{"id":3813,"date":"2024-10-29T19:19:26","date_gmt":"2024-10-29T18:19:26","guid":{"rendered":"https:\/\/www.rentila.pt\/support\/?p=3813"},"modified":"2024-10-29T19:19:27","modified_gmt":"2024-10-29T18:19:27","slug":"criar-editar-ou-apagar-uma-regra","status":"publish","type":"post","link":"https:\/\/www.rentila.pt\/support\/archives\/3813","title":{"rendered":"Criar, editar ou apagar uma regra"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Criar uma regra<\/strong><\/h3>\n\n\n\n<p>Para criar um modelo de regra para a adi\u00e7\u00e3o e classifica\u00e7\u00e3o autom\u00e1tica de transa\u00e7\u00f5es, siga estes passos simples: v\u00e1 at\u00e9 \u00e0 sec\u00e7\u00e3o \u201cImporta\u00e7\u00e3o banc\u00e1ria\u201d, clique no \u00edcone \u201cAutomatiza\u00e7\u00e3o\u201d no canto superior direito e, em seguida, clique no bot\u00e3o \u201cNovo modelo\u201d.<\/p>\n\n\n\n<p>Quando se cria uma regra, cada transa\u00e7\u00e3o correspondente ser\u00e1 automaticamente classificada de acordo com crit\u00e9rios predefinidos.<\/p>\n\n\n\n<p>Para cada regra, \u00e9 poss\u00edvel definir as seguintes informa\u00e7\u00f5es:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>O <strong>senhorio.<\/strong><\/li>\n\n\n\n<li>O <strong>arrendamento<\/strong>.<\/li>\n\n\n\n<li>O <strong>contrato de arrendamento<\/strong>.<\/li>\n\n\n\n<li>O <strong>tipo<\/strong>.<\/li>\n\n\n\n<li>O <strong>benefici\u00e1rio<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>Regras de ativa\u00e7\u00e3o:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The <strong>palavra(s) chave<\/strong>.<\/li>\n\n\n\n<li>O <strong>montante<\/strong>.<\/li>\n\n\n\n<li>O <strong>estado<\/strong>, ativo ou inativo.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Automatizar a entrada<\/strong><\/h3>\n\n\n\n<p>Ap\u00f3s a importa\u00e7\u00e3o, o sistema adicionar\u00e1 e classificar\u00e1 automaticamente as transa\u00e7\u00f5es que correspondem \u00e0s regras predefinidas na sec\u00e7\u00e3o \u201cFinan\u00e7as\u201d.<\/p>\n\n\n\n<p><br>Uma correspond\u00eancia exata ocorre quando o montante, as datas e uma ou mais palavras-chave da transa\u00e7\u00e3o importada correspondem a uma regra ativa.<\/p>\n\n\n\n<p>Quando se confirma e adiciona uma transa\u00e7\u00e3o \u00e0s Finan\u00e7as, aparece um <span class=\"label\">Already added<\/span> indicador. Em caso de erro, tem a op\u00e7\u00e3o de anular as transa\u00e7\u00f5es que j\u00e1 foram assinaladas, permitindo-lhe refaz\u00ea-las.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Criar uma regra Para criar um modelo de regra para a adi\u00e7\u00e3o e classifica\u00e7\u00e3o autom\u00e1tica de transa\u00e7\u00f5es, siga estes passos simples: v\u00e1 at\u00e9 \u00e0 sec\u00e7\u00e3o \u201cImporta\u00e7\u00e3o banc\u00e1ria\u201d, clique no \u00edcone \u201cAutomatiza\u00e7\u00e3o\u201d no canto superior direito e, em seguida, clique no bot\u00e3o \u201cNovo modelo\u201d. Quando se cria uma regra, cada transa\u00e7\u00e3o correspondente ser\u00e1 automaticamente classificada de<\/p>\n","protected":false},"author":1001003,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[175],"tags":[163,176],"class_list":["post-3813","post","type-post","status-publish","format-standard","hentry","category-bank-import","tag-financas","tag-importacao-bancaria"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Criar, editar ou apagar uma regra Centro de ajuda - Rentila<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rentila.pt\/support\/archives\/3813\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Criar, editar ou apagar uma regra Centro de ajuda - Rentila\" \/>\n<meta property=\"og:description\" content=\"Criar uma regra Para criar um modelo de regra para a adi\u00e7\u00e3o e classifica\u00e7\u00e3o autom\u00e1tica de transa\u00e7\u00f5es, siga estes passos simples: v\u00e1 at\u00e9 \u00e0 sec\u00e7\u00e3o \u201cImporta\u00e7\u00e3o banc\u00e1ria\u201d, clique no \u00edcone \u201cAutomatiza\u00e7\u00e3o\u201d no canto superior direito e, em seguida, clique no bot\u00e3o \u201cNovo modelo\u201d. 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