{"id":41017,"date":"2026-10-08T09:16:34","date_gmt":"2026-10-08T09:16:34","guid":{"rendered":"https:\/\/alteg.io\/?page_id=41017"},"modified":"2026-10-16T13:02:04","modified_gmt":"2026-10-16T13:02:04","slug":"finances-and-accounting","status":"publish","type":"page","link":"https:\/\/alteg.io\/cs\/finances-and-accounting\/","title":{"rendered":"Accounting Software for Service Businesses"},"content":{"rendered":"
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\n \t\t\t\\<\/span>\n\t\t\t\t\tFinance a mzdy<\/span>\n\t\t\n<\/div>\n\t\t\t

Finan\u010dn\u00ed evidence pro podnik\u00e1n\u00ed ve slu\u017eb\u00e1ch<\/h1>\n\t\t\t\t\t

Altegio pom\u00e1h\u00e1 podnik\u016fm, kter\u00e9 funguj\u00ed na rezervace, automatizovat finan\u010dn\u00ed rutinu: ka\u017ed\u00e1 platba, pokladn\u00ed operace i v\u00fddaj se zapisuj\u00ed do stejn\u00e9ho syst\u00e9mu jako va\u0161e rezervace, tak\u017ee stejn\u00e1 \u010d\u00edsla ukazuj\u00ed, kolik pen\u011bz p\u0159i\u0161lo, kolik ode\u0161lo a kolik podnik za m\u011bs\u00edc skute\u010dn\u011b vyd\u011blal<\/p>\n\t\t

\n \t\t\tP\u0159ehledy a P&L<\/span>\n\t\t\t\t\tPlatebn\u00ed metody<\/span>\n\t\t\t\t\tPokladny<\/span>\n\t\t\t\t\tV\u00fddaje a dodavatel\u00e9<\/span>\n\t\t\t\t\tOpr\u00e1vn\u011bn\u00ed<\/span>\n\t\t\t\t\tZ\u00e1lohy a platby p\u0159edem<\/span>\n\t\t\t\t\tV\u00edce pobo\u010dek<\/span>\n\t\t\n<\/div>\n
\n \t\t\t\n\tVyzkou\u0161ejte zdarma\n<\/a>\n\t\t\t\t\t\n\tZobrazit cen\u00edk\n<\/a>\n\t\t\n<\/div>\n\t\t\t

7 days free \u00b7 free data migration \u00b7 free support<\/p>\n\t\t

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Pokladny<\/p>\n\t\t

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\n \n<\/div>\n\t\t\t

Hlavn\u00ed<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac2\u00a0480,00<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n\t\t\t

Karty<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac5\u00a0120,53<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n\t\t\t

Hotovost<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac1\u00a0240,00<\/p>\n\t\t\n<\/div>\n\t\t\t

Uk\u00e1zka \u00b7 vzorov\u00e1 data<\/p>\n\t\t\n<\/div>\n

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Finan\u010dn\u00ed transakce \u00b7 dnes<\/p>\n\t\t

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Zdroj<\/p>\n\t\t\t\t\t

Mno\u017estv\u00ed<\/p>\n\t\t\t\t\t

Bilance<\/p>\n\t\t\n<\/div>\n

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Barven\u00ed<\/p>\n\t\t

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Karty<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac120,00<\/p>\n\t\t\t\t\t

\u20ac5\u00a0120,53<\/p>\n\t\t\n<\/div>\n

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St\u0159ih<\/p>\n\t\t

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Karty<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac35,00<\/p>\n\t\t\t\t\t

\u20ac5\u00a0000,53<\/p>\n\t\t\n<\/div>\n

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\u0160ampon<\/p>\n\t\t

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Hotovost<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac18,00<\/p>\n\t\t\t\t\t

\u20ac1\u00a0240,00<\/p>\n\t\t\n<\/div>\n

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V\u00fdplata \u00b7 Anna K.<\/p>\n\t\t

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Hlavn\u00ed<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

\u2212\u20ac420,00<\/p>\n\t\t\t\t\t

\u20ac2\u00a0480,00<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

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Ka\u017ed\u00e1 platba<\/p>\n\t\t\t\t\t

je p\u0159i\u0159azena k pokladn\u011b<\/p>\n\t\t\n<\/div>\n

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V\u00fddaje<\/p>\n\t\t\t\t\t

a za\u0159azena do va\u0161ich kategori\u00ed<\/p>\n\t\t\n<\/div>\n

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9 \u00fadaj\u016f<\/p>\n\t\t\t\t\t

u ka\u017ed\u00e9 transakce: od zdroje po z\u016fstatek<\/p>\n\t\t\n<\/div>\n

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Exportovat do Excelu<\/p>\n\t\t\t\t\t

pro va\u0161i \u00fa\u010detn\u00ed<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\trecenze klienta<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n
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V Praze m\u00e1me \u010dty\u0159i salony kr\u00e1sy a na trhu jsme u\u017e deset let. Mzdy po\u010d\u00edt\u00e1me v Altegiu, sklad pou\u017e\u00edv\u00e1me neust\u00e1le, prod\u00e1v\u00e1me produkty \u2013 mysl\u00edm, \u017ee vyu\u017e\u00edv\u00e1me \u00fapln\u011b v\u0161echno. Klient\u016f m\u00e1me hodn\u011b a zvl\u00e1dat to ru\u010dn\u011b je prost\u011b nere\u00e1ln\u00e9. Dnes se 70 % klient\u016f objedn\u00e1 online samo. V \u010cesku je CRM syst\u00e9m\u016f na v\u00fdb\u011br dost, ale v\u0161echno m\u00e1 pr\u00e1v\u011b Altegio<\/p>\n\t\t

\n \t\t\t\"Oksana\t\t
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Oksana Gumenyuk<\/p>\n\t\t\t\t\t

NBar, 4 salony (\u010cesko)<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tplatby<\/span>\n\t\t
\n \n<\/div>\n\t\t\t01 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

Zdroj ka\u017ed\u00e9 platby m\u00e1te p\u0159ed o\u010dima<\/h2>\n\t\t\t\t\t

Platbu p\u0159ijmete v Kalend\u00e1\u0159i rezervac\u00ed nebo online a platby za slu\u017eby i produkty se automaticky zap\u00ed\u0161\u00ed mezi finan\u010dn\u00ed transakce<\/p>\n\t\t

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\n \t\t\t\"Platebn\u00ed\t\t\n<\/div>\n
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Platebn\u00ed metodu zvol\u00edte p\u0159i placen\u00ed<\/h3>\n\t\t\t\t\t

Hotovost, karta, d\u00e1rkov\u00e1 karta, \u010dlenstv\u00ed, v\u011brnostn\u00ed karta, \u00fa\u010det klienta, QR k\u00f3d nebo platebn\u00ed odkaz: sami rozhodnete, kter\u00e9 z nich m\u016f\u017ee v\u00e1\u0161 t\u00fdm p\u0159i platb\u011b za n\u00e1v\u0161t\u011bvu p\u0159ij\u00edmat<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Jednu\t\t\n<\/div>\n
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Jednu n\u00e1v\u0161t\u011bvu rozd\u011blte mezi v\u00edce metod<\/h3>\n\t\t\t\t\t

\u010c\u00e1st kartou, \u010d\u00e1st hotov\u011b za jednu n\u00e1v\u0161t\u011bvu \u2013 v desktopov\u00e9 verzi i v mobiln\u00ed aplikaci<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Z\u016fstatek\t\t\n<\/div>\n
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Z\u016fstatek na \u00fa\u010dtu klienta<\/h3>\n\t\t\t\t\t

