{"id":76434,"date":"2018-02-01T22:37:05","date_gmt":"2018-02-01T20:37:05","guid":{"rendered":"https:\/\/www.folderit.com\/?page_id=76434"},"modified":"2026-11-02T01:41:01","modified_gmt":"2026-11-01T23:41:01","slug":"gestionare-documente-contabili","status":"publish","type":"page","link":"https:\/\/www.folderit.com\/ro\/gestionare-documente-contabili\/","title":{"rendered":"Gestionarea documentelor pentru contabili"},"content":{"rendered":"\n<style>\n.page-id-76434 section.page.narrow{max-width:980px;padding-top:48px;padding-bottom:72px}\n.page-id-76434 section.page>h1{font-size:40px;line-height:1.18;letter-spacing:-.6px;text-align:left;margin:0 0 22px}\n.folderit-accountants-page{color:#383838;font-size:18px;line-height:1.7}\n.folderit-accountants-page p{font-size:18px;line-height:1.7;margin:0 0 18px}\n.folderit-accountants-page .acc-lead{font-size:21px;line-height:1.55;max-width:850px}\n.folderit-accountants-page h2{font-size:26px;line-height:1.3;letter-spacing:-.25px;margin:0 0 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th:first-child{width:34%}\n.folderit-accountants-page tbody th{font-weight:600}\n.folderit-accountants-page .acc-small{font-size:16px}\n.folderit-accountants-page .acc-faq details{border-bottom:1px solid #e6e3db;padding:16px 0}\n.folderit-accountants-page .acc-faq summary{font-size:18px;line-height:1.5;font-weight:600;cursor:pointer;padding-right:10px}\n.folderit-accountants-page .acc-faq details>div{padding-top:16px}\n.folderit-accountants-page .acc-faq p{font-size:17px;margin-bottom:8px}\n.folderit-accountants-page .acc-cta{margin-top:44px;padding:28px;background:#f8f6ee;border-radius:8px}\n@media(max-width:650px){\n.page-id-76434 section.page.narrow{padding-top:30px;padding-bottom:48px}\n.page-id-76434 section.page>h1{font-size:32px;letter-spacing:-.35px}\n.folderit-accountants-page p{font-size:17px}\n.folderit-accountants-page .acc-lead{font-size:19px}\n.folderit-accountants-page h2{font-size:23px}\n.folderit-accountants-page h3{font-size:18px}\n.folderit-accountants-page .acc-grid{grid-template-columns:minmax(0,1fr);gap:26px}\n.folderit-accountants-page .acc-section{margin-top:32px;padding-top:28px}\n.folderit-accountants-page figure{padding:4px;margin:24px 0!important}\n.folderit-accountants-page .acc-cta{padding:24px 20px}\n.folderit-accountants-page .acc-note{padding:18px}\n.folderit-accountants-page table{font-size:15px}\n.folderit-accountants-page th,.folderit-accountants-page td{padding:12px 10px}\n.folderit-accountants-page th:first-child{width:37%}\n}\n\n.folderit-accountants-page .acc-hero{display:grid;grid-template-columns:minmax(0,1fr) 240px;gap:40px;align-items:start}\n.folderit-accountants-page .acc-hero figure{margin:0!important;padding:0;border:0;background:transparent}\n.folderit-accountants-page .acc-hero img{width:100%;height:auto;border-radius:8px}\n.folderit-accountants-page .acc-method{display:grid;grid-template-columns:190px minmax(0,1fr);gap:28px;padding:24px 0;border-bottom:1px solid #e6e3db}\n.folderit-accountants-page .acc-method:last-child{border:0;padding-bottom:0}\n.folderit-accountants-page .acc-method h3{border-left:3px solid #f3bd36;padding-left:16px}\n.folderit-accountants-page .acc-method p{font-size:17px}\n.folderit-accountants-page .acc-method p:last-child{margin-bottom:0}\n.folderit-accountants-page .acc-steps{list-style:none;padding:0;margin:26px 0;counter-reset:accsteps}\n.folderit-accountants-page .acc-steps li{counter-increment:accsteps;position:relative;padding:0 0 22px 48px;font-size:17px;line-height:1.7}\n.folderit-accountants-page .acc-steps