{"id":9087,"date":"2025-11-26T06:45:00","date_gmt":"2025-11-26T06:45:00","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=9087"},"modified":"2025-12-11T18:58:09","modified_gmt":"2025-12-11T18:58:09","slug":"edita-o-elimina-polizas-automaticas-docdigitales","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=9087","title":{"rendered":"Edita o elimina tus p\u00f3lizas autom\u00e1ticas"},"content":{"rendered":"\n

Si ya tienes p\u00f3lizas autom\u00e1ticas generadas en tu cuenta, puedes editarlas<\/strong> para hacer ajustes o eliminarlas <\/strong>si ya no las requieres.<\/p>\n\n\n\n

Nota: <\/strong><\/em>Recuerda que no es posible modificar ni borrar p\u00f3lizas de un ejercicio contable que ha sido cerrado.<\/p>\n\n\n\n

\n\n\n\n

Editar p\u00f3lizas autom\u00e1ticas<\/h3>\n\n\n\n
    \n
  1. Ingresa al Listado de P\u00f3lizas, desde el men\u00fa lateral, Contabilidad > Listado de P\u00f3lizas.<\/strong><\/li>\n<\/ol>\n\n\n\n
    \"Edita<\/figure>\n\n\n\n
      \n
    1. Localiza la p\u00f3liza que deseas editar, si lo prefieres, utiliza la funci\u00f3n Buscar<\/a><\/strong> para encontrarla m\u00e1s r\u00e1pido.<\/li>\n<\/ol>\n\n\n\n
      \"Edita<\/figure>\n\n\n\n
        \n
      1. Una vez encontrada, da clic en Ver P\u00f3liza <\/strong>al final de la fila.<\/li>\n<\/ol>\n\n\n\n
        \"Edita<\/figure>\n\n\n\n
          \n
        1. Se abrir\u00e1 el detalle de la p\u00f3liza en modo edici\u00f3n.<\/li>\n<\/ol>\n\n\n\n
          \"Edita<\/figure>\n\n\n\n
            \n
          1. Realiza los ajustes necesarios. Puedes adjuntar hasta 3 archivos en formato .xml.<\/li>\n\n\n\n
          2. Una vez realizados los cambios da clic en el bot\u00f3n Guardar P\u00f3liza.<\/strong><\/li>\n<\/ol>\n\n\n\n
            \"Edita<\/figure>\n\n\n\n
              \n
            1. El sistema confirmar\u00e1 la acci\u00f3n con el mensaje: \u201cP\u00f3liza actualizada con \u00e9xito\u201d<\/em>.<\/li>\n<\/ol>\n\n\n\n
              \"Edita<\/figure>\n\n\n\n
              \n\n\n\n

              Eliminar p\u00f3lizas autom\u00e1ticas<\/h3>\n\n\n\n

              Nota:<\/strong><\/em> Eliminar una p\u00f3liza es irreversible. Una vez borrada, no podr\u00e1 recuperarse porque se elimina de la base de datos.<\/em><\/p>\n\n\n\n

                \n
              1. Ingresa al Listado de P\u00f3lizas.<\/strong><\/li>\n<\/ol>\n\n\n\n
                \"Elimina<\/figure>\n\n\n\n
                  \n
                1. Ubica la p\u00f3liza a eliminar, usa la funci\u00f3n Buscar <\/a><\/strong>para encontrarla m\u00e1s r\u00e1pido.<\/li>\n<\/ol>\n\n\n\n
                  \"Elimina<\/figure>\n\n\n\n
                    \n
                  1. Una vez localizada, haz clic en la casilla de selecci\u00f3n al inicio de la fila.<\/li>\n\n\n\n
                  2. En el panel de acciones superiores, da clic en Eliminar.<\/strong><\/li>\n<\/ol>\n\n\n\n
                    \"Elimina<\/figure>\n\n\n\n
                      \n
                    1. Se abrir\u00e1 una ventana emergente de confirmaci\u00f3n, da clic en Eliminar P\u00f3liza<\/strong><\/li>\n<\/ol>\n\n\n\n
                      \"Elimina<\/figure>\n\n\n\n
                        \n
                      1. El sistema confirmar\u00e1 la acci\u00f3n con el mensaje: \u201cP\u00f3liza eliminada con \u00e9xito\u201d<\/em>.<\/li>\n<\/ol>\n\n\n\n
                        \"Elimina<\/figure>\n\n\n\n

                        <\/p>\n","protected":false},"excerpt":{"rendered":"

                        Si ya tienes p\u00f3lizas autom\u00e1ticas generadas en tu cuenta, puedes editarlas para hacer ajustes o eliminarlas si ya no las requieres. Nota: Recuerda que no es posible modificar ni borrar p\u00f3lizas de un ejercicio contable que ha sido cerrado. Editar p\u00f3lizas autom\u00e1ticas Eliminar p\u00f3lizas autom\u00e1ticas Nota: Eliminar una p\u00f3liza es irreversible. Una vez borrada, no podr\u00e1 recuperarse porque se elimina de la base de datos.<\/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-9087","post","type-post","status-publish","format-standard","hentry","category-academia","category-contabilidad","category-polizas","tag-facil"],"aioseo_notices":[],"yoast_head":"\nEdita y elimina una p\u00f3liza autom\u00e1tica en docDigitales.<\/title>\n<meta name=\"description\" content=\"Aprende a editar o eliminar p\u00f3lizas autom\u00e1ticas en docDigitales de forma sencilla, en pocos pasos y r\u00e1pida. \u00a1Pru\u00e9balo ahora!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.docdigitales.com\/academy\/?p=9087\" \/>\n<meta property=\"og:locale\" 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