\u00da\u010det klienta lze dob\u00edt a pen\u00edze na n\u011bm z\u016fstanou pro budouc\u00ed slu\u017eby: \u010derp\u00e1n\u00ed se tak\u00e9 eviduje jako transakce<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Platba\t\t\n<\/div>\n
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Platba odkazem nebo QR k\u00f3dem<\/h3>\n\t\t\t\t\t

Po\u0161lete klientovi platebn\u00ed odkaz nebo QR k\u00f3d a n\u00e1v\u0161t\u011bva je zaplacen\u00e1 je\u0161t\u011b p\u0159ed p\u0159\u00edchodem nebo p\u0159ed za\u010d\u00e1tkem slu\u017eby<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Ka\u017ed\u00e1\t\t\n<\/div>\n
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Ka\u017ed\u00e1 metoda m\u00e1 vlastn\u00ed poplatek<\/h3>\n\t\t\t\t\t

Evidence poplatk\u016f za platby kartou dr\u017e\u00ed p\u0159ehledy p\u0159esn\u00e9: jedna metoda m\u00e1 1,5 %, druh\u00e1 vlastn\u00ed sazbu pro ka\u017ed\u00fd typ karty<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Ka\u017ed\u00e1\t\t\n<\/div>\n
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Ka\u017ed\u00e1 metoda m\u00ed\u0159\u00ed do sv\u00e9 pokladny<\/h3>\n\t\t\t\t\t

P\u0159i placen\u00ed zvol\u00edte, do kter\u00e9 pokladny platba p\u016fjde, a p\u0159\u00edjem skon\u010d\u00ed na \u00fa\u010dtu, kam pat\u0159\u00ed, m\u00edsto aby se sm\u00edchal se v\u0161\u00edm ostatn\u00edm<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Po\u010d\u00edt\u00e1\t\t\n<\/div>\n
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Po\u010d\u00edt\u00e1 se ka\u017ed\u00fd prodej<\/h3>\n\t\t\t\t\t

Klient si na recepci koup\u00ed \u0161ampon bez rezervace: prodej zad\u00e1te rovnou v Kalend\u00e1\u0159i rezervac\u00ed a zapo\u010d\u00edt\u00e1 se do denn\u00edho p\u0159\u00edjmu vedle st\u0159ihu zaplacen\u00e9ho p\u0159ed n\u00edm, bez druh\u00e9ho zad\u00e1v\u00e1n\u00ed<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Vid\u00edte,\t\t\n<\/div>\n
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Vid\u00edte, co z\u016fstalo nezaplacen\u00e9<\/h3>\n\t\t\t\t\t

Filtrujte rezervace podle stavu platby: v\u0161echny, zaplacen\u00e9 pln\u011b, zaplacen\u00e9 jen \u010d\u00e1ste\u010dn\u011b \u2013 m\u00edsto listov\u00e1n\u00ed kalend\u00e1\u0159em a spol\u00e9h\u00e1n\u00ed na oko<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

projd\u011bte si zp\u016fsoby, kter\u00fdmi pen\u00edze p\u0159ich\u00e1zej\u00ed \u2192<\/p>\n\t\t

\n \t\t\tStripe<\/span>\n\t\t\t\t\tAdyen<\/span>\n\t\t\t\t\tVivaWallet<\/span>\n\t\t\t\t\tMonoBank<\/span>\n\t\t\t\t\tLiqPay<\/span>\n\t\t\t\t\tPIX<\/span>\n\t\t\t\t\tPagar.me<\/span>\n\t\t\t\t\tUzum Bank<\/span>\n\t\t\n<\/div>\n
\n \t\t\t

P\u0159ijm\u011bte platbu jednou \u2013 a u\u017e je zaevidovan\u00e1: se svou metodou, svou pokladnou i sv\u00fdm \u010dasem. Odpracujte b\u011b\u017en\u00fd t\u00fdden a pod\u00edvejte se, co z toho vyjde<\/p>\n\t\t

\n \t\t\t\n\tVyzkou\u0161ejte zdarma\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tnedostaven\u00ed se a z\u00e1lohy<\/span>\n\t\t
\n \n<\/div>\n\t\t\t02 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

Nedostaven\u00ed se a pozdn\u00ed zru\u0161en\u00ed, o\u0161et\u0159en\u00e9 je\u0161t\u011b p\u0159ed n\u00e1v\u0161t\u011bvou<\/h2>\n\t\t\t\t\t

Platebn\u00ed pravidla si p\u0159ed potvrzen\u00edm term\u00ednu vy\u017e\u00e1daj\u00ed z\u00e1lohu nebo garanci kartou, tak\u017ee pr\u00e1zdn\u00e9 k\u0159eslo u\u017e nejsou jen pen\u00edze, kter\u00e9 nikdy neuvid\u00edte. A\u0165 n\u00e1sleduje cokoli \u2013 n\u00e1v\u0161t\u011bva, pozdn\u00ed zru\u0161en\u00ed nebo nedostaven\u00ed se \u2013 zap\u00ed\u0161e se na stejn\u00e9 m\u00edsto jako zbytek va\u0161ich financ\u00ed<\/p>\n\t\t

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T\u0159i re\u017eimy platebn\u00edch pravidel<\/h3>\n\t\t\t\t\t

Bez platebn\u00edch pravidel, z\u00e1loha, kter\u00e1 term\u00edn zajist\u00ed, nebo garance kartou bez platby p\u0159edem. Sami zvol\u00edte, kter\u00fd re\u017eim plat\u00ed pro rezervace ve va\u0161em widgetu<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Jen tam, kde je to pot\u0159eba<\/h3>\n\t\t\t\t\t

Pravidlo se vztahuje jen na rezervace, kter\u00e9 vyberete: na konkr\u00e9tn\u00ed slu\u017eby nebo cel\u00e9 kategorie, na vybran\u00e9 \u010dleny t\u00fdmu, na v\u0161echny klienty nebo jen na nov\u00e9, kte\u0159\u00ed je\u0161t\u011b nejsou ve va\u0161\u00ed datab\u00e1zi, a jen na n\u00e1v\u0161t\u011bvy nad \u010d\u00e1stku, kterou ur\u010d\u00edte<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Z\u00e1loha, kter\u00e1 se zapo\u010d\u00edt\u00e1 do ceny<\/h3>\n\t\t\t\t\t

\u010c\u00e1stku nastav\u00edte vy a klient ji vid\u00ed je\u0161t\u011b p\u0159ed zaplacen\u00edm. Do n\u00e1v\u0161t\u011bvy z\u016fst\u00e1v\u00e1 na jeho \u00fa\u010dtu klienta a pak se zapo\u010d\u00edt\u00e1 do celkov\u00e9 ceny<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Garance kartou m\u00edsto platby<\/h3>\n\t\t\t\t\t

P\u0159edem se neplat\u00ed nic, sta\u010d\u00ed platn\u00e1 karta, kterou bezpe\u010dn\u011b ulo\u017e\u00ed Adyen, tak\u017ee \u00fapln\u00e9 \u010d\u00edslo karty nikdy nedr\u017e\u00ed ani Altegio, ani v\u00e1\u0161 podnik<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Kdy\u017e klient nedoraz\u00ed<\/h3>\n\t\t\t\t\t

U z\u00e1lohy se poplatek za nedostaven\u00ed se strhne nejd\u0159\u00edv ze z\u00e1lohy. U garance kartou se poplatek, kter\u00fd jste nastavili, strhne z ulo\u017een\u00e9 karty bez p\u0159\u00edtomnosti klienta<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Klient souhlas\u00ed je\u0161t\u011b p\u0159ed rezervac\u00ed<\/h3>\n\t\t\t\t\t

