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• Subscriptions …nă · 9% reducere anualăIncludes all Professional features, Document transfer, File converters, Legislation, OCR without the 200-document monthly cap, Accounting, bank transaction checking, production costs, Fluxe AI and access for one accountant. eMAG and WooCommerce stores are purchased separately with any subscription. You can choose monthly or annual billing only. Monthly equivalent = annual price ÷ 12 months. The formula is: annual saving = (monthly price × 12) − annual price; discount percentage = round[(annua…
• Install Fluxe … browser. Use the install icon in the address bar or the Install option in the browser menu. Confirm installation. Fluxe will then appear in the computer's app list. Open Fluxe Tip: Keep the Fluxe icon on the home screen or taskbar for quick access to the Hub. Related resources Frequently asked questions Practical example When receiving goods, open Fluxe from your phone’s icon and scan the invoice. At your desk, continue checking it in the same account on your computer. Installation gives quick access to the same s…

Security and communication

• Privacy and DPA agreement … will ask you to confirm the current version. How to view documents Open the Terms or Privacy Policy from the form or page footer. For the DPA and subprocessor list, follow the link in the “Recipients and subprocessors” section of the Privacy Policy. Read the content and check the displayed title and version. Download an attachment if the current document includes additional files. Return to the form and tick the required confirmations to continue. Open the Privacy Policy How to accept updated documents Confirm fro…
• Frequently asked questions …atement or the issuer's IBAN from an invoice issued by your company. Verify that it belongs to the company and confirm with Add this IBAN; counterparty accounts from transactions are not suggested. If you already have saved accounts, the company IBAN extracted from the document must match one of them; otherwise, the document remains available for review. To enter an account manually, choose Add IBAN and Save IBAN in the form; the currency is required. Enable On invoice only for accounts that should be shared with c…

Company activity

• Billing …age remains → 3. The legal name continues to appear in the supplier's data. Payment order issuance form with payer, beneficiary, optional associated documents, and transaction details. You choose the purpose of the payment and fill in the mandatory data. Invoices can be associated for calculating the remainder, but taxes, salaries, installments, own transfers, dividends, and other payments can be issued directly. Collection issuance form with selected invoices, remaining amount after partial payment, automatic rece…
• Documents …i, celălalt pregătește un document al firmei tale. I uploaded a document. Why are its details not ready to use yet? Check the upload result and Document validation list. If details need completing, open Moderate, compare the fields with the original, correct them and wait for saving to finish. Confirm accuracy and approve only after checking. Uploading the file does not replace checking its details. The same invoice appears twice. How do I avoid duplicate records? Compare the supplier, number, date, currency and to…
• Calendar 3 Calendar Calendar Track documents and transactions by day, and check what still needs completing in the selected period. from-rose-500 to-orange-500 admin.apps.show Day, week, month and year views Timeline for documents Upload directly on the selected day Quick signals for SPVs and shortfalls Calendar Calendar groups documents by their dates. In Day mode, find documents at the top, followed by account activity and that day’s sign-ins. In Month mode, documents are grouped by day. View a day's documents and activit…
• Accounting … correct period In “Deferred income: recognition in the correct period”, prepare the data from actual documents and check the result in the associated records. Single-entry transaction list In “Single-entry transaction list”, prepare the data from actual documents and check the result in the associated records. Payment instrument processing: checks For checks, check the allocation to invoices and track bank confirmation separately. Payment instrument status: checks For checks, check due dates, amounts and proof of …
• Customers 5 Customers Customers Workspace for contacts, leads and invoicing shortcuts. from-amber-500 to-orange-600 admin.apps.show List of contacts and potential customers Internal Notes and Commercial Context Links to accounts Flows and billing Commercial statutes and operational follow-up Customers You keep customer, supplier, and individual data, along with their activity history. Organise business partner details and documents The export popup from the Customers application, with period and source application The export…

Organization

• Tools …i pauzele, apoi consulți traseul păstrat la cursa finalizată. Find the right tool Reach the required activity quickly and keep frequent tools at the top of the list. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Electronic Signing Pregătește documentul în browser și autorizează semnarea cu certificatul tău, prin Fluxe Sign pentru Windows sau Mac. Tax calculator Estimate tax and contributions for PFA sole traders and companies, based on the ta…
• Handwritten signature …each document and choose the signature position. Set the size and rotation separately for each document. The 'Request external signature' popup with the direct list of documents and delivery via link or email 1. Search for documents by name, number or type → 2. Check up to 10 files and choose Link + PIN or E-mail → 3. Click Copy link or Copy PIN separately for the value you need. The Completed page with the document preview and sidebar for signatures, audit and active links 1. Open the document → 2. Check who signe…

Integrations and support

• Seller Central …ns Choose a connected store or configure a new integration. The eMAG Settings page with the connection form and the sidebar showing the IP address for the allowlist Open the eMAG module, then Settings → Connections. The side panel shows the IP address to add to the allowlist and the steps to follow. The small (i) buttons display explanations only when you need them. Fluxe header with eMAG and WooCommerce notifications, each with its source image Select the store notification to open the order, product or page it re…

AI Assistant

• Requests and confirmations in AI Assistant …ning the premium bicycle and the amount of RON 1,500” or “Which documents do we have with Companie U2 SRL?”. To check money movements with a partner, ask “Show transactions with Companie U2 SRL from the last three months” or “Have I paid Companie U2 SRL?”. You receive entries from uploaded statements and the cash register, showing the date, beneficiary, description, amount and check status. Without a date range, search uses the entire available history; continue with “What about September?” or “What about receipts?…

