{"id":9102,"date":"2025-11-26T08:30:00","date_gmt":"2025-11-26T08:30:00","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=9102"},"modified":"2025-12-11T18:57:14","modified_gmt":"2025-12-11T18:57:14","slug":"consideraciones-especiales-polizas-automaticas-docdigitales","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=9102","title":{"rendered":"Consideraciones especiales para generar p\u00f3lizas autom\u00e1ticas"},"content":{"rendered":"\n

Cuando generas p\u00f3lizas autom\u00e1ticas<\/a> en tu cuenta de docDigitales<\/a>, es importante conocer c\u00f3mo se asignan las cuentas contables<\/strong> y qu\u00e9 aspectos<\/strong> debes considerar para que tus movimientos financieros <\/strong>se registren correctamente<\/strong>.<\/p>\n\n\n\n

\n\n\n\n

Asignaci\u00f3n de cuentas por default<\/h3>\n\n\n\n
    \n
  • Clientes o proveedores ya registrados:<\/strong> Si ya est\u00e1n en el cat\u00e1logo, la cuenta que aparecer\u00e1 por default ser\u00e1 la asignada al momento de su creaci\u00f3n.<\/li>\n\n\n\n
  • Clientes o proveedores nuevos:<\/strong> Si es la primera vez que se registran mediante una p\u00f3liza, las cuentas que selecciones se guardar\u00e1n como default para futuras p\u00f3lizas. Podr\u00e1s editarlas despu\u00e9s dentro del cat\u00e1logo si lo deseas.<\/li>\n\n\n\n
  • Cambios en cuentas de clientes o proveedores existentes: <\/strong>Si modificas las cuentas en una p\u00f3liza, los cambios solo aplicar\u00e1n a esa p\u00f3liza. No afectar\u00e1n futuras p\u00f3lizas.<\/li>\n\n\n\n
  • Flexibilidad en la asignaci\u00f3n:<\/strong> Siempre puedes cambiar la cuenta asignada por default dentro de la p\u00f3liza que est\u00e9s creando para agilizar el registro de movimientos.<\/li>\n<\/ul>\n\n\n\n
    \n\n\n\n

    Validaciones<\/h3>\n\n\n\n
      \n
    • Cada movimiento de la p\u00f3liza tiene 3 campos asignados:\n
        \n
      • Movimiento<\/strong><\/li>\n\n\n\n
      • IVA<\/strong><\/li>\n\n\n\n
      • Banco o cuenta provisi\u00f3n del cliente\/proveedor<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

        Nota:<\/strong> Si existen m\u00e1s impuestos, como retenciones o traslados, se mostrar\u00e1n tambi\u00e9n dentro de esta secci\u00f3n.<\/em><\/p>\n\n\n\n

          \n
        • En el pie de la p\u00f3liza siempre podr\u00e1s ver las sumas iguales<\/strong>, que corresponden a la diferencia entre la sumatoria de cargos y la sumatoria de abonos.<\/li>\n<\/ul>\n\n\n\n
          \"Consideraciones<\/figure>\n\n\n\n
            \n
          • Estas sumatorias consideran todas las p\u00f3lizas que se est\u00e9n trabajando<\/strong>, ya sea que hayas seleccionado una p\u00f3liza por XML o una sola p\u00f3liza por todos los XML.<\/li>\n\n\n\n
          • Error por diferencias:<\/strong> Si los totales de cargos y abonos no coinciden, el sistema mostrar\u00e1 el error. En este caso deber\u00e1s revisar cuidadosamente los movimientos para que las sumas cuadren y se pueda guardar la p\u00f3liza exitosamente.<\/li>\n<\/ul>\n\n\n\n
            \"Consideraciones<\/figure>\n\n\n\n

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

            Cuando generas p\u00f3lizas autom\u00e1ticas en tu cuenta de docDigitales, es importante conocer c\u00f3mo se asignan las cuentas contables y qu\u00e9 aspectos debes considerar para que tus movimientos financieros se registren correctamente. Asignaci\u00f3n de cuentas por default Validaciones Nota: Si existen m\u00e1s impuestos, como retenciones o traslados, se mostrar\u00e1n tambi\u00e9n dentro de esta secci\u00f3n.<\/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-9102","post","type-post","status-publish","format-standard","hentry","category-academia","category-contabilidad","category-polizas","tag-facil"],"aioseo_notices":[],"yoast_head":"\nConsideraciones Especiales para P\u00f3lizas Autom\u00e1ticas en docDigitales<\/title>\n<meta name=\"description\" content=\"Conoce las consideraciones especiales necesarias al generar p\u00f3lizas autom\u00e1ticas en tu cuenta de\u00a0docDigitales. \u00a1Prueba Gratis ahora!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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