P\u0159esn\u00e9 \u010d\u00e1stky i lh\u016fta se zobraz\u00ed ve widgetu a rezervace nevznikne, dokud klient souhlas neza\u0161krtne. \u017d\u00e1dn\u00e1 p\u0159edem za\u0161krtnut\u00e1 pol\u00ed\u010dka<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

Podm\u00ednky, se kter\u00fdmi va\u0161i klienti souhlas\u00ed, jsou popsan\u00e9 v platebn\u00edch pravidlech<\/a>, kde \u010d\u00e1stky i lh\u016fty ur\u010dujete vy, ne my. Online platby proch\u00e1zej\u00ed p\u0159es poskytovatele, kter\u00e9ho si p\u0159ipoj\u00edte: Altegio platby nezpracov\u00e1v\u00e1, tak\u017ee dostupnost z\u00e1vis\u00ed na va\u0161\u00ed zemi<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tjak za\u010d\u00edt<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\t\t\t

\u010c\u00edm za\u010d\u00edn\u00e1 finan\u010dn\u00ed evidence v Altegio<\/h2>\n\t\t\t\t\t

Finan\u010dn\u00ed evidence v Altegio za\u010d\u00edn\u00e1 Kalend\u00e1\u0159em rezervac\u00ed. Potom zb\u00fdv\u00e1 nastavit 3 v\u011bci<\/p>\n\t\t

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01<\/p>\n\t\t

\n \t\t\t

Pracujte v Kalend\u00e1\u0159i rezervac\u00ed jako obvykle<\/h3>\n\t\t\t\t\t

Ka\u017ed\u00e1 zaplacen\u00e1 n\u00e1v\u0161t\u011bva a ka\u017ed\u00fd prodej produktu se automaticky prom\u00edtne do finan\u010dn\u00edch transakc\u00ed. Sekci Finance kv\u016fli tomu nikdo otev\u00edrat nemus\u00ed<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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02<\/p>\n\t\t

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Nastavte pokladny<\/h3>\n\t\t\t\t\t

P\u0159idejte \u00fa\u010dty, p\u0159es kter\u00e9 va\u0161e pen\u00edze skute\u010dn\u011b proch\u00e1zej\u00ed, aby ka\u017ed\u00e1 platba skon\u010dila v tom sv\u00e9m<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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03<\/p>\n\t\t

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P\u0159idejte vlastn\u00ed kategorie p\u0159\u00edjm\u016f a v\u00fddaj\u016f<\/h3>\n\t\t\t\t\t

12 b\u011b\u017en\u00fdch kategori\u00ed je p\u0159ipraven\u00fdch hned, nap\u0159\u00edklad n\u00e1kup zbo\u017e\u00ed, mzdy t\u00fdmu a dan\u011b. P\u0159idejte k nim vlastn\u00ed, t\u0159eba n\u00e1jem nebo marketing, a ka\u017ed\u00e1 operace se za\u0159ad\u00ed do jedn\u00e9 z nich<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

To je cel\u00e9 nastaven\u00ed. Od t\u00e9 chv\u00edle dr\u017e\u00ed Finance jeden obraz pohybu pen\u011bz: p\u0159\u00edjmy, v\u00fddaje, p\u0159evody mezi pokladnami, v\u00fdplaty t\u00fdmu a poplatky za platbu kartou<\/p>\n\t\t\n<\/div>\n

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\n
\n \t\t\t

Finance<\/p>\n\t\t\t\t\t

Finan\u010dn\u00ed transakce<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Tento t\u00fdden<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

Zdroj<\/p>\n\t\t\t\t\t

Mno\u017estv\u00ed<\/p>\n\t\t\t\t\t

Bilance<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n
\n \t\t\t

St\u0159ih<\/p>\n\t\t\t\t\t

\u00b7 n\u00e1v\u0161t\u011bva \u010d. 4021<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Karty<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac35,00<\/p>\n\t\t\t\t\t

\u20ac1\u00a0275,00<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n
\n \t\t\t

\u0160ampon<\/p>\n\t\t\t\t\t

\u00b7 prodej produktu<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Hotovost<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac18,00<\/p>\n\t\t\t\t\t

\u20ac683,00<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n
\n \t\t\t

Z\u00e1loha<\/p>\n\t\t\t\t\t

\u00b7 online rezervace<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Karty<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

+\u20ac20,00<\/p>\n\t\t\t\t\t

\u20ac1\u00a0295,00<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n
\n \t\t\t

Poplatek za akceptaci karet<\/p>\n\t\t\t\t\t

\u00b7 1,5 %<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Karty<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

\u2212\u20ac0,53<\/p>\n\t\t\t\t\t

\u20ac1\u00a0294,47<\/p>\n\t\t\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n
\n \t\t\t

V\u00fdplata<\/p>\n\t\t\t\t\t

\u00b7 Anna K.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Hlavn\u00ed<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

\u2212\u20ac420,00<\/p>\n\t\t\t\t\t

\u20ac874,47<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

9 \u00fadaj\u016f v ka\u017ed\u00e9m \u0159\u00e1dku<\/p>\n\t\t

\n \t\t\t

Exportovat do Excelu<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tsrovn\u00e1n\u00ed<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\t\t\t

Kde \u017eij\u00ed finance: Altegio, \u00fa\u010detn\u00ed program nebo tabulka<\/h2>\n\t\t\t\t\t

Rozd\u00edl je v tom, kolik n\u00e1stroj\u016f pot\u0159ebujete, aby evidence sed\u011bla p\u0159esn\u011b, a jestli je \u00fa\u010detn\u00ed program propojen\u00fd s online kalend\u00e1\u0159em. Jako p\u0159\u00edklad vezm\u011bme \u00fa\u010detn\u00ed programy typu QuickBooks, Xero, FreshBooks a podobn\u00e9<\/p>\n\t\t

\n
\n \t\t\t

\u00a0<\/p>\n\t\t

\n \t\t\t

Altegio<\/p>\n\t\t\n<\/div>\n\t\t\t

Samostatn\u00fd \u00fa\u010detn\u00ed program<\/p>\n\t\t\t\t\t

Tabulka<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Kdo platbu zad\u00e1v\u00e1<\/p>\n\t\t

\n \t\t\tAltegio<\/span>\n\t\t\t\t\t

Platba n\u00e1v\u0161t\u011bvy sama<\/p>\n\t\t\n<\/div>\n\t\t\tSamostatn\u00fd \u00fa\u010detn\u00ed program<\/span>\n\t\t\t\t\t

\u010clov\u011bk nebo import<\/p>\n\t\t\t\t\tTabulka<\/span>\n\t\t\t\t\t

\u010clov\u011bk, a\u017e po n\u00e1v\u0161t\u011bv\u011b<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Co z\u00e1znam obsahuje<\/p>\n\t\t

\n \t\t\tAltegio<\/span>\n\t\t\t\t\t

Zdroj, pokladna, \u00fa\u010del, n\u00e1v\u0161t\u011bva, kdo zadal<\/p>\n\t\t\n<\/div>\n\t\t\tSamostatn\u00fd \u00fa\u010detn\u00ed program<\/span>\n\t\t\t\t\t

\u010c\u00e1stka a datum<\/p>\n\t\t\t\t\tTabulka<\/span>\n\t\t\t\t\t

Mno\u017estv\u00ed<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Kdy\u017e se dv\u011b \u010d\u00edsla rozch\u00e1zej\u00ed<\/p>\n\t\t

\n \t\t\tAltegio<\/span>\n\t\t\t\t\t

Jeden seznam, se z\u016fstatkem po ka\u017ed\u00e9m \u0159\u00e1dku<\/p>\n\t\t\n<\/div>\n\t\t\tSamostatn\u00fd \u00fa\u010detn\u00ed program<\/span>\n\t\t\t\t\t

