{"id":43822,"date":"2022-05-01T12:42:47","date_gmt":"2022-05-01T17:42:47","guid":{"rendered":"https:\/\/siigopyme2.portaldeclientes.siigo.com\/?p=43822"},"modified":"2023-06-09T11:20:29","modified_gmt":"2023-06-09T16:20:29","slug":"menu-siigo-addin","status":"publish","type":"post","link":"https:\/\/siigopyme2.portaldeclientes.siigo.com\/menu-siigo-addin\/","title":{"rendered":"Men\u00fa \u2013 Siigo Addin"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"43822\" class=\"elementor elementor-43822\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f45ece7 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f45ece7\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4842390\" data-id=\"4842390\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-512a3fd elementor-widget elementor-widget-text-editor\" data-id=\"512a3fd\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Los \u00edconos son peque\u00f1as im\u00e1genes o s\u00edmbolos que significan o representan una aplicaci\u00f3n o funci\u00f3n espec\u00edfica. Al momento de ingresar a la barra de herramientas de Siigo Addin, en la pantalla principal de una hoja de Excel se podr\u00e1n identificar las siguientes opciones:<\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 16px; color: #00aaff;\"><strong>1. Barra Siigo configuraci\u00f3n<\/strong><\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-43825\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/MENU-1.png\" alt=\"MENU 1\" width=\"518\" height=\"29\" srcset=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/MENU-1.png 518w, https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/MENU-1-300x17.png 300w\" sizes=\"(max-width: 518px) 100vw, 518px\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">En esta barra encuentras los \u00edconos para realizar diferentes procesos como son:<\/span><\/p><ul><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43831\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/CONFIGURACION-DE-EMPRESAS.png\" alt=\"CONFIGURACI\u00d3N DE EMPRESAS\" width=\"29\" height=\"28\" \/>\u00a0<strong>Configuraci\u00f3n de empresas<\/strong>: puedes definir el rango de a\u00f1os a tener en cuenta para ejecutar el proceso de sincronizaci\u00f3n.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43832\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/SINCRONIZZACION.png\" alt=\"SINCRONIZAR\" width=\"29\" height=\"29\" \/>\u00a0<strong>Sincronizaci\u00f3n:<\/strong> desde esta opci\u00f3n se definen los par\u00e1metros y se ejecuta el proceso de sincronizaci\u00f3n.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43833\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/ABRIR-SESION-1.png\" alt=\"ABRIR SESI\u00d3N\" width=\"90\" height=\"27\" \/>\u00a0<strong>Abrir sesi\u00f3n \u2013 Cerrar sesi\u00f3n:<\/strong> te permite ingresar a la sesi\u00f3n de Siigo Addin para ejecutar procesos como creaci\u00f3n de claves, crear plantillas y tener acceso a la informaci\u00f3n sincronizada.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43834\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/USUARIO.png\" alt=\"USUARIO\" width=\"33\" height=\"26\" \/>\u00a0<strong>Usuario:<\/strong> opci\u00f3n que se habilita solo si ingresaste con clave de administrador, la cual permite crear, modificar o eliminar claves.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43835\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/FILTRO.png\" alt=\"FILTRO\" width=\"99\" height=\"27\" \/>\u00a0<strong>Insertar una f\u00f3rmula en la celda activa:<\/strong> combo que permite seleccionar de una serie de filtros, aquellos que el usuario requiera para armar una f\u00f3rmula espec\u00edfica de acuerdo a las necesidades de la empresa.<\/span><\/li><\/ul><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-43826 size-full\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/MENU-12.gif\" alt=\"MENU \" width=\"850\" height=\"478\" \/><\/p><ul><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43836\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/FUNCIONES.png\" alt=\"FUNCIONES\" width=\"27\" height=\"25\" \/>\u00a0Funciones:<\/strong> te permite editar y modificar la f\u00f3rmula de una celda activa.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43837\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/TRAE-REGISTROS.png\" alt=\"TRAE REGISTROS\" width=\"22\" height=\"25\" \/>\u00a0<strong>Trae registros:<\/strong> con este \u00edcono el sistema va a traer datos espec\u00edficos de la base de datos de Siigo.