not replace the tax return. Annual · assets uses the fixed asset register, acquisitions, depreciation and disposals reconciled with posted entries. Check the filing rec…
• Declaration D700 …t’s exact deadline. The supporting file is not the filing form. Open this return’s form Complete the relevant sections in the current ANAF D700 form, validate, sign and submit. Keep the receipt and change decision/confirmation when required, then reflect the confirmed regime and date in Fluxe. Open this return’s form Tax profile and registered obligations You changed the Fluxe profile but ANAF shows the old regime Check the return actually submitted, its receipt and the change’s effective date. Saving in Fluxe is n…
• D710 corrective return …e official validation and resolve relevant errors and warnings. Compare the final totals in D710 with the reconciled position in Fluxe and related declarations. Sign with the registered qualified certificate and submit through the service specified by ANAF. Download the acknowledgment, check acceptance and archive the submitted file, validation report and evidence. D710 starts from a submitted D100. Without the initial declaration and its acknowledgment, you cannot reliably determine which liability you are correct…
• D212 single tax return …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 form. Use the consolidated information and estimates in Fluxe for checking. Confirm your personal class…