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Start and account

• Subscriptions …d examples from a fictional business. In apps included in your subscription, you continue working with your own business data. 2. When you try to add, change or send data in the presentation app, the required subscription appears. For example, you can read prepared conversations in AI Assistant, while Business is required for your own conversations. Choose Continue exploring or View subscription to compare the offer; this choice does not automatically activate or pay for a subscription. 3. If you have an eligible s…
• Install Fluxe …Fluxe opens directly in the Hub and uses the same account and data as the browser version. Important! The browser shows the install option only when the device supports it. If it does not appear, you can continue using Fluxe directly in the browser. Install Fluxe on your phone Open Fluxe in the browser and sign in to your account. Open the browser menu and 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 …

Security and communication

• Privacy and DPA agreement …ements. Can I put personal data in a support ticket? Include only data necessary to identify the issue. Hide unrelated information in the screenshot and do not send passwords or authentication codes. For documents containing personal data, check company rules and processing documents before sharing. manual.legal manual-legal-page Before uploading employee documents, read the Privacy policy and DPA for your company’s account. Check the document and required version, then confirm only if you are authorised to accept …
• Contact page …e all accounts suit the same payment. If details differ, ask for clarification through the contact channel before transferring money. What information should I send so the issue can be checked? Give the page, document or operation, approximate time, steps taken and full displayed message. Attach only the relevant screenshot, without passwords, authentication codes or card details. Reply in the same request for the same issue. manual.contact manual-contact-source You need Fluxe’s supplier details for your company re…
• Frequently asked questions …ued invoices remain in Invoicing, in the Issued Documents section. You can filter by date, customer, series, or number. Open the invoice for preview, download, sending, or checking collection. billing View Invoicing guide intrebare-73291d78cd basics How do I keep notifications that still need attention visible? After resolving a notification, you can dismiss it to keep only messages that still need attention in the list. Clear all dismisses all eligible notifications without changing the documents they refer to. No…

Company activity

• Billing … check the intra-community tax proof, fill in the CPV code on each B2G item, and let Invoicing evaluate the RO e-Transport thresholds before submission; Accounting cannot send the document. Repeated SPV notifications merged into one recent card for each invoice 1. Fluxe identifies the invoice in the alert → 2. Replaces the older reminder for the same invoice → 3. Keeps only the most recent card; alerts for different invoices remain separate. Invoice creation Prepare the invoice with the customer's details and sales…
• Documents …included series. Configure keyboard shortcuts Open frequently used features with your own key combinations, without changing your colleagues' settings. Uploading supporting documents Upload invoices, statements and receipts as you receive them, then complete or check the details before confirmation. Automatic reading is available in Professional for 200 documents per month and in Business without this cap. Document scanning Photograph a document with your device and prepare it for review. Find information in your a…
• Calendar …vity 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 date and storage location. Open the document from today's activity to review its contents without searching for it again in Archive. Check documents and due dates for a day or month Find the period's documents, check what needs attention and track outstanding invoices. Correct a document date in Calendar Comp…
• Accounting …ection. Issued Documents Table on phone, with amount below Tax ID / CUI, SPV status point, document type in the expanded area, and direct actions 1. Open Filters to search → 2. Click the row for details → 3. Check the data and SPV status → 4. Check the document in preview without downloading, or use the document actions → 5. For an unsent invoice, click Send now and check the result → 6. Click the row again to collapse it. The Suppliers table with Filter in the action bar, the Verification column, the individual ac…
• Customers …ial Context Links to accounts Flows and billing Commercial statutes and operational follow-up Customers You keep customer, supplier, and individual data, along with their activity history. Organise business partner details and documents The export popup from the Customers application, with period and source application The export allows for the Entire period or an exact interval and can separately extract contacts from Customers, Invoicing, Documents, or eMAG. Identify the business partner and update contact detail…
• AI Assistant …h in company documents Monthly statements with charts and bank coverage Customers with unpaid balances and payments due Guided document issuance, reminders and support Local processing before Fluxe AI routing AI Assistant Find company information, prepare documents and organise tasks through conversation. Review the proposal and confirm before an operation changes data. Make the request and review the proposal Requests and confirmations in AI Assistant Turn everyday requests into documents, reports and organized ac…

Organization

• Tools …Document templates Prepare contracts, quotations, requests and other documents from 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 conti…
• Handwritten signature …signature after checking all documents. Prepare a quote for Atelier U2 SRL and request Ion Popescu’s signature. Select the correct version, check the recipient and send the request. The request remains pending until signing is complete; check the result in the final PDF in Signing history. The request was sent. Why does the document not show as signed? Check the status in External requests and the request’s expiry. The document is signed only once the recipient completes the process. If access has expired, check wh…
• Archive …bove 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 or permanently remove them Check d…
• Notes 8 Notes Notes Quick internal notes with inline links to local documents and attachments. from-slate-500 to-cyan-600 admin.apps.show Simple internal editor, no complicated menus Search documents directly from * Local attachments and quick editing Notes Quickly write down internal ideas and information and link them to relevant documents or files. Write notes and schedule reminders Keep an activity's context in notes Write internal information, link relevant documents and update the note as work progresses. Schedule …

Integrations and support

• Seller Central …t. The package is verified before installation, and automatic updating is an explicit option. WooCommerce Refund Page with the information button for the option Send refund via gateway The (i) button explains exactly when the gateway should send the money and when the refund only needs to be recorded in WooCommerce. Operations needing attention Find unconfirmed operations and continue checking them in the correct store. Managing Seller Central stores Choose the store and check the connection and synchronisation bef…
• Customer support … ID and selected documents 1. Enter the name or ID → 2. Choose the document or image → 3. Send the ticket; the document ID remains visible for troubleshooting. Send a support request with relevant documents Describe the specific problem and attach only information needed for checking it. Track replies and close a resolved request Continue in the same ticket and confirm resolution after checking the result. You cannot download an invoice. Open Support from the account menu and create a ticket with the page, document…

AI Assistant

• Requests and confirmations in AI Assistant …oice, prepare a document, update a contact or organize files without finding each page. You work with the selected company and the applications you can access; sending uses the company’s active connections. Describe the desired result in ordinary language. When the activity can be completed in the conversation, Fluxe AI asks only for the missing information. For an activity that must be completed on its own page, you receive the correct action directly, limited to your applications and permissions. In a long conver…

