{"id":2753,"date":"2024-01-25T17:43:32","date_gmt":"2024-01-25T17:43:32","guid":{"rendered":"http:\/\/ajuda.grupopzm.com.br\/?p=2753"},"modified":"2024-12-02T17:33:01","modified_gmt":"2024-12-02T17:33:01","slug":"associacao-de-responsavel","status":"publish","type":"post","link":"https:\/\/ajuda.grupopzm.com.br\/index.php\/2024\/01\/25\/associacao-de-responsavel\/","title":{"rendered":"Como fazer a Associa\u00e7\u00e3o de Respons\u00e1vel?"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Concilia\u00e7\u00e3o   Associa\u00e7\u00e3o de Respons\u00e1veis\" width=\"900\" height=\"506\" src=\"https:\/\/www.youtube.com\/embed\/pGRR8Y2xWbA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<br><br><br><br><br>\n\n\n\n<p>Para que os usu\u00e1rios possam receber os alertas de e-mail ede capas de concilia\u00e7\u00e3o pendentes e tamb\u00e9m para que possam realizar a elabora\u00e7\u00e3o e aprova\u00e7\u00e3o das capas, os usu\u00e1rios devem estar associados a capa de concilia\u00e7\u00e3o.<\/p>\n\n\n\n<p>Para realizar, acesse: <em>Opera\u00e7\u00f5es &gt; Opera\u00e7\u00f5es &gt; Controle do Checklist Capa de Concilia\u00e7\u00e3o Cont\u00e1bil \u2013 Consulta <\/em><\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"237\" src=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-182-1024x237.png\" alt=\"\" class=\"wp-image-3270\" style=\"width:512px;height:119px\" srcset=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-182-1024x237.png 1024w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-182-300x69.png 300w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-182-768x178.png 768w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-182-150x35.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><em>Selecione no Ano\/M\u00eas Ref o ano e m\u00eas que corresponde ao partida criado, (Ano\/0)\u00a0<\/em><\/li>\n\n\n\n<li><em>No campo &#8220;<u><strong>Divis\u00e3o<\/strong><\/u>&#8220;, busque uma divis\u00e3o especifica ou deixe \u201c<\/em><u><strong><em>Todos os Itens<\/em><\/strong><\/u><em>\u201d <\/em><\/li>\n\n\n\n<li><em>Clique em &#8220;<\/em><strong><u><em>Consultar<\/em><\/u><\/strong><em>&#8220;.<\/em><\/li>\n<\/ol>\n\n\n\n<p>Se desejar buscar contas especificas, seja por par\u00e2metros, ou por condigo, existem op\u00e7\u00f5es variadas para facilitar a busca:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"334\" src=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-183-1024x334.png\" alt=\"\" class=\"wp-image-3271\" style=\"width:512px;height:167px\" srcset=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-183-1024x334.png 1024w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-183-300x98.png 300w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-183-768x250.png 768w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-183-150x49.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><u>Sele\u00e7\u00e3o Contas:<\/u><\/strong> <em>Informe as contas a serem selecionadas separadas por [ , ] e clique em consultar.\u00a0<\/em><\/li>\n\n\n\n<li><strong><u>Conta:<\/u><\/strong> <em>Utilize o filtro.<\/em><\/li>\n\n\n\n<li><strong><u>Nome da Conta:<\/u><\/strong> <em>Para busca de contas por nome.<\/em><\/li>\n\n\n\n<li><strong><u>Classe Cont\u00e1bil:<\/u><\/strong> <em>Pode trazer constas de uma classe especifica.<\/em><\/li>\n\n\n\n<li><strong><u>N\u00edvel Aprova\u00e7\u00e3o:<\/u><\/strong> <em>Condiciona a busca das capas no n\u00edvel filtrad<\/em>o. <\/li>\n\n\n\n<li><strong><u>Risco da Conta:<\/u><\/strong> <em>Condiciona a busca das capas no risco filtrado.<\/em><\/li>\n\n\n\n<li><strong><u>Status da Capa:<\/u><\/strong> <em>Condiciona a busca das capas por status filtrado. <\/em><\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"284\" src=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-185-1024x284.png\" alt=\"\" class=\"wp-image-3273\" style=\"width:557px;height:154px\" srcset=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-185-1024x284.png 1024w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-185-300x83.png 300w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-185-768x213.png 768w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-185-150x42.