Porovn\u00e1v\u00e1n\u00ed dvou syst\u00e9m\u016f<\/p>\n\t\t\t\t\tTabulka<\/span>\n\t\t\t\t\t

Nikdo ne\u0159ekne, kter\u00e9 je spr\u00e1vn\u00e9<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

P\u0159ed\u00e1n\u00ed \u00fa\u010detn\u00ed<\/p>\n\t\t

\n \t\t\tAltegio<\/span>\n\t\t\t\t\t

Exportovat do Excelu<\/p>\n\t\t\n<\/div>\n\t\t\tSamostatn\u00fd \u00fa\u010detn\u00ed program<\/span>\n\t\t\t\t\t

Evidence tam, kde je v\u0161e za\u0159azen\u00e9<\/p>\n\t\t\t\t\tTabulka<\/span>\n\t\t\t\t\t

Samotn\u00fd soubor<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

Jeden z\u00e1znam o n\u00e1v\u0161t\u011bv\u011b a jej\u00ed platb\u011b je lep\u0161\u00ed ne\u017e dva syst\u00e9my, kter\u00e9 spolu nikdy \u00fapln\u011b nesed\u00ed. P\u0159esu\u0148te finance tam, kde u\u017e \u017eije v\u00e1\u0161 kalend\u00e1\u0159<\/p>\n\t\t

\n \t\t\t\n\tVyzkou\u0161ejte zdarma\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tpokladny<\/span>\n\t\t
\n \n<\/div>\n\t\t\t03 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

Pokladny: samostatn\u00fd \u00fa\u010det pro ka\u017ed\u00e9 m\u00edsto, kde le\u017e\u00ed va\u0161e pen\u00edze<\/h2>\n\t\t\t\t\t

Pokladna v Altegio nen\u00ed p\u0159\u00edstroj na pultu, ale \u00fa\u010det, na kter\u00fd se zapisuj\u00ed pen\u00edze: hotovostn\u00ed pokladna, \u00fa\u010det pro platby kartou, bankovn\u00ed \u00fa\u010det. Ka\u017ed\u00e1 platba je p\u0159i\u0159azena k jedn\u00e9 z nich, tak\u017ee ka\u017ed\u00fd \u00fa\u010det ukazuje, kolik na n\u011bm m\u00e1 pr\u00e1v\u011b te\u010f b\u00fdt<\/p>\n\t\t

\n
\n
\n \t\t\t

Pokladna pro hotovost, pokladna pro karty a k tomu va\u0161e vlastn\u00ed<\/h3>\n\t\t\t\t\t

Dv\u011b pokladny jsou tu od za\u010d\u00e1tku: pro hotovost a pro karty. P\u0159idejte si jich, kolik pot\u0159ebujete: samostatn\u00e1 pokladna pro produkty odd\u011bl\u00ed prodej zbo\u017e\u00ed od slu\u017eeb a pokladna pro ka\u017ed\u00e9ho poskytovatele plateb odd\u011bl\u00ed online platby od hotovosti<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

P\u0159esouvejte pen\u00edze mezi nimi, se z\u00e1znamem<\/h3>\n\t\t\t\t\t

P\u0159ev\u00e1d\u011bjte prost\u0159edky mezi pokladnami: odn\u00e9st denn\u00ed tr\u017ebu do banky je p\u0159evod z Hlavn\u00ed na bankovn\u00ed \u00fa\u010det, zapsan\u00fd jako operace, m\u00edsto aby zmizel beze stopy<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Poplatek za karty se ode\u010dte s\u00e1m<\/h3>\n\t\t\t\t\t

Poplatek za platby kartou, kter\u00fd si \u00fa\u010dtuje banka nebo platebn\u00ed slu\u017eba, syst\u00e9m ode\u010dte automaticky a uk\u00e1\u017ee ho jako samostatnou operaci, tak\u017ee z\u016fstatek pokladny je \u010d\u00e1stka, kter\u00e1 skute\u010dn\u011b p\u0159i\u0161la<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

Ka\u017ed\u00fd \u0159\u00e1dek seznamu transakc\u00ed m\u00e1 9 sloupc\u016f: datum, \u010d\u00edslo dokladu, kdo zaplatil nebo komu bylo vyplaceno, za co, zdroj platby, koment\u00e1\u0159, kdo operaci zadal, \u010d\u00e1stku a z\u016fstatek pokladny po n\u00ed. Pr\u00e1v\u011b to m\u011bn\u00ed \u201ev pokladn\u011b chyb\u00ed pen\u00edze\u201c v barbershopu nebo na klinice v konkr\u00e9tn\u00ed jm\u00e9no a \u010das<\/p>\n\t\t

\n
\n
\n
\n \t\t\t

Finan\u010dn\u00ed p\u0159ehled<\/p>\n\t\t\t\t\t

Zpr\u00e1va za obdob\u00ed<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Tento t\u00fdden<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

Den<\/p>\n\t\t\t\t\t

Hotovost<\/p>\n\t\t\t\t\t

Karta<\/p>\n\t\t\t\t\t

Z\u00e1loha<\/p>\n\t\t\t\t\t

Celkem<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Pond\u011bl\u00ed<\/p>\n\t\t\t\t\t

\u20ac180<\/p>\n\t\t\t\t\t

\u20ac420<\/p>\n\t\t\t\t\t

\u20ac0<\/p>\n\t\t\t\t\t

600\u00a0\u20ac<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

\u00dater\u00fd<\/p>\n\t\t\t\t\t

150\u00a0\u20ac<\/p>\n\t\t\t\t\t

\u20ac510<\/p>\n\t\t\t\t\t

\u20ac40<\/p>\n\t\t\t\t\t

\u20ac700<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

St\u0159eda<\/p>\n\t\t\t\t\t

\u20ac90<\/p>\n\t\t\t\t\t

\u20ac300<\/p>\n\t\t\t\t\t

\u20ac0<\/p>\n\t\t\t\t\t

\u20ac390<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

\u010ctvrtek<\/p>\n\t\t\t\t\t

\u20ac210<\/p>\n\t\t\t\t\t

\u20ac640<\/p>\n\t\t\t\t\t

\u20ac85<\/p>\n\t\t\t\t\t

\u20ac935<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

P\u00e1tek<\/p>\n\t\t\t\t\t

\u20ac260<\/p>\n\t\t\t\t\t

\u20ac880<\/p>\n\t\t\t\t\t

\u20ac30<\/p>\n\t\t\t\t\t

\u20ac1 170<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Sobota<\/p>\n\t\t\t\t\t

\u20ac320<\/p>\n\t\t\t\t\t

\u20ac1 120<\/p>\n\t\t\t\t\t

\u20ac60<\/p>\n\t\t\t\t\t

\u20ac1 500<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Obdob\u00ed<\/p>\n\t\t\t\t\t

\u20ac1 210<\/p>\n\t\t\t\t\t

\u20ac3 870<\/p>\n\t\t\t\t\t

\u20ac215<\/p>\n\t\t\t\t\t

\u20ac5 295<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tmzdy<\/span>\n\t\t
\n \n<\/div>\n\t\t\t04 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

Finan\u010dn\u00ed evidence a mzdy<\/h2>\n\t\t
\n
\n \t\t\t

Ka\u017ed\u00fd \u010dlen t\u00fdmu m\u00e1 vlastn\u00ed nastaven\u00ed mzdy a Altegio ho uplatn\u00ed na ka\u017edou uskute\u010dn\u011bnou rezervaci, tak\u017ee v\u00fdplaty vych\u00e1zej\u00ed z rezervac\u00ed, kter\u00e9 u\u017e m\u00e1te, a ne z druh\u00e9 sady \u010d\u00edsel<\/p>\n\t\t\t\t\t

