{"id":49253,"date":"2023-07-02T10:56:18","date_gmt":"2023-07-02T16:56:18","guid":{"rendered":"https:\/\/aplicaexcelcontable.com\/blog\/?p=49253"},"modified":"2024-12-18T14:13:45","modified_gmt":"2024-12-18T20:13:45","slug":"control-de-carteras-v2-0","status":"publish","type":"post","link":"https:\/\/aplicaexcelcontable.com\/blog\/control-de-carteras-v2-0.html","title":{"rendered":"Control de carteras v2.0"},"content":{"rendered":"<h1 style=\"text-align: center;\">Actualizaciones de la Plantilla control de Carteras &nbsp;v2.0<\/h1>\n<p style=\"\">Te gustaria conocer los detalles de las actualizaciones de la plantilla control de carteras v2.0 en excel ?<\/p>\n<p><span><img decoding=\"async\" alt=\"Control de carteras v2\" data-id=\"49255\" width=\"600\" data-init-width=\"600\" height=\"124\" data-init-height=\"124\" title=\"Control de carteras v2.0\" loading=\"lazy\" src=\"https:\/\/aplicaexcelcontable.com\/blog\/wp-content\/uploads\/2023\/07\/Control-de-carteras-v2.jpg\" data-width=\"600\" data-height=\"124\" style=\"aspect-ratio: auto 600 \/ 124;\"><\/span><\/p>\n<p>Hola soy Roger Perez y en este articulo voy a compartirte los detalles de las caracteristicas que hemos agregado en la plantilla control de carteras v2.0.<\/p>\n<p>Estas listo? Comencemos:<\/p>\n<h2 style=\"text-align: center;\">Caracteristicas de la plantilla Control de Carteras version 2.0<\/h2>\n<p>Vamos a inicar por el <strong>formulario abonos, dentro de este hemos agregado un nuevo desplegable<\/strong> que mostrara el numero de factura.<\/p>\n<p>Para que en cada abono, permita seleccionar la factura a la cual se esta haciendo el abono.<\/p>\n<p>Te dejo una imagen:<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"49263\" width=\"361\" data-init-width=\"361\" height=\"287\" data-init-height=\"287\" title=\"Formulario Abono plantilla control de carteras v2\" loading=\"lazy\" src=\"https:\/\/aplicaexcelcontable.com\/blog\/wp-content\/uploads\/2023\/07\/Formulario-Abono-plantilla-control-de-carteras-v2.png\" data-width=\"361\" data-height=\"287\" style=\"aspect-ratio: auto 361 \/ 287;\" data-init- data-><\/span><\/p>\n<p style=\"\">Tambien, puedes observar que hemos agregado un espacio para que puedas agregar el concepto del abono.<\/p>\n<p style=\"\">Por ejemplo, puedes escribir si es el primer abono, segundo abono, etc.<\/p>\n<p style=\"\">Ahora veamos, la siguiente actualizacion:<\/p>\n<p style=\"\"><strong>En la hoja resumen, hemos agregado un icono de color rojo<\/strong>, que nos llevara a la hoja Estado de cuenta del cliente.<\/p>\n<p><span><img decoding=\"async\" alt=\"Control de carteras v2\" data-id=\"49255\" width=\"596\" data-init-width=\"600\" height=\"123\" data-init-height=\"124\" title=\"Control de carteras v2.0\" loading=\"lazy\" src=\"https:\/\/aplicaexcelcontable.com\/blog\/wp-content\/uploads\/2023\/07\/Control-de-carteras-v2.jpg\" data-width=\"596\" data-height=\"123\" style=\"aspect-ratio: auto 600 \/ 124;\"><\/span><\/p>\n<p style=\"\">Al pulsar clic sobre el boton rojo te llevara directamente a la tercera acutualizacion y se trata de la Hoja:<\/p>\n<p style=\"\">Estado de cuentas de clientes (ESTADOC):<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"49273\" width=\"593\" data-init-width=\"593\" height=\"180\" data-init-height=\"180\" title=\"Estado de cuenta clientes\" loading=\"lazy\" src=\"https:\/\/aplicaexcelcontable.com\/blog\/wp-content\/uploads\/2023\/07\/Estado-de-cuenta-clientes.png\" data-width=\"593\" data-height=\"180\" style=\"aspect-ratio: auto 593 \/ 180;\" data-init- data-><\/span><\/p>\n<p style=\"\">Dentro de esta hoja, puedes notar que tenemos la opcion para elegir el nombre del cliente.