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Selecione no flag as capas que deseja incluir respons\u00e1veis. Selecione o n\u00edvel (Elaborador \u2013 Revisor \u00c1rea \u2013 Aprovador \u00c1rea etc).<\/p>\n\n\n\n<p>No box &#8220;<strong><u>Elaborador<\/u><\/strong>&#8221; selecione o respons\u00e1vel atual correspondente <\/p>\n\n\n\n<p>Clique no box &#8220;<u><strong>Associar respons\u00e1vel<\/strong><\/u>&#8221; para alterar e em seguida clique em &#8220;<strong><u>Associar<\/u><\/strong>&#8220;.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"370\" src=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-186-1024x370.png\" alt=\"\" class=\"wp-image-3274\" style=\"width:548px;height:198px\" srcset=\"https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-186-1024x370.png 1024w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-186-300x109.png 300w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-186-768x278.png 768w, https:\/\/ajuda.grupopzm.com.br\/wp-content\/uploads\/2024\/02\/image-186-150x54.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em><strong>Caso o respons\u00e1vel que deseja associar n\u00e3o apare\u00e7a na lista de op\u00e7\u00f5es, verifique se esse usu\u00e1rio tem acesso ao m\u00f3dulo (Concilia\u00e7\u00e3o) e a empresa \/divis\u00e3o a qual a checklist pertence.<\/strong><\/em><strong> <\/strong><\/p>\n<\/blockquote>\n\n\n\n<p><strong>N\u00edveis de aprova\u00e7\u00e3o de acordo com o n\u00famero de Respons\u00e1veis:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table alignleft is-style-regular\"><table><tbody><tr><td><strong>N\u00ba Aprovador&nbsp;<\/strong><\/td><td><strong>Elaborador&nbsp;<\/strong><\/td><td><strong>Revisor da \u00e1rea&nbsp;<\/strong><\/td><td><strong>Supervisor da \u00e1rea (Aprovador da \u00e1rea)<\/strong>&nbsp;<\/td><td><strong>Revisor cont\u00e1bil (Revisor da contabilidade)&nbsp;<\/strong><\/td><td><strong>Supervisor cont\u00e1bil (Aprovador contabilidade)&nbsp;<\/strong><\/td><\/tr><tr><td>02&nbsp;<\/td><td>X&nbsp;<\/td><td>&nbsp;<\/td><td>&nbsp;<\/td><td>&nbsp;<\/td><td>X&nbsp;<\/td><\/tr><tr><td>03&nbsp;<\/td><td>X&nbsp;<\/td><td>&nbsp;<\/td><td>&nbsp;<\/td><td>X&nbsp;<\/td><td>X&nbsp;<\/td><\/tr><tr><td>04&nbsp;<\/td><td>X&nbsp;<\/td><td>X&nbsp;<\/td><td>&nbsp;<\/td><td>X&nbsp;<\/td><td>X&nbsp;<\/td><\/tr><tr><td>05&nbsp;<\/td><td>X&nbsp;<\/td><td>X&nbsp;<\/td><td>X&nbsp;<\/td><td>X&nbsp;<\/td><td>X&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n<div style='text-align:center' class='yasr-auto-insert-visitor'><\/div>","protected":false},"excerpt":{"rendered":"<p>Para que os usu\u00e1rios possam receber os alertas de e-mail ede capas de concilia\u00e7\u00e3o pendentes e tamb\u00e9m para que possam realizar a elabora\u00e7\u00e3o e aprova\u00e7\u00e3o das capas, os usu\u00e1rios devem estar associados a capa de concilia\u00e7\u00e3o. Para realizar, acesse: Opera\u00e7\u00f5es &gt; Opera\u00e7\u00f5es &gt; Controle do Checklist Capa de Concilia\u00e7\u00e3o Cont\u00e1bil \u2013 Consulta Se desejar buscar ..<\/p>\n<div class=\"clear-fix\"><\/div>\n<p><a href=\"https:\/\/ajuda.grupopzm.com.br\/index.php\/2024\/01\/25\/associacao-de-responsavel\/\" title=\"read more...\">Read more<\/a><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"","footnotes":""},"categories":[3],"tags":[],"class_list":["post-2753","post","type-post","status-publish","format-standard","hentry","category-conciliacao"],"yasr_visitor_votes":{"stars_attributes":{"read_only":false,"span_bottom":false},"number_of_votes":0,"sum_votes":0},"_links":{"self":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts\/2753"}],"collection":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/comments?post=2753"}],"version-history":[{"count":12,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts\/2753\/revisions"}],"predecessor-version":[{"id":3464,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/posts\/2753\/revisions\/3464"}],"wp:attachment":[{"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/media?parent=2753"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/categories?post=2753"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ajuda.grupopzm.com.br\/index.php\/wp-json\/wp\/v2\/tags?post=2753"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}