Accounting

• Organize your company's dashboard …nd on the company applications and permissions. On Home, go to the bottom of the page and choose Add widget. Select a report or Applications from the available list; widgets already added are checked. Choose Edit and drag the widget directly to the desired position. To move it step by step, use Move up, Move down, Move left or Move right. The X in the widget corner removes it only from Home; company documents and data are retained, and the widget can be added again. Choose Done and wait for saving to finish. If sav…
• Validating documents before accounting recognition …inancial and accounting document rules 10 September 2026 Invoices and credit notes, till receipts, cash receipts, statements and other documents supporting the transaction. Contracts, goods receipt notes, delivery notes, expense reports or customs documents where they substantiate the transaction's nature, quantity or timing. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Upload the complete, legible do…
• Bank reconciliation: allocating statement movements …tion: allocating statement 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…
• Accounting analyses Accounting analyses Identify documents requiring review and compare bank transaction coverage for the company's interval. Documents to review Choose the period, then open the items in Documents to review. Compare the original with the recorded information, fill in any missing date or value and confirm the document only after checking it. Viewing the analysis does not approve documents or post journal entries. Control by periods Compare the document count, transactions read from statements and allocated amounts. Unr…
• Accounting reports … yet recorded in the accounts. Do not force these totals to match. Two reports have different totals for the same month. Compare what each report measures, the transaction date, currency and source status. Open the documents explaining the difference; invoicing, payment receipt and accounting recognition are distinct. Facturarea și evidența contabilă arată valori diferite. Care raport este corect? Verifică ce măsoară fiecare: Facturare folosește documentele fiscale emise, iar Evidență contabilă folosește notele pos…
• Tax profile: establish obligations before recording transactions Tax profile: establish obligations before recording transactions Compare company details with the tax registration record and retain each regime's effective date. Check the company's legal form and tax regime, enter its tax obligations and their effective periods, then confirm the details. Selecting a profile does not save it automatically. Review the details before confirming and consult the history to track a change. Updating Fluxe does not submit the change to ANAF. Accounting Law No. 82/1991 — supporting docume…
• Importing and exporting accounting data … period's data for SAGA Choose the period and Export for SAGA. Check the datasets for the company's accounting regime: SAGA C for double-entry or SAGA P.S. for single-entry accounting. Orders is available only for double-entry accounting. Check documents and tax classifications before exporting, including the codes and treatment of intra-community transactions. Blocked or unconfirmed items are excluded from the file; complete them on the source page and check again. Download the XML for the required dataset or use …
• 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 …ptember 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 takeover date. The latest filed returns and accepted filing receipts. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Choose the start date with the …
• Accounting periods: opening and locking …ass validation. The company’s current situation differs from the month being checked. Which should I use? Compare effective dates in company documents with the transaction period. A regime or registration change does not automatically apply to every previous month. Clarify the profile and period before preparing records and declarations. Entry dates are governed by verified accounting periods. Tax profile: establish obligations before recording transactions Accounting onboarding and takeover Month-end closing befor…
• 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 …'s legal form and accounting regime. Under ‘Draft entries’, open the entry and source document. Compare company, date, description and currency with the actual transaction. Check every line: debit account, credit account, amount and required subsidiary accounts. Total debits must equal total credits. Equality alone does not confirm correct account selection. For an incorrectly generated draft, return to the source or mapping and prepare it again. For a manual entry, correct the draft using supporting documents with…
• Correcting posted entries through reversal …t the open period and correction date, enter the reason and confirm only after reviewing the reversing entry. Correct the source and prepare a new entry if the transaction needs recording again. Compare the original, reversal and correct entry in the account ledger. Account sheet Draft notes ciorne Repeat tax checks for affected periods. Follow the form's correction procedure; regeneration in Fluxe does not replace the amended filing or adjustment required by ANAF. The reversal action is unavailable. Check permissi…
• Accounting items … document rules 10 September 2026 The supporting document, detailed computation and entry justification. The accounts and subsidiary accounts applicable to 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. Check whether the transaction already has a source that can generate the draft to avoid duplication. Draft sources surse Use ‘Add journal entry’ and enter the date, explanation and accou…
• Fixed assets …al 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 classification and useful-life documents. For disposal: the sales invoice or scrapping report and related approvals. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the compa…
• Month-end closing before returns …al open the corresponding records. Finalize the month's documents and allocations. Check that all correct drafts are posted and identify any missing period-end transactions. Document validation Draft notes ciorne Compare bank and cash balances with documents, customers and suppliers with subsidiary ledgers, stock with movements and fixed assets with asset records. Explain differences before closing. Trial balance Under ‘Depreciation due’, check assets, month and amount. Confirm instalments and accounts, then use ‘G…
• Expense reports …pproved and RON 200 reimbursed, RON 100 remains. An overpayment requires reviewing the adjustment. Associate the actual bank payment or the Expense reimbursement transaction in Cash, within the evidence's available balance. A payment order alone does not prove the transfer. The journal entry and corrections Recorded liability and Recorded reimbursements use posted entries and their reversals. An approval, confirmed reimbursement and posted entry are separate records; check each stage before closing the expense repo…
• Entries in RON: checking the period's documents …ng 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. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare supplier, number, date, base, VAT and total in lei …
• Entries in foreign currency: checking the period's documents …e 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 editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare supplier, date, currency, foreign-currency total, e…
• Outgoing in RON: checking the period's documents … 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 confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare customer, issued number, date, value and document s…
• Outgoing in foreign currency: checking the period's documents …isters 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 and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the documen…
• e-Invoices: checking the period's documents …epare 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 permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Select the company and period; check that the page matches the document's direction and currency. In the table, compare direction, partner, date, value and e-Factura statu…
• RON bank journal …ng movements with the register. If the statement is still under review, return to the existing document and complete the details. Do not upload a copy to force transactions to appear; you may duplicate the sources. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and 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 an…
• 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 …ng movements with the register. If the statement is still under review, return to the existing document and complete the details. Do not upload a copy to force transactions to appear; you may duplicate the sources. Accounting Law No. 82/1991 — supporting documents and accounting registers OMFP No. 2.634/2015 — financial and 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 an…
• Foreign currency cash book …y 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 foreign currency …
• Transfers between warehouses …ounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Transfers between warehouses’ page, open the transaction and compare source warehouse, destination warehouse, item, quantity and transferred value with supporting documents. Compare the outgoing and incoming sides of the same pair. Do not double the transfer value by adding both directions. After confirmation, compare the movement in the item record with the stock position. In double-entry accounting, …
• Consumption vouchers … and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Consumption vouchers’ page, open the transaction and compare warehouse, item, quantity consumed and value issued with supporting documents. Compare consumption with the goods' intended use and available stock. A materials order alone does not substantiate consumption. After confirmation, compare the movement in the item record with the stock position. In double-entry accounting, check the journ…
• Disassemblies …egal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Disassemblies’ page, open the transaction and compare source item, quantity, warehouse, resulting items and allocated values with supporting documents. Check that value is conserved between the disassembled item and resulting items. Correct confirmed transactions by reversal while retaining the original. After confirmation, compare the movement in the item record with the stock positio…
• Special operations …ments and accounting registers OMFP No. 2.634/2015 — financial and accounting document rules 10 September 2026 Prepare document supporting the receipt or issue and transaction approval. The item record and stock position in the relevant warehouse. Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Special stoc…
• Stock reduction adjustments …d accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Stock value adjustments’ page, open the transaction and compare item, warehouse, value before and after adjustment and reason with supporting documents. Check that only value is corrected, without changing quantity. Investigate physical quantity differences through stocktaking. After confirmation, compare the movement in the item record with the stock position. In double-entry accounting, check th…
• Stock inventory count …and accounting regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Stock inventory count’ page, open the transaction and compare inventory date, warehouse, item, book quantity, counted quantity and difference with supporting documents. Compare the count with movements up to the inventory date. Explain surpluses and shortages and check approval before confirming differences. After confirmation, compare the movement in the item record with the stock position. In …
• Issuance of inventory items for use …ng regime. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Putting low-value assets into use’ page, open the transaction and compare asset, warehouse, quantity, date, user or usage location with supporting documents. Check both the stock issue and records of assets in use. Putting an asset into use does not end the need to track it. After confirmation, compare the movement in the item record with the stock position. In double-entry accounting, check the journal ent…
