Difference between revisions of "Reports – General finances by invoices"

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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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You may export the data of general finances reports by clicking "'''Export to Excel'''" over the upper left corner of the summary tables:
 
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]]
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[[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'''.
 
[[File:Redirect.jpg|40px|link=General finances]] Back to the '''table of contents'''.

Latest revision as of 15:59, 15 August 2022

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:

Reports - general finances by invoices.png

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:

Filter report 1.png

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:

Reports 2.png

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:

General finances - by receivables and payables (report data).png

Redirect.jpg Back to the table of contents.