Plan de contas

A pantalla do Plan de contas, accesible desde a páxina de Configuracións, proporciona unha visión organizada de todas as contas financeiras utilizadas pola túa empresa.

Esta pantalla divídese en dúas partes:

• Folla do balance sección (lado esquerdo)
• Folla de perdas e ganancias sección (lado dereito)

Contas do Balanzo

Na parte esquerda da pantalla, atoparás as túas contas e grupos do Folla do balance (Activos, Pasivo, Capital).

Crear novas Contas do Balanzo

Para crear unha nova conta:

• Fai clic en Nova conta no lado esquerdo.

Para información detallada, consulte a sección Conta do Balanzo – Editar.

Creando Grupos na Folla do balance

Se ten moitas contas, considere organizalas en subgrupos (como Activos Correntes, Pasivos Non Correntes):

• Fai clic en Novo Grupo no lado esquerdo para crear grupos de contas.

Contas de Ganancias e Pérdidas

Na parte dereita, xestionarás as túas Folla de pérdidas e ganancias, relacionadas cos Ingresos e Gastos.

Crear novas Contas de Beneficio e Pérdida

Para engadir unha nova conta de Beneficio e Pérdida:

• Fai clic no botón de Nova conta na parte dereita.

Creación de subgrupos da Conta de Beneficios e Pérdidas

Para mellorar a organización dos teus Ingresos e Gastos, podes categorizar as túas contas de Ganancias e Pérdas en subgrupos (como Gastos Directos, Gastos Operativos, Outros Ingresos):

• Fai clic no botón Nova conta na parte dereita para comezar a categorizar contas en subgrupos.

Totais de Lucro e Pérdade Personalizados

O Manager permítelle crear subtotais personalizados (como Lucro Bruto, Lucro Neto, Lucro Operativo):

• Fai clic no botón Novo Total para engadir subtotais, producindo un estado de resultados claro e paso a paso.

Reorganización de Contas e Grupos

Poderás organizar o pedido de contas, grupos e subtotais facendo clic nas setas azuis. Non obstante, os grupos de nivel superior integrados (Activos, Pasivo, Capital) non se poden reordenar. O diso das contas de nivel superior pode axustarse ao xerar informes reais de Folla do balance.

Contas automáticas integradas

O Manager engade automaticamente contas incorporadas en función das pestanas e características habilitadas:

Account	Condition for Automatic Creation	Guide
Assets, Liabilities, Equity	Built-in (default)	-
Cash & cash equivalents	At least one bank or cash account created	Account — Cash & cash equivalents
Inter Account Transfers	At least one bank or cash account created	Account — Inter Account Transfers
Accounts receivable	At least one customer created	Account — Accounts receivable
Accounts payable	At least one supplier created	Account — Accounts payable
Billable time	At least one billable time entry created	Account — Billable time
Billable expenses	Billable Expenses feature enabled	Account — Billable expenses
Capital Accounts	At least one capital account created	Account — Capital Accounts
Employee clearing account	One employee added	Account — Employee clearing account
Expense claims	One expense claim payer added	Account — Expense claims
Fixed assets, at cost / Fixed assets, accumulated depreciation	One fixed asset created	Fixed assets, at cost, Accumulated depreciation
Intangible assets, at cost / Intangible assets, accumulated amortization	One intangible asset created	Intangible assets, at cost, Accumulated amortization
Inventory on hand	Inventory revaluation added	Account — Inventory on hand
Investments, at cost	Investment created under Investments tab	Account — Investments, at cost
Special Accounts	Special account created	Account — Special Accounts
Tax payable	One tax code configured	Account — Tax payable
Withholding tax	Withholding tax receipt created	Withholding tax
Withholding tax receivable/payable	Withholding tax enabled from Settings	Receivable, Payable
Retained earnings	Automatically added (default)	Account — Retained earnings

Adicionalmente, certas contas integradas poden aparecer na Folla de pérdidas e ganancias cando se cumpren circunstancias específicas:

Account	Condition	Guide
Billable expenses - cost/invoiced	Billable Expenses enabled	Cost, Invoiced
Billable time - invoiced/movement	One billable time recorded	Invoiced, Movement
Investment gains (losses)	Investment market price set	Investment gains (losses)
Foreign exchange gains (losses)	Foreign currency enabled	Foreign exchange gains (losses)
Fixed assets - depreciation / loss on disposal	Depreciation or asset disposal recorded	Depreciation, Loss on disposal
Intangible assets - amortization / loss on disposal	Amortization or intangible disposal	Amortization, Loss on disposal
Inventory - sales/cost	Inventory items created	Sales, Cost
Late payment fees	Late payment fee charged	Late payment fees
Rounding expense	Rounding on sales invoice	Rounding expense

Esta guía proporciona a comprensión básica necesaria para organizar e xestionar o seu Plan de contas en Manager de forma efectiva.