• Production: consumption and finished goods …. Check the item, unit of measure and warehouses involved before continuing. ware Warehouses On the ‘Production: consumption and finished goods’ page, open the transaction and compare finished product, quantity produced, warehouses, consumption and allocated cost with supporting documents. Compare actual consumption with finished output and separate normal from abnormal losses. Check eligible cost components before finalizing. After confirmation, compare the movement in the item record with the stock position. In d…
• Orders …in the associated records. Order quantities and values Line value = Quantity × Unit price. Line total = Line value + Line VAT. VAT applies only according to the transaction and the company's regime; VAT is zero on documents issued by a company that is not VAT-registered. Uninvoiced quantity = maximum(Ordered quantity − Invoiced quantity, 0). Compare what was ordered, delivered and invoiced separately. An order for 10 units with 6 units invoiced has 4 uninvoiced units; the order does not prove delivery or payment re…
• Contracts …low only steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add contract’ and check the number, date, customer, type, currency, advance, value, instalment count and start date. Complete ‘Instalments’ and ‘Invoice content’ according to the contract. Compare each instalment and billable line with the approved schedule. Paying an advance, generating a draf…
• Generating invoices from contractual instalments …w only steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Select the month and year and check ‘Instalments ready for invoice generation’. Compare the date, due date, invoiced amount, penalties and ‘Imported’ status with the contract. Use ‘Generate’ only for the verified instalment, then ‘Open invoice’ and review the draft. Generation neither issues nor autom…
• Daily allowances …ollow only steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add trip’ and enter the employee, destination, country, currency, departure and arrival dates and times, exchange rate and daily allowance granted. Compare details with the travel documents. Check duration, calculated daily allowance and the taxable portion in lei against limits applicable to…
• Vehicle logbooks: routes and vehicle use …w only steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add vehicle logbook’, check the period, vehicle and driver, then enter each route under ‘Routes travelled’. Compare dates and distances with actual journeys. Check total kilometres and consumption and retain the supporting document link. A vehicle logbook does not replace an invoice or independen…
• Prepaid expenses: allocation across periods …w only steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add schedule’, check the ‘Prepaid expense · 471’ type, document, recognition start and end dates and total value. Enter the cost centre if needed. Compare monthly allocations with the contractual period. Use ‘Create draft entry’ for the verified instalment, then review and post the entry separate…
• Deferred income: recognition in the correct period …w only steps applicable to the company's legal form and accounting regime. Check the company, period and documents before entering data. Search for an existing transaction with the same reference to avoid duplication. Use ‘Add schedule’, check the ‘Deferred income · 472’ type, document, recognition start and end dates and total value. Determine the period from the contract and actual service delivery. Compare monthly allocations, recognized value and remaining amount. Use ‘Create draft entry’ for the verified insta…
• Single-entry transaction list Single-entry transaction 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. Fo…
• Payment instrument processing: checks …t. The instrument was received, but the invoice remains unpaid. What should I check? Compare the instrument status with evidence of actual receipt and the bank transaction. Receiving a cheque or promissory note does not itself prove payment was collected. Follow maturity and the result, then check allocation to the correct invoice. The instrument, invoices and bank evidence are tracked separately. You receive a cheque for a RON 1,000 invoice. Record the instrument’s identity, partner, amount, currency and related d…
• Payment instrument status: checks …e. The instrument was received, but the invoice remains unpaid. What should I check? Compare the instrument status with evidence of actual receipt and the bank transaction. Receiving a cheque or promissory note does not itself prove payment was collected. Follow maturity and the result, then check allocation to the correct invoice. You can identify instruments requiring follow-up and evidence for settled instruments. A RON 1,000 invoice has an unsettled cheque. In the statement, compare the instrument, partner and …
• Payment instrument processing: promissory notes …t. The instrument was received, but the invoice remains unpaid. What should I check? Compare the instrument status with evidence of actual receipt and the bank transaction. Receiving a cheque or promissory note does not itself prove payment was collected. Follow maturity and the result, then check allocation to the correct invoice. The instrument, invoices and bank evidence are tracked separately. A customer issues a RON 1,000 promissory note with a later due date. Check the issuer, beneficiary, amount, currency an…
• Payment instrument status: promissory notes …e. The instrument was received, but the invoice remains unpaid. What should I check? Compare the instrument status with evidence of actual receipt and the bank transaction. Receiving a cheque or promissory note does not itself prove payment was collected. Follow maturity and the result, then check allocation to the correct invoice. You can identify instruments requiring follow-up and evidence for settled instruments. You want to identify promissory notes approaching maturity. Check each instrument and linked docume…
• Tax calculation: the tax base and tax due …7 accounts’, use ‘Add classification’. Complete ‘Account’, ‘Tax treatment’, ‘Justification’ and ‘Legal basis’. Confirm only treatment appropriate to actual account transactions and the selected period. Under ‘Documented tax adjustments’, use ‘Add adjustment’ when needed. Enter type, amount, explanation with its supporting document and legal basis. Ensure the same adjustment is not included twice through accounts and a separate amount. Check ‘Account turnover and treatments used’, the tax base, computation in bani a…
• Purchase journal: checking deductible VAT …urrency transactions, check the tax exchange rate and equivalent in lei. In double-entry bookkeeping, compare journals with posted entries and VAT accounts. In single-entry bookkeeping, compare them with confirmed documents and tax treatments without requiring double-entry accounts. Continue to D300 and check the rows carrying the transactions. For reportable EU or domestic transactions, also reconcile D390 or D394. Do not assume every journal transaction is automatically covered by every form. D300 D390 D394 Journ…
• Sales journal: checking output VAT …urrency transactions, check the tax exchange rate and equivalent in lei. In double-entry bookkeeping, compare journals with posted entries and VAT accounts. In single-entry bookkeeping, compare them with confirmed documents and tax treatments without requiring double-entry accounts. Continue to D300 and check the rows carrying the transactions. For reportable EU or domestic transactions, also reconcile D390 or D394. Do not assume every journal transaction is automatically covered by every form. D300 D390 D394 Journ…
• Balance sheet: checking financial statements …ption 10 September 2026 The final and comparative-period trial balances, account ledgers and opening balance reconciliation. The inventory file: authorization, lists, balance confirmations, minutes and approval of how differences are treated. Customer and supplier statements, verified bank statements and cash, stock, assets, depreciation, loans, provisions and applicable adjustments. Closing entries and documents, tax computation and liability reconciliation. Previous financial statements and documents required for…
• e-VAT: checking differences against company records …h D300 and the journals for the same period. D300 Purchase journal Sales journal For each difference, identify the documents, tax point period, corrections and transactions explaining the amount. Do not automatically record an unsupported total in accounting. If a correction or response is required, follow the official document's procedure and retain the computation, documents and evidence of communication. Totals differ although the invoices appear complete. Check tax points, transactions reported in different per…
• RO e-Transport in Accounting: document control …ve company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime. Identify the transaction and the company's role from the documents. Check whether transport must be declared and who is responsible in the specific situation. Under ‘RO e-Transport’, find the document and check status, transport details and any UIT code. Open the source for missing details. Correct details within the document workflow and check authorization and submissi…
• Chart of accounts: add and edit from the form …formation you can justify in the form. Calculated values and historical links remain available for checking only. Compare the accounts used in entries with the transaction's nature. For draft generation, check mappings and their effective dates separately. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but a…
• Suppliers …t. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the fo…
• Customers …s. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the fo…
• Delivery addresses: add and edit from the form …ilable for checking only. Separate the registered tax address from the actual delivery location. Check the address on the order and transport document for that transaction. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document w…
• Agents: add and edit from the form … regime. Open “Agents” for the active company and search for the existing record before adding a new entry. Compare agent identity, status and association with transactions with the documents. For an existing item, select the row and choose “Edit row details” in its details and options window, then correct only information you can justify in the form. Calculated values and historical links remain available for checking only. Check the responsible person on the actual document. Linking an agent helps commercial trac…
• Items: controlled addition and editing …form and try again. The other items are not affected. After confirmation, review the saved values and continue to Item sheets to control how the item is used in transactions. Separate products from services and check the unit of measure before the first movement. Item ledgers You opened the wrong item or no longer want to apply the change. Close the form or use “Cancel”. Values already saved in the catalog remain unchanged. There are two similar Catalog records. How should I choose? Compare identification and detai…
• Item and service types: add and edit from the form …n. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the fo…
• Item groups: add and edit from the form …t. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the fo…
• Warehouses: add and edit from the form …r. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the fo…
• Branches …s. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the fo…
• Vehicles …e. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the fo…
• Routes: add and edit from the form …d. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the fo…
• Contract types: add and edit from the form …y. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the fo…
