{"id":9046,"date":"2025-11-26T02:08:00","date_gmt":"2025-11-26T02:08:00","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=9046"},"modified":"2025-12-11T19:01:35","modified_gmt":"2025-12-11T19:01:35","slug":"tipo-de-polizas-que-puedes-generar-en-docdigitales","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=9046","title":{"rendered":"Tipo de p\u00f3lizas que puedes generar en docDigitales"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">En el <strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/acciones-del-modulo-contable-docdigitales\" target=\"_blank\" rel=\"noreferrer noopener\">m\u00f3dulo Contable<\/a> <\/strong>de <a href=\"https:\/\/www.docdigitales.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">docDigitales<\/a> puedes generar <strong>diferentes tipos de p\u00f3lizas<\/strong> que te ayudan a llevar un <strong>registro completo y organizado de las operaciones <\/strong>de la empresa.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Con ella tendr\u00e1s un control claro de ingresos, egresos, gastos y ajustes contables.<\/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\">M\u00e9todos principales para generar p\u00f3lizas en docDigitales<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/polizas-automaticas-docdigitales\" target=\"_blank\" rel=\"noreferrer noopener\">P\u00f3lizas autom\u00e1ticas:<\/a> <\/strong>Se generan a partir de tus CFDI emitidos y recibidos. Esto permite que los ingresos, egresos y gastos se registren de manera precisa, evitando duplicar informaci\u00f3n y agilizando la contabilidad.<\/li>\n\n\n\n<li><strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/crea-una-poliza-manual-docdigitales\" target=\"_blank\" rel=\"noreferrer noopener\">P\u00f3liza manual:<\/a><\/strong> Las generas t\u00fa directamente dentro del sistema ingresando los movimientos en las cuentas correspondientes. Son ideales para movimientos internos, ajustes espec\u00edficos, provisiones o cualquier operaci\u00f3n que no provenga de un CFDI.<\/li>\n<\/ul>\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\/2025\/11\/1-3.webp\" alt=\"Tipos de p\u00f3lizas que puedes generar en docDigitales\" class=\"wp-image-9047\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/1-3.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/1-3-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/1-3-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/1-3-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/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<h3 class=\"wp-block-heading\">&nbsp;Elementos b\u00e1sicos de una p\u00f3liza<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Cada p\u00f3liza debe de incluir los siguientes elementos:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Fecha de transacci\u00f3n<\/strong>: Indica el d\u00eda que se ejecut\u00f3 la operaci\u00f3n.<\/li>\n<\/ul>\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\/2025\/11\/2-2.webp\" alt=\"Elementos b\u00e1sicos de una p\u00f3liza contable \/ fecha\" class=\"wp-image-9048\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/2-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/2-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/2-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/2-2-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>N\u00famero de p\u00f3liza:<\/strong> Es el identificador \u00fanico que permite otorgar un n\u00famero espec\u00edfico para diferenciarla de las dem\u00e1s.<\/li>\n<\/ul>\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\/2025\/11\/3-3.webp\" alt=\"Elementos b\u00e1sicos de una p\u00f3liza contable \/ n\u00famero de p\u00f3liza\" class=\"wp-image-9049\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/3-3.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/3-3-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/3-3-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/3-3-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Concepto: <\/strong>Descripci\u00f3n breve de la operaci\u00f3n realizada, ayuda a entender el motivo de los movimientos.<\/li>\n<\/ul>\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\/2025\/11\/4-2.webp\" alt=\"Elementos b\u00e1sicos de una p\u00f3liza contable \/ concepto de p\u00f3liza\" class=\"wp-image-9050\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/4-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/4-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/4-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/4-2-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Cuentas contables:<\/strong> Lista de cuentas afectadas por los movimientos, indicando en cu\u00e1les se cargan y en cu\u00e1les se abonan.