li:before{content:counter(accsteps);position:absolute;left:0;top:0;width:30px;height:30px;border-radius:50%;background:#fff0c4;display:flex;align-items:center;justify-content:center;font-weight:700;font-size:15px}\n.folderit-accountants-page .acc-steps strong{display:block;font-size:18px;margin-bottom:4px}\n@media(max-width:650px){.folderit-accountants-page .acc-hero,.folderit-accountants-page .acc-method{grid-template-columns:minmax(0,1fr);gap:18px}.folderit-accountants-page .acc-hero figure{display:none}.folderit-accountants-page .acc-method{padding:22px 0}.folderit-accountants-page .acc-method h3{margin:0!important}}\n<\/style>\n<div class=\"folderit-accountants-page\">\n<div class=\"acc-hero\"><div><p class=\"acc-lead\">P\u0103stra\u021bi fi\u0219ierele clien\u021bilor, aprob\u0103rile facturilor \u0219i documentele de lucru de sf\u00e2r\u0219it de an \u00eentr-un singur sistem documentar organizat.<\/p>\n<p>Folderit ofer\u0103 contabililor un loc pentru colectarea, g\u0103sirea, verificarea \u0219i p\u0103strarea documentelor din spatele muncii lor. Controla\u021bi accesul fiec\u0103rui client, p\u0103stra\u021bi revizuirile \u00eempreun\u0103 \u0219i \u00eenregistra\u021bi deciziile de aprobare al\u0103turi de fi\u0219iere.<\/p>\n<p>Utiliza\u021bi-l pentru documente fiscale, chitan\u021be, eviden\u021be salariale, scrisori de angajament \u0219i dovezi de audit, cu fluxuri de lucru \u0219i \u00eenregistr\u0103ri structurate potrivite cabinetului.<\/p>\n<div class=\"acc-actions\"><a class=\"acc-button\" href=\"https:\/\/www.folderit.com\/ro\/contacte\/\">Programa\u021bi o demonstra\u021bie pentru contabilitate<\/a><a class=\"acc-secondary\" href=\"https:\/\/my.folderit.com\/ro\/signup\/\">\u00cencerca\u021bi Folderit gratuit<\/a><\/div><\/div>\n<figure><img decoding=\"async\" src=\"https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants.jpg\" width=\"900\" height=\"1350\" alt=\"Contabil care lucreaz\u0103 la birou\" class=\"wp-image-17332\" fetchpriority=\"high\" srcset=\"https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants.jpg 900w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-200x300.jpg 200w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-683x1024.jpg 683w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-768x1152.jpg 768w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-290x435.jpg 290w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-117x175.jpg 117w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-667x1000.jpg 667w, https:\/\/www.folderit.com\/wp-content\/uploads\/2021\/01\/Document-Management-Software-System-for-Accountants-24x36.jpg 24w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/figure><\/div>\n<nav class=\"acc-jump\" aria-label=\"Pe aceast\u0103 pagin\u0103\"><a href=\"#accounting-collection\">Fi\u0219ierele clien\u021bilor<\/a><a href=\"#accounting-approvals\">Aprobarea facturilor<\/a><a href=\"#accounting-work\">C\u0103utare \u0219i verificare<\/a><a href=\"#accounting-control\">Securitate \u0219i reten\u021bie<\/a><a href=\"#accounting-questions\">Planuri \u0219i integr\u0103ri<\/a><\/nav>\n<section class=\"acc-section\" id=\"accounting-collection\"><h2>Oferi\u021bi fiec\u0103rui client un loc clar pentru trimiterea documentelor<\/h2>\n<p>Construi\u021bi o structur\u0103 consecvent\u0103 dup\u0103 client, exerci\u021biu financiar \u0219i misiune. P\u0103stra\u021bi documentele primite separate de documentele interne de lucru \u0219i de livrabilele finalizate, apoi oferi\u021bi fiec\u0103rui destinatar acces la zona necesar\u0103.