Dec 19, 2023 10:58
5 mos ago
32 viewers *
Spanish term

Movimiento (de cliente)

Spanish to English Bus/Financial Business/Commerce (general)
Buenos días.
Quisiera saber si se utiliza el término "movement" en la terminología de Administración de empresas para referirse a las transacciones de los clientes.
Debo localizar un software empresarial y existe una sección en la que se pueden encontrar todas los movimientos o transacciones de todos los clientes, p. ej. las facturas, recibos, notas de crédito, etc, es decir que la sección registra cada uno de los comprobantes que afectan a las cuentas corrientes de los clientes.

¿Qué les parece?

"Client/Customer Movements"; "Client/Customer Transactions".


El cliente tiene cierta inclinación hacia mantener "movimiento" pero no lo encuentro de ese modo en los glosarios especializados.

¡Gracias!

Discussion

O G V Dec 19, 2023:
"localizar un software empresarial" entonces conviene explicitar que son del cliente.
Client account movements puede ser una buena solución.
https://www.google.com/search?q="Client account movemen...

Es una pequeña pero importante precisión, sobre todo si hay otros tipos de cuentas o movimientos que no correspondan al cliente o no se le adjudiquen (por ej, si diferencian los movimientos hechos por el cliente de los cobros o tasas que aplique la entidad, aunque serían movimientos tb de la cuenta).

Casi me decido a ponerlo como respuesta pero las dos que hay ahora mencionan clients/customers en la explicación.

Proposed translations

+2
1 hr
Selected

activity

Si tienes que distinguir entre "transacciones" y "movimiento", creo que "activity" sería una buena opción para "movimiento".

https://www.sas.com/en_ie/insights/articles/risk-fraud/what-...
"Transaction monitoring refers to the monitoring of customer transactions, including assessing historical/current customer information and interactions to provide a complete picture of customer activity. This can include transfers, deposits, and withdrawals."
Peer comment(s):

agree Maya Navarro Williams
5 mins
Muchas gracias, Maya.
agree AllegroTrans
1 hr
Muchas gracias, AllegroTrans.
neutral Francois Boye : Companies use accounts to register transactions. Therefore, you should use accounting concepts.
14 hrs
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4 KudoZ points awarded for this answer. Comment: "Selected automatically based on peer agreement."
5 hrs

Accounting movements

Companies manage their clients by tracking all the accounting movements due to their transactions.

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Note added at 9 hrs (2023-12-19 20:13:59 GMT)
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Accounting movements involve the transfer of money from one account to another on a company’s books. This can involve anything from paying off bills or payroll expenses to making investments and repurchasing shares. Tracking and analyzing accounting movements, or cash flows, is an important part of responsibly managing finances for any business. It’s key to accurately assess a company’s financial health, as well as its risk of running into liquidity problems or bankruptcy in the future. Accounting movements don’t just take the form of money being transferred around, but also may include physical assets like machinery or office furniture, which need to be factored into the company’s books each time they’re moved into, out of, or between accounts. By keeping a close eye on these movements, businesses better ensure their finances are moving in the right direction.
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