Pravidla a sazby \u017eij\u00ed na str\u00e1nce v\u00fdpo\u010dtu mezd<\/a>. Tady je samotn\u00e1 v\u00fdplata. \u201eVyplatit mzdu\u201c uzav\u0159e obdob\u00ed pro jednoho \u010dlena t\u00fdmu nebo pro v\u0161echny najednou a otev\u0159e platbu ve Financ\u00edch. Pen\u00edze odejdou z konkr\u00e9tn\u00ed pokladny a objev\u00ed se v seznamu transakc\u00ed jako ka\u017ed\u00e1 jin\u00e1 operace<\/p>\n\t\t

\n \t\t\t\n\tVyzkou\u0161ejte zdarma\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n
\n
\n
\n
\n
\n \t\t\t

Prodeje podle slu\u017eeb<\/p>\n\t\t\t\t\t

Barven\u00ed vlas\u016f<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

z\u00e1\u0159<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Tr\u017eby<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac4 200<\/p>\n\t\t

\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n
\n \t\t\t

Spot\u0159ebn\u00ed materi\u00e1l<\/p>\n\t\t\t\t\t

\u2212\u20ac560<\/p>\n\t\t

\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n
\n \t\t\t

V\u00fdpo\u010det mezd<\/p>\n\t\t\t\t\t

\u2212\u20ac1 680<\/p>\n\t\t

\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n
\n \t\t\t

Loajalita<\/p>\n\t\t\t\t\t

\u2212\u20ac120<\/p>\n\t\t

\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n
\n \n<\/div>\n
\n \t\t\t

Zisk<\/p>\n\t\t

\n
\n \t\t\t

mar\u017ee 44 %<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac1 840<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Vyplatit mzdu<\/p>\n\t\t

\n
\n \t\t\t

A<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Anna K.<\/p>\n\t\t\t\t\t

1.\u201315. z\u00e1\u0159\u00ed \u00b7 vy\u00fa\u010dtov\u00e1n\u00ed<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

Slu\u017eby<\/p>\n\t\t\t\t\t

62%<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac820,00<\/p>\n\t\t\n<\/div>\n

\n
\n \t\t\t

Produkty<\/p>\n\t\t\t\t\t

10%<\/p>\n\t\t\n<\/div>\n\t\t\t

\u20ac40,00<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Celkem k v\u00fdplat\u011b<\/p>\n\t\t\t\t\t

\u20ac860,00<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Z<\/p>\n\t\t

\n \t\t\t

Hlavn\u00ed<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

Vyplatit mzdu<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tn\u00e1klady a mar\u017ee<\/span>\n\t\t
\n \n<\/div>\n\t\t\t05 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

Spot\u0159ebn\u00ed materi\u00e1l, n\u00e1klady a mar\u017ee: na kolik v\u00e1s slu\u017eba p\u0159ijde<\/h2>\n\t\t\t\t\t

Spot\u0159ebn\u00ed materi\u00e1l odep\u00ed\u0161e slu\u017eba, kter\u00e1 ho spot\u0159ebovala, a nikdo nemus\u00ed po\u010d\u00edtat lahvi\u010dky. Obrat \u0159\u00edk\u00e1, jak byl podnik vyt\u00ed\u017een\u00fd, a n\u00e1klady \u0159\u00edkaj\u00ed, kter\u00e1 z t\u00e9 pr\u00e1ce se vyplatila<\/p>\n\t\t

\n
\n
\n \t\t\t

Spot\u0159ebn\u00ed materi\u00e1l se odepisuje automaticky<\/h3>\n\t\t\t\t\t

P\u0159i\u0159a\u010fte slu\u017eb\u011b technologickou kartu a jedno barven\u00ed poka\u017ed\u00e9 odep\u00ed\u0161e ze skladu 20 ml barvy, 20 ml oxidantu a p\u00e1r rukavic<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Produkty maj\u00ed n\u00e1kupn\u00ed cenu<\/h3>\n\t\t\t\t\t

To, co jste zaplatili dodavateli, stoj\u00ed vedle toho, co v\u00e1m zaplatil klient, tak\u017ee mar\u017ei na produktech vid\u00edte p\u0159esn\u011b<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Zisk ze slu\u017eby, ne obrat ze slu\u017eby<\/h3>\n\t\t\t\t\t

P\u0159ehled slu\u017eeb v Analytice rozlo\u017e\u00ed ka\u017edou slu\u017ebu na tr\u017eby, n\u00e1klady na spot\u0159ebn\u00ed materi\u00e1l, mzdy, \u010derp\u00e1n\u00ed z v\u011brnostn\u00edho programu a zisk a uk\u00e1\u017ee jej\u00ed pod\u00edl na celkov\u00fdch tr\u017eb\u00e1ch. Exportuje se do Excelu<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

Pr\u00e1v\u011b v tomto p\u0159ehledu se zisk odd\u011bluje od tr\u017eeb: nejprod\u00e1van\u011bj\u0161\u00ed slu\u017eba nemus\u00ed b\u00fdt ta nejziskov\u011bj\u0161\u00ed. Z\u00e1soby a dodavatel\u00e9 \u017eij\u00ed v sekci Sklad<\/a><\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tv\u00fddaje<\/span>\n\t\t
\n \n<\/div>\n\t\t\t06 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

V\u00fddaje a v\u00fdd\u011blek \u2013 v\u017edy vedle sebe<\/h2>\n\t\t\t\t\t

Tr\u017eby nejsou zisk, dokud nejsou spo\u010d\u00edtan\u00e9 i v\u00fddaje. V\u00fddaje se zapisuj\u00ed tam, kde p\u0159\u00edjmy, do kategori\u00ed, kter\u00e9 pojmenujete sami, tak\u017ee \u010d\u00e1stku, kter\u00e1 na konci m\u011bs\u00edce z\u016fstane, vid\u00edte p\u0159esn\u011b<\/p>\n\t\t

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Hotov\u00e9 kategorie v\u00fddaj\u016f plus va\u0161e vlastn\u00ed<\/h3>\n\t\t\t\t\t

12 kategori\u00ed je p\u0159ipraven\u00fdch hned, od n\u00e1kupu zbo\u017e\u00ed a spot\u0159ebn\u00edho materi\u00e1lu po mzdy t\u00fdmu a dan\u011b. Na v\u0161e ostatn\u00ed si p\u0159idejte vlastn\u00ed, t\u0159eba n\u00e1jem nebo marketing, a p\u0159ehled je seskupen\u00fd tak, jak o sv\u00fdch n\u00e1kladech beztak p\u0159em\u00fd\u0161l\u00edte<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Dodavatel\u00e9 a partne\u0159i u ka\u017ed\u00e9 platby<\/h3>\n\t\t\t\t\t

Ve\u010fte jeden seznam dodavatel\u016f a partner\u016f a vyb\u00edrejte z n\u011bj p\u0159i zad\u00e1v\u00e1n\u00ed platby. Kdy\u017e doraz\u00ed dod\u00e1vka a ozna\u010d\u00edte ji jako zaplacenou, n\u00e1kup se hned zap\u00ed\u0161e jako v\u00fddaj s dodavatelem a \u010d\u00e1stkou, tak\u017ee v\u00fddaje u ka\u017ed\u00e9ho dodavatele zjist\u00edte jedn\u00edm filtrem<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Filtr podle kategorie v\u00fddaj\u016f<\/h3>\n\t\t\t\t\t

