Help

Security and communication

• Frequently asked questions …information remains flagged until you verify it. billing documents accounting intrebare-61ac05cafb documents Can I recover a deleted file? Yes, if the file is still in Trash. Open Archive, enter Trash, select the item and use Restore. Permanent deletion removes this option, so read the confirmation carefully. files intrebare-0b7d8ce3a9 documents What do I do if a document was not recognized correctly? Open the document from the checklist, compare each field with the original file, and correct only the incorrect inf…

Company activity

• Documents …se the same A4 sheet and the same popup framing as in the Invoicing application. Fiscal Receipts category with document preview, information popup, and move to trash action. View the document and related information directly from its category. Check the file without downloading it or move it to Trash after confirmation. Document information panel with signing actions displayed above the history 1. Click (i) on the document → 2. Choose Sign document for self-signing or Request signature for this document → 3. For ex…
• Calendar …nt purposes. An action in the day’s history can no longer be opened. What should I do? Read the status beside the action, then find the document in its app and Trash. History keeps what happened even if the document was deleted or access changed. To check the contents, use the version still available. Documents Check documents and due dates for a day or month Correct a document date in Calendar Account activity Check daily activity and recover a deleted document
• Accounting …to favorites dialog after a long press on a phone Add a page using the heart icon. On a phone, you can also long-press and choose Add. To remove it, select the trash icon in Favorites and choose Delete or Cancel. The intra-community VAT and VIES card from the main Accounting page, with EU bases, fiscal registration, confirmations, and D390 access. 1. Choose the dashboard period → 2. Compare the base of deliveries with the base of EU acquisitions → 3. Verify the registration and unconfirmed sources → 4. Open the D39…

Organization

• Tools …reating and tracking documents Decisions and numbering series Document templates Handwritten signature Document signing Signing drafts Signed documents Archive Trash for signing documents Saved signatures Handwritten signature Electronic Signing Semnarea electronică cu certificat Electronic Signing Vehiculele firmei Vehiculele firmei și cursele Vehiculele firmei Tools Urmărește traseele GPS ale vehiculelor Find the right tool Risk analysis Analyse a company's financial risk Risk analysis Tax calculator Estimate tax…
• Handwritten signature …ing the unsigned original may produce a separate version without earlier signatures. Handwritten signature Document signing Signing drafts Signed documents Archive Trash for signing documents Saved signatures Handwritten signature
• Archive … with the responsible person that removal is allowed. Organization Organise and find files in Archive Viewing and downloading Check and download selected files Trash can Recover files from trash or permanently remove them

AI Assistant

• Requests and confirmations in AI Assistant …VA-ului. Provide the correct value when Fluxe AI asks about a problematic field, review the proposal, and confirm saving. Approval and moving to the Trash each require separate confirmation. The original remains retained when corrections are made; for security, the Assistant displays plain text and in-page results rather than technical files or raw responses. Try: “How many documents are in the Moderation queue?”, “Show important documents to moderate”, “Which fields have issues and why?”, “Show the extracted raw t…

Accounting

• Accounting period review …originals belonging to the active company with automated extraction completed and confirmed in Validation. Documents still in Validation, rejected, moved to the trash or belonging to another company are excluded. Each eligible document is included only once. The inclusion date is chosen in this order: the issue date confirmed in the accounting details; if missing, the document date; if missing, the date obtained through automated extraction; if missing, the upload date. The same date determines monthly grouping in …

Archive

• Organise and find files in Archive …the folder needed for organisation. Archive seems empty, but I have account documents. Check month, folder and active filters. Search the document's period and Trash too. For a draft, return to the originating application. The document is organised in the wrong month. Compare the date with the original. For an eligible file, use Document date and read the warning. Documents with posted entries or closed periods are corrected in Accounting first; issued documents are corrected at source. You need Atelier U2 SRL's Se…
• Check and download selected files … without altering originals through download. The format cannot be previewed. Open separately or download and check the file in a compatible application. If in trash, restore before opening or downloading. The selection contains more files than visible on screen. Select all includes undisplayed items in current results. Check the count, narrow location or filter and select only needed documents before download or deletion. Prepare September invoices for the accountant. Choose period and category, check documents an…
• Recover files from trash or permanently remove them Recover files from trash or permanently remove them Check deleted documents and choose restoration or permitted permanent removal. Trash can Move to trash temporarily retains recovery. Ordinary files are kept for 7 days unless permanently deleted sooner. Signed documents follow their own rules and are not removed automatically. Permanently delete cannot be undone. Check the document source and keep needed copies separately. Some documents have deletion protections according to issuance, SPV, signing or use in recor…