<\/li>\n<\/ul>\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\/2025\/11\/5-2.webp\" alt=\"Elementos basicos de una p\u00f3liza contable \/ cuentas contables\" class=\"wp-image-9051\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/5-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/5-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/5-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/5-2-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comprobantes: <\/strong>Documentos de respaldo de la operaci\u00f3n, pueden ser facturas, recibos o contratos que podr\u00e1s colocar en los archivos adjuntos.<\/li>\n<\/ul>\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\/2025\/11\/6-2.webp\" alt=\"Elementos b\u00e1sicos de una p\u00f3liza contable \/ Comprobantes o archivos adjuntos\" class=\"wp-image-9052\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/6-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/6-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/6-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/6-2-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/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<h3 class=\"wp-block-heading\">Tipos de p\u00f3lizas que puedes generar en docDigitales<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>P\u00f3liza de ingreso<\/strong>: Registra las operaciones que aumentan el efectivo o los ingresos, como ventas, cobros o dep\u00f3sitos bancarios.<\/li>\n\n\n\n<li><strong>P\u00f3liza de egreso:<\/strong> Refleja las salidas de efectivo o pagos, ya sea por gastos operativos, compras o pagos a proveedores.<\/li>\n\n\n\n<li><strong>Diario de ventas:<\/strong> Agrupa los CFDI emitidos a cr\u00e9dito, facilitando el seguimiento de las cuentas por cobrar.<\/li>\n\n\n\n<li><strong>Diario de compras:<\/strong> Concentra los CFDI recibidos por compras a cr\u00e9dito, ayud\u00e1ndote a controlar cuentas por pagar.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/cierre-ejercicio-contable-docdigitales\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>P\u00f3liza de cierre de ejercicio contable<\/strong>:<\/a> Se genera al final del ejercicio fiscal para cerrar cuentas y preparar la informaci\u00f3n contable del periodo, y de manera autom\u00e1tica se inicia el siguiente periodo contable.<\/li>\n<\/ul>\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\/2025\/11\/7-2.webp\" alt=\"Tipos de p\u00f3lizas que puedes generar en un software contable como docDigitales, p\u00f3liza de diario de ventas, p\u00f3liza de diario de compras, p\u00f3liza de egreso, p\u00f3liza de ingreso\" class=\"wp-image-9053\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/7-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/7-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/7-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/11\/7-2-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/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<h3 class=\"wp-block-heading\" id=\"Consejos-para-la-gesti\u00f3n-de-p\u00f3lizas-contables\">Consejos para la gesti\u00f3n de p\u00f3lizas contables<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Revisa regularmente tus p\u00f3lizas autom\u00e1ticas para confirmar que coincidan con tus CFDI timbrados.<\/li>\n\n\n\n<li>Utiliza las p\u00f3lizas manuales \u00fanicamente cuando necesites registrar ajustes o movimientos internos que no sean relacionados con facturas.<\/li>\n\n\n\n<li>Aprovecha las p\u00f3lizas de cierre para abrir nuevos ejercicios una vez que hayas verificado que los saldos del ejercicio a cerrar cuadren correctamente.<\/li>\n\n\n\n<li>Consulta los diarios de ventas y compras para tener un mejor control de tus cuentas por cobrar y por pagar.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>En el m\u00f3dulo Contable de docDigitales puedes generar diferentes tipos de p\u00f3lizas que te ayudan a llevar un registro completo y organizado de las operaciones de la empresa. Con ella tendr\u00e1s un control claro de ingresos, egresos, gastos y ajustes contables. M\u00e9todos principales para generar p\u00f3lizas en docDigitales &nbsp;Elementos b\u00e1sicos de una p\u00f3liza Cada p\u00f3liza debe de incluir los siguientes elementos:&nbsp; Tipos de p\u00f3lizas que puedes generar en docDigitales Consejos para la gesti\u00f3n de p\u00f3lizas contables<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,54,56],"tags":[30],"class_list":["post-9046","post","type-post","status-publish","format-standard","hentry","category-academia","category-contabilidad","category-polizas","tag-facil"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"Descubre los distintos tipos de p\u00f3lizas que puedes generar en de docDigitales, con su m\u00f3dulo contable: autom\u00e1ticas, manuales, ingreso, egreso, diario y cierre.\" \/>\n\t<meta name=\"robots\" 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