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43838\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/GENERA-COPIA.png\" alt=\"GENERA COPIA\" width=\"24\" height=\"23\" \/>\u00a0Genera copia<\/strong>: este \u00edcono te permite realizar copia o duplicar en una hoja de Excel solo en valores de la p\u00e1gina que se encuentra activa.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43839\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/MENU-GENERAL.png\" alt=\"MENU GENERAL\" width=\"28\" height=\"26\" \/>\u00a0<strong>Men\u00fa general:<\/strong> Al seleccionar este \u00edcono, el sistema te trae el men\u00fa general o el men\u00fa de acceso a las plantillas predefinidas por Siigo Addin.<\/span><\/li><\/ul><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-43827 size-full\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/MENU-3.gif\" alt=\"MENU 3\" width=\"850\" height=\"478\" \/><\/strong><\/span><\/p><ul><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43840\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/AYUDA-EN-LINEA.png\" alt=\"AYUDA EN LINEA\" width=\"23\" height=\"25\" \/>\u00a0Ayuda en l\u00ednea:<\/strong> se habilita una opci\u00f3n de b\u00fasqueda la cual facilita y orienta algunos procesos que se pueden realizar en Siigo Addin.<\/span><\/li><\/ul><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-43828 size-full\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/MENU-4.gif\" alt=\"MENU 4\" width=\"850\" height=\"478\" \/><\/p><ul><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43841\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/ACERCA-DE-SIIGO.png\" alt=\"ACERCA DE SIIGO\" width=\"25\" height=\"22\" \/>Acerca de Siigo Addin:<\/strong> muestra la informaci\u00f3n de la herramienta.<\/span><\/li><\/ul><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-43829 size-full\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/MENU-5.gif\" alt=\"MENU 5\" width=\"850\" height=\"478\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 16px; color: #00aaff;\"><strong>2. Barra SIIGO filtro<\/strong><\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">\u00a0Esta barra permite realizar filtros de informaci\u00f3n de una manera sencilla y r\u00e1pida.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-43830 size-full\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/MENU-6.gif\" alt=\"MENU 6\" width=\"688\" height=\"188\" \/><\/p><ul><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>Seleccionar empresa:<\/strong> seleccionas la empresa sobre el cual quiere generar el reporte.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>Seleccionar a\u00f1o:<\/strong> puedes seleccionar el a\u00f1o sobre el cual se va a consultar la informaci\u00f3n y el cual ya debe estar previamente sincronizado.<\/span><\/li><\/ul><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><span style=\"color: #f7274e;\"><strong>Importante:<\/strong><\/span> el rango de a\u00f1os que aqu\u00ed se habilita fue el asignado al momento de la configuraci\u00f3n de empresas.<\/span><\/p><ul><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>Seleccionar mes:<\/strong> te permite seleccionar el mes espec\u00edfico del a\u00f1o y del cual se quiere generar el reporte.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>Seleccionar el tipo de informaci\u00f3n: <\/strong>podr\u00e1s visualizar cu\u00e1l es el nivel de informaci\u00f3n al cual se desea consultar los datos.<\/span><\/li><li><span style=\"color: #333333;\"><strong style=\"font-family: verdana, geneva, sans-serif; font-size: 14px;\">Seleccionar la unidad de moneda:<\/strong><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px;\"> selecciona la unidad de pesos en los cuales se consultar\u00e1n las cifras en cada uno de los reportes o plantillas de Siigo Addin.<\/span><\/span><\/li><li><span style=\"color: #333333;\"><strong style=\"font-family: verdana, geneva, sans-serif; font-size: 14px;\">Reactualiza el libro y\/u hojas activas:<\/strong><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px;\"> con este \u00edcono <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43842\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/05\/ICONO.png\" alt=\"ICONO\" width=\"28\" height=\"28\" \/>, te permite refrescar la informaci\u00f3n que se ha modificado en la plantilla o informe de Siigo Addin que se est\u00e1 trabajando.<\/span><\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Los \u00edconos son peque\u00f1as im\u00e1genes o s\u00edmbolos que significan o representan una aplicaci\u00f3n o funci\u00f3n espec\u00edfica<\/p>\n","protected":false},"author":416,"featured_media":42407,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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