{"id":3322,"date":"2020-12-23T09:49:29","date_gmt":"2020-12-23T09:49:29","guid":{"rendered":"https:\/\/altoo.io\/?p=3322"},"modified":"2024-08-01T16:05:01","modified_gmt":"2024-08-01T14:05:01","slug":"introduire-le-rapport-de-transaction","status":"publish","type":"post","link":"https:\/\/altoo.io\/fr\/introducing-transaction-report\/","title":{"rendered":"Pr\u00e9sentation du rapport de transaction"},"content":{"rendered":"<div class=\"editor\">\n<p>Jusqu'\u00e0 pr\u00e9sent, la majorit\u00e9 des fonctionnalit\u00e9s de reporting de la plateforme Altoo Wealth ont \u00e9t\u00e9 con\u00e7ues pour vous permettre de voir les raisons sous-jacentes du changement du point de vue de vos actifs.<\/p>\n<p>Le nouveau rapport de transaction puissant vous permet d'analyser et de suivre toutes les transactions sur l'ensemble de votre patrimoine \u00e0 partir d'un seul endroit !<\/p>\n<p><img decoding=\"async\" class=\"mcnImage\" src=\"https:\/\/mcusercontent.com\/3ac2248f0c65a712bab628d07\/images\/b2bd2172-6658-4008-8f6e-ab966c3bf4f7.gif\" alt=\"\" width=\"600\" align=\"middle\" \/><\/p>\n<p>Filtrez toutes vos transactions par devise et par valeur et concentrez-vous sur les transactions d'un sous-ensemble de votre patrimoine pour afficher ou modifier les d\u00e9tails pertinents en un seul clic.<\/p>\n<p>Vous pouvez non seulement trouver rapidement une transaction, mais aussi ajouter des notes et des documents directement \u00e0 la transaction concern\u00e9e. Il est ainsi beaucoup plus facile de retrouver les factures, les bordereaux de transaction ou les d\u00e9tails d'une transaction que vous pourriez avoir.<\/p>\n<p><img decoding=\"async\" class=\"mcnImage\" src=\"https:\/\/mcusercontent.com\/3ac2248f0c65a712bab628d07\/images\/7296dea4-9248-45ff-a7fd-39c3905c652f.gif\" alt=\"\" width=\"600\" align=\"middle\" \/><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Gr\u00e2ce au nouveau rapport de transactions d'Altoo, vous pouvez analyser toutes les transactions effectu\u00e9es sur l'ensemble de votre patrimoine \u00e0 partir d'un seul endroit.<\/p>","protected":false},"author":5,"featured_media":36670,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"cybocfi_hide_featured_image":"","two_page_speed":[],"footnotes":""},"categories":[184,54,86,89,58,88,87],"tags":[],"class_list":["post-3322","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-insights","category-altoo-intelligence","category-explore-by-entity","category-multi-family-office","category-platform","category-private-wealth-owners","category-single-family-office"],"_links":{"self":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/3322","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/comments?post=3322"}],"version-history":[{"count":7,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/3322\/revisions"}],"predecessor-version":[{"id":36627,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/3322\/revisions\/36627"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/media\/36670"}],"wp:attachment":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/media?parent=3322"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/categories?post=3322"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/tags?post=3322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}