Help

Start and account

• Subscriptions …r request deletion. We do not automatically delete data. Other appsWith Billing active, you can view demonstrations of the other applications without editing, exporting or downloading. Choose a subscription that includes them to work in them. On-demand deletionBefore requesting account deletion in My account → Security, download the invoices and documents your company must retain.See the Privacy Policy for information about data retention. Partner code discount Invite and earn from your business account Your busine…

Security and communication

• Frequently asked questions …ccount 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 contului este în antet. Î…

Company activity

• Documents …ng documents. from-sky-500 to-cyan-600 admin.apps.show Catalog of official models Commercial and accounting documents in a single hub Dynamic forms and prefill Export PDF and operational archiving ANAF search by CUI Documents You create, upload, verify, and find company documents, grouped by purpose and type. Upload and review company documents Preview of an invoicing document in Documents, with the A4 sheet correctly framed Documents originating from Invoicing use the same A4 sheet and the same popup framing as in…
• Calendar …e chosen date with the original and detected date before moving the document to another day. Check daily activity and recover a deleted document Track changes, export activity and restore documents still recoverable. You want to check what happened on a particular day. In Calendar, choose Day and the date: review the documents, then Account activity and sign-ins. Export Excel keeps the selected date’s activity; an invoice appears according to its document date, which may differ from the day you worked on it. I cann…
• Accounting …ck receipts, issues and the deposit balance → 5. Check child tax documents → 6. Export CSV, Excel or PDF. Accounting period page with control values, warnings, SAGA export, and the table of documents and statements Verify period control → Resolve warnings → Work on the document row → Export the range for SAGA. The Accounting analyses page with an exact interval, documents requiring review, indicators and tabular checks by period Select the interval → Resolve the documents to be verified → Read the indicators → Open…
• Customers …al follow-up Customers You keep customer, supplier, and individual data, along with their activity history. Organise business partner details and documents The export popup from the Customers application, with period and source application The export allows for the Entire period or an exact interval and can separately extract contacts from Customers, Invoicing, Documents, or eMAG. Identify the business partner and update contact details Keep an accurate customer, supplier or individual record and avoid duplicates. …