Vyt\u00e1hn\u011bte v\u0161echny n\u00e1kupy materi\u00e1lu za \u010dtvrtlet\u00ed jedn\u00edm krokem, m\u00edsto abyste ru\u010dn\u011b t\u0159\u00eddili tabulku a doufali, \u017ee vzorec je\u0161t\u011b funguje<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Dopl\u0148te, co zat\u00edm nebylo zaevidovan\u00e9<\/h3>\n\t\t\t\t\t

Importujte finan\u010dn\u00ed transakce z Excelu se 7 poli: datum, dodavatel, polo\u017eka platby, pokladna, koment\u00e1\u0159, telefon klienta a \u010d\u00e1stka<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

P\u0159\u00edjmy a v\u00fddaje le\u017e\u00ed na jednom m\u00edst\u011b a \u0159ad\u00ed se stejn\u011b, tak\u017ee \u010d\u00edslo zisku v dal\u0161\u00ed sekci vych\u00e1z\u00ed ze stejn\u00fdch rezervac\u00ed a prodej\u016f<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tp\u0159ehledy<\/span>\n\t\t
\n \n<\/div>\n\t\t\t07 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

P\u0159ehledy, kter\u00e9 v\u00e1\u0161 podnik s Altegio z\u00edsk\u00e1<\/h2>\n\t\t\t\t\t

Za ka\u017edou ot\u00e1zkou o pen\u011bz\u00edch stoj\u00ed konkr\u00e9tn\u00ed p\u0159ehled a p\u0159ehledy jsou seskupen\u00e9 podle toho, co chcete zjistit \u2013 N\u00e1v\u0161t\u011bvnost, Finance, Prodeje a Sklad \u2013 tak\u017ee hled\u00e1te odpov\u011b\u010f, ne z\u00e1lo\u017eku<\/p>\n\t\t

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Den na jeden pohled<\/h3>\n\t\t\t\t\t

Kolik pen\u011bz jste dnes skute\u010dn\u011b p\u0159ijali a na jakou \u010d\u00e1stku jsou v\u0161echny dne\u0161n\u00ed rezervace \u2013 bez ohledu na jejich stav. Ob\u011b \u010d\u00edsla najdete p\u0159\u00edmo v Kalend\u00e1\u0159i rezervac\u00ed i ve Financ\u00edch<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Denn\u00ed uz\u00e1v\u011brka<\/h3>\n\t\t\t\t\t

Co se d\u011blo s hotovost\u00ed. Vytvo\u0159\u00ed se automaticky na konci ka\u017ed\u00e9ho dne a zahrnuje odvod tr\u017eby i p\u0159esun hotovosti<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Finan\u010dn\u00ed p\u0159ehled za obdob\u00ed<\/h3>\n\t\t\t\t\t

V\u0161echny p\u0159\u00edjmy a v\u0161echny v\u00fddaje za obdob\u00ed, kter\u00e9 si zad\u00e1te. Ve v\u00fdchoz\u00edm nastaven\u00ed se otev\u0159e posledn\u00ed t\u00fdden a obdob\u00ed lze roz\u0161\u00ed\u0159it, jak pot\u0159ebujete<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Zisk a ztr\u00e1ta (P&L)<\/h3>\n\t\t\t\t\t

P\u0159\u00edjmy minus v\u00fddaje za ka\u017ed\u00fd m\u011bs\u00edc v roce, s m\u011bs\u00edci, kter\u00e9 m\u016f\u017eete porovn\u00e1vat vedle sebe<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Finan\u010dn\u00ed transakce<\/h3>\n\t\t\t\t\t

V\u0161echny operace v jednom seznamu, filtrovan\u00e9 podle pot\u0159eby: jeden dodavatel, jedna kategorie v\u00fddaj\u016f, jedna pokladna, den po dni<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Analytika s\u00edt\u011b<\/h3>\n\t\t\t\t\t

Jak si va\u0161e pobo\u010dky stoj\u00ed ve srovn\u00e1n\u00ed: souhrnn\u00fd p\u0159ehled a rozpad podle pobo\u010dek na tr\u017eby, pr\u016fm\u011brnou \u00fatratu a dal\u0161\u00ed ukazatele<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n

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\n \t\t\t

Zisk a ztr\u00e1ta<\/p>\n\t\t\t\t\t

P\u0159\u00edjmy minus v\u00fddaje, po m\u011bs\u00edc\u00edch<\/p>\n\t\t\n<\/div>\n

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2026<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

Polo\u017eka<\/p>\n\t\t\t\t\t

\u010dvn<\/p>\n\t\t\t\t\t

\u010dvc<\/p>\n\t\t\t\t\t

srp<\/p>\n\t\t\t\t\t

z\u00e1\u0159<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Slu\u017eby<\/p>\n\t\t\t\t\t

\u20ac10 200<\/p>\n\t\t\t\t\t

\u20ac10 800<\/p>\n\t\t\t\t\t

\u20ac9 900<\/p>\n\t\t\t\t\t

\u20ac11 800<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Produkty<\/p>\n\t\t\t\t\t

\u20ac2 200<\/p>\n\t\t\t\t\t

\u20ac2 300<\/p>\n\t\t\t\t\t

\u20ac2 000<\/p>\n\t\t\t\t\t

\u20ac2 400<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

N\u00e1jem<\/p>\n\t\t\t\t\t

\u2212\u20ac1 800<\/p>\n\t\t\t\t\t

\u2212\u20ac1 800<\/p>\n\t\t\t\t\t

\u2212\u20ac1 800<\/p>\n\t\t\t\t\t

\u2212\u20ac1 800<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

V\u00fdpo\u010det mezd<\/p>\n\t\t\t\t\t

\u2212\u20ac5 200<\/p>\n\t\t\t\t\t

\u2212\u20ac5 400<\/p>\n\t\t\t\t\t

\u2212\u20ac5 000<\/p>\n\t\t\t\t\t

\u2212\u20ac5 600<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Materi\u00e1l<\/p>\n\t\t\t\t\t

\u2212\u20ac1 900<\/p>\n\t\t\t\t\t

\u2212\u20ac2 000<\/p>\n\t\t\t\t\t

\u2212\u20ac1 800<\/p>\n\t\t\t\t\t

\u2212\u20ac2 000<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Zisk<\/p>\n\t\t\t\t\t

\u20ac3 500<\/p>\n\t\t\t\t\t

\u20ac3 900<\/p>\n\t\t\t\t\t

\u20ac3 300<\/p>\n\t\t\t\t\t

\u20ac4 800<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

V mobiln\u00ed aplikaci Altegio Business Management<\/a> jsou k dispozici t\u0159i z t\u011bchto p\u0159ehled\u016f: Konec dne \/ Denn\u00ed \/ P\u0159ehled za obdob\u00ed. Abyste vid\u011bli, kolik jeden specialista vyd\u011blal za minul\u00fd m\u011bs\u00edc nebo kterou slu\u017ebu klinika prodala nejv\u00edc, otev\u0159ete Prodeje podle \u010dlen\u016f t\u00fdmu a Prodeje podle slu\u017eeb<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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Zalo\u017ete si \u00fa\u010det zdarma \u2013 a specialista v\u00e1m pom\u016f\u017ee v\u0161e nastavit<\/h2>\n\t\t\t\t\t

Specialista p\u0159enese va\u0161e data, nastav\u00ed pokladny a kategorie v\u00fddaj\u016f a uk\u00e1\u017ee v\u00e1m p\u0159ehledy, kter\u00e9 jsou d\u016fle\u017eit\u00e9 pr\u00e1v\u011b pro v\u00e1s \u2013 prvn\u00edch 7 dn\u00ed zdarma<\/p>\n\t\t\n<\/div>\n

\n \t\t\t\n\tVyzkou\u0161ejte zdarma\n<\/a>\n\t\t\t\t\t\n\tZobrazit cen\u00edk\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\topr\u00e1vn\u011bn\u00ed<\/span>\n\t\t
\n \n<\/div>\n\t\t\t08 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

