{"id":7993,"date":"2024-04-10T11:36:33","date_gmt":"2024-04-10T14:36:33","guid":{"rendered":"https:\/\/comvoce.unifagoc.edu.br\/?p=7993"},"modified":"2025-09-17T12:38:56","modified_gmt":"2025-09-17T15:38:56","slug":"totvs-backoffice-tipos-de-documento-do-contas-a-receber","status":"publish","type":"post","link":"https:\/\/comvoce.unifagoc.edu.br\/?p=7993","title":{"rendered":"Totvs BackOffice- Tipos de Documentos do Contas \u00e0 Receber"},"content":{"rendered":"\n<p>O cadastro dos Tipos de Documento est\u00e1 localizado no m\u00f3dulo<strong> &#8220;BackOffice- Gest\u00e3o Financeira&#8221; <\/strong>aba <strong>&#8220;Cadastros&#8221; <\/strong>op\u00e7\u00e3o <strong>&#8220;Espec\u00edficos- Tipos de Documento&#8221; <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"855\" height=\"128\" src=\"https:\/\/comvoce.unifagoc.edu.br\/wp-content\/uploads\/2024\/02\/image-98.png\" alt=\"\" class=\"wp-image-8010\" srcset=\"https:\/\/comvoce.unifagoc.edu.br\/wp-content\/uploads\/2024\/02\/image-98.png 855w, https:\/\/comvoce.unifagoc.edu.br\/wp-content\/uploads\/2024\/02\/image-98-300x45.png 300w, https:\/\/comvoce.unifagoc.edu.br\/wp-content\/uploads\/2024\/02\/image-98-768x115.png 768w\" sizes=\"auto, (max-width: 855px) 100vw, 855px\" \/><figcaption class=\"wp-element-caption\">Imagem 01- Cadastros- Espec\u00edficos- Tipos de Documento <\/figcaption><\/figure>\n\n\n\n<p>Para realizar o cadastro, ap\u00f3s selecionar a op\u00e7\u00e3o acima, clique em <strong>&#8220;incluir&#8221;<\/strong> e preencha de acordo com as orienta\u00e7\u00f5es <\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Tipos Documento | Aba &#8211; Identifica\u00e7\u00e3o <\/h6>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"634\" height=\"468\" src=\"https:\/\/comvoce.unifagoc.edu.br\/wp-content\/uploads\/2024\/02\/image-100.png\" alt=\"\" class=\"wp-image-8017\" srcset=\"https:\/\/comvoce.unifagoc.edu.br\/wp-content\/uploads\/2024\/02\/image-100.png 634w, https:\/\/comvoce.unifagoc.edu.br\/wp-content\/uploads\/2024\/02\/image-100-300x221.png 300w\" sizes=\"auto, (max-width: 634px) 100vw, 634px\" \/><figcaption class=\"wp-element-caption\">Imagem 02- Cadastros &#8211; Espec\u00edficos <\/figcaption><\/figure>\n\n\n\n<p><strong>C\u00f3digo:<\/strong> D\u00ea um c\u00f3digo de identifica\u00e7\u00e3o \u00e0 esse tipo de documento <\/p>\n\n\n\n<p><strong>Descri\u00e7\u00e3o:<\/strong> Informe uma descri\u00e7\u00e3o de identifica\u00e7\u00e3o a esse tipo de documento (ex. Aluguel, devolu\u00e7\u00e3o, adiantamento, recibo e etc.);<\/p>\n\n\n\n<p><strong>Classifica\u00e7\u00e3o:<\/strong> A classifica\u00e7\u00e3o deve ser selecionada de acordo com o tipo de documento que ser\u00e1 gerado;<\/p>\n\n\n\n<p><strong>Pagar ou Receber:<\/strong> Nesse campo pode ser definido pra que o tipo de documento seja apresentado apenas para lan\u00e7amentos a &#8220;Pagar&#8221; ou apenas para lan\u00e7amentos a &#8220;Receber&#8221; ou para lan\u00e7amentos a &#8220;Pagar e a Receber&#8221;;<\/p>\n\n\n\n<p><strong>Gera n\u00famero do documento:<\/strong> Neste campo \u00e9 poss\u00edvel definir se o n\u00famero do documento ser\u00e1 definido pelo usu\u00e1rio, gerado sequencialmente ou c\u00f3pia da refer\u00eancia do lan\u00e7amento;<\/p>\n\n\n\n<p><strong>Observa\u00e7\u00e3o:<\/strong> As abas <strong>&#8220;Dados adicionais&#8221;<\/strong>, <strong>&#8220;Evento cont\u00e1bil&#8221;<\/strong> e <strong>&#8220;Par\u00e2metros&#8221;<\/strong> s\u00e3o de preenchimento opcional <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"633\" height=\"469\" src=\"https:\/\/comvoce.unifagoc.edu.br\/wp-content\/uploads\/2024\/02\/image-151.png\" alt=\"\" class=\"wp-image-8193\" srcset=\"https:\/\/comvoce.unifagoc.edu.br\/wp-content\/uploads\/2024\/02\/image-151.png 633w, https:\/\/comvoce.unifagoc.edu.br\/wp-content\/uploads\/2024\/02\/image-151-300x222.png 300w\" sizes=\"auto, (max-width: 633px) 100vw, 633px\" \/><figcaption class=\"wp-element-caption\">Imagem 03- Cadastros &#8211; Espec\u00edficos <\/figcaption><\/figure>\n\n\n\n<p>Clique em <strong>&#8220;OK&#8221;<\/strong> para concluir com o processo  <\/p>\n","protected":false},"excerpt":{"rendered":"<p>O cadastro dos Tipos de Documento est\u00e1 localizado no m\u00f3dulo &#8220;BackOffice- Gest\u00e3o Financeira&#8221; aba &#8220;Cadastros&#8221; op\u00e7\u00e3o &#8220;Espec\u00edficos- Tipos de Documento&#8221; Para realizar o cadastro, ap\u00f3s selecionar a op\u00e7\u00e3o acima, clique &#8230;<\/p>\n","protected":false},"author":16,"featured_media":9597,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28,42,24],"tags":[],"class_list":["post-7993","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-totvs","category-totvs-financeiro","category-totvs-rm"],"_links":{"self":[{"href":"https:\/\/comvoce.unifagoc.edu.br\/index.php?rest_route=\/wp\/v2\/posts\/7993","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/comvoce.unifagoc.edu.br\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/comvoce.unifagoc.edu.br\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/comvoce.unifagoc.edu.br\/index.php?rest_route=\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/comvoce.unifagoc.edu.br\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7993"}],"version-history":[{"count":32,"href":"https:\/\/comvoce.unifagoc.edu.br\/index.php?rest_route=\/wp\/v2\/posts\/7993\/revisions"}],"predecessor-version":[{"id":9920,"href":"https:\/\/comvoce.unifagoc.edu.br\/index.php?rest_route=\/wp\/v2\/posts\/7993\/revisions\/9920"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/comvoce.unifagoc.edu.br\/index.php?rest_route=\/wp\/v2\/media\/9597"}],"wp:attachment":[{"href":"https:\/\/comvoce.unifagoc.edu.br\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7993"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/comvoce.unifagoc.edu.br\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7993"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/comvoce.unifagoc.edu.br\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7993"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}