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Revision as of 14:44, 28 July 2022
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Reports – General finances – General finances by invoices: cloud.protemos.com/report/general-by-invoices
To view the Monthly finances by invoices reports, go to Reports → General finances → General finances by invoices:
Here you may see your general finances report based on invoices.
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:
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:
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: