{"id":11780,"date":"2025-02-28T02:37:12","date_gmt":"2025-02-28T01:37:12","guid":{"rendered":"https:\/\/help.mapal-os.com\/?p=11780"},"modified":"2026-01-26T11:57:53","modified_gmt":"2026-01-26T10:57:53","slug":"configurer-vos-atats-financiers","status":"publish","type":"post","link":"https:\/\/help.mapal-os.com\/fr\/analytics-fr\/etats-financiers\/configurer-vos-atats-financiers\/","title":{"rendered":"Configurer vos \u00e9tats financiers"},"content":{"rendered":"<div data-wrapper=\"true\">\n<p><strong>Point de d\u00e9part : <\/strong>Le tableau de bord Analytics.<\/p>\n<ul>\n<li>\n<p>Acc\u00e9dez \u00e0 <strong>Configuration &gt; \u00c9tats financiers<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<h2><img decoding=\"async\" data-msdynid=\"___322610ee-73f5-ef11-be20-7c1e5285a0a2___\" data-msdyntype=\"data:image\/png;base64\" src=\"\/wp-content\/uploads\/2025\/migration\/KA-02048\/img0.jpg\"><br \/>Cr\u00e9er un \u00e9tat financier<\/h2>\n<ul>\n<li>\n<p>S\u00e9lectionnez <strong>Add New<\/strong> pour cr\u00e9er un \u00e9tat financier.<\/p>\n<\/li>\n<li>\n<p>Saisissez un <strong>Nom <\/strong>pour le relev\u00e9.<\/p>\n<\/li>\n<li>\n<p>S\u00e9lectionnez <strong>Enregistrer (Save)<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<h2><img decoding=\"async\" data-msdynid=\"___362610ee-73f5-ef11-be20-7c1e5285a0a2___\" data-msdyntype=\"data:image\/png;base64\" src=\"\/wp-content\/uploads\/2025\/migration\/KA-02048\/img1.jpg\"><br \/>D\u00e9finir les autorisations d'acc\u00e8s<\/h2>\n<ul>\n<li>\n<p>S\u00e9lectionnez <strong>Access <\/strong>dans la ligne du relev\u00e9.<\/p>\n<\/li>\n<\/ul>\n<ul>\n<li>\n<p>Attribuez des <strong>Autorisations<\/strong> \u00e0 des r\u00f4les d'utilisateur sp\u00e9cifiques dans la liste.  <\/p>\n<\/li>\n<li>\n<p>S\u00e9lectionnez <strong>Fermer<\/strong> une fois que vous avez accord\u00e9 toutes les autorisations n\u00e9cessaires.<\/p>\n<\/li>\n<\/ul>\n<h2>Configuration et modification d'un \u00e9tat financier<\/h2>\n<ul>\n<li>\n<p>S\u00e9lectionnez <strong>Modifier <\/strong>dans la ligne du relev\u00e9 pour modifier le nom.<\/p>\n<\/li>\n<li>\n<p>S\u00e9lectionnez la <strong>fl\u00e8che bleue<\/strong> dans la ligne du relev\u00e9 pour modifier la structure.<\/p>\n<\/li>\n<li>\n<p>Une fois dans la structure du relev\u00e9, s\u00e9lectionnez <strong>Add New<\/strong>.<\/p>\n<\/li>\n<li>\n<p>Ajoutez les <strong>Groupes<\/strong> financiers pertinents et leurs <strong>Positions<\/strong>.<\/p>\n<\/li>\n<li>\n<p>S\u00e9lectionnez <strong>Enregistrer (Save)<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" data-msdynid=\"___382610ee-73f5-ef11-be20-7c1e5285a0a2___\" data-msdyntype=\"data:image\/png;base64\" src=\"\/wp-content\/uploads\/2025\/migration\/KA-02048\/img2.jpg\"><br \/><strong>Remarque : <\/strong>Vous pouvez modifier ou supprimer des enregistrements de cette structure selon vos besoins.<\/p>\n<ul>\n<li>\n<p>S\u00e9lectionnez <strong>Modifier <\/strong>sur chaque enregistrement pour d\u00e9finir une couleur ou modifier l'enregistrement selon vos besoins.<\/p>\n<\/li>\n<\/ul>\n<h2><img decoding=\"async\" data-msdynid=\"___3a2610ee-73f5-ef11-be20-7c1e5285a0a2___\" data-msdyntype=\"data:image\/png;base64\" src=\"\/wp-content\/uploads\/2025\/migration\/KA-02048\/img3.jpg\"><br \/>Supprimer un \u00e9tat financier<\/h2>\n<ul>\n<li>\n<p>Localisez l'\u00e9tat financier \u00e0 supprimer.<\/p>\n<\/li>\n<li>\n<p>S\u00e9lectionnez <strong>Supprimer <\/strong>et confirmez l'action.<\/p>\n<\/li>\n<li>\n<p>Le relev\u00e9 sera d\u00e9finitivement supprim\u00e9 de la liste.<\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" data-msdynid=\"___3c2610ee-73f5-ef11-be20-7c1e5285a0a2___\" data-msdyntype=\"data:image\/png;base64\" src=\"\/wp-content\/uploads\/2025\/migration\/KA-02048\/img4.jpg\"><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>La section \u00c9tats financiers permet aux responsables des op\u00e9rations de cr\u00e9er, modifier et g\u00e9rer les \u00e9tats financiers afin de personnaliser la mani\u00e8re dont les donn\u00e9es financi\u00e8res sont collect\u00e9es et organis\u00e9es. Gr\u00e2ce \u00e0 des options de configuration flexibles, les utilisateurs peuvent structurer les rapports en fonction des besoins de l'entreprise, garantissant ainsi clart\u00e9, accessibilit\u00e9 et contr\u00f4le sur les informations financi\u00e8res.<\/p>\n","protected":false},"author":251210541,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[132325],"tags":[],"class_list":["post-11780","post","type-post","status-publish","format-standard","hentry","category-etats-financiers"],"acf":{"article_type":"default","post_id":"","post_url_text":"","post_url":"","info_box":{"title":"","info":""},"post_video":"","import_category":"","overview_item":null,"troubleshoot_case":null},"_links":{"self":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/posts\/11780","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/users\/251210541"}],"replies":[{"embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/comments?post=11780"}],"version-history":[{"count":0,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/posts\/11780\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/media?parent=11780"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/categories?post=11780"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/tags?post=11780"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}