{"id":1158,"date":"2020-01-07T09:36:31","date_gmt":"2020-01-07T12:36:31","guid":{"rendered":"https:\/\/www.pauta.me\/suporte\/?p=1158"},"modified":"2020-01-07T09:38:26","modified_gmt":"2020-01-07T12:38:26","slug":"360001742191-visualizacao-do-painel-financeiro","status":"publish","type":"post","link":"https:\/\/www.pauta.me\/suporte\/360001742191-visualizacao-do-painel-financeiro\/","title":{"rendered":"Visualiza\u00e7\u00e3o do Painel Financeiro"},"content":{"rendered":"\n<p><strong>M\u00f3dulo:&nbsp;<\/strong>Financeiro<br><strong>Menu:&nbsp;<\/strong>Painel<\/p>\n\n\n\n<p>O Painel do m\u00f3dulo de&nbsp;<strong>Financeiro&nbsp;<\/strong>possui&nbsp;um layout com&nbsp;as informa\u00e7\u00f5es pontuais sobre as a\u00e7\u00f5es do operador. Estes dados s\u00e3o relevantes na gest\u00e3o financeira da empresa e auxiliam nas tomadas de decis\u00e3o.<\/p>\n\n\n\n<p>Os primeiros indicativos do painel financeiro s\u00e3o: &#8220;<em>Contas a receber no m\u00eas&#8221;, &#8220;Contas a pagar no m\u00eas&#8221;, &#8220;Contas a receber em atraso&#8221; e &#8220;Contas a pagar em atraso&#8221;.\u00a0<\/em>Com um clique sobre os valores s\u00e3o apresentados os detalhes do montante exibido.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"71\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/image-1-1024x71.png\" alt=\"\" class=\"wp-image-1161\" srcset=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/image-1-1024x71.png 1024w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/image-1-300x21.png 300w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/image-1-768x53.png 768w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/image-1.png 1127w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p> Na se\u00e7\u00e3o &#8220;<strong>Minhas atividades<\/strong>&#8221; s\u00e3o exibidas as tarefas atribu\u00eddas ao operador que esta conectado\u00a0ao Pauta.Me. Voc\u00ea pode utilizar os filtros de per\u00edodo &#8220;Hoje&#8221;, &#8220;Semana&#8221;, &#8220;M\u00eas&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"625\" height=\"155\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/image-2.png\" alt=\"\" class=\"wp-image-1162\" srcset=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/image-2.png 625w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/image-2-300x74.png 300w\" sizes=\"(max-width: 625px) 100vw, 625px\" \/><\/figure>\n\n\n\n<p> Na caixa &#8220;<strong>Saldo de Contas<\/strong>&#8221; s\u00e3o listados os valores de saldo de cada conta banc\u00e1ria da empresa. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"539\" height=\"335\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/mceclip0-60.png\" alt=\"\" class=\"wp-image-1163\" srcset=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/mceclip0-60.png 539w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/mceclip0-60-300x186.png 300w\" sizes=\"(max-width: 539px) 100vw, 539px\" \/><\/figure>\n\n\n\n<p> Utilize o &#8220;<strong>Controle de Remessas<\/strong>&#8221; visualizar as remessas e fazer download do arquivo para enviar ao banco. Nesta se\u00e7\u00e3o, s\u00e3o apresentadas as remessas nas situa\u00e7\u00f5es\u00a0<strong>Aberta\u00a0<\/strong>e\u00a0<strong>\u00a0Fechada<\/strong>.\u00a0Lembrando que, ao realizar o download da remessa, a mesma passa da situa\u00e7\u00e3o &#8220;<strong>Aberta<\/strong>&#8221; para &#8220;<strong>Fechada<\/strong>&#8220;. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"568\" height=\"221\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/mceclip0-61.png\" alt=\"\" class=\"wp-image-1164\" srcset=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/mceclip0-61.png 568w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/mceclip0-61-300x117.png 300w\" sizes=\"(max-width: 568px) 100vw, 568px\" \/><\/figure>\n\n\n\n<p> <strong>Integra\u00e7\u00e3o,\u00a0<\/strong>quando um neg\u00f3cio \u00e9 aprovado ou pedidos de inser\u00e7\u00e3o e ordens de compra s\u00e3o enviados para faturamento, documentos financeiros s\u00e3o gerados e exibidos nesta caixa, agrupados por origem. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"597\" height=\"505\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/integracao-1.png\" alt=\"\" class=\"wp-image-1165\" srcset=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/integracao-1.png 597w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/integracao-1-300x254.png 300w\" sizes=\"(max-width: 597px) 100vw, 597px\" \/><\/figure>\n\n\n\n<p> <strong>Fluxo de caixa planejado\u00a0<\/strong>\u00e9 constru\u00eddo\u00a0a partir dos lan\u00e7amentos realizados, nele o gestor pode planejar as a\u00e7\u00f5es futuras do neg\u00f3cio com base nos resultados. Ao clicar sobre o bot\u00e3o de visualizar ser\u00e1 carregada a p\u00e1gina do fluxo de caixa completo. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"608\" height=\"365\" src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/mceclip2-31.png\" alt=\"\" class=\"wp-image-1166\" srcset=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/mceclip2-31.png 608w, https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2020\/01\/mceclip2-31-300x180.png 300w\" sizes=\"(max-width: 608px) 100vw, 608px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>M\u00f3dulo:&nbsp;FinanceiroMenu:&nbsp;Painel O Painel do m\u00f3dulo de&nbsp;Financeiro&nbsp;possui&nbsp;um layout com&nbsp;as informa\u00e7\u00f5es pontuais sobre as a\u00e7\u00f5es do operador. Estes dados s\u00e3o relevantes na gest\u00e3o financeira da empresa e auxiliam nas tomadas de decis\u00e3o. &#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[30],"tags":[],"_links":{"self":[{"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/posts\/1158"}],"collection":[{"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/comments?post=1158"}],"version-history":[{"count":1,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/posts\/1158\/revisions"}],"predecessor-version":[{"id":1167,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/posts\/1158\/revisions\/1167"}],"wp:attachment":[{"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/media?parent=1158"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/categories?post=1158"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pauta.me\/suporte\/wp-json\/wp\/v2\/tags?post=1158"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}