{"id":4944,"date":"2024-12-12T19:07:45","date_gmt":"2024-12-12T19:07:45","guid":{"rendered":"https:\/\/facturacionlinea.com\/academia\/?p=4944"},"modified":"2025-03-07T20:05:55","modified_gmt":"2025-03-07T20:05:55","slug":"crea-categorias-gastos","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=4944","title":{"rendered":"Crea categor\u00edas de gastos"},"content":{"rendered":"\n<p class=\"has-small-font-size wp-block-paragraph\">En la secci\u00f3n de gastos tienes la opci\u00f3n de crear todas las categor\u00edas que necesites para facilitar el registro de nuevos gastos.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Desde el panel principal ingresa al m\u00f3dulo <strong>Facturaci\u00f3n &gt; Gastos&nbsp; &gt; Categor\u00edas.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\">Haz clic en <strong>+<\/strong> <strong>Nueva Categor\u00eda<\/strong>.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Escribe el<strong> Nombre de la Categor\u00eda<\/strong> que deseas crear y haz clic en <strong>Guardar<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2024\/12\/nueva-categoria-gastos-1.gif\" alt=\"nueva categoria gastos\" class=\"wp-image-7059\"\/><\/figure>\n\n\n\n<p class=\"has-small-font-size wp-block-paragraph\">Una vez creada, la categor\u00eda estar\u00e1 disponible desde el listado autom\u00e1tico al momento de registrar nuevos gastos.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Gestiona categor\u00edas de gastos&nbsp;<\/strong><\/h3>\n\n\n\n<p class=\"has-small-font-size wp-block-paragraph\">Dentro de la secci\u00f3n de Categor\u00edas de Gastos puedes realizar las siguientes acciones:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1971\" height=\"288\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2024\/12\/CG-Compressify.io_-1.webp\" alt=\"CG (Compressify.io)\" class=\"wp-image-7061\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h4 class=\"wp-block-heading\">Archivar<\/h4>\n\n\n\n<p class=\"has-small-font-size wp-block-paragraph\">Esta funci\u00f3n permite <strong>ocultar categor\u00edas<\/strong> que ya no est\u00e1n en uso sin eliminarlas por completo, preservando as\u00ed el historial para futuras consultas o reportes.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Selecciona la categor\u00eda <\/strong>que deseas archivar.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Haz clic en <strong>Archivar.&nbsp;&nbsp;<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\">La categor\u00eda ya no aparecer\u00e1 en el listado principal.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2024\/12\/archivar-categoria-de-gasto-1.gif\" alt=\"archivar categoria de gasto\" class=\"wp-image-7062\"\/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Para consultar las<strong> Categor\u00edas Archivadas<\/strong>, dir\u00edgete al final de la ventana y haz clic en la pesta\u00f1a <strong>Archivados.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\">Para desarchivar una categor\u00eda, activa la casilla <strong>Activar.&nbsp;<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2024\/12\/activar-gastos-1.gif\" alt=\"activar gastos\" class=\"wp-image-7063\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h4 class=\"wp-block-heading\">Editar<\/h4>\n\n\n\n<p class=\"has-small-font-size wp-block-paragraph\">Utiliza esta funci\u00f3n para <strong>modificar <\/strong>el nombre de una categor\u00eda ya existente.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2024\/12\/editarcategoriagasto-1.gif\" alt=\"editarcategoriagasto\" class=\"wp-image-7064\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h4 class=\"wp-block-heading\">Eliminar<\/h4>\n\n\n\n<p class=\"has-small-font-size wp-block-paragraph\"><strong>Elimina<\/strong> la categor\u00eda seleccionada. Antes de borrar una categor\u00eda, aseg\u00farate de que ya no est\u00e9 en uso, ya que esta acci\u00f3n podr\u00eda afectar los reportes de gastos en los que estaba clasificada.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2024\/12\/eliminarcategoriagasto-1.gif\" alt=\"eliminarcategoriagasto\" class=\"wp-image-7065\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h4 class=\"wp-block-heading\">Restaurar&nbsp;<\/h4>\n\n\n\n<p class=\"has-small-font-size wp-block-paragraph\">Si una categor\u00eda&nbsp; fue previamente eliminada y deseas reactivarla, puedes usar la opci\u00f3n de <strong>Restaurar<\/strong> para que vuelva a estar activa en el sistema.&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Ingresa a la pesta\u00f1a de <strong>Eliminadas<\/strong>,<strong> <\/strong>ubicado en la parte inferior del listado principal de gastos.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Selecciona la categor\u00eda<\/strong> que deseas volver a activar.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Haz clic en <strong>Restaurar<\/strong> y la categor\u00eda se restablecer\u00e1 en la pesta\u00f1a principal de categor\u00edas.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2024\/12\/restaurar-categoria-Gasto-1.gif\" alt=\"restaurar categoria Gasto\" class=\"wp-image-7066\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>En la secci\u00f3n de gastos tienes la opci\u00f3n de crear todas las categor\u00edas que necesites para facilitar el registro de nuevos gastos. Una vez creada, la categor\u00eda estar\u00e1 disponible desde el listado autom\u00e1tico al momento de registrar nuevos gastos. Gestiona categor\u00edas de gastos&nbsp; Dentro de la secci\u00f3n de Categor\u00edas de Gastos puedes realizar las siguientes acciones: Archivar Esta funci\u00f3n permite ocultar categor\u00edas que ya no est\u00e1n en uso sin eliminarlas por completo, preservando as\u00ed el historial para futuras consultas o reportes. Editar Utiliza esta funci\u00f3n para modificar el nombre de una categor\u00eda ya existente. Eliminar Elimina la categor\u00eda seleccionada. Antes de borrar una categor\u00eda, aseg\u00farate de que ya no est\u00e9 en uso, ya que esta acci\u00f3n podr\u00eda afectar los reportes de gastos en los que estaba clasificada. Restaurar&nbsp; Si una categor\u00eda&nbsp; fue previamente eliminada y deseas reactivarla, puedes usar la opci\u00f3n de Restaurar para que vuelva a estar activa en el sistema.&nbsp;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,11,18],"tags":[30],"class_list":["post-4944","post","type-post","status-publish","format-standard","hentry","category-academia","category-administra-tu-negocio","category-gastos","tag-facil"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"En la secci\u00f3n de gastos tienes la opci\u00f3n de crear todas las categor\u00edas que necesites para facilitar el registro de nuevos gastos. Desde el panel principal ingresa al m\u00f3dulo Facturaci\u00f3n &gt; Gastos &gt; Categor\u00edas. Haz clic en + Nueva Categor\u00eda. 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