{"id":2411,"date":"2023-03-06T11:07:57","date_gmt":"2023-03-06T10:07:57","guid":{"rendered":"https:\/\/bilky.es\/centro_de_ayuda\/importar-caja-empresa\/"},"modified":"2026-02-11T13:56:35","modified_gmt":"2026-02-11T12:56:35","slug":"import-cash-company","status":"publish","type":"centro_de_ayuda","link":"https:\/\/bilky.es\/en\/centro-de-ayuda\/importar-caja-empresa\/","title":{"rendered":"How can I add the Cash movements for my Advisor?"},"content":{"rendered":"<p>In the <strong>Trimestra Management<\/strong>In addition to uploading your quarterly invoices to your Advisor, you can also <strong>manage bank and cash entries<\/strong>. In the case of Cash notes, you can either manually pick them up or import them in bulk in a simple way. We show you how to do it:<\/p>\n<h2>Step 1<\/h2>\n<p>Place yourself in the <strong>Zone Advisors<\/strong> and enter the <strong>Quarterly management. <\/strong><\/p>\n<figure class=\"bilky-import-image\"><img width=\"1920\" height=\"1044\" src=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/340157577_article46-section1.png\" class=\"bilky-import-image\" alt=\"How can I add the Cash movements for my Advisor?\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/340157577_article46-section1.png 1920w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/340157577_article46-section1-300x163.png 300w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/340157577_article46-section1-1024x557.png 1024w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/340157577_article46-section1-768x418.png 768w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/340157577_article46-section1-1536x835.png 1536w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/340157577_article46-section1-18x10.png 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<h2>Step 2<\/h2>\n<p>Access the quarter for which you want to add the cash movements.<\/p>\n<figure class=\"bilky-import-image\"><img width=\"1920\" height=\"1044\" src=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1154018531_article46-section2.png\" class=\"bilky-import-image\" alt=\"How can I add the Cash movements for my Advisor?\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1154018531_article46-section2.png 1920w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1154018531_article46-section2-300x163.png 300w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1154018531_article46-section2-1024x557.png 1024w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1154018531_article46-section2-768x418.png 768w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1154018531_article46-section2-1536x835.png 1536w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1154018531_article46-section2-18x10.png 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<h2>Step 3<\/h2>\n<p>In the top menu you will find the option <strong>Banking Management <\/strong>y<strong> Cash management.<\/strong><\/p>\n<figure class=\"bilky-import-image\"><img width=\"1920\" height=\"1080\" src=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1131942514_article46-section3.png\" class=\"bilky-import-image\" alt=\"How can I add the Cash movements for my Advisor?\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1131942514_article46-section3.png 1920w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1131942514_article46-section3-300x169.png 300w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1131942514_article46-section3-1024x576.png 1024w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1131942514_article46-section3-768x432.png 768w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1131942514_article46-section3-1536x864.png 1536w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1131942514_article46-section3-18x10.png 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<h2>Step 4<\/h2>\n<p>If we want to import the Box, we will go to <strong>Cash Management<\/strong>, and in the upper right corner we will find the option<strong> Import cash registers.<\/strong><\/p>\n<figure class=\"bilky-import-image\"><img width=\"1920\" height=\"1044\" src=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1219841693_article46-section4.png\" class=\"bilky-import-image\" alt=\"How can I add the Cash movements for my Advisor?\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1219841693_article46-section4.png 1920w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1219841693_article46-section4-300x163.png 300w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1219841693_article46-section4-1024x557.png 1024w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1219841693_article46-section4-768x418.png 768w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1219841693_article46-section4-1536x835.png 1536w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1219841693_article46-section4-18x10.png 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<h2>Step 5<\/h2>\n<p>Choose whether to add the information <strong>record by record by clicking on the data or, alternatively, by importing it massively from an Excel file.<\/strong><\/p>\n<figure class=\"bilky-import-image\"><img width=\"1920\" height=\"1044\" src=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/226109558_article46-section5.png\" class=\"bilky-import-image\" alt=\"How can I add the Cash movements for my Advisor?\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/226109558_article46-section5.png 1920w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/226109558_article46-section5-300x163.png 300w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/226109558_article46-section5-1024x557.png 1024w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/226109558_article46-section5-768x418.png 768w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/226109558_article46-section5-1536x835.png 1536w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/226109558_article46-section5-18x10.png 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<h2>Step 6<\/h2>\n<p>If you have not yet created a Cash account, when you select how you are going to add the records you will be able to add the account. Simply click on <strong>Add <\/strong>and adds the <strong>name, the account and the initial balance.