¿Cómo Exportar tu listado de presupuestos con ContaYá?

¿Cómo Exportar tu listado de presupuestos con ContaYá?

ContaYá iyithuluzi lokuphatha izimali kanye nokubalwa kwezimali elakhelwe ukwenza lula ukuphathwa ezezimali yebhizinisi lakho. Okukodwa kwe imisebenzi izici eziwusizo kakhulu zale platform yikhono loku thumela ngaphandle tu uhlu lwesabelomali ngokushesha futhi kalula. Kulesi sihloko sizokukhombisa Igxathu emvakwe gxathu uwenza kanjani lo msebenzi, ukuze wandise isikhathi sakho futhi uhlale unesabelomali sakho eduze.

Isinyathelo 1: Ngena ngemvume ku-akhawunti yakho ContaYá bese uya esigabeni se- izabelomali. Una vez allí, selecciona la opción de thumela ngaphandle bese ukhetha ifomethi ofuna ukulondoloza ngayo ifayela. I-ContaYá ikunikeza amafomethi ahlukene thekelisa, njenge I-Excel o I-PDF. Khetha leyo evumelana kangcono nezidingo zakho bese uchofoza thumela ngaphandle.

Isinyathelo 2: Linda ukuthi inqubo iphele thumela ngaphandle. Ukuthi lokhu kuthatha isikhathi esingakanani kuzoncika kusayizi wakho uhlu lwesabelomali. Uma sekuqediwe, uzokwaziswa ukuthi ifayela selilungele ukulandwa.

Isinyathelo 3: Chofoza isixhumanisi sokulanda bese ulondoloza ifayela kuthunyelwa ngaphandle endaweni oyifunayo kudivayisi yakho. Ungaqamba kabusha ifayela uma ufisa ukulawula kangcono ibhajethi yakho.

Isinyathelo 4: Uma usulidawunilode ifayela, uzokwazi ukulivula futhi ubuke ifayela le uhlu lwesabelomali ngefomethi ekhethiwe. Uzokwazi ukubuka wonke amakholomu nemininingwane ehlobene nebhajethi ngayinye oyithumele kwamanye amazwe.

Njengoba ubona, thekelisa uhlu lwakho lwesabelomali nge-ContaYá Kuyinqubo elula nephumelelayo. Lokhu kusebenza kuzokuvumela ukuthi ube nesipele sebhajethi yakho ngefomethi oyithandayo futhi ufinyelele kuyo noma nini. Uma ungakayisebenzisi i-ContaYá, sikumema ukuthi uhlole zonke izici zayo futhi uthole ukuthi ingakwazi kanjani ukuphatha izimali zebhizinisi lakho.

1. Ukuthunyelwa kwesabelomali kusuka ku-ContaYá

Manje sizokukhombisa ukuthi ulukhipha kanjani uhlu lwakho lwesabelomali nge-ContaYá ukuze kube lula ukuphathwa kwezimali zakho. Landela lezi zinyathelo ezilula futhi uzokwazi ukulanda ibhajethi yakho ngefomethi ehlelekayo kalula futhi ehambisana namanye amathuluzi.

1. Ngena ngemvume ku-ContaYá bese uya esigabeni sesabelomali.

2. Khetha amabhajethi ofuna ukuwathumela. Ungakhetha eyodwa noma ngaphezulu ohlwini.

3. Chofoza inkinobho ethi "Khipha" etholakala ngakwesokudla phezulu kwesikrini.

4. Uzonikezwa izinketho ezahlukene zokuthumela ngaphandle. Khetha ifomethi evumelana kangcono nezidingo zakho, njenge-CSV, i-Excel noma i-PDF.

5. Uma ifomethi isikhethiwe, chofoza "Khipha" bese ulondoloza ifayela kudivayisi yakho.

Ngalezi zinyathelo ezilula, uzokwazi ukuba nohlu lwakho lwebhajethi ngefomethi enemisebenzi eminingi ehambisana namanye amathuluzi. Ungakhohlwa ukulondoloza izinguquko zakho futhi ugcine izimali zakho zihlelekile! ngempumelelo nge ContaYá!

