{"id":7068,"date":"2024-05-13T16:27:17","date_gmt":"2024-05-13T19:27:17","guid":{"rendered":"https:\/\/iclips.com.br\/help\/o-que-e-o-relatorio-de-auditoria-do-pre-lancamento\/"},"modified":"2024-11-13T16:22:11","modified_gmt":"2024-11-13T19:22:11","slug":"o-que-e-o-relatorio-de-auditoria-do-pre-lancamento","status":"publish","type":"post","link":"https:\/\/iclips.com.br\/help\/o-que-e-o-relatorio-de-auditoria-do-pre-lancamento\/","title":{"rendered":"O que \u00e9 o relat\u00f3rio de &#8220;Auditoria do Pr\u00e9-lan\u00e7amento&#8221;?"},"content":{"rendered":"\n<p>No dia a dia das ag\u00eancias, diversos passos s\u00e3o realizados por cada um dos colaboradores, de todas as \u00e1reas.<\/p>\n\n\n\n<p>Por isso, o iClips conta com alguns recursos que s\u00e3o bastante interessantes para ajudar a entender os passos percorridos de cada item, seja dentro de projetos ou no financeiro. Uma op\u00e7\u00e3o bastante utilizada pelos usu\u00e1rios \u00e9 a consulta ao <a href=\"https:\/\/iclips.com.br\/help\/nao-consigo-encontrar-uma-informacao-item-inserido-no-iclips-o-que-eu-faco\/\">hist\u00f3rico, ou, tamb\u00e9m, \u00e0 auditoria.<\/a><\/p>\n\n\n\n<p>Al\u00e9m de contar com as op\u00e7\u00f5es acima, tamb\u00e9m \u00e9 poss\u00edvel consultar o relat\u00f3rio &#8220;Auditoria do Pr\u00e9-lan\u00e7amento&#8221;, que traz todo o hist\u00f3rico <strong>de envio de itens do pr\u00e9-lan\u00e7amento para o lan\u00e7amento<\/strong> e tamb\u00e9m as <strong>exclus\u00f5es\/cancelamentos de pr\u00e9-lan\u00e7amentos e lan\u00e7amentos.<\/strong><\/p>\n\n\n\n<p>Para consultar, v\u00e1 at\u00e9: FINANCEIRO &gt;RELAT\u00d3RIOS &gt; AUDITORIA DO PR\u00c9-LAN\u00c7AMENTO:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"309\" height=\"865\" src=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-48.png\" alt=\"\" class=\"wp-image-9879\" srcset=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-48.png 309w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-48-107x300.png 107w\" sizes=\"auto, (max-width: 309px) 100vw, 309px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>A tela ser\u00e1 aberta com as \u00faltimas altera\u00e7\u00f5es realizadas nos pr\u00e9-lan\u00e7amentos e lan\u00e7amentos:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"446\" src=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-49-1024x446.png\" alt=\"\" class=\"wp-image-9880\" style=\"width:1240px;height:auto\" srcset=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-49-1024x446.png 1024w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-49-300x131.png 300w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-49-768x335.png 768w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-49-1536x669.png 1536w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-49.png 1896w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Caso prefira, voc\u00ea pode fazer uma busca mais espec\u00edfica, seguindo os seguintes campos:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"504\" height=\"435\" src=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-50.png\" alt=\"\" class=\"wp-image-9881\" srcset=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-50.png 504w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-50-300x259.png 300w\" sizes=\"auto, (max-width: 504px) 100vw, 504px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-uagb-advanced-heading uagb-block-9963de1d\"><h4 class=\"uagb-heading-text\"><strong>Ap\u00f3s a busca, voc\u00ea ter\u00e1 acesso as seguintes informa\u00e7\u00f5es:<\/strong><\/h4><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nome do pr\u00e9-lan\u00e7amento ou lan\u00e7amento;<\/li>\n\n\n\n<li>O tipo do pr\u00e9-lan\u00e7amento ou lan\u00e7amento (a receber\/ a pagar \/ entrada \/ sa\u00edda)<\/li>\n\n\n\n<li>Nome do cliente;<\/li>\n\n\n\n<li>Valor;<\/li>\n\n\n\n<li>Data e hora da ocorr\u00eancia (ou seja, da a\u00e7\u00e3o realizada)<\/li>\n\n\n\n<li>Avatar