<\/p>\n<div class=\"acc-method\" id=\"h-create-a-secure-client-document-portal\"><h3>Colecta\u021bi fi\u0219iere \u00een dosarele clien\u021bilor<\/h3><div><p>Partaja\u021bi un dosar de primire cu <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/nivelurile-permisiunilor-de-acces\/\">permisiunea Numai \u00eenc\u0103rcare<\/a>. Clien\u021bii pot trimite documente f\u0103r\u0103 a vedea con\u021binutul ad\u0103ugat de al\u021bi utilizatori. Aceasta sus\u021bine o zon\u0103 simpl\u0103 de trimitere a chitan\u021belor, extraselor \u0219i dovezilor fiscale.<\/p><p>Pentru documentele transmise clien\u021bilor, utiliza\u021bi Vizualizare c\u00e2nd ace\u0219tia pot desc\u0103rca sau tip\u0103ri ori Previzualizare pentru formatele acceptate f\u0103r\u0103 controale de desc\u0103rcare. P\u0103stra\u021bi drepturile de editare la persoanele care gestioneaz\u0103 activitatea.<\/p><\/div><\/div>\n<div class=\"acc-method\" id=\"h-receive-accounting-documents-by-email\"><h3>Primi\u021bi fi\u0219iere prin e-mail<\/h3><div><p>Activa\u021bi o <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/importarea-fisierelor-prin-e-mail\/\">adres\u0103 de e-mail specific\u0103 dosarului<\/a> pentru ata\u0219amentele primite de la clien\u021bi, scanere sau alte sisteme. Expeditorul trebuie s\u0103 treac\u0103 destina\u021bia \u00een To sau Cc, nu \u00een Bcc. Oricine cunoa\u0219te adresa poate trimite la ea, a\u0219a c\u0103 partaja\u021bi-o cu expeditorii viza\u021bi.<\/p><p>Un <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/integrarile-folderit\/\">supliment Outlook Folderit<\/a> permite echipei \u0219i salvarea e-mailurilor \u0219i ata\u0219amentelor selectate \u00een dosarul relevant.<\/p><\/div><\/div>\n<div class=\"acc-method\" id=\"h-collect-structured-information-with-accounting-eforms\"><h3>Colecta\u021bi detalii al\u0103turi de fi\u0219ier<\/h3><div><p>Utiliza\u021bi <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/eforms-sabloane-de-formulare\/\">eForms<\/a> \u00een Tailor pentru deconturi, solicit\u0103ri c\u0103tre furnizori sau eviden\u021be cu informa\u021bii despre clien\u021bi. Include\u021bi c\u00e2mpuri pentru perioada de raportare, contabilul responsabil \u0219i ata\u0219amente justificative. C\u00e2mpurile obligatorii ajut\u0103 oamenii s\u0103 trimit\u0103 informa\u021biile necesare procesului.<\/p><p>Un formular creeaz\u0103 o \u00eenregistrare c\u0103utabil\u0103. Configura\u021bi cine o poate trimite, vizualiza \u0219i edita, apoi conecta\u021bi-o la un flux de aprobare unde este potrivit.<\/p><\/div><\/div>\n<div class=\"acc-note\"><p><strong>Exemplu de structur\u0103 pentru client:<\/strong> Client \u2192 2026 \u2192 Documente primite \/ Documente de lucru \/ Livrabile aprobate. Partaja\u021bi Documente primite cu clientul ca Numai \u00eenc\u0103rcare, Documente de lucru cu echipa atribuit\u0103 \u0219i Livrabile aprobate cu clientul ca Vizualizare. Verifica\u021bi permisiunile mo\u0219tenite \u00eenainte de a utiliza structura pentru eviden\u021be confiden\u021biale.<\/p><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-approvals\"><h2>Conduce\u021bi facturile de la primire la o decizie \u00eenregistrat\u0103<\/h2>\n<p>\u00cen Folderit, <a href=\"https:\/\/www.folderit.com\/ro\/?page_id=76500\">fluxurile de aprobare<\/a> pot func\u021biona \u00een paralel, \u00een succesiune sau \u00een etape personalizate. Verificatorii pot aproba, respinge sau cere clarific\u0103ri, cu deciziile \u0219i comentariile p\u0103strate \u00een eviden\u021ba fluxului.<\/p>\n<ol class=\"acc-steps\"><li><strong>Capta\u021bi factura \u0219i contextul s\u0103u<\/strong>\u00cenc\u0103rca\u021bi sau trimite\u021bi fi\u0219ierul prin e-mail \u00een dosarul de primire. Ad\u0103uga\u021bi furnizorul, num\u0103rul facturii, clientul sau entitatea, perioada de raportare \u0219i verificatorul responsabil ca metadate ori colecta\u021bi-le \u00eentr-un eForm de factur\u0103.