Accounting

• Organize your company's dashboard …. If the layout was changed from another device, choose Reload layout and 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…
• Validating documents before accounting recognition … 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 Invoices and credit notes, till receipts, cash receipts, statements and other documents supporting the transaction. Contracts, goods receipt notes, delivery notes, expense reports or customs documents where they substantiate the trans…
• Bank reconciliation: allocating statement movements …ement movements Allocate each bank movement to the correct document and check balances and outstanding amounts. Compare the bank statement transaction with its supporting documents, then confirm or reject the suggested match or add an allocation. A suggestion does not change accounting records. Confirm the association after checking the documents, then generate the draft journal entry separately if needed. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and…
• Accounting analyses …e 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. Unreconciled amount for a transaction = maximum(0, transaction amount…
• Accounting reports …t 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 grouping by month, quarter or year. For I…
• Tax profile: establish obligations before recording transactions …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 — form and instructions, OPANAF 15/2026 ANAF — intra-Community goods acquisitions and VAT period changes in 2026 ANAF — microenterprise conditions and D700 classification notification in 2026 ANAF — leaving the microenterprise regime during the ye…
• Importing and exporting accounting data …d ZIP package for all datasets containing items. Read the instructions and summary, then import the files in the appropriate SAGA screens. Downloading does not send data to SAGA or ANAF. Download the Tax Records Register After confirming the corporate income tax calculations, choose Download OMF 808 Register and CSV, XLSX or PDF. Check the period and amounts before archiving or handing over the register; microenterprise periods are excluded. Accounting Law No. 82/1991 — supporting documents and accounting registers…
• Check supporting documents for bank transactions Check supporting documents for bank transactions Find statement transactions that still need a supporting document. 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 Ac…
• Accounting onboarding and takeover Accounting onboarding and takeover Establish where Fluxe records begin and check transferred documents and balances. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The latest trial balance and subsidiary account ledgers for double-entry bookkeeping. The receipts and payments journal and inventory register for single-entry bookkeeping. Customer, supplier, bank, cash, stock and fixed asset statements at the tak…
• 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 Accounting mappings: accounts used for drafts Establish accounting mappings for transaction types and their effective dates. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The company's accounting policies. The chart of accounts and sample documents for each workflow used. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form …
• From supporting document to draft journal entry From supporting document to draft journal entry Prepare the entry using the verified source and retain its link to the document and transaction. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The approved document or confirmed transaction: invoice, reconciled statement or another source in the table. Supporting documents required for classification and the applicable accounting mapping. Check the active compa…
• Reviewing and posting draft entries Reviewing and posting draft entries Review the proposed entry before it enters the general journal and reports. 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 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…
• Correcting posted entries through reversal …ecting posted entries through reversal Retain the original entry and document the correction without rewriting accounting history. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The original 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…
• Accounting items Accounting items Record adjustments supported by documents and review drafts before posting. Reviewing a manual entry In Add journal entry, complete the date, description and lines using the supporting document. The required relationship is: total debits = sum of debit lines = sum of credit lines = total credits. Saving keeps the entry as a draft until confirmation and posting. A posted entry is not overwritten: use reversal, with an open period, correction date, reason and review of the reversing entry. Accounting…
• Fixed assets …ned 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. 2.634/2015 — financial and accounting document rules OMFP No. 1.802/2014 — the accounting framework for entities applying these regulations OMFP No. 170/2015 — fixed asset records in single-entry bookkeeping 10 September 2026 The invoice or purchase deed, receipt and commissioning document. Approved c…
• Payroll: calculating and reviewing the month …oll: calculating and reviewing the month Check employees and contracts, compute the month and reconcile payroll before the return. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D112 — instructions applicable from July 2026, Order 605/95/928/2314/2026 ANAF — D112 versions by reporting month ANAF — tax obligations calendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 Individual em…
• 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 … 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 classification. The absence of an advance doe…
• Entries in RON: checking the period's documents …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 confirmation. F…
• Entries in foreign currency: checking the period's documents …ing 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 the active company, period and edi…
• Outgoing in RON: checking the period's documents …n 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 before any conf…
• Outgoing in foreign currency: checking the period's documents …ng 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 applicable. Check the active company, period…
• 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 …e 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 accounting document rules 10 September 2026 The complete account statement, including opening and closing balances. Supporting documents for each transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the co…
• RON cash book RON cash book Record cash in RON only on the basis of supporting documents and check the cash balance. Cash and the supporting document Use Add cash transaction to record the movement in the register's currency and attach the supporting document. Balance after item = Previous balance in the same currency + Receipt − Payment. Do not add different currencies together or record a second transaction for cash already taken from the document. Check the accounting balance in RON separately for foreign currency transaction…
• Foreign currency bank journal …e 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 accounting document rules 10 September 2026 The complete account statement, including opening and closing balances. Supporting documents for each transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the co…
• Foreign currency cash book Foreign currency cash book Record cash in foreign currency only on the basis of supporting documents and check the cash balance. Cash and the supporting document Use Add cash transaction to record the movement in the register's currency and attach the supporting document. Balance after item = Previous balance in the same currency + Receipt − Payment. Do not add different currencies together or record a second transaction for cash already taken from the document. Check the accounting balance in RON separately for fo…
• Transfers between warehouses …en warehouses In “Transfers between warehouses”, check the documents and stock movement before confirming their accounting effect. 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 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 th…
• Consumption vouchers Consumption vouchers In “Consumption vouchers”, check the documents and stock movement before confirming their accounting effect. 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 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 …
• Disassemblies …he reason and reversing movements. Check the accounting projection separately; confirming inventory does not mean posting the 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 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 step…
• Special operations Special operations In “Special stock operations”, check the documents and stock movement before confirming their accounting effect. Supported receipt Receipt value = quantity × verified unit cost. New quantity balance = old quantity balance + quantity. New value balance = old value balance + receipt value. Use the supporting document and do not duplicate the movement from an invoice or note. Issue and correction On issue, issue value = quantity × Weighted average cost (CMP); when issuing the entire balance, the exa…
• Stock reduction adjustments …cannot create value without quantity or produce a negative balance; for a physical difference, continue in Inventory verification. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare 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 ste…
• Stock inventory count …tock inventory count In “Stock inventory count”, check the documents and stock movement before confirming their accounting effect. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare 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 step…
• Issuance of inventory items for use …ions already confirmed. Add movement records commissioning, transfer, return to the warehouse or disposal. Compare the date, destination and custodian with the supporting document before confirming. Correcting a confirmed movement Edit adds a corrective item linked to the selected movement without rewriting the original. Delete adds a reversal and restores the previous state; the original, document and person who confirmed it remain in history. For corrections and reversals, complete the supporting document, reason…
• Production: consumption and finished goods …In “Production: consumption and finished goods”, check the documents and stock movement before confirming their accounting effect. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare production order, 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 confirmati…
• Orders …eparately. An order for 10 units with 6 units invoiced has 4 uninvoiced units; the order does not prove delivery or payment receipt. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 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 t…
• Contracts …ree instalments gives RON 33.34, RON 33.33 and RON 33.33. Compare the payment schedule with the contract before generating invoices. Accounting 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 com…
• Generating invoices from contractual instalments …tatus with the contract. Use ‘Generate’ only for the verified instalment, then ‘Open invoice’ and review the draft. Generation neither issues nor automatically sends the invoice; finalize through the workflow available to your role. Continue to the related records and compare dates and values. For corrections, retain the document and check previously confirmed effects separately. Open related records The transaction has incorrect details or values. Compare the source and period and use the available correction acti…
• Daily allowances …e payroll before reporting. The final taxable amount is determined after checking both limits and may be greater than this difference. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D112 — instructions applicable from July 2026, Order 605/95/928/2314/2026 ANAF — D112 versions by reporting month ANAF — tax obligations calendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 Prepare t…
• Vehicle logbooks: routes and vehicle use …“Vehicle logbooks: routes and vehicle use”, 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 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 accountin…
• Prepaid expenses: allocation across periods …epaid 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 the company's legal form and accounting regime. Che…
• Deferred income: recognition in the correct period …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 company's legal form and accounting regime. Check the company, …
• Single-entry transaction list …on list In “Single-entry transaction list”, 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 OMFP No. 170/2015 — 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 applic…
• Payment instrument processing: checks Payment instrument processing: checks For checks, check the allocation to invoices and track bank confirmation separately. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The complete payment instrument 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…
• Payment instrument status: checks Payment instrument status: checks For checks, check due dates, amounts and proof of settlement. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial 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…
• Payment instrument processing: promissory notes …rument processing: promissory notes For promissory notes, check the allocation to invoices and track bank confirmation separately. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The complete payment instrument 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 conf…
• Payment instrument status: promissory notes Payment instrument status: promissory notes For promissory notes, check due dates, amounts and proof of settlement. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial 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 …
• Tax calculation: the tax base and tax due …ses 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 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D100 — form and instructions, OPANAF 57/2026 OUG 153/2020 — Article I(13) and Article VI: deadline exceptions for 2021–2025 ANAF — microenterprise conditions and D700 classification notification in 2026 ANAF — 1% microenterprise rate applied to the…
• Corporate Income Tax Record Register Corporate Income Tax Record Register Retain explanations and values supporting taxable profit or loss and computed tax. 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 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 r…
• 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 …eet: checking financial statements Reconcile accounting balances and financial statement rows before completing the 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. Th…
• 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 …O e-Transport in Accounting: document control Check transport classification, missing details and evidence linked to the document. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 The invoice, 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 s…
• Chart of accounts: add and edit from the form Chart of accounts: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare company accounting policies and trial balance. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Chart of acc…
• Suppliers …h an active agent of the current company. Check the selected person before saving; you can later search or sort partners by agent. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial 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 re…
• Customers …h an active agent of the current company. Check the selected person before saving; you can later search or sort partners by agent. 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 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 “Cu…
• Delivery addresses: add and edit from the form …elivery addresses: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare order and delivery instructions confirmed by the customer. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “…
• Agents: add and edit from the form Agents: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare approved commercial allocation and responsible persons' documents. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Age…
• Items: controlled addition and editing …: controlled addition and editing Add or correct a product or service in a separate form without editing the table cells directly. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare the product or service sheets and the purchase or sales documents that support the corrected data. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's …
• Item and service types: add and edit from the form …and service types: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare company classification policy for products, services and goods. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. O…
• Item groups: add and edit from the form Item groups: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare internal classification of products and services. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Item groups” fo…
• Warehouses: add and edit from the form Warehouses: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare organizational documents and goods records by depot or business location. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime…
• Branches …tivated, while documents and historical links are retained. Restore reactivates the same item without creating a duplicate branch. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare organizational documents 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…
• Vehicles …do not generate alerts. An incorrectly entered date can produce an incorrect alert; always compare the deadline with the document. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document 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'…
• Routes: add and edit from the form Routes: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare itinerary and substantiated travel distances. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “Routes” for the active c…
• Contract types: add and edit from the form Contract types: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare approved templates and commercial rules for company contracts. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open …
• Operation types: add and edit from the form Operation types: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare supporting document and economic classification of the transaction. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.…