2. Ifomethi yokuthekelisa itholakala ku-ContaYá

Nge-ContaYá, unenketho yokuthekelisa uhlu lwakho lwesabelomali ngamafomethi ahlukene ukuze uvumelane nezidingo zakho. Amafomethi wokuthekelisa atholakalayo yilawa:

1. I-CSV (Amanani Ahlukaniswe Ngokhefana) - Lena inketho evame kakhulu futhi eguquguqukayo yokuthekelisa ibhajethi yakho. Ngokukhetha le fomethi, uzokwazi ukulondoloza uhlu lwakho lwesabelomali efayeleni le-CSV, elingavulwa nganoma yiluphi uhlelo lwesipredishithi, njenge-Excel noma AmaSpredishithi e-Google.

2. I-PDF (Ifomethi Yedokhumenti Ephathekayo) - Uma ukhetha ukugcina ifomethi yoqobo kanye nokwakheka kwebhajethi yakho, ungathumela kuyo Ifomethi ye-PDF. Lolu khetho lukuvumela ukuthi ukhiqize ifayela lekhwalithi ephezulu elingabukwa kalula futhi liphrintwe.

3. I-XML (i-eXtensible Markup Language) - Uma udinga ukuhlanganisa uhlu lwakho lwesabelomali nolunye uhlelo lokuphatha noma isofthiwe, ungaluthekelisa ngefomethi ye-XML. Le fomethi isetshenziselwa ukushintshaniswa kwedatha phakathi kwezinhlelo zokusebenza ezahlukene futhi ivumela ukudluliswa kolwazi kalula.

Khumbula ukuthi lapho uthumela uhlu lwakho lwesabelomali, uzoba nethuba lokukhetha amakholomu nezinkambu ofuna ukuzifaka kufayela elithunyelwe. Lokhu kukunikeza ukuguquguquka ukuze wenze ngokwezifiso ukuthunyelwa kwezidingo zakho. Nge-ContaYá, ukuthumela uhlu lwakho lwesabelomali kuyashesha, kulula futhi kukuvumela ukuthi uphathe idatha yakho ngempumelelo.

3. Izinyathelo zokuthekelisa uhlu lwakho lwesabelomali ku-ContaYá

Thumela uhlu lwakho lwezabelomali e-ContaYá
E-ContaYá, ukuthumela uhlu lwakho lwesabelomali kuyinqubo elula nesheshayo. Ungenza lesi senzo nje Izinyathelo ezingu-3. Okulandelayo, sizokukhombisa ukuthi ungakwenza kanjani:

1. Finyelela esigabeni sesabelomali. Ukuze uqale, ngena ngemvume ku-akhawunti yakho ye-ContaYá bese uye kuthebhu ethi “Izabelomali”. Lapha uzothola zonke izabelomali ozidalile ngaphambilini.

2. Khetha amabhajethi ozowathumela. Uma usesigabeni sesabelomali, khetha lezo ofuna ukuzithekelisa. Ungakhetha izingcaphuno eziningi ngesikhathi esisodwa noma uzikhiphe ngazinye.

3. Thumela amabhajethi ngefomethi oyifunayo. Ekugcineni, chofoza inkinobho ethi "Khipha" bese ukhetha ifomethi ofuna ukuthumela ngayo uhlu lwakho lwekhwothi. I-ContaYá ikunikeza izinketho ezihlukahlukene, njenge-Excel noma i-PDF, ukuze ukwazi ukuzivumelanisa nezidingo zakho.

Ukulungele! Ngalezi zinyathelo ezilula, ungakhipha uhlu lwakho lwesabelomali ku-ContaYá ngokushesha nangempumelelo. Lokhu kusebenza kukunikeza ukuguquguquka okudingekayo ukuze usebenzise idatha ekhiqizwe kumabhajethi akho kwamanye amapulatifomu noma amasistimu. Khumbula ukuthi ungenza ngendlela oyifisayo izinkambu futhi ulungise izilungiselelo zokuthekelisa ngokuya ngokuthanda kwakho. Sithemba ukuthi lo mhlahlandlela ube wusizo kuwe futhi uqhubeka nokujabulela zonke izinzuzo u-ContaYá anazo ngawe!