<\/li><li><strong>Completa\u021bi informa\u021biile lips\u0103<\/strong>Pentru o \u00eenregistrare eForm, o <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/fluxuri-de-completare-a-campurilor\/\">sarcin\u0103 de completare a c\u00e2mpurilor<\/a> poate solicita unui contabil ad\u0103ugarea referin\u021bei comenzii de achizi\u021bie sau a centrului de cost \u00eenainte de aprobare. Aceasta actualizeaz\u0103 c\u00e2mpurile formularului; nu editeaz\u0103 metadatele unui PDF obi\u0219nuit.<\/li><li><strong>Direc\u021biona\u021bi decizia<\/strong>Trimite\u021bi \u00eenregistrarea completat\u0103 aprobatorului autorizat. \u00cen Tailor, configura\u021bi condi\u021bii \u0219i trasee separate de succes, e\u0219ec \u0219i expirare a timpului \u00een Designerul de fluxuri de lucru. Testa\u021bi fiecare traseu cu trimiteri reprezentative.<\/li><li><strong>Preda\u021bi munca aprobat\u0103 procesului urm\u0103tor<\/strong>Configura\u021bi un flux finalizat cu succes s\u0103 mute documentul \u00eentr-un dosar aprobat sau preg\u0103tit pentru procesare. \u00cenregistrarea contabil\u0103 \u0219i plata r\u0103m\u00e2n ac\u021biuni \u00een sistemul contabil, dac\u0103 nu a\u021bi configurat \u0219i verificat o integrare.<\/li><\/ol>\n<p class=\"acc-small\">Aceasta este o configura\u021bie exemplificativ\u0103, nu un serviciu preconfigurat de conturi de pl\u0103tit. Defini\u021bi autoritatea de aprobare, c\u00e2mpurile obligatorii \u0219i gestionarea excep\u021biilor conform procedurilor firmei.<\/p>\n<div class=\"acc-grid\"><div id=\"h-electronic-signatures-for-accounting-documents\"><h3>Aproba\u021bi \u0219i semna\u021bi documentele misiunii<\/h3><p>Trimite\u021bi scrisori de angajament sau alte documente prin aprobare \u0219i apoi semnare electronic\u0103. <a href=\"https:\/\/www.folderit.com\/ro\/?page_id=76487\">Folderit eSign<\/a> este inclus \u00een Tailor; integrarea DocuSign este o alt\u0103 op\u021biune, cu propriile cerin\u021be de serviciu.<\/p><\/div><div id=\"h-generate-documents-from-templates-and-accounting-data\"><h3>Genera\u021bi documente repetabile pentru clien\u021bi<\/h3><p>Utiliza\u021bi <a href=\"https:\/\/www.folderit.com\/ro\/?page_id=76506\">generarea documentelor<\/a> pentru a completa un \u0219ablon ODT cu valori dintr-o \u00eenregistrare eForm \u0219i a produce un PDF sau DOCX. Preg\u0103ti\u021bi scrisori de angajament, confirm\u0103ri sau coper\u021bi cu structur\u0103 consecvent\u0103, apoi verifica\u021bi rezultatul generat \u00eenainte de emitere.<\/p><\/div><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-work\"><h2>G\u0103si\u021bi dovezile \u0219i p\u0103stra\u021bi clar\u0103 versiunea de lucru<\/h2>\n<div class=\"acc-grid\"><div id=\"h-find-invoices-tax-records-and-audit-evidence-in-seconds\"><h3>C\u0103uta\u021bi dincolo de denumirea fi\u0219ierului<\/h3><p><a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/cautarea-documentelor-si-inregistrarilor\/\">C\u0103utarea aprofundat\u0103<\/a> poate g\u0103si text \u00een documentele \u0219i scan\u0103rile acceptate, inclusiv PDF, DOCX, PNG \u0219i JPG. C\u0103uta\u021bi un nume de furnizor sau o referin\u021b\u0103, apoi restr\u00e2nge\u021bi rezultatele dup\u0103 dosar, dat\u0103 sau metadate.<\/p><p>Precizia OCR depinde de calitatea scan\u0103rii \u0219i de limba selectat\u0103. Con\u021binutul XLSX nu este inclus \u00een c\u0103utarea OCR \u00een con\u021binut, a\u0219a c\u0103 utiliza\u021bi denumiri relevante \u0219i metadate pentru foile de calcul.