<\/p>\n<p style=\"\">Tambien, tenemos un boton de color verde, que nos permitira generar el estado del cliente.<\/p>\n<p style=\"\">Este es el cambio que hemos agregado a la version 2.0.<\/p>\n<p style=\"\">Muy pronto estara listo la version 3.0 y el nombre de la plantilla cambiara a Control de terceros, por que este incluira el control de cuentas por pagar.<\/p>\n<p style=\"\">&nbsp;Que tal te parecio el articulo de hoy ? Si te gusto, te invito a compartirlo con tus amigos de <a href=\"https:\/\/www.facebook.com\/AplicaExceContable\/\" target=\"_blank\" rel=\"noopener\">facebook<\/a>:<\/p>\n<p style=\"\">Cualquier duda o pregunta, tan solo escribenos en el <a href=\"https:\/\/aplicaexcelcontable.com\/blog\/contacto\" target=\"_blank\" rel=\"noopener\">chat de la pagina<\/a> o bien al correo rogerperezb@gmail.com.<\/p>\n<p style=\"\">Saludos,<\/p>\n<p style=\"\"><strong>Roger Perez &#8211; Aplica Excel Contable<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Actualizaciones de la Plantilla control de Carteras &nbsp;v2.0 Te gustaria conocer los detalles de las actualizaciones de la plantilla control de carteras v2.0 en excel ? Hola soy Roger Perez y en este articulo voy a compartirte los detalles de las caracteristicas que hemos agregado en la plantilla control de carteras v2.0. Estas listo? Comencemos: [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49255,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","tve_updated_post":"<div class=\"thrv_wrapper thrv_text_element\"><h1 style=\"text-align: center;\" data-css=\"tve-u-189171b9634\" class=\"\">Actualizaciones de la Plantilla control de Carteras &nbsp;v2.0<\/h1><\/div><div class=\"thrv_wrapper thrv_contentbox_shortcode thrv-content-box tve-elem-default-pad\" data-css=\"tve-u-189171e7b43\" style=\"\">\n\t<div class=\"tve-content-box-background\"><\/div>\n\t<div class=\"tve-cb\" style=\"\" data-css=\"tve-u-189171e7b40\"><div class=\"thrv_wrapper thrv_text_element\">\t<p style=\"\">Te gustaria conocer los detalles de las actualizaciones de la plantilla control de carteras v2.0 en excel ?<\/p><\/div><\/div>\n<\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-1891722ed01\" style=\"\"><span class=\"tve_image_frame\"><img decoding=\"async\" class=\"tve_image wp-image-49255\" alt=\"Control de carteras v2\" data-id=\"49255\" width=\"600\" data-init-width=\"600\" height=\"124\" data-init-height=\"124\" title=\"Control de carteras v2.0\" loading=\"lazy\" src=\"https:\/\/aplicaexcelcontable.com\/blog\/wp-content\/uploads\/2023\/07\/Control-de-carteras-v2.jpg\" data-width=\"600\" data-height=\"124\" style=\"aspect-ratio: auto 600 \/ 124;\"><\/span><\/div><div class=\"thrv_wrapper thrv_contentbox_shortcode thrv-content-box tve-elem-default-pad\" data-css=\"tve-u-1891741946c\" style=\"\">\n\t<div class=\"tve-content-box-background\"><\/div>\n\t<div class=\"tve-cb\" style=\"\" data-css=\"tve-u-1891741946a\"><div class=\"thrv_wrapper thrv_text_element\">\t<p>Hola soy Roger Perez y en este articulo voy a compartirte los detalles de las caracteristicas que hemos agregado en la plantilla control de carteras v2.0.