• Types of documents: add and edit from the form …ypes of documents: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare original document and the purpose for which it was issued. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Open “…
• VAT rates: add and edit from the form VAT rates: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare transaction documents and legal basis for the rate applicable at the tax point. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting r…
• Cost centers: recording and allocation … centers: recording and allocation Record centres, allocate amounts through confirmed allocations and review each centre's result. Accounting Law No. 82/1991 — supporting documents and accounting registers 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”…
• Profit centers: recording and allocation … centers: recording and allocation Record centres, allocate amounts through confirmed allocations and review each centre's result. Accounting Law 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 “Profi…
• Currencies and exchange rate checks: add and edit from the form …hange rate checks: add and edit from the form Add a new entry or correct an existing one in a pop-up form separate from the table. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare document in the original currency and source of the applicable exchange rate. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accoun…
• Employees: adding, editing, and payroll details …dding, editing, and payroll details Prepare the person’s details before the contract and correct each employee in a separate form. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D112 — instructions applicable from July 2026, Order 605/95/928/2314/2026 ANAF — D112 versions by reporting month ANAF — tax obligations calendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 Identity docu…
• Employment contracts: the version applicable to the month …nt contracts: the version applicable to the month Record contract details and amendments without losing confirmed payroll history. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules D112 — instructions applicable from July 2026, Order 605/95/928/2314/2026 ANAF — D112 versions by reporting month ANAF — tax obligations calendar ANAF — special December deadline, Article 155(2) of the Tax Procedure Code 10 September 2026 The signed co…
• Trial balance …he 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. Follow only steps applicable to the company's legal form and accounting regime. S…
• Account sheet …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 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.…
• the big book …he 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 applicable to the company's legal form and accounting regime. Select the com…
• Journal Register …and credits does not by itself prove correct classification; an error in a posted entry is corrected while retaining the original. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare supporting 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 compa…
• Inventory register: tracking stock movements: checking and explaining amounts …nts In “Inventory register: tracking stock movements”, trace totals back to their documents and correct differences at the source. 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 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 t…
• Supplier situation: checking and explaining amounts …ecking and explaining amounts In “Supplier situation”, trace totals back to their documents and correct differences at the source. 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 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 regim…
• Customer situation … 250 receivable. A payment order received from a customer is not, by itself, evidence that the company's account has been credited. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare issued invoices, receipts, reversals and balance confirmations. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. …
• Procurement Overview: checking and explaining amounts …king and explaining amounts In “Procurement Overview”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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 th…
• Sales Overview: checking and explaining amounts …: checking and explaining amounts In “Sales Overview”, trace totals back to their documents and correct differences at the source. 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, 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…
• Consumptions Overview: checking and explaining amounts …ing and explaining amounts In “Consumptions Overview”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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. Se…
• Item ledgers: checking and explaining amounts …rs: checking and explaining amounts In “Item ledgers”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP 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 com…
• Low-value asset status: checking and explaining amounts …ng and explaining amounts In “Low-value asset status”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial 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 r…
• Production Overview: checking and explaining amounts …cking and explaining amounts In “Production Overview”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — 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 regim…
• SGR Packaging Overview: checking and explaining amounts …ng and explaining amounts In “SGR Packaging Overview”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 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 c…
• Management report …t and the selected inventory location; a transfer has both an issue and a receipt and must not be counted twice in the company total. Accounting Law No. 82/1991 — supporting documents and accounting registers 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 co…
• Orders Overview: checking and explaining amounts … checking and explaining amounts In “Orders Overview”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 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 c…
• Stock situation …category mapping. Then check Movements and drafts; Project draft prepares the entry, which must be reviewed and posted separately. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP 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 compan…
• Managerial situations: checking and explaining amounts …ing and explaining amounts In “Managerial situations”, trace totals back to their documents and correct differences at the source. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare the 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 …
• Receipts and payments journal for single-entry bookkeeping …rnal for single-entry bookkeeping Track money received and paid chronologically, with documents needed for the annual computation. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules OMFP No. 170/2015 — single-entry bookkeeping 10 September 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 befor…
• Checking the ledger before recording and reporting …ecking 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 ‘Contro…
• 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 …ument 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 ‘Do…
• 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 …heck the RON documents and interval included in the chart before comparing. Missing documents and obligations In Missing documents, identify transactions 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 Docume…
• Accounting period review …ing 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 comparing them with the supporting document. A document's status does not replace a posted journal entry or a return's filing receipt. Unreconc…
• The accountant's page …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 require checking associations; drafts and unresolved differences must be addressed before the accounting close. For example, an approved invoice and a draft entry do not have the same effect on the trial balance. Check the entry in the General journal and post it only after reviewing the …
• Accountants …ons and grant only the access needed for the engagement. Changing and withdrawing access Check the identity before saving different permissions. For an editing request, Accept or Decline refers to the accountant on that row. Withdraw access ends the collaborator's access to the company; company documents and records remain retained. For example, for monthly review without data entry, retain viewing access and only the agreed applications. Grant editing rights separately after establishing responsibilities. Accounta…
• Accountant Invitations Accountant Invitations Send and track invitations giving accountants access to your company. Inviting the accountant Enter the agreed person's email, permission and applications they will be able to access. Compare the address with the one used by the accountant and check the company before sending the invitation. The recipient must accept the invitation to begin the engagement. The sent invitation In Invitations, check the address, permissions, status and validity. Resend sends a new invitation for that engagement…
• Managed company …nt's details to match a company selected by mistake. A company detail is incorrect. Ask the company's administrator to review and correct the details using the supporting documents. The Managed company page is not an editing form. Datele sunt vizibile, dar nu pot modifica documentele firmei. Ce verific? Controlează permisiunea colaborării și aplicațiile acordate. Cu Doar vizualizare poți consulta datele, iar modificările cer dreptul de editare acceptat de firmă. Verifică din nou compania activă înainte să continui …
• Reports — Inventory management …he stock report An amount you expected in the report is missing. Check the period, currency and status of the document, entry or calculation. Compare the source with the inclusion rules explained in the report; do not arbitrarily add an unconfirmed value to the total. Pot aduna soldurile finale lunare ca să obțin stocul trimestrului? Nu aduna soldurile lunare. Verifică stocul de la începutul intervalului, intrările și ieșirile cumulate și soldul de la sfârșit. Controlează transferurile între gestiuni, care schimbă …
• Reports — Invoicing …ssued invoices An amount you expected in the report is missing. Check the period, currency and status of the document, entry or calculation. Compare the source with the inclusion rules explained in the report; do not arbitrarily add an unconfirmed value to the total. Factura de avans și factura finală par să dubleze valoarea. Ce verific? Deschide documentele-sursă și compară avansul cu deducerea înscrisă pe factura finală. Raportul păstrează grupele distincte; nu adăuga automat toate avansurile la valoarea comercia…
• Reports — Accounting records …ison 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 report amounts Open the sources for the indicator or period under review. Compare the documents and values included; make any corrections in the original records, then review the repo…
• Reports — Tax compliance … input VAT. The current difference is not the final D300 return. Check carried-forward balances, adjustments 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…
• Reports — Payroll and human resources …ayroll records An amount you expected in the report is missing. Check the period, currency and status of the document, entry or calculation. Compare the source with the inclusion rules explained in the report; do not arbitrarily add an unconfirmed value to the total. Costul angajatorului diferă de transferurile către salariați. Este greșit? Compară brutul, netul, contribuțiile, impozitul și CAM din statele eligibile. Transferurile către salariați privesc sumele nete plătite; costul angajatorului include și obligați…
• Reports — Tax advice and optimisation …credits − confirmed tax credits, 0). The microenterprise and corporate income tax bases remain separate. The report uses confirmed calculations and flags periods with incomplete evidence; it does not change tax classification or automatically apply optimisation measures. Period and comparison Choose the interval and grouping by month, quarter or year. Compare equivalent periods and check source warnings before interpreting an increase or decrease. If confirmed cumulative tax is RON 8,000 and the previous comparable…
• Documents in the invoicing report …es 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 RON 500 effect in the appropriate …
• Sources of the tax compliance report …ed 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 transactions. Correct and confirm the document's classification on its dedicated page, then…
• Calculations in the tax report …rate income tax bases. Cumulative values and period contribution Open the tax calculation for confirmed explanations and adjustments. Compare only calculations with the same tax year starting date and regime. If there are warnings, check the sequence of calculations before interpreting the difference. A cumulative calculation of RON 8,000 following one of RON 5,000 contributes RON 3,000 to the new period if the two calculations are comparable. Do not add RON 8,000 and RON 5,000 as the tax for the two periods. The c…
• Cost centers — Interval control Cost centers — Interval control Compare eligible lines with amounts allocated to centres for the selected interval. Allocation coverage Check the applied interval, number of reconciled lines and reconciled value compared with the eligible value. A line is fully allocated only when confirmed amounts across centres exactly cover its value. Value coverage = round((reconciled value ÷ eligible value) × 100). If the eligible value is zero, the page displays 100%; this does not prove that any transactions have been record…
• Cost centers — Catalog Cost centers — Catalog Organise the company's centres by activity, project or business establishment without rewriting history. Adding and correcting a centre Search for the code and name before using Add centre. Complete its identification and place in the hierarchy, check the details and confirm saving. A centre already used in allocations retains its code, type and hierarchy; you can correct its name. For example, the Atelier București centre can separate the activity of that business establishment. Keep a stabl…
• Cost centers — Distributions … centre's amount and the total with the posted line. Check centre availability and the correction reason if replacing a confirmed allocation; do not enter an unsupported difference. Am confirmat sumele pe centrele greșite. Cum păstrez istoricul? Alege Corectează pentru linia distribuită, completează centrele și sumele corecte și motivează schimbarea. Verifică totalul și confirmă versiunea corectivă. Repartizarea anterioară rămâne în istoric, iar nota contabilă postată nu este rescrisă. O cheltuială postată de 1.200…
• Cost centers — Result per center …enses allocated to the company'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 che…
• Profit centers — Interval control Profit centers — Interval control Compare eligible lines with amounts allocated to centres for the selected interval. Allocation coverage Check the applied interval, number of reconciled lines and reconciled value compared with the eligible value. A line is fully allocated only when confirmed amounts across centres exactly cover its value. Value coverage = round((reconciled value ÷ eligible value) × 100). If the eligible value is zero, the page displays 100%; this does not prove that any transactions have been reco…
• Profit centers — Catalog Profit centers — Catalog Organise the company's centres by activity, project or business establishment without rewriting history. Adding and correcting a centre Search for the code and name before using Add centre. Complete its identification and place in the hierarchy, check the details and confirm saving. A centre already used in allocations retains its code, type and hierarchy; you can correct its name. For example, the Atelier București centre can separate the activity of that business establishment. Keep a sta…
• Profit centers — Distributions … centre's amount and the total with the posted line. Check centre availability and the correction reason if replacing a confirmed allocation; do not enter an unsupported difference. Am confirmat sumele pe centrele greșite. Cum păstrez istoricul? Alege Corectează pentru linia distribuită, completează centrele și sumele corecte și motivează schimbarea. Verifică totalul și confirmă versiunea corectivă. Repartizarea anterioară rămâne în istoric, iar nota contabilă postată nu este rescrisă. Un venit postat de 2.000 lei …
• Profit centers — Result per center …dicators for the selected centre type. Checking the allocation If income of RON 2,000 is split into RON 1,200 and RON 800 across two centres, compare both items with the confirmed allocation. Do not add the total income again on top of the centre amounts. For a difference, check the interval, centre and current allocation. Correct the allocation through a substantiated version, then return to the result. Open allocations Open allocations distributii The centres' total differs from the known amount. Check interval c…
• Treasury advances Treasury advances Track money transferred to the advance holder, supporting expenses and repayments, with evidence for each movement. The holder and advance payment In Add advance, check the holder, purpose, currency and amount. Creating the advance does not record a payment. Associate the payment only after comparing bank or cash evidence with the advance's person, date and currency. A payment order alone does not prove the transfer. Confirm the amount within the available balance of the evidence; the same payment…
• 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…
• Expense report access …participant In Invite participant, choose the company's employee, account address and permission, then check and confirm Generate invitation. Use Copy link and send it to the invited person; keep the link before closing the window. The invitation does not grant access until the recipient uses Accept invitation from the verified account for the invited address. The link expires in 7 days. For an expired link, generate a new invitation after checking the address; the previous pending invitation is replaced. Participa…
• Currency revaluation …rne The foreign currency balance is not fully identified. Compare the entries' currency and original value with documents and allocations. Complete or correct the supported source; do not remove the warning by entering an undocumented balance. Ciorna nu se mai poate posta după schimbarea soldurilor sau a cursului. Ce fac? Compară din nou luna, sursele contabile și cotația BNR folosită. Corectează sursele justificate și regenerează explicit ciorna după verificare; aceasta nu se actualizează automat. Controlează cont…