<\/p><\/div><div id=\"h-maintain-complete-document-version-history\"><h3>P\u0103stra\u021bi revizuirile \u00eempreun\u0103 cu istoricul lor<\/h3><p>\u00cenc\u0103rca\u021bi o revizuire ca <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/versiuni-istoricul-fisierelor\/\">versiune nou\u0103<\/a> a fi\u0219ierului existent. Versiunile anterioare r\u0103m\u00e2n disponibile pentru consultare. Indicatorii sarcinilor arat\u0103 c\u0103rei versiuni i se aplic\u0103 aprobarea; aprobarea unei versiuni anterioare nu aprob\u0103 o \u00eenc\u0103rcare ulterioar\u0103.<\/p><p>Utiliza\u021bi <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/crearea-si-editarea-documentelor-microsoft-office\/\">integrarea Microsoft 365<\/a> pentru crearea \u0219i editarea documentelor Word, Excel \u0219i PowerPoint acceptate, cu modific\u0103rile salvate \u00eenregistrate \u00een istoricul versiunilor.<\/p><\/div><\/div>\n<table id=\"h-organize-accounting-documents-with-metadata\"><caption>Exemple de metadate pentru un registru de documente ale clientului<\/caption><thead><tr><th scope=\"col\">C\u00e2mp<\/th><th scope=\"col\">Exemplu<\/th><\/tr><\/thead><tbody><tr><th scope=\"row\">Client \/ entitate<\/th><td>Example Trading Ltd<\/td><\/tr><tr><th scope=\"row\">Perioada de raportare<\/th><td>2026 T4<\/td><\/tr><tr><th scope=\"row\">Tip de document<\/th><td>Factur\u0103 de furnizor, extras de cont, document de lucru fiscal<\/td><\/tr><tr><th scope=\"row\">Referin\u021b\u0103<\/th><td>Factura furnizorului INV-1048<\/td><\/tr><tr><th scope=\"row\">Contabil responsabil<\/th><td>Membrul echipei atribuit misiunii<\/td><\/tr><\/tbody><\/table>\n<p>Aplica\u021bi <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/campuri-de-metadate-si-sabloane-de-dosar\/\">\u0219abloane de metadate pentru dosare<\/a> pentru a men\u021bine registrul consecvent \u0219i afi\u0219a\u021bi c\u00e2mpurile utile drept coloane ale listei. <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/numerotarea-documentelor-si-inregistrarilor\/\">Numerotarea automat\u0103 a documentelor<\/a> poate furniza o referin\u021b\u0103 intern\u0103; p\u0103stra\u021bi num\u0103rul original al facturii furnizorului \u00een propriul c\u00e2mp.<\/p>\n<div class=\"acc-note\"><p><strong>Pentru activitatea de sf\u00e2r\u0219it de an:<\/strong> p\u0103stra\u021bi dovezile justificative, ciornele situa\u021biilor \u0219i livrabilele finale \u00een loca\u021bii definite. Atribui\u021bi verificatori, verifica\u021bi versiunea trimis\u0103 spre aprobare \u0219i utiliza\u021bi mementouri pentru urm\u0103toarea ac\u021biune necesar\u0103. Metadatele descriu \u00eenregistrarea; nu \u00eenregistreaz\u0103 singure tranzac\u021bii \u0219i nu calculeaz\u0103 solduri.<\/p><\/div>\n<\/section>\n<section class=\"acc-section\" id=\"accounting-control\"><h2>Controla\u021bi accesul clien\u021bilor \u0219i preg\u0103ti\u021bi eviden\u021bele pentru verificare<\/h2>\n<div class=\"acc-grid\"><div id=\"h-protect-confidential-financial-and-client-data\"><h3>Stabili\u021bi reguli de acces \u0219i autentificare<\/h3><p>Partaja\u021bi dosare specifice cu personalul atribuit \u0219i utilizatorii clien\u021bilor. Folderit ofer\u0103 conexiuni criptate \u0219i stocare criptat\u0103 pe 256 de bi\u021bi. Administratorii pot impune autentificarea cu doi factori \u0219i configura reguli de parole \u0219i restric\u021bii IP prin <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/configurarea-politicii-de-securitate\/\">Politica de securitate<\/a>.