<\/p><p>Estas listo? Comencemos:<\/p><\/div><div class=\"thrv_responsive_video thrv_wrapper tcb-lazy-load tcb-lazy-load-youtube\" data-type=\"youtube\" data-rel=\"0\" data-modestbranding=\"1\" data-aspect-ratio=\"16:9\" data-aspect-ratio-default=\"0\" data-float-position=\"top-left\" data-float-width-d=\"300px\" data-float-padding1-d=\"25px\" data-float-padding2-d=\"25px\" data-float-visibility=\"mobile\" data-url=\"https:\/\/youtu.be\/rccTGR4RKzU\" style=\"\" data-css=\"tve-u-18a53c10806\">\n\t\n\n\t<div class=\"tve_responsive_video_container\" style=\"padding-bottom: 56.25%;\">\n\t\t<div class=\"video_overlay\"><\/div>\n\t<iframe title=\"Responsive Video\" class=\"tcb-responsive-video\" data-code=\"rccTGR4RKzU\" data-hash=\"undefined\" data-provider=\"youtube\" data-src=\"https:\/\/www.youtube.com\/embed\/rccTGR4RKzU?rel=0&amp;modestbranding=1&amp;controls=1&amp;showinfo=1&amp;fs=1&amp;wmode=transparent\" frameborder=\"0\" allowfullscreen=\"\" loading=\"lazy\"><\/iframe><\/div>\n<\/div><\/div>\n<\/div><div class=\"thrv_wrapper thrv_text_element\"><h2 style=\"text-align: center;\" data-css=\"tve-u-18917447388\" class=\"\">Caracteristicas de la plantilla Control de Carteras version 2.0<\/h2><\/div><div class=\"thrv_wrapper thrv_contentbox_shortcode thrv-content-box tve-elem-default-pad\" data-css=\"tve-u-18917454423\" style=\"\">\n\t<div class=\"tve-content-box-background\" style=\"\" data-css=\"tve-u-189174cfd54\"><\/div>\n\t<div class=\"tve-cb\" style=\"\" data-css=\"tve-u-18917454421\"><div class=\"thrv_wrapper thrv_text_element\">\t<p>Vamos a inicar por el <strong>formulario abonos, dentro de este hemos agregado un nuevo desplegable<\/strong> que mostrara el numero de factura.<\/p><p>Para que en cada abono, permita seleccionar la factura a la cual se esta haciendo el abono.<\/p><p>Te dejo una imagen:<\/p><\/div><\/div>\n<\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-189174c71b5\" style=\"\"><span class=\"tve_image_frame\"><img decoding=\"async\" class=\"tve_image wp-image-49263\" alt=\"\" data-id=\"49263\" width=\"361\" data-init-width=\"361\" height=\"287\" data-init-height=\"287\" title=\"Formulario Abono plantilla control de carteras v2\" loading=\"lazy\" src=\"https:\/\/aplicaexcelcontable.com\/blog\/wp-content\/uploads\/2023\/07\/Formulario-Abono-plantilla-control-de-carteras-v2.png\" data-width=\"361\" data-height=\"287\" style=\"aspect-ratio: auto 361 \/ 287;\"><\/span><\/div><div class=\"thrv_wrapper thrv_contentbox_shortcode thrv-content-box tve-elem-default-pad\" data-css=\"tve-u-189174d9846\" style=\"\">\n\t<div class=\"tve-content-box-background\"><\/div>\n\t<div class=\"tve-cb\" style=\"\" data-css=\"tve-u-189174d9844\"><div class=\"thrv_wrapper thrv_text_element\">\t<p style=\"\">Tambien, puedes observar que hemos agregado un espacio para que puedas agregar el concepto del abono.<\/p><p style=\"\">Por ejemplo, puedes escribir si es el primer abono, segundo abono, etc.<\/p><p style=\"\">Ahora veamos, la siguiente actualizacion:<\/p><p style=\"\"><strong>En la hoja resumen, hemos agregado un icono de color rojo<\/strong>, que nos llevara a la hoja Estado de cuenta del cliente.