Archive

• Organise and find files in Archive … Search the document's period and Trash too. For a draft, return to the originating application. The document is organised in the wrong month. Compare the date with the original. For an eligible file, use Document date and read the warning. Documents with posted entries or closed periods are corrected in Accounting first; issued documents are corrected at source. You need Atelier U2 SRL's September contract, but Archive opened in October. Choose September and the contracts folder. For a new project, check the curre…
• Check and download selected files …, select needed items. If using Select all, check location, filter and selected count before continuing. Download the selection and check received files before sending them. Originals remain in the company's workspace. You obtained needed copies after checking content without altering originals through download. The format cannot be previewed. Open separately or download and check the file in a compatible application. If in trash, restore before opening or downloading. The selection contains more files than visible…
• Recover files from trash or permanently remove them Recover files from trash or permanently remove them Check deleted documents and choose restoration or permitted permanent removal. Trash can Move to trash temporarily retains recovery. Ordinary files are kept for 7 days unless permanently deleted sooner. Signed documents follow their own rules and are not removed automatically. Permanently delete cannot be undone. Check the document source and keep needed copies separately. Some documents have deletion protections according to issuance, SPV, signing or use in recor…

Billing

• Invoice creation …ing, use Issue document in the preview. The invoice receives its number from the selected series and can no longer be edited directly. Issuing is separate from sending it to the customer or ANAF. Emiți factura din aplicația de telefon sau tabletă Pentru a factura direct din aplicație, deschide Emite și alege Factură. Poți păstra documentul în ciornă până verifici toate datele; numărul fiscal este alocat numai la emitere. Verifică firma pentru care lucrezi, apoi completează clientul, seria, data emiterii, scadența ș…
• Drafts in Billing …rst, then start signing from Issued documents. Check the number and customer before confirming Delete draft. Opening the preview does not issue the document or send it to SPV. For several drafts, select documents and choose Delete selection. Delete all drafts concerns the company's draft list, including those outside the displayed page; check the count and scope before confirmation. Eligible documents move to Trash and can be restored until permanently deleted. Invoice creation Issued documents Collections and rece…
• Issued documents …w, Request signature prepares a PIN-protected link for the recipient; from the document page, it opens request preparation. Check document and recipient before sending. Signing uses a copy of the selected version and does not submit through SPV. Open the Not sent or Sent status to check the legal deadline, received codes and SPV acceptance. For an eligible unsent document, Send now asks you to confirm the action. Check the document before confirming. Sent indicates upload; acceptance is confirmed separately by the …
• Collections and receipts …currency = Amount received in payment currency ÷ Exchange rate, rounded to two decimal places. For example, RON 510 at RON 5.10/EUR settles EUR 100. Keep up to five supporting PDFs or images in total, added when recording or from receipt details. Check the original and amount before using evidence to confirm payment. A bank receipt is compared with the statement transaction; a prepared document alone does not prove the transfer of money. In receipt details, check the template, logo, language and preview before down…
• Payment orders …oney. Completing a payment order Open Payment orders and check the payer, business location and paying account. Enter the beneficiary and bank account from the supporting document; check the currency and actual amount due. Link the documents concerned by the payment and compare the calculated balance. For another liability, enter the precise description. Pentru preluarea ordinului prin scanare la Trezorerie, folosește RON și conturi românești valide. În Date OPFV pentru Trezorerie păstrează bifat Ordin pentru Trezo…
• Customers in Billing Customers in Billing Save customer details for future invoices and consult documents already issued. Open customers with issued invoices and customers saved for future invoices. The list shows the issued invoice count, latest invoice date and customer status; View invoices automatically applies the appropriate filter in Issued documents. Invoice creation Drafts in Billing Issued documents Collections and receipts Începi colaborarea cu Atelier U2 SRL. În Nomenclator → Clienți alegi Adaugă client, completezi identita…
• Product and service catalog …d services. The product or service details can be reused 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…
• Billing settings and the ANAF connection …e creation Product and service catalog The company has an invoice eligible for e-Factura. In Billing settings, check authorisation for the correct company and the sending rule, then check the document and SPV status in Billing. Enabling the connection does not confirm acceptance of a particular invoice. Transmission is blocked by authorisation. How do I continue? Open Billing settings and check the service, authorised company and access validity. Repeat the displayed authorisation steps if necessary. Return to the …
• Billing reports …Check the credit note and associated receipt separately. Download the full report in the required format or export only selected rows. Check period and file content before sending it to the accountant. You have the billing statement for the selected interval and a checked file. Downloading the report does not submit documents to ANAF or record payments. I selected an old month, but the outstanding balance changed. The period selects invoices by issue date and the balance is current. Check receipts and credit notes …
• Incoming invoices …inal when a duplicate is detected. In Billing → Incoming invoices, find supplier invoices for the current company. The list combines invoices retrieved from SPV with those identified in uploaded or scanned documents. Search supplier or invoice number and use the SPV or Uploaded / scanned source to narrow results. For an invoice in a file, use Upload invoice; for a paper document, use Scan. Continue in the document addition workflow. After reading, check supplier and CUI, recipient, series and number, date, currency…
• SPV messages …ction file and check the associated document before correcting or resubmitting anything. You read the ANAF response matching the company and operation and retained supporting evidence. The chart's message count alone does not confirm invoice acceptance. e-Factura is connected, but general correspondence is not retrieved. Check Certificate for SPV messages separately: the file must include the private key, the password must be correct and the certificate must have company rights. e-Factura authorisation does not rep…

Calendar

• Check documents and due dates for a day or month …play separately; do not add them without conversion appropriate to your purpose. Open an invoice from the list and check deadline, customer and receipts before requesting payment. An amount awaiting confirmation is not yet a confirmed receipt. How the outstanding balance is calculated Outstanding balance = max(0, invoice total − amount credited for the invoice in the same currency − max(confirmed receipts in invoice records, confirmed online payments for the invoice)). All amounts are in invoice currency; the credi…
• Correct a document date in Calendar Correct a document date in Calendar Compare the chosen date with the original and detected date before moving the document to another day. Documents Date correction is useful for an uploaded document appearing on the wrong day. If the chosen day differs from detection, the document retains its review flag. A Calendar change does not rewrite a Billing invoice's issue date. Compare the date with the original and save the correction The legible original and uploaded document to correct. Find the document and open the …
• Check daily activity and recover a deleted document …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 document The operation day and a document refer…

Customer support

• Send a support request with relevant documents Send a support request with relevant documents Describe the specific problem and attach only information needed for checking it. Requests Support opens from the account menu. First check for an existing ticket about the same problem. A useful message specifies page, document, time, action and observed result. Do not send passwords, access codes or full card details. Describe the problem and attach documents Problem description, document identification and, if useful, a relevant screenshot or file. From the account …
• Track replies and close a resolved request …ck invoice F 101 in Issued documents. Retry download, confirm in the same ticket that the PDF opens and close the request. The conversation remains in history. Send a support request with relevant documents

Customers

• Identify the business partner and update contact details …siness partner, search by name, tax identifier, email or phone. Application narrows to the selected origin. The same record may appear in Billing and Documents without being a duplicate. Editing the contact does not rewrite issued documents. Find the business partner and complete the record Verified business partner details: personal or company name, tax identifier where applicable, address and contact. Choose contact type and search existing records. Check other Application origins before adding a new record. Comp…
• Elimină un contact fără să pierzi documentele …tura rămâne păstrată; eliminarea nu anulează 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 …ceipt explaining a difference. Use Download customer statement and choose the period. Check interval, document types and transaction currencies in the PDF before sending. Pe telefon, deschide Aplicații → Clienți, intră în fișa partenerului și alege Fișă PDF. Selectează intervalul sau Toată perioada, apoi Descarcă PDF și alege destinația din meniul sistemului. You have a checked customer statement and can explain differences between sales, corrections and receipts. Sales differ from the amount received from the cust…
• Import contacts and export the required list …tact's last activity there. Try All time to remove the date limit and check the record's origin. Enter 12 suppliers in Excel template, check CUIs and upload. To send the accountant contacts used in Billing, choose that source and required period, then check the export. Identify the business partner and update contact details Elimină un contact fără să pierzi documentele Check a customer's documents and sales

Documents

• Configure keyboard shortcuts Configure keyboard shortcuts Open frequently used features with your own key combinations, without changing your colleagues' settings. Choose your own combinations for frequently used features. Preferences are saved in your account, including when you work as an accountant with several companies. Shortcuts open features; checking details and confirming documents remain separate. All combinations use Ctrl on Windows/Linux or Command on Mac, a letter or number and, optionally, Shift. Find the feature in the list grou…
• Uploading supporting documents …e. 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 From Add documents, use Choose files on a computer or drag files into the upload area. Choose files is also keyboard accessible. Selection prepares originals…
• Document scanning …ppear on other devices connected to the same account. If the image is unclear, scan the original again. Prepare up to 20 documents per upload. Choose Upload to send documents for analysis. The list closes once the upload is accepted. Track processing in notifications; at completion, Review and approve opens the batch in Validation. Keep control of your documents Compare the extracted data with the original before confirming. For a duplicate, check the document already in your account. Do not upload the same scan ag…
• Find information in your account …d 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. Open the lin…
• Checking extracted documents …ber, date and document-specific information. If you have OCR access and text was read incorrectly, choose Scan again for a local OCR rescan; this action does not send the document to an AI provider. Corrections save automatically; wait for save confirmation and resolve any errors before continuing. After checking, select I confirm that the document details are correct and choose Approve document. You can also approve a document with unfilled information if it is absent from the original and you have checked that ab…
• Document reports …waiting 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. Then choose the appropriate financial report. In All report data, search displayed values, sort from headers and select visible rows f…
• Document validation …y be used before approval; documents still need checking. Only eligible documents and operations are used for accounting records; validating a contract or other supporting document does not create a journal entry. Uploading supporting documents Document scanning Checking extracted documents You have an unvalidated August invoice and September receipt. Document validation can show both, regardless of the selected accounting month. Check each original and its period, use Moderate for corrections and validate only the…