P\u0159\u00edstupov\u00e1 pr\u00e1va k financ\u00edm pro \u010dleny t\u00fdmu a recep\u010dn\u00ed<\/h2>\n\t\t\t\t\t

P\u0159\u00edstup k financ\u00edm nen\u00ed jeden vyp\u00edna\u010d, ale sada nastaven\u00ed s \u00farovn\u011bmi p\u0159\u00edstupu. \u010clen t\u00fdmu, kter\u00fd pot\u0159ebuje vid\u011bt jen svou mzdu za m\u011bs\u00edc, nem\u00e1 z\u00e1rove\u0148 vid\u011bt denn\u00ed tr\u017eby cel\u00e9ho podniku<\/p>\n\t\t

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Kdo a co sm\u00ed s pen\u011bzi d\u011blat<\/h3>\n\t\t\t\t\t

Zobrazen\u00ed, vytvo\u0159en\u00ed, \u00faprava, smaz\u00e1n\u00ed a export transakc\u00ed jsou samostatn\u00e1 pr\u00e1va: recep\u010dn\u00ed m\u016f\u017ee zad\u00e1vat platby, ale nem\u016f\u017ee je mazat. P\u0159ehled za obdob\u00ed a P&L se otev\u0159ou jen tomu, koho vyberete<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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P\u0159\u00edstup po jednotliv\u00fdch pokladn\u00e1ch<\/h3>\n\t\t\t\t\t

V\u0161echny va\u0161e pokladny, nebo jen ty, se kter\u00fdmi \u010dlen t\u00fdmu den co den skute\u010dn\u011b pracuje<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Jen operace, kter\u00e9 maj\u00ed na starosti<\/h3>\n\t\t\t\t\t

Zvolte, s jak\u00fdmi typy transakc\u00ed dan\u00fd \u010dlov\u011bk pracuje: recep\u010dn\u00ed zad\u00e1v\u00e1 platby za slu\u017eby, zbo\u017e\u00ed a \u010dlenstv\u00ed, zat\u00edmco mzdy a platby dodavatel\u016fm z\u016fst\u00e1vaj\u00ed mimo jej\u00ed dosah<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Vlastn\u00ed v\u00fdplata, a nikoho jin\u00e9ho<\/h3>\n\t\t\t\t\t

Dejte specialistovi p\u0159\u00edstup jen k vlastn\u00ed mzd\u011b: na webu nebo v mobiln\u00ed aplikaci vid\u00ed, kolik si vyd\u011blal a kolik mu zb\u00fdv\u00e1 vyplatit, ale ne mzdy koleg\u016f ani va\u0161e tr\u017eby<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Jak daleko zp\u011bt se lze d\u00edvat<\/h3>\n\t\t\t\t\t

Omezen\u00ed obdob\u00ed zobrazen\u00ed ur\u010duje, jak daleko do minulosti se d\u00e1 nahl\u00e9dnout, aby nov\u00e1 recep\u010dn\u00ed ne\u010detla v\u00e1\u0161 lo\u0148sk\u00fd rok<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

projd\u011bte si, co v\u0161echno lze omezit \u2192<\/p>\n\t\t\t\t\t

P\u0159ehledy se \u0159\u00edd\u00ed stejnou logikou. U\u017eivatelsk\u00e1 role a jej\u00ed pr\u00e1va rozhoduj\u00ed, kdo kter\u00fd p\u0159ehled vid\u00ed. Kdy\u017e n\u011bkdo p\u0159ehled nebo celou sekci nevid\u00ed, je to nastaven\u00ed, kter\u00e9 \u0159\u00edd\u00ed mana\u017eer. \u00dapln\u00fd seznam p\u0159\u00edstupov\u00fdch pr\u00e1v k financ\u00edm najdete ve znalostn\u00ed b\u00e1zi<\/a><\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tdan\u011b a p\u0159ed\u00e1n\u00ed \u00fa\u010detn\u00ed<\/span>\n\t\t
\n \n<\/div>\n\t\t\t09 \/ 09<\/span>\n\t\t\n<\/div>\n\t\t\t

Dan\u011b, \u00fa\u010dtenky a p\u0159ed\u00e1n\u00ed \u00fa\u010detn\u00ed<\/h2>\n\t\t\t\t\t

Altegio je mana\u017eersk\u00e9 \u00fa\u010detnictv\u00ed a v\u00fdkazy d\u00e1l pod\u00e1v\u00e1 va\u0161e \u00fa\u010detn\u00ed: syst\u00e9m sleduje, co p\u0159i\u0161lo a co ode\u0161lo, ale dan\u011b nepo\u010d\u00edt\u00e1 ani nepod\u00e1v\u00e1<\/p>\n\t\t

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\n \t\t\t

Exportovat do Excelu<\/h3>\n\t\t\t\t\t

Finan\u010dn\u00ed transakce vyexportujete jedn\u00edm kliknut\u00edm, tak\u017ee denn\u00ed prodeje m\u016f\u017eete polo\u017eit vedle bankovn\u00edho v\u00fdpisu a porovnat \u0159\u00e1dek po \u0159\u00e1dku<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Dluhy a vr\u00e1cen\u00ed plateb z\u016fst\u00e1vaj\u00ed dohledateln\u00e9<\/h3>\n\t\t\t\t\t

N\u00e1v\u0161t\u011bva zaplacen\u00e1 na dluh se vede jako pohled\u00e1vka na \u00fa\u010dtu klienta, dokud nen\u00ed uhrazen\u00e1. Vr\u00e1cen\u00ed platby platbu zru\u0161\u00ed a n\u00e1v\u0161t\u011bva se zobraz\u00ed jako ne zcela zaplacen\u00e1, tak\u017ee se z evidence neztrat\u00ed \u017e\u00e1dn\u00fd dluh ani vr\u00e1cen\u00e1 \u010d\u00e1stka<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Fisk\u00e1ln\u00ed \u00fa\u010dtenky tam, kde je vy\u017eaduje z\u00e1kon<\/h3>\n\t\t\t\t\t

Ve \u0160pan\u011blsku VERIFACTU automaticky odes\u00edl\u00e1 \u00fa\u010dtenky, vr\u00e1cen\u00ed plateb i opravy a p\u0159id\u00e1v\u00e1 QR k\u00f3d. V Braz\u00edlii maj\u00ed m\u00edstn\u00ed podniky k dispozici Nota Fiscal<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

P\u0159ed\u00e1n\u00ed je soubor, ne integrace: Altegio d\u00e1 \u00fa\u010detn\u00ed \u010d\u00edsla po pokladn\u00e1ch, po kategori\u00edch a za ka\u017ed\u00e9 obdob\u00ed a v\u00fdkazy z\u016fst\u00e1vaj\u00ed na n\u00ed<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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M\u011bjte kalend\u00e1\u0159 podniku a mzdy pohromad\u011b<\/h2>\n\t\t\t\t\t

Prom\u011b\u0148te data o uskute\u010dn\u011bn\u00fdch n\u00e1v\u0161t\u011bv\u00e1ch a jejich platb\u00e1ch v pokladnu, kter\u00e1 sed\u00ed, automatick\u00fd v\u00fdpo\u010det mezd a P&L, kter\u00fd p\u0159e\u010dtete bez finan\u010dn\u00edho vzd\u011bl\u00e1n\u00ed<\/p>\n\t\t\n<\/div>\n

\n
\n \t\t\t\n\tVyzkou\u0161ejte zdarma\n<\/a>\n\t\t\t\t\t\n\tZobrazit cen\u00edk\n<\/a>\n\t\t\n<\/div>\n\t\t\t