• Operation types: add and edit from the form …unting 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. Open “Operation types” for the active company and search for the existing record before adding a new entry. Compare transaction type and its use in the accounting workflow with the docum…
• Types of documents: add and edit from the form …e. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the fo…
• VAT rates: add and edit from the form …ounting 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 regime. Open “VAT rates” for the active company and search for the existing record before adding a new entry. Compare rate, eff…
• Cost centers: recording and allocation …emove a used record merely to hide a duplicate. The center catalog is saved through a controlled process, while allocations and results remain traceable to the transactions that produced them. You want to track Warehouse and Office expenses separately. Define the cost centres and check the allocation of a supported RON 1,000 expense: RON 600 to Warehouse and RON 400 to Office. The allocated total must remain RON 1,000; correct calculated results at the allocation source.
• Profit centers: recording and allocation …emove a used record merely to hide a duplicate. The center catalog is saved through a controlled process, while allocations and results remain traceable to the transactions that produced them. Compare Store activity with Services. Keep separate centres and check that each centre’s linked income and costs are complete for the same period. Do not allocate all company income to both centres, which would double the comparison.
• Currencies and exchange rate checks: add and edit from the form …n. Check the form and save the item. Close the form before adding or editing another item. Continue to the page using these details and check the record in the transaction's context, including its effect on reports. Open related records Master data is correct, but an older document shows something different. Check the data saved when the document was issued or confirmed. Correct the document through its workflow when necessary; editing the catalog does not rewrite history. You selected the wrong entry. Close the fo…
• Employees: adding, editing, and payroll details …es, use “Download template” below the table, complete the file without changing the headers, and choose “Import.” “Export table” downloads the current employee list to Excel. Review the preview before applying; this page’s import changes only the employee list. For an existing employee, select the row and choose “Edit row details” in its details and options window. Correct the information in the pop-up form; the associated contract and salary history remain available for checking only. Check the internal number, na…
• Account sheet …ce. Account balance and movements The balance starts from the opening balance and includes only the company's posted entries in accounting order: balance after transaction = opening balance + cumulative debits − cumulative credits. For the net balance, a positive value is a debit balance and a negative value is a credit balance. Search and filters narrow the displayed rows without recalculating the balance. Open the entry explaining the first difference and compare the document, account and date before preparing a …
• Supplier situation: checking and explaining amounts …cluding that a report is incorrect. The statement shows payment, but the report keeps the full outstanding balance. What should I check? Identify the statement transaction and check allocation to the correct invoice and partner. Check currency and whether payment covers several documents. An unallocated bank amount does not automatically reduce an assumed invoice’s balance. Report amounts are explained and can support accounting and tax checks. Entries in RON: checking the period's documents Entries in foreign curr…
• Customer situation …ncluding that a report is incorrect. The statement shows payment, but the report keeps the full outstanding balance. What should I check? Identify the statement transaction and check allocation to the correct invoice and partner. Check currency and whether payment covers several documents. An unallocated bank amount does not automatically reduce an assumed invoice’s balance. Report amounts are explained and can support accounting and tax checks. Outgoing in RON: checking the period's documents Outgoing in foreign c…
• Item ledgers: checking and explaining amounts …records. Reconcile the item's balance chronologically. For unusual quantities or costs, open the document that caused the first difference, not just the latest transaction. For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again. Open sources requiring review Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements. The tot…
• Receipts and payments journal for single-entry bookkeeping Receipts and payments journal 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…
• Checking the ledger before recording and reporting …upporting 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 ‘Control’ in the General Journal and check periods, mappings and entries for the active company. Check accounting periods and rules before preparing sources. Accounting…
• VAT Mappings …y, deduction percentage, pro rata, regime, tax point and exchange rate with the documents before confirming. Confirm each document's treatment according to the transaction's nature. Check which values the selected export represents; an export cannot replace tax analysis. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history. Purchase journal The confirmed selection does not match the source. Check the document and corre…
• Document type mappings …ument type, direction, currency and treatment used in the exchange file with the documents before confirming. Check invoices, delivery notes, till receipts and transactions with distinct VAT treatment separately. The file code must represent the actual document. After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history. Data transfer accounting The confirmed selection does not match the source. Check the document and correc…
• Accounting Home …mparing two totals. In To resolve, open the outstanding task to continue the review. Documents requiring review are tracked across all periods; drafts and bank transactions use the selected period. Bank separates transactions without documents, those partially covered and suggestions awaiting confirmation. The same transaction may need both additional coverage and confirmation of a suggestion; do not add these counts together as a total of distinct transactions. On first use, complete onboarding using the company's…
• Accounting period review Accounting period review Review a period's documents, bank transactions and warnings together and prepare the files needed for handover. Opening the period In Analyses, find and open the desired interval in Review by period. Check the period title and the values in Period review: selected documents, supporting documents, statement transactions and items requiring review. Warnings and supporting documents Resolve warnings first, then find the document in the table and open the original. Confirm details only after co…
• The accountant's page … the data. The page is unavailable for the company. Check the tax profile and accounting regime. The Accountant's page applies to double-entry bookkeeping; for single-entry bookkeeping, use the records available to the company without artificially changing its regime. Am descărcat setul SAGA. Lucrarea este încheiată? Verifică sumarul și pozițiile care cer completări, apoi importă fișierul în programul destinatar și controlează rezultatul. Descărcarea nu dovedește preluarea datelor în SAGA și nu încheie automat veri…
• Accountants …Check the engagement permission, selected applications and availability of access. An invitation not yet accepted is tracked in Invitations, rather than in the list of active engagements. Colaborarea s-a încheiat. Șterg și documentele lucrate de contabil? Verifică persoana și folosește Retrage accesul pentru încheierea colaborării. Documentele și înregistrările firmei rămân păstrate; retragerea accesului nu cere ștergerea lor. Controlează separat lucrările încă deschise și accesul celorlalți colaboratori. Ion Popes…
• Accountant Invitations …erified address. Do not send the link received by the first person to another recipient. The invitation was not received. Check the address and validity in the list, then ask the recipient to check their spam folder too. Use Resend after checking the address; sending alone does not confirm acceptance. Am trimis invitația unei alte persoane. Cum o corectez? Dacă invitația este încă în așteptare, anuleaz-o și creează una pentru adresa verificată, cu permisiunile necesare. Dacă a fost acceptată, verifică persoana în C…
• Reports — Tax compliance Reports — Tax compliance Compare confirmed VAT and transactions whose tax treatment still requires review. Confirmed VAT and pending amounts Current VAT difference = Confirmed output VAT − Confirmed deductible input VAT. VAT awaiting treatment is not automatically included in deductible 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 th…
• Documents in the invoicing report …ency and document group Keep the report's interval and choose the currency and group: commercial invoices, advances or credit notes with sources to review. The list shows the document number, date, partner and values. Check the value used in the report, including the sign of corrections. The document supporting the amount Open the invoice from its row or download the PDF and compare the original. A final invoice may include an advance deduction; do not mechanically add its total to every advance to calculate income…
• Sources of the tax compliance report …atment 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 return to the report. For example, pending VAT of RON 210 remains separate until its treatment is confirmed. Do not subtract it from th…
• Calculations in the tax report … credits and period tax. Calculation regime and period Check each calculation's regime, interval, rate, base, credits and tax. The indicator filter narrows the list to calculations contributing to the value under review. Do not mix microenterprise and corporate income tax bases. Cumulative values and period contribution Open the tax calculation for confirmed explanations and adjustments. Compare only calculations with the same tax year starting date and regime. If there are warnings, check the sequence of calculati…
• Cost centers — Interval control …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 recorded. Amounts remaining to allocate For RON 10,000 eligible and RON 7,500 reconciled, coverage is 75%. Open Allocations and check the remaining lines. Allocation to centres does not change the financial entry or by itself confirm the accounts are correct. Check lines to allocate Check lines to allocate distributii Coverage is 100…
• Cost centers — Distributions …es and retain separate versions for corrections. Allocating an accounting line Choose the period and filter by To allocate. Open the journal entry to check the transaction, then use Allocate. Select the centres and enter exact amounts in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each item and use Confirm allocation. Correcting a confirmed allocation Choose Correct for…
• Profit centers — Interval control …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 recorded. Amounts remaining to allocate For RON 10,000 eligible and RON 7,500 reconciled, coverage is 75%. Open Allocations and check the remaining lines. Allocation to centres does not change the financial entry or by itself confirm the accounts are correct. Check lines to allocate Check lines to allocate distributii Coverage is 100…
• Profit centers — Distributions …es and retain separate versions for corrections. Allocating an accounting line Choose the period and filter by To allocate. Open the journal entry to check the transaction, then use Allocate. Select the centres and enter exact amounts in RON; the total must equal the line value down to the last ban. For a RON 1,200 expense, you can allocate RON 800 to one centre and RON 400 to another if the documents justify the split. Check each item and use Confirm allocation. Correcting a confirmed allocation Choose Correct for…