4. Ukwenza ngendlela oyifisayo ifomethi ngaphambi kokuyithekelisa

Okunye okugqamile kwe-ContaYá yikhono lokwenza ngendlela oyifisayo ifomethi yebhajethi yakho ngaphambi kokuyithekelisa. Lesi sici sikuvumela ukuthi uguqule amadokhumenti ngokuya ngezidingo zakho futhi unikeze isethulo sochwepheshe kumakhasimende akho. Inqubo ilula futhi ikunikeza ukuguquguquka ekubukekeni kwesabelomali sakho.

Ukuze wenze ngendlela oyifisayo ifomethi ngaphambi kokuyithekelisa, mane nje ufake ingxenye yesabelomali ku-ContaYá bese ukhetha isabelomali ofuna ukusithumela. Uma usuyivulile ikhwothi, uzobona izinketho ezimbalwa zokwenza ngokwezifiso ezitholakalayo. Angakwazi engeza ilogo yakho ukunikeza ukuthinta komuntu siqu kumadokhumenti akho. Ngaphezu kwalokho, ungakhetha ifayela ifonti, usayizi nombala yemibhalo ukuze ilingane nobunikazi bomkhiqizo wakho.

Ngaphezu kokwenza ngokwezifiso okubonakalayo, i-ContaYá ikunikeza inketho ongayingeza amanothi angeziwe kwisabelomali. Lokhu kungaba usizo uma ufuna ukufaka ulwazi olwengeziwe lwamakhasimende akho, njengemigomo nemibandela ethile. Ungakwazi futhi ukusizakala umsebenzi wokubala ngokwezifiso ukwengeza amafomula ezibalo noma ukwenza izaphulelo ezizenzakalelayo.

Kafushane, i-ContaYá ikuvumela ukuthi uvumelanise isabelomali sakho nezidingo zakho futhi uthuthukise ukwethulwa kwamadokhumenti akho. Ungakwazi ukwengeza ilogo yakho, ulungise amafonti nemibala, futhi wengeze amanothi ngokwezifiso kanye nezibalo. Ngalokhu kusebenza, ungagqama futhi unikeze ulwazi oluchwepheshile kumakhasimende akho. Zama ukwenza ngendlela oyifisayo ifomethi ku-ContaYá futhi uthathe ibhajethi yakho uye kwelinye izinga.

5. Izincomo zokuthekelisa okungenaphutha

Isincomo #1: Sebenzisa inguqulo yakamuva ye-ContaYá. Ukuqinisekisa ukuthi ukuthunyelwa kuqedwa ngaphandle kwamaphutha, kubalulekile ukuthi usebenzise inguqulo yakamuva kakhulu yenkundla yethu. Lokhu kuzoqinisekisa ukuthi konke ukusebenza kuthuthukisiwe nokuthi noma yikuphi ukulungiswa noma ukuthuthukiswa okuhlobene nohlu lwamakhwothi okuthekelisa selusetshenzisiwe. Ungahlola inguqulo oyisebenzisayo esigabeni sokumisa i-ContaYá.

Isincomo #2: Buyekeza futhi ulungise idatha ohlwini lwakho lwesabelomali. Ngaphambi kokuthumela uhlu lwakho lwesabelomali, kubalulekile ukuthi ubuyekeze ngokucophelela yonke idatha futhi wenze izinguquko ezidingekayo. Qiniseka ukuthi zonke izibalo zilungile, izibalo zinembile, futhi awekho amaphutha esipelingi noma ohlelo kumagama omkhiqizo noma wesevisi. Lokhu kuzokongela isikhathi futhi kugweme ukudideka lapho ungenisa idatha kwenye isistimu.

Isincomo #3: Lungiselela kahle izinketho zokuthekelisa. I-ContaYá ikunikeza izinketho ezimbalwa zokuthekelisa ukuze uzivumelanise nezidingo zakho. Ngaphambi kokuthekelisa, qiniseka ukuthi ukhetha ifomethi efanele futhi ulungise izinketho zokuthekelisa ngokuya ngezidingo zesistimu ozongenisa kuyo idatha. Qinisekisa ukuthi izinkambu ezikhethiwe zifana nezinkambu ezitholakala kusistimu yendawo kanye nokuthi ukwakheka kwefayela elithunyelwe kuyafaneleka. Lokhu kuzogwema izinkinga zokungahambisani noma amaphutha enqubweni yokungenisa.