7 days free \u00b7 free data migration \u00b7 free support<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tot\u00e1zky<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\t\t\t

\u010cast\u00e9 dotazy<\/h2>\n\t\t\t\t\t

6 ot\u00e1zek o financ\u00edch, kter\u00e9 zazn\u00edvaj\u00ed nej\u010dast\u011bji \u2013 na ka\u017edou samostatn\u00e1 odpov\u011b\u010f<\/p>\n\t\t

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Co je program finan\u010dn\u00ed evidence pro podnik\u00e1n\u00ed ve slu\u017eb\u00e1ch?<\/h3>\n\t\t\t\t\t

Program finan\u010dn\u00ed evidence pro podnik\u00e1n\u00ed ve slu\u017eb\u00e1ch vede pen\u011b\u017en\u00ed str\u00e1nku podniku, kter\u00fd funguje na rezervace: co a jak zaplatili klienti, co podnik utratil, co si vyd\u011blal t\u00fdm. V Altegio jsou to sekce Finance a V\u00fdpo\u010det mezd, kter\u00e9 pln\u00ed daty Kalend\u00e1\u0159 rezervac\u00ed<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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M\u016f\u017eu vid\u011bt finance v\u0161ech pobo\u010dek na jednom m\u00edst\u011b?<\/h3>\n\t\t\t\t\t

Analytika s\u00edt\u011b d\u00e1v\u00e1 pohled na celou s\u00ed\u0165: souhrnn\u00fd p\u0159ehled a rozpad podle pobo\u010dek se srovn\u00e1n\u00edm tr\u017eeb, pr\u016fm\u011brn\u00e9 \u00fatraty a dal\u0161\u00edch ukazatel\u016f. Najdete ji v sekci Analytika, zat\u00edmco jmenovit\u00e9 finan\u010dn\u00ed p\u0159ehledy \u2013 p\u0159ehled za obdob\u00ed, P&L a seznam transakc\u00ed \u2013 z\u016fst\u00e1vaj\u00ed ve Financ\u00edch a Analytick\u00fdch p\u0159ehledech<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Existuje aplikace pro evidenci financ\u00ed v telefonu?<\/h3>\n\t\t\t\t\t

Mobiln\u00ed aplikace Altegio Business Management obsahuje V\u00fdpo\u010det mezd a 3 p\u0159ehledy \u2013 konec dne, denn\u00ed a p\u0159ehled za obdob\u00ed. \u010clen t\u00fdmu vid\u00ed, kolik vyd\u011blal a kolik mu zb\u00fdv\u00e1 vyplatit, zat\u00edmco \u00fa\u010dty klient\u016f z\u016fst\u00e1vaj\u00ed ve webov\u00e9 verzi<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Kolik stoj\u00ed finan\u010dn\u00ed \u010d\u00e1st?<\/h3>\n\t\t\t\t\t

Finance a V\u00fdpo\u010det mezd jsou sou\u010d\u00e1st\u00ed platformy Altegio, ne samostatn\u00fd produkt, kter\u00fd se dokupuje. Tarif zdarma neexistuje: zku\u0161ebn\u00ed obdob\u00ed trv\u00e1 7 dn\u00ed, p\u0159enos dat a podpora jsou zdarma a aktu\u00e1ln\u00ed cenu ka\u017ed\u00e9ho tarifu najdete na str\u00e1nce s tarify<\/a><\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Bere si Altegio procento z m\u00fdch plateb?<\/h3>\n\t\t\t\t\t

Ne. Altegio platby nezpracov\u00e1v\u00e1: poplatek stanovuje poskytovatel, kter\u00e9ho si p\u0159ipoj\u00edte \u2013 Stripe, Adyen, VivaWallet nebo n\u011bkter\u00e1 z region\u00e1ln\u00edch mo\u017enost\u00ed. Altegio tento poplatek za platbu kartou zap\u00ed\u0161e jako samostatnou operaci, tak\u017ee z\u016fstatek pokladny odpov\u00edd\u00e1 skute\u010dnosti<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Pot\u0159ebuju QuickBooks nebo Xero, kdy\u017e pou\u017e\u00edv\u00e1m Altegio?<\/h3>\n\t\t\t\t\t

Integrace s QuickBooks ani Xero neexistuje: p\u0159ed\u00e1n\u00ed je soubor. Altegio je mana\u017eersk\u00e9 \u00fa\u010detnictv\u00ed \u2013 platby, pokladny, v\u00fddaje a mzdy \u2013 a finan\u010dn\u00ed transakce exportuje do Excelu. Da\u0148ovou a v\u00fdkaznickou str\u00e1nku podniku dr\u017e\u00ed v\u00e1\u0161 \u00fa\u010detn\u00ed program<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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S \u010d\u00edm je finan\u010dn\u00ed modul propojen\u00fd<\/h2>\n\t\t\t\t\t

Finance \u010dtou data, kter\u00e1 p\u0159ich\u00e1zej\u00ed ze v\u0161ech ostatn\u00edch modul\u016f platformy. Tady je p\u00e1r p\u0159\u00edklad\u016f, s \u010d\u00edm jsou finance propojen\u00e9<\/p>\n\t\t

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V\u00fdpo\u010det mezd<\/p>\n\t\t

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62%<\/p>\n\t\t\t\t\t

ze slu\u017eby<\/p>\n\t\t\n<\/div>\n

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V\u00fdpo\u010det mezd<\/a><\/h3>\n\t\t\t\t\t

Nastaven\u00ed mzdy pro ka\u017ed\u00e9ho \u010dlena t\u00fdmu, kter\u00e9 stoj\u00ed za ka\u017edou v\u00fdplatou z t\u00e9to str\u00e1nky<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Technologick\u00e1 karta<\/p>\n\t\t\t\t\t

Barven\u00ed vlas\u016f<\/p>\n\t\t

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Barva<\/p>\n\t\t\t\t\t

20 ml<\/p>\n\t\t\n<\/div>\n

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Oxidant<\/p>\n\t\t\t\t\t

20 ml<\/p>\n\t\t\n<\/div>\n

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Rukavice<\/p>\n\t\t\t\t\t

\u00d71<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Sklad<\/a><\/h3>\n\t\t\t\t\t

N\u00e1kupn\u00ed cena, z\u00e1soby a technologick\u00e9 karty, kter\u00e9 odepisuj\u00ed spot\u0159ebn\u00ed materi\u00e1l ze slu\u017eby<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Loajalita<\/p>\n\t\t

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%<\/p>\n\t\t\n<\/div>\n

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Permanentka \u00b7 aktivn\u00ed<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n

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V\u011brnostn\u00ed program<\/a><\/h3>\n\t\t\t\t\t

\u010clenstv\u00ed, d\u00e1rkov\u00e9 karty a slevy \u2013 a co ka\u017ed\u00e9 z nich d\u011bl\u00e1 se z\u00e1kladem pro v\u00fdplaty<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

Podle oboru: salony kr\u00e1sy<\/a>, barbershopy<\/a> a kliniky<\/a> odepisuj\u00ed spot\u0159ebn\u00ed materi\u00e1l, po\u010d\u00edtaj\u00ed provize a nastavuj\u00ed p\u0159\u00edstupov\u00e1 pr\u00e1va ka\u017ed\u00fd trochu po sv\u00e9m<\/p>\n\t\t\n<\/div>\n\n<\/section>\n\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Finance and Payroll Accounting software for service businesses Altegio helps appointment-based businesses automate their finance routine: it records every payment, cash register operation and expense in the same system as your appointments, so one set of numbers says what came in, what went out and what the month actually earned Reports and P&L Payment methods […]<\/p>\n","protected":false},"author":28,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"class_list":["post-41017","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t