Cómo registrar un pagos

💸 Cómo registrar un pago en ProcessFlex Para registrar un pago en ProcessFlex, sigue los pasos a continuación: --- ## 📍 Paso a paso 1. En el menú principal, accede a: Finanzas > Extracto 2. En la parte superio…

How to register payments

💸 How to register a payment in ProcessFlex To register a payment in ProcessFlex, follow the steps below: --- ## 📍 Step-by-step 1. In the main menu, go to: Finance > Statement 2. At the top of the page, click t…

Cómo Registrar un Ingreso

Update the ProcessFlex knowledge base article about income registration, including a complete explanation of the recurrence functionality, using icons (emojis) to improve readability and scannability. --- ## 🎯 O…

How to Register an Income

Update the ProcessFlex knowledge base article about income registration, including a complete explanation of the recurrence functionality, using icons (emojis) to improve readability and scannability. --- ## 🎯 O…

Como Registrar uma Receita

Atualize o artigo da base de conhecimento do ProcessFlex sobre registro de receitas, incluindo uma explicação completa sobre a funcionalidade de recorrência, utilizando ícones (emojis) para melhorar a leitur…

IA + Compras com Leitura de Recibos

O recurso IA + Compras do ProcessFlex foi desenvolvido para automatizar e acelerar o registro de compras a partir da leitura inteligente de recibos. Você pode acessar essa funcionalidade pelo **botão flutuante no ca…

Cómo verificar y editar un registro financiero

Esta guía explica cómo localizar, verificar y editar un registro financiero en ProcessFlex utilizando la vista de extracto bancario. ## Acceder al extracto bancario Siga los pasos a continuación: 1. En el Menú Princ…

How to create a new process

Processes are the core element of ProcessFlex, allowing you to organize activities, deadlines, tasks, and documents related to a specific workflow. There are two main ways to create a process within the platform…

How to Register a Product in ProcessFlex

This guide explains how to register a new product or service in ProcessFlex so it can be used in processes, sales, or internal management. ## Accessing the Products Module 1. In the Main Menu, click on Products. 2.…

Financial Dashboard

The ProcessFlex Financial Dashboard provides a complete and strategic view of your financial activity, allowing you to monitor income, expenses, balance, cash flow, and detailed breakdowns using multiple analysis cr…

Cost Center and Chart of Accounts

In ProcessFlex, Cost Center and Chart of Accounts are different but complementary structures. Both are part of the Financial module and are essential for organizing and analyzing financial transactions. # 📍…

How to Verify and Edit a Financial Record

This guide explains how to locate, verify, and edit a financial record in ProcessFlex using the bank statement view. ## Accessing the Bank Statement Follow the steps below: 1. In the Main Menu, click Financial. 2. S…