Khumbula ukulandela lokhu futhi ujabulele ukukhululeka nokusebenza kahle kokuthekelisa uhlu lwakho lwesabelomali nge-ContaYá. Uma unemibuzo noma udinga usizo olwengeziwe, ithimba lethu labasekeli lizokujabulela ukukusiza. Thumela idatha yakho ngaphandle kokukhathazeka futhi usebenzise ngokugcwele zonke izici zesikhulumi sethu!

6. Ukubaluleka kokwenza isipele

Emhlabeni idijithali yanamuhla seguridad de los datos Kuyingxenye ebalulekile kunoma iyiphi inkampani noma umuntu. Yenza a isipele de amafayela akho futhi imibhalo ibalulekile vikela ulwazi olubalulekile uma kwenzeka kuba nesenzakalo esingalindelekile noma inkinga yobuchwepheshe. Kuyadingeka futhi ukukhumbula ukuthi idatha kungaba kalula yonakele, ilahleke noma isusiwe ngengozi, okungaholela ekulahlekelweni okukhulu kwebhizinisi lakho.

Kunezizathu eziningana zokuthi kungani kunjalo kubalulekile ukukwenza isipele ngezikhathi ezithile. Okokuqala, isipele sikuvumela thola amafayela namadokhumenti uma kwenzeka kuba nokwehluleka kwesistimu noma iphutha lomuntu. Isibonelo, uma uhlangabezana ne-a ukuhlasela kwe-hacker noma igciwane okuthinta idatha yakho, ukuba nesipele kuzokuvumela ukuthi ubuyisele yonke imininingwane ngaphandle kokuhlehla okukhulu. Ukwengeza, uma okokusebenza noma idivayisi yakho ilimala nganoma yiluphi uhlobo ngokomzimba noma ilahleka, uzoba nokuthula kwengqondo ngokwazi ukuthi unekhophi eyisipele yedatha yakho.

La ukulahleka kolwazi Kungaba nemiphumela emibi enkampanini noma kumuntu ngamunye. Ungase ubhekane nokulahlekelwa ngokwezimali, ukungakwazi ukunikeza isevisi eyanele kumakhasimende akho, noma ngisho nokulimaza isithunzi sakho. Ngakho-ke, ukwenza isipele njalo kuyisinyathelo esibalulekile sokuvimbela. Qiniseka ukuthi ulondoloza amafayela akho namadokhumenti kukho kokubili amadivayisi angaphandle njengoba efwini, ukuba nezinketho ezahlukene futhi uqinisekise ukuvikeleka okukhulu. Khumbula ukuthi awukwazi ukuthi ungasidinga nini leso sipele buyisela lonke ulwazi lwakho olubalulekile.

7. Izinyathelo zokungenisa ifayela elithunyelwe kwenye isofthiwe

Kulokhu okuthunyelwe, sizochaza izinyathelo ezidingekayo zokungenisa ifayela elithunyelwe nge-ContaYá kwenye isofthiwe. Lokhu kuwusizo ikakhulukazi uma ufuna ukuthutha uhlu lwakho lokucaphuna uluyise ethuluzini elisha noma uma udinga ukusebenza ngezinhlelo ezihlukene ekuhambeni kwakho komsebenzi. Okulandelayo, sizobonisa i- Izinyathelo ezingu-7 ukhiye wokwenza lo msebenzi ngempumelelo:

1. Khipha ifayela lebhajethi: Into yokuqala okufanele uyenze ukufinyelela ku-ContaYá futhi uthole inketho yokuthekelisa uhlu lwakho lwesabelomali. Ukuze wenze lokhu, zulazula uye esigabeni esihambisanayo bese ukhetha inketho yokuthekelisa. Qiniseka ukuthi ukhetha ifomethi yefayela efanele ehambisana nesofthiwe ofuna ukungenisa idatha kuyo.