do colaborador quem realizou a ocorr\u00eancia + seu nome, departamento e email;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Ao clicar em cima de um item, um painel lateral ir\u00e1 se abrir:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-52-1024x467.png\" alt=\"\" class=\"wp-image-9883\" style=\"width:1240px;height:auto\" srcset=\"https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-52-1024x467.png 1024w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-52-300x137.png 300w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-52-768x350.png 768w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-52-1536x700.png 1536w, https:\/\/iclips.com.br\/help\/wp-content\/uploads\/2024\/05\/image-52.png 1827w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>No item de exemplo acima, que est\u00e1 tagueado com a cor verde, o sistema est\u00e1 nos mostrando que o pr\u00e9-lan\u00e7amento de Fee Mensal no valor de R$100,00 foi devidamente enviado para &#8220;lan\u00e7amentos&#8221;. Com isso, agora pode ser identificado como lan\u00e7amento 6686. Quem fez essa a\u00e7\u00e3o foi a Colaboradora \u00c9rica, no dia 06\/03\/2024 16:47:29.<\/p>\n\n\n\n<p>Aqui tamb\u00e9m \u00e9 poss\u00edvel identificar exclus\u00f5es feitas por engano e que podem fazer o financeiro ficar bastante confuso.<\/p>\n\n\n\n<p>Um exemplo pr\u00e1tico de como essa busca pode auxiliar no dia a dia seria o seguinte caso: <strong><em>&#8220;N\u00e3o foi gerado financeiro referente \u00e0 comiss\u00e3o da m\u00eddia 1733&#8221;:<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/355484.fs1.hubspotusercontent-na1.net\/hub\/355484\/hubfs\/03-3.bmp?width=1804&amp;quality=high\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/355484.fs1.hubspotusercontent-na1.net\/hub\/355484\/hubfs\/03-3.bmp?width=1804&amp;quality=high\" alt=\"03-3\"\/><\/a><\/figure>\n\n\n\n<p>Ao analisar atrav\u00e9s do &#8220;auditoria do pr\u00e9-lan\u00e7amento&#8221;, \u00e9 poss\u00edvel entender que a colaboradora \u00c9rica excluiu o lan\u00e7amento financeiro correspondente \u00e0 comiss\u00e3o da m\u00eddia 1733 e, por isso, o financeiro n\u00e3o est\u00e1 conseguindo localizar no iClips. Bacana, n\u00e9?<\/p>\n\n\n\n<p>\u00c9 poss\u00edvel exportar os relat\u00f3rios em pdf ou excel. Basta clicar nos s\u00edmbolos:&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"hs-image-align-none\" style=\"width: 83px; height: auto;\" src=\"https:\/\/help.rockcontent.com\/hs-fs\/hubfs\/image-png-Mar-06-2024-08-28-41-4509-PM.png?width=83&amp;height=43&amp;name=image-png-Mar-06-2024-08-28-41-4509-PM.png\" width=\"83\" height=\"43\"><\/p>\n\n\n\n<p>Ainda precisa de ajuda? \u00c9 s\u00f3 nos chamar no&nbsp;<a href=\"mailto:help@rockcontent.com\" target=\"_blank\" rel=\"noopener noreferrer\" data-stringify-link=\"mailto:help@rockcontent.com\" data-sk=\"tooltip_parent\">suporte@iclips.com.br<\/a>&nbsp;ou no chat da plataforma e vamos te ajudar!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Conhe\u00e7a a funcionalidade que traz informa\u00e7\u00f5es interessantes para o dia a dia do financeiro<\/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 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financeiro","_links":{"self":[{"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/posts\/7068","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=7068"}],"version-history":[{"count":3,"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/posts\/7068\/revisions"}],"predecessor-version":[{"id":9884,"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/posts\/7068\/revisions\/9884"}],"wp:attachment":[{"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/media?parent=7068"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/categories?post=7068"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/iclips.com.br\/help\/wp-json\/wp\/v2\/tags?post=7068"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}