<\/p><\/div><\/div>\n<\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-189175b27ea\" style=\"\"><span class=\"tve_image_frame\"><img decoding=\"async\" class=\"tve_image wp-image-49255\" alt=\"Control de carteras v2\" data-id=\"49255\" width=\"596\" data-init-width=\"600\" height=\"123\" data-init-height=\"124\" title=\"Control de carteras v2.0\" loading=\"lazy\" src=\"https:\/\/aplicaexcelcontable.com\/blog\/wp-content\/uploads\/2023\/07\/Control-de-carteras-v2.jpg\" data-width=\"596\" data-height=\"123\" style=\"aspect-ratio: auto 600 \/ 124;\"><\/span><\/div><div class=\"thrv_wrapper thrv_contentbox_shortcode thrv-content-box tve-elem-default-pad\" data-css=\"tve-u-1891777c520\" style=\"\">\n\t<div class=\"tve-content-box-background\"><\/div>\n\t<div class=\"tve-cb\" style=\"\" data-css=\"tve-u-1891777c51d\"><div class=\"thrv_wrapper thrv_text_element\">\t<p style=\"\">Al pulsar clic sobre el boton rojo te llevara directamente a la tercera acutualizacion y se trata de la Hoja:<\/p><p style=\"\">Estado de cuentas de clientes (ESTADOC):<\/p><\/div><\/div>\n<\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-189177bd652\" style=\"\"><span class=\"tve_image_frame\"><img decoding=\"async\" class=\"tve_image wp-image-49273\" alt=\"\" data-id=\"49273\" width=\"593\" data-init-width=\"593\" height=\"180\" data-init-height=\"180\" title=\"Estado de cuenta clientes\" loading=\"lazy\" src=\"https:\/\/aplicaexcelcontable.com\/blog\/wp-content\/uploads\/2023\/07\/Estado-de-cuenta-clientes.png\" data-width=\"593\" data-height=\"180\" style=\"aspect-ratio: auto 593 \/ 180;\"><\/span><\/div><div class=\"thrv_wrapper thrv_contentbox_shortcode thrv-content-box tve-elem-default-pad\" data-css=\"tve-u-1891780bcc8\" style=\"\">\n\t<div class=\"tve-content-box-background\"><\/div>\n\t<div class=\"tve-cb\" style=\"\" data-css=\"tve-u-1891780bcc4\"><div class=\"thrv_wrapper thrv_text_element\">\t<p style=\"\">Dentro de esta hoja, puedes notar que tenemos la opcion para elegir el nombre del cliente.<\/p><p style=\"\">Tambien, tenemos un boton de color verde, que nos permitira generar el estado del cliente.<\/p><p style=\"\">Este es el cambio que hemos agregado a la version 2.0.<\/p><p style=\"\">Muy pronto estara listo la version 3.0 y el nombre de la plantilla cambiara a Control de terceros, por que este incluira el control de cuentas por pagar.<\/p><p style=\"\">&nbsp;Que tal te parecio el articulo de hoy ? Si te gusto, te invito a compartirlo con tus amigos de <a href=\"https:\/\/www.facebook.com\/AplicaExceContable\/\" target=\"_blank\">facebook<\/a>:<\/p><\/div><\/div>\n<\/div><div class=\"tcb-clear\" data-css=\"tve-u-189178467fe\"><div class=\"thrv_wrapper thrv_social_custom thrv_social\" data-counts=\"\" data-min_shares=\"0\" data-device-config=\"{&quot;desktop&quot;:{&quot;isFullWidth&quot;:&quot;0&quot;},&quot;tablet&quot;:{},&quot;mobile&quot;:{&quot;button_type&quot;:&quot;tve_social_ib&quot;,&quot;showCount&quot;:&quot;0&quot;}}\" data-css=\"tve-u-189178467fd\" style=\"\">\n<div class=\"tve_social_items tve_social_custom tve-prevent-content-edit tve_style_6 tve_social_itb\">\n\t\n\t\t\n\t\t<div class=\"thrv_wrapper tve_s_item tve_s_fb_share tve_share_item\" data-s=\"fb_share\" data-href=\"{tcb_post_url}\" data-label=\"Compartir\">\n\t\t\t<a href=\"javascript:void(0)\" class=\"tve_s_link\">\n\t\t\t\t<span class=\"thrv_wrapper tve_s_icon\">\n\t\t\t\t\t<svg class=\"tcb-icon\" viewBox=\"0 0 264 512\" data-id=\"icon-fb\" data-name=\"\">\n            <path d=\"M76.7 512V283H0v-91h76.7v-71.7C76.7 42.4 124.3 0 193.8 0c33.3 0 61.9 2.5 70.2 3.6V85h-48.2c-37.8 0-45.1 18-45.1 44.3V192H256l-11.7 91h-73.6v229\"><\/path>\n        <\/svg>\n\t\t\t\t<\/span>\n\t\t\t\t<span class=\"tve_s_text\">Compartir<\/span>\n\t\t\t\t<span