2. Londoloza ifayela elithunyelwe kudivayisi yakho: Uma usuthumele, qiniseka ukuthi ulondoloza ifayela endaweni efinyelelekayo kudivayisi yakho. Lokhu kuzokuvumela ukuthi uyithole kalula uma uyingenisa kolunye uhlelo. Khumbula ukwenza ikhophi eyisipele yefayela elithunyelwe ukugwema ukulahleka kwedatha.

3. Vula isofthiwe eqondiwe: Manje sekuyisikhathi sokuvula isofthiwe ofuna ukungenisa idatha kuyo. Qiniseka ukuthi unokufinyelela kuwo wonke amathuluzi nezinketho ezidingekayo ukuze wenze ukungenisa. Kuye ngesofthiwe, kungase kudingeke ukuthi uzulazule uye esigabeni esithile sokungenisa amafayela angaphandle.

8. Ukuxazulula izinkinga ezivamile ngesikhathi sokuthekelisa

Kulokhu okuthunyelwe, sizokukhombisa ukuthi ungazixazulula kanjani izinkinga ezivame kakhulu ongahlangabezana nazo lapho uthumela uhlu lwakho lwesabelomali nge-ContaYá. Ngokulandela lezi zinyathelo, ungakwazi ukuthumela kalula idatha yakho futhi ugweme noma yikuphi ukungahambi kahle phakathi nenqubo.

1. Inkinga: Ifayela lonakele uma lithunyelwa

Kwesinye isikhathi, lapho ukhipha uhlu lwakho lokucaphuna, ungathola ukuthi ifayela eliwumphumela lonakele futhi alikwazi ukuvulwa noma lisetshenziswe ngendlela efanele. Lokhu kungakhungathekisa, kodwa kunezixazululo ezimbalwa ongazizama ukulungisa le nkinga:

• Qinisekisa ukuthi inguqulo ye-ContaYá oyisebenzisayo ingeyakamuva kakhulu.
• Qiniseka ukuthi azikho izinkinga zokuxhumeka kwe-inthanethi noma iziphazamiso kunqubo yokuthekelisa.
• Uma inkinga iqhubeka, zama ukuthumela ngefomethi yefayela ehlukile, njenge-CSV esikhundleni se-XLSX.

2. Inkinga: Idatha engaphelele noma engalungile kufayela elithunyelwe

Enye inkinga evamile ongase uhlangabezane nayo lapho uthumela uhlu lwakho lwesabelomali ukuthi idatha ayithunyelwanga kahle, noma ngenxa yokuthi ayiphelele noma ayilungile. Uma lokhu kwenzeka, ungaqhubeka lawa macebiso Ukuze sikuxazulule:

• Ngaphambi kokuthekelisa, qinisekisa ukuthi zonke izinkambu ezidingekayo ziphelele futhi ulwazi lunembile.
• Uma ubona ukuthi idatha ethile ayithekelisi kahle, qiniseka ukuthi ifakwe kahle ohlelweni ngaphambi kokuyithekelisa.
• Uma inkinga iqhubeka, xhumana nosekelo lwezobuchwepheshe lwe-ContaYá ukuze uthole usizo olwengeziwe.

3. Inkinga: Ukuntula ukuhambisana ne ezinye izinhlelo o plataformas

Lapho ukhipha uhlu lwakho lokucaphuna, ungase uhlangabezane nezinkinga zokusebenzisana lapho uzama ukuvula noma ukusebenzisa ifayela elithunyelwe kwezinye izinhlelo noma izinkundla. Ukuze uxazulule le nkinga, cabangela amathiphu alandelayo:

• Khipha uhlu lwakho lokucaphuna ngamafomethi asekelwa kakhulu, njenge-CSV noma i-PDF.
• Hlola ukuthi ezinye izinhlelo noma izinkundla lapho ofuna ukusebenzisa khona ifayela elithunyelwe ziyahambisana namafomethi efayela asetshenzisiwe.
• Uma unezinkinga ezithile zokusebenzisana, ungazama ukuvula ifayela elithunyelwe ngohlelo oluhlukile noma ukungenisa idatha ngokuhlukile.