Notes

• Keep an activity's context in notes …hout creating a copy. 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 ta…
• Schedule and snooze note notifications …e, time and repeat settings to return to an activity on time. Notifications The notification reminds you when the activity is due; it does not issue documents, send payments or complete the described task. Repeat allows Does not repeat, Daily, Weekly, Monthly or Annually. Romanian time is retained; when the chosen day does not exist in a month, the deadline falls on its last day. Set date, time and repeat The note and future notification date and time. Open the note or prepare a new one and choose Schedule notifica…

Seller Central

• Operations needing attention …med results appear first. The Module filter narrows the list to eMAG or WooCommerce. Open the operation and check the result on the module's page. A submission with an unconfirmed result may already have been applied in the store; check the status before submitting again. For example, order 784 has an unconfirmed result at Atelier U2. Check the order status and submission history before repeating the change; do not assume that a missing confirmation means the operation failed. Why is a store missing from the list? …
• Managing Seller Central stores … an eMAG store and a WooCommerce store. Choose Connection for the required store and check its rules. Enable shared stock only after precisely matching products with the Fluxe product catalogue. The store is connected, but the data is old. What should I 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,…
• Searching store orders and products Searching store orders and products Find an order, product, customer or tracking number without switching stores first. Open Global search and enter the order number, SKU, EAN, tracking number or buyer's name. In the full results, choose Seller Central and the required source. Compare the module and store name displayed beside the result, then open the record. Results use retrieved data and stores you can access. For example, the same ARHIVA-A4 code exists in two stores. Choose the result from Atelier U2 before che…
• eMAG …rt 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. Companie U2 SRL has two eMAG orders to prepare. Select the correct account and check the latest synchronisation, then open Orders to check each order’s products and payments. Continue shipping through AWB and deliveries; the summary does not replace checking the order. The summary’s order count differs from eMAG. What should I check? Compare th…
• WooCommerce …rce parcels and returns Automating WooCommerce order preparation WooCommerce warehouses and procurement WooCommerce customer subscriptions WooCommerce customer requests Creating WooCommerce orders WooCommerce stock Checking a WooCommerce order Editing a WooCommerce order Refunding a WooCommerce order Products WooCommerce coupons WooCommerce feeds and catalog import WooCommerce products and variations Creating WooCommerce products Organising WooCommerce products Checking a WooCommerce product Editing a WooCommerce p…

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
• Risk analysis Review a company's annual financial statements, financial indicators and risk signals, with interactive charts.
• File converters Convert documents to the formats available for each file and download the result.
• Document templates Document templates Completing documents Creating and tracking documents Decisions and numbering series
• Document transfer Document transfer Sending and receiving documents Send documents through a PIN-protected link Request documents through a link

Instrumente · Document templates

• Creating and tracking documents Creating and tracking documents Choose the appropriate category, complete the form and review the document before issuing it or sending it for signing. In Tools → Document templates, Dashboard shows recent documents and counts of issued documents, templates and drafts. Open Contracts for employment and collaboration templates, services, commercial contracts and day-worker agreements. Other forms are in Document models. Search by name or code and open the card to check the form without creating a document. Preview s…
• Decisions and numbering series …nd 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 completion, but before signing or serving it, complete all statements required for the specific situation and check the procedure with the responsible HR person or legal adviser. For numbering, Pre-fill series from account brings in your business series, and you select only those included. On th…

Instrumente · Document transfer

• Send documents through a PIN-protected link Send documents through a PIN-protected link Provide temporary access to a set of files without attaching them separately to every message. An active Business plan is required for this activity. A transfer accepts up to 20 files, at most 100 MB per file and 100 MB total. Keep up to 1 GB of transfers in the account; to free space, download needed files and delete transfers no longer required. Access can last 1 to 30 days. Have at most 50 unclosed, unexpired links across sends and requests combined; close an unneeded …
• Request documents through a link …→ 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 downloaded. Check received documents …

Instrumente · File converters

• Convert a document to another format …Fluxe retains only the operation record, without filename or content. The original and downloaded copies remain on your device. A PNG image can become a PDF to send as a document. A multipage PDF can produce an image for each page. The desired format is unavailable? Choose a conversion offered for the file. A scanned PDF does not automatically contain text or spreadsheet cells, and converting it to an image does not extract accounting data. Left the page without downloading the result? Select the original again and…

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 from Documents to sign after reviewing it; preview does not change the document. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signed documents Archive Trash for signing documents Saved signatures You have two versions of Atelier U2 SRL’s contract. In Documents to sign, search the name, check the source and update time, and open Preview. Continue signing only the complete version, with the correct parties and attachme…
• Signed documents … 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 account or externally can be deleted from Signing. In Signin…
• Archive Trash for signing documents …ce remains available. Download any copies you need to keep first. This cannot be undone. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signing drafts Signed documents Saved signatures You accidentally deleted the signed quote from Signing. In Archive → Trash, check its name and restore it. The document and its versions return to Signing history; a closed external link is not reactivated, so check any new request separately. I…
• Saved signatures …ument. Signatures saved in your account are available when preparing your next document. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signing drafts Signed documents Archive Trash for signing documents Ion Popescu keeps his handwritten signature for documents he signs in his account. Before applying it, check the document, page and position; a saved signature avoids redrawing it but does not automatically sign every document…

Instrumente · Legislation 2026

• Check a situation under Romanian law …cify the law or article if known and complete Situation date for an earlier date. The selected date does not automatically confirm the text was applicable then. Send the question. You receive relevant excerpts directly from downloaded legislation. With Fluxe AI access, if you want an explanation, open Legislative chat information (i) and select Explain using Fluxe AI before sending the question. Search from Fluxe Assistant too: begin the message with “Lege.”, for example “Lege. What is the minimum annual leave dura…

Instrumente · Risk analysis

• Analyse a company's financial risk …se a company's financial risk Compare annual financial statements before choosing collaboration terms. Risk analysis, also called Risk assessment, is available with an active Billing, Professional or Business plan. Data describes the financial statement year and time the source was consulted. Missing data does not prove failure to file financial statements. Financial statements do not confirm absence of current insolvency, litigation or tax debts. Thresholds are indicative and may mean different things by sector. B…

Instrumente · Tax calculator

• Estimate taxes for your activity … does not prove tax-regime eligibility. For self-employment, enter income and deductible expenses or adjusted annual standard income. Select only exceptions with supporting documents and enter employment income or other income relevant to CASS. For companies, enter the tax base and distributable accounting profit separately. For microenterprises, check combined revenue with linked enterprises, staffing conditions and business sector. After calculation, choose Optimise based on this calculation. Complete the four st…
• Estimate tax interest and penalties …timated total at payment date. An active Professional or Business plan is required for this activity. The calculator covers one constant central tax principal, without partial payments, suspension, instalment arrangements, insolvency or judicially established tax evasion. It does not calculate additional charges on fines or other additional charges. Accepted dates are between 2016 and 2026. Principal RON 10,000, due 31 January 2026 and paid in full on 2 March 2026 means 30 days: interest RON 60, ordinary penalty RO…
• Check CAS and CASS for annual income …ppear if you are employed. Copyright has its own salary and pension exceptions, which do not automatically exempt PFA, rent or dividends. Contributions already withheld/paid are not deducted from the estimate. Foreign income, copyright under actual income assessment, tourist accommodation and foreign social insurance require separate checks. Ion Popescu has self-employment income and dividends. He enters the two categories separately and compares CAS, self-employment CASS and passive-income CASS before preparing th…
• Check an expense's deductibility …e benefits have separate payroll treatment from these personal deductions. For business entertainment expense of RON 3,000 and a statutory base of RON 100,000, with no cap used, RON 2,000 may be deducted if conditions are met; the difference is RON 1,000. No deductible amount appears? Enter the required details and check eligibility. Some categories have personal or payroll limits requiring an additional calculation. Employee insurance exceeds the tax-free cap? Check payroll treatment; exceeding the employee benefi…

