Reports – General finances by invoices - Revision history

Andrii at 13:59, 15 August 2022

2022-08-15T13:59:15Z

Andrii: Andrii moved page Reports – General finances – General finances by invoices to Reports – General finances by invoices

2022-07-28T12:44:14Z

Andrii moved page Reports – General finances – General finances by invoices to Reports – General finances by invoices

Andrii at 13:17, 30 June 2022

2022-06-30T13:17:58Z

Andrii at 12:42, 30 June 2022

2022-06-30T12:42:16Z

Andrii at 12:38, 30 June 2022

2022-06-30T12:38:41Z

Andrii at 12:38, 30 June 2022

2022-06-30T12:38:33Z

Andrii at 12:38, 30 June 2022

2022-06-30T12:38:09Z

Andrii: Created page with "This page is not completed yet. ''Reports – General finances – General finances by invoices: [http://cloud.protemos.com/report/general-by-i..."

2022-06-30T12:32:12Z

Created page with "<span style="color:red">This page is not completed yet.</span> ''Reports – General finances – General finances by invoices: [http://cloud.protemos.com/report/general-by-i..."

New page

<span style="color:red">This page is not completed yet.</span>

''Reports – General finances – General finances by invoices: [http://cloud.protemos.com/report/general-by-invoices cloud.protemos.com/report/general-by-invoices]''
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To view the '''Monthly finances by invoices''' reports, go to '''Reports → General finances → General finances by invoices''':

[[File:General finances - by receivables and payables.png|border|450px]]

It will open the '''Monthly finances by project balances, invoices and payments''' page.

Here you may see your general finances reports. Each of them is described below.

All amounts are converted to the default currency of your account.

You can select the period of time and the Legal entity and see the corresponding reports:

[[File:Filter report 1.png|border|500px]]

=='''Monthly finances by receivables and payables'''==

This report shows the turnover, expenses and profit based on receivables in your projects and payables in the related jobs.

[[File:Resports 1.png|border|1000px]]

=='''Monthly finances by invoices'''==

This report shows the turnover, expenses and profit for based on client and vendor invoices.

In fact, it shows how much you were invoicing your clients and vendors each month:

[[File:Reports 2.png|border|1000px]]

=='''Monthly finances by payments'''==

This report shows the turnover, expenses and profit based on client and vendor payments. In fact, it shows the actual cashflow.

[[File:Reports 3.png|border|1000px]]

=='''Export data to Excel'''==

You may export the data of general finances reports by clicking "'''Export to Excel'''" over the upper left corner of the summary tables:

[[File:Export to excel reports 1.png|border|400px]]

[[File:Redirect.jpg|40px|link=General finances]] Back to the '''table of contents'''.

← Older revision		Revision as of 13:59, 15 August 2022
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−	~~<span style="color:red">This page is not completed yet.</span>~~
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	''Reports – General finances – General finances by invoices: [http://cloud.protemos.com/report/general-by-invoices cloud.protemos.com/report/general-by-invoices]''		''Reports – General finances – General finances by invoices: [http://cloud.protemos.com/report/general-by-invoices cloud.protemos.com/report/general-by-invoices]''
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@@ Line 6: / Line 6: @@
 To view the '''Monthly finances by invoices''' reports, go to '''Reports → General finances → General finances by invoices''':
-[[File:Reports - general finances by invoices.png|border|500px]]
+[[File:Reports - general finances by invoices.png|border|450px]]
 It will open the '''Monthly finances by project balances, invoices and payments''' page.

@@ Line 6: / Line 6: @@
 To view the '''Monthly finances by invoices''' reports, go to '''Reports → General finances → General finances by invoices''':
-[[File:Reports - general finances by invoices.png|border|450px]]
+[[File:Reports - general finances by invoices.png|border|500px]]
 It will open the '''Monthly finances by project balances, invoices and payments''' page.

← Older revision	Revision as of 12:44, 28 July 2022
(No difference)

@@ Line 28: / Line 28: @@
 You may export the data of general finances reports by clicking "'''Export to Excel'''" over the upper left corner of the summary tables:
-[[File:Export to excel reports 1.png|border|400px]]
+[[File:General finances - by receivables and payables (report data).png|border|1000px]]
 [[File:Redirect.jpg|40px|link=General finances]] Back to the '''table of contents'''.

@@ Line 8: / Line 8: @@
 [[File:Reports - general finances by invoices.png|border|450px]]
-It will open the '''Monthly finances by project balances, invoices and payments''' page.
+Here you may see your general finances report based on invoices.
 All amounts are converted to the default currency of your account.
@@ Line 17: / Line 15: @@
 [[File:Filter report 1.png|border|500px]]
 =='''Monthly finances by invoices'''==
@@ Line 31: / Line 23: @@
 [[File:Reports 2.png|border|1000px]]
 =='''Export data to Excel'''==