{"id":64400,"date":"2023-06-14T15:29:00","date_gmt":"2023-06-14T15:29:00","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=64400"},"modified":"2025-09-11T09:20:35","modified_gmt":"2025-09-11T09:20:35","slug":"manual-assignment-of-bank-transactions-to-financial-documents","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/cs\/manual\/manual-assignment-of-bank-transactions-to-financial-documents\/","title":{"rendered":"Manu\u00e1ln\u00ed p\u0159i\u0159azen\u00ed transakc\u00ed na finan\u010dn\u00ed doklady"},"content":{"rendered":"

[et_pb_section fb_built=“1″ _builder_version=“3.22″][et_pb_row column_structure=“3_4,1_4″ module_class=“ et_pb_row_fullwidth“ _builder_version=“3.25″ width=“89%“ width_tablet=“80%“ width_phone=““ width_last_edited=“on|desktop“ max_width=“89%“ max_width_tablet=“80%“ max_width_phone=““ max_width_last_edited=“on|desktop“ custom_padding=“27px|0px|0|0|false|false“ make_fullwidth=“on“][et_pb_column type=“3_4″ _builder_version=“3.25″ custom_padding=“|||“ custom_padding__hover=“|||“][et_pb_text _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“]<\/p>\n

Manu\u00e1ln\u00ed p\u0159i\u0159azen\u00ed transakc\u00ed na finan\u010d\u00ed doklady<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ ul_font=“||||||||“ custom_margin=“|40px|40px|||“ hover_enabled=“0″ ul_text_shadow_style=“preset3″ sticky_enabled=“0″]<\/p>\n

Transakce lze p\u0159i\u0159azovat na n\u00e1sleduj\u00edc\u00ed doklady:<\/p>\n

    \n
  1. Klientsk\u00e9 faktury – klientsk\u00e1 faktura, da\u0148ov\u00fd doklad k z\u00e1loze a klientsk\u00e1 opravn\u00e1 faktura<\/li>\n
  2. Dodavatelsk\u00e9 faktury – dodavatelsk\u00e1 faktura, da\u0148ov\u00fd doklad k z\u00e1loze a dodavatelsk\u00e1 opravn\u00e1 faktura<\/li>\n
  3. Intern\u00ed doklady – intern\u00ed v\u00fdnosy a intern\u00ed n\u00e1klady<\/li>\n
  4. Karetn\u00ed transakce<\/li>\n<\/ol>\n

    K p\u0159i\u0159azen\u00ed transakce na doklad sta\u010d\u00ed otev\u0159\u00edt \u0159\u00e1dek transakce a vyhledat doklad. Doklady lze t\u0159\u00eddit dle typu<\/strong> (1), stavu \u00fahrady (2) nebo firmy (3), p\u0159\u00edpadn\u011b lze vyu\u017e\u00edt i vyhled\u00e1v\u00e1n\u00ed dle referen\u010dn\u00edho \u010d\u00edsla, \u010d\u00edsla faktury pod. (4) Ve v\u00fdb\u011bru se standardn\u011b zobrazuj\u00ed ty faktury, kter\u00e9 nejsou pln\u011b uhrazeny p\u0159i\u0159azen\u00fdmi transakcemi.<\/p>\n

    [\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-transaction-assignment-to-financial-document.png“ alt=“Bank transaction assignment to a financial document“ title_text=“Bank transaction assignment to financial document“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“0px|40px|40px|||“ custom_padding=“0px|||||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ ul_font=“||||||||“ custom_margin=“|40px|40px|||“ ul_text_shadow_style=“preset3″]Vyberte finan\u010dn\u00ed doklad, ke kter\u00e9mu chcete transakci p\u0159i\u0159adit. Takto vypad\u00e1 transakce p\u0159i\u0159azen\u00e1 k finan\u010dn\u00edmu dokladu:[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Assigned-transaction.png“ alt=“Bank transaction is assigned to a selected financial document. “ title_text=“Assigned transaction“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“0px|40px|40px|||“ custom_padding=“0px|||||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.0″ text_font=“|300|||||||“ ul_font=“||||||||“ custom_margin=“|40px|-9px|||“ ul_text_shadow_style=“preset3″][\/et_pb_text][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ ul_font=“||||||||“ custom_margin=“|40px|40px|||“ ul_text_shadow_style=“preset3″]Ka\u017ed\u00e1 bankovn\u00ed transakce, kter\u00e1 je p\u0159i\u0159azena na doklad, je na tomto dokladu vid\u011bt v sekci Detaily \u00fahrad (1).<\/strong>Lze vid\u011bt v\u0161echny transakce p\u0159i\u0159azen\u00e9 na tento doklad (2) a kolik je jejich celkov\u00e1 hodnota z celkov\u00e9 hodnoty dokladu (3). Vyhodnocen\u00ed uhrazenosti (4) zobrazuje aktu\u00e1ln\u00ed stav zaplacenosti dokladu.[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Bank-transactions-on-the-financial-document.png“ alt=“Bank transaction assigned on a financial document“ title_text=“Bank transactions on the financial document“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“0px|40px|40px|||“ custom_padding=“0px|||||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“3.26.5″ text_font=“|300|||||||“ custom_margin=“-14px|40px||||“ custom_padding=“12px|0px||||“ text_font_last_edited=“off|desktop“ global_module=“14686″ saved_tabs=“all“]<\/p>\n

    Get in Touch<\/b><\/span><\/p>\n

    If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n

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    Manu\u00e1ln\u00ed p\u0159i\u0159azen\u00ed bankovn\u00edch transakc\u00ed v Teamogy<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-64400","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/64400","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/comments?post=64400"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/64400\/revisions"}],"predecessor-version":[{"id":987519410,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/64400\/revisions\/987519410"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/media?parent=64400"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/categories?post=64400"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/tags?post=64400"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}