Seller Central · WooCommerce

• WooCommerce connection …are imported. Install and activate the Fluxe România plugin in WooCommerce. For connection by code, use version 26.10.18 or later. In Fluxe, add the connection with the store's name and HTTPS address. In WooCommerce settings, find the store and choose Generate connection code. Check the displayed store, then copy Fluxe address and Connection code. In the same store's WordPress administration, open WooCommerce → Fluxe România → Connect by code. Enter Fluxe address and Connection code, then choose Connect store. The …
• WooCommerce overview and synchronisation …on Track the store's latest update and check differences before continuing operations. Prepare the order, product or other permitted operation's details before sending them to the store. Check each line and confirm the data you are sending. Fetch the store's orders, products and customers. Progress and any errors appear in Settings → Synchronisations. Explicitly choose the version kept when Fluxe and WooCommerce have modified the same resource. Keep WooCommerce overwrites the local copy; Keep Fluxe sends the Fluxe …
• Invoicing WooCommerce orders Invoicing WooCommerce orders Set how order documents are prepared and who sends messages to the buyer. Select the store and open Settings → Invoicing. Set up the links to Customers, Catalog and stock, then check the series, due date, automatic documents and timing of SPV submission. Choose who sends messages to buyers: WordPress / WooCommerce or Fluxe. In WordPress mode, Fluxe does not send these messages; in Fluxe mode, WooCommerce messages are disabled to avoid sending them twice. Save the store settings before e…
• WooCommerce statistics …e stopped immediately by Show all. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. Configuring WooCommerce statistics WooCommerce revenue Analyzing WooCommerce orders Gross sales are RON 1,000, discounts RON 100 and successful refunds RON 50. Net sales = 1,000…
• Configuring WooCommerce statistics …access records for the selected interval. Choose all time, 365, 90, 30 or 7 days, 24 hours or a custom interval. Progress appears in Settings → Synchronizations without duplicating existing records. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. WooCommerce s…
• WooCommerce orders …nisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, two refunds or two changes for the same request.
• Organising WooCommerce orders …onisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, two refunds or two changes for the same request.
• WooCommerce parcels and returns …er to the customer's WooCommerce account. Check the confirmation in Synchronizations; this operation does not issue a new shipping label. Receive the customer's request through a link In Returns, choose the order and its established return period. Create customer return link generates a link limited to that order, valid for at most seven days and within the selected period. Copy the link for the customer; Revoke link stops future requests through it. The customer chooses products, quantities and a reason, and can s…
• WooCommerce costs and analysis …antities ordered but not received), in units. Cancelled, failed and fully refunded orders are excluded; partial refunds retain gross demand for a prudent estimate. The list supports decisions without automatically ordering goods. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected …
• Automating WooCommerce order preparation …o paused status for checking again. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected 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 activ…
• WooCommerce warehouses and procurement …urement, open Warehouses and add the operational warehouse. Confirm the source of quantities before entering verified balances. You can link the Fluxe warehouse without automatically copying its accounting balance. In Operational stock, choose the warehouse and find the product or variation. Enter the quantity and reason for Confirm counted quantity. To move products, choose the destination warehouse and Transfer quantity. Available quantity = physical quantity − reserved quantity. In Reservations, find the order a…
• WooCommerce segments and campaigns …nd the message, then choose the time and Activate campaign. Check Include future recipients who meet the conditions before activation. Campaigns use Fluxe email sending when it is selected for the store. Unsubscribing and withdrawing consent exclude recipients. Pause the campaign before editing; check the audience again before resuming. A message with an uncertain result is not resent automatically. In Retention and estimates, compare customer return rates and estimated demand. A cohort groups customers by the mont…
• WooCommerce coupons WooCommerce coupons Prepare discounts with verifiable limits and restrictions. In Products → Coupons, reload the store data. Use Add coupon or Edit from a coupon's menu to set its code, discount type and value. The percentage discount cannot exceed 100%. Choose expiry, usage limits, cart amount and email or product restrictions. Search by product name or SKU and choose Include or Exclude; selecting in the other list moves the product so it cannot be included and excluded simultaneously. Expiry applies at the end of…
• WooCommerce customer subscriptions WooCommerce customer subscriptions Track and change the status of subscriptions supported by the store. In Orders → Customer subscriptions, reload subscriptions from the store. The feature requires the WooCommerce Subscriptions extension to be active; the page shows only confirmed actions for each subscription. From the subscription menu, you can pause, reactivate or cancel when the current status allows it. Check the effect on recurring payments and customer access before confirming. A canceled subscription cannot…
• WooCommerce B2B customer data …nnect 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 store. A tax ID does no…
• WooCommerce feeds and catalog import …eness 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, prepare a comma-separated CSV with no more…
• WooCommerce customer requests WooCommerce customer requests Track the person responsible, deadline and resolution of order-related requests. In Orders → Customer requests, choose Add request and find the order. Complete the subject, priority, responsible person and deadline in the store's time zone. Open the request from the row menu to update its status or responsible person. Overdue deadlines remain highlighted until resolved. For context in WooCommerce, add an internal note and choose Save note to store. This note is internal and does not em…
• Creating WooCommerce orders Creating WooCommerce orders Prepare the buyer, products and delivery details for the order before sending it to the store. Use Add order on the Orders page to open the structured editor and choose the customer, addresses, products or variations, quantity, price, discount, VAT class, payment and delivery. The action appears only after a store is configured or selected; until then, the page provides direct access to setup. The formula for each line is: line value = quantity × unit price − discount. The total formula …
• WooCommerce products and variations … A T-shirt has blue M and blue L variations with different stock. Check each variation’s code, attributes, price and quantity before creating or editing. After sending, compare the product in WooCommerce; the parent quantity does not replace stock for the ordered variation. The product’s stock seems correct, but one variation cannot be purchased. What should I check? Open the variation and check its attributes, code, stock, price and publication status. Check the synchronisation result and store product. Do not adj…
• Creating WooCommerce products Creating WooCommerce products Prepare the product, price, images and variations, and check the details before sending them to the store. For a new product, enter the store, name, type and status. For a simple product, also enter the price; add the description, inventory and shipping details relevant to the product. For a variable product, enter the price for each variation, not the parent product. Check the details before saving the product to the store. Select the product's images together or choose a separate ima…
• Organising WooCommerce products …or, rating, and moderation status. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. 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 comparis…
• WooCommerce stock WooCommerce stock Check quantities and explain adjustments before sending them to the store. In Orders → Stock, identify the product or variation and choose Set stock, Increase stock or Decrease stock. Enter the quantity and reason for the adjustment, then check the result before confirming. Formulele sunt: Seteaza -> cantitate dupa = valoare; Crestere stoc -> cantitate dupa = cantitate inainte + valoare; Scadere stoc -> cantitate dupa = cantitate inainte - valoare. Modificarea unei variatii nu schimba automat stoc…
• Activating a WooCommerce store …nactive. 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, specify the store and operation time without card details. The module is active, but I cannot see store data. What should I check? Compare the selected module and store, connection and latest synchronisation. Activating access does not itself load every order and product. For a missing operation, check store features before another payment or connec…
• Checking a WooCommerce order …nisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, two refunds or two changes for the same request.
• Editing a WooCommerce order …er and choose Edit. Correct the necessary buyer details, addresses or line items, and compare quantities, shipping and the total before saving. Choose Save and send to Woo and wait for the status to return to Synced. If the outcome is unclear, check the order in the store before sending the same changes again. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, cho…
• Refunding a WooCommerce order … choose the quantities, amounts and whether to return products to stock. Available refund amount = order total − previous refunds, in the order currency. Select Send refund through gateway only for an online payment, if the method supports automatic refunds and the amount has not already been returned through the processor's dashboard. WooCommerce will record the refund and ask the processor to return the money. Leave the option unchecked for cash on delivery, bank transfer, cash or money already returned separatel…
• Checking a WooCommerce product … A T-shirt has blue M and blue L variations with different stock. Check each variation’s code, attributes, price and quantity before creating or editing. After sending, compare the product in WooCommerce; the parent quantity does not replace stock for the ordered variation. The product’s stock seems correct, but one variation cannot be purchased. What should I check? Open the variation and check its attributes, code, stock, price and publication status. Check the synchronisation result and store product. Do not adj…
• Editing a WooCommerce product …d 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 products page or the…
• WooCommerce brands …rted information and check the product associations before adding or changing a brand. Keep one name for the same brand and check the result in the store after sending the change. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. Several products use the same At…
• WooCommerce tags WooCommerce tags Maintain reusable tags for finding and grouping products. Search for the tag before creating a new one and use consistent names for products with the same characteristic. Check the information and confirm the change in the store. Before deleting the tag, check which products use it. 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 ord…
• WooCommerce attributes WooCommerce attributes Define the attributes and values used for variable products. Select the store and check the attribute, such as Size or Color, along with its values. Complete the required values before building the product variations. Use the same name for the same attribute. Check existing products before deleting an attribute or a value used by variations. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connect…
• WooCommerce reviews … Confirm only the necessary action and check the review in the store after syncing. Before deleting, check whether the review needs to be retained to resolve a request. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. A buyer leaves a 4-star product review. Che…
• WooCommerce customers …tore and find the customer by name or contact details. Verify their identity before opening or changing the information. From View, consult recent orders, open requests, subscriptions and synchronised B2B details. Continue in the appropriate list for the selected customer; use All customers to remove the filter. Load B2B data explicitly requests an update. Compare billing and shipping addresses with the current order. A WordPress account and a WooCommerce buyer may have different identifiers; check the link before …
• Tracking WooCommerce syncs …re and review operations by status and time. Open the operation to identify the product, order or customer concerned. For a conflict, compare the Fluxe version with the WooCommerce version before choosing. For a submission with an unclear outcome, check the store before retrying to avoid duplicating its effect. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, ch…
• Adding a WooCommerce store …ion 26.10.18 or later. For an older version, copy connection details into the plugin's manual configuration and keep the secret in a protected location. Continue with Test in Fluxe; generating the details alone does not confirm the store connection. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always…
• Checking the WooCommerce connection …gin version, then run the test after store changes. Use only operations available to the connection. For a missing feature, describe it and the check result in Support without the connection secret. 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.
• Testing the WooCommerce connection …gin version, then run the test after store changes. Use only operations available to the connection. For a missing feature, describe it and the check result in Support without the connection secret. 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.
• Changing the WooCommerce connection key …n until both sides' details match. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. WooCommerce connection Adding a WooCommerce store Checking the WooCommerce connection Testing the WooCommerce connection Ai de înlocuit accesul magazinului Atelier U2. Pregăteșt…
• Disconnecting a WooCommerce store …e for the disconnected connection. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your 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 permane…
• Deleting a WooCommerce connection … you no longer need these records. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. 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 operatio…
• WooCommerce sales by product … at the end of the analyzed period. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. Item CONS-01 has 10 units sold and RON 200 net sales. Compare quantities and orders in the same period and currency and check variations before replenishment. Review current st…
• WooCommerce revenue … the money in your company's account. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. WooCommerce statistics Configuring WooCommerce statistics Analyzing WooCommerce orders Gross sales are RON 1,000, discounts RON 100 and successful refunds RON 50. Net sales =…
• Analyzing WooCommerce orders …t or documents, or correct an order. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. WooCommerce statistics Configuring WooCommerce statistics WooCommerce revenue The chosen period contains 10 orders and RON 850 net sales. Average value = 850 ÷ 10 = RON 85/ord…
• WooCommerce sales by variation …separately from the parent product. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. The blue M T-shirt has 8 units sold, while blue L has 2. Compare codes and sales to decide replenishment for each size. Check each variation’s stock before ordering goods. The …
• WooCommerce sales by category … classifications behind the result. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. The same product belongs to Office and Archiving categories. Its sale may contribute to both comparisons. Use categories for structure and check the store total in the revenue …
• WooCommerce coupon usage …he orders included in the analysis. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. Coupon ARHIVA reduced three orders by RON 60 in total. Check included orders, coupon type and period before repeating the offer. Usage count and discount value are different in…
• WooCommerce order taxes …merce 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 store …
• WooCommerce digital product downloads …ted 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 connection to connect your store to Fluxe. For daily work, choo…
• WooCommerce stock overview …ariation and reason for the change. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCommerce connection to connect your store to Fluxe. For daily work, choose the orders or products page or the report you need; always check the selected store and period. Variation M has 5 units, and L has 2. Check codes and current quantities before adjusting and enter the actual reason. The stock report shows the current retrieved state, even …