Billing

• Invoice creation … permits intra-community services; Goods can be selected only for a company normally registered for VAT. Enable Intra-community invoice (EU), choose the permitted transaction and check the recipient and VAT number from another EU state. Currency switches from RON to EUR and can be changed; line items retain 0% VAT. The customer's number is checked again in VIES at issuance. If the service is unavailable, enter the required verifiable alternative tax evidence; a simple declaration does not allow continuation. Check …
• Drafts in Billing …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 receipts Customers in Billing You completed a RON 500 invoice, but the customer has not confirmed the billing address. Keep it in Dra…
• Issued documents …nvoice, line items and quantities corrected before issuance. If Credit note in progress appears, continue the existing draft to avoid two corrections for the same transaction. Recurrence creates a recurring invoice draft from the selected document. Check series, customer, line items, frequency and next issue date before enabling repeated issuance. Add note or Edit note retains team observations; they do not change amounts or appear in PDF or XML. Track transport declared to ANAF Check the ANAF response and UIT code…
• Collections and receipts …e currency. A fully credited invoice has no remaining amount available for a new receipt. If you already recorded the payment through the bank, match the statement transaction with that receipt's document. An invoice collected in cash must not be collected again by linking its receipt to a bank credit. Depositing cash in the bank is tracked as a transfer between cash and bank. To correct a reconciliation already posted to the accounts, first record the reversing entry and then reject the incorrect link. Receiving p…
• Payment orders …nt orders Prepare the document with the payer, beneficiary and transfer details, with or without linked invoices. Create the order with payer, beneficiary, and transaction data. Associated documents are optional. If you choose invoices, goods receipt notes (NIRs), or credit notes, Fluxe calculates the rest, completes the details, and keeps track of the payment. Issued documents Customers in Billing You need to pay a supplier RON 1,200. Enter the beneficiary, IBAN, amount, currency and description, then link the inv…
• Customers in Billing …ave 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 identitatea, contactul și cond…
• Product and service catalog Product and service catalog Keep reusable billing items and track their links to connected stores. Open the list of frequently used products and 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…
• Billing reports …document amounts recorded in RON during the selected period. Receipt and payment difference = Recorded receipts − Recorded payments, in RON. Separately check actual transactions, statements and bank and cash balances before deciding how much you can pay. Recorded receipts / sales = Recorded receipts ÷ Sales × 100, as a percentage, for RON values in the selected period. The percentage may exceed 100% when collecting invoices from other periods. If sales are zero or negative, no percentage is calculated. Document rep…
• Incoming invoices …ploaded and scanned files and use the original when a duplicate is detected. In Billing → Incoming invoices, find supplier invoices for the current company. The list combines invoices retrieved from SPV with those identified in uploaded or scanned documents. Search supplier or invoice number and use the SPV or Uploaded / scanned source to narrow results. For an invoice in a file, use Upload invoice; for a paper document, use Scan. Continue in the document addition workflow. After reading, check supplier and CUI, re…
• SPV messages …etails or SPV ID. Compare type and date with the invoice or obligation being checked. Open Preview or download the message using Download. Keep the response in the transaction file and check the associated document before correcting or resubmitting anything. You read the ANAF response matching the company and operation and retained supporting evidence. The chart's message count alone does not confirm invoice acceptance. e-Factura is connected, but general correspondence is not retrieved. Check Certificate for SPV m…