Accounting

• Organize your company's dashboard …nd review the changes before making yours again; reloading replaces 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 c…
• Accounting analyses …Exporting as CSV, XLSX or PDF preserves the selected report's table. Check the period in the transfer dialog: it determines the contents of the downloaded file. SAGA datasets are prepared separately and are not automatically sent to another application. The unreconciled total differs from another report's total. Compare the exact interval, currency and confirmed allocations. Do not compare the value of all documents with the value of bank movements: they are different populations. Consultarea analizei a aprobat doc…
• Importing and exporting accounting data …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 transactions. Blocked or unco…
• Tax calculation: the tax base and tax due …ed. 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 completing the work. You have a confirmed tax computation explaining the difference between accounting profit or loss and the taxable base. Corporate Income Tax Record Register Purchase journa…
• Corporate Income Tax Record Register … 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 completing the work. The register substantiates the taxable result and reported tax through explanations, calculations and documents. Tax calculation: the tax base and tax due Purchase journal: c…
• Purchase journal: checking deductible VAT …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 completing the work. The VAT journal contains verified transactions and treatments for reconciling returns. Tax calculation: the tax base and tax due Corporate Income Tax Record Register Sales jou…
• Sales journal: checking output VAT …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 completing the work. The VAT journal contains verified transactions and treatments for reconciling returns. Tax calculation: the tax base and tax due Corporate Income Tax Record Register Purchase …
• Balance sheet: checking financial statements …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 completing the work. You have a reconciled preview; check the official form and filing documents separately. The trial balance shows a RON 2,000 receivable from Atelier U2 SRL. Compare the balance…
• e-VAT: checking differences against company records …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 completing the work. Differences have explanations and supporting documents on which a response can be based. Tax calculation: the tax base and tax due Corporate Income Tax Record Register Purchas…
• RO e-Transport in Accounting: document control …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 completing the work. You can identify transports requiring additional details and evidence for declared transports. An order’s transport documents are complete, but no confirmed UIT exists yet. Op…
• Employees: adding, editing, and payroll details …nd IBAN before confirming. For multiple entries, use “Download template” below the table, complete the file without changing the headers, and choose “Import.” “Export table” downloads the current employee list to Excel. Review the preview before applying; this page’s import changes only the employee list. For an existing employee, select the row and choose “Edit row details” in its details and options window. Correct the information in the pop-up form; the associated contract and salary history remain available for…
• Trial balance … 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. Check the active company, period and editing permission before any confirmation. Foll…
• the big book … 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 company, period and editing permission before any confirmation. Follow only steps…
• Checking the ledger before recording and reporting …ntry, check reversal and reposting and its link to the original. You know what must be finalized before using the ledger for closing and returns. Importing and exporting accounting data Account Mappings Partner Mappings Item mappings A document is approved, but its draft entry is unposted and a mapping is missing. In Control, identify incomplete stages and open the named pages. Correct the mapping and check the entry before using the report in a declaration.
• Account Mappings …rming. Check the rule valid on the document date. Changing future mappings does not correct posted entries. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history. Draft sources surse The confirmed selection does not match the source. Check the document and correct identity, then correct the mapping. Check records and files already produced separately; a new rule does not automatically rewrite them. The file was download…
• VAT Mappings …nd exchange rate with the documents before confirming. Confirm each document's treatment according to the transaction's nature. Check which values the selected export represents; an export cannot replace tax analysis. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history. Purchase journal The confirmed selection does not match the source. Check the document and correct identity, then correct the mapping. Check records a…
• Document type mappings … and transactions with distinct VAT treatment separately. The file code must represent the actual document. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history. Data transfer accounting The confirmed selection does not match the source. Check the document and correct identity, then correct the mapping. Check records and files already produced separately; a new rule does not automatically rewrite them. The file was dow…
• Partner Mappings …ountry and name before confirming. Do not merge people or companies merely because their names are similar. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history. Suppliers The confirmed selection does not match the source. Check the document and correct identity, then correct the mapping. Check records and files already produced separately; a new rule does not automatically rewrite them. The file was downloaded or uplo…
• Item mappings …e are truly equivalent. Check the quantity conversion before treating different packaging as the same item. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history. ware The confirmed selection does not match the source. Check the document and correct identity, then correct the mapping. Check records and files already produced separately; a new rule does not automatically rewrite them. The file was downloaded or uploaded.…
• Management mapping …se used in the destination software. Do not map an unknown depot to a warehouse merely to finish importing. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history. Warehouses The confirmed selection does not match the source. Check the document and correct identity, then correct the mapping. Check records and files already produced separately; a new rule does not automatically rewrite them. The file was downloaded or upl…
• Accounting Home …a confirmed bank allocation. Sort by date or value. Indicator total remains the sum for the entire indicator; Filtered total covers only the current selection. Export selection as XLSX downloads all filtered results, including those on subsequent pages. For a company with confirmed double-entry bookkeeping, Estimated and posted compares the gross result of documents in RON with income and expenses from entries posted in the selected period. Open the differences to review documents without postings, differences on t…
• Accounting period review … through automated extraction; if missing, the upload date. The same date determines monthly grouping in the archive. XML datasets for synchronisation opens the SAGA data exchange for the selected interval. Check the downloaded file and import it into the receiving application; it does not represent data already sent to SAGA or ANAF. An expected document is missing from the open period. Check the company, document date and table filters. For an undated or still unconfirmed document, check the source in Documents be…
• The accountant's page … same effect on the trial balance. Check the entry in the General journal and post it only after reviewing the accounts, date and amounts. Recent documents and SAGA transfer Recent activity provides the period's documents and transactions. For detailed analysis, continue in Analyses and the accounting registers. In the SAGA transfer, check the dataset, interval and items requiring completion. Download XML only after checking it and verify its import into the receiving application; downloading does not mean that app…