9. Izinzuzo zokuthumela uhlu lwakho lwesabelomali ku-ContaYá

Thumela ngaphandle uhlu lwezabelomali ku ContaYá Ingakunikeza izinzuzo eziningi futhi yenze kube lula ukuphatha izimali zakho. Wake wazibuza ukuthi uluthumela kanjani uhlu lwakho lwesabelomali nge-ContaYá? Ungakhathazeki! Kuyinqubo elula futhi esheshayo ezokuvumela ukuthi usebenzise ngokugcwele yonke imisebenzi yale nkundla yokubala. Ngezansi sizokukhombisa ukuthi ungakwenza kanjani.

Enye yezinto eziyinhloko izinzuzo ukuthumela uhlu lwakho lwezabelomali e-ContaYá iyona ukusetshenziswa okulula. Ipulatifomu ikunikeza ithuba lokuthekelisa idatha ngamafomethi ahlukene, njenge I-Excel o I-CSV, okukuvumela ukuthi usebenze nabo kwezinye izinhlelo zesipredishithi noma zesizindalwazi. Ngaphezu kwalokho, ukuthunyelwa kwamanye amazwe kwenziwa ngendlela ehlelekile nehlelekile, esiza ukuhlaziya nokuphathwa kolwazi.

Okunye inzuzo okubalulekile ukuthi kungenzeka isipele nokuvikeleka kwedatha. Ngokukhipha uhlu lwakho lokucaphuna, uzobe udala ikhophi eyisipele ngefomethi engabelwana ngayo kalula noma igcinwe kwenye indawo ephephile. Ngale ndlela, ungaqinisekisa ubuqotho bedatha yakho futhi ugweme ukulahlekelwa kolwazi.

Sengiphetha, ukuthumela uhlu lwakho lwesabelomali ku-ContaYá kuyinqubo elula ekunikeza izinzuzo eziningi njengokusebenziseka kalula, ukuba nokwenzeka kokusebenza nedatha kwezinye izinhlelo kanye nokusekela nokuvikeleka kolwazi. Ungaphuthelwa ithuba lokusebenzisa ngokugcwele zonke izici zale nkundla yokubala futhi uthumele uhlu lwakho lwesabelomali namuhla. Uzobona ukuthi ithuthukisa kanjani ukuphathwa kwezimali zakho futhi yenza umsebenzi wakho wansuku zonke ube lula!

10. Izinyathelo ezilandelayo: Ukuhlaziywa kanye nokwenza kahle kokuthekelisa isabelomali

Ukuhlaziywa kwesabelomali: Uma usuthumele uhlu lwakho lwesabelomali nge-ContaYá, kubalulekile ukwenza ukuhlaziya okuphelele ukuze uthuthukise imiphumela yakho. Lokhu kuhilela ukubuyekeza kokubili imali engenayo nezindleko, ukuhlonza amaphethini okusebenzisa imali, kanye nokubheka amathuba okukhulisa imali oyizuzayo.

Ukuthuthukisa Ukuthekelisa: Ngesikhathi sokuhlaziywa kwezabelomali zakho ezithunyelwe, kubalulekile ukukhomba amaphutha okungenzeka noma ukungezwani kudatha. Qinisekisa ukuthi zonke izibalo zilungile futhi zisendaweni yazo ehambisanayo. Uma uthola noma yikuphi ukushayisana, qiniseka ukuthi uyakulungisa ngaphambi kokwenza noma yikuphi ukuhlola noma ukuqagela.

Ukuqaliswa kwamasu: Uma usuwenze ukuhlaziya okuphelele futhi walungisa noma yikuphi ukushayisana, yisikhathi sokusebenzisa amasu okuthuthukisa imiphumela yakho yokukhipha izilinganiso. Ungacabanga ukulungisa izindleko zakho ngokusekelwe ekuhlaziyeni, ubheke izindlela zokwandisa iholo lakho, noma uhlole namathuba amasha ebhizinisi. Khumbula ukuthi le nqubo iwubuciko nesayensi, ngakho-ke kubalulekile ukuhlala uvumelana nezimo futhi uzivumelanise nezimo ezishintshayo.