class=\"tve_s_count\">0<\/span>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t\n\t\t<div class=\"thrv_wrapper tve_s_item tve_s_t_share tve_share_item\" data-s=\"t_share\" data-href=\"{tcb_post_url}\" data-label=\"Tweet\">\n\t\t\t<a href=\"javascript:void(0)\" class=\"tve_s_link\">\n\t\t\t\t<span class=\"thrv_wrapper tve_s_icon\">\n\t\t\t\t\t<svg class=\"tcb-icon\" viewBox=\"0 0 512 512\" data-id=\"icon-t\" data-name=\"\">\n            <path d=\"M459.37 151.716c.325 4.548.325 9.097.325 13.645 0 138.72-105.583 298.558-298.558 298.558-59.452 0-114.68-17.219-161.137-47.106 8.447.974 16.568 1.299 25.34 1.299 49.055 0 94.213-16.568 130.274-44.832-46.132-.975-84.792-31.188-98.112-72.772 6.498.974 12.995 1.624 19.818 1.624 9.421 0 18.843-1.3 27.614-3.573-48.081-9.747-84.143-51.98-84.143-102.985v-1.299c13.969 7.797 30.214 12.67 47.431 13.319-28.264-18.843-46.781-51.005-46.781-87.391 0-19.492 5.197-37.36 14.294-52.954 51.655 63.675 129.3 105.258 216.365 109.807-1.624-7.797-2.599-15.918-2.599-24.04 0-57.828 46.782-104.934 104.934-104.934 30.213 0 57.502 12.67 76.67 33.137 23.715-4.548 46.456-13.32 66.599-25.34-7.798 24.366-24.366 44.833-46.132 57.827 21.117-2.273 41.584-8.122 60.426-16.243-14.292 20.791-32.161 39.308-52.628 54.253z\"><\/path>\n        <\/svg>\n\t\t\t\t<\/span>\n\t\t\t\t<span class=\"tve_s_text tve-froala\">Tweet<\/span>\n\t\t\t\t<span class=\"tve_s_count\">0<\/span>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t\n\t\t<div class=\"thrv_wrapper tve_s_item tve_s_pin_share tve_share_item\" data-s=\"pin_share\" data-href=\"{tcb_post_url}\" data-label=\"Pin\">\n\t\t\t<a href=\"javascript:void(0)\" class=\"tve_s_link\">\n\t\t\t\t<span class=\"thrv_wrapper tve_s_icon\">\n\t\t\t\t\t<svg class=\"tcb-icon\" viewBox=\"0 0 384 512\" data-id=\"icon-pin\" data-name=\"\">\n            <path d=\"M204 6.5C101.4 6.5 0 74.9 0 185.6 0 256 39.6 296 63.6 296c9.9 0 15.6-27.6 15.6-35.4 0-9.3-23.7-29.1-23.7-67.8 0-80.4 61.2-137.4 140.4-137.4 68.1 0 118.5 38.7 118.5 109.8 0 53.1-21.3 152.7-90.3 152.7-24.9 0-46.2-18-46.2-43.8 0-37.8 26.4-74.4 26.4-113.4 0-66.2-93.9-54.2-93.9 25.8 0 16.8 2.1 35.4 9.6 50.7-13.8 59.4-42 147.9-42 209.1 0 18.9 2.7 37.5 4.5 56.4 3.4 3.8 1.7 3.4 6.9 1.5 50.4-69 48.6-82.5 71.4-172.8 12.3 23.4 44.1 36 69.3 36 106.2 0 153.9-103.5 153.9-196.8C384 71.3 298.2 6.5 204 6.5z\"><\/path>\n        <\/svg>\n\t\t\t\t<\/span>\n\t\t\t\t<span class=\"tve_s_text tve-froala\">Pin<\/span>\n\t\t\t\t<span class=\"tve_s_count\">0<\/span>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t\n\t\n<\/div>\n<\/div><\/div><div class=\"thrv_wrapper thrv_contentbox_shortcode thrv-content-box tve-elem-default-pad\" data-css=\"tve-u-1891784f4c2\" style=\"\">\n\t<div class=\"tve-content-box-background\"><\/div>\n\t<div class=\"tve-cb\" style=\"\" data-css=\"tve-u-1891784f4c0\"><div class=\"thrv_wrapper thrv_text_element\">\t<p style=\"\">Cualquier duda o pregunta, tan solo escribenos en el <a href=\"https:\/\/aplicaexcelcontable.com\/blog\/contacto\" target=\"_blank\">chat de la pagina<\/a> o bien al correo rogerperezb@gmail.com.<\/p><p style=\"\">Saludos,<\/p><p style=\"\"><strong>Roger Perez - Aplica Excel Contable<\/strong><\/p><\/div><\/div>\n<\/div>","tve_custom_css":"@media (min-width: 300px){.tcb-post-list[data-css=\"tve-u-177256bad4b\"] .post-wrapper.thrv_wrapper { width: calc((100% - 0px) \/ 1); 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