<\/p><p>Tailor adaug\u0103 permisiuni granulare \u0219i op\u021biuni SSO. Consulta\u021bi <a href=\"https:\/\/www.folderit.com\/ro\/?page_id=76514\">Centrul de \u00eencredere<\/a> \u00een raport cu cerin\u021bele de securitate ale firmei.<\/p><\/div><div id=\"h-audit-preparation\"><h3>Oferi\u021bi auditorilor o sfer\u0103 definit\u0103 de verificare<\/h3><p>Partaja\u021bi dosarele selectate de dovezi cu verificatori nominaliza\u021bi \u0219i stabili\u021bi <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/configurarea-expirarii-accesului\/\">expirarea accesului<\/a> unde este necesar. Administratorii pot filtra <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/jurnalul-global-de-audit\/\">jurnalul de audit<\/a> dup\u0103 utilizator, dat\u0103, domeniu sau ac\u021biune \u0219i \u00eel pot exporta \u00een XLSX, ODS sau CSV.<\/p><p>\u00cencheierea unei permisiuni de partajare nu recupereaz\u0103 copiile desc\u0103rcate. Verifica\u021bi celelalte c\u0103i de acces c\u00e2nd \u00eenchide\u021bi o verificare.<\/p><\/div><div id=\"h-automate-retention-of-accounting-records\"><h3>Aplica\u021bi programul de reten\u021bie<\/h3><p>\u00cen Medium \u0219i Tailor, configura\u021bi <a href=\"https:\/\/www.folderit.com\/ro\/?page_id=76454\">automatizarea reten\u021biei<\/a> pentru dosare sau fi\u0219iere individuale. Alege\u021bi data de \u00eenceput a perioadei \u0219i ac\u021biunea final\u0103: arhivare \u00eentr-un dosar, mutare \u00een co\u0219ul de reciclare sau \u0219tergere definitiv\u0103.<\/p><p>Stabili\u021bi perioadele conform cerin\u021belor aplicabile firmei, inclusiv excep\u021biile. O perioad\u0103 universal\u0103 de reten\u021bie nu poate acoperi fiecare client, jurisdic\u021bie \u0219i tip de document.<\/p><\/div><div id=\"h-stay-ahead-of-deadlines-and-outstanding-work\"><h3>P\u0103stra\u021bi vizibil\u0103 activitatea viitoare<\/h3><p>Stabili\u021bi <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/mementouri\/\">mementouri<\/a> unice sau recurente pentru utilizatori ori grupuri. Sarcinile fluxurilor apar \u00een panourile destinatarilor, iar <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/panoul-de-bord-si-rapoartele\/\">rapoartele administrative<\/a> ajut\u0103 la verificarea aprob\u0103rilor \u00een a\u0219teptare, documentelor scadente \u0219i termenelor apropiate de reten\u021bie.<\/p><p>Raportul Documente scadente utilizeaz\u0103 metadatele Termen-limit\u0103 ale documentului. Termenele fluxurilor de lucru sunt configurate separat.<\/p><\/div><\/div>\n<\/section>\n<section class=\"acc-section acc-faq\" id=\"accounting-questions\"><h2>Alege\u021bi configura\u021bia potrivit\u0103 firmei<\/h2>\n<details><summary>Folderit \u00eenlocuie\u0219te software-ul nostru contabil?<\/summary><div><p>Folderit gestioneaz\u0103 documentele, \u00eenregistr\u0103rile structurate \u0219i procesele aferente. P\u0103stra\u021bi registrul contabil general, reconcilierea, calculele fiscale \u0219i pl\u0103\u021bile \u00een instrumentele contabile concepute pentru acele sarcini. Utiliza\u021bi Folderit pentru organizarea dovezilor justificative \u0219i a deciziilor.<\/p><\/div><\/details>\n<details><summary>Se poate conecta la platforma noastr\u0103 contabil\u0103?<\/summary><div><p>Folderit ofer\u0103 un API \u0219i integr\u0103ri prin platforme de automatizare, inclusiv Zapier \u0219i Make. O conexiune func\u021bional\u0103 depinde de declan\u0219atoarele \u0219i ac\u021biunile acceptate \u00een ambele sisteme, de maparea datelor \u0219i de configura\u021bia dumneavoastr\u0103. Consulta\u021bi <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/integrarile-folderit\/\">op\u021biunile de integrare<\/a> \u0219i testa\u021bi transferul dorit \u00eenainte s\u0103 v\u0103 baza\u021bi pe el. Integrarea Folderit pentru Zapier se afl\u0103 \u00een prezent \u00een versiune beta public\u0103.