Calendar

• Check documents and due dates for a day or month … the same document category. Saved filters retains search and filter combinations in the current browser, separately for your account; it does not transfer the list to another device. Apply search text, search scope and required filters, then choose Save filter and enter an easily recognised name. For a future review, choose the combination from Saved filters. Check the displayed period: the filter applies to the current period without automatically returning to its saved date. Saving with the same name updates the…
• Check daily activity and recover a deleted document …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 reference: name, number or business partner. In Calendar, select the operation date. For a correction made today to an old document, select today. Open Activity and find the operation. For down…

Customers

• Identify the business partner and update contact details …ly in the correct company's record. Elimină un contact fără să pierzi documentele Check a customer's documents and sales Import contacts and export the required list
• Elimină un contact fără să pierzi documentele …inte de eliminare. Pe computer, folosește Șterge din fișa contactului. În aplicația de telefon, deschide Aplicații → Clienți, intră în fișă și alege Elimină din listă. Verifică numele din confirmare. Pe telefon, confirmă Elimină numai dacă ai ales contactul corect. Revino în listă și verifică rezultatul. Dacă se întrerupe conexiunea pe telefon, redeschide Clienți, intră în Eliminări de verificat și folosește Verifică eliminarea pentru a finaliza aceeași cerere. Contactul este eliminat sau scos din lucru, iar docume…
• Check a customer's documents and sales …preting amounts. In the Customers tab, view statistics and choose a product or service from the chart to see line items forming the amount. Compare documents and transactions in the same currency. Open the invoice, credit note or receipt explaining a difference. Use Download customer statement and choose the period. Check interval, document types and transaction currencies in the PDF before sending. Pe telefon, deschide Aplicații → Clienți, intră în fișa partenerului și alege Fișă PDF. Selectează intervalul sau Toa…
• Import contacts and export the required list Import contacts and export the required list Use the Excel template and choose origin and period for exported data. Contacts Import retrieves contacts from existing records. Start with Excel template and check information before upload. For export, the period uses last activity in the selected source application; All time removes the date restriction. Prepare the file and check imported details The Excel file completed from the template and verified details of contacts to import. In Customers, choose Import and dow…

Documents

• Configure keyboard shortcuts …ing 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 grouped by application. Disable removes the combination, while Restore defaults returns to the initial shortcuts, including Ctrl/Command + F for search and Ctrl/Command + Shift + U for Add documents. If a combination is already assigned, check the displayed feature name. Overwrite shortcut moves the combination to the new feature and disables it for the…
• Uploading supporting documents … 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 in the list; they are sent after review throug…
• Document scanning …ser settings and return to scanning. Photograph the document, then continue with the remaining originals. After the first scan, the camera stays available; the list does not open over it automatically. În aplicația de telefon, folosește Scanează pentru fotografie. Pe Android poți atinge pagina pentru focalizare și activa blițul dacă ai nevoie de lumină. Fotografia păstrează cadrul întreg și este optimizată la maximum 1 MB; verifică textul și toate marginile în previzualizare înainte să continui. Fluxe resizes large…
• Find information in your account …seria și numărul. Open preview to compare the original with the issuer, recipient, series, number, dates and available totals. For invoice line items or statement transactions, open Document details. Previous and Next retain the filtered list's order and continue onto the next page; the indicator shows the document's position in the results. You can check several originals without closing preview. Viewing does not approve details or change the document. Use the review action when the document needs corrections, or …
• Checking extracted documents …efore confirming. For a bank statement, check in the same currency: closing balance = opening balance + total credits − total debits. Compare balances and every transaction with the original; credit means money entering the account and debit means money leaving it. A difference requires checking the details before approval. Compare the extracted information with the original document before confirming. For VAT, check each printed rate, taxable base and VAT amount separately; a mathematical discrepancy keeps the doc…
• Document reports …ioadele urmărește toate documentele nevalidate ale firmei, inclusiv cele fără dată. Perioada aleasă se aplică indicatorilor Facturare. Deschide De validat pentru lista completă sau Necesită atenție pentru documentele cu informații lipsă, avertismente ori procesare neîncheiată; nu aduna cele două valori. The total seems to include an invoice twice. What should I check? Open the report documents and compare the number, issuer, date and total. Check whether an entry is a copy, correction or document serving another pu…
• Document validation …omplete summary lets you review the document details, parties, number and date, line items, totals, and VAT where applicable. For bank statements, also compare transactions and balances with the original. Data in Validation is read-only; corrections are made through Moderate. The direction of funds shows the effect on your company. An issued invoice indicates money to be collected, while a received invoice indicates money to be paid; these are expected amounts and do not by themselves confirm payment. On a bank sta…

Notes

• Keep an activity's context in notes …e existing item without 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 tex…

Seller Central

• Operations needing attention …the correct store. In Seller Central, open Needs attention. Compare the store, record and date; unconfirmed results appear first. The Module filter narrows the list to eMAG or WooCommerce. Open the operation and check the result on the module's page. A submission with an unconfirmed result may already have been applied in the store; check the status before submitting again. For example, order 784 has an unconfirmed result at Atelier U2. Check the order status and submission history before repeating the change; do n…
• eMAG …g an eMAG price schedule Checking an eMAG pricing rule Analysis Checking eMAG actual profit Tools eMAG calculators eMAG profit calculator eMAG supplier product lists Analyzing products from eMAG links eMAG product ranking Checking eMAG product listings eMAG product images Checking an eMAG supplier list Checking an eMAG product ranking Checking information from eMAG product links System eMAG VAT rates eMAG localities eMAG logistics addresses eMAG courier accounts eMAG parcel presets eMAG syncs eMAG notifications Set…

Tools

• Find the right tool Find the right tool Reach the required activity quickly and keep frequent tools at the top of the list. The Tools dashboard shows modules your company can access. Search by activity and pin tools you open frequently. Ion Popescu caută contract în Panoul Instrumente al Companie U2 SRL. Fixează sus Documente tipizate, apoi resetează căutarea ca să vadă din nou instrumentele disponibile și deschide activitatea dorită. Nu apare instrumentul pe care îl caut. Ce verific? Resetează căutarea și verifică accesul firmei la i…

