Acasă (Home) is the first page of a company: its name at the top, then Ce e de făcut azi (What is to do today) with the date. Each item has its count and one button that goes to the exact next step. An item with nothing in it is not shown.
While a new company still lacks something, the page starts with these steps. Each one is shown only to who may do it, and goes away once it is done.
- Alege regimul de impozit pe venit al firmei. (Choose the income tax regime of the company.) Button Setări fiscale (Fiscal settings). See Fiscal settings.
- Importă extrasele de cont. (Import the bank statements.) Button Importă extrase (Import statements). See Import statements.
- Adu soldurile inițiale din programul vechi. (Bring the opening balances from the previous program.) Button Solduri inițiale (Opening balances). See Opening balances.
- The company’s Opensolr index is not ready yet: button Index Opensolr (Opensolr index), for the administrator. See The Opensolr index.
- Invită contabilul sau colegii. (Invite the accountant or the colleagues.) Button Invită pe cineva (Invite someone), while the administrator is alone in the company.
- Conectează SPV ca să aduci facturile din e-Factura. (Connect SPV to bring in the e-Factura invoices.) Button Conectează SPV (Connect SPV). See ANAF (SPV).
Questions waiting for your answer. Button Răspunde la tichete (Answer the tickets). See Read and answer tickets.
Tickets you opened whose last message is someone else’s. Button Citește răspunsurile (Read the answers).
Received invoices read from the documents, waiting to be checked and registered. Button Verifică ciornele (Check the drafts).
Things in the bank that do not agree and need a person. Button Vezi discrepanțele (Look at the discrepancies). See Discrepancies.
Movements of the statements not posted yet; the oldest month opens first. Button Înregistrează mișcările (Post the movements).
The months without a bank statement, each with its account. Button Importă extrase (Import statements).
Received through SPV and not in the books yet. Button Vezi-le și importă (See them and import).
A Romanian client’s invoice goes to e-Factura within 5 working days. Button Vezi facturile netrimise (See the invoices not sent).
The periods ended and not generated here yet, each return with its period and its due date, or marked as late. Button Toate declarațiile (All returns). See How returns are made.
Each one says what went wrong and can be started again. Button Vezi documentele (See the documents).
They wait for the company’s Opensolr index: kept, but not read and not searchable.
The bookkeeping items are shown to the administrators and accountants; everyone sees their tickets and documents. When nothing waits, the page says Totul e la zi (Everything is up to date).