<\/strong> Remember that you can add as many boxes as you wish.<\/p>\n<figure class=\"bilky-import-image\"><img width=\"1920\" height=\"1044\" src=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1396904234_article46-section6.png\" class=\"bilky-import-image\" alt=\"How can I add the Cash movements for my Advisor?\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1396904234_article46-section6.png 1920w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1396904234_article46-section6-300x163.png 300w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1396904234_article46-section6-1024x557.png 1024w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1396904234_article46-section6-768x418.png 768w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1396904234_article46-section6-1536x835.png 1536w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1396904234_article46-section6-18x10.png 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<h2>Step 7<\/h2>\n<p>If you have chosen to add the records individually <strong>you must mark the date of the movement, add the description, mark whether it is a cash inflow or outflow and the amount.<\/strong> You can <strong>Add<\/strong> o <strong>Add and Continue <\/strong>if you are going to reflect more records. <strong>Remember to check which box they correspond to <\/strong>the movements if you have several.<\/p>\n<figure class=\"bilky-import-image\"><img width=\"1920\" height=\"1044\" src=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/574477650_article46-section7.png\" class=\"bilky-import-image\" alt=\"How can I add the Cash movements for my Advisor?\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/574477650_article46-section7.png 1920w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/574477650_article46-section7-300x163.png 300w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/574477650_article46-section7-1024x557.png 1024w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/574477650_article46-section7-768x418.png 768w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/574477650_article46-section7-1536x835.png 1536w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/574477650_article46-section7-18x10.png 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<h2>Step 8<\/h2>\n<p>If you have chosen to import the <strong>records through an Excel file,<\/strong> open your file with the cash movements, and v<strong>erify that they have the necessary format and order for the import (Date\/Description\/Quantity).<\/strong>. Select the lines you want to import, copy and paste them into the box. Remember <strong>mark the box to which they correspond<\/strong> the movements if you have several. Click on <strong>Import Cash Statement.<\/strong><\/p>\n<figure class=\"bilky-import-image\"><img width=\"1920\" height=\"1044\" src=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1776808164_article46-section8.png\" class=\"bilky-import-image\" alt=\"How can I add the Cash movements for my Advisor?\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1776808164_article46-section8.png 1920w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1776808164_article46-section8-300x163.png 300w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1776808164_article46-section8-1024x557.png 1024w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1776808164_article46-section8-768x418.png 768w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1776808164_article46-section8-1536x835.png 1536w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1776808164_article46-section8-18x10.png 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<h2>Step 9<\/h2>\n<p>The transactions will have been imported correctly and will be ready for your consultant to click on the counterpart and match each transaction with its invoice through the attached button. If you wish you can also do it yourself.<\/p>\n<figure class=\"bilky-import-image\"><img width=\"1920\" height=\"1044\" src=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1531818561_article46-section9.png\" class=\"bilky-import-image\" alt=\"How can I add the Cash movements for my Advisor?\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1531818561_article46-section9.png 1920w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1531818561_article46-section9-300x163.png 300w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1531818561_article46-section9-1024x557.png 1024w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1531818561_article46-section9-768x418.png 768w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1531818561_article46-section9-1536x835.png 1536w, https:\/\/bilky.es\/wp-content\/uploads\/2023\/03\/1531818561_article46-section9-18x10.png 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>","protected":false},"excerpt":{"rendered":"<p>En la Gesti&oacute;n Trimestral de la empresa, no s&oacute;lo puedes subir las facturas del trimestre a tu Asesor sino que tambi&eacute;n puedes gestionar los apuntes de Banco y Caja. En el caso de los apuntes de Caja los puedes picar manualmente o importar masivamente de forma sencilla. Te mostramos c&oacute;mo hacerlo: Paso 1 Sit&uacute;ate en [&hellip;]<\/p>\n","protected":false},"featured_media":2889,"template":"","category_centro_de_ayuda":[240],"tag_centro_de_ayuda":[],"class_list":["post-2411","centro_de_ayuda","type-centro_de_ayuda","status-publish","has-post-thumbnail","hentry","category_centro_de_ayuda-empresa"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Bilky | \u00bfC\u00f3mo puedo a\u00f1adir los movimientos de Caja para mi Asesor?<\/title>\n<meta name=\"description\" content=\"Centro de ayuda de Bilky: gu\u00edas, art\u00edculos y recursos para resolver dudas sobre la plataforma. 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