{"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
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
\n
Desde el panel principal ingresa al m\u00f3dulo Facturaci\u00f3n > Gastos > Categor\u00edas.<\/strong><\/li>\n\n\n\n
Haz clic en +<\/strong> Nueva Categor\u00eda<\/strong>.<\/li>\n\n\n\n
Escribe el Nombre de la Categor\u00eda<\/strong> que deseas crear y haz clic en Guardar<\/strong>.<\/li>\n<\/ol>\n\n\n\n<\/figure>\n\n\n\n
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
\n\n\n\n
Gestiona categor\u00edas de gastos <\/strong><\/h3>\n\n\n\n
Dentro de la secci\u00f3n de Categor\u00edas de Gastos puedes realizar las siguientes acciones:<\/p>\n\n\n\n<\/figure>\n\n\n\n\n\n\n\n
Archivar<\/h4>\n\n\n\n
Esta funci\u00f3n permite 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\n
Selecciona la categor\u00eda <\/strong>que deseas archivar.<\/li>\n\n\n\n
Haz clic en Archivar. <\/strong><\/li>\n\n\n\n
La categor\u00eda ya no aparecer\u00e1 en el listado principal.<\/li>\n<\/ol>\n\n\n\n<\/figure>\n\n\n\n\n
Para consultar las Categor\u00edas Archivadas<\/strong>, dir\u00edgete al final de la ventana y haz clic en la pesta\u00f1a Archivados.<\/strong><\/li>\n\n\n\n
Para desarchivar una categor\u00eda, activa la casilla Activar. <\/strong><\/li>\n<\/ol>\n\n\n\n<\/figure>\n\n\n\n\n\n\n\n
Editar<\/h4>\n\n\n\n
Utiliza esta funci\u00f3n para modificar <\/strong>el nombre de una categor\u00eda ya existente.<\/p>\n\n\n\n<\/figure>\n\n\n\n\n\n\n\n
Eliminar<\/h4>\n\n\n\n
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>\n\n\n\n\n\n\n\n
Restaurar <\/h4>\n\n\n\n
Si una categor\u00eda fue previamente eliminada y deseas reactivarla, puedes usar la opci\u00f3n de Restaurar<\/strong> para que vuelva a estar activa en el sistema. <\/p>\n\n\n\n\n
Ingresa a la pesta\u00f1a de Eliminadas<\/strong>, <\/strong>ubicado en la parte inferior del listado principal de gastos.<\/li>\n\n\n\n
Selecciona la categor\u00eda<\/strong> que deseas volver a activar.<\/li>\n\n\n\n
Haz clic en 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>\n","protected":false},"excerpt":{"rendered":"
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 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 Si una categor\u00eda fue previamente eliminada y deseas reactivarla, puedes usar la opci\u00f3n de Restaurar para que vuelva a estar activa en el sistema. <\/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":[],"yoast_head":"\n
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