Seller Central · eMAG

• eMAG connection …rt 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. Connect your company’s eMAG account for the market where you sell. Check the account identity and authorisation, then synchronise and compare an order and product with store data. Confirm the connection through retrieved data and the displayed result. Autorizarea nu permite sincronizarea. Ce verific? Check the connection details, account, marke…
• Importing eMAG products …rt 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 offers eMAG products eMAG stock Sending a product to eMAG You want to use a product synchronised from eMAG in Billing. Check the code and product, choose import and complete the category, business location and stock location. Confirm import after comparison; appearing in eMAG Products alone does not mean the item is already in Catalog. The…
• eMAG waybills …rt 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 invoices Generating an eMAG shipping label An order for two units ships in one parcel. Check the address, courier, weight, dimensions and cash-on-delivery amount where applicable before confirming the AWB. Download the correct label and check the assigned number and result. Nu am primit confirmarea AWB-ulu…
• Activating a eMAG store …rt 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. 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? C…
• eMAG calculators …nalysis. 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. Companie U2 SRL verifică o campanie în Publicitate și ROAS. Pentru aceeași perioadă și aceeași bază a sumelor, completezi Venit atribuit cu 2.000 lei, Cheltuială Ads cu 400 lei, Contribuție înainte de Ads cu 600 lei, Clicuri cu 500 și Comenzi atribuite cu 20. Contribuția de 600 lei rămâne după marfă, comisioane, logistică și returur…
• eMAG orders …rt 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 waybills eMAG returns eMAG customer invoices Generating an eMAG shipping label Find the Atelier U2 order by number and check its product, quantity, payment and delivery status. For two orders from the same customer, compare order numbers as well as the buyer’s name. Continue the invoice and AWB for the exact order. The order appears new in…
• eMAG offers …ge. 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 choose the guide for your activity and check the selected …
• eMAG products …rt with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. Importing eMAG products eMAG offers eMAG stock Sending a product to eMAG You want to use a product synchronised from eMAG in Billing. Check the code and product, choose import and complete the category, business location and stock location. Confirm import after comparison; appearing in eMAG Products alone does not mean the item is already in Ca…
• eMAG stock …art with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. Importing eMAG products eMAG offers eMAG products Sending a product to eMAG eMAG shows 8 units, while your warehouse has 6 deliverable and 2 reserved. Check the quantity to offer, product and warehouse concerned, then confirm the adjustment only after review. Store quantity does not prove the physical inventory. Displayed stock differs from th…
• eMAG prices …rt 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 pricing rules eMAG price schedules eMAG product costs eMAG profit calculator You want to change an offer’s price excluding VAT from RON 100 to RON 110. Compare the currency, limits and costs in Profit calculator before confirming. After sending, check the confirmed eMAG price separately from the local Catalog price. The buyer’s final price…
• eMAG pricing rules …rt 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 prices eMAG price schedules eMAG product costs eMAG profit calculator The rule recommends a lower price, but analysis shows a margin below the company’s accepted limit. Check costs and thresholds and evaluate in simulation. Enable writes to eMAG only after checking recommendations and confirming. Simulation shows a new price, but the offer…
• eMAG price schedules …rt 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 prices eMAG pricing rules eMAG product costs eMAG profit calculator Schedule a change for a date and time using the full product analysis. Compare the time zone and interval and check simulation runs. If the supplier changes costs before the chosen time, pause the schedule and reassess. The scheduled time has passed, but I cannot see the d…
• eMAG returns …rt 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 waybills eMAG orders eMAG customer invoices Generating an eMAG shipping label Clientul returnează una dintre două bucăți ale comenzii. Compari cererea cu produsul primit și factura inițială înainte de corectarea stocului sau a documentului. În Verifică și modifică returul alegi operațiunea disponibilă și confirmi Aplică în eMAG. Urmărești …
• eMAG service invoices …rt 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 issues a RON 200 commission invoice to your company. In Service invoices, check the period, account and document and compare with settlement. The service invoice is an expense to assess, rather than the sales invoice to the customer. The service invoice is missing from customer invoices. Where should I look? Use eMAG Service invoices for c…
• eMAG customer invoices …art 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 waybills eMAG orders eMAG returns Generating an eMAG shipping label eMAG a emis pe CUI-ul firmei factura unei comenzi de 500 lei. Cu opțiunea eMAG emite, sincronizezi Facturi clienți și verifici înregistrarea în Facturi cu numărul, data și valorile originale. Nu pregătești altă factură pentru aceeași vânzare și păstrezi originalul eMAG. F…
• Invoicing eMAG orders in Fluxe …rt 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. Pentru un magazin configurat cu Fluxe emite, comanda clientului are un total de 500 lei. Verifici dacă există deja documentul asociat, pregătești ciorna cu clientul și pozițiile corecte și emiți după verificare. Controlezi separat documentul din eMAG și starea SPV, când este cazul. The order already has an invoice. Can I prepare another? Check …
• eMAG messages and complaints …uxe, 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. 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. You need to clarify delivery of a customer order. I…
• eMAG product costs …art 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 prices eMAG pricing rules eMAG price schedules eMAG profit calculator You sell 3 units at an applicable purchase cost of RON 40/unit. The example’s cost of goods sold is 3 × 40 = RON 120. Check the cost document, currency and period, and complete missing information before analysing profit. A product has no cost. Should I treat it as zero…
• 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 …rt 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. You need to classify an archive box. Find the correct eMAG category and check the characteristics required for export. The internal Office supplies category may organise Fluxe but does not replace eMAG’s accepted category. The Fluxe category exists, but export requires other characteristics. Why? eMAG categories have their own requirements. Sel…
• eMAG VAT rates …rt with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The offer is published in a particular eMAG market. Check the synchronised rate and the product’s actual treatment for that market. Check the company’s VAT status separately in Fluxe; a listed rate does not change tax registration. I have different rates for different markets. Which should I choose? Check the account’s market, product nature an…
• eMAG localities …rt with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The buyer’s address is Iași, Iași county. Find the town in the market’s list and compare the county before creating the AWB. A similar name in another county can send the parcel to the wrong destination. I cannot find the buyer’s town. How do I continue? Check the complete address and selected market and update the available location list. Clar…
• eMAG logistics addresses …rt with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The parcel leaves Warehouse, and returns go to the same location. Compare the actual address with the account’s logistics addresses before creating the AWB. The registered office and pickup address may differ. Adresa de ridicare este veche. Unde o corectez? Check and correct account addresses in eMAG, then update the Fluxe list. Check the addre…
• eMAG courier accounts …rt with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The order requires a specific delivery service. In the courier list, compare the account and service with the order’s conditions before choosing the AWB. A listed courier does not guarantee every service it offers suits the shipment. The desired courier is missing or rejects the shipment. What should I check? Check the eMAG account, service and…
• eMAG parcel presets …rt 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. Use a 30 × 20 × 10 cm box for a packaged product. Select the correct template and check dimensions, weight and actual parcel count. A saved template saves data entry but does not replace measuring the shipment. Product dimensions differ from the parcel. What should I enter? Use the measurements of the packaging actually sent, as required by the…
• eMAG campaigns …rt 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. Analyse a discount for item CONS-01. Check the eMAG campaign conditions, period, stock and profit at the proposed price before participating. Preparation in Fluxe does not confirm campaign enrolment. The analysed product is missing from the campaign. What should I check? Check eligibility and actual participation in your eMAG account. Compare t…
• eMAG reports …tart 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. Sales and returns in the same period explain store trends. Choose the account and currency and compare the documents and costs included in the report. More orders do not automatically mean more profit or money received. Raportul nu coincide cu decontul primit. Ce verific? Compare the period, dates used, order statuses, returns and confirmed c…
• eMAG operating expenses …rt 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. You have a documented RON 100 packaging expense for the period analysed. Enter its value and allocation conditions and check its inclusion in the analysis. Do not add it again if the same expense is already included in another calculation cost. Profit fell more than expected after adding a cost. Why? Check the amount, currency, period, charged …
• eMAG profit calculator …is. 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 prices eMAG pricing rules eMAG price schedules eMAG product costs For comparable revenue of RON 100/unit, total costs are RON 75/unit in this example. Profit per unit = revenue − costs = RON 25, and margin = profit ÷ revenue × 100 = 25%. Check all costs, currency and VAT treatment before using the result. The calculator shows high p…
• eMAG profitability analyses …rt 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. For comparable revenue of RON 100/unit, total costs are RON 75/unit in this example. Profit per unit = revenue − costs = RON 25, and margin = profit ÷ revenue × 100 = 25%. Check all costs, currency and VAT treatment before using the result. The calculator shows high profit, but some costs are missing. Can I use the result? Complete purchase, co…
• eMAG estimated and actual profit …tart 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. Analysis estimates RON 25 profit per unit, while 10 units sold produce RON 220 realised profit in this example. Estimated profit for that quantity is RON 250; variance = 220 − 250 = −RON 30. Check the returns, prices and costs explaining the difference. Realised profit is below the estimate. Where should I look for the cause? Compare the same…
• eMAG supplier product lists …rt 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. Analyzing products from eMAG links Suppliers and offers for eMAG Comparing eMAG supplier offers The supplier offers a pack of 10 units for RON 200. Match columns and check packaging: unit goods cost = 200 ÷ 10 = RON 20/unit before other costs. Confirm the product, currency and offer validity before calculating. The imported price seems ten time…
• Analyzing products from eMAG links …rt 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 supplier product lists Suppliers and offers for eMAG Comparing eMAG supplier offers Compare an eMAG product link with the supplier’s offer. Check the code, characteristics, packaging, currency and observation time. A similar title does not confirm the same product; approve values only after comparing the sources. The link shows a different…
• eMAG product ranking …rt 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. A candidate seems profitable, but the supplier offer is for a different size. Compare the code, characteristics and pack, and use No candidate matches if identity cannot be confirmed. Open the calculator only for a checked product. The top-ranked product does not match. Should I confirm it? Check identity and reject the incorrect match. Complet…
• Suppliers and offers for eMAG …rt 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 supplier product lists Analyzing products from eMAG links Comparing eMAG supplier offers Supplier A offers 10 units at RON 20 each plus RON 30 shipping: full cost RON 230, or RON 23/unit. Supplier B offers 10 at RON 22 with shipping included: RON 220, or RON 22/unit. Compare the same currency, tax treatment, minimum quantity and validity b…
• Checking eMAG product listings …rt with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The product has a good image, but its description omits dimensions. Check the actual product and complete only confirmed characteristics before publication. Do not promise accessories or performance absent from product documentation. A suggested description adds an uncertain characteristic. Should I use it? Compare the suggestion with the produ…
• eMAG product images …rt 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. Prepare an archive box image and check the shape, colour and accessories of the product sold. The selected image must represent the actual offer before sending. Preparing an image does not confirm eMAG publication. The image suggests accessories that are not included. What should I do? Choose or prepare an image accurately representing the prod…
• eMAG syncs …rt 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. You changed an offer and track the operation by time and status. Compare the product and confirmed values with the request, then check the eMAG offer. Successful retrieval and writing to the store are different operations. Synchronisation is unclear or in progress. Should I start it again? Check the operation details and current eMAG status. Wa…
• eMAG notifications …rt 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. You receive a notification about the Atelier U2 order. Open its destination and check the number, product and change time before continuing. A notification prompts a check; verify current data on the operation page. The notification is old, and the order status has changed. Which should I use? Open the order and check its status and latest sync…
• eMAG dashboard …rt 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. Companie U2 SRL has two eMAG orders to prepare. Select the correct account and check the latest synchronisation, then open Orders to check each order’s products and payments. Continue shipping through AWB and deliveries; the summary does not replace checking the order. The summary’s order count differs from eMAG. What should I check? Compare th…
• eMAG billing settings …rt with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The 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 orde…
• eMAG rates …rt with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The shipping contract uses an example volumetric divisor of 5,000. For a 30 × 20 × 10 cm parcel, volumetric weight = 6,000 ÷ 5,000 = 1.2 kg. Check the divisor, bands and charged unit in your own contract before confirming the profile. The analysis rate differs from the new contract appendix. What should I do? Check the version, period and selec…
• Adding an eMAG rate …Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The shipping contract uses an example volumetric divisor of 5,000. For a 30 × 20 × 10 cm parcel, volumetric weight = 6,000 ÷ 5,000 = 1.2 kg. Check the divisor, bands and charged unit in your own contract before confirming the profile. The analysis rate differs from the new contract appendix. What should I do? Check the version, period and se…
• Checking an eMAG rate …rt with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The shipping contract uses an example volumetric divisor of 5,000. For a 30 × 20 × 10 cm parcel, volumetric weight = 6,000 ÷ 5,000 = 1.2 kg. Check the divisor, bands and charged unit in your own contract before confirming the profile. The analysis rate differs from the new contract appendix. What should I do? Check the version, period and selec…
• Generating an eMAG shipping label …rt 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 waybills eMAG orders eMAG returns eMAG customer invoices An order for two units ships in one parcel. Check the address, courier, weight, dimensions and cash-on-delivery amount where applicable before confirming the AWB. Download the correct label and check the assigned number and result. Nu am primit confirmarea AWB-ului. Generez altul? Ch…
• 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…
• Checking an eMAG profit analysis …rt 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. For comparable revenue of RON 100/unit, total costs are RON 75/unit in this example. Profit per unit = revenue − costs = RON 25, and margin = profit ÷ revenue × 100 = 25%. Check all costs, currency and VAT treatment before using the result. The calculator shows high profit, but some costs are missing. Can I use the result? Complete purchase, co…
• Checking eMAG actual profit …art 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. Analysis estimates RON 25 profit per unit, while 10 units sold produce RON 220 realised profit in this example. Estimated profit for that quantity is RON 250; variance = 220 − 250 = −RON 30. Check the returns, prices and costs explaining the difference. Realised profit is below the estimate. Where should I look for the cause? Compare the same …
• Checking an eMAG price schedule …rt 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. Schedule a change for a date and time using the full product analysis. Compare the time zone and interval and check simulation runs. If the supplier changes costs before the chosen time, pause the schedule and reassess. The scheduled time has passed, but I cannot see the desired price. What should I check? Open the schedule history, simulation …
• Checking an eMAG pricing rule …rt with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The rule recommends a lower price, but analysis shows a margin below the company’s accepted limit. Check costs and thresholds and evaluate in simulation. Enable writes to eMAG only after checking recommendations and confirming. Simulation shows a new price, but the offer has not changed. Why? Simulation shows recommendations without applying th…
• Checking an eMAG supplier list …rt with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. The supplier offers a pack of 10 units for RON 200. Match columns and check packaging: unit goods cost = 200 ÷ 10 = RON 20/unit before other costs. Confirm the product, currency and offer validity before calculating. The imported price seems ten times higher. What should I check? Check whether the file gives a per-piece or per-pack price and ho…
• Checking an eMAG product ranking …rt 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. A candidate seems profitable, but the supplier offer is for a different size. Compare the code, characteristics and pack, and use No candidate matches if identity cannot be confirmed. Open the calculator only for a checked product. The top-ranked product does not match. Should I confirm it? Check identity and reject the incorrect match. Complet…
• Checking a supplier for eMAG …rt 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. Supplier A offers 10 units at RON 20 each plus RON 30 shipping: full cost RON 230, or RON 23/unit. Supplier B offers 10 at RON 22 with shipping included: RON 220, or RON 22/unit. Compare the same currency, tax treatment, minimum quantity and validity before choosing. The lower unit-price offer is more expensive in the comparison. Why? Check shi…
• Comparing eMAG supplier offers …tart 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 supplier product lists Analyzing products from eMAG links Suppliers and offers for eMAG Supplier A offers 10 units at RON 20 each plus RON 30 shipping: full cost RON 230, or RON 23/unit. Supplier B offers 10 at RON 22 with shipping included: RON 220, or RON 22/unit. Compare the same currency, tax treatment, minimum quantity and validity …
• Checking information from eMAG product links …rt 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. Compare an eMAG product link with the supplier’s offer. Check the code, characteristics, packaging, currency and observation time. A similar title does not confirm the same product; approve values only after comparing the sources. The link shows a different price from the retrieved proposal. Which should I use? Check the observation time and co…