Billing

• Drafts in Billing …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 Drafts, return using Continue editing and compare the PDF after completing it. The final number is assigned when issuing; downl…
• Issued documents …te correction document; PDF customisation does not change the invoice. Issued invoices and credit notes cannot be deleted, including before SPV submission or from Trash. Signed documents are also protected against deletion. When deletion is available, check the document before moving it to Trash. Permanently delete from Archive → Trash removes the document and associated files from the account without restoration. Download needed copies first and confirm with the responsible person that removal is allowed. Invoice …

Documents

• Find information in your account …alendar. Open Calendar in Day view on the deletion date and choose Restore: the document, file and extracted details return. Documents permanently deleted from trash cannot be restored. Return to frequently used document selections In the main Documents list, first apply the required search and filters. Choose grouping, sorting and documents per page. Open Saved views, enter Current view name and choose Save view. Use a distinct name, for example Documents to review this month. You can keep up to 20 personal views …
• Document validation …ields using the original and wait for automatic-save confirmation. Do not confirm information you cannot verify. For a document added by mistake, choose Move to trash and review the indicated document before confirming. The document can be recovered from the trash for 7 days. If it appears to be a duplicate, first identify which original you must keep. After validation, the document leaves the work list and can be found in Approval history and its category. Matching details in automatic checks does not replace your…

Notes

• Keep an activity's context in notes …n. Only notes containing an inserted link to that item appear; simply writing the name does not create an association. Delete moves the note and attachments to Trash for 30 days. Use Undo deletion immediately afterwards or open Trash and choose Restore. After 30 days, the note cannot be recovered. Working information and relevant documents can be found together without changing source documents. I cannot find the document to link. Find it in its application and check company, number and status. Search again in the …

Tools

• Handwritten signature Handwritten signature Preparation and signing Document signing Signing drafts Documents and archiving Signed documents Archive Trash for signing documents Saved signatures Saved signatures

Instrumente · Document transfer

• Request documents through a link …ils. I deleted the Archive copy. Does retrying recreate it? No. The transfer retains the save record and does not create a new copy on retry. If the file is in Trash, restore it from Archive. Create the request and check received documents In Tools → Document transfer → Dashboard, choose Request documents. Specify title, message and requested document list, then set the access period. Create the request and send link and PIN to the person who must upload documents. Check the recipient address if choosing email deli…

Instrumente · Handwritten signature

• Document signing … Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Signing drafts Signed documents Archive Trash for signing documents Saved signatures Ion Popescu needs to sign the RON 600 quote. Select the document and check every page, choose Link + PIN or Email and send the request to the correct recipient. Check completion in Signing history; if another signature is needed, continue from the latest signed version. Destinatarul nu poate deschide cererea. Cum…
• Signing drafts …ndwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signed documents Archive Trash for signing documents Saved signatures You have two versions of Atelier U2 SRL’s contract. In Documents to sign, search the name, check the source and update time, and open Preview. Continue signing only the complete version, with the correct parties and attachments. I found two documents with the same name. Which should I sign? Compare the source, upd…
• Signed documents …res are preserved. Documents signed in your account or externally can be deleted from Signing. In Signing history, review the document and confirm moving it to Trash; active links are closed. To remove it permanently, open Archive, choose Trash, select the document and confirm Permanently delete. Download any copies you need to keep first. Handwritten signature Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signing drafts Archive Trash for signing …
• Archive Trash for signing documents Archive Trash for signing documents Find documents deleted from Signing in Archive and restore them without reactivating closed external links. Documents deleted from Signing are in the single Archive trash. Open Archive, choose Trash, select the document and use Restore. Restoration brings the document and its versions back to Signing history without reactivating closed external links. Documents signed in your account or externally can be permanently deleted from Archive Trash: select the document, choose Permanen…
• Saved signatures …ture Apply your handwritten signature to documents or request signatures through a PIN-protected link. Document signing Signing drafts Signed documents Archive Trash for signing documents Ion Popescu keeps his handwritten signature for documents he signs in his account. Before applying it, check the document, page and position; a saved signature avoids redrawing it but does not automatically sign every document. The saved signature is too large or covers text. How do I correct it? Adjust the size, position and orie…