{"id":6962,"date":"2024-05-13T16:27:14","date_gmt":"2024-05-13T19:27:14","guid":{"rendered":"https:\/\/iclips.com.br\/help\/como-categorizar-valores-de-repasse\/"},"modified":"2024-09-13T15:32:26","modified_gmt":"2024-09-13T18:32:26","slug":"como-categorizar-valores-de-repasse","status":"publish","type":"post","link":"https:\/\/iclips.com.br\/help\/como-categorizar-valores-de-repasse\/","title":{"rendered":"Como categorizar valores de repasse?"},"content":{"rendered":"<div>\n<p>Voc\u00ea sabe classificar os valores de repasse que passam por sua ag\u00eancia? No iClips \u00e9 poss\u00edvel organizar essas informa\u00e7\u00f5es de uma maneira pr\u00e1tica. Veja qual o processo:<\/p>\n<\/div>\n<div>\n<h4>1. Crie um plano de contas vencedor<\/h4>\n<\/div>\n<div>\n<p>Para que voc\u00ea consiga identificar melhor os valores de\u00a0repasse, o primeiro passo \u00e9 especificar de forma correta as categorias e subcategorias em seu <a href=\"https:\/\/help.rockcontent.com\/pt-br\/como-cadastrareditar-categoria-subcategoria\" rel=\"noopener\" target=\"_blank\">plano de contas<\/a>, e para isso o caminho \u00e9: Financeiro &gt; Categoria.<\/p>\n<p>Ser\u00e1 necess\u00e1rio a cria\u00e7\u00e3o de duas categorias, uma para receita n\u00e3o operacional e outra para despesa n\u00e3o operacional<em>.<br \/>\n<\/em><\/p>\n<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-8648\" src=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/soho-1024x440.png\" alt=\"\" width=\"1024\" height=\"440\" srcset=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/soho-1024x440.png 1024w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/soho-300x129.png 300w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/soho-768x330.png 768w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/soho-1536x660.png 1536w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/soho.png 1897w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/div>\n<div>\n<\/div>\n<div>\n<h4>2. Fa\u00e7a lan\u00e7amentos financeiros corretamente<\/h4>\n<\/div>\n<div>\n<p>Ap\u00f3s a elabora\u00e7\u00e3o do plano de contas, chegou o momento de categorizar os lan\u00e7amentos financeiros.<\/p>\n<p>Ser\u00e1 necess\u00e1rio associar corretamente os lan\u00e7amentos de repasse. Na maioria das vezes, os valores de repasse est\u00e3o vinculados ao recebimento do dinheiro que ser\u00e1 destinado aos terceiros (Fornecedores e ve\u00edculos).<\/p>\n<p>Use o pr\u00e9-lan\u00e7amento para visualizar melhor os lan\u00e7amentos que ser\u00e3o inseridos no contas a receber\/ a pagar de sua ag\u00eancia.<\/p>\n<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-8650\" src=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/ny-bff-1-1024x440.png\" alt=\"\" width=\"1024\" height=\"440\" srcset=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/ny-bff-1-1024x440.png 1024w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/ny-bff-1-300x129.png 300w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/ny-bff-1-768x330.png 768w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/ny-bff-1-1536x660.png 1536w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/ny-bff-1.png 1902w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/div>\n<div>\n<\/div>\n<div>\n<p>No momento do lan\u00e7amento, selecione a categoria correta para os lan\u00e7amentos.<br \/>\nPara receita, use\u00a0<strong>Receita n\u00e3o operacional repasse cliente<br \/>\n<\/strong><\/p>\n<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8651\" src=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/re-1.png\" alt=\"\" width=\"901\" height=\"369\" srcset=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/re-1.png 901w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/re-1-300x123.png 300w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/re-1-768x315.png 768w\" sizes=\"auto, (max-width: 901px) 100vw, 901px\" \/><\/div>\n<div>\n<p>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0<em>\u00a0<\/em><\/p>\n<\/div>\n<div>\n<p>J\u00e1 para lan\u00e7amentos destinados a pagamentos dos fornecedores\/ve\u00edculos, use\u00a0<strong>Despesa n\u00e3o operacional repasse fornecedor\u00a0<\/strong><em><br \/>\n<\/em><\/p>\n<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8652\" src=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/vei-2.png\" alt=\"\" width=\"906\" height=\"370\" srcset=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/vei-2.png 906w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/vei-2-300x123.png 300w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/vei-2-768x314.png 768w\" sizes=\"auto, (max-width: 906px) 100vw, 906px\" \/><\/div>\n<div>\n<\/div>\n<div>\n<p>Ainda precisa de ajuda? \u00c9 s\u00f3 nos chamar no suporte@iclips.com.br\u00a0ou no chat da plataforma e vamos te ajudar!<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Em poucos minutos voc\u00ea saber\u00e1 como categorizar e visualizar melhor os valores de repasse em sua ag\u00eancia<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[11],"tags":[],"class_list":["post-6962","post","type-post","status-publish","format-standard","hentry","category-financial-management"],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"Suporte iClips","author_link":"https:\/\/iclips.com.br\/help\/author\/suporte-iclips\/"},"uagb_comment_info":0,"uagb_excerpt":"Em poucos minutos voc\u00ea saber\u00e1 como categorizar e visualizar melhor os valores de repasse em sua ag\u00eancia","_links":{"self":[{"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/posts\/6962","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/comments?post=6962"}],"version-history":[{"count":2,"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/posts\/6962\/revisions"}],"predecessor-version":[{"id":8653,"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/posts\/6962\/revisions\/8653"}],"wp:attachment":[{"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/media?parent=6962"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/categories?post=6962"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/tags?post=6962"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}