Declarations and reporting

• Preparing and submitting returns to ANAF …te, registered tax obligations, ANAF decisions on VAT and taxation, and accepted registration change returns. Purchase and sales invoices, correction invoices, supporting receipts, contracts and goods or service acceptance records. Statements for all bank accounts, receipts, the cash register, expense claims and offset documents. Stock, stocktake and fixed asset documents; employment contracts, timesheets and payroll records if you have employees. For double-entry bookkeeping: the opening trial balance and period r…
• Declaration D100 …te income tax is finalised annually 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. Pre…
• Declaration D101 …ified financial year and special categories, check the applicable rule. 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. Pre…
• Declaration D112 …t name/role. Compare Obligations with confirmed or closed payroll and check every employee. Open this return’s form Use Check and archive 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 overwri…
• Declaration D205 …t the form and categories valid for the income year; OPANAF 303/2026 changed the instructions. Contracts, dividend distribution resolutions and other documents supporting the income’s nature and amount. Each recipient’s identity and CNP/NIF, residence and relevant tax documents. Recipient records, withheld tax calculations, payment documents and obligations reported through D100. Previous D205, its submission receipt and the list of recipients to correct if filing an amended return. Check the business regime and in…
• D300 VAT return … obligations D700 Upload documents, then in Validation 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. Purch…
• Special VAT expense report D301 …transport acquired intra-Community and taxable in Romania, file before registration, but no later than the 25th of 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 ex…
• Recapitulative Declaration D390 VIES … obligations D700 Upload documents, then in Validation 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. Purch…
• D394 information return … obligations D700 Upload documents, then in Validation 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. Purch…
• Special VAT return D398 — OSS and IOSS …nthly; 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 special regime and its effective date. Orders, invoices, returns and documents for transport or delivery to…
• D406 information return — SAF-T …eck the filing receipts for the year's periodic reports separately. On request · inventory uses the interval requested by ANAF and covers inventory and goods movements supported by the company's records. Compare quantities, weighted average cost, inventory locations and account balances. The error report shows what to correct before continuing with submission. History retains the results of checks in Fluxe, while ANAF's acknowledgment provides evidence of processing after submission. Close and reconcile the trial b…
• Declaration D700 Declaration D700 Prepare the tax registration profile change with its effective date and supporting documents, then continue in the ANAF form. D700 electronically records tax registration and registered obligation changes in cases covered by the form. The deadline depends on the event; do not apply one deadline to all changes. For general changes, check the 15-day deadline under Article 88 of the Tax Procedure Code unless legislation sets another deadline. For intra-Community goods acquisitions changing the VAT per…
• D710 corrective return …orical version with the submitted file and receipt, not just the latest saved version. Istoric D100 Rebuild the correct calculation from documents and entries, support the difference and check the correcting accounting entry. Do not overwrite an already posted entry or closed period. Tax calculation Trial balance Posted and reversed postate-storno In D710, prepare the obligation, period, D100 reference, previous amount, corrected amount, difference and reason. If previously amended, the previous amount is from the …
• D212 single tax return …e. Document validation Cash receipts and payments journal register In D212, compare the Fluxe summary with tax records and add the person’s other income to the supporting file. Net income under actual income taxation = gross taxable income − tax-deductible expenses; separately check losses and each category’s rules. Open this return’s form In the ANAF web form, compare pre-filled details with documents and complete each source and CAS/CASS according to personal circumstances. Validate and submit through SPV or the …
• Intrastat Statistical Declaration …ave different totals D390 can include services, while Intrastat tracks goods movements with its own period/value rules. Reconcile comparable items and document supported differences. You found an omission or have no operations in the month Follow the INS procedure to revise the declaration or file one with no operations if the obligation is active. Keep transmission confirmation and do not treat the absence of Fluxe rows as filing. Each flow’s details passed INS validation and you have submission confirmation for t…