Instrumente · Document templates

• Creating and tracking documents …aving a template or opening a copy does not issue the document or send it to the recipient. Old details, including number and date, are transferred for review; change them when the new transaction requires different values. Check template calculations In Expense claim, Amount in RON = Foreign currency amount × Entered exchange rate, rounded to two decimal places. Claim total = sum of line-item RON amounts. Enter each expense's amount and rate: a missing value is not treated as zero in the template total. In Stock c…

Instrumente · Document transfer

• Request documents through a link …ne place. An active Business plan is required for this activity. Ask Ion Popescu for one month's bank statement and invoices. After the first upload, check the list and reopen the request if more details are needed; files already received are retained. The recipient forgot a document? Reopen the request from its page while the link is active. If expired, create a new request. Receiving files does not mean document approval or accounting registration. Received files do not appear in Documents. Choose Prepare in Docu…

Instrumente · Electronic Signing

• Semnarea electronică cu certificat …ogramul pentru a confirma legătura. Adaugă PDF-uri de maximum 50 MB fiecare sau alege documente disponibile în cont. Poți pregăti maximum 20 de documente odată. Lista Urmează să fie semnat păstrează documentele de pregătit și cererile în curs, separat de rezultatele semnate. Pentru PDF-uri obișnuite, în previzualizare deschide configuratorul ștampilei. Alege dacă afișezi logoul companiei, numele semnatarului, logoul Fluxe, data și ora. Mută ștampila în pagină și redimensioneaz-o păstrând proporțiile. Numele real vi…

Instrumente · Handwritten signature

• Document signing …r the last 30 days and people who signed recently. Select a day in the chart to compare In account and External signings, or open View daily values for the full list. Check Pending signatures for external requests that are still valid. A sent request does not mean the document has been signed; open the request to check its status and deadline. Sign in your account Open the document from Documents, Calendar, Billing or Archive and choose the in-account signing action. For a new file, first upload it through Add docu…

Instrumente · Legislation 2026

• Check a situation under Romanian law …egal basis found? Specify the act's name, article, situation and date. If the collection lacks the required provision, check the official source or ask a specialist for analysis. The answer was not completed? Found articles remain in the conversation and can be consulted. Do not treat a missing answer as confirmation of the situation described. Cannot find an old conversation? History displays up to 20 recent conversations and 20 Favourites. Messages, including Favourites, are kept for 90 days; separately retain in…

Instrumente · Vehiculele firmei

• Vehiculele firmei și cursele Vehiculele firmei și cursele Urmărești vehiculele, conducătorii auto și foile de parcurs ale firmei. Din Instrumente, deschide Vehiculele firmei. În lista conducătorilor verifică persoana și vehiculul asociat. Pentru o cursă deja pornită, folosește lista Curselor active și filtrează după număr de înmatriculare sau conducător. După oprirea cursei, verifică traseul, opririle și kilometrajul înainte să confirmi datele folosite în foaia de parcurs. Vehiculele firmei Administrează vehiculele și șoferii, verifică aliment…

Seller Central · WooCommerce

• Organising WooCommerce orders … selection. Check the fields you want to change, then Preview changes. Review each result before Apply previewed changes; the labels field replaces the existing list in this operation. If an order has changed in the meantime, check it again before applying. To return quickly to the same work list, name the filters and choose Save view. The view is saved for the selected store. WooCommerce Find the guide for each WooCommerce page, from connecting the store to orders, catalog, stock and reports. Start with the WooCom…
• WooCommerce costs and analysis … − quantities 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 sele…
• Automating WooCommerce order preparation …ine is calculated from the order date: deadline = order date + selected number of hours. Save as paused, then use Preview from the rule menu and check the order list and displayed actions. For existing orders, choose Apply to displayed orders after checking. The list shows at most 100 orders at a time; Next orders lets you continue. Labels are added; other selected fields replace current values. An order changed between preview and application must be checked again. Activate the rule for orders placed from now on. …
• WooCommerce coupons … 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 the selected day in store time. Zero or an empty usage limit means unlimited for that field. Check whether the discount can be combined with other coupons and whether it excludes products already on sale. Free shipping also depends on the shipping metho…
• WooCommerce customers …e 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 using the data. WooCommerce Find the guide for each WooCommerce page, from connect…
• Analyzing WooCommerce orders …ded statuses, then find the orders that explain the trend. Average order value = net sales ÷ number of included orders, in the selected currency. Open the Orders list when you need to check payment or documents, or correct an order. WooCommerce Find the guide for each WooCommerce page, from connecting 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 select…
• WooCommerce digital product downloads …rs. 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, choose the orders…