<\/p><\/div><\/details>\n<details><summary>Ce plan include fluxurile de lucru contabile?<\/summary><div><p>Medium include fluxuri simple de aprobare \u0219i confirmare, metadate personalizate, numerotare \u0219i automatizarea reten\u021biei. Tailor adaug\u0103 Designerul de fluxuri de lucru, eForms, Folderit eSign, permisiuni granulare, SSO \u0219i acces API. Planurile au limite definite pentru utilizatori \u0219i stocare, a\u0219a c\u0103 verifica\u021bi <a href=\"https:\/\/www.folderit.com\/ro\/preturi\/\">pre\u021burile curente<\/a> \u00een raport cu nevoile personalului, accesului clien\u021bilor \u0219i fluxurilor de lucru.<\/p><\/div><\/details>\n<details><summary>Pot clien\u021bii trimite documente f\u0103r\u0103 cont Folderit?<\/summary><div><p>Partajarea dosarelor cu utilizatori nominaliza\u021bi necesit\u0103 un utilizator \u00eenregistrat. Trimiterea prin e-mail \u00een dosar permite expedierea fi\u0219ierelor la o adres\u0103 de primire activat\u0103, f\u0103r\u0103 autentificare. Un link public de partajare este un mecanism diferit: oricine de\u021bine URL-ul poate accesa con\u021binutul. Utiliza\u021bi utilizatori nominaliza\u021bi c\u00e2nd accesul trebuie s\u0103 depind\u0103 de identitate.<\/p><\/div><\/details>\n<details><summary>Pot companii separate s\u0103 aib\u0103 propriile spa\u021bii?<\/summary><div><p><a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/mai-multe-subconturi-de-afaceri\/\">Subconturile de afaceri<\/a> au propriile sec\u021biuni, membri ai echipei, administratori \u0219i grupuri. C\u0103utarea se desf\u0103\u0219oar\u0103 separat \u00een fiecare subcont. Decide\u021bi dac\u0103 dosarele clien\u021bilor \u00eentr-un cont sau subconturile separate corespund mai bine limitelor administrative.<\/p><\/div><\/details>\n<details><summary>Poate fi Folderit g\u0103zduit \u00een infrastructura noastr\u0103?<\/summary><div><p>Al\u0103turi de serviciul cloud, este disponibil\u0103 <a href=\"https:\/\/www.folderit.com\/ro\/preturi\/planuri-pentru-companii\/sistem-gestionare-documente-on-premises\/\">implementarea on-premises<\/a>. Discuta\u021bi g\u0103zduirea, responsabilit\u0103\u021bile opera\u021bionale \u0219i eventualele cerin\u021be pentru un mediu dedicat cu Folderit \u00eenainte de alegerea implement\u0103rii.<\/p><\/div><\/details>\n<\/section>\n<section class=\"acc-cta\" id=\"h-start-managing-accounting-documents-more-efficiently\"><h2>\u00cencerca\u021bi o misiune pentru un client \u00een Folderit<\/h2><p>Prezenta\u021bi un exemplu de dosar de client \u0219i un proces de verificare. Vom ar\u0103ta cum s\u0103 colecta\u021bi documentele, s\u0103 atribui\u021bi acces, s\u0103 \u00eenregistra\u021bi deciziile \u0219i s\u0103 reg\u0103si\u021bi dovezile.<\/p><div class=\"acc-actions\"><a class=\"acc-button\" href=\"https:\/\/www.folderit.com\/ro\/contacte\/\">Programa\u021bi o demonstra\u021bie pentru contabilitate<\/a><a class=\"acc-secondary\" href=\"https:\/\/my.folderit.com\/ro\/signup\/\">\u00cencerca\u021bi Folderit gratuit<\/a><\/div><\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Organiza\u021bi documentele contabile \u0219i colaborarea cu clien\u021bii: facturi, eviden\u021be, permisiuni, mementouri \u0219i fluxuri de aprobare \u00een Folderit.<\/p>\n","protected":false},"author":19,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-76434","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This 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