Billing

• Issued documents …riod 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 Outstanding amount = max(Invoice total − Issued credit note amount − Allocated confirmed receipts, 0), in invoice currency. Credit note amount is the positive amount reduci…
• Customers in Billing …resele care nu se mai folosesc. Salvează clientul pentru documentele viitoare. Pentru documentele existente, alege Vezi facturile și verifică filtrele înainte de export sau încasare.
• Billing reports …sales with purchases in the period; it does not represent accounting profit or actual cost of goods sold. Check products without incoming cost separately. Whole-report export in XLSX, CSV or PDF includes the period's rows even if search narrowed the table. For a few rows, select visible items and use Copy or Export CSV. Check the selection after changing page or search. Companie U2 SRL analyses a product with sales of RON 2,000 and NIR purchases of RON 1,200 in the same month. Displayed estimated margin is 2,000 − …
• SPV messages … and its password, then choose Save SPV certificate. The certificate must be valid, include the private key and have rights for the current company; a public part exported from a USB token is insufficient. General correspondence retrieval covers messages available in the last 50 days and retains only 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 …

Calendar

• Check daily activity and recover a deleted document Check daily activity and recover a deleted document Track changes, export activity and restore documents still recoverable. Account activity Activity shows operations on the selected day in both Day and Month modes. Relevant activity prioritises operations useful for review; All actions includes the full day's history. For document corrections, compare Before and After values. Sign-ins appear separately and can be viewed on request. Repeated downloads and updates may be grouped. Expand the group to check each opera…

Customers

• Identify the business partner and update contact details … 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
• Elimină un contact fără să pierzi documentele …ează factura și nu înregistrează o încasare. Identify the business partner and update contact details Check a customer's documents and sales Import contacts and export the required list
• Check a customer's documents and sales … checked separately in payment documents. Identify the business partner and update contact details Elimină un contact fără să pierzi documentele Import contacts and export the required list
• 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

• Document reports …oose the appropriate financial report. In All report data, search displayed values, sort from headers and select visible rows for Pin to top, Highlight, Copy or Export CSV. XLSX, CSV and PDF exports retain the complete period report. Ai trei documente De validat, dintre care unul Necesită atenție, și două facturi emise în Facturare în luna aleasă. Mai ai de verificat trei documente în total, nu patru: documentul care necesită atenție este deja inclus în cele trei. Cele două facturi apar separat în indicatorii perio…

Instrumente · Document templates

• Creating and tracking documents …d change sorting; Apply filters displays the selection. From Actions, Pin to top keeps important templates at the start. Select cards to pin, highlight, copy or export them together. For a sale to an individual buying outside their professional activity, choose the appropriate consumer template: in-store, second-hand goods in-store, distance or off-premises. Enter the goods, total price and complaint contacts. Check the official legal guarantee notice included in the PDF; distance and off-premises documents also in…

Instrumente · Handwritten signature

• Signing drafts …hem. 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 handwritten signature to documents or request signatures through a PIN-protected…
• Signed documents …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 signed version so the previous signatures are preserved. Documents signed in your ac…

Seller Central · WooCommerce

• WooCommerce feeds and catalog import …s and catalog import Check product completeness and apply catalog updates after previewing them. In Products → Feeds and catalog import, use Check products. The export includes published simple products with a confirmed name, description, public URL, image, price and availability. The result also shows reasons for exclusion. Download CSV or Google XML for eligible products. Check the channel's additional requirements before uploading. The file uses the store's current price and does not recalculate it. For import, …
• Disconnecting a WooCommerce store …eved data remains available for reference until permanent deletion. Check the connection status to confirm the link has stopped. To remove local records, first export the data you need, then separately use the deletion workflow for the disconnected connection. 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 co…

Seller Central · eMAG

• eMAG products …es already selected. Use eMAG Product Import to bring products into the Fluxe catalog. For a catalog product that needs to be sent to eMAG, prepare the product export and check its classification before confirming. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. Importing eMA…
• eMAG product feeds eMAG product feeds Check the appropriate workflow for transferring products to eMAG. To send a product from Fluxe, use the catalog's eMAG export and complete the required category and attributes. Check the product before confirming. If you are using a file provided for import into your eMAG account, follow that account's category template. The Feeds page does not confirm that products have been published. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analys…
• eMAG categories …fy 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 connected your s…
• eMAG product images …curate 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 connection i…
• Sending a product to eMAG Sending a product to eMAG Prepare the catalog product for publication or linking in eMAG. In the Fluxe catalog, choose to export the product to eMAG. Check the account, category and product identity; for an offer linked to an existing product, confirm the correct identification. Enter the price excluding VAT, price limits, stock, shipping and required attributes. Check the photo and description before confirming, then track the result in eMAG. eMAG Find the guide for the eMAG page you are working on: orders, produc…