Seller Central · eMAG

• eMAG returns …antity and condition. A request does not prove the product was received. Update stock and documents through the appropriate workflows only after supporting the transaction. Confirmation has an unclear result. Should I repeat the operation? Open the exact order in the store and check its status, changes and existing refunds, then the synchronisation result. Clarify the result before retrying. Confirmation without a final response does not justify two orders, two refunds or two changes for the same request.
• eMAG customer invoices … original. If the record needs checking, compare the issuer, number, line items and totals with the original document. Do not issue another invoice for the same transaction just to see it in Fluxe. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if you have not connected your store yet. Then choose the guide for your activity and check the selected store before retrieving or sending data. eMAG waybills eMAG orders eMAG…
• eMAG categories …e Fluxe category exists, but export requires other characteristics. Why? eMAG categories have their own requirements. Select the category from the synchronised list for the correct market and complete its characteristics. Do not use a similar category merely to avoid required fields. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check links b…
• eMAG VAT rates … registration. I have different rates for different markets. Which should I choose? Check the account’s market, product nature and tax regime applicable to the transaction. Use the documented classification and update the list if needed. Do not automatically copy a rate from another market. The name resembles an existing record. Should I create another? Search and compare identification and records already used by products or customers. Confirm whether it is the same record or a distinct one before creating. Check …
• eMAG localities eMAG localities Check the locality used in delivery details. Select the account and find the locality in the synced list. Compare the locality and county with the recipient's address before preparing transport. If you cannot find the locality, check the account's marketplace and update the list. Do not replace the buyer's locality with a similar one just to continue. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if y…
• eMAG logistics addresses …re the pickup or return address with the location where the parcel is actually prepared. To correct account addresses, check the details in eMAG and update the list in Fluxe before using the address on a new shipping label. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. Start with the eMAG connection if 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 …
• eMAG courier accounts …oose 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 delivery conditions, then update available data. Check eMAG activation and p…
• eMAG campaigns eMAG campaigns Prepare the commercial checks before participating in an eMAG campaign. In Campaigns, select the store and synchronise the list. Open the campaign for Eligible offers. Check the period, preparation deadline, terms and minimum stock before choosing products. Compare the current price, campaign cap, lowest price in the last 30 days and available stock. eMAG supplies prices excluding VAT. Use Profit calculator to check whether the offer covers costs and desired profit; clarify missing values before deci…
• eMAG supplier product lists eMAG supplier product lists Upload the supplier's offer to check products and prices. Upload the file received from the supplier and open the import to map its columns. Check the name, codes, quantities, currency and VAT treatment. Review invalid rows separately before using the list for a ranking. Uploading the list does not publish products or automatically confirm purchase costs. After processing, continue in Product ranking from the uploaded list. Check the selected filename before starting analysis, including …
• Analyzing products from eMAG links …ave 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 price from the retrieved proposal. …
• eMAG product ranking eMAG product ranking Prioritize supplier products with enough information for comparison. Choose the supplier list and start the ranking. Check product matches separately before using the opportunity ranking. Open the ranking and compare cost, quantity and the conservative scenario. A high ranking does not guarantee sales; check the sources and calculate the product's profitability before purchasing. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysis. S…
• Suppliers and offers for eMAG …ave 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 before choosing. The lower unit-price…
• Checking eMAG product listings Checking eMAG product listings Identify product information that needs to be completed. Select the product and run the listing analysis. Review the title and missing information, then check the suggestions against the product's actual attributes. The score reflects the assessment in Fluxe and does not guarantee ranking or sales on eMAG. Applying and publishing a change requires a separate product review. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or profit analysi…
• Checking an eMAG price schedule Checking an eMAG price schedule Track results and adjust the schedule when conditions change. Open the schedule from the list and compare the product, price, financial analysis and next run. Check the history before changing or resuming the schedule. Use pause when the conditions need review and cancellation when the schedule is no longer needed. An unconfirmed submission requires checking the price in eMAG before trying again. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deli…
• Checking an eMAG supplier list Checking an eMAG supplier list Map the file columns and correct the import settings. In Supplier list analysis, open the file and map the product, code, quantity, price and currency columns. Check the sales unit and number of products per package. Review invalid rows and continue processing after correcting the mapping. Keep the original file as a reference; reading the file alone does not confirm the product or cost. eMAG Find the guide for the eMAG page you are working on: orders, products, prices, deliveries or …
• Comparing eMAG supplier offers … 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 before choosing. The lower unit-pric…

Declarations and reporting

• Preparing and submitting returns to ANAF …; employment contracts, timesheets and payroll records if you have employees. For double-entry bookkeeping: the opening trial balance and period registers. For single-entry bookkeeping: the Receipts and payments journal, Inventory register and tax records. In both cases: calculations, previous returns, submission receipts and payment evidence. Select the business and period in Accounting. In Tax profile, compare the tax ID, accounting regime, corporate or microenterprise income tax, VAT and start dates with ANAF do…
• Declaration D100 …s 103 and 121. Complete other entries and amendments in the official software; to correct a D100 amount, continue with D710. For other liabilities in the D100 code list, amended returns and special tax situations, check and complete the data in the official software. Closing differences in account 473 from this page is available only on 31 December for the selected calendar year; a non-calendar accounting year requires separate reconciliation. OPANAF No. 57/2026 for form 100 and OMFP No. 978/2005 for rounding tax l…
• Declaration D101 …covers reconciliation with posted 691 = 4411 journal entries and the confirmed annual calculation. The XML code is filled in automatically from the D101 return code list. It is not the Treasury account used to pay the tax; check the payment details separately. Close the year's periods and confirm the tax calculation, including non-deductible and non-taxable items. Reconcile annual tax with entries 691 = 4411 and each D100 for the year. If you have several D100 versions for the same quarter, select the file matching…
• Declaration D112 … making the declaration. Under Liabilities, check the amount and Code in return for each entry. Return codes may contain the letter X according to the ANAF code list; for payment, check the Treasury account and liability details separately. Select the confirmations only after reviewing each employee's circumstances. Correct any flagged data or amounts before generating the file. Use Check and archive D112 to retain the check results in XML history. A closed payroll remains available as a source and retains its conf…
• Declaration D205 …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 income year. Prepare a separate recipient list by category; for dividends, separately check allocation, payment and rules for distributed but unpaid dividends. Tax profile and registered obligations Compare contracts and payments with validated documents and tax accounti…
• D300 VAT return …cument to the submitted XML version, without treating human confirmation as an automatic check of ANAF acceptance. Later adjustments includes a normal domestic transaction omitted from a documented VAT return under controlled conditions. An eligible sale is included only once on row 16, and a fully deductible purchase with 100% pro rata is included only once on row 33 of the selected period. For tax obligations whose statutory deadline is 25 December, the due date is 21 December. If 21 December is a non-working day…
• Special VAT expense report D301 Special VAT expense report D301 Build the file of special VAT transactions and check the tax point, exchange rate and legal basis before completing the official form. D301 concerns only special operations for which instructions establish VAT payable through this form. The special Article 317 code is not equivalent to normal Article 316 registration and does not make the business normally VAT-registered. The general deadline is the 25th, inclusive, of the month following the tax point. For new and used means of tran…
• Recapitulative Declaration D390 VIES Recapitulative Declaration D390 VIES Review intra-Community transactions by partner and VAT number, reconcile them with D300 and finalize the declaration in the ANAF application. D390 reports intra-Community operations under Article 325. File monthly by the 25th, inclusive, of the month following the tax point, only for months with reportable operations, even if D300 is quarterly. Separately identify supplies and acquisitions of goods, and supplies and acquisitions of services. Check VAT code validity and operation…
• Special VAT return D398 — OSS and IOSS Special VAT return D398 — OSS and IOSS Prepare transactions and corrections in euros for the selected special scheme, then finalise and submit the return in the ANAF application. D398 is used only for the OSS/IOSS special regime in which the person is registered and for eligible operations. EU and non-EU OSS are quarterly, IOSS monthly; the deadline is the end of the month following the period and does not move for weekends or holidays. While registered in the regime, also file a return with no operations as requir…
• D406 information return — SAF-T …eping and reconciled sources for the selected component. Annual asset reporting accepts a fully completed calendar financial year; for a non-calendar financial year or a transaction the checks do not cover, complete the report in software suitable for the circumstances. A periodic XML file does not automatically include the annual assets or on-request inventory components. OPANAF No. 1.783/2021 on SAF-T information, format, procedure and deadlines, with technical updates published by ANAF. Official ANAF page for D4…
• Intrastat Statistical Declaration …N classification, country of origin, partner state and partner identification required by instructions. Quantity, net mass, supplementary unit, delivery terms, transaction nature and transport mode. Invoiced/statistical values, relevant transport costs, INS notification and previous declarations. Determine the obligation for each flow and starting month from annual cumulative goods values. Check the business profile and INS notification